Heineken (Netherlands) Performance
| HEIA Stock | EUR 88.00 0.84 0.96% |
The company retains a Market Volatility (i.e., Beta) of -0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Heineken are expected to decrease at a much lower rate. During the bear market, Heineken is likely to outperform the market. Heineken has an expected return of -0.0536%. Please make sure to check out Heineken standard deviation, total risk alpha, maximum drawdown, as well as the relationship between the jensen alpha and treynor ratio , to decide if Heineken performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Heineken has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Heineken is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Begin Period Cash Flow | 3.5 B | |
| Total Cashflows From Investing Activities | -2.3 B |
Heineken |
Heineken Relative Risk vs. Return Landscape
If you would invest 9,146 in Heineken on January 19, 2024 and sell it today you would lose (346.00) from holding Heineken or give up 3.78% of portfolio value over 90 days. Heineken is generating negative expected returns and assumes 1.2337% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Heineken, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Heineken Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heineken's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heineken, and traders can use it to determine the average amount a Heineken's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0434
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HEIA |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heineken is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heineken by adding Heineken to a well-diversified portfolio.
Heineken Fundamentals Growth
Heineken Stock prices reflect investors' perceptions of the future prospects and financial health of Heineken, and Heineken fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heineken Stock performance.
| Return On Equity | 0.21 | |||
| Return On Asset | 0.0458 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.14 % | |||
| Current Valuation | 65.35 B | |||
| Shares Outstanding | 575.6 M | |||
| Price To Earning | 46.86 X | |||
| Price To Book | 2.70 X | |||
| Price To Sales | 2.04 X | |||
| Revenue | 21.94 B | |||
| EBITDA | 6.78 B | |||
| Cash And Equivalents | 1.97 B | |||
| Cash Per Share | 3.42 X | |||
| Total Debt | 12.79 B | |||
| Debt To Equity | 1.09 % | |||
| Book Value Per Share | 33.26 X | |||
| Cash Flow From Operations | 4.18 B | |||
| Earnings Per Share | 6.17 X | |||
| Total Asset | 48.85 B | |||
About Heineken Performance
To evaluate Heineken Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Heineken generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Heineken Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Heineken market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Heineken's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Heineken N.V. engages in brewing and selling beer and cider. The company was founded in 1864 and is headquartered in Amsterdam, the Netherlands. HEINEKEN operates under Beverage Manufacturers classification in Netherlands and is traded on Amsterdam Stock Exchange. It employs 80000 people.Things to note about Heineken performance evaluation
Checking the ongoing alerts about Heineken for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heineken help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heineken generated a negative expected return over the last 90 days | |
| The company has accumulated 12.79 B in total debt with debt to equity ratio (D/E) of 1.1, which is about average as compared to similar companies. Heineken has a current ratio of 0.73, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Heineken until it has trouble settling it off, either with new capital or with free cash flow. So, Heineken's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Heineken sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Heineken to invest in growth at high rates of return. When we think about Heineken's use of debt, we should always consider it together with cash and equity. | |
| About 59.0% of Heineken shares are held by company insiders |
- Analyzing Heineken's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heineken's stock is overvalued or undervalued compared to its peers.
- Examining Heineken's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heineken's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heineken's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heineken's stock. These opinions can provide insight into Heineken's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heineken. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Heineken Stock analysis
When running Heineken's price analysis, check to measure Heineken's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heineken is operating at the current time. Most of Heineken's value examination focuses on studying past and present price action to predict the probability of Heineken's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heineken's price. Additionally, you may evaluate how the addition of Heineken to your portfolios can decrease your overall portfolio volatility.
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