Dave Competitors
| DAVE Stock | USD 183.22 27.30 17.51% |
Dave vs Intapp Correlation
Very weak diversification
The correlation between Dave Inc and INTA is 0.55 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dave Inc and INTA in the same portfolio, assuming nothing else is changed.
Moving together with Dave Stock
| 0.7 | DT | Dynatrace Holdings LLC | PairCorr |
| 0.65 | MQ | Marqeta | PairCorr |
| 0.65 | PD | Pagerduty | PairCorr |
| 0.64 | DOMO | Domo Inc | PairCorr |
Moving against Dave Stock
| 0.31 | SLF | Sun Life Financial Earnings Call This Week | PairCorr |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dave's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dave Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dave and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Dave and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Dave Inc does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
|
Risk-Adjusted Indicators
There is a big difference between Dave Stock performing well and Dave Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dave's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BL | 1.87 | (0.50) | 0.00 | (0.26) | 0.00 | 2.73 | 12.75 | |||
| KC | 3.01 | 0.05 | 0.01 | 0.13 | 3.20 | 8.10 | 29.29 | |||
| ASAN | 2.33 | (0.77) | 0.00 | (0.56) | 0.00 | 3.55 | 15.87 | |||
| FRSH | 2.04 | (0.40) | 0.00 | (0.29) | 0.00 | 3.12 | 16.54 | |||
| VERX | 1.91 | (0.49) | 0.00 | (0.29) | 0.00 | 5.04 | 21.09 | |||
| BLKB | 1.90 | (0.50) | 0.00 | (0.47) | 0.00 | 2.57 | 12.40 | |||
| NCNO | 1.89 | (0.64) | 0.00 | (0.53) | 0.00 | 4.14 | 15.71 | |||
| PTRN | 3.54 | (0.58) | 0.00 | (0.16) | 0.00 | 7.93 | 25.95 | |||
| YOU | 2.10 | 0.10 | 0.03 | 0.24 | 2.03 | 5.49 | 18.67 | |||
| INTA | 2.48 | (0.65) | 0.00 | 2.68 | 0.00 | 4.73 | 19.38 |
Cross Equities Net Income Analysis
Compare Dave Inc and related stocks such as Blackline, Kingsoft Cloud Holdings, and Asana Inc Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BL | (16.7 M) | (16.7 M) | (16.7 M) | (16.7 M) | (16.8 M) | (24.7 M) | (39.2 M) | (38.1 M) | (27.8 M) | (32.5 M) | (46.9 M) | (115.2 M) | (29.4 M) | 52.8 M | 161.2 M | 185.4 M | 194.6 M |
| KC | (696.3 M) | (696.3 M) | (696.3 M) | (696.3 M) | (696.3 M) | (696.3 M) | (696.3 M) | (696.3 M) | (1 B) | (1.1 B) | (909.7 M) | (1.6 B) | (2.7 B) | (2.2 B) | (2 B) | (1.8 B) | (1.9 B) |
| ASAN | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (50.9 M) | (118.6 M) | (211.7 M) | (288.3 M) | (407.8 M) | (257 M) | (255.5 M) | (230 M) | (241.5 M) |
| FRSH | 1.2 M | 1.2 M | 1.2 M | 1.2 M | 1.2 M | 4.9 M | 2.6 M | (7 K) | 4.3 M | (31.1 M) | (57.3 M) | (192 M) | (232.1 M) | (137.4 M) | (95.4 M) | (85.8 M) | (90.1 M) |
| VERX | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | (6.1 M) | 31.1 M | (75.1 M) | (1.5 M) | (12.3 M) | (13.1 M) | (52.7 M) | (47.5 M) | (45.1 M) |
| BLKB | 24.9 M | 33.2 M | 6.6 M | 30.5 M | 28.3 M | 25.6 M | 41.5 M | 65.9 M | 44.8 M | 11.9 M | 7.7 M | 5.7 M | (45.4 M) | 1.8 M | (283.2 M) | (254.9 M) | (242.1 M) |
| NCNO | (18.6 M) | (18.6 M) | (18.6 M) | (18.6 M) | (18.6 M) | (18.6 M) | (18.6 M) | (18.6 M) | (22.3 M) | (27.6 M) | (40.5 M) | (49.4 M) | (50.1 M) | (42.3 M) | (37.9 M) | (34.1 M) | (35.8 M) |
| PTRN | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | (3 M) | 41.3 M | 67.9 M | 78 M | 81.9 M |
| YOU | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (54.2 M) | (9.3 M) | (36.1 M) | (65.6 M) | 28.1 M | 169.7 M | 195.1 M | 204.9 M |
| INTA | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (17.1 M) | (45.9 M) | (46.8 M) | (99.7 M) | (69.4 M) | (32 M) | (18.2 M) | (20.9 M) | (22 M) |
Dave Inc and related stocks such as Blackline, Kingsoft Cloud Holdings, and Asana Inc Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Dave Inc financial statement analysis. It represents the amount of money remaining after all of Dave Inc operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Dave Competitive Analysis
The better you understand Dave competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dave's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Dave's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Dave Competition Performance Charts
Five steps to successful analysis of Dave Competition
Dave's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Dave Inc in relation to its competition. Dave's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Dave in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Dave's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dave Inc, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Dave position
In addition to having Dave 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 Basic Utilities Thematic Idea Now
Basic Utilities
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 12 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 Basic Utilities Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Dave Correlation with its peers. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Will Application Software sector continue expanding? Could Dave diversify its offerings? Factors like these will boost the valuation of Dave. Projected growth potential of Dave fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Dave data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 210.333 | Earnings Share 10.13 | Revenue Per Share | Quarterly Revenue Growth 0.63 | Return On Assets |
Understanding Dave Inc requires distinguishing between market price and book value, where the latter reflects Dave's accounting equity. The concept of intrinsic value - what Dave's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Dave's price substantially above or below its fundamental value.
It's important to distinguish between Dave's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Dave should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Dave's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.