Western Asset Financials
IGI Stock | USD 16.43 0.04 0.24% |
Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Net Profit Margin | 0.82 | 1.16 |
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Current Ratio | 1.53 | 2.57 |
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The financial analysis of Western Asset is a critical element in measuring its lifeblood. Investors should not minimize Western Asset's ability to pay suppliers or employees on time, ensuring interest payments are not accumulating.
Net Income |
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Western | Select Account or Indicator |
Understanding current and past Western Asset Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Western Asset's financial statements are interrelated, with each one affecting the others. For example, an increase in Western Asset's assets may result in an increase in income on the income statement.
Western Asset Stock Summary
Western Asset competes with Pioneer Floating, Gabelli Equity, Pioneer Municipal, Nuveen Global, and Western Asset. Western Asset Investment Grade Defined Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. Western Asset Investment Grade Defined Opportunity Trust Inc. was formed on June 26, 2009 and is domiciled in the United States. Western Asset operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Specialization | Financial Services, Financial Services |
Instrument | USA Stock View All |
Exchange | New York Stock Exchange |
ISIN | US95790A1016 |
CUSIP | 95790A101 |
Location | New York; U.S.A |
Business Address | 280 Park Avenue, |
Sector | Capital Markets |
Industry | Financials |
Benchmark | Dow Jones Industrial |
Website | individualinvestor.myleggmason.com/portal/ |
Phone | 800 822 5544 |
Currency | USD - US Dollar |
Western Asset Key Financial Ratios
Price To Sales | 5.79 X | ||||
Revenue | 17.04 M | ||||
EBITDA | 6.94 M | ||||
Net Income | 16.71 M | ||||
Market Capitalization | 181.16 M |
Western Asset Key Balance Sheet Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Total Assets | 234.6M | 188.7M | 186.2M | 107.2M | 96.5M | 163.1M | |
Other Current Liab | (721.0K) | (1.4M) | (1.6M) | (797.5K) | (917.1K) | (962.9K) | |
Retained Earnings | 26.3M | (19.7M) | (21.4M) | (13.1M) | (11.8M) | (11.2M) | |
Accounts Payable | 1.4M | 1.6M | 743.1K | 1.6M | 1.4M | 1.5M | |
Other Assets | 366.3K | 309.1K | 696.2K | 465.3K | 535.1K | 478.3K | |
Net Receivables | 2.6M | 2.5M | 2.5M | 2.5M | 2.3M | 2.3M | |
Total Liab | 1.4M | 1.8M | 997.2K | 1.9M | 1.7M | 1.6M | |
Total Current Assets | 2.6M | 2.5M | 2.5M | 2.6M | 2.4M | 2.3M | |
Common Stock | 10.8K | 10.8K | 10.8K | 10.8K | 12.5K | 11.9K | |
Capital Stock | 10.8K | 10.8K | 10.8K | 6.0K | 5.4K | 8.1K | |
Net Debt | (367.0) | (17.9K) | (560.0) | (109.4K) | (98.4K) | (93.5K) | |
Cash | 17.9K | 560.0 | 109.4K | 246.0 | 282.9 | 268.75 | |
Inventory | 3.4M | 4.8M | 3.8M | 3.9M | 3.5M | 3.3M | |
Other Current Assets | (4.1M) | (7.3M) | (4.7M) | (5.2M) | (4.6M) | (4.9M) |
Western Asset Key Income Statement Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Net Interest Income | 10.0M | 10.0M | 10.3M | 9.8M | 8.8M | 8.5M | |
Interest Income | 10.0M | 10.0M | 10.3M | 9.8M | 8.8M | 8.5M | |
Total Revenue | 2.3M | (37.0M) | 7.1M | 17.0M | 15.3M | 16.1M | |
Gross Profit | 20.1M | 2.3M | (37.0M) | 7.1M | 6.4M | 4.2M | |
Operating Income | 19.8M | 1.9M | (37.3M) | 6.9M | 6.2M | 3.9M | |
Ebit | 19.8M | 1.9M | (37.3M) | 6.9M | 6.2M | 3.9M | |
Ebitda | 19.8M | 1.9M | (37.3M) | 6.9M | 6.2M | 3.9M | |
Income Before Tax | 1.9M | (37.3M) | 6.9M | 16.7M | 15.0M | 15.8M | |
Net Income | 1.9M | (37.3M) | 6.9M | 16.7M | 15.0M | 15.8M | |
Cost Of Revenue | 1.6M | 1.7M | 1.4M | 1.2M | 1.1M | 1.2M |
Western Asset Key Cash Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Net Income | 1.9M | (37.3M) | 6.9M | 16.7M | 15.0M | 15.8M | |
Other Non Cash Items | (19.8M) | (1.9M) | 37.3M | (6.9M) | (8.0M) | (8.4M) | |
End Period Cash Flow | 367.0 | 17.9K | 59.4K | 109.4K | 125.8K | 132.0K | |
Begin Period Cash Flow | 367.0 | 17.9K | 59.4K | 109.4K | 125.8K | 132.0K |
Western Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.Western Asset Investment is rated fifth overall in shares outstanding category among its peers. It is rated below average in shares owned by institutions category among its peers . The ratio of Shares Outstanding to Shares Owned By Institutions for Western Asset Investment is about 292,241 . 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 Western Asset's earnings, one of the primary drivers of an investment's value.Western Asset Investment Systematic Risk
Western Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Western Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Western Asset Investment correlated with the market. If Beta is less than 0 Western Asset generally moves in the opposite direction as compared to the market. If Western Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Western Asset Investment is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Western Asset is generally in the same direction as the market. If Beta > 1 Western Asset moves generally in the same direction as, but more than the movement of the benchmark.
Western Asset Thematic Clasifications
Western Asset Investment is part of Diversified Assets investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. All types of close end funds. Pablicly traded close-end funds and other entities backed by different types of diversified investments
This theme covers All types of close end funds. Pablicly traded close-end funds and other entities backed by different types of diversified investments. Get More Thematic Ideas
Diversified Assets | View |
Today, most investors in Western Asset Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Western Asset's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Western Asset growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
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Western Asset January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Western Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Western Asset Investment. We use our internally-developed statistical techniques to arrive at the intrinsic value of Western Asset Investment based on widely used predictive technical indicators. In general, we focus on analyzing Western Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Western Asset's daily price indicators and compare them against related drivers.
Information Ratio | (0.27) | |||
Maximum Drawdown | 1.93 | |||
Value At Risk | (0.79) | |||
Potential Upside | 0.4938 |
Complementary Tools for Western Stock analysis
When running Western Asset's price analysis, check to measure Western Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Western Asset is operating at the current time. Most of Western Asset's value examination focuses on studying past and present price action to predict the probability of Western Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Western Asset's price. Additionally, you may evaluate how the addition of Western Asset to your portfolios can decrease your overall portfolio volatility.
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