Pimco Global Competition

Funds . USA . 
Fund . Pimco Global Stocksplus
PGP Fund  USD 8.13  0.01  0.12%   
Pimco Global Stocksplus competes with Pimco Income, Pimco Corporate, Pimco Corporate, Pimco Income, and Pimco Strategic; as well as few others. The fund is classified under Putnam family. Analyzing Pimco Global competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Pimco Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Global Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pimco Global competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
7.428.138.84
Details
Intrinsic
Valuation
LowRealHigh
7.358.068.77
Details
Naive
Forecast
LowNextHigh
7.358.068.77
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.898.048.18
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pimco Global. Your research has to be compared to or analyzed against Pimco Global's peers to derive any actionable benefits. When done correctly, Pimco Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pimco Global Stocksplus.

Pimco Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pimco Global and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pimco and its corresponding peer 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; in other words, the historical price movement of Pimco Global Stocksplus does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PHK
+ 0.94
PFN
PFL
+ 0.93
PFN
PHK
+ 0.9
PFL
PCM
+ 0.89
PTY
RCS
+ 0.89
PCN
PCN
+ 0.86
PFN
  
High negative correlations   
BTZ
- 0.07
PTY
BTZ
- 0.04
PCM
PDO
- 0.03
PTY

Risk-Adjusted Indicators

There is a big difference between Pimco Fund performing well and Pimco Global Fund 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 Pimco Global's 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.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PFN  0.26  0.06 (0.12) 1.28  0.23 
(0.35)
 0.66 
(0.53)
 2.28 
PTY  0.18  0.08 (0.21) 3.42  0.00 
(0.23)
 0.50 
(0.21)
 1.26 
PCN  0.29  0.08 (0.04) 0.85  0.36 
(0.30)
 0.95 
(0.43)
 3.26 
PFL  0.30  0.07 (0.11)(0.83) 0.37 
(0.37)
 0.60 
(0.71)
 2.61 
RCS  0.90  0.20  0.09  0.80  0.84 
(1.01)
 2.21 
(1.47)
 5.71 
CII  0.44  0.00 (0.09) 0.12  0.55 
(0.42)
 1.12 
(0.97)
 2.54 
PCM  0.38  0.09 (0.04) 1.19  0.38 
(0.43)
 0.87 
(0.64)
 2.94 
PHK  0.35  0.09 (0.05) 2.07  0.37 
(0.43)
 0.81 
(0.80)
 3.00 
BTZ  0.39  0.01 (0.19) 0.20  0.46 
(0.42)
 0.82 
(0.74)
 3.23 
PDO  0.47  0.04 (0.10) 0.73  0.70 
(0.43)
 0.91 
(1.01)
 2.88 
All Fundamental Data

