Z-Score:1.8
F-Score:1
Symbol:VPK.AS
Levermann-Analysis Sell
1. Return on Equity CY
Definition
The return on equity (RoE) describes the relationship between profit and equity.
Importance
The return on equity is important for equities. It has been found that there is a connection between the return on equity and the performance of the stock. The higher the return on equity, the more likely an increase in value.
Exception
None.
Score
- +1 Pkt.
- if the return on equity is greater than 20%
- 0 Pkt.
- if the return on equity is between 10% and 20%.
- -1 Pkt.
- if the return on equity is less than 10%.
Calculation for Vopak
- Last Year
- 2018
- RoE
- 8.95 %
- Point
- -1
2. EBIT-Margin CY
Definition
The EBIT-margin is a business measure that makes statements about the profitability of companies. It results from the quotient of EBIT and sales.
Importance
High EBIT-margins are a quality criterion for the investment risk. The higher the EBIT-margin, the easier it will be to cope with sales declines economically.
Score
- +1 Pkt.
- if the EBIT-margin is greater than 12%.
- 0 Pkt.
- if the EBIT-margin is between 6 and 12%.
- -1 Pkt.
- if the EBIT-margin is less than 6%.
Exception
For financial assets, this criterion is not applicable according to Levermann. By default, financials get 0 points.
Calculation for Vopak
- Last Year
- 2018
- EBIT-Margin
- 36.89 %
- Point
- 1
3. EQUITY RATIO
Definition
The equity ratio is a business ratio that reflects the ratio of equity to the total capital of a business. .
Importance
The equity ratio is the most important balance sheet key figure that provides information about the capital structure of a company. It is important for the creditworthiness of a company.
Score
- +1 Pkt.
- if the equity ratio is greater than 25%..
- 0 Pkt.
- if the equity ratio is between 15% and 25%.
- -1 Pkt.
- if the equity ratio is less than 15%.
Exception
For financial assets, the valuation criteria are different because they have a high leverage. Financials receive a plus when their equity ratio is greater than 10%. It receives a minus when its equity ratio is less than 5%. If the equity ratio is between 5% and 10%, the value is 0 points.
Calculation for Vopak
- Last Year
- 2018
- Equity ratio
- 50.79 %
- Point
- 1
4. P/E ratio 5Y
Definition
The Price-Earnings-Ratio (P/E ratio) is an economic indicator for the valuation of equities. For this purpose, the price of the share is set in relation to the earnings per share determined or expected for a comparative period.
Importance
The P/E ratio indicates at what multiple of its expected earnings a stock is currently being valued on the stock exchange. In other words, the P/E ratio indicates after how many years the company's profit has paid the price of the stock.
Score
- +1 Pkt.
- if the P/E ratio is less than 12 but greater than 0.
- 0 Pkt.
- if the P/E ratio is between 12 and 16.
- -1 Pkt.
- if the P/E ratio is greater than 16 or less than 0.
Exception
None.
Data for Vopak
Calculation for Vopak
- EPS ∅
- 2.882
- P/E ratio ∅
- 48.460 / 2.882 = 16.81
- Punkte
- -1
5. P/E ratio CY
Definition
The Price-Earnings-Ratio (P/E ratio) is an economic indicator for the valuation of equities. For this purpose, the price of the share is set in relation to the earnings per share determined or expected for a comparative period.
Importance
The P/E ratio indicates at what multiple of its expected earnings a stock is currently being valued on the stock exchange. In other words, the P/E ratio indicates after how many years the company's profit has paid the price of the stock.
Score
- +1 Pkt.
- if the P/E ratio is less than 12 but greater than 0.
- 0 Pkt.
- if the P/E ratio is between 12 and 16.
- -1 Pkt.
- if the P/E ratio is greater than 16 or less than 0.
Exception
Keine.
Calculation for Vopak
- P/E ratio 2019
- 13.69
- Point
- 0
6. Analyst opinions
Definition
Equities are ranked by the analysts in a three-level scale: buy = 1, hold = 2, sell = 3. An average of analyst opinions is calculated.
Importance
The opinions of the analysts reflect a majority opinion, which are no longer surprises and thus bring no great upside potential. In the case of large and medium-sized companies, this indicator is used as a contraindicator. For smaller companies with a low number of analyst opinions this does not apply. For the classification of companies in smallcap, midcap and largecap see key figure 14.
Score
- +1 Pkt.
- if the factor is equal to or greater than 2,5.
- 0 Pkt.
- if the factor is between 1,5 and 2,5.
- -1 Pkt.
- if the factor is less than or equal to 1,5.
Exception
If the stock is a smallcap and there are no more than 5 analyst opinions, the valuation will be carried out with different omens. A metric equal to 1.5 is rated +1. An indicator equal to or greater than 2.5 is rated -1. A ratio between 1.5 and 2.5 is rated 0 points.
Data for Vopak
- Buy
- 5 (Buy + Outperform)
- Hold
- 2 (Hold)
- Sell
- 0 (Sell + Underperform)
Calculation for Vopak
- ∅
- (5 * 1 + 2 * 2 + 0 * 3) / (5 + 2 + 0) = 1.29
- Point
- -1
7. Reaction to quarterly figures
Definition
This factor calculates how the price of the stock changed on the day of publication of the last quarterly figures compared to the benchmark index. The key figure results from the difference between the daily performance of the value considered and the index.
Importance
Surprisingly positive or negative quarterly figures are reflected in the performance of the value on the trading day. Positive or negative messages are often followed by more positive or negative messages.
