Investors in Heineken Holding (AMS:HEIO) have unfortunately lost 3.5% over the last five years
For many, the main point of investing is to generate higher returns than the overall market. But in any portfolio, there will be mixed results between individual stocks. So we wouldn't blame long term Heineken Holding N.V. (AMS:HEIO) shareholders for doubting their decision to hold, with the stock down 12% over a half decade.
Since shareholders are down over the longer term, lets look at the underlying fundamentals over the that time and see if they've been consistent with returns.
Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
Looking back five years, both Heineken Holding's share price and EPS declined; the latter at a rate of 14% per year. The share price decline of 3% per year isn't as bad as the EPS decline. The relatively muted share price reaction might be because the market expects the business to turn around.
The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image).
This free interactive report on Heineken Holding's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further.
It is important to consider the total shareholder return, as well as the share price return, for any given stock. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of Heineken Holding, it has a TSR of -3.5% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments!
We regret to report that Heineken Holding shareholders are down 9.3% for the year (even including dividends). Unfortunately, that's worse than the broader market decline of 3.7%. However, it could simply be that the share price has been impacted by broader market jitters. It might be worth keeping an eye on the fundamentals, in case there's a good opportunity. Unfortunately, last year's performance may indicate unresolved challenges, given that it was worse than the annualised loss of 0.7% over the last half decade. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. It's always interesting to track share price performance over the longer term. But to understand Heineken Holding better, we need to consider many other factors. Case in point: We've spotted 3 warning signs for Heineken Holding you should be aware of.
We will like Heineken Holding better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Dutch exchanges.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CNN
29 minutes ago
- CNN
Trump reports more than $600 million in income from crypto, golf, licensing fees
Donald Trump reported more than $600 million in income from crypto, golf clubs, licensing and other ventures in a public financial disclosure report released on Friday that provided a glimpse of the vast business holdings of America's billionaire president. The annual financial disclosure form, which appeared to cover the 2024 calendar year, shows the president's push into crypto added substantially to his wealth but he also reported large fees from developments and revenues from his other businesses. Overall, the president reported assets worth at least $1.6 billion, a Reuters calculation shows. While Trump has said he has put his businesses into a trust managed by his children, the disclosures show how income from those sources still ultimately accrue to the president - something that has opened him to accusations of conflicts of interest. Some of his businesses in areas such as crypto, for example, benefit from U.S. policy shifts under him and have become a source of criticism. 'President Trump, Vice President Vance, and senior White House staff have completed required ethics briefings and financial reporting obligations,' White House press secretary Karoline Leavitt said in an emailed statement to Reuters. 'The Trump Administration is committed to transparency and accessibility for the American people.' The financial disclosure was signed on June 13 and did not state the time period it covered. The details of the cryptocurrency listings, as well as other information in the disclosure, suggest it was through the end of December 2024, which would exclude most of the money raised by the family's cryptocurrency ventures. Given the speed at which the Trump family has made deals during his ascent to the presidency, the filing is already a time capsule of sorts, capturing a period when the family was just starting to get into crypto but was largely still in the world of real estate deals and golf clubs. A meme coin released earlier this year by the president - $TRUMP - alone has earned an estimated $320 million in fees, although it's not publicly known how that amount has been divided between a Trump-controlled entity and its partners. In addition to the meme coin fees, the Trump family has raked in more than $400 million from World Liberty Financial, a decentralized finance company. The Trump family is involved, also, with a bitcoin mining operation and digital asset exchange-traded funds. In the disclosures, Trump reported $57.35 million from token sales at World Liberty. He also reported holding 15.75 billion governance tokens in the venture. The wealth of the Republican businessman-turned-politician ranges from crypto to real estate, and a large part on paper is tied up in his stake in Trump Media & Technology Group, owner of social media platform Truth Social. Besides assets and revenues from his business ventures, the president reported at least $12 million in income, including through interest and dividends, from passive investments totaling at least $211 million, a Reuters calculation shows. His biggest investments were in alternative fund manager Blue Owl Capital Corp and in government bond funds managed by Charles Schwab and Invesco. The disclosure often only gave ranges for the value of his assets and income; Reuters used the lower amount listed, meaning the total value of his assets and income was almost certainly higher. The disclosure showed income from various assets including Trump's properties in Florida. Trump's three golf-focused resorts in the state - Jupiter, Doral and West Palm Beach - plus his nearby private members' club at Mar-a-Lago generated at least $217.7 million in income, according to the filing. Trump National Doral, the expansive Miami-area golf hub known for its Blue Monster course, was the family's single largest income source at $110.4 million. The income figures provided are essentially revenues, not net profits after subtracting costs. The disclosure underlined the global nature of the Trump family business, listing income of $5 million in license fees from a development in Vietnam, $10 million in development fees from a project in India and almost $16 million in licensing fees for a Dubai project. Trump collected royalty money, also, from a variety of deals - $1.3 million from the Greenwood Bible (its website describes it as 'the only Bible officially endorsed by Lee Greenwood and President Trump'); $2.8 million from Trump Watches, and $2.5 million from Trump Sneakers and Fragrances. Trump listed $1.16 million in income from his NFTs - digital trading cards in his likeness - while First Lady Melania Trump earned around $216,700 from license fees on her own NFT collection.
