Values as of: 2024-06-26
COMMON STOCK | Capital Markets |
Last Closing
USD 14.8Change
-0.10 (-0.67)%Market Cap
USD 137.45BVolume
70.00Verdict
Verdict
Currency: EUR
Country : Germany
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| DWD:F | Morgan Stanley |
-0.18 (-0.20%) |
USD 145.79B |
| GOS:F | The Goldman Sachs Group Inc |
+6.40 (+1.54%) |
USD 136.40B |
| SWG:F | The Charles Schwab Corporation |
+0.33 (+0.48%) |
USD 123.92B |
| 4M4:F | Macquarie Group Limited |
-0.40 (-0.32%) |
USD 47.70B |
| CI9:F | CITIC Securities Company Limit.. |
-0.01 (-0.75%) |
USD 32.66B |
| RJF:F | Raymond James Financial Inc |
N/A |
USD 23.52B |
| 4T0:F | Tradeweb Markets Inc |
+0.50 (+0.51%) |
USD 21.07B |
| 7LI:F | LPL Financial Holdings Inc |
+2.00 (+0.78%) |
USD 19.72B |
| 7KY:F | Robinhood Markets Inc. |
+0.11 (+0.52%) |
USD 18.69B |
| NSEA:F | Nomura Holdings Inc |
N/A |
USD 16.19B |
N/A
| Market Performance vs. Industry/Classification (Capital Markets) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 12.98% | 67% | D+ | 72% | C | ||
| Dividend Return | 2.11% | 45% | F | 39% | F | ||
| Total Return | 15.08% | 63% | D | 68% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 35.78% | 72% | C | 83% | B | ||
| Dividend Return | 5.09% | 48% | F | 50% | F | ||
| Total Return | 40.87% | 67% | D+ | 78% | C+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 5.95% | 54% | F | 64% | D | ||
| Dividend Return | 6.82% | 50% | F | 60% | D- | ||
| Total Return | 0.87% | 28% | F | 32% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 12.94% | 80% | B- | 78% | C+ | ||
| Risk Adjusted Return | 52.65% | 78% | C+ | 76% | C+ | ||
| Market Capitalization | 137.45B | 99% | N/A | 99% | N/A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
