Compare Generation to Meitav, IBI, Mivtach, Emilia, MRIN, Analyst

Comparing Generation to Meitav, IBI, Mivtach, Emilia, MRIN, Analyst can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices 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.

	GNRS	MTDS	IBI	MISH	EMDV	MRIN	ANLT
GNRS		0.82	0.93	0.92	0.72	0.88	0.86	GNRS
MTDS	0.82		0.92	0.67	0.84	0.89	0.87	MTDS
IBI	0.93	0.92		0.85	0.77	0.9	0.86	IBI
MISH	0.92	0.67	0.85		0.65	0.81	0.74	MISH
EMDV	0.72	0.84	0.77	0.65		0.87	0.89	EMDV
MRIN	0.88	0.89	0.9	0.81	0.87		0.92	MRIN
ANLT	0.86	0.87	0.86	0.74	0.89	0.92		ANLT
	GNRS	MTDS	IBI	MISH	EMDV	MRIN	ANLT

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Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself 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 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
GNRS	1.76	0.46	0.12	(0.54)	1.74	(2.08)	4.83	(3.02)	11.56
MTDS	1.91	0.61	0.26	0.87	1.76	(2.24)	3.86	(3.47)	14.18
IBI	1.58	0.56	0.22	1.26	1.69	(1.85)	4.27	(3.70)	10.55
MISH	1.43	0.26	0.05	(0.75)	1.70	(1.53)	3.11	(2.78)	9.21
EMDV	1.73	0.18	0.03	18.54	2.10	(1.87)	4.67	(3.50)	10.57
MRIN	1.75	0.64	0.25	2.26	1.60	(2.08)	4.42	(3.89)	8.78
ANLT	1.05	0.28	0.15	3.33	0.79	(1.29)	2.29	(1.64)	8.45

