Heineken (Netherlands) Performance
| HEIA Stock | EUR 78.02 1.08 1.40% |
Heineken has a performance score of 1 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.0187, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Heineken's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heineken is expected to be smaller as well. Heineken right now retains a risk of 1.2%. Please check out Heineken standard deviation, total risk alpha, and the relationship between the coefficient of variation and jensen alpha , to decide if Heineken will be following its current trending patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Heineken are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Heineken is not utilizing all of its potentials. The latest 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 7,760 in Heineken on April 24, 2025 and sell it today you would earn a total of 42.00 from holding Heineken or generate 0.54% return on investment over 90 days. Heineken is generating 0.0155% of daily returns and assumes 1.1954% 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 = 0.013
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| Negative Returns | HEIA |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Heineken is performing at about 1% of its full potential. 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 it 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
Assessing Heineken's fundamental ratios provides investors with valuable insights into Heineken's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Heineken is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. 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 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.
Additional 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.