Affluent Medical Shares Owned By Institutions vs. Cash And Equivalents
| AFME Stock | 1.39 0.09 6.92% |
For Affluent Medical profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Affluent Medical to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Affluent Medical SAS utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Affluent Medical's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Affluent Medical SAS over time as well as its relative position and ranking within its peers.
Affluent |
Affluent Medical SAS Cash And Equivalents vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Affluent Medical's current stock value. Our valuation model uses many indicators to compare Affluent Medical value to that of its competitors to determine the firm's financial worth. Affluent Medical SAS is number one stock in shares owned by institutions category among its peers. It is rated second in cash and equivalents category among its peers creating about 175,538 of Cash And Equivalents per Shares Owned By Institutions. Comparative valuation analysis is a catch-all model that can be used if you cannot value Affluent Medical by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Affluent Medical's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Affluent Cash And Equivalents vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Affluent Medical |
| = | 65.00 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Cash or Cash Equivalents are the most liquid of all assets found on the company's balance sheet. It is used in calculating many of the firm's liquidity ratios and is a good indicator of the overall financial health of a company. Companies with a lot of cash are usually attractive takeover targets. Cash Equivalents are balance sheet items that are typically reported using currency printed on notes.
Affluent Medical |
| = | 11.41 M |
Cash equivalents represent current assets that are easily convertible to cash such as short term bonds, savings account, money market funds, or certificate of deposits (CDs). One of the important consideration companies make when classifying assets as cash equivalent is that investments they report on their balance sheets under current assets should have almost no risk of change in value over the next few months (usually three months).
Affluent Cash And Equivalents Comparison
Affluent Medical is currently under evaluation in cash and equivalents category among its peers.
Affluent Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Affluent Medical. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Affluent Medical position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Affluent Medical's important profitability drivers and their relationship over time.
Use Affluent Medical in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affluent Medical position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affluent Medical will appreciate offsetting losses from the drop in the long position's value.Affluent Medical Pair Trading
Affluent Medical SAS Pair Trading Analysis
The ability to find closely correlated positions to Affluent Medical could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affluent Medical when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affluent Medical - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affluent Medical SAS to buy it.
The correlation of Affluent Medical is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affluent Medical moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affluent Medical SAS moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affluent Medical can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Affluent Medical position
In addition to having Affluent Medical 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 Sector ETFs Thematic Idea Now
Sector ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sector ETFs theme has 439 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 Sector ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Affluent Stock
To fully project Affluent Medical's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Affluent Medical SAS at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Affluent Medical's income statement, its balance sheet, and the statement of cash flows.