Escalade Incorporated Shares Owned By Institutions vs. Shares Outstanding

ESCA Stock  USD 16.87  0.46  2.80%   
Based on the measurements of profitability obtained from Escalade Incorporated's financial statements, Escalade Incorporated's profitability may be sliding down. It has an above-average probability of reporting lower numbers next quarter. Profitability indicators assess Escalade Incorporated's ability to earn profits and add value for shareholders. The current year's Price To Sales Ratio is expected to grow to 1.10. The current year's Days Sales Outstanding is expected to grow to 91.55. At present, Escalade Incorporated's Income Tax Expense is projected to increase significantly based on the last few years of reporting. The current year's Net Income From Continuing Ops is expected to grow to about 14.3 M, whereas Operating Income is forecasted to decline to about 12.1 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.310.2344
Significantly Up
Slightly volatile
Net Profit Margin0.03580.0373
Sufficiently Down
Slightly volatile
Operating Profit Margin0.05880.0676
Fairly Down
Pretty Stable
Pretax Profit Margin0.05540.0474
Fairly Up
Slightly volatile
Return On Assets0.04970.0388
Significantly Up
Slightly volatile
Return On Equity0.05670.0597
Notably Down
Slightly volatile
For Escalade Incorporated profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Escalade Incorporated to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Escalade Incorporated utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Escalade Incorporated's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Escalade Incorporated over time as well as its relative position and ranking within its peers.
  

Escalade Incorporated's Revenue Breakdown by Earning Segment

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For information on how to trade Escalade Stock refer to our How to Trade Escalade Stock guide.
Is Leisure Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Escalade Incorporated. If investors know Escalade will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Escalade Incorporated listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.29
Dividend Share
0.6
Earnings Share
0.94
Revenue Per Share
18.314
Quarterly Revenue Growth
(0.08)
The market value of Escalade Incorporated is measured differently than its book value, which is the value of Escalade that is recorded on the company's balance sheet. Investors also form their own opinion of Escalade Incorporated's value that differs from its market value or its book value, called intrinsic value, which is Escalade Incorporated's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Escalade Incorporated's market value can be influenced by many factors that don't directly affect Escalade Incorporated's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Escalade Incorporated's value and its price as these two are different measures arrived at by different means. Investors typically determine if Escalade Incorporated is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Escalade Incorporated's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Escalade Incorporated Shares Outstanding vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Escalade Incorporated's current stock value. Our valuation model uses many indicators to compare Escalade Incorporated value to that of its competitors to determine the firm's financial worth.
Escalade Incorporated is rated below average in shares owned by institutions category among its peers. It is one of the top stocks in shares outstanding category among its peers creating about  358,031  of Shares Outstanding per Shares Owned By Institutions. As of December 11, 2024, Common Stock Shares Outstanding is expected to decline to about 13.8 M. 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 Escalade Incorporated's earnings, one of the primary drivers of an investment's value.

Escalade Shares Outstanding 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.

Escalade Incorporated

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
38.76 %
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.
Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.

Escalade Incorporated

Shares Outstanding

 = 

Public Shares

-

Repurchased

 = 
13.88 M
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.

Escalade Shares Outstanding Comparison

Escalade Incorporated is currently under evaluation in shares outstanding category among its peers.

Escalade Incorporated Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Escalade Incorporated, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Escalade Incorporated will eventually generate negative long term returns. The profitability progress is the general direction of Escalade Incorporated's change in net profit over the period of time. It can combine multiple indicators of Escalade Incorporated, 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.
Last ReportedProjected for Next Year
Operating Income17.8 M12.1 M
Income Before Tax12.5 M11.7 M
Total Other Income Expense Net-5.3 M-5.1 M
Net Income9.8 M9.3 M
Income Tax Expense2.7 M3.7 M
Net Income Applicable To Common Shares20.7 M12.3 M
Net Income From Continuing Ops9.7 M14.3 M
Non Operating Income Net Other71.1 K67.5 K
Interest Income754.2 K1.3 M
Net Interest Income-5.6 M-5.3 M
Change To Netincome1.6 M1.7 M
Net Income Per Share 0.72  0.41 
Income Quality 4.92  3.06 
Net Income Per E B T 0.79  0.58 

Escalade Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Escalade Incorporated. 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 Escalade Incorporated 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 Escalade Incorporated's important profitability drivers and their relationship over time.

Use Escalade Incorporated 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 Escalade Incorporated 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 Escalade Incorporated will appreciate offsetting losses from the drop in the long position's value.

Escalade Incorporated Pair Trading

Escalade Incorporated Pair Trading Analysis

The ability to find closely correlated positions to Escalade Incorporated could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Escalade Incorporated 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 Escalade Incorporated - 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 Escalade Incorporated to buy it.
The correlation of Escalade Incorporated 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 Escalade Incorporated moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Escalade Incorporated 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 Escalade Incorporated 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Escalade Incorporated position

In addition to having Escalade Incorporated 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 Recycling Thematic Idea Now

Recycling
Recycling Theme
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 39 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 Recycling Theme or any other thematic opportunities.
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When determining whether Escalade Incorporated offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Escalade Incorporated's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Escalade Incorporated Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Escalade Incorporated Stock:
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For information on how to trade Escalade Stock refer to our How to Trade Escalade Stock guide.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
To fully project Escalade Incorporated's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Escalade Incorporated 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 Escalade Incorporated's income statement, its balance sheet, and the statement of cash flows.
Potential Escalade Incorporated investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Escalade Incorporated investors may work on each financial statement separately, they are all related. The changes in Escalade Incorporated's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Escalade Incorporated's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.