The Travelers Companies Stock Beta
| TRV Stock | USD 259.27 3.42 1.30% |
The Travelers Companies fundamentals help investors to digest information that contributes to Travelers Companies' financial success or failures. It also enables traders to predict the movement of Travelers Stock. The fundamental analysis module provides a way to measure Travelers Companies' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Travelers Companies stock.
Travelers | Beta |
The Travelers Companies Company Beta Analysis
Travelers Companies' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Travelers Companies Beta | 0.63 |
Most of Travelers Companies' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, The Travelers Companies is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Travelers Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Travelers Companies is extremely important. It helps to project a fair market value of Travelers Stock properly, considering its historical fundamentals such as Beta. Since Travelers Companies' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Travelers Companies' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Travelers Companies' interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, The Travelers Companies has a Beta of 0.63. This is 23.17% lower than that of the Insurance sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Travelers Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Travelers Companies' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Travelers Companies could also be used in its relative valuation, which is a method of valuing Travelers Companies by comparing valuation metrics of similar companies.Travelers Companies is currently under evaluation in beta category among its peers.
Travelers Companies ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Travelers Companies' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Travelers Companies' managers, analysts, and investors.Environmental | Governance | Social |
Travelers Companies Institutional Holders
Institutional Holdings refers to the ownership stake in Travelers Companies that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Travelers Companies' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Travelers Companies' value.| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 3.1 M | Northern Trust Corp | 2024-09-30 | 3 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 2.4 M | Legal & General Group Plc | 2024-06-30 | 2.3 M | Norges Bank | 2024-06-30 | 2.2 M | Bank Of New York Mellon Corp | 2024-06-30 | 2 M | Ubs Group Ag | 2024-06-30 | 1.8 M | Macquarie Group Ltd | 2024-06-30 | 1.6 M | Amvescap Plc. | 2024-06-30 | 1.6 M | Vanguard Group Inc | 2024-09-30 | 21.5 M | Blackrock Inc | 2024-06-30 | 20.2 M |
As returns on the market increase, Travelers Companies' returns are expected to increase less than the market. However, during the bear market, the loss of holding Travelers Companies is expected to be smaller as well.
Travelers Fundamentals
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0293 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.14 % | ||||
| Current Valuation | 66.47 B | ||||
| Shares Outstanding | 227.02 M | ||||
| Shares Owned By Insiders | 0.24 % | ||||
| Shares Owned By Institutions | 84.56 % | ||||
| Number Of Shares Shorted | 3.75 M | ||||
| Price To Earning | 13.69 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.32 X | ||||
| Revenue | 41.36 B | ||||
| Gross Profit | 8.52 B | ||||
| EBITDA | 4.47 B | ||||
| Net Income | 2.99 B | ||||
| Cash And Equivalents | 4.7 B | ||||
| Cash Per Share | 20.06 X | ||||
| Total Debt | 8.03 B | ||||
| Debt To Equity | 0.37 % | ||||
| Current Ratio | 0.34 X | ||||
| Book Value Per Share | 122.01 X | ||||
| Cash Flow From Operations | 7.71 B | ||||
| Short Ratio | 3.24 X | ||||
| Earnings Per Share | 19.46 X | ||||
| Price To Earnings To Growth | 0.90 X | ||||
| Target Price | 262.67 | ||||
| Number Of Employees | 32.97 K | ||||
| Beta | 0.63 | ||||
| Market Capitalization | 59.64 B | ||||
| Total Asset | 125.98 B | ||||
| Retained Earnings | 45.59 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 2.34 % | ||||
| Net Asset | 125.98 B | ||||
| Last Dividend Paid | 4.1 |
About Travelers Companies Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Travelers Companies's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Travelers Companies using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Travelers Companies based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional Tools for Travelers Stock Analysis
When running Travelers Companies' price analysis, check to measure Travelers Companies' 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 Travelers Companies is operating at the current time. Most of Travelers Companies' value examination focuses on studying past and present price action to predict the probability of Travelers Companies' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Travelers Companies' price. Additionally, you may evaluate how the addition of Travelers Companies to your portfolios can decrease your overall portfolio volatility.