Yahoo
an hour ago
- Yahoo
Veteran fund manager issues dire stock market warning
Veteran fund manager issues dire stock market warning originally appeared on TheStreet. The stock market loves climbing a wall of worry. We've certainly seen that over the past two months. Despite worry over mounting U.S. debt and tariff impacts on inflation and the economy, the S&P 500 has rallied 20%. Technology stocks have done even better. The Nasdaq Composite, home to most tech leaders, is up 27%. The rally since President Trump paused most reciprocal tariffs announced on April 2, so-called "Liberation Day," for 90 days has been impressive. However, there's good reason for concern, especially since the S&P 500 is challenging all-time highs and its valuation is arguably becoming frothy risk that stocks could lose some of their luster after their rally has caught the attention of many Wall Street veterans, including long-time hedge fund manager Doug Kass. Kass has been navigating the markets since the 1970s, including as research director for Leon Cooperman's Omega Advisors, and his experience through good and bad times helped him correctly predict the sell-off earlier this year and the market bottom in April. This week, Kass updated his stock market outlook, including a surprisingly long list of red flags for why investors should be cautious. The best set-up for tantalizing returns is a market that's oversold enough to have reset forward price-to-earnings ratios to levels near the lower end of their historical averages. In February, when stocks were notching all-time highs right before the tariff-fueled reckoning, the S&P 500's P/E ratio eclipsed 22, and most sentiment measures were flashing sell-off through early April erased much of that frothiness, driving the S&P 500's P/E ratio to 19 and below five-year averages of 19.9 — not bargain-basement priced, but low enough to help catapult stocks from severely oversold readings. As a reminder, CNN's Fear & Greed indicator was at "Extreme Fear," and bearishness by most measures was sky high in the days after the April 2 tariff announcement. Now that the stock market is back near its highs, sentiment has turned optimistic again, with CNN's measure flashing "Greed." Because earnings forecasts haven't materially increased, the S&P 500's P/E ratio is north of 21 — hardly cheap. "Valuation multiples expanded in a relief rally from mid-April to now and the S&P 500 now trades at 21x forward earnings, 35% above average," wrote Bank of America analysts to clients on June 14. "The index looks statistically expensive relative to its own history on all 20 of the valuation metrics we track." Doug Kass has tracked the market successfully through 1970s skyrocketing inflation, 1980s double-digit interest rates, the Savings & Loan crisis, the Internet boom and bust, the Great Recession, a pandemic, and the bear market of 2022. He's seen a lot over his nearly 50-year career, making his stock market warning now worth paying attention to. "Equities haven't been this unattractive since late 2021," wrote Kass on TheStreet Pro. "There is little room for disappointment. More Economic Analysis: Hedge-fund manager sees U.S. becoming Greece A critical industry is slamming the economy Reports may show whether the economy is toughing out the tariffs The concern that stocks have priced in much of the good news likely to come from ongoing trade negotiations may have merit, given this week's China trade deal news left tariffs at current levels near 55%. As the impact of tariffs flows through supply chains, inflation may start rising within months, crimping household and business spending. Unfortunately, that's not the only risk on Kass's mind. The money manager provided a long list of threats that could derail stocks' rally. It's a long list, so you may want to refill your beverage. He writes: Political and geopolitical polarization and competition will probably translate into less political centrism and a reduced concern for deficits, creating structural uncertainties, limited fiscal discipline, and imprudence around the globe ... and for the possibility of bond markets to "disanchor." The cracks in the foundation of the bull market are multiple and are deepening, but they are being ignored (as market structure changes have led to price momentum [fear of missing out] being favored over value and common sense). With the S&P 500 Index at around 6000, the downside risk dwarfs the upside reward for equities — in a ratio of about 5-1 (negative). Valuations (a 22-times forward Price Earnings Ratio) and (consensus) expectations for economic and corporate profit growth are all inflated. Being dismissed are JPMorgan CEO Jamie Dimon's and others' dour comments on complacency and a view that the corporate credit market is "ridiculously over-stretched.' Look for the soft data (see last week's weak ISM and climb in jobless claims) to move into (and weaken) the hard data led by a slowing housing market likely to provide ample near-term evidence of the exposure and vulnerability of the middle class. Below trend-line economic growth (housing will lead us lower) coupled with sticky inflation lie ahead ("slugflation") — uncomfortable for a Federal Reserve which has to make increasingly more difficult decisions. Corporate profit growth (rising +13% in 1Q2025) will markedly decelerate in this year's second half. The equity risk premium is at a two-decade low — typically consistent with a slide in equities. The S&P Dividend Yield is at a near-record low of 1.27% — and the spread between the