Diageo Stock Performance

DEO
 Stock
  

USD 182.43  0.34  0.19%   

Diageo Plc has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.7654, which means possible diversification benefits within a given portfolio. Let's try to break down what Diageo's beta means in this case. As returns on the market increase, Diageo Plc returns are expected to increase less than the market. However, during the bear market, the loss on holding Diageo Plc will be expected to be smaller as well. Although it is important to respect Diageo Plc ADR historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Diageo Plc ADR technical indicators, you can presently evaluate if the expected return of 0.0711% will be sustainable into the future. Diageo Plc ADR right now shows a risk of 1.55%. Please confirm Diageo Plc ADR value at risk, daily balance of power, and the relationship between the total risk alpha and expected short fall to decide if Diageo Plc ADR will be following its price patterns.
  
Diageo Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Diageo Plc ADR are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent technical and fundamental indicators, Diageo Plc is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0197
Payout Ratio
0.53
Last Split Factor
2:1
Forward Annual Dividend Rate
3.63
Dividend Date
2022-10-25
Ex Dividend Date
2022-08-25

Diageo Price Channel

Quick Ratio0.62
Fifty Two Week Low160.09
Target High Price234.24
Fifty Two Week High223.14
Payout Ratio52.08%
Trailing Annual Dividend Yield0.38%
Target Low Price175.00

Diageo Plc Relative Risk vs. Return Landscape

If you would invest  17,639  in Diageo Plc ADR on August 31, 2022 and sell it today you would earn a total of  673.00  from holding Diageo Plc ADR or generate 3.82% return on investment over 90 days. Diageo Plc ADR is generating 0.0711% of daily returns assuming volatility of 1.5481% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Diageo, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Diageo Plc is expected to generate 1.71 times less return on investment than the market. In addition to that, the company is 1.12 times more volatile than its market benchmark. It trades about 0.05 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of volatility.

Diageo Plc Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Diageo Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Diageo Plc ADR, and traders can use it to determine the average amount a Diageo Plc'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 = 0.0459

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Estimated Market Risk
 1.55
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average Diageo Plc is performing at about 3% 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 Diageo Plc by adding it to a well-diversified portfolio.

About Diageo Plc Performance

To evaluate Diageo Plc ADR Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Diageo Plc generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Diageo Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Diageo Plc ADR market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Diageo's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash239 M257.9 M
Return on Investment 19.40  20.77 
Return on Average Assets 9.49  10.22 
Return on Average Equity 44.22  43.24 
Return on Invested Capital 0.15  0.14 
Return on Sales 0.28  0.26 

Things to note about Diageo Plc ADR

Checking the ongoing alerts about Diageo Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Diageo Plc ADR help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Diageo Plc Alerts

Equity Alerts and Improvement Suggestions

On 25th of October 2022 Diageo Plc paid $ 2.2775 per share dividend to its current shareholders
Latest headline from news.google.com: Constellation Brands Inc. Cl A stock rises Monday, still underperforms market - MarketWatch
Continue to Investing Opportunities. Note that the Diageo Plc ADR information on this page should be used as a complementary analysis to other Diageo Plc's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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When running Diageo Plc ADR price analysis, check to measure Diageo Plc'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 Diageo Plc is operating at the current time. Most of Diageo Plc's value examination focuses on studying past and present price action to predict the probability of Diageo Plc's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Diageo Plc's price. Additionally, you may evaluate how the addition of Diageo Plc to your portfolios can decrease your overall portfolio volatility.
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Is Diageo Plc's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Diageo Plc. If investors know Diageo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Diageo Plc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.21
Market Capitalization
105.1 B
Quarterly Revenue Growth YOY
0.28
Return On Assets
0.0878
Return On Equity
0.37
The market value of Diageo Plc ADR is measured differently than its book value, which is the value of Diageo that is recorded on the company's balance sheet. Investors also form their own opinion of Diageo Plc's value that differs from its market value or its book value, called intrinsic value, which is Diageo Plc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Diageo Plc's market value can be influenced by many factors that don't directly affect Diageo Plc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Diageo Plc's value and its price as these two are different measures arrived at by different means. Investors typically determine Diageo Plc value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Diageo Plc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.