Generation Capital Shares Owned By Institutions vs. Current Valuation
| GNRS Stock | 76.00 0.80 1.06% |
For Generation Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Generation Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Generation Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Generation Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Generation Capital over time as well as its relative position and ranking within its peers.
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Generation Capital Current Valuation vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Generation Capital's current stock value. Our valuation model uses many indicators to compare Generation Capital value to that of its competitors to determine the firm's financial worth. Generation Capital is one of the top stocks in shares owned by institutions category among its peers. It also is rated as one of the top companies in current valuation category among its peers reporting about 67,476,201 of Current Valuation per Shares Owned By Institutions. Comparative valuation analysis is a catch-all model that can be used if you cannot value Generation Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Generation Capital'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.Generation Current Valuation 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.
Generation Capital |
| = | 38.79 % |
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.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Generation Capital |
| = | 2.62 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Generation Current Valuation vs Competition
Generation Capital is rated as one of the top companies in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Asset Management industry is currently estimated at about 30.82 Billion. Generation Capital holds roughly 2.62 Billion in current valuation claiming about 8% of stocks in Asset Management industry.
Generation Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Generation Capital. 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 Generation Capital 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 Generation Capital's important profitability drivers and their relationship over time.
Use Generation Capital 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 Generation Capital 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 Generation Capital will appreciate offsetting losses from the drop in the long position's value.Generation Capital Pair Trading
Generation Capital Pair Trading Analysis
The ability to find closely correlated positions to Generation Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Generation Capital 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 Generation Capital - 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 Generation Capital to buy it.
The correlation of Generation Capital 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 Generation Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Generation Capital 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 Generation Capital 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 Generation Capital position
In addition to having Generation Capital 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 Currency Funds Thematic Idea Now
Currency Funds
Funds or Etfs investing in a single currency or combination of currencies from different countries in order to replicate respective foreign exchange markets. The Currency Funds theme has 43 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 Currency Funds Theme or any other thematic opportunities.
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Other Information on Investing in Generation Stock
To fully project Generation Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Generation Capital 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 Generation Capital's income statement, its balance sheet, and the statement of cash flows.