Davis Select Competition

Etfs . USA . 
Etf . Davis Select Worldwide
DWLD Etf  USD 38.78  0.13  0.34%   
Davis Select Worldwide competes with WisdomTree Interest, First Trust, VictoryShares International, Thrivent High, and Morningstar Unconstrained; as well as few others. Analyzing Davis Select competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Davis Select to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Davis Select Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Davis Select competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
37.2238.6540.08
Details
Intrinsic
Valuation
LowRealHigh
36.7138.1439.57
Details

Davis Select Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Davis Select and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Davis 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 Davis Select Worldwide does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CIL
+ 0.94
FDTS
RRTLX
+ 0.86
MSTSX
RRTLX
+ 0.74
LBHIX
SCAXF
+ 0.73
CIL
LBHIX
+ 0.72
AGZD
MSTSX
+ 0.68
LBHIX
  
High negative correlations   
VIASP
- 0.82
SCAXF
VIASP
- 0.74
CIL
VIASP
- 0.62
FDTS
SCAXF
- 0.62
AGZD
CIL
- 0.52
AGZD
FDTS
- 0.45
AGZD

Davis Select Constituents Risk-Adjusted Indicators

There is a big difference between Davis Etf performing well and Davis Select ETF 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 Davis Select'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
AGZD  0.22  0.01 (0.41) 0.19  0.17 
(0.32)
 0.55 
(0.50)
 1.22 
FDTS  0.81 (0.14) 0.00 (0.17) 0.00 
 0.00 
 1.91 
(2.06)
 5.17 
CIL  0.58 (0.10) 0.00 (0.16) 0.00 
 0.00 
 1.26 
(1.46)
 3.41 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
LBHIX  0.12  0.01 (0.39) 0.51  0.00 
(0.28)
 0.24 
(0.24)
 0.96 
MSTSX  0.49 (0.03)(0.12) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
ABHYX  0.18  0.03 (0.22)(0.11) 0.25 
(0.24)
 0.34 
(0.33)
 1.91 
SCAXF  0.70 (0.37) 0.00 (33.24) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.75  0.08 (0.03)(1.87) 1.12 
(0.82)
 2.28 
(1.20)
 7.18 
RRTLX  0.23 (0.03)(0.31) 0.03  0.26 
(0.26)
 0.48 
(0.56)
 1.36 
All Fundamental Data

