Davis Real Financials
We urge to utilize Davis Real Estate fundamental analysis to find out if markets are presently mispricing the fund. Put another way you can exercise it to find out if Davis Real Estate is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to break down sixteen available fundamental indicators for Davis Real Estate, which can be compared to its peers.
Davis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Davis Real Fund Summary
Davis Real competes with Tfa Alphagen, Smallcap Growth, Pace Large, Qs Growth, and Rational Defensive. The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. Davis Real is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Davis Series |
| Mutual Fund Family | Davis Funds |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 279 0279 |
| Currency | USD - US Dollar |
Davis Real Key Financial Ratios
Davis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davis Real's current stock value. Our valuation model uses many indicators to compare Davis Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davis Real competition to find correlations between indicators driving Davis Real's intrinsic value. More Info.Davis Real Estate is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.06 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davis Real Estate is roughly 15.60 . 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 Real's earnings, one of the primary drivers of an investment's value.Davis Real Estate Systematic Risk
Davis Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Davis Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Davis Real Estate correlated with the market. If Beta is less than 0 Davis Real generally moves in the opposite direction as compared to the market. If Davis Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Davis Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Davis Real is generally in the same direction as the market. If Beta > 1 Davis Real moves generally in the same direction as, but more than the movement of the benchmark.
Davis Real December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Davis Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Davis Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Davis Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Davis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Davis Real's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9113 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 3.54 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.35 |
Other Information on Investing in Davis Mutual Fund
Davis Real 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 Real security.
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