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Worse Than Peers

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	GNRS	MTDS	IBI	MISH	EMDV	MRIN	ANLT
	3.02 70.70 Generation	0.33 2,691 Meitav	3.70 15,890 IBI	1.30 17,980 Mivtach	0.58 2,448 Emilia	4.64 1,335 MRIN	1.93 4,602 Analyst
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Solid	Solid	Modest	Good	Very Strong	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Below Average	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Over Valued	Over Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Strong Sell	Strong Hold	Strong Buy	Strong Buy
Current Ratio	N/A	1.45 X	1.81 X	0.85 X	1.52 X	2.96 X	4.61 X
Net Asset	2.58 B	4.14 B	1.13 B	2.21 B	2.41 B	453.9 M	248.6 M
Profit Margin	0.59 %	(0.37) %	0.12 %	0.69 %	0.03 %	0.09 %	0.01 %
EBITDA	303.2 M	(137 M)	227.69 M	179.44 M	195.44 M	55.16 M	48.61 M
Operating Margin	0.88 %	0.26 %	0.28 %	0.83 %	0.08 %	0.14 %	0.10 %
Current Valuation	2.62 B	2.7 B	818.17 M	2.18 B	1.87 B	629.71 M	291.36 M
Price To Book	0.77 X	1.86 X	1.46 X	0.59 X	1.15 X	2.69 X	2.20 X
Retained Earnings	N/A	110 M	343 M	863 M	75 M	N/A	21 M
Current Asset	N/A	30.69 B	602 M	838 M	689 M	N/A	77 M
Five Year Return	N/A	5.03 %	5.57 %	N/A	7.94 %	N/A	N/A
Beta	0.55	0.56	1.01	0.48	0.6	0.71	0.4
Number Of Employees	6	1.15 K	510	510	28	257	193
Shares Outstanding	1.26 B	67.06 M	12.66 M	9.55 M	27.99 M	71.29 M	11.65 M
Cash Flow From Operations	85.93 M	162 M	197.55 M	(127.95 M)	1.26 M	(10.33 M)	22.2 M
Annual Yield	0.05 %	0.07 %	0.04 %	0.04 %	0.01 %	0.06 %	0.02 %
Total Debt	681.45 M	918 M	50 M	802.53 M	425.61 M	132.03 M	21.81 M
Return On Equity	0.17	-0.39	0.17	0.15	0.13	0.2	0.006
Z Score	0.6	0.6	10.8	N/A	0.6	2.4	8.4
Return On Asset	0.0919	0.0428	0.0974	0.0506	0.0427	0.0983	0.0417
Book Value Per Share	1.51 X	8.16 X	48.58 X	139.74 X	24.65 X	3.41 X	14.06 X
Current Liabilities	N/A	30.41 B	294 M	393 M	545 M	N/A	11 M
Total Asset	2.58 B	4.14 B	1.13 B	2.21 B	2.41 B	453.9 M	248.6 M
Last Dividend Paid	0.043	N/A	2.99	3.0	0.28	0.5	0.45
Debt To Equity	N/A	156.30 %	23.90 %	59.10 %	1.01 %	4.70 %	0.14 %
Shares Owned By Institutions	38.79 %	8.10 %	0.11 %	30.31 %	N/A	12.60 %	N/A
Market Capitalization	1.13 B	1.09 B	903.44 M	760.08 M	657.84 M	638.04 M	326.39 M
Price To Earning	N/A	N/A	734.46 X	N/A	N/A	N/A	N/A
Price To Sales	2.99 X	0.96 X	1.46 X	3.22 X	0.34 X	1.54 X	2.33 X
Net Income	229.87 M	(414 M)	139.58 M	97.95 M	26.22 M	28.38 M	23.98 M
Earnings Per Share	0.23 X	(6.23) X	5.86 X	18.10 X	3.56 X	0.57 X	0.17 X
Shares Owned By Insiders	1.10 %	59.49 %	83.55 %	48.82 %	86.08 %	55.60 %	62.48 %
Revenue	355.01 M	583 M	589.4 M	132.38 M	1.84 B	347.26 M	149.61 M
Working Capital	N/A	278 M	308 M	445 M	144 M	N/A	66 M
Cash And Equivalents	N/A	479 M	547.64 M	93.63 M	95.04 M	54.87 M	96.38 M
Cash Per Share	N/A	7.31 X	43.26 X	9.84 X	3.39 X	0.92 X	8.49 X
Gross Profit	355.01 M	802 M	585.26 M	192 M	415.65 M	123.5 M	122.77 M
Day Typical Price	71.07	2693.67	15696.67	17886.67	2451.67	1347.67	4667.33
Accumulation Distribution	0.0453	2044.28	0.0729	689.36	0.0246	4954.72	1664.96
Market Facilitation Index	3.3	0.0022	1180.0	0.0217	61.0	6.0E-4	0.005
Daily Balance Of Power	(0.67)	(0.08)	(0.52)	0.4423	0.2295	(1.05)	0.435
Period Momentum Indicator	(2.20)	(9.00)	(610.00)	230.0	14.0	(65.00)	87.0
Rate Of Daily Change	0.97	1.0	0.96	1.01	1.01	0.95	1.02
Day Median Price	71.25	2695.0	15600.0	17840.0	2453.5	1354.0	4700.0
Price Action Indicator	(1.65)	(8.50)	(15.00)	255.0	1.5	(51.50)	(54.50)
Coefficient Of Variation	603.26	361.7	341.4	800.0	1208.59	331.01	520.06
Mean Deviation	1.76	1.91	1.58	1.43	1.73	1.75	1.05
Jensen Alpha	0.4598	0.6067	0.5615	0.2568	0.1787	0.6405	0.2828
Total Risk Alpha	0.0257	0.3132	0.2952	(0.06)	(0.17)	0.3336	0.0557
Sortino Ratio	0.1202	0.2555	0.2197	0.0547	0.0286	0.2507	0.1506
Downside Variance	4.81	5.23	5.23	3.83	5.08	4.98	1.39
Standard Deviation	2.35	2.57	2.14	1.86	2.29	2.27	1.58
Kurtosis	0.8352	2.54	0.7695	0.347	0.1455	0.1276	6.05
Potential Upside	4.83	3.86	4.27	3.11	4.67	4.42	2.29
Treynor Ratio	(0.54)	0.8683	1.26	(0.75)	18.54	2.26	3.33
Maximum Drawdown	11.56	14.18	10.55	9.21	10.57	8.78	8.45
Variance	5.5	6.59	4.6	3.46	5.27	5.14	2.48
Market Risk Adjusted Performance	(0.53)	0.8783	1.27	(0.74)	18.55	2.27	3.34
Risk Adjusted Performance	0.1338	0.2189	0.2309	0.1017	0.0701	0.2381	0.1525
Skewness	0.3617	0.6627	(0.28)	(0.29)	0.1986	(0.26)	1.43
Semi Deviation	1.74	1.76	1.69	1.7	2.1	1.6	0.7878
Information Ratio	0.1123	0.2276	0.2344	0.0576	0.0281	0.2468	0.1127
Value At Risk	(3.02)	(3.47)	(3.70)	(2.78)	(3.50)	(3.89)	(1.64)
Expected Short fall	(2.08)	(2.24)	(1.85)	(1.53)	(1.87)	(2.08)	(1.29)
Downside Deviation	2.19	2.29	2.29	1.96	2.25	2.23	1.18
Semi Variance	3.04	3.08	2.86	2.87	4.4	2.54	0.6206

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, 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 the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats 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.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.

	Macroaxis Index Invested few shares	Go
	Blockchain Invested few shares	Go
	Investor Favorites Invested few shares	Go
	Automobiles and Trucks Invested over 50 shares	Go
	Warren Buffett Holdings Invested few shares	Go
	Power Assets Invested over 200 shares	Go
	Hedge Favorites Invested few shares	Go
	Momentum Invested over 40 shares	Go
	Macroaxis Picks Invested few shares	Go
	Social Domain Invested few shares	Go

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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.

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