Osterweis Strategic Financial Statements From 2010 to 2024

OSTIX Fund  USD 11.23  0.01  0.09%   
Osterweis Strategic financial statements provide useful quarterly and yearly information to potential Osterweis Strategic Income 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 Osterweis Strategic financial statements helps investors assess Osterweis Strategic's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Osterweis Strategic's valuation are summarized below:
Osterweis Strategic Income does not presently have any trending fundamental ratios for analysis.
Check Osterweis Strategic financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Osterweis Strategic's main balance sheet or income statement drivers, such as , as well as many indicators such as . Osterweis financial statements analysis is a perfect complement when working with Osterweis Strategic Valuation or Volatility modules.
  
This module can also supplement various Osterweis Strategic Technical models . Check out the analysis of Osterweis Strategic Correlation against competitors.

Osterweis Strategic Income Mutual Fund Price To Book Analysis

Osterweis Strategic's 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 Osterweis Strategic Price To Book

    
  1.15 X  
Most of Osterweis Strategic's 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, Osterweis Strategic Income 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, Osterweis Strategic Income has a Price To Book of 1.15 times. This is much higher than that of the Osterweis family and significantly higher than that of the High Yield Bond category. The price to book for all United States funds is notably lower than that of the firm.

Osterweis Strategic Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Osterweis Strategic's current stock value. Our valuation model uses many indicators to compare Osterweis Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Osterweis Strategic competition to find correlations between indicators driving Osterweis Strategic's intrinsic value. More Info.
Osterweis Strategic Income is number one fund in price to book among similar funds. It also is number one fund in price to sales among similar funds fabricating about  0.03  of Price To Sales per Price To Book. The ratio of Price To Book to Price To Sales for Osterweis Strategic Income is roughly  38.33 . 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 Osterweis Strategic's earnings, one of the primary drivers of an investment's value.

About Osterweis Strategic Financial Statements

Osterweis Strategic investors use historical fundamental indicators, such as Osterweis Strategic'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 Osterweis Strategic. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in income bearing securities. Osterweis Capital Management, LLC takes a strategic approach and may invest in a wide array of fixed income securities of various credit qualities and maturities. The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets.

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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 Osterweis Mutual Fund

Osterweis Strategic financial ratios help investors to determine whether Osterweis 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 Osterweis with respect to the benefits of owning Osterweis Strategic security.
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