95040QAR5 Competition

Bonds . USA . 
Bond . WELL 385 15 JUN 32
95040QAR5   87.04  6.26  6.71%   
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
86.1287.0487.96
Details
Intrinsic
Valuation
LowRealHigh
73.7874.7095.74
Details
Naive
Forecast
LowNextHigh
85.6786.5987.51
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
88.4390.7693.09
Details

95040QAR5 Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between 95040QAR5 and its competitors represents the degree of relationship between the price movements of corresponding bonds. A correlation of about +1.0 implies that the price of 95040QAR5 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 WELL 385 15 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CAT
+ 0.87
MET
CAT
+ 0.87
INTC
CAT
+ 0.86
JXN-PA
WMT
+ 0.84
FTNT
INTC
+ 0.77
JXN-PA
JXN-PA
+ 0.75
MET
  
High negative correlations   
WMT
- 0.56
90331HPL1
PG
- 0.53
90331HPL1
FTNT
- 0.37
90331HPL1
PG
- 0.31
INTC
PG
- 0.31
JXN-PA
CAT
- 0.28
PG

Risk-Adjusted Indicators

There is a big difference between 95040QAR5 Bond performing well and 95040QAR5 Corporate Bond 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 95040QAR5'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
00108WAF7  1.34  0.11  0.00  1.17  1.85 
(1.43)
 3.24 
(2.55)
 10.75 
90331HPL1  0.37 (0.04) 0.00 (0.11) 0.00 
 0.00 
 1.39 
(1.70)
 7.05 
MET  1.02  0.03  0.05  0.14  1.36 
(1.08)
 2.31 
(2.34)
 9.20 
BREA  5.42  0.38  0.07  0.45  4.79 
(8.64)
 13.89 
(9.09)
 56.83 
JXN-PA  0.42  0.04 (0.11) 0.65  0.44 
(0.47)
 1.03 
(0.81)
 2.56 
FTNT  1.36  0.24  0.16  0.37  1.15 
(1.54)
 3.57 
(2.47)
 13.48 
WMT  0.82  0.28  0.17  3.10  0.70 
(0.96)
 1.90 
(1.27)
 4.33 
INTC  2.34  0.05  0.07  0.14  2.57 
(2.65)
 6.36 
(3.50)
 18.29 
PG  0.71  0.10 (0.03)(0.91) 0.77 
(0.76)
 1.74 
(1.26)
 4.66 
CAT  1.32  0.00  0.06  0.12  1.37 
(1.38)
 3.36 
(2.13)
 12.38 
All Fundamental Data

