Davis Opportunity Financial Statements From 2010 to 2024
| DGOYX Fund | USD 49.11 0.01 0.02% |
Check Davis Opportunity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Davis Opportunity's main balance sheet or income statement drivers, such as , as well as many indicators such as . Davis financial statements analysis is a perfect complement when working with Davis Opportunity Valuation or Volatility modules.
Davis |
Davis Opportunity Fund Mutual Fund Annual Yield Analysis
Davis Opportunity's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Davis Opportunity Annual Yield | 0.01 % |
Most of Davis Opportunity's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Davis Opportunity Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Davis Opportunity Fund has an Annual Yield of 0.0134%. This is much higher than that of the Davis Funds family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Davis Opportunity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davis Opportunity's current stock value. Our valuation model uses many indicators to compare Davis Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davis Opportunity competition to find correlations between indicators driving Davis Opportunity's intrinsic value. More Info.Davis Opportunity Fund is rated # 3 fund in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davis Opportunity Fund is roughly 7.69 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davis Opportunity's earnings, one of the primary drivers of an investment's value.About Davis Opportunity Financial Statements
Davis Opportunity investors use historical fundamental indicators, such as Davis Opportunity's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Davis Opportunity. Please read more on our technical analysis and fundamental analysis pages.
The funds investment adviser uses the Davis Investment Discipline to invest Davis Opportunity Funds portfolio principally in common stocks . It may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Davis Mutual Fund
Davis Opportunity financial ratios help investors to determine whether Davis Mutual 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 Davis with respect to the benefits of owning Davis Opportunity security.
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