dividend yield and the 10-year U.S. Treasury note yield has rarely been as wide. With so many possible adverse outcomes, my baseline expectation is for seven lean months ahead over the balance of 2025. Kass is clearly nervous that any single or combination of headwinds could cause stocks to give back some gains. What should investors do? Over time, the stock market goes up and to the right, so those with long-term horizons are often best off sticking to their plan, recognizing that there will be bumps and bruises along the way. However, investors with a shorter-term horizon may want to rein in some risk, pocket some profit, and increase "dry powder" to take advantage of any weakness if Kass's warning proves fund manager issues dire stock market warning first appeared on TheStreet on Jun 14, 2025 This story was originally reported by TheStreet on Jun 14, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Space stocks soar as Elon Musk and Donald Trump argue
Space stocks soar as Elon Musk and Donald Trump argue originally appeared on TheStreet. Last week, a social media post from Elon Musk caused many people to stop in their tracks. The Tesla () CEO had taken his conflict with President Donald Trump in a direction that seemed shocking, even for him. In the now-deleted post, Musk accused Trump of having ties to Jeffrey Epstein. He went on to argue that without him, the President would not have won the 2024 election, and posted a poll to X about the idea of starting a third party to challenge both Democrats and Republicans. 💵💰💰💵 Trump responded by threatening Musk with consequences, such as the termination of millions of dollars worth of federal contracts awarded to SpaceX. This stands to severely compromise the future of Musk's space exploration company at a highly pivotal time. While the future of SpaceX hangs in the balance, though, most space stocks are benefiting from the tensions between Trump and Musk. Prior to Musk and Trump's public fallout, experts speculated that their close relationship would be highly beneficial to SpaceX. Musk's close proximity to Trump stood to help the company secure the federal funding it needed to establish itself as the market's space exploration Musk's company is caught in the crossfire of a vicious battle between two powerful men who aren't known for backing down. Trump has made it clear he is willing to attack Musk, regardless of the consequences it may pose for the U.S.'s space program, stating in a recent Truth Social post that 'The easiest way to save money in our Budget, Billions and Billions of Dollars, is to terminate Elon's Governmental Subsidies and Contracts.' While the battle between the two drags on, though, many space stocks are rising steadily, enjoying the momentum from the uncertainty surrounding SpaceX. Fellow space exploration company Virgin Galactic Holdings () , typically seen as a close rival to SpaceX, is up more than 16% for the past week, even after some volatility. Space tech startup Rocket Lab USA () has caught the attention of many investors over the past year, with gains of almost 600% since January 2024. It has recently picked up even more momentum, though, rising 15% on negative SpaceX speculation. Satellite designer AST SpaceMobile () , once dismissed as a meme stock, has surged almost 50% over the past five days, although reports indicate that this could be due to speculation that Amazon founder Jeff Bezos has taken a position in the company. The list of space stocks that have risen recently also includes Intuitive Machines () , a company that has benefited significantly from procuring larger space contracts over the past few months. More SpaceX News: Elon Musk's SpaceX plans raise major red flags for regulators Elon Musk gets more bad news from a new rival Elon Musk makes unexpected promise after major tech meltdown While these space stocks have risen recently, a prominent tech company with strong ties to Musk moved in the other direction. Palantir Technologies () , a multi-facted defense contractor, has surged throughout 2025, benefiting from chairman Peter Thiel's close ties to Musk. Last week, it saw shares dip as the CEO's relationship with President Trump took a sharp turn. The fact that many space stocks are rising on negative SpaceX speculation serves as a reminder of the zero-sum nature of financial markets. When bad news that is highly specific to one company breaks, it often serves to elevate its rivals, as investors see an opportunity for others to gain.'The very idea of seeing SpaceX do less federal business is why Rocket Lab USA is up more than 4% overnight,' states Wall Street veteran Stephen Guilfoyle, an experienced trader who has long been bullish on the company, though he recently took some profits. Guilfoyle recently highlighted that Rocket Lab is acquiring space payload solutions company Geost for $275 million, saying, 'The deal is expected to close later this year and likely cements Rocket Lab's place as a new player in the end-to-end national security space solutions provider." A fast-growing company, Rocket Lab might have risen even without the SpaceX catalyst. But now that the privately held space venture is facing a highly uncertain future, RKLB and its fellow space stocks could be in an excellent position to keep rising, at least while Wall Street waits for Musk and Trump to reach a stocks soar as Elon Musk and Donald Trump argue first appeared on TheStreet on Jun 9, 2025 This story was originally reported by TheStreet on Jun 9, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
