Delaware Investments Financial Statements From 2010 to 2026
Delaware Investments' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Delaware Investments' valuation are provided below:Delaware Investments Dividend does not presently have any fundamental signals for analysis.
This module can also supplement various Delaware Investments Technical models . Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
Check Delaware Investments financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Investments' main balance sheet or income statement drivers, such as , as well as many indicators such as . Delaware financial statements analysis is a perfect complement when working with Delaware Investments Valuation or Volatility modules.
Delaware |
Delaware Investments Dividend Fund Beta Analysis
Delaware Investments' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Delaware Investments Beta | 1.3 |
Most of Delaware Investments' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delaware Investments Dividend is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
CompetitionDelaware Investments Beta Component Assessment
In accordance with the recently published financial statements, Delaware Investments Dividend has a Beta of 1.3. This is 58.54% higher than that of the Financial Services family and 6.56% higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Delaware Investments Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Delaware Investments's current stock value. Our valuation model uses many indicators to compare Delaware Investments value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Investments competition to find correlations between indicators driving Delaware Investments's intrinsic value. More Info.Delaware Investments Dividend is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.02 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Investments Dividend is roughly 42.85 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Delaware Investments by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Currently Active Assets on Macroaxis
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Delaware Fund
If you are still planning to invest in Delaware Investments check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Delaware Investments' history and understand the potential risks before investing.
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