Delaware Competitors

Stocks . USA . 
Stock . Delaware Investments Florida
VFL Stock  USD 10.27  0.06  0.58%   
Delaware Investments competes with Madison Covered, Royce International, Tortoise Capital, Nuveen Select, and Sentinel International; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Delaware Investments 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 Delaware Investments to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Delaware Investments Correlation with its peers.

Delaware Investments vs Bogle Small Correlation

Poor diversification

The correlation between Delaware Investments Florida and BOGIX is 0.74 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Delaware Investments Florida and BOGIX in the same portfolio, assuming nothing else is changed.

Moving together with Delaware Stock

  0.7GAM General American InvPairCorr

Moving against Delaware Stock

  0.78SVIIU Spring Valley AcquisitionPairCorr
Return On Tangible Assets is expected to rise to -0.11 this year. The value of Return On Capital Employed is expected to slide to 0.04. At this time, Delaware Investments' Net Tangible Assets are quite stable compared to the past year. Non Currrent Assets Other is expected to rise to about 235.5 M this year, although the value of Non Current Assets Total will most likely fall to about 164.7 M.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
9.8110.2710.73
Details
Intrinsic
Valuation
LowRealHigh
9.7310.1910.65
Details
Naive
Forecast
LowNextHigh
9.8510.3110.77
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.1010.2210.34
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Delaware Investments. Your research has to be compared to or analyzed against Delaware Investments' peers to derive any actionable benefits. When done correctly, Delaware Investments' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Delaware Investments.

Delaware Investments Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Delaware Investments 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 Delaware 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 Delaware Investments does not affect the price movement of the other competitor.

High positive correlations

RSMRX
+ 0.92
SWFCX
BOGIX
+ 0.92
TCMIX
BOGIX
+ 0.91
SWFCX
TCMIX
+ 0.9
MCN
TCMIX
+ 0.9
SWFCX
BOGIX
+ 0.87
RSMRX
  

High negative correlations

RSMRX
- 0.48
TPZ
SWFCX
- 0.43
TPZ
BOGIX
- 0.38
TPZ
TPZ
- 0.32
MCN
TCMIX
- 0.21
TPZ
TPZ
- 0.1
RYIPX

Risk-Adjusted Indicators

There is a big difference between Delaware Stock performing well and Delaware Investments 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 Delaware Investments' 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.