95040QAR5 Competitive Analysis

The better you understand 95040QAR5 competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, 95040QAR5'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 95040QAR5'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
95040QAR5 00108WAF7 90331HPL1 MET BREA JXN-PA FTNT WMT INTC PG
 6.71 
 87.04 
95040QAR5
 8.10 
 82.21 
00108WAF7
 2.13 
 97.53 
90331HPL1
 1.53 
 86.88 
MetLife
 2.35 
 0.83 
Brera
 0.62 
 27.30 
Jackson
 0.28 
 95.32 
Fortinet
 0.15 
 92.64 
Walmart
 0.50 
 23.93 
Intel
 0.25 
 179.70 
Procter
Market Volatility
(90 Days Market Risk)
Very steady
Out of control
Very steady
Very steady
Out of control
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
OK
Very Weak
OK
Insignificant
Good
Good
Solid
OK
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
About Average
Below Average
Below Average
Very Low
Low
About Average
Very Small
Very Small
Below Average
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Strong Buy
Strong Sell
Not Available
Buy
Strong Buy
Buy
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Cautious Hold
Cautious Hold
Hold
Strong Sell
Hold
Strong Buy
Buy
Strong Hold
Sell
Current Ratio
N/A
N/A
N/A
1.11
N/A
N/A
1.07
0.87
1.77
0.62
Net Asset
N/A
N/A
N/A
687.58 B
8.49 M
314.98 B
7.26 B
252.4 B
191.57 B
122.37 B
Profit Margin
N/A
N/A
N/A
0.0527
N/A
N/A
0.27
0.0234
-0.29
0.17
EBITDA
N/A
N/A
N/A
3.92 B
(5.09 M)
N/A
1.24 B
38.87 B
93 M
22.7 B
Operating Margin
N/A
N/A
N/A
0.15
-3.73
N/A
0.31
0.0469
-0.0105
0.28
Current Valuation
N/A
N/A
N/A
75.3 B
10.1 M
N/A
70.35 B
795.24 B
129.88 B
446.95 B
Price To Book
N/A
N/A
N/A
1.98
4.24
N/A
80.45
8.44
1.04
8.27
Retained Earnings
N/A
N/A
N/A
40.15 B
(5.98 M)
6.4 B
(1.86 B)
89.81 B
69.16 B
123.81 B
Five Year Return
N/A
N/A
N/A
3.58
N/A
N/A
N/A
1.82
2.64
2.67
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
1.27 B
60.24 B
40.36 B
33.78 B
Beta
N/A
N/A
N/A
1.04
N/A
N/A
1.0
0.52
1.03
0.41
Number Of Employees
N/A
N/A
N/A
45 K
34
2.98 K
13.99 K
2.1 M
124.1 K
108 K
Shares Outstanding
N/A
N/A
N/A
692.42 M
6.62 M
N/A
766.45 M
8.04 B
4.31 B
2.36 B
Cash Flow From Operations
N/A
N/A
N/A
13.72 B
(2.42 M)
5.21 B
1.94 B
35.73 B
11.47 B
19.85 B
Annual Yield
N/A
N/A
N/A
0.0251
N/A
N/A
N/A
0.0099
0.0224
0.0225
Total Debt
N/A
N/A
N/A
18.83 B
197.66 K
4.37 B
1.07 B
60.44 B
49.28 B
33.37 B
Return On Equity
N/A
N/A
N/A
0.13
-3.49
N/A
0.31
0.19
-0.16
0.29
Z Score
N/A
N/A
N/A
N/A
N/A
0.06
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
0.0058
-0.69
N/A
0.12
0.0695
-0.0026
0.11
Number Of Shares Shorted
N/A
N/A
N/A
5 M
76.26 K
N/A
12.62 M
31.7 M
117.71 M
17.63 M
Book Value Per Share
N/A
N/A
N/A
44.53
0.22
N/A
1.19
10.41
23.1
21.68
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
678.67 M
64.62 B
15.67 B
30.77 B
Total Asset
N/A
N/A
N/A
687.58 B
8.49 M
314.98 B
7.26 B
252.4 B
191.57 B
122.37 B
Debt To Equity
N/A
N/A
N/A
4.11
N/A
N/A
4.24
0.81
0.4
0.74
Short Ratio
N/A
N/A
N/A
1.54
0.03
N/A
2.55
2.59
1.7
2.67
Target Price
N/A
N/A
N/A
91.62
N/A
N/A
95.27
95.98
24.68
180.46
Last Dividend Paid
N/A
N/A
N/A
2.13
N/A
N/A
N/A
N/A
0.5
3.89
Shares Owned By Institutions
N/A
N/A
N/A
75.59
0.11
N/A
69.6
35.56
64.59
69.11
Market Capitalization
N/A
N/A
N/A
60.16 B
9.02 M
N/A
73.06 B
744.66 B
103.21 B
423.44 B
Price To Earning
N/A
N/A
N/A
28.61
N/A
N/A
58.79
47.07
9.08
25.21
Price To Earnings To Growth
N/A
N/A
N/A
0.15
N/A
N/A
1.65
2.78
1.15
3.78
Price To Sales
N/A
N/A
N/A
0.84
7.86
N/A
12.79
1.12
1.9
5.05
Net Income
N/A
N/A
N/A
1.58 B
(4.44 M)
(2.31 B)
1.15 B
15.51 B
1.68 B
14.88 B
Earnings Per Share
N/A
N/A
N/A
4.93
-0.4
N/A
1.99
2.43
-3.74
5.81
Shares Owned By Insiders
N/A
N/A
N/A
16.41
39.29
N/A
17.48
46.38
0.06
0.05
Revenue
N/A
N/A
N/A
66.41 B
1.15 M
9.72 B
5.3 B
648.12 B
54.23 B
84.04 B
Working Capital
