Wealth Competitors

WEIOOF Stock

172.10 0.40 0.23%

Wealth Inv Optimal competes with Jyske Bank, Kreditbanken, Prime Office, PARKEN Sport, and Nordea Bank; as well as few others. Analyzing Wealth Inv 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 Wealth Inv to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.

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 Wealth Inv competition on your existing holdings.

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Wealth Inv Competition Correlation Matrix

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

	JYSK	KRE	SMSMED	PRIMOF	PARKEN	NDA-DK
JYSK		-0.07	0.22	0.6	-0.32	-0.2	JYSK
KRE	-0.07		-0.28	-0.06	0.33	0.29	KRE
SMSMED	0.22	-0.28		0.26	-0.61	-0.21	SMSMED
PRIMOF	0.6	-0.06	0.26		-0.37	-0.1	PRIMOF
PARKEN	-0.32	0.33	-0.61	-0.37		0.35	PARKEN
NDA-DK	-0.2	0.29	-0.21	-0.1	0.35		NDA-DK
	JYSK	KRE	SMSMED	PRIMOF	PARKEN	NDA-DK

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High positive correlations

PRIMOF	+ 0.6	JYSK
NDA-DK	+ 0.35	PARKEN
PARKEN	+ 0.33	KRE
NDA-DK	+ 0.29	KRE
PRIMOF	+ 0.26	SMSMED
SMSMED	+ 0.22	JYSK

High negative correlations

PARKEN	- 0.61	SMSMED
PARKEN	- 0.37	PRIMOF
PARKEN	- 0.32	JYSK
SMSMED	- 0.28	KRE
NDA-DK	- 0.21	SMSMED
NDA-DK	- 0.2	JYSK

Risk-Adjusted Indicators

There is a big difference between Wealth Stock performing well and Wealth Inv 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 Wealth Inv'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
JYSK	1.03	(0.19)	0.00	(0.40)	0.00	0.00	1.71	(1.60)	12.23
KRE	0.81	0.02	(0.07)	(0.19)	0.99	(1.13)	1.41	(1.96)	4.35
SMSMED	2.05	0.08	(0.01)	0.91	2.06	(2.82)	5.00	(3.97)	14.81
PRIMOF	1.07	(0.05)	0.00	0.43	0.00	0.00	2.27	(2.31)	9.07
PARKEN	1.26	0.07	(0.02)	0.69	1.42	(2.07)	2.93	(1.68)	23.85
NDA-DK	0.84	(0.05)	0.00	(0.03)	0.00	0.00	1.53	(1.58)	7.98

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Wealth Inv Competitive Analysis

The better you understand Wealth Inv competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Wealth Inv'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 Wealth Inv'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