Delaware Investments Competitive Analysis

The better you understand Delaware Investments competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Delaware Investments' 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 Delaware Investments' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
VFL MCN RYIPX TPZ NIM SWFCX RSMRX TCMIX WIGTX BOGIX
 0.58 
 10.27 
Delaware
 0.50 
 6.00 
Madison
 1.41 
 15.41 
Royce
 0.38 
 21.02 
Tortoise
 0.21 
 9.45 
Nuveen
 1.37 
 19.45 
Sentinel
 0.84 
 15.30 
Rbc
 1.39 
 19.09 
Amg
 0.00 
 12.30 
Wasatch
 0.90 
 31.86 
Bogle
Market Volatility
(90 Days Market Risk)
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Mild
Weakest
Weak
Soft
Strong
Good
Fair
Weakest
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Small
Fair
Low
Low
Low
Low
Low
Low
Hazard
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Under Valued
Under Valued
Fairly Valued
Over Valued
Under 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)
Cautious Hold
Hold
Hold
Strong Sell
Cautious Hold
Strong Buy
Strong Buy
Strong Hold
Not Rated
Buy
Current Ratio
0.89
0.1
N/A
N/A
1.76
N/A
N/A
N/A
N/A
N/A
Net Asset
239.33 M
N/A
87.02 M
159.22 M
N/A
146.85 M
96.4 M
1.26 B
97.24 M
115.36 M
Profit Margin
-0.41
N/A
N/A
N/A
-72.68
N/A
N/A
N/A
N/A
N/A
EBITDA
31.29 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Operating Margin
0.89
26.96
N/A
N/A
81.91
N/A
N/A
N/A
N/A
N/A
Current Valuation
217.36 M
159.31 M
N/A
N/A
110.14 M
N/A
N/A
N/A
N/A
N/A
Price To Book
0.91
1.04
2.96
N/A
0.86
1.84
N/A
2.5
N/A
1.49
Retained Earnings
(41.14 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
4.38
9.08
-2.41
8.2
1.42
11.64
5.2
1.96
2.59
6.89
One Year Return
N/A
11.13
9.77
30.82
4.73
61.42
0.0343
33.96
-6.56
10.24
Beta
0.8
0.84
N/A
0.78
0.23
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
N/A
N/A
5.48
N/A
N/A
9.86
2.32
3.7
7.09
1.02
Equity Positions Weight
N/A
N/A
94.52
N/A
N/A
90.14
97.68
96.29
91.78
98.98
Shares Outstanding
12.28 M
20.96 M
N/A
6.53 M
12.45 M
N/A
N/A
N/A
N/A
N/A
Three Year Return
N/A
6.96
1.43
18.08
3.26
19.93
6.8
12.88
-9.02
10.91
Cash Flow From Operations
7.12 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0585
0.02
0.0079
0.0398
0.045
0.0299
N/A
0.0115
N/A
0.0039
Total Debt
100.49 M
618.62 K
N/A
N/A
19.24 K
N/A
N/A
N/A
N/A
N/A
Return On Equity
-0.0353
-5.11
N/A
N/A
-2.31
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0279
0.25
N/A
N/A
1.62
N/A
N/A
N/A
N/A
N/A
Number Of Shares Shorted
1.89 K
107.44 K
N/A
11.49 K
24.58 K
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
11.31
7.09
N/A
N/A
10.72
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10 K
Total Asset
239.33 M
N/A
17.24 M
N/A
N/A
2 M
89.72 M
828.63 M
33.41 M
115.36 M
Debt To Equity
0.47
0.004
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Short Ratio
0.04
0.79
N/A
0.49
0.65
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
0.6
0.72
0.04
1.26
0.27
N/A
N/A
0.02
N/A
0.07
Shares Owned By Institutions
32.46
19.68
N/A
44.26
24.8
N/A
N/A
N/A
N/A
N/A
Market Capitalization
126.77 M
162.84 M
N/A
91.62 M
116.37 M
N/A
N/A
N/A
N/A
N/A
Price To Earning
217.6
16.03
21.38
10.14
32.86
17.36
N/A
18.05
1.24
18.84
Price To Sales
10.16
65.9
2.17
N/A
27.53
1.44
N/A
1.23
N/A
1.08
Net Income
(5.13 M)
(7.76 M)
N/A
N/A
(3.02 M)
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
-0.42
0.46
N/A
1.31
0.28
N/A
N/A
N/A
N/A
N/A
Shares Owned By Insiders
0.035
N/A
N/A
0.29
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
(686.99 K)
2.33 M
N/A
N/A
4.16 M
N/A
N/A
N/A
N/A
N/A
Year To Date Return
N/A
2.32
3.07
29.94
0.89
9.27
5.49
4.88
4.01
5.21
Ten Year Return
N/A
N/A
N/A
N/A
N/A
3.7
12.64
N/A
12.4
9.87
Cash And Equivalents
3.22 M
393.76 K
N/A
N/A
211.19 K
N/A
N/A
N/A
N/A
N/A
Cash Per Share
0.15
0.02
N/A
N/A
0.02
N/A
N/A
N/A
N/A
N/A
Gross Profit
12.48 M
1.99 M
N/A
N/A
4.16 M
N/A
N/A
N/A
N/A
N/A
Day Typical Price
10.26
6.0
15.41
21.04
9.45
19.45
15.3
19.09
12.3
31.86
Accumulation Distribution
0.0039
0.005
N/A
0.009
0.0084
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
0.04
0.03
N/A
0.19
0.08
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(1.50)
(1.00)
0
0.4211
0.25
0
0
0
0.0
0
Period Momentum Indicator
(0.06)
(0.03)
(0.22)
0.08
0.02
(0.27)
