Compare DAIKIN to Carrier, Geberit, FLAT, TRAVIS, HALSTEAD, BLUELINX

Comparing DAIKIN to Carrier, Geberit, FLAT, TRAVIS, HALSTEAD, BLUELINX can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.
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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FZG1
+ 0.72
HSJA
FZG1
+ 0.61
72T
HSJA
+ 0.52
72T
LFPB
+ 0.49
4PN
4PN
+ 0.42
DKIA
LFPB
+ 0.42
DKIA
  
High negative correlations   
FZG1
- 0.81
LFPB
LFPB
- 0.73
72T
HSJA
- 0.71
LFPB
HSJA
- 0.42
GBRF
72T
- 0.35
4PN
HSJA
- 0.32
DKIA

Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
DKIA 4PN GBRF 72T LFPB HSJA FZG1
 0.93 
 10.70 
DAIKIN
 0.34 
 64.05 
Carrier
 1.82 
 54.00 
Geberit
 0.74 
 1.34 
FLAT
 3.47 
 8.35 
TRAVIS
 1.89 
 2.08 
HALSTEAD
 3.77 
 102.00 
BLUELINX
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Extremely Dangerous
Not too volatile
Risky
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
OK
Very Weak
OK
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Quite High
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Hold
Strong Hold
Strong Sell
Hold
Strong Sell
Hold
Current Ratio
2.26 X
1.56 X
1.79 X
2.14 X
1.48 X
2.73 X
3.11 X
Net Asset
N/A
26.09 B
3.77 B
N/A
N/A
N/A
N/A
Profit Margin
0.07 %
0.17 %
0.18 %
0.14 %
0.07 %
14.64 %
0.07 %
EBITDA
508.33 B
4.97 B
1.06 B
2.77 B
371.5 M
47.95 M
513.9 M
Operating Margin
0.1 %
0.12 %
0.23 %
0.16 %
0.06 %
18.72 %
0.11 %
Current Valuation
N/A
40.84 B
16.32 B
N/A
N/A
1.16 B
N/A
Price To Book
N/A
5.09 X
10.34 X
N/A
N/A
9.86 X
N/A
Beta
0.94
1.17
0.81
1.01
1.48
0.28
1.64
Number Of Employees
88.7 K
52 K
11.8 K
5.68 K
16.48 K
826
2.08 K
Shares Outstanding
2.93 B
834.19 M
345.31 M
450 M
212.51 M
208.14 M
9.04 M
Cash Flow From Operations
374.69 B
1.74 B
998.9 M
1.74 B
485.9 M
45.73 M
64.72 M
Annual Yield
0.01 %
0.02 %
0.02 %
N/A
0.04 %
N/A
N/A
Total Debt
751.21 B
8.7 B
778.8 M
1.94 B
1.9 B
8.12 M
647.25 M
Return On Equity
0.12
0.47
0.4
0.15
0.12
25.94
0.8
Z Score
N/A
2.4
13.2
2.4
0.6
N/A
0.6
Return On Asset
0.0563
0.0597
0.15
0.0554
0.0417
13.06
0.22
Book Value Per Share
766.06 X
9.30 X
4.34 X
6.31 X
9.97 X
0.66 X
61.72 X
Total Asset
N/A
26.09 B
3.77 B
N/A
N/A
N/A
N/A
Debt To Equity
0.44 %
1.46 %
0.41 %
0.18 %
0.70 %
0.06 %
2.77 %
Last Dividend Paid
210.0
0.64
N/A
0.23
0.39
0.16
N/A
Target Price
N/A
60.59
N/A
N/A
N/A
N/A
76.67
Shares Owned By Institutions
0.01 %
87.67 %
N/A
76.82 %
84.14 %
11.95 %
87.13 %
Market Capitalization
47.34 B
36.11 B
17.79 B
9.38 B
2.52 B
1.49 B
769.06 M
Price To Earning
45.78 X
20.58 X
36.12 X
29.44 X
N/A
33.42 X
3.28 X
Price To Earnings To Growth
N/A
1.67 X
5.21 X
N/A
N/A
N/A
N/A
Price To Sales
N/A
1.64 X
4.46 X
N/A
N/A
6.26 X
