Nuveen Dynamic Retained Earnings vs. Shares Owned By Institutions
| NDMO Stock | USD 10.70 0.03 0.28% |
Retained Earnings | First Reported 2010-12-31 | Previous Quarter -231.5 M | Current Value -219.9 M | Quarterly Volatility 110 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Net Profit Margin | 1.31 | 1.12 |
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| Operating Profit Margin | 1.31 | 1.12 |
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| Pretax Profit Margin | 1.31 | 1.12 |
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For Nuveen Dynamic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nuveen Dynamic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nuveen Dynamic Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nuveen Dynamic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nuveen Dynamic Municipal over time as well as its relative position and ranking within its peers.
Nuveen |
Is Asset Management & Custody Banks 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 Nuveen Dynamic. If investors know Nuveen 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 Nuveen Dynamic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 0.61 |
The market value of Nuveen Dynamic Municipal is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen Dynamic's value that differs from its market value or its book value, called intrinsic value, which is Nuveen Dynamic'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 Nuveen Dynamic's market value can be influenced by many factors that don't directly affect Nuveen Dynamic'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 Nuveen Dynamic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen Dynamic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Dynamic'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.
Nuveen Dynamic Municipal Shares Owned By Institutions vs. Retained Earnings Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nuveen Dynamic's current stock value. Our valuation model uses many indicators to compare Nuveen Dynamic value to that of its competitors to determine the firm's financial worth. Nuveen Dynamic Municipal is rated below average in retained earnings category among its peers. It is rated below average in shares owned by institutions category among its peers . Nuveen Dynamic reported last year Retained Earnings of (231.5 Million). 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 Nuveen Dynamic's earnings, one of the primary drivers of an investment's value.Nuveen Shares Owned By Institutions vs. Retained Earnings
Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
Nuveen Dynamic |
| = | (257.22 M) |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
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.
Nuveen Dynamic |
| = | 10.25 % |
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.
Nuveen Shares Owned By Institutions Comparison
Nuveen Dynamic is currently under evaluation in shares owned by institutions category among its peers.
Nuveen Dynamic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nuveen Dynamic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nuveen Dynamic will eventually generate negative long term returns. The profitability progress is the general direction of Nuveen Dynamic's change in net profit over the period of time. It can combine multiple indicators of Nuveen Dynamic, 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 Reported | Projected for Next Year | ||
| Net Interest Income | 38.5 M | 40.4 M | |
| Interest Income | 49.9 M | 52.4 M | |
| Operating Income | 13.5 M | 14.2 M | |
| Net Income From Continuing Ops | 13.5 M | 14.2 M | |
| Income Before Tax | 13.5 M | 14.2 M | |
| Net Income | 13.5 M | 14.2 M | |
| Income Tax Expense | -193.1 K | -202.7 K | |
| Total Other Income Expense Net | -413.1 K | -433.7 K | |
| Net Income Per Share | 0.30 | 0.32 | |
| Income Quality | 0.02 | 0.01 |
Nuveen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nuveen Dynamic. 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 Nuveen Dynamic 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 Nuveen Dynamic's important profitability drivers and their relationship over time.
Use Nuveen Dynamic 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 Nuveen Dynamic 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 Nuveen Dynamic will appreciate offsetting losses from the drop in the long position's value.Nuveen Dynamic Pair Trading
Nuveen Dynamic Municipal Pair Trading Analysis
The ability to find closely correlated positions to Nuveen Dynamic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nuveen Dynamic 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 Nuveen Dynamic - 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 Nuveen Dynamic Municipal to buy it.
The correlation of Nuveen Dynamic 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 Nuveen Dynamic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nuveen Dynamic Municipal 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 Nuveen Dynamic 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 Nuveen Dynamic position
In addition to having Nuveen Dynamic 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 Hedge Favorites Thematic Idea Now
Hedge Favorites
Hedge Funds pool capital from accredited individuals or institutional investors and invest in a variety of assets, often with complex portfolio-construction and risk-management techniques. The Hedge Favorites theme has 37 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 Hedge Favorites Theme or any other thematic opportunities.
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Check out Correlation Analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
To fully project Nuveen Dynamic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nuveen Dynamic Municipal 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 Nuveen Dynamic's income statement, its balance sheet, and the statement of cash flows.