Company Analysis The Travelers
1. Summary
Advantages
- The company's current efficiency (ROE=12%) is higher than the sector average (ROE=11.03%)
Disadvantages
- Price (232.43 $) is higher than fair price (156.47 $)
- Dividends (1.8%) are below the sector average (2.65%).
- The stock's return over the last year (14.34%) is lower than the sector average (19.81%).
- Current debt level 6.9% has increased over 5 years from 5.96%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| The Travelers | Financials | Index | |
|---|---|---|---|
| 7 days | 1% | 1.8% | 0.6% |
| 90 days | -3.4% | -15.3% | 1% |
| 1 year | 14.3% | 19.8% | 20.7% |
TRV vs Sector: The Travelers has significantly underperformed the "Financials" sector by -5.46% over the past year.
TRV vs Market: The Travelers has significantly underperformed the market by -6.35% over the past year.
Stable price: TRV is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: TRV with weekly volatility of 0.2758% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (232.43 $) is higher than the fair price (156.47 $).
Price is higher than fair: The current price (232.43 $) is 32.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (14.42) is lower than that of the sector as a whole (63.15).
P/E vs Market: The company's P/E (14.42) is lower than that of the market as a whole (47.68).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.73) is higher than that of the sector as a whole (1.45).
P/BV vs Market: The company's P/BV (1.73) is lower than that of the market as a whole (22.59).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.04) is lower than that of the sector as a whole (3.58).
P/S vs Market: The company's P/S indicator (1.04) is lower than that of the market as a whole (15.21).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (72.52) is higher than that of the sector as a whole (-77.74).
EV/Ebitda vs Market: The company's EV/Ebitda (72.52) is higher than that of the market as a whole (24.31).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 2.16% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (2.16%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-80.32%).
5.4. ROE
ROE vs Sector: The company's ROE (12%) is higher than that of the sector as a whole (11.03%).
ROE vs Market: The company's ROE (12%) is lower than that of the market as a whole (18.08%).
5.5. ROA
ROA vs Sector: The company's ROA (2.54%) is lower than that of the sector as a whole (3.22%).
ROA vs Market: The company's ROA (2.54%) is lower than that of the market as a whole (6.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (9.31%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.8% is below the average for the sector '2.65%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.8% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 1.8% has been growing over the last 5 years. Growth over 18 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (30.36%) are at a comfortable level.
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