Pimco New Competition

Funds . USA . 
Fund . Pimco New York
PYN Fund  USD 5.74  0.01  0.17%   
Pimco New York competes with Neuberger Berman, Nuveen Amt-free, Delaware Investments, Invesco Trust, and Pimco New; as well as few others. The fund is not categorized under any group at the present time. Analyzing Pimco New 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 Pimco New to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco New 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 Pimco New competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pimco New'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.
Hype
Prediction
LowEstimatedHigh
5.095.746.39
Details
Intrinsic
Valuation
LowRealHigh
5.115.766.41
Details

Pimco New Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pimco New and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pimco 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 Pimco New York does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
VFL
+ 0.96
NBH
PNI
+ 0.95
VFL
PNF
+ 0.93
NBH
PNI
+ 0.93
VTN
BNY
+ 0.93
PNI
PNI
+ 0.92
NBH
  
High negative correlations   
GRF
- 0.03
NUW
PNF
- 0.0
EVY
GRF
- 0.0
EVY
ENX
- 0.0
EVY
BNY
- 0.0
EVY
PNI
- 0.0
EVY

Risk-Adjusted Indicators

There is a big difference between Pimco Fund performing well and Pimco New Fund 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 Pimco New'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
EVY  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
NBH  0.50 (0.09) 0.00 (0.30) 0.00 
 0.00 
 1.04 
(1.01)
 2.74 
NUW  0.40 (0.06) 0.00 (0.26) 0.00 
 0.00 
 0.74 
(0.93)
 2.84 
VFL  0.60 (0.08) 0.00 (0.27) 0.00 
 0.00 
 1.12 
(1.22)
 2.66 
VTN  0.57 (0.14) 0.00 (1.61) 0.00 
 0.00 
 1.13 
(1.36)
 3.92 
PNI  0.52 (0.09) 0.00 (0.31) 0.00 
 0.00 
 0.84 
(1.60)
 3.89 
BNY  0.53 (0.08) 0.00  2.38  0.00 
 0.00 
 0.99 
(1.31)
 2.81 
ENX  0.58 (0.02) 0.00 (6.03) 0.00 
 0.00 
 0.95 
(1.35)
 3.55 
GRF  1.56 (0.03) 0.00 (0.06) 0.00 
 0.00 
 4.06 
(3.75)
 12.36 
PNF  0.45 (0.13) 0.00 (0.64) 0.00 
 0.00 
 0.82 
(1.13)
 2.71 
All Fundamental Data