N/A
Net Income
156.25 B
3.53 B
755.7 M
2.25 B
(22.4 M)
34.94 M
250.29 M
Earnings Per Share
0.57 X
3.87 X
2.00 X
0.12 X
1.26 X
0.20 X
32.94 X
Shares Owned By Insiders
N/A
0.10 %
N/A
5.56 %
3.19 %
43.00 %
2.76 %
Revenue
3.57 T
20.42 B
3.46 B
13.59 B
4.82 B
238.69 M
4.58 B
Cash And Equivalents
736.1 B
2.63 B
468.6 M
3.39 B
505.6 M
74.44 M
179 K
Cash Per Share
251.53 X
3.03 X
1.32 X
1.62 X
2.27 X
0.36 X
0.02 X
Gross Profit
1.06 T
5.47 B
2.46 B
3.08 B
1.31 B
100.37 M
778.43 M
Day Typical Price
10.7
64.17
54.0
1.35
8.4
2.08
102.0
Accumulation Distribution
N/A
0.0054
N/A
0.0147
7.89
N/A
N/A
Market Facilitation Index
N/A
0.35
N/A
0.02
3.0E-4
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
0.6286
(9,223,372,036,855)
(0.50)
(2.00)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.10)
0.22
(1.00)
(0.01)
(0.30)
(0.04)
(4.00)
Rate Of Daily Change
0.99
1.0
0.98
0.99
0.97
0.98
0.96
Day Median Price
10.7
64.22
54.0
1.35
8.43
2.08
102.0
Price Action Indicator
(0.05)
(0.07)
(0.50)
(0.01)
(0.23)
(0.02)
(2.00)
Relative Strength Index
40.38
44.89
48.67
51.27
33.38
55.68
48.4
Coefficient Of Variation
(18,977)
(1,273)
(4,470)
863.03
(468.41)
1103.25
2917.59
Mean Deviation
1.29
1.35
1.27
4.15
1.37
1.68
2.04
Jensen Alpha
(0.02)
(0.18)
N/A
0.6696
(0.41)
0.2082
0.076
Total Risk Alpha
(0.07)
(0.22)
(0.1)
0.4885
(0.44)
0.1375
0.0093
Sortino Ratio
N/A
N/A
N/A
0.1298
N/A
0.0592
0.0288
Downside Variance
N/A
N/A
N/A
23.18
N/A
9.38
6.46
Standard Deviation
1.79
2.0
1.75
5.67
1.78
2.35
3.07
Kurtosis
2.34
6.41
0.5815
1.17
0.1463
2.22
9.82
Potential Upside
2.79
2.55
3.6
10.95
2.79
3.65
4.04
Treynor Ratio
(0.13)
(0.26)
N/A
(0.64)
(0.55)
(0.94)
0.1093
Maximum Drawdown
10.78
11.52
8.02
29.33
8.39
13.26
20.54
Variance
3.2
4.02
3.06
32.18
3.17
5.54
9.44
Market Risk Adjusted Performance
(0.12)
(0.25)
N/A
(0.63)
(0.54)
(0.93)
0.1193
Risk Adjusted Performance
0.0014
(0.06)
(0.01)
0.1004
(0.16)
0.0784
0.0346
Skewness
0.8205
(1.16)
0.6509
0.5354
0.0069
(0.50)
2.16
Semi Deviation
N/A
N/A
N/A
4.26
N/A
2.24
2.26
Information Ratio
(0.02)
(0.09)
(0.04)
0.1102
(0.23)
0.077
0.0238
Value At Risk
(2.63)
(2.59)
(1.79)
(6.67)
(2.86)
(2.93)
(3.77)
Expected Short fall
N/A
N/A
N/A
(5.55)
N/A
(2.00)
(2.43)
Downside Deviation
N/A
N/A
N/A
4.81
N/A
3.06
2.54
Semi Variance
N/A
N/A
N/A
18.12
N/A
5.02
5.09

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.
Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Explore Investing Opportunities

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Crypto Correlations

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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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