Davis Select Competitive Analysis

The better you understand Davis Select competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Davis Select'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 Davis Select'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
DWLD AGZD FDTS CIL AQUI LBHIX MSTSX ABHYX SCAXF VIASP
 0.34 
 38.78 
Davis
 0.18 
 22.44 
WisdomTree
 1.27 
 41.48 
First
 1.00 
 43.50 
VictoryShares
 0.00 
 0.01 
Aquagold
 0.24 
 4.26 
Thrivent
 0.25 
 11.90 
Morningstar
 0.22 
 9.01 
High-yield
 0.00 
 0.01 
Sparta
 0.50 
 22.11 
Via
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Good
OK
Very Weak
Very Weak
Very Weak
Good
OK
Modest
Very Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Average
Low
Low
Low
Low
Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Hold
Strong Hold
Strong Hold
Strong Sell
Strong Sell
Strong Hold
Cautious Hold
Strong Sell
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.62
3.49
Net Asset
227.47 M
345.98 M
6.49 M
76.16 M
3.19 K
674.44 M
116.1 M
672.37 M
3.06 M
355.28 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
N/A
N/A
N/A
(21.53 K)
33.09 M
Price To Book
N/A
N/A
1.11
1.73
N/A
1.58
N/A
N/A
34.42
N/A
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
N/A
N/A
N/A
5.73 M
535.95 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
Five Year Return
10.6
3.1
4.9
4.8
N/A
3.46
8.6
1.69
N/A
8.97
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
37.4
7.0
7.3
12.1
N/A
11.94
19.87
11.13
N/A
N/A
Beta
0.99
0.13
1.1
0.99
7.05
N/A
N/A
N/A
1.75
1.16
Equity Positions Weight
100.0
N/A
98.6
99.87
N/A
0.07
61.63
N/A
N/A
N/A
Number Of Employees
499
278
201
9
7
1
1
1
8
169
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
6.56
14.28
0.1
N/A
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
233.95 M
N/A
Three Year Return
10.1
4.8
-0.1
2.5
N/A
3.06
7.0
-0.63
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
N/A
N/A
N/A
210.37 K
12.7 M
Annual Yield
N/A
N/A
N/A
N/A
N/A
0.0617
0.021
0.0041
N/A
0.0972
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
125 K
135 M
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
Bond Positions Weight
N/A
5.86
N/A
N/A
N/A
92.23
22.72
2.0
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
N/A
N/A
N/A
-0.21
-0.11
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
N/A
N/A
N/A
-0.002
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
227.47 M
345.98 M
6.49 M
76.16 M
3.19 K
347.66 M
215.11 M
243.16 M
3.06 M
355.28 M
Last Dividend Paid
0.57
0.083
0.0941
0.18
N/A
0.02
N/A
0.03
N/A
0.73
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
101.0
0.69
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
N/A
50.36 M
N/A
7.72 M
N/A
Price To Earning
N/A
N/A
11.14
16.16
-0.22
35.48
N/A
N/A
19.55
26.83
Price To Sales
N/A
N/A
0.55
1.13
N/A
1.23
N/A
N/A
0.63
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
N/A
N/A
N/A
(609.44 K)
5.2 M
Earnings Per Share
N/A
N/A
N/A
0.76
-0.63
N/A
N/A
N/A
-0.003
1.17
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
Year To Date Return
N/A
N/A
N/A
N/A
N/A
7.32
13.69
6.09
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
Ten Year Return
N/A
2.3
4.6
N/A
N/A
6.0
N/A
4.84
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
N/A
N/A
N/A
909.32 K
51.31 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
N/A
N/A
N/A
3.68 M
74.67 M
Day Typical Price
38.77
22.42
41.48
43.48
0.006
4.26
11.9
9.01
0.015
22.12
Accumulation Distribution
29.31
34.21
N/A
0.46
N/A
N/A
N/A
N/A
N/A
29.03
Market Facilitation Index
1.0E-4
0.0
N/A
2.0E-4
N/A
N/A
N/A
N/A
N/A
0.0
Daily Balance Of Power
0.5417
0.5
9.2 T
7.166667
0.0
9.2 T
9.2 T
9.2 T
0.0
(0.73)
Period Momentum Indicator
0.13
0.04
0.52
0.43
N/A
0.01
0.03
0.02
N/A
(0.11)
Rate Of Daily Change
1.0
1.0
1.01
1.01
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
38.77
22.41
41.48
43.47
0.006
4.26
11.9
9.01
0.015
22.13
Price Action Indicator
0.075
0.05
0.26
0.25
N/A
0.005
0.015
0.01
N/A
(0.07)
Relative Strength Index
54.14
66.92
45.05
44.88
N/A
79.03
56.05
52.75
N/A
65.41
Coefficient Of Variation
746.41
1173.5
(1,487)
(1,532)
N/A
601.89
1345.37
1293.42
(812.40)
1323.69
Mean Deviation
1.04
0.2237
0.807
0.5818
N/A
0.116
0.4933
0.1753
0.7004
0.7517
Jensen Alpha
0.0926
0.0055
(0.14)
(0.10)
N/A
0.0146
(0.03)
0.0261
(0.37)
0.0828
Total Risk Alpha
(0.03)
(0.03)
(0.25)
(0.17)
N/A
(0.01)
(0.06)
(0.03)
(0.80)
(0.1)
Sortino Ratio
0.0448
(0.41)
N/A
N/A
N/A
(0.39)
(0.12)
(0.22)
N/A
(0.03)
Downside Variance
2.32
0.0622
N/A
N/A
N/A
0.0617
0.4195
0.2181
N/A
1.66
Standard Deviation
1.44
0.2847
1.11
0.7566
N/A
0.1738
0.6354
0.2902
2.89
1.16
Kurtosis
1.78
0.0131
0.6284
0.293
N/A
3.08
(0.04)
8.29
66.0
5.27
Potential Upside
2.11
0.546
1.91
1.26
N/A
0.2375
1.21
0.3382
N/A
2.28
Treynor Ratio
0.2329
0.1869
(0.17)
(0.16)
N/A
0.5074
0.0604
(0.11)
(33.24)
(1.87)
Maximum Drawdown
8.46
1.22
5.17
3.41
N/A
0.9552
2.8
1.91
23.47
7.18
Variance
2.09
0.0811
1.23
0.5724
N/A
0.0302
0.4037
0.0842
8.35
1.36
Market Risk Adjusted Performance
0.2429
0.1969
(0.16)
(0.15)
N/A
0.5174
0.0704
(0.1)
(33.23)
(1.86)
Risk Adjusted Performance
0.1074
0.0484
(0.05)
(0.05)
N/A
0.0932
0.0549
0.0428
(0.09)
0.0613
Skewness
(0.02)
0.0848
(0.08)
0.1201
N/A
1.04
0.0729
(1.72)
(8.12)
(0.88)
Semi Deviation
1.32
0.1672
N/A
N/A
N/A
0.0
0.5159
0.2511
N/A
1.12
Information Ratio
0.0472
(0.36)
(0.18)
(0.23)
N/A
(0.56)
(0.12)
(0.35)
(0.17)
(0.03)
Value At Risk
(2.54)
(0.50)
(2.06)
(1.46)
N/A
(0.24)
(1.02)
(0.33)
N/A
(1.20)
Expected Short fall
(1.09)
(0.32)
N/A
N/A
N/A
(0.28)
(0.61)
(0.24)
N/A
(0.82)
Downside Deviation
1.52
0.2493
N/A
N/A
N/A
0.2483
0.6477
0.467
N/A
1.29
Semi Variance
1.73
0.028
N/A
N/A
N/A
(0.02)
0.2661
0.0631
N/A
1.26

Davis Select Competition Performance Charts

Five steps to successful analysis of Davis Select Competition

Davis Select'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 Davis Select Worldwide in relation to its competition. Davis Select's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Davis Select 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 Davis Select's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Davis Select Worldwide, 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.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Davis Select position

In addition to having Davis Select 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.

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Outsourcing
Outsourcing Theme
Companies involved in providing outsourcing and staffing services to business across different domains. The Outsourcing theme has 32 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 Outsourcing Theme or any other thematic opportunities.
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When determining whether Davis Select Worldwide is a strong investment it is important to analyze Davis Select's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Davis Select's future performance. For an informed investment choice regarding Davis Etf, refer to the following important reports:
How To Invest In Davis
Details
ETF Directory
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Largest Size And Style ETFs Companies
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Largest Broad Equity ETFs Companies
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Check out Davis Select Correlation with its peers.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of Davis Select Worldwide is measured differently than its book value, which is the value of Davis that is recorded on the company's balance sheet. Investors also form their own opinion of Davis Select's value that differs from its market value or its book value, called intrinsic value, which is Davis Select'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 Davis Select's market value can be influenced by many factors that don't directly affect Davis Select's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Davis Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Davis Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Davis Select'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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