Income Financial Trust Stock Buy Hold or Sell Recommendation
| INC-UN Stock | CAD 8.80 0.16 1.85% |
Assuming the 90 days trading horizon and your typical level of risk aversion, our recommendation regarding Income Financial Trust is 'Strong Hold'. Macroaxis provides Income Financial buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding INC-UN positions.
Check out Income Financial Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Income and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Income Financial Trust. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
Income |
Execute Income Financial Buy or Sell Advice
The Income recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Income Financial Trust. Macroaxis does not own or have any residual interests in Income Financial Trust or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Income Financial's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Income Financial Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: XAI Octagon Floating Rate Alternative Income Trust Declares its Monthly Common Shares Distribution of 0.085 per Share - Business Wire |
Income Financial Returns Distribution Density
The distribution of Income Financial's historical returns is an attempt to chart the uncertainty of Income Financial's future price movements. The chart of the probability distribution of Income Financial daily returns describes the distribution of returns around its average expected value. We use Income Financial Trust price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Income Financial returns is essential to provide solid investment advice for Income Financial.
| Mean Return | 0.18 | Value At Risk | -1.76 | Potential Upside | 2.13 | Standard Deviation | 1.21 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Income Financial historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Income Financial Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (249.4K) | 356.8K | 1.1M | 1.4M | (1.9M) | (1.8M) | |
| Free Cash Flow | 2.2M | 2.4M | 194.1K | (4.2M) | 430.5K | 409.0K | |
| Other Non Cash Items | (1.5M) | 3.9M | (3.8M) | (2.7M) | (690.6K) | (656.1K) | |
| Dividends Paid | 2.4M | 2.1M | 2.9M | 3.9M | 3.4M | 3.2M | |
| Net Income | 3.7M | (1.4M) | 4.0M | (1.5M) | 1.1M | 1.6M | |
| End Period Cash Flow | 516.1K | 872.9K | 1.9M | 3.3M | 1.4M | 1.5M | |
| Change To Netincome | 6.5M | (1.5M) | 3.9M | (3.8M) | (3.5M) | (3.3M) |
Income Financial Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Income Financial or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Income Financial's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Income stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.27 | |
σ | Overall volatility | 1.22 | |
Ir | Information ratio | 0.06 |
Income Financial Volatility Alert
Income Financial Trust has relatively low volatility with skewness of 0.23 and kurtosis of 1.06. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Income Financial's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Income Financial's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Income Financial Fundamentals Vs Peers
Comparing Income Financial's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Income Financial's direct or indirect competition across all of the common fundamentals between Income Financial and the related equities. This way, we can detect undervalued stocks with similar characteristics as Income Financial or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Income Financial's fundamental indicators could also be used in its relative valuation, which is a method of valuing Income Financial by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Income Financial to competition |
| Fundamentals | Income Financial | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.12 | -0.14 |
| Profit Margin | 0.92 % | (1.27) % |
| Operating Margin | 0.92 % | (5.51) % |
| Current Valuation | 28.32 M | 16.62 B |
| Shares Outstanding | 3.35 M | 571.82 M |
| Number Of Shares Shorted | 302 | 4.71 M |
| Price To Earning | 14.40 X | 28.72 X |
| Price To Book | 1.18 X | 9.51 X |
| Price To Sales | 5.68 X | 11.42 X |
| Revenue | 1.4 M | 9.43 B |
| Gross Profit | 4.49 M | 27.38 B |
| EBITDA | 1.12 M | 3.9 B |
| Net Income | 1.12 M | 570.98 M |
| Cash And Equivalents | 765.49 K | 2.7 B |
| Cash Per Share | 0.33 X | 5.01 X |
| Total Debt | 196.19 K | 5.32 B |
| Current Ratio | 3.03 X | 2.16 X |
| Book Value Per Share | 7.32 X | 1.93 K |
| Cash Flow From Operations | 430.48 K | 971.22 M |
| Short Ratio | 0.11 X | 4.00 X |
| Earnings Per Share | 1.41 X | 3.12 X |
| Beta | 1.56 | -0.15 |
| Market Capitalization | 28.99 M | 19.03 B |
| Total Asset | 23.71 M | 29.47 B |
| Annual Yield | 0.1 % | |
| Five Year Return | 9.19 % | |
| Net Asset | 23.71 M | |
| Last Dividend Paid | 0.79 |
Income Financial Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Income . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 244.36 | |||
| Daily Balance Of Power | 0.5333 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 8.65 | |||
| Day Typical Price | 8.7 | |||
| Price Action Indicator | 0.23 | |||
| Period Momentum Indicator | 0.16 |
About Income Financial Buy or Sell Advice
When is the right time to buy or sell Income Financial Trust? Buying financial instruments such as Income Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Income Financial in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 35 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Income Stock
Income Financial financial ratios help investors to determine whether Income Stock 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 Income with respect to the benefits of owning Income Financial security.