Ivy Mid Financial Statements From 2010 to 2024

IGRFX Fund  USD 34.05  0.08  0.24%   
Ivy Mid financial statements provide useful quarterly and yearly information to potential Ivy Mid Cap 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 Ivy Mid financial statements helps investors assess Ivy Mid's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ivy Mid's valuation are summarized below:
Ivy Mid Cap does not presently have any fundamental trends for analysis.
Check Ivy Mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Mid's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Mid Valuation or Volatility modules.
  
This module can also supplement various Ivy Mid Technical models . Check out the analysis of Ivy Mid Correlation against competitors.

Ivy Mid Cap Mutual Fund Price To Sales Analysis

Ivy Mid's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

P/S

 = 

MV Per Share

Revenue Per Share

More About Price To Sales | All Equity Analysis

Current Ivy Mid Price To Sales

    
  2.35 X  
Most of Ivy Mid's fundamental indicators, such as Price To Sales, 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, Ivy Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Competition

Based on the latest financial disclosure, Ivy Mid Cap has a Price To Sales of 2.35 times. This is much higher than that of the Ivy Funds family and significantly higher than that of the Mid-Cap Growth category. The price to sales for all United States funds is notably lower than that of the firm.

Ivy Mid Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Mid's current stock value. Our valuation model uses many indicators to compare Ivy Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Mid competition to find correlations between indicators driving Ivy Mid's intrinsic value. More Info.
Ivy Mid Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about  0.15  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Mid Cap is roughly  6.46 . 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 Ivy Mid's earnings, one of the primary drivers of an investment's value.

About Ivy Mid Financial Statements

Ivy Mid investors use historical fundamental indicators, such as Ivy Mid'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 Ivy Mid. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality andor offer above-average growth potential. Under normal circumstances, it invests at least 80 percent of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap Growth Index over the last 13 months at the time of acquisition.

Also Currently Popular

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 Ivy Mutual Fund

Ivy Mid financial ratios help investors to determine whether Ivy 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 Ivy with respect to the benefits of owning Ivy Mid security.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Equity Valuation
Check real value of public entities based on technical and fundamental data
Transaction History
View history of all your transactions and understand their impact on performance
Volatility Analysis
Get historical volatility and risk analysis based on latest market data