Werner Stock Performance

WERN
 Stock
  

USD 43.19  0.36  0.84%   

Werner Enterprise has a performance score of 4 on a scale of 0 to 100. The firm maintains a market beta of 0.951, which attests to possible diversification benefits within a given portfolio. Let's try to break down what Werner's beta means in this case. Werner Enterprise returns are very sensitive to returns on the market. As the market goes up or down, Werner Enterprise is expected to follow. Although it is important to respect Werner Enterprise historical price patterns, it is better to be realistic regarding the information on the equity's current price history. The philosophy towards determining 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 examining Werner Enterprise technical indicators, you can presently evaluate if the expected return of 0.11% will be sustainable into the future. Werner Enterprise right now maintains a risk of 2.03%. Please check out Werner Enterprise downside variance, as well as the relationship between the accumulation distribution and market facilitation index to decide if Werner Enterprise will be following its historical returns.
  
Werner Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Werner Enterprise are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting basic indicators, Werner Enterprise may actually be approaching a critical reversion point that can send shares even higher in December 2022. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0121
Payout Ratio
0.13
Last Split Factor
5:4
Forward Annual Dividend Rate
0.52
Dividend Date
2023-01-17
Ex Dividend Date
2022-12-30

Werner Price Channel

Quick Ratio1.51
Fifty Two Week Low35.84
Target High Price73.00
Fifty Two Week High48.79
Payout Ratio12.22%
Trailing Annual Dividend Yield0.86%
Target Low Price35.00

Werner Enterprise Relative Risk vs. Return Landscape

If you would invest  4,084  in Werner Enterprise on August 28, 2022 and sell it today you would earn a total of  235.00  from holding Werner Enterprise or generate 5.75% return on investment over 90 days. Werner Enterprise is currently generating 0.1077% in daily expected returns and assumes 2.033% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Werner, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Werner Enterprise is expected to generate 1.07 times less return on investment than the market. In addition to that, the company is 1.48 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 0.08 per unit of volatility.

Werner Enterprise Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Werner Enterprise's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Werner Enterprise, and traders can use it to determine the average amount a Werner Enterprise'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 = 0.053

Best
Portfolio
Best
Equity
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CashSmall
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WERNHigh
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Negative Returns
Estimated Market Risk
 2.03
  actual daily
 
 17 %
of total potential
 
1717
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.05
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Werner Enterprise 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 Werner Enterprise by adding it to a well-diversified portfolio.

About Werner Enterprise Performance

To evaluate Werner Enterprise 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 Werner Enterprise 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 Werner 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 Werner Enterprise market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Werner'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-441.6 K-453.2 K
Return on Investment 19.63  20.75 
Return on Average Assets 10.88  9.09 
Return on Average Equity 20.54  16.72 
Return on Invested Capital 0.09  0.12 
Return on Sales 0.06  0.06 

Things to note about Werner Enterprise

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

Werner Enterprise Alerts

Equity Alerts and Improvement Suggestions

Werner Enterprise has a frail financial position based on the latest SEC disclosures
Over 88.0% of the company outstanding shares are owned by institutional investors
On 18th of October 2022 Werner Enterprise paid $ 0.13 per share dividend to its current shareholders
Latest headline from news.google.com: Trucking MA Activity Heads Toward Year-End Boost - Transport Topics Online
Check out Your Current Watchlist. You can also try Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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Is Werner Enterprise'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 Werner Enterprise. If investors know Werner 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 Werner Enterprise 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
(0.09) 
Market Capitalization
2.7 B
Quarterly Revenue Growth YOY
0.18
Return On Assets
0.0602
Return On Equity
0.19
The market value of Werner Enterprise is measured differently than its book value, which is the value of Werner that is recorded on the company's balance sheet. Investors also form their own opinion of Werner Enterprise's value that differs from its market value or its book value, called intrinsic value, which is Werner Enterprise'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 Werner Enterprise's market value can be influenced by many factors that don't directly affect Werner Enterprise'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 Werner Enterprise's value and its price as these two are different measures arrived at by different means. Investors typically determine Werner Enterprise value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Werner Enterprise'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.