Davis Financial Financial Statements From 2010 to 2024

DFFCX Fund  USD 54.11  0.66  1.23%   
Davis Financial financial statements provide useful quarterly and yearly information to potential Davis Financial Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Davis Financial financial statements helps investors assess Davis Financial's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Davis Financial's valuation are summarized below:
Davis Financial Fund does not presently have any fundamental signals for analysis.
Check Davis Financial financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Davis Financial's main balance sheet or income statement drivers, such as , as well as many indicators such as . Davis financial statements analysis is a perfect complement when working with Davis Financial Valuation or Volatility modules.
  
This module can also supplement various Davis Financial Technical models . Check out the analysis of Davis Financial Correlation against competitors.

Davis Financial Fund Mutual Fund Annual Yield Analysis

Davis Financial's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Davis Financial Annual Yield

    
  0.01 %  
Most of Davis Financial's fundamental indicators, such as Annual Yield, 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, Davis Financial Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Davis Financial Fund has an Annual Yield of 0.0094%. This is much higher than that of the Davis Funds family and significantly higher than that of the Financial category. The annual yield for all United States funds is notably lower than that of the firm.

Davis Financial Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Davis Financial's current stock value. Our valuation model uses many indicators to compare Davis Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davis Financial competition to find correlations between indicators driving Davis Financial's intrinsic value. More Info.
Davis Financial Fund 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  0.08  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davis Financial Fund is roughly  11.99 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davis Financial's earnings, one of the primary drivers of an investment's value.

About Davis Financial Financial Statements

Davis Financial investors use historical fundamental indicators, such as Davis Financial's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Davis Financial. Please read more on our technical analysis and fundamental analysis pages.
The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the financial services sector. It invests principally in common stocks . A company is principally engaged in financial services if it owns financial services-related assets that constitute at least 50 percent of the value of all of its assets, or if it derives at least 50 percent of its revenues from providing financial services.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Davis Mutual Fund

Davis Financial financial ratios help investors to determine whether Davis Mutual 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 Davis with respect to the benefits of owning Davis Financial security.
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