Heartcore Enterprises Stock Five Year Return

HTCR Stock

USD 1.41 0.11 8.46%

HeartCore Enterprises fundamentals help investors to digest information that contributes to HeartCore Enterprises' financial success or failures. It also enables traders to predict the movement of HeartCore Stock. The fundamental analysis module provides a way to measure HeartCore Enterprises' 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 HeartCore Enterprises stock.

Short Long Term Debt Total Total Assets

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HeartCore Enterprises Company Five Year Return Analysis

HeartCore Enterprises' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

HeartCore Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for HeartCore Enterprises is extremely important. It helps to project a fair market value of HeartCore Stock properly, considering its historical fundamentals such as Five Year Return. Since HeartCore Enterprises' 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 HeartCore Enterprises' 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 HeartCore Enterprises' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Total Liab	Net Invested Capital	Short Long Term Debt	Total Current Assets	Capital Stock	Net Working Capital	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment
Total Assets		0.87	0.76	0.82	-0.55	-0.91	0.85	-0.27	0.78	0.14	0.92	-0.21	0.71	0.97	0.34	0.48	0.79	0.97	-0.83
Total Stockholder Equity	0.87		0.87	0.64	-0.82	-0.96	0.85	-0.55	0.72	-0.35	0.94	-0.17	0.89	0.95	0.58	0.44	0.92	0.95	-0.92
Net Tangible Assets	0.76	0.87		0.52	-0.85	-0.74	0.71	-0.33	0.53	-0.26	0.89	0.27	0.92	0.88	0.67	0.75	0.94	0.88	-0.96
Current Deferred Revenue	0.82	0.64	0.52		-0.18	-0.73	0.79	0.18	0.81	0.36	0.64	-0.12	0.41	0.76	-0.01	0.53	0.49	0.76	-0.53
Net Debt	-0.55	-0.82	-0.85	-0.18		0.65	-0.44	0.59	-0.22	0.61	-0.83	-0.19	-0.97	-0.71	-0.92	-0.33	-0.81	-0.71	0.81
Retained Earnings	-0.91	-0.96	-0.74	-0.73	0.65		-0.92	0.53	-0.84	0.23	-0.88	0.38	-0.74	-0.94	-0.38	-0.35	-0.84	-0.94	0.84
Accounts Payable	0.85	0.85	0.71	0.79	-0.44	-0.92		-0.37	0.97	-0.06	0.73	-0.35	0.56	0.88	0.09	0.58	0.83	0.88	-0.82
Long Term Debt	-0.27	-0.55	-0.33	0.18	0.59	0.53	-0.37		-0.27	0.71	-0.41	0.54	-0.45	-0.37	-0.41	0.19	-0.56	-0.37	0.49
Net Receivables	0.78	0.72	0.53	0.81	-0.22	-0.84	0.97	-0.27		0.06	0.58	-0.46	0.35	0.76	-0.14	0.51	0.68	0.76	-0.66
Total Liab	0.14	-0.35	-0.26	0.36	0.61	0.23	-0.06	0.71	0.06		-0.16	0.05	-0.43	-0.06	-0.55	0.15	-0.35	-0.06	0.25
Net Invested Capital	0.92	0.94	0.89	0.64	-0.83	-0.88	0.73	-0.41	0.58	-0.16		-0.01	0.93	0.97	0.68	0.46	0.87	0.97	-0.91
Short Long Term Debt	-0.21	-0.17	0.27	-0.12	-0.19	0.38	-0.35	0.54	-0.46	0.05	-0.01		0.22	-0.12	0.39	0.48	-0.03	-0.12	-0.02
Total Current Assets	0.71	0.89	0.92	0.41	-0.97	-0.74	0.56	-0.45	0.35	-0.43	0.93	0.22		0.83	0.87	0.46	0.85	0.83	-0.87
Capital Stock	0.97	0.95	0.88	0.76	-0.71	-0.94	0.88	-0.37	0.76	-0.06	0.97	-0.12	0.83		0.48	0.56	0.9	1.0	-0.93
Net Working Capital	0.34	0.58	0.67	-0.01	-0.92	-0.38	0.09	-0.41	-0.14	-0.55	0.68	0.39	0.87	0.48		0.13	0.54	0.48	-0.56
Short Term Debt	0.48	0.44	0.75	0.53	-0.33	-0.35	0.58	0.19	0.51	0.15	0.46	0.48	0.46	0.56	0.13		0.65	0.56	-0.67
Intangible Assets	0.79	0.92	0.94	0.49	-0.81	-0.84	0.83	-0.56	0.68	-0.35	0.87	-0.03	0.85	0.9	0.54	0.65		0.9	-0.99
Common Stock	0.97	0.95	0.88	0.76	-0.71	-0.94	0.88	-0.37	0.76	-0.06	0.97	-0.12	0.83	1.0	0.48	0.56	0.9		-0.93
Property Plant Equipment	-0.83	-0.92	-0.96	-0.53	0.81	0.84	-0.82	0.49	-0.66	0.25	-0.91	-0.02	-0.87	-0.93	-0.56	-0.67	-0.99	-0.93

