Latest news with #marketperformance
Yahoo
3 days ago
- Business
- Yahoo
Investors in Steadfast Group (ASX:SDF) have seen favorable returns of 97% over the past five years
Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying the right stocks can give your wealth a significant boost. For example, long term Steadfast Group Limited (ASX:SDF) shareholders have enjoyed a 72% share price rise over the last half decade, well in excess of the market return of around 40% (not including dividends). However, more recent returns haven't been as impressive as that, with the stock returning just 7.5% in the last year, including dividends. Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. During the last half decade, Steadfast Group became profitable. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. Given that the company made a profit three years ago, but not five years ago, it is worth looking at the share price returns over the last three years, too. We can see that the Steadfast Group share price is up 17% in the last three years. During the same period, EPS grew by 2.5% each year. Notably, the EPS growth has been slower than the annualised share price gain of 5% over three years. So it's fair to assume the market has a higher opinion of the business than it did three years ago. The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers). We consider it positive that insiders have made significant purchases in the last year. Even so, future earnings will be far more important to whether current shareholders make money. This free interactive report on Steadfast Group's earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Steadfast Group's TSR for the last 5 years was 97%, which exceeds the share price return mentioned earlier. And there's no prize for guessing that the dividend payments largely explain the divergence! Steadfast Group shareholders are up 7.5% for the year (even including dividends). But that return falls short of the market. On the bright side, the longer term returns (running at about 15% a year, over half a decade) look better. It's quite possible the business continues to execute with prowess, even as the share price gains are slowing. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For example, we've discovered 3 warning signs for Steadfast Group that you should be aware of before investing here. If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: most of them are flying under the radar). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.
Yahoo
19-05-2025
- Business
- Yahoo
Those who invested in Batu Kawan Berhad (KLSE:BKAWAN) five years ago are up 64%
Generally speaking the aim of active stock picking is to find companies that provide returns that are superior to the market average. And in our experience, buying the right stocks can give your wealth a significant boost. For example, long term Batu Kawan Berhad (KLSE:BKAWAN) shareholders have enjoyed a 36% share price rise over the last half decade, well in excess of the market return of around 14% (not including dividends). With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). Batu Kawan Berhad's earnings per share are down 0.7% per year, despite strong share price performance over five years. So it's hard to argue that the earnings per share are the best metric to judge the company, as it may not be optimized for profits at this point. Since the change in EPS doesn't seem to correlate with the change in share price, it's worth taking a look at other metrics. On the other hand, Batu Kawan Berhad's revenue is growing nicely, at a compound rate of 9.1% over the last five years. It's quite possible that management are prioritizing revenue growth over EPS growth at the moment. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). This free interactive report on Batu Kawan Berhad's balance sheet strength is a great place to start, if you want to investigate the stock further. As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Batu Kawan Berhad's TSR for the last 5 years was 64%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! The total return of 3.1% received by Batu Kawan Berhad shareholders over the last year isn't far from the market return of -3.5%. Longer term investors wouldn't be so upset, since they would have made 10%, each year, over five years. If the stock price has been impacted by changing sentiment, rather than deteriorating business conditions, it could spell opportunity. It's always interesting to track share price performance over the longer term. But to understand Batu Kawan Berhad better, we need to consider many other factors. For example, we've discovered 3 warning signs for Batu Kawan Berhad (2 don't sit too well with us!) that you should be aware of before investing here. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Malaysian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. 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
18-05-2025
- Business
- Yahoo
Those who invested in SS&C Technologies Holdings (NASDAQ:SSNC) five years ago are up 52%