Score
- +1 Pkt.
- if the adjusted performance is greater than 1%.
- 0 Pkt.
- if the adjusted performance is between -1% and +1%.
- -1 Pkt.
- if the adjusted performance is less than -1%.
Exception
None.
Data for Vopak AG
Calculation forVopak
Vopak Price reaction = 3.00 %
Euro Stoxx 600 Reaction = 0.17 %
Reaction to quarterly figures = 2.83 %
Point: 1
8. Profit revision
Definition
The difference between the analysts' estimates for earnings per share 4 weeks ago is calculated with the current expectations for the current year and the coming year.
Importance
Surprisingly positive or negative analysts' expectations are reflected in the performance of the value on the trading day.
Score
- +1 Pkt.
- if the profit revision is greater than 5%.
- 0 Pkt.
- if the profit revision is between -5% and +5%.
- -1 Pkt.
- if the profit revision is less than -5%.
Exception
None.
Data for Vopak
2019
Calculation for Vopak
Profit revision 2019 =
30.15 %
Profit revision 2020 =
3.27 %
Point: 1
9. Price today vs. Price 6 months ago
Definition
The difference between the price 6 months ago and today's price is calculated.
Importance
A stock that has changed more than +5% or -5% over a given period will likely continue to move in the same direction.
Score
- +1 Pkt.
- if the price has risen by more than +5% over the period.
- 0 Pkt.
- if the price has changed in the period between -5% and + 5%.
- -1 Pkt.
- if the price fell more than -5% over the period.
Exception
None.
Data for Vopak
48.460 EUR
38.020 EUR
Calculation for Vopak
Price today vs. Price 6 months ago = 27.46 %
Point: 1
10. Price today vs. Price 1 year ago
Definition
The difference between the price 12 months ago and today's price is calculated.
Importance
A stock that has changed more than +5% or -5% over a given period will likely continue to move in the same direction.
Score
- +1 Pkt.
- if the price has risen by more than +5% over the period.
- 0 Pkt.
- if the price has changed in the period between -5% and + 5%.
- -1 Pkt.
- if the price fell more than -5% over the period.
Exception
None.
Data for Vopak
48.460 EUR
40.900 EUR
Calculation for Vopak
Price today vs. Price 1 year ago = 18.48 %
Point: 1
11. Price momentum
Definition
This key figure is used to calculate whether there has been a trend reversal.
Importance
Trend reversals for the better are rewarded. Turning to the negative will be punished.
Score
- +1 Pkt.
- if factor 9 = +1 und factor 10 = 0 oder -1.
- -1 Pkt.
- if factor 9 = -1 and factor 10 = 0 or +1.
- 0 Pkt.
- in all other cases.
Exception
None.
Calculation for Vopak
- Factor 9
- Point: 1
- Factor 10
- Point: 1
- Point
- 0
12. Three-month-reversal
Definition
This factor takes into account the evolution of the value in the last 3 months in relation to the benchmark index.
Importance
Many funds sort out stocks that have performed poorly over the last 3 months or buy stocks that have outperformed. These purchases and sales initially affect the price and later correct themselves.
Score
- +1 Pkt.
- if the performance in each month is worse than the benchmark.
- -1 Pkt.
- if the performance in each month is better than the benchmark index.
- 0 Pkt.
- in all other cases.
Exception
The calculation applies only to large caps.
Data for Vopak
Calculation for Vopak
Performance August: -2.78 %
Performance September: 8.76 %
Performance October: 4.30 %
Euro Stoxx 600-Performance August: -1.63 %
Euro Stoxx 600-Performance September: 3.60 %
Euro Stoxx 600-Performance October: 0.92 %
Aug: Performance < Euro Stoxx 600-Perf.
Sep: Performance > Euro Stoxx 600-Perf.
Oct: Performance > Euro Stoxx 600-Perf.
13. Profit growth
Definition
This factor is the difference between the profit forecast for the next year and the profit forecast for the current year.
Importance
This factor can be used to identify stocks that have a declining or consistent earnings forecast.
Score
- +1 Pkt.
- if earnings growth is greater than +5%.
- 0 Pkt.
- if earnings growth is between -5% and +5%.
- -1 Pkt.
- if earnings growth is less than -5%.
Exception
None.
Data for Stock
Berechnung für Vopak
Profit growth = -19.77 %
Punkte: -1
Criterion | Value | Point |
---|---|---|
1. Return on Equity CY | 8.95 % | -1 |
2. EBIT-Margin CY | 36.89 % | 1 |
3. Equity Ratio CY | 50.79 % | 1 |
4. P/E ratio 5Y | 16.81 | -1 |
5. P/E ratio CY | 13.69 | 0 |
6. Analyst opinions | 1.29 | -1 |
7. Reaction to quarterly figures | 2.83 % | 1 |
8. Profit revision | 2019 : 30.15 % 2020 : 3.27 % | 1 |
9. Price today vs. Price 6 months ago | 27.46 % | 1 |
10. Price today vs. Price 1 year ago | 18.48 % | 1 |
11. Price momentum | Factor 9: 1 Factor 10: 1 | 0 |
12. Three-month-reversal | Aug: Performance < Euro Stoxx 600-Perf. Sep: Performance > Euro Stoxx 600-Perf. Oct: Performance > Euro Stoxx 600-Perf. | 0 |
13. Profit growth | -19.77 % | -1 |
2 |
Sorry Altman analysis not avilable for this stock |
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