(0.13)
(0.27)
N/A
(0.29)
Rate Of Daily Change
0.99
1.0
0.99
1.0
1.0
0.99
0.99
0.99
1.0
0.99
Day Median Price
10.25
6.0
15.41
21.05
9.45
19.45
15.3
19.09
12.3
31.86
Price Action Indicator
(0.01)
(0.01)
(0.11)
0.015
0.01
(0.13)
(0.07)
(0.13)
N/A
(0.14)
Relative Strength Index
56.41
55.17
49.14
56.51
57.35
74.56
55.87
59.84
N/A
56.89
Coefficient Of Variation
3470.13
14174.48
(1,754)
9846.91
1128.36
326.71
825.92
1456.84
N/A
1403.48
Mean Deviation
0.354
0.5732
0.5501
0.6797
0.4142
0.6411
0.9192
0.6088
N/A
0.7787
Jensen Alpha
0.002
(0.02)
(0.06)
0.0018
0.0322
0.2614
0.1336
0.0204
N/A
0.0233
Total Risk Alpha
(0.02)
(0.04)
(0.08)
(0.04)
0.0122
0.2426
0.0998
0.0057
N/A
0.0134
Sortino Ratio
(0.07)
(0.05)
N/A
(0.04)
0.0064
0.357
0.158
0.0097
N/A
0.03
Downside Variance
0.1892
0.5662
N/A
0.7961
0.3494
0.5104
0.7614
0.6806
N/A
0.8595
Standard Deviation
0.445
0.7292
0.69
0.8395
0.5498
0.9801
1.51
0.7717
N/A
1.02
Kurtosis
(0.37)
0.0461
(0.54)
(0.48)
0.7756
12.24
19.73
(0.03)
N/A
0.3497
Potential Upside
0.7984
1.18
1.15
1.46
0.8611
1.38
2.21
1.24
N/A
1.8
Treynor Ratio
0.1261
(0.01)
(0.12)
0.0157
0.2085
0.3549
0.1543
0.0666
N/A
0.0556
Maximum Drawdown
1.98
3.32
2.47
3.58
2.91
6.28
11.09
3.6
N/A
4.61
Variance
0.198
0.5318
0.4761
0.7048
0.3023
0.9605
2.28
0.5955
N/A
1.04
Market Risk Adjusted Performance
0.1361
9.0E-4
(0.11)
0.0257
0.2185
0.3649
0.1643
0.0766
N/A
0.0656
Risk Adjusted Performance
0.0146
0.0052
(0.04)
0.0087
0.0609
0.224
0.0928
0.0503
N/A
0.0544
Skewness
0.1973
0.1093
0.0577
(0.05)
0.0097
2.33
3.55
(0.11)
N/A
0.2665
Semi Deviation
0.369
0.7138
N/A
0.8579
0.4812
0.1799
0.6475
0.7608
N/A
0.8432
Information Ratio
(0.07)
(0.05)
(0.12)
(0.04)
0.0069
0.2602
0.0913
0.0104
N/A
0.0272
Value At Risk
(0.69)
(1.32)
(1.20)
(1.20)
(0.85)
(1.12)
(1.36)
(1.36)
N/A
(1.47)
Expected Short fall
(0.45)
(0.60)
N/A
(0.67)
(0.45)
(0.77)
(1.18)
(0.61)
N/A
(0.93)
Downside Deviation
0.4349
0.7525
N/A
0.8923
0.5911
0.7144
0.8726
0.825
N/A
0.9271
Semi Variance
0.1362
0.5095
N/A
0.736
0.2315
0.0324
0.4192
0.5789
N/A
0.711

Delaware Investments Competition Performance Charts

Five steps to successful analysis of Delaware Investments Competition

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

In addition to having Delaware Investments 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 Realty Funds Thematic Idea Now

Realty Funds
Realty Funds Theme
Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. The Realty Funds theme has 38 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 Realty Funds Theme or any other thematic opportunities.
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When determining whether Delaware Investments is a strong investment it is important to analyze Delaware Investments' 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 Delaware Investments' future performance. For an informed investment choice regarding Delaware Stock, refer to the following important reports:
How To Invest In Delaware
Details
Is Delaware Stock a good investment?
Details
What is Delaware Investments' Net Worth?
Details
Largest Asset Management & Custody Banks Companies
View
Largest Financial Services Companies
View
Check out Delaware Investments Correlation with its peers.
You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Delaware Investments. If investors know Delaware will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Delaware Investments assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth
(0.36)
Dividend Share
0.6
Earnings Share
(0.42)
Revenue Per Share
1.016
Quarterly Revenue Growth
0.043
Investors evaluate Delaware Investments using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Delaware Investments' intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Delaware Investments' market price to deviate significantly from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Delaware Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if Delaware Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, Delaware Investments' market price signifies the transaction level at which participants voluntarily complete trades.
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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