Travelers Stock Performance

TRV
 Stock
  

USD 171.56  2.75  1.63%   

The entity has a beta of 0.6584, which indicates possible diversification benefits within a given portfolio. Let's try to break down what Travelers's beta means in this case. As returns on the market increase, Travelers Companies returns are expected to increase less than the market. However, during the bear market, the loss on holding Travelers Companies will be expected to be smaller as well. Even though it is essential to pay attention to The Travelers Companies current price movements, it is always good to be careful when utilizing equity historical returns. Our philosophy towards measuring any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. The Travelers Companies exposes twenty-eight different technical indicators, which can help you to evaluate its performance. The Travelers Companies has an expected return of -0.0061%. Please be advised to validate Travelers Companies sortino ratio, as well as the relationship between the semi variance and rate of daily change to decide if The Travelers Companies performance from the past will be repeated at some point in the near future.
  
Travelers Performance
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Over the last 90 days The Travelers Companies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, Travelers Companies is not utilizing all of its potentials. The new stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0225
Payout Ratio
0.25
Last Split Factor
2:1
Forward Annual Dividend Rate
3.72
Dividend Date
2022-09-30
Ex Dividend Date
2022-09-08
Last Split Date
1998-05-12

Travelers Price Channel

Quick Ratio0.17
Fifty Two Week Low145.40
Target High Price190.00
Fifty Two Week High187.98
Payout Ratio24.81%
Trailing Annual Dividend Yield2.25%
Target Low Price158.00

Travelers Companies Relative Risk vs. Return Landscape

If you would invest  17,358  in The Travelers Companies on May 16, 2022 and sell it today you would lose (202.00)  from holding The Travelers Companies or give up 1.16% of portfolio value over 90 days. The Travelers Companies is generating negative expected returns assuming volatility of 1.5735% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Travelers, 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 Travelers Companies is expected to under-perform the market. In addition to that, the company is 1.26 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.06 per unit of volatility.

Travelers Companies Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Travelers Companies' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Travelers Companies, and traders can use it to determine the average amount a Travelers Companies' 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 = -0.0039

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Negative ReturnsTRV
Estimated Market Risk
 1.57
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.0
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 0 %
of total potential
 
00
Based on monthly moving average Travelers Companies is performing at about 0% 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 Travelers Companies by adding it to a well-diversified portfolio.

About Travelers Companies Performance

To evaluate The Travelers Companies 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 Travelers Companies 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 Travelers 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 The Travelers Companies stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Travelers'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 Cash-10.3 M-10.6 M
Return on Average Assets 3.09  2.77 
Return on Average Equity 12.61  11.45 
Return on Invested Capital 0.0378  0.0331 
Return on Sales 0.14  0.13 
The Travelers Companies, Inc., through its subsidiaries, provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The Travelers Companies, Inc. was founded in 1853 and is based in New York, New York. Travelers Companies operates under InsuranceProperty Casualty classification in the United States and is traded on New York Stock Exchange. It employs 30184 people.

Things to note about The Travelers Companies

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

Travelers Companies Alerts

Equity Alerts and Improvement Suggestions

Travelers Companies generated a negative expected return over the last 90 days
The company has 7.29 B in debt with debt to equity (D/E) ratio of 0.32, which is OK given its current industry classification. The Travelers Companies has a current ratio of 0.33, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Travelers Companies until it has trouble settling it off, either with new capital or with free cash flow. So, Travelers Companies' 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 The Travelers Companies sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Travelers to invest in growth at high rates of return. When we think about Travelers Companies' use of debt, we should always consider it together with cash and equity.
Travelers Companies has a frail financial position based on the latest SEC disclosures
Over 85.0% of Travelers Companies shares are owned by institutional investors
On 30th of June 2022 Travelers Companies paid $ 0.93 per share dividend to its current shareholders
Latest headline from www.gurufocus.com: Top 5 2nd Quarter Trades of Je - GuruFocus.com
Additionally, take a look at World Market Map. Note that the The Travelers Companies information on this page should be used as a complementary analysis to other Travelers Companies' 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for Travelers Stock analysis

When running The 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 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.
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Is Travelers Companies' 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 Travelers Companies. If investors know Travelers 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 Travelers Companies 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
-0.38
Market Capitalization
40.7 B
Quarterly Revenue Growth YOY
0.052
Return On Assets
0.0245
Return On Equity
0.14
The market value of The Travelers Companies is measured differently than its book value, which is the value of Travelers that is recorded on the company's balance sheet. Investors also form their own opinion of Travelers Companies' value that differs from its market value or its book value, called intrinsic value, which is Travelers Companies' 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 Travelers Companies' market value can be influenced by many factors that don't directly affect Travelers Companies' 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 Travelers Companies' value and its price as these two are different measures arrived at by different means. Investors typically determine Travelers Companies value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Travelers Companies' 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.