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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HeartCore Return On Tangible Assets

Return On Tangible Assets

(0.37)

At this time, HeartCore Enterprises' Return On Tangible Assets are relatively stable compared to the past year.

According to the company disclosure, HeartCore Enterprises has a Five Year Return of 0.0%. This indicator is about the same for the Software average (which is currently at 0.0) sector and about the same as Information Technology (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

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HeartCore Fundamentals

	Return On Equity	-1.11
	Return On Asset	-0.19
	Profit Margin	(0.49) %
	Operating Margin	(0.37) %
	Current Valuation	25.16 M
	Shares Outstanding	20.93 M
	Shares Owned By Insiders	75.10 %
	Shares Owned By Institutions	0.85 %
	Number Of Shares Shorted	101.44 K
	Price To Earning	222.73 X
	Price To Book	2.38 X
	Price To Sales	1.72 X
	Revenue	21.85 M
	Gross Profit	5.19 M
	EBITDA	(4.16 M)
	Net Income	(4.19 M)
	Cash And Equivalents	12.46 M
	Cash Per Share	0.70 X
	Total Debt	4.89 M
	Debt To Equity	0.53 %
	Current Ratio	3.22 X
	Book Value Per Share	0.08 X
	Cash Flow From Operations	(4.33 M)
	Short Ratio	0.27 X
	Earnings Per Share	0.23 X
	Target Price	2.75
	Number Of Employees	99
	Beta	1.49
	Market Capitalization	29.52 M
	Total Asset	19.62 M
	Retained Earnings	(14.76 M)
	Working Capital	(1.02 M)
	Annual Yield	0.06 %
	Net Asset	19.62 M
	Last Dividend Paid	0.04

About HeartCore Enterprises Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze HeartCore Enterprises's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of HeartCore Enterprises using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of HeartCore Enterprises 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 HeartCore Enterprises

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 HeartCore Enterprises 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 HeartCore Enterprises will appreciate offsetting losses from the drop in the long position's value.

Moving together with HeartCore Stock

0.63	DJCO	Daily Journal Corp	Pair Corr
0.75	AI	C3 Ai Inc Trending	Pair Corr
0.87	BL	Blackline	Pair Corr
0.63	DT	Dynatrace Holdings LLC	Pair Corr

Moving against HeartCore Stock

0.66	DMAN	Innovativ Media Group	Pair Corr
0.58	VCSA	Vacasa Inc	Pair Corr
0.57	VTEX	VTEX	Pair Corr
0.53	VERB	VERB TECHNOLOGY PANY Trending	Pair Corr
0.33	EGAN	eGain	Pair Corr

The ability to find closely correlated positions to HeartCore Enterprises could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace HeartCore Enterprises 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 HeartCore Enterprises - 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 HeartCore Enterprises to buy it.

The correlation of HeartCore Enterprises 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 HeartCore Enterprises moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if HeartCore Enterprises 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 HeartCore Enterprises 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.

Pair Correlation Correlation Matching

Additional Tools for HeartCore Stock Analysis

When running HeartCore Enterprises' price analysis, check to measure HeartCore Enterprises' 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 HeartCore Enterprises is operating at the current time. Most of HeartCore Enterprises' value examination focuses on studying past and present price action to predict the probability of HeartCore Enterprises' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HeartCore Enterprises' price. Additionally, you may evaluate how the addition of HeartCore Enterprises to your portfolios can decrease your overall portfolio volatility.

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