DELL - Risk

Pure Price Volatility Risk (Market Swings)

The business itself is financially solid (Financial Health 65/100, minimal insolvency risk). The high overall score (7/7) is driven primarily by extreme stock price swings (±54.0% p.a.) and steep historical drawdowns.

Volatility Risk

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score

7/7 Very High

7 / 7 SRI Price Fluctuation & Beta

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors. Moves approx. 1.4x as much as the broader market.

Beta (Market Relation)

1.44x

Above average

Volatility (5Y p.a.)

54.0% p.a.

5-Year Horizon

Max Drawdown (5Y)

-60.0%

5-Year Horizon

Sharpe Ratio

1.08

Return / Risk

Speculative / High Risk: Score Basis:

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Volatility Expansion (3Y > 5Y) High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+249.2%
3 Years	62.0%	-60.0%	1.64	+104.5%
5 Years	54.0%	-60.0%	1.08	+60.9%
10 Years	45.5%	-60.0%	0.95	+45.7%

Automated Risk & Health Notes (Red Flags)

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Elevated Short-Term Volatility: 3Y volatility (62.0%) is noticeably higher than the 5Y average (54.0%).

Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (54.0% p.a.).

Historical Stress Test: Maximum peak-to-trough drawdown of -60.0% in the extended horizon.

Corporate Governance & ISS Scores

Shareholder rights, board structure and audit safety (Scale 1 = Low Risk, 10 = High Risk)

Overall Governance Risk

10 ISS Score: 10 / 10

Audit Risk

10 ISS Score: 10 / 10

Board Risk

10 ISS Score: 10 / 10

Short Ratio

1.50