Pimco Global Competitive Analysis

The better you understand Pimco Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Global's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Pimco Global's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PGP PFN PTY PCN PFL RCS CII PCM PHK BTZ
 0.12 
 8.13 
Pimco
 0.27 
 7.52 
Pimco
 0.20 
 14.73 
Pimco
 0.07 
 14.06 
Pimco
 0.24 
 8.50 
Pimco
 0.77 
 7.84 
Pimco
 0.60 
 20.12 
Blackrock
 0.25 
 8.02 
Pcm
 0.20 
 5.02 
Pimco
 0.09 
 10.98 
BlackRock
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Modest
Good
Strong
Solid
Good
Solid
Good
Solid
Good
Modest
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Very Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
0.38
0.58
0.38
0.37
0.44
0.66
0.62
0.07
0.49
0.11
Net Asset
1.4 B
N/A
7.85 B
N/A
N/A
N/A
N/A
N/A
N/A
1.77 B
Profit Margin
-218.04
-157.79
-154.7
-148.43
-153.62
-182.7
N/A
-87.95
-126.35
0.92
EBITDA
N/A
N/A
N/A
N/A
73.01 M
N/A
N/A
N/A
N/A
162.98 M
Price To Book
0.75
0.8
1.16
0.88
0.8
0.8
0.94
0.92
1.03
0.97
Operating Margin
84.03
86.92
93.02
91.3
86.2
91.71
17.83
85.19
91.84
0.9
Current Valuation
127.33 M
843.16 M
2.65 B
873.3 M
485.61 M
398.19 M
761.06 M
182.33 M
1.2 B
1.62 B
Five Year Return
6.76
5.79
8.82
7.36
6.17
3.7
11.82
2.91
6.78
7.0
Retained Earnings
(163.21 M)
(466.33 M)
N/A
N/A
(184.14 M)
(129.67 M)
N/A
(87.94 M)
N/A
(113.15 M)
Current Asset
N/A
N/A
N/A
N/A
452.5 M
N/A
N/A
N/A
N/A
N/A
One Year Return
25.54
19.79
22.64
20.58
18.95
20.54
20.51
14.18
20.39
N/A
Beta
1.03
0.66
0.8
0.8
0.7
0.78
1.03
0.68
0.71
0.81
Shares Outstanding
11.09 M
76.86 M
121.47 M
41.68 M
34.28 M
44.88 M
44.12 M
11.78 M
135.56 M
93.32 M
Three Year Return
2.11
4.37
7.34
6.38
4.29
2.62
8.17
0.0604
5.96
N/A
Cash Flow From Operations
9.36 M
206.47 M
308.11 M
167.14 M
122.01 M
65.77 M
51.08 M
6.78 M
322.65 M
97.44 M
Annual Yield
0.0067
0.0045
0.0089
0.0067
0.0037
0.0059
0.015
0.0167
0.0081
0.0917
Total Debt
54.57 M
199.57 M
878.35 M
308.81 M
145.05 M
177.62 M
N/A
86.36 M
484.48 M
590.89 M
Return On Equity
-26.61
3.81
5.55
5.5
4.2
-22.62
-9.2
-10.22
25.13
0.094
Return On Asset
2.57
3.36
3.33
3.43
3.25
1.68
0.12
3.16
3.85
0.0338
Number Of Shares Shorted
11.11 K
59.88 K
108.72 K
46.97 K
44.05 K
211.18 K
14.77 K
74.03 K
35.86 K
85.49 K
Book Value Per Share
9.63
9.41
11.21
14.31
10.61
6.61
19.12
9.48
4.72
11.27
Current Liabilities
N/A
N/A
N/A
N/A
221.7 M
N/A
N/A
N/A
N/A
N/A
Total Asset
78.22 M
539.45 M
N/A
N/A
270.27 M
782.13 M
N/A
132.62 M
N/A
1.77 B
Last Dividend Paid
0.83
0.86
1.43
1.35
0.98
0.61
1.19
0.96
0.58
1.01
Debt To Equity
0.67
0.25
0.48
0.5
0.37
0.85
N/A
0.95
0.57
0.5
Short Ratio
0.37
0.25
0.27
0.36
0.42
2.01
0.14
2.05
0.09
0.32
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
12.73
11.28
8.74
10.84
10.99
18.12
20.63
8.36
10.27
33.8
Market Capitalization
99.69 M
662.6 M
1.75 B
647.22 M
350.1 M
259.62 M
888.16 M
121.16 M
763.02 M
1.02 B
Price To Earning
10.43
14.72
14.14
17.24
12.12
16.86
8.18
21.3
12.51
26.25
Price To Sales
6.64
8.56
9.11
8.92
8.45
7.03
79.65
9.8
8.45
9.52
Net Income
(26.22 M)
(107.59 M)
(269.38 M)
(87.72 M)
(53.58 M)
(56.66 M)
(80.97 M)
(10.31 M)
(99.1 M)
132.16 M
Earnings Per Share
0.69
0.51
0.92
0.73
0.7
0.31
2.21
0.41
0.39
1.07
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
0.01
N/A
N/A
N/A
Year To Date Return
15.98
13.22
16.47
14.13
12.63
15.32
15.36
9.65
13.99
N/A
Revenue
12.03 M
67.22 M
173.43 M
59.03 M
34.36 M
31.01 M
10 M
11.72 M
78.25 M
104.49 M
Working Capital
N/A
N/A
N/A
N/A
230.8 M
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
799 K
3.97 M
5.69 M
2.6 M
1.85 M
3.82 M
220.86 K
