Investment Trust Current Valuation vs. Cash And Equivalents
| THEINVEST | 198.10 1.84 0.92% |
For Investment Trust profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Investment Trust to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Investment Trust utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Investment Trust's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Investment Trust over time as well as its relative position and ranking within its peers.
Investment |
Investment Trust Cash And Equivalents vs. Current Valuation Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Investment Trust's current stock value. Our valuation model uses many indicators to compare Investment Trust value to that of its competitors to determine the firm's financial worth. The Investment Trust is rated second in current valuation category among its peers. It also is rated second in cash and equivalents category among its peers creating about 0.08 of Cash And Equivalents per Current Valuation. The ratio of Current Valuation to Cash And Equivalents for The Investment Trust is roughly 12.89 . At present, Investment Trust's Cash And Equivalents is projected to increase significantly based on the last few years of reporting. 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 Investment Trust's earnings, one of the primary drivers of an investment's value.Investment Current Valuation vs. Competition
The Investment Trust is rated second in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 52.99 Trillion. Investment Trust adds roughly 9.74 Billion in current valuation claiming only tiny portion of equities under Financials industry.
Investment Cash And Equivalents vs. Current Valuation
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.
Investment Trust |
| = | 9.74 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.
Cash or Cash Equivalents are the most liquid of all assets found on the company's balance sheet. It is used in calculating many of the firm's liquidity ratios and is a good indicator of the overall financial health of a company. Companies with a lot of cash are usually attractive takeover targets. Cash Equivalents are balance sheet items that are typically reported using currency printed on notes.
Investment Trust |
| = | 755.67 M |
Cash equivalents represent current assets that are easily convertible to cash such as short term bonds, savings account, money market funds, or certificate of deposits (CDs). One of the important consideration companies make when classifying assets as cash equivalent is that investments they report on their balance sheets under current assets should have almost no risk of change in value over the next few months (usually three months).
Investment Cash And Equivalents Comparison
Investment Trust is currently under evaluation in cash and equivalents category among its peers.
Investment Trust Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Investment Trust, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Investment Trust will eventually generate negative long term returns. The profitability progress is the general direction of Investment Trust's change in net profit over the period of time. It can combine multiple indicators of Investment Trust, 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 | ||
| Accumulated Other Comprehensive Income | 1.7 B | 1.8 B | |
| Operating Income | 308.3 M | 256.5 M | |
| Income Before Tax | 363.1 M | 191.5 M | |
| Total Other Income Expense Net | 54.8 M | 57.5 M | |
| Net Income | 185.7 M | 180.7 M | |
| Income Tax Expense | 163.4 M | 171.5 M | |
| Net Income From Continuing Ops | 199.7 M | 159.3 M | |
| Net Income Applicable To Common Shares | 103.5 M | 151.7 M | |
| Interest Income | 118.7 M | 112.8 M | |
| Net Interest Income | -270.2 M | -256.7 M | |
| Change To Netincome | 112.6 M | 106.9 M |
Investment Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Investment Trust. 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 Investment Trust 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 Investment Trust's important profitability drivers and their relationship over time.
Use Investment Trust 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 Investment Trust 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 Investment Trust will appreciate offsetting losses from the drop in the long position's value.Investment Trust Pair Trading
The Investment Trust Pair Trading Analysis
The ability to find closely correlated positions to Investment Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Investment Trust 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 Investment Trust - 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 The Investment Trust to buy it.
The correlation of Investment Trust 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 Investment Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Investment Trust 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 Investment Trust 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 Investment Trust position
In addition to having Investment Trust 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?
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Monster Funds
Solid funds with above average long term performance indicators based on Macroaxis rating system. The Monster Funds theme has 50 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 Monster Funds Theme or any other thematic opportunities.
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Other Information on Investing in Investment Stock
To fully project Investment Trust's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Investment Trust 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 Investment Trust's income statement, its balance sheet, and the statement of cash flows.