SWK Competitors
| SWKH Stock | USD 15.71 0.20 1.26% |
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SWK |
SWK Holdings Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between SWK Holdings and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of SWK 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 SWK Holdings Corp does not affect the price movement of the other competitor.
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High positive correlations
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Risk-Adjusted Indicators
There is a big difference between SWK Stock performing well and SWK Holdings Company 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 SWK Holdings' 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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| VTN | 0.35 | 0.04 | (0.15) | 3.70 | 0.43 | 0.71 | 2.23 | |||
| VCV | 0.57 | 0.00 | (0.19) | 0.09 | 0.69 | 1.09 | 3.87 | |||
| GNT | 0.84 | 0.03 | (0.04) | 0.20 | 0.92 | 1.71 | 5.15 | |||
| NQP | 0.40 | (0.02) | 0.00 | 1.76 | 0.00 | 0.76 | 2.12 | |||
| VKI | 0.42 | 0.07 | (0.13) | (0.56) | 0.36 | 0.89 | 2.47 | |||
| PNF | 0.40 | 0.02 | (0.20) | (3.95) | 0.41 | 1.13 | 2.74 | |||
| VPV | 0.32 | 0.05 | (0.17) | 6.04 | 0.29 | 0.64 | 1.79 | |||
| MHN | 0.38 | 0.05 | (0.10) | 2.67 | 0.62 | 0.95 | 2.69 | |||
| EOT | 0.38 | 0.03 | (0.19) | (6.02) | 0.39 | 0.86 | 2.08 | |||
| NAN | 0.38 | 0.04 | (0.17) | 1.98 | 0.42 | 0.78 | 2.12 |
Cross Equities Net Income Analysis
Compare SWK Holdings Corp and related stocks such as Invesco Trust For, Invesco California Value, and GAMCO Natural Resources Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VTN | 23.6 M | 23.3 M | 23.3 M | (11.7 M) | 33.5 M | (2.4 M) | (2.4 M) | 8.5 M | 8.5 M | (5.2 M) | (5.2 M) | 465.1 K | (29.6 M) | 16.4 M | 17.2 M |
| VCV | 33.3 M | 49.4 M | 49.4 M | (8.1 M) | 83.6 M | 752.4 K | 752.4 K | 17.8 M | 20 M | 4.2 M | 4.2 M | (204.8 K) | (72.6 M) | 44 M | 46.2 M |
| VKI | 48.3 M | 53.1 M | 53.1 M | (11.8 M) | 67.9 M | 2.1 M | 2.1 M | 19.4 M | 15.4 M | 6 M | 6 M | (2.5 M) | (63.8 M) | 34.1 M | 35.8 M |
| VPV | 29.5 M | 33.9 M | 33.9 M | (18.7 M) | 39.4 M | 516.5 K | 516.5 K | 10.8 M | 11.2 M | 3.6 M | 3.6 M | 2.7 M | (38.7 M) | 14.5 M | 15.2 M |
| EOT | 13.3 M | 13.3 M | 13.3 M | 13.3 M | 13.3 M | 13.3 M | 802.1 K | 11.7 M | 13.7 M | 6.3 M | 30.1 M | (14.5 M) | (15.7 M) | 14.6 M | 15.3 M |
| VKQ | 50.9 M | 54.8 M | 54.8 M | (22.7 M) | 91.4 M | 2.7 M | 2.7 M | 26.2 M | 93.1 M | 6.5 M | 6.5 M | (2.7 M) | (90.4 M) | 47.1 M | 49.4 M |
| VGM | 69.1 M | 72.2 M | 72.2 M | (18.2 M) | 91.8 M | 3.7 M | 3.7 M | 27 M | 19.2 M | 6.8 M | 6.8 M | (2.5 M) | (92.9 M) | 47.2 M | 49.6 M |
| IQI | 34.1 M | 38.5 M | 38.5 M | (25 M) | 93.1 M | 5.4 M | 5.4 M | 26.5 M | 24.3 M | 4.5 M | 4.5 M | (4.5 M) | (87.8 M) | 44.7 M | 47 M |
| VMO | 46.5 M | 56.6 M | (24.5 M) | 114.7 M | 52.5 M | 5 M | 32.1 M | 25.6 M | 111.4 M | 9.1 M | (1.8 M) | (112.1 M) | 57.2 M | 65.8 M | 69 M |
| CXE | 24.6 M | 24 M | 24 M | 24 M | 9.6 M | 3.5 M | 13.4 M | 4.5 M | 16.2 M | 799.4 K | 12.6 M | (34.3 M) | 2.5 M | 2.2 M | 1.3 M |
| KTF | 34.8 M | 78.3 M | 78.3 M | 78.3 M | (10.6 M) | (74.3 M) | 32 M | (4.1 M) | 53.4 M | 23.2 M | 21.9 M | (91.4 M) | 15.5 M | 13.9 M | 14.6 M |
SWK Holdings Corp and related stocks such as Invesco Trust For, Invesco California Value, and GAMCO Natural Resources Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in SWK Holdings Corp financial statement analysis. It represents the amount of money remaining after all of SWK Holdings Corp operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.SWK Holdings Competitive Analysis
The better you understand SWK Holdings competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, SWK Holdings' 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 SWK Holdings' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
SWK Holdings Competition Performance Charts
Five steps to successful analysis of SWK Holdings Competition
SWK Holdings' 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 SWK Holdings Corp in relation to its competition. SWK Holdings' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of SWK Holdings 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 SWK Holdings' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to SWK Holdings Corp, 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.
Complement your SWK Holdings position
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Run Automobiles and Trucks Thematic Idea Now
Automobiles and Trucks
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Automobiles and Trucks theme has 61 constituents at this time.
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Check out SWK Holdings Correlation with its peers. For more detail on how to invest in SWK Stock please use our How to Invest in SWK Holdings guide.You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Is Specialized Finance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SWK Holdings. If investors know SWK will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SWK Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.134 | Earnings Share 0.84 | Revenue Per Share 2.063 | Quarterly Revenue Growth (0.35) | Return On Assets 0.0387 |
The market value of SWK Holdings Corp is measured differently than its book value, which is the value of SWK that is recorded on the company's balance sheet. Investors also form their own opinion of SWK Holdings' value that differs from its market value or its book value, called intrinsic value, which is SWK Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SWK Holdings' market value can be influenced by many factors that don't directly affect SWK Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SWK Holdings' value and its price as these two are different measures arrived at by different means. Investors typically determine if SWK Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SWK Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.