It hasn't been the best quarter for SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) shareholders, since the share price has fallen 10% in that time. But the silver lining is the stock is up over five years. However we are not very impressed because the share price is only up 43%, less than the market return of 111%. Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). During five years of share price growth, SS&C Technologies Holdings achieved compound earnings per share (EPS) growth of 13% per year. The EPS growth is more impressive than the yearly share price gain of 7% over the same period. Therefore, it seems the market has become relatively pessimistic about the company. The image below shows how EPS has tracked over time (if you click on the image you can see greater detail). It's probably worth noting we've seen significant insider buying in the last quarter, which we consider a positive. That said, we think earnings and revenue growth trends are even more important factors to consider. This free interactive report on SS&C Technologies Holdings' 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. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. In the case of SS&C Technologies Holdings, it has a TSR of 52% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments! It's good to see that SS&C Technologies Holdings has rewarded shareholders with a total shareholder return of 27% in the last twelve months. Of course, that includes the dividend. That's better than the annualised return of 9% over half a decade, implying that the company is doing better recently. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. It's always interesting to track share price performance over the longer term. But to understand SS&C Technologies Holdings better, we need to consider many other factors. Take risks, for example - SS&C Technologies Holdings has 2 warning signs we think you should be aware of. If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: most of them are flying under the radar). Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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. 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
10-05-2025
- Business
- Yahoo
Schloss Wachenheim Third Quarter 2025 Earnings: €0.33 loss per share (vs €0.39 loss in 3Q 2024)
Revenue: €86.5m (flat on 3Q 2024). Net loss: €2.62m (loss narrowed by 15% from 3Q 2024). €0.33 loss per share (improved from €0.39 loss in 3Q 2024). We check all companies for important risks. See what we found for Schloss Wachenheim in our free report. All figures shown in the chart above are for the trailing 12 month (TTM) period Looking ahead, revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Beverage industry in Europe. Performance of the market in Germany. The company's shares are up 2.7% from a week ago. While earnings are important, another area to consider is the balance sheet. See our latest analysis on Schloss Wachenheim's balance sheet health. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) 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.
Yahoo
07-05-2025
- Business
- Yahoo
Is Howmet Aerospace (HWM) Among the Best Performing Large Cap Stocks So Far in 2025?
We recently published a list of 11 Best Performing Large Cap Stocks So Far in 2025. In this article, we are going to take a look at where Howmet Aerospace Inc. (NYSE:HWM) stands against other best performing large cap stocks so far in 2025. The stock market had a chaotic start to the first quarter of 2025. The uncertain tariff policy, growing fears of a recession, and inflation sent the stock market to the worst quarterly performance since the 2022 bear market. On March 31, ClearBridge Investment released its commentary on the market performance. Portfolio Managers Erica Furfaro and Margaret Vitrano highlighted that the S&P 500 index declined 4.27%, whereas the growth-heavy NASDAQ and Russell 1000 Growth Index fell 10.42% and 9.97%, respectively. Elaborating more on the quarterly market performance, the portfolio managers noted that the Russell Growth Index underperformed the Russell Value Index by more than 1,200 basis points indicating that while large-cap stocks were impacted, the growth sector took the major hit. Tariffs were only one of the headwinds affecting the performance and the overall backdrop also includes the launch of Chinese LLM DeepSeek which questioned the AI capital expenditure of various large and mega-cap stocks. This capital expenditure bubble infected the performance of other 'Magnificent Seven' to an extent that only one of the 'Mag Seven' companies could outperform the Russell 1000 Index. Erica Furfaro and Margaret Vitrano noted that their Large Cap Growth ESG strategy performed better than the benchmark amidst all the uncertainty. Their strategy takes the Russell Growth Index as a benchmark. The managers noted that the strategy revolved around being underweight for the Mag Seven and the IT sector. They also highlighted that balancing the portfolio with strong stocks across IT, communication, and financial services also played a pivotal role in generating more relative returns. The investment fund also noted moving towards a 'moving to the middle' approach, which refers to adjusting their portfolio to be less concentrated in any single sector and more balanced across different types of growth companies. Clearbridge has reduced its overweight position in healthcare and increased exposure to the IT sector, which was previously underweight. The fund believes this recalibration positions the portfolio for an economic slowdown. Lastly, Erica Furfaro and Margaret Vitrano noted that the first quarter witnessed the earnings growth broaden away from the Mag Seven and other large-cap stocks outside the big tech names delivered better earnings. They anticipate that, unless there is a recession, earnings growth from industrial and healthcare companies will begin to catch up with the technology sector in 2025.