	WEIOOF	JYSK	KRE	SMSMED	PRIMOF	PARKEN	NDA-DK
	0.23 172.10 Wealth	1.56 494.00 Jyske	1.41 5,050 Kreditbanken	0.62 6.44 Scandinavian	0.59 170.00 Prime	0.41 120.00 PARKEN	1.65 79.96 Nordea
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Slightly risky	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Weak	Very Weak	Very Weak	Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Above Average	Low	Unknown	About Average	Below Average	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Fairly 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)	Not Rated	Hold	Sell	Strong Sell	Strong Sell	Sell	Hold
Current Ratio		N/A	N/A		0.95 X	0.51 X	N/A
Net Asset		647.12 B	5.1 B		3.47 B	2.78 B	594.84 B
Profit Margin		0.32 %	0.27 %		1.07 %	0.09 %	0.37 %
EBITDA		8.37 B	104.72 M		303.18 M	280.95 M	N/A
Operating Margin		0.42 %	0.34 %		0.65 %	0.16 %	0.50 %
Current Valuation		371.43 B	34.1 M		2.24 B	1.93 B	464.06 B
Price To Book		0.70 X	0.85 X		0.69 X	0.79 X	1.18 X
Retained Earnings		28.23 B	417 M		185 M	424 M	N/A
Current Asset		104.34 B	273 M		16 M	276 M	N/A
Five Year Return		N/A	1.14 %		N/A	N/A	N/A
Beta		0.89	0.35		0.0914	0.76	0.9
Number Of Employees		3.28 K	84		6	535	28.27 K
Shares Outstanding		64.25 M	168.2 K		3.78 M	9.77 M	3.62 B
Cash Flow From Operations		(3.09 B)	(259.65 M)		82.56 M	381.02 M	21.98 B
Annual Yield		N/A	0.01 %		0.02 %	N/A	0.07 %
Total Debt		428.3 B	88.31 M		1.48 B	1.2 B	N/A
Return On Equity		0.0771	0.0612		0.18	0.13	0.11
Z Score		N/A	4.8		N/A	N/A	N/A
Return On Asset		0.0044	0.0094		0.0214	0.0386	0.0062
Book Value Per Share		608.24 X	4,795 X		321.58 X	93.32 X	8.63 X
Current Liabilities		186.71 B	2.06 B		72 M	467 M	N/A
Total Asset		647.12 B	5.1 B		3.47 B	2.78 B	594.84 B
Target Price		533.0	N/A		N/A	90.0	93.87
Last Dividend Paid		N/A	50.0		N/A	N/A	0.8
Debt To Equity		N/A	N/A		1.06 %	162.40 %	N/A
Shares Owned By Institutions		23.11 %	0.20 %		0.16 %	0.64 %	60.54 %
Market Capitalization		35.38 B	719.9 M		974.56 M	787.47 M	302.44 B
Price To Earning		7.79 X	8.68 X		6.80 X	14.21 X	N/A
Price To Earnings To Growth		0.86 X	N/A		N/A	N/A	9.00 X
Price To Sales		2.95 X	3.82 X		4.83 X	0.60 X	28.93 X
Net Income		3.18 B	92.5 M		153.34 M	51.62 M	3.6 B
Earnings Per Share		42.67 X	286.40 X		53.09 X	10.76 X	6.96 X
Shares Owned By Insiders		28.12 %	38.00 %		62.63 %	73.23 %	0.72 %
Revenue		9.2 B	210.23 M		182.66 M	1.18 B	9.79 B
Working Capital		(82.36 B)	(1.79 B)		(56 M)	(191 M)	N/A
Cash And Equivalents		77.07 B	66.49 M		92.81 M	18.82 M	N/A
Cash Per Share		944.86 X	395.14 X		24.58 X	1.93 X	N/A
Gross Profit		9.46 B	227.61 M		133.07 M	451.23 M	9.72 B
Day Typical Price	171.82	492.13	5026.67	6.36	170.0	119.67	79.69
Accumulation Distribution	33.0	1317.96	0.0139	67.53	N/A	116.33	5396.29
Market Facilitation Index	1.0E-4	1.0E-4	70.0	1.0E-4	N/A	6.0E-4	0.0
Daily Balance Of Power	0.4706	0.8636	1.0	(0.17)	9.2 T	(0.17)	1.25
Period Momentum Indicator	0.4	7.6	70.0	(0.04)	1.0	(0.50)	1.3
Rate Of Daily Change	1.0	1.02	1.01	0.99	1.01	1.0	1.02
Day Median Price	171.68	491.2	5015.0	6.32	170.0	119.5	79.56
Price Action Indicator	0.63	6.6	70.0	0.1	0.5	0.25	1.05
Coefficient Of Variation	1473.12	(1,190)	5194.82	2673.19	(2,912)	2923.37	(69,801)
Mean Deviation	0.5847	1.03	0.8091	2.05	1.07	1.26	0.8383
Jensen Alpha	0.0603	(0.19)	0.0176	0.083	(0.05)	0.0656	(0.05)
Total Risk Alpha	(0.09)	(0.39)	(0.15)	(0.33)	(0.31)	(0.31)	(0.19)
Sortino Ratio	(0.05)	N/A	(0.07)	(0.01)	N/A	(0.02)	N/A
Downside Variance	1.38	N/A	2.17	5.41	N/A	3.07	N/A
Standard Deviation	0.9434	1.61	1.09	2.81	1.65	2.59	1.21
Kurtosis	9.91	16.46	(0.28)	2.08	4.51	29.74	6.72
Potential Upside	1.43	1.71	1.41	5.0	2.27	2.93	1.53
Treynor Ratio	(1.00)	(0.40)	(0.19)	0.9086	0.4304	0.6915	(0.03)
Maximum Drawdown	6.19	12.23	4.35	14.81	9.07	23.85	7.98
Variance	0.89	2.59	1.18	7.88	2.72	6.72	1.46
Market Risk Adjusted Performance	(0.99)	(0.39)	(0.18)	0.9186	0.4404	0.7015	(0.02)
Risk Adjusted Performance	0.0539	(0.06)	0.0177	0.0359	(0.02)	0.0333	0.0026
Skewness	(1.93)	(2.96)	(0.37)	1.07	(0.09)	4.25	1.59
Semi Deviation	0.9739	N/A	0.9928	2.06	N/A	1.42	N/A
Information Ratio	(0.07)	(0.16)	(0.1)	(0.01)	(0.11)	(0.01)	(0.11)
Value At Risk	(1.05)	(1.60)	(1.96)	(3.97)	(2.31)	(1.68)	(1.58)
Expected Short fall	(0.63)	N/A	(1.13)	(2.82)	N/A	(2.07)	N/A
Downside Deviation	1.17	N/A	1.47	2.33	N/A	1.75	N/A
Semi Variance	0.9485	N/A	0.9856	4.22	N/A	2.0	N/A

Wealth Inv Competition Performance Charts

Five steps to successful analysis of Wealth Inv Competition

Wealth Inv'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 Wealth Inv Optimal in relation to its competition. Wealth Inv's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Wealth Inv 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 Wealth Inv's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Wealth Inv Optimal, 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 Wealth Inv position

In addition to having Wealth Inv 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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Pharmaceutical Products

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Pharmaceutical Products theme has 61 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 Pharmaceutical Products Theme or any other thematic opportunities.

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