Total Shareholder Return

Total Shareholder Return

Total return to shareholders including dividends and capital gains.

Total return to shareholders including dividends and capital gains.

Formula

Total Shareholder Return = (Dividend + Capital Gain) / Initial Share Price * 100

Know your metric

Importance of

Total Shareholder Return

  1. Comprehensive Return Measure

TSR measures the total returns to shareholders, including dividends and share price appreciation, providing a comprehensive view of investor gains.


  1. Performance Benchmark

It serves as an effective benchmark for assessing the attractiveness of an investment compared to others by indicating the total yield to shareholders.


  1. Incentive Alignment

Many companies use TSR as a metric for executive compensation, aligning the interests of management with those of shareholders.

Drawbacks of

Total Shareholder Return

  1. Market Dependency

TSR is heavily dependent on market conditions and can be influenced by factors outside of company control, such as economic downturns or market rallies.


  1. Short-Term Fluctuations

TSR can fluctuate significantly in the short term, which might not accurately reflect the long-term value creation by the company.


  1. Not Reflective of Operational Efficiency

High TSR might not necessarily indicate operational efficiency or sound business practices, as it can also result from external market factors.

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