Simplify Equity Financials
| SPBC Etf | USD 44.37 0.25 0.56% |
Net Expense Ratio 0.0072 | 3 y Sharp Ratio 1.43 |
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The data published in Simplify Equity's official financial statements typically reflect Simplify Equity's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Simplify Equity's quantitative information. For example, before you start analyzing numbers published by Simplify accountants, it's essential to understand Simplify Equity's liquidity, profitability, and earnings quality within the context of the Simplify Asset Management space in which it operates.
Please note, the presentation of Simplify Equity's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Simplify Equity's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Simplify Equity's management manipulating its earnings.
Simplify Equity Etf Summary
Simplify Equity competes with Invesco SP, Pacer Swan, Matthews Asia, Tema Oncology, and Morgan Stanley. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of U.S. companies and the Grayscale Bitcoin Trust. Simplify is traded on NASDAQ Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NASDAQ Exchange |
| ISIN | US82889N8487 |
| Region | Global |
| Investment Issuer | Simplify Asset Management |
| Business Address | SP Bancorp, IncPlano, |
| Etf Family | Simplify Asset Management |
| Fund Category | Asset Allocation |
| Portfolio Concentration | Target Outcome |
| Benchmark | Dow Jones Industrial |
| Website | www.shareplus.com |
| Phone | NA |
| Currency | USD - US Dollar |
Simplify Equity Key Financial Ratios
Simplify Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Simplify Equity's current stock value. Our valuation model uses many indicators to compare Simplify Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Simplify Equity competition to find correlations between indicators driving Simplify Equity's intrinsic value. More Info.Simplify Equity PLUS is presently regarded as number one ETF in price to earning as compared to similar ETFs. It also is presently regarded as number one ETF in price to book as compared to similar ETFs fabricating about 0.02 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Simplify Equity PLUS is roughly 58.45 . 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 Simplify Equity's earnings, one of the primary drivers of an investment's value.About Simplify Equity Financials
What exactly are Simplify Equity Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Simplify Equity's income statement, its balance sheet, and the statement of cash flows. Potential Simplify Equity investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Simplify Equity investors may use each financial statement separately, they are all related. The changes in Simplify Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Simplify Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Simplify Equity Thematic Clasifications
Simplify Equity PLUS is part of several thematic ideas from Asset Allocation ETFs to Target Outcome ETFs. 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. Get More Thematic IdeasSimplify Equity February 10, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Simplify Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Simplify Equity PLUS. We use our internally-developed statistical techniques to arrive at the intrinsic value of Simplify Equity PLUS based on widely used predictive technical indicators. In general, we focus on analyzing Simplify Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Simplify Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.07 | |||
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 4.89 | |||
| Value At Risk | (1.86) | |||
| Potential Upside | 1.24 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Simplify Equity PLUS's market price often diverges from its book value, the accounting figure shown on Simplify's balance sheet. Smart investors calculate Simplify Equity's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Simplify Equity's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Please note, there is a significant difference between Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.