Pimco New Competitive Analysis

The better you understand Pimco New competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco New'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 Pimco New'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
PYN NBH NUW VFL VTN PNI BNY ENX GRF PNF
 0.17 
 5.74 
Pimco
 0.19 
 10.40 
Neuberger
 0.07 
 13.69 
Nuveen
 0.29 
 10.38 
Delaware
 0.68 
 10.37 
Invesco
 0.14 
 7.15 
Pimco
 0.58 
 10.23 
BlackRock
 0.32 
 9.54 
Eaton
 1.02 
 9.68 
Eagle
 0.67 
 7.46 
Pimco
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Very Low
Low
Low
Very Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Strong Buy
Not Available
Hold
Hold
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Strong Hold
Hold
Strong Hold
Hold
Cautious Hold
Hold
Sell
Strong Sell
Cautious Hold
Current Ratio
0.56
2.72
N/A
0.89
25.23
0.93
0.14
12.91
2.01
0.13
Net Asset
N/A
586.93 M
N/A
252.16 M
370.27 M
N/A
476.11 M
283.9 M
43 M
N/A
Profit Margin
-297.09
0.82
N/A
0.16
1.2
N/A
0.54
0.46
5.88
90.52
EBITDA
N/A
2.13 M
N/A
(27.56 M)
22.02 M
N/A
18.73 M
2.76 M
4.61 M
N/A
Price To Book
0.86
0.87
N/A
0.84
0.65
0.73
0.85
0.87
0.86
0.73
Operating Margin
77.11
0.86
N/A
0.87
0.84
77.82
0.83
0.84
0.37
78.83
Current Valuation
71.16 M
543.53 M
N/A
231.97 M
346.62 M
167.66 M
397.63 M
267.27 M
33.41 M
117.73 M
Five Year Return
-2.67
5.32
0.6
4.38
4.82
-3.02
4.58
4.47
7.76
-3.05
Retained Earnings
N/A
(50.63 M)
N/A
(28.81 M)
(27.38 M)
N/A
(38.07 M)
(30.47 M)
19.38 M
N/A
One Year Return
-0.12
N/A
1.33
N/A
N/A
-0.51
N/A
N/A
N/A
-0.4
Beta
0.63
0.58
0.05
0.62
0.6
0.56
0.56
0.58
0.48
0.54
Number Of Employees
27
N/A
21
N/A
N/A
27
N/A
N/A
N/A
15
Shares Outstanding
5.73 M
29.62 M
17.95 M
12.28 M
14.61 M
11.2 M
24.12 M
17.96 M
3.97 M
7.85 M
Three Year Return
-6.11
N/A
-1.09
N/A
N/A
-6.58
N/A
N/A
N/A
-6.53
Cash Flow From Operations
11.25 M
N/A
N/A
6.25 M
9.6 M
8.95 M
16.12 M
15.9 M
N/A
2.99 M
Annual Yield
0.0053
0.063
0.005
0.0554
0.0793
0.0054
0.0598
0.0509
N/A
0.005
Total Debt
2.22 M
234.66 M
N/A
100.81 M
132.31 M
28.55 M
180.53 M
88.09 M
64.73 K
16.64 M
Return On Equity
-12.89
0.063
N/A
0.0115
0.0823
-15.33
0.0369
0.029
0.11
3.59
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
1.91
0.0245
N/A
0.0143
0.023
1.74
0.022
0.0215
0.0036
1.64
Number Of Shares Shorted
19.12 K
10.39 K
17.88 K
3.9 K
42.22 K
2.79 K
25.85 K
4.57 K
406
3.03 K
Book Value Per Share
9.15
11.77
N/A
12.03
12.04
11.5
12.05
10.74
11.43
12.01
Total Asset
N/A
586.93 M
N/A
252.16 M
370.27 M
N/A
476.11 M
283.9 M
43 M
N/A
Last Dividend Paid
0.43
N/A
0.47
N/A
0.52
0.48
0.47
0.39
0.35
0.5
Debt To Equity
0.031
0.71
N/A
0.47
0.56
0.18
0.73
0.55
N/A
0.14
Short Ratio
1.68
0.11
0.44
0.14
0.37
0.08
0.3
0.5
0.03
0.22
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
68.24
N/A
N/A
Shares Owned By Institutions
N/A
72.15
33.53
23.12
16.04
21.28
25.84
51.16
3.66
N/A
Market Capitalization
46.04 M
308.03 M
260.47 M
127.45 M
151.49 M
100.94 M
248.16 M
176.56 M
38.79 M
77.14 M
Price To Earning
27.21
64.83
13.39
217.6
477.5
21.18
21.47
36.45
11.28
23.18
Price To Sales
13.59
13.95
N/A
10.02
9.58
12.71
12.43
13.92
46.34
12.75
Net Income
(9.88 M)
2.13 M
N/A
31.29 M
16.39 M
(26.86 M)
10.75 M
29.5 M
4.61 M
4.83 M
Earnings Per Share
0.29
1.73
0.99
2.57
0.97
0.4
0.47
0.31
1.24
0.38
Shares Owned By Insiders
