IDI SCA Return On Asset vs. Revenue

IDIP Stock  EUR 68.20  0.40  0.59%   
Based on the key profitability measurements obtained from IDI SCA's financial statements, IDI SCA may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess IDI SCA's ability to earn profits and add value for shareholders.
For IDI SCA profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IDI SCA to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well IDI SCA utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IDI SCA's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of IDI SCA over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between IDI SCA's value and its price as these two are different measures arrived at by different means. Investors typically determine if IDI SCA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IDI SCA'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.

IDI SCA Revenue vs. Return On Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining IDI SCA's current stock value. Our valuation model uses many indicators to compare IDI SCA value to that of its competitors to determine the firm's financial worth.
IDI SCA is rated third overall in return on asset category among its peers. It is rated second overall in revenue category among its peers totaling about  2,427,953,411  of Revenue per Return On Asset. Comparative valuation analysis is a catch-all model that can be used if you cannot value IDI SCA by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for IDI SCA'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.

IDI Revenue vs. Return On Asset

Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

IDI SCA

Return On Asset

 = 

Net Income

Total Assets

 = 
0.0601
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

IDI SCA

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
145.92 M
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

IDI Revenue vs Competition

IDI SCA is rated second overall in revenue category among its peers. Market size based on revenue of Asset Management industry is currently estimated at about 14.27 Billion. IDI SCA claims roughly 145.92 Million in revenue contributing just under 2% to stocks in Asset Management industry.

IDI SCA Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in IDI SCA, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IDI SCA will eventually generate negative long term returns. The profitability progress is the general direction of IDI SCA's change in net profit over the period of time. It can combine multiple indicators of IDI SCA, 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.
IDI is a private equity firm specializing in leveraged buyouts, expansion capital, middle market, acquisition of significant holdings in listed small and medium companies and secondary private equity portfolios, mezzanine financing, loans senior to senior debt, discounted leveraged buyouts loans in mature companies and through co-investments in pre-IPO financing. The firm mainly invests through its own capital in both direct and fund of funds investments. IDI operates under Financial Services classification in France and is traded on Paris Stock Exchange. It employs 12 people.

IDI Profitability Driver Comparison

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

Use IDI SCA 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 IDI SCA 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 IDI SCA will appreciate offsetting losses from the drop in the long position's value.

IDI SCA Pair Trading

IDI SCA Pair Trading Analysis

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

In addition to having IDI SCA 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 Impulse Thematic Idea Now

Impulse
Impulse Theme
Large corporations operating in retail, broadcasting, energy, airlines and telecom sectors. The Impulse theme has 49 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 Impulse Theme or any other thematic opportunities.
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Other Information on Investing in IDI Stock

To fully project IDI SCA's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of IDI SCA 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 IDI SCA's income statement, its balance sheet, and the statement of cash flows.
Potential IDI SCA investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although IDI SCA investors may work on each financial statement separately, they are all related. The changes in IDI SCA's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on IDI SCA'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.