Univest Pennsylvania Stock Performance
| UVSP Stock | USD 29.93 0.06 0.20% |
Univest Pennsylvania has a performance score of 4 on a scale of 0 to 100. The entity has a beta of 0.22, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Univest Pennsylvania's returns are expected to increase less than the market. However, during the bear market, the loss of holding Univest Pennsylvania is expected to be smaller as well. Univest Pennsylvania right now has a risk of 2.41%. Please validate Univest Pennsylvania maximum drawdown, as well as the relationship between the skewness and day typical price , to decide if Univest Pennsylvania will be following its existing price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Univest Pennsylvania are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, Univest Pennsylvania may actually be approaching a critical reversion point that can send shares even higher in January 2025. ...more
Actual Historical Performance (%)
One Day Return 0.2 | Five Day Return 2.12 | Year To Date Return 36.11 | Ten Year Return 48.39 | All Time Return 320.96 |
Forward Dividend Yield 0.0282 | Payout Ratio 0.336 | Last Split Factor 3:2 | Forward Dividend Rate 0.84 | Dividend Date 2024-11-20 |
1 | Univest Financial Corp Q3 2024 Earnings GAAP EPS of 0.63 Beats Estimates, Net Income at 18. ... | 10/24/2024 |
2 | Univest Financial Corp Q3 2024 Earnings Call Highlights Strong Deposit Growth and ... | 10/25/2024 |
3 | Acquisition by Paquin Natalye of 565 shares of Univest Pennsylvania at 28.1 subject to Rule 16b-3 | 11/01/2024 |
4 | Univest financial director Paquin buys shares worth 15,876 | 11/04/2024 |
5 | Univest Financial Stock Drops Amid Market Volatility | 11/08/2024 |
6 | Qualigen Therapeutics Announces 4.5 Million Private Placement of Convertible Preferred Shares | 11/19/2024 |
| Univest Pennsylvania dividend paid on 20th of November 2024 | 11/20/2024 |
7 | Univest Financial Sets New 52-Week High Heres Why | 11/27/2024 |
8 | Univest Securities, LLC Announces Closing of 15 Million Registered Direct Offering for its ... | 12/10/2024 |
9 | Univest Securities, LLC Announces Closing of 2 Million Registered Direct Offering for its ... | 12/18/2024 |
| Begin Period Cash Flow | 152.8 M |
Univest |
Univest Pennsylvania Relative Risk vs. Return Landscape
If you would invest 2,793 in Univest Pennsylvania on September 28, 2024 and sell it today you would earn a total of 200.00 from holding Univest Pennsylvania or generate 7.16% return on investment over 90 days. Univest Pennsylvania is currently generating 0.1393% in daily expected returns and assumes 2.4124% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than Univest, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Univest Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Univest Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Univest Pennsylvania, and traders can use it to determine the average amount a Univest Pennsylvania'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 = 0.0577
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| Cash | Small Risk | UVSP | High Risk | Huge Risk |
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Estimated Market Risk
| 2.41 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Univest Pennsylvania is performing at about 4% 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 Univest Pennsylvania by adding it to a well-diversified portfolio.
Univest Pennsylvania Fundamentals Growth
Univest Stock prices reflect investors' perceptions of the future prospects and financial health of Univest Pennsylvania, and Univest Pennsylvania 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 Univest Stock performance.
| Return On Equity | 0.087 | ||||
| Return On Asset | 0.0091 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.34 % | ||||
| Current Valuation | 774.46 M | ||||
| Shares Outstanding | 29.04 M | ||||
| Price To Earning | 11.33 X | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 3.01 X | ||||
| Revenue | 286.05 M | ||||
| Gross Profit | 283.98 M | ||||
| EBITDA | (6.34 M) | ||||
| Net Income | 71.1 M | ||||
| Cash And Equivalents | 113.98 M | ||||
| Cash Per Share | 3.90 X | ||||
| Total Debt | 493.61 M | ||||
| Debt To Equity | 0.14 % | ||||
| Book Value Per Share | 30.16 X | ||||
| Cash Flow From Operations | 89.74 M | ||||
| Earnings Per Share | 2.49 X | ||||
| Market Capitalization | 869.25 M | ||||
| Total Asset | 7.78 B | ||||
| Retained Earnings | 474.69 M | ||||
About Univest Pennsylvania Performance
Assessing Univest Pennsylvania's fundamental ratios provides investors with valuable insights into Univest Pennsylvania's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Univest Pennsylvania 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.08 | 0.12 |
Things to note about Univest Pennsylvania performance evaluation
Checking the ongoing alerts about Univest Pennsylvania for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Univest Pennsylvania help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Univest Pennsylvania has a poor financial position based on the latest SEC disclosures | |
| Over 78.0% of the company outstanding shares are owned by institutional investors | |
| On 20th of November 2024 Univest Pennsylvania paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Univest Securities, LLC Announces Closing of 2 Million Registered Direct Offering for its ... |
- Analyzing Univest Pennsylvania'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 Univest Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Univest Pennsylvania'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 Univest Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Univest Pennsylvania's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Univest Pennsylvania's stock. These opinions can provide insight into Univest Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Univest Stock Analysis
When running Univest Pennsylvania's price analysis, check to measure Univest Pennsylvania'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 Univest Pennsylvania is operating at the current time. Most of Univest Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Univest Pennsylvania's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Univest Pennsylvania's price. Additionally, you may evaluate how the addition of Univest Pennsylvania to your portfolios can decrease your overall portfolio volatility.