N/A
N/A
0.04
0.03
N/A
N/A
N/A
N/A
13.7
N/A
Year To Date Return
0.15
N/A
0.2
N/A
N/A
0.36
N/A
N/A
N/A
0.35
Revenue
3.33 M
64.19 M
N/A
36.45 M
15.36 M
7.41 M
11.31 M
29.79 M
4.85 M
5.38 M
Cash And Equivalents
1 K
296.99 K
N/A
3.22 M
1.13 M
1 K
585
1.33 M
N/A
1 K
Cash Per Share
N/A
0.02
N/A
0.15
0.06
N/A
N/A
0.07
N/A
N/A
Gross Profit
3.37 M
22.08 M
N/A
12.72 M
15.81 M
7.45 M
19.96 M
11.43 M
836.91 K
5.38 M
Day Typical Price
5.75
10.39
13.7
10.4
10.37
7.15
10.22
9.53
9.7
7.45
Accumulation Distribution
0.0069
0.0096
0.0087
0.0067
0.0106
0.0042
0.0059
0.0177
0.0051
0.004
Market Facilitation Index
0.04
0.1
0.12
0.07
0.11
0.03
0.06
0.17
0.05
0.03
Daily Balance Of Power
0.25
0.2
(0.08)
0.4286
0.6364
0.3333
(1.00)
0.1765
(2.00)
1.666667
Period Momentum Indicator
0.01
0.02
(0.01)
0.03
0.07
0.01
(0.06)
0.03
(0.10)
0.05
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.01
1.0
0.99
1.0
0.99
1.01
Day Median Price
5.75
10.38
13.7
10.41
10.37
7.15
10.21
9.52
9.71
7.45
Price Action Indicator
(0.01)
0.03
(0.01)
(0.01)
0.04
0.01
(0.01)
0.03
(0.07)
0.04
Coefficient Of Variation
(844.11)
(913.90)
(1,183)
(1,211)
(595.17)
(959.05)
(902.19)
(4,966)
(26,016)
(523.78)
Mean Deviation
0.5
0.4969
0.3988
0.5972
0.5693
0.5243
0.532
0.5797
1.56
0.4494
Jensen Alpha
(0.09)
(0.09)
(0.06)
(0.08)
(0.14)
(0.09)
(0.08)
(0.02)
(0.03)
(0.13)
Total Risk Alpha
(0.10)
(0.1)
(0.07)
(0.09)
(0.15)
(0.10)
(0.1)
(0.04)
(0.07)
(0.14)
Standard Deviation
0.6345
0.644
0.5252
0.7453
0.7495
0.709
0.6582
0.7314
2.32
0.585
Kurtosis
(0.04)
0.6503
0.5799
(0.07)
0.4925
2.52
(0.41)
(0.07)
1.89
0.0104
Potential Upside
0.8772
1.04
0.7446
1.12
1.13
0.8368
0.9862
0.9524
4.06
0.8186
Treynor Ratio
(0.41)
(0.30)
(0.26)
(0.27)
(1.61)
(0.31)
2.38
(6.03)
(0.06)
(0.64)
Maximum Drawdown
3.07
2.74
2.84
2.66
3.92
3.89
2.81
3.55
12.36
2.71
Variance
0.4026
0.4148
0.2759
0.5555
0.5618
0.5026
0.4332
0.535
5.37
0.3422
Market Risk Adjusted Performance
(0.40)
(0.29)
(0.25)
(0.26)
(1.60)
(0.30)
2.39
(6.02)
(0.05)
(0.63)
Risk Adjusted Performance
(0.10)
(0.09)
(0.08)
(0.07)
(0.14)
(0.09)
(0.1)
(0.02)
0.0032
(0.16)
Skewness
(0.25)
0.6573
(0.02)
0.0769
0.174
(1.25)
(0.23)
(0.29)
(0.45)
(0.1)
Information Ratio
(0.17)
(0.16)
(0.14)
(0.12)
(0.21)
(0.15)
(0.16)
(0.06)
(0.02)
(0.24)
Value At Risk
(1.17)
(1.01)
(0.93)
(1.22)
(1.36)
(1.60)
(1.31)
(1.35)
(3.75)
(1.13)

Pimco New Competition Performance Charts

Five steps to successful analysis of Pimco New Competition

Pimco New'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 Pimco New York in relation to its competition. Pimco New's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Pimco New 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 Pimco New's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco New York, 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 Pimco New position

In addition to having Pimco New 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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Cash Cows Theme
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 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 Cash Cows Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Fund

Pimco New financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco New security.
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