Davis Real Ten Year Return vs. Price To Earning
| DREYX Fund | USD 43.37 0.76 1.78% |
For Davis Real profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Davis Real to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Davis Real Estate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Davis Real's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Davis Real Estate over time as well as its relative position and ranking within its peers.
Davis |
Davis Real Estate Price To Earning vs. Ten Year Return Fundamental Analysis
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. Davis Real Estate is one of the top funds in ten year return among similar funds. It also is one of the top funds in price to earning among similar funds reporting about 6.18 of Price To Earning per Ten Year Return. 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 Price To Earning vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Davis Real |
| = | 7.70 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Davis Real |
| = | 47.60 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Davis Real Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Davis Real, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Davis Real will eventually generate negative long term returns. The profitability progress is the general direction of Davis Real's change in net profit over the period of time. It can combine multiple indicators of Davis Real, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The fund invests principally in common stocks of domestic companies and may invest in foreign companies .
Davis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Davis Real. 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 Davis Real 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 Davis Real's important profitability drivers and their relationship over time.
Use Davis Real 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 Davis Real 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 Davis Real will appreciate offsetting losses from the drop in the long position's value.Davis Real Pair Trading
Davis Real Estate Pair Trading Analysis
The ability to find closely correlated positions to Davis Real could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Davis Real 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 Davis Real - 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 Davis Real Estate to buy it.
The correlation of Davis Real 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 Davis Real moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Davis Real Estate 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 Davis Real 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 Davis Real position
In addition to having Davis Real 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 Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Davis Mutual Fund
To fully project Davis Real's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Davis Real Estate 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 Davis Real's income statement, its balance sheet, and the statement of cash flows.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |