Loomis Sayles Financial Statements From 2010 to 2024

LSMIX Fund  USD 14.61  0.03  0.21%   
Loomis Sayles financial statements provide useful quarterly and yearly information to potential Loomis Sayles Smallmid 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 Loomis Sayles financial statements helps investors assess Loomis Sayles' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Loomis Sayles' valuation are summarized below:
Loomis Sayles Smallmid does not presently have any fundamental ratios for analysis.
Check Loomis Sayles financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Loomis Sayles' main balance sheet or income statement drivers, such as , as well as many indicators such as . Loomis financial statements analysis is a perfect complement when working with Loomis Sayles Valuation or Volatility modules.
  
This module can also supplement various Loomis Sayles Technical models . Check out the analysis of Loomis Sayles Correlation against competitors.

Loomis Sayles Smallmid Mutual Fund Price To Book Analysis

Loomis Sayles' Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

P/B

 = 

MV Per Share

BV Per Share

More About Price To Book | All Equity Analysis

Current Loomis Sayles Price To Book

    
  4.39 X  
Most of Loomis Sayles' fundamental indicators, such as Price To Book, 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, Loomis Sayles Smallmid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition

Based on the latest financial disclosure, Loomis Sayles Smallmid has a Price To Book of 4.39 times. This is 126.29% higher than that of the Loomis Sayles Funds family and significantly higher than that of the Mid-Cap Growth category. The price to book for all United States funds is notably lower than that of the firm.

Loomis Sayles Smallmid Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Loomis Sayles's current stock value. Our valuation model uses many indicators to compare Loomis Sayles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Loomis Sayles competition to find correlations between indicators driving Loomis Sayles's intrinsic value. More Info.
Loomis Sayles Smallmid is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about  0.14  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Loomis Sayles Smallmid is roughly  6.97 . 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 Loomis Sayles' earnings, one of the primary drivers of an investment's value.

About Loomis Sayles Financial Statements

Loomis Sayles investors use historical fundamental indicators, such as Loomis Sayles' 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 Loomis Sayles. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets in the equity securities of smallmid-cap companies, including preferred stocks, warrants and securities convertible into common or preferred stocks. The adviser defines a smallmid-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2500 Index, an index that tracks some or all of the stocks of the 2,500 of the smallest U.S. companies.

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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 Loomis Mutual Fund

Loomis Sayles financial ratios help investors to determine whether Loomis 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 Loomis with respect to the benefits of owning Loomis Sayles security.
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