N/A
N/A
N/A
N/A
(1.55 M)
N/A
709.3 M
(15.54 B)
15.22 B
(8.92 B)
Cash And Equivalents
N/A
N/A
N/A
20.2 B
N/A
N/A
1.73 B
8.88 B
11.14 B
8.25 B
Cash Per Share
N/A
N/A
N/A
41.28
N/A
N/A
2.21
4.27
5.47
2.83
Gross Profit
N/A
N/A
N/A
14.89 B
309.58 K
N/A
3.33 B
147.57 B
26.87 B
39.25 B
Day Typical Price
87.04
82.21
97.53
87.41
0.88
27.33
95.81
92.53
24.28
179.29
Accumulation Distribution
N/A
N/A
N/A
0.0208
0.25
0.0073
0.0232
0.0112
0.0801
0.0119
Market Facilitation Index
N/A
N/A
N/A
1.84
0.26
0.2
2.25
1.04
2.04
2.15
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(0.73)
(0.08)
(0.85)
0.12
0.1346
(0.06)
0.2047
Period Momentum Indicator
(6.26)
6.16
(2.12)
(1.35)
(0.02)
(0.17)
0.27
0.14
(0.12)
0.44
Rate Of Daily Change
0.93
1.08
0.98
0.98
0.98
0.99
1.0
1.0
1.0
1.0
Day Median Price
87.04
82.21
97.53
87.67
0.91
27.35
96.06
92.47
24.46
179.08
Price Action Indicator
(3.13)
3.08
(1.06)
(1.47)
(0.09)
(0.13)
(0.60)
0.24
(0.59)
0.83
Coefficient Of Variation
(883.07)
1640.33
(11,178)
749.34
1668.23
836.15
568.94
353.1
1003.2
988.14
Mean Deviation
0.5788
1.34
0.3707
1.02
5.42
0.4175
1.36
0.822
2.34
0.7148
Jensen Alpha
(0.12)
0.1099
(0.04)
0.0347
0.3757
0.0448
0.2398
0.2769
0.0474
0.0982
Total Risk Alpha
(0.31)
(0.20)
(0.16)
(0.04)
(0.78)
(0.03)
0.0434
0.1304
(0.16)
(0.06)
Sortino Ratio
N/A
0.0036
N/A
0.0517
0.0706
(0.11)
0.1561
0.1673
0.0671
(0.03)
Downside Variance
N/A
4.2
N/A
2.85
30.57
0.2862
2.25
1.07
7.61
0.8916
Standard Deviation
1.12
2.16
0.9345
1.58
8.58
0.538
2.04
1.05
3.1
0.9609
Kurtosis
6.33
5.91
9.79
5.82
11.6
0.0666
7.05
0.3728
1.32
1.02
Potential Upside
0.9327
3.24
1.39
2.31
13.89
1.03
3.57
1.9
6.36
1.74
Treynor Ratio
1.16
1.17
(0.11)
0.1381
0.4482
0.6531
0.3667
3.1
0.1358
(0.91)
Maximum Drawdown
5.54
10.75
7.05
9.2
56.83
2.56
13.48
4.33
18.29
4.66
Variance
1.26
4.67
0.8733
2.51
73.62
0.2894
4.16
1.1
9.63
0.9234
Market Risk Adjusted Performance
1.17
1.18
(0.10)
0.1481
0.4582
0.6631
0.3767
3.11
0.1458
(0.90)
Risk Adjusted Performance
(0.08)
0.053
(0.01)
0.1071
0.0549
0.0872
0.1405
0.2191
0.0837
0.0794
Skewness
(1.17)
0.6939
(0.85)
0.105
2.71
(0.14)
1.83
(0.22)
0.3828
(0.11)
Semi Deviation
N/A
1.85
N/A
1.36
4.79
0.4383
1.15
0.7047
2.57
0.7743
Information Ratio
(0.22)
0.0034
(0.14)
0.055
0.0455
(0.11)
0.1148
0.1649
0.0596
(0.03)
Value At Risk
(2.94)
(2.55)
(1.70)
(2.34)
(9.09)
(0.81)
(2.47)
(1.27)
(3.50)
(1.26)
Expected Short fall
N/A
(1.43)
N/A
(1.08)
(8.64)
(0.47)
(1.54)
(0.96)
(2.65)
(0.76)
Downside Deviation
N/A
2.05
N/A
1.69
5.53
0.535
1.5
1.04
2.76
0.9443
Semi Variance
N/A
3.43
N/A
1.85
22.93
0.1921
1.33
0.4966
6.62
0.5995

95040QAR5 Competition Performance Charts

Five steps to successful analysis of 95040QAR5 Competition

95040QAR5'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 WELL 385 15 in relation to its competition. 95040QAR5's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of 95040QAR5 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 95040QAR5's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to WELL 385 15, 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 95040QAR5 position

In addition to having 95040QAR5 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.

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Iron
Iron Theme
Companies involved in production of steel and iron. The Iron theme has 38 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 Iron Theme or any other thematic opportunities.
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Other Information on Investing in 95040QAR5 Bond

95040QAR5 financial ratios help investors to determine whether 95040QAR5 Bond 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 95040QAR5 with respect to the benefits of owning 95040QAR5 security.
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