Caldwell Partners International Stock Ten Year Return
| CWL Stock | CAD 1.11 0.02 1.77% |
Caldwell Partners International fundamentals help investors to digest information that contributes to Caldwell Partners' financial success or failures. It also enables traders to predict the movement of Caldwell Stock. The fundamental analysis module provides a way to measure Caldwell Partners' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Caldwell Partners stock.
Caldwell | Ten Year Return |
Caldwell Partners International Company Ten Year Return Analysis
Caldwell Partners' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Caldwell Ten Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Caldwell Partners is extremely important. It helps to project a fair market value of Caldwell Stock properly, considering its historical fundamentals such as Ten Year Return. Since Caldwell Partners' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Caldwell Partners' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Caldwell Partners' interrelated accounts and indicators.
Click cells to compare fundamentals
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Caldwell Return On Tangible Assets
Return On Tangible Assets |
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Based on the latest financial disclosure, Caldwell Partners International has a Ten Year Return of 0.0%. This indicator is about the same for the Professional Services average (which is currently at 0.0) sector and about the same as Industrials (which currently averages 0.0) industry. This indicator is about the same for all Canada stocks average (which is currently at 0.0).
Caldwell Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Caldwell Partners' direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Caldwell Partners could also be used in its relative valuation, which is a method of valuing Caldwell Partners by comparing valuation metrics of similar companies.Caldwell Partners is currently under evaluation in ten year return category among its peers.
Caldwell Partners Current Valuation Drivers
We derive many important indicators used in calculating different scores of Caldwell Partners from analyzing Caldwell Partners' financial statements. These drivers represent accounts that assess Caldwell Partners' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Caldwell Partners' important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 15.9M | 50.7M | 47.0M | 24.4M | 28.0M | 39.5M | |
| Enterprise Value | 10.2M | 32.1M | 17.6M | 24.1M | 27.7M | 29.2M |
Caldwell Fundamentals
| Return On Equity | -0.0576 | |||
| Return On Asset | 0.0019 | |||
| Profit Margin | (0.02) % | |||
| Operating Margin | 0.08 % | |||
| Current Valuation | 19.68 M | |||
| Shares Outstanding | 29.56 M | |||
| Shares Owned By Insiders | 17.63 % | |||
| Shares Owned By Institutions | 12.84 % | |||
| Number Of Shares Shorted | 9.71 K | |||
| Price To Earning | 15.62 X | |||
| Price To Book | 1.02 X | |||
| Price To Sales | 0.36 X | |||
| Revenue | 96.93 M | |||
| Gross Profit | 34.65 M | |||
| EBITDA | (10.37 M) | |||
| Net Income | (11.3 M) | |||
| Cash And Equivalents | 35.67 M | |||
| Cash Per Share | 0.69 X | |||
| Total Debt | 21.8 M | |||
| Current Ratio | 1.44 X | |||
| Book Value Per Share | 1.11 X | |||
| Cash Flow From Operations | (11.22 M) | |||
| Short Ratio | 0.25 X | |||
| Earnings Per Share | (0.12) X | |||
| Number Of Employees | 150 | |||
| Beta | 1.08 | |||
| Market Capitalization | 33.11 M | |||
| Total Asset | 84.64 M | |||
| Retained Earnings | (4.8 M) | |||
| Working Capital | 11.04 M | |||
| Five Year Return | 6.60 % | |||
| Net Asset | 84.64 M |
About Caldwell Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Caldwell Partners International's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Caldwell Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Caldwell Partners International based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Caldwell Partners
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Caldwell Partners position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Caldwell Partners will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Caldwell Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caldwell Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Caldwell Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Caldwell Partners International to buy it.
The correlation of Caldwell Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Caldwell Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Caldwell Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Caldwell Partners can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Caldwell Stock
Caldwell Partners financial ratios help investors to determine whether Caldwell 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 Caldwell with respect to the benefits of owning Caldwell Partners security.