287 K
7.84 M
3.76 M
Cash Per Share
0.07
0.05
0.05
0.06
0.05
0.09
N/A
0.02
0.06
0.04
Gross Profit
12.03 M
67.22 M
173.43 M
59.03 M
34.36 M
31.01 M
10.28 M
11.72 M
78.25 M
93.01 M
Day Typical Price
8.14
7.52
14.71
14.05
8.48
7.81
20.09
8.02
5.02
10.99
Accumulation Distribution
0.0086
0.004
0.0034
0.0036
0.0071
0.0102
0.007
0.0012
0.006
0.0073
Market Facilitation Index
0.07
0.03
0.05
0.05
0.06
0.08
0.14
0.01
0.03
0.08
Daily Balance Of Power
(0.14)
0.6667
0.6
(0.20)
0.3333
0.75
0.8571
2.0
0.3333
0.125
Period Momentum Indicator
(0.01)
0.02
0.03
(0.01)
0.02
0.06
0.12
0.02
0.01
0.01
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.01
1.01
1.0
1.0
1.0
Day Median Price
8.15
7.52
14.71
14.05
8.47
7.8
20.07
8.02
5.02
10.99
Price Action Indicator
(0.02)
0.015
0.04
0.01
0.04
0.07
0.11
0.005
0.01
(0.01)
Relative Strength Index
54.73
63.5
78.69
66.04
44.88
67.43
69.31
47.99
67.1
67.7
Coefficient Of Variation
1079.3
504.58
255.56
428.74
653.99
466.98
747.0
444.54
488.16
1548.89
Mean Deviation
0.5013
0.2577
0.176
0.2872
0.3032
0.8951
0.4427
0.3783
0.3522
0.394
Jensen Alpha
0.0349
0.0586
0.0774
0.0845
0.0652
0.1952
(0)
0.0919
0.0917
0.0088
Total Risk Alpha
(0.06)
0.0018
0.0418
0.0211
(0.02)
0.0434
(0.03)
0.0191
0.0099
(0.06)
Sortino Ratio
(0.09)
(0.12)
(0.21)
(0.04)
(0.11)
0.0941
(0.09)
(0.04)
(0.05)
(0.19)
Downside Variance
0.6075
0.291
0.0523
0.4654
0.4066
1.24
0.472
0.3461
0.4194
0.289
Standard Deviation
0.7042
0.3788
0.2309
0.4693
0.4351
1.13
0.5777
0.5024
0.5256
0.5173
Kurtosis
1.87
3.83
0.538
6.69
3.61
(0.07)
0.3421
1.0
3.49
1.79
Potential Upside
1.14
0.664
0.4961
0.9455
0.6039
2.21
1.12
0.8739
0.8065
0.8167
Treynor Ratio
0.3466
1.28
3.42
0.8464
(0.83)
0.7967
0.1217
1.19
2.07
0.2042
Maximum Drawdown
3.86
2.28
1.26
3.26
2.61
5.71
2.54
2.94
3.0
3.23
Variance
0.496
0.1435
0.0533
0.2202
0.1893
1.28
0.3337
0.2524
0.2763
0.2676
Market Risk Adjusted Performance
0.3566
1.29
3.43
0.8564
(0.82)
0.8067
0.1317
1.2
2.08
0.2142
Risk Adjusted Performance
0.07
0.1413
0.276
0.172
0.1093
0.1669
0.0991
0.1667
0.1521
0.0446
Skewness
(0.44)
(1.02)
0.2332
(1.33)
(1.24)
0.0569
(0.49)
(0.36)
(0.11)
0.328
Semi Deviation
0.6529
0.2261
0.0
0.3598
0.367
0.8374
0.5521
0.3814
0.3667
0.456
Information Ratio
(0.10)
(0.17)
(0.20)
(0.06)
(0.16)
0.0926
(0.10)
(0.05)
(0.06)
(0.20)
Value At Risk
(1.02)
(0.53)
(0.21)
(0.43)
(0.71)
(1.47)
(0.97)
(0.64)
(0.80)
(0.74)
Expected Short fall
(0.57)
(0.35)
(0.23)
(0.30)
(0.37)
(1.01)
(0.42)
(0.43)
(0.43)
(0.42)
Downside Deviation
0.7794
0.5394
0.2286
0.6822
0.6377
1.11
0.687
0.5883
0.6476
0.5376
Semi Variance
0.4263
0.0511
(0.07)
0.1295
0.1347
0.7013
0.3048
0.1455
0.1345
0.2079

Pimco Global Competition Performance Charts

Five steps to successful analysis of Pimco Global Competition

Pimco Global's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Pimco Global Stocksplus in relation to its competition. Pimco Global's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Pimco Global in the market, 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 Pimco Global's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Global Stocksplus, 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.

Complement your Pimco Global position

In addition to having Pimco Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Sports Thematic Idea Now

Sports
Sports Theme
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Sports Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Pimco Fund

Pimco Global financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Global security.
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY