Western Asset Investment Stock Retained Earnings
| IGI Stock | USD 16.62 0.01 0.06% |
Western Asset Investment fundamentals help investors to digest information that contributes to Western Asset's financial success or failures. It also enables traders to predict the movement of Western Stock. The fundamental analysis module provides a way to measure Western Asset's 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 Western Asset stock.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | -19.3 M | -18.3 M |
Western | Retained Earnings |
Western Asset Investment Company Retained Earnings Analysis
Western Asset's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Western Asset Retained Earnings | (21.43 M) |
Most of Western Asset's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Western Asset Investment is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Western Retained Earnings Driver Correlations
Understanding the fundamental principles of building solid financial models for Western Asset is extremely important. It helps to project a fair market value of Western Stock properly, considering its historical fundamentals such as Retained Earnings. Since Western Asset's 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 Western Asset's 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 Western Asset's interrelated accounts and indicators.
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Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
| Competition |
Based on the latest financial disclosure, Western Asset Investment has a Retained Earnings of (21.43 Million). This is 100.14% lower than that of the Capital Markets sector and 101.48% lower than that of the Financials industry. The retained earnings for all United States stocks is 100.23% higher than that of the company.
Western Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Western Asset's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Western Asset could also be used in its relative valuation, which is a method of valuing Western Asset by comparing valuation metrics of similar companies.Western Asset is currently under evaluation in retained earnings category among its peers.
Western Asset Current Valuation Drivers
We derive many important indicators used in calculating different scores of Western Asset from analyzing Western Asset's financial statements. These drivers represent accounts that assess Western Asset's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Western Asset's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 232.2M | 239.0M | 178.7M | 177.4M | 204.0M | 233.7M | |
| Enterprise Value | 232.2M | 238.9M | 178.7M | 177.3M | 203.8M | 233.6M |
Western Asset ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Western Asset's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Western Asset's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Western Fundamentals
| Shares Outstanding | 10.85 M | ||||
| Shares Owned By Institutions | 37.12 % | ||||
| Number Of Shares Shorted | 9.07 K | ||||
| Price To Earning | 89.00 X | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 16.88 X | ||||
| Revenue | 7.12 M | ||||
| EBITDA | 6.94 M | ||||
| Net Income | 6.94 M | ||||
| Total Debt | 997.22 K | ||||
| Short Ratio | 0.40 X | ||||
| Earnings Per Share | 0.97 X | ||||
| Beta | 0.12 | ||||
| Market Capitalization | 181.16 M | ||||
| Total Asset | 186.17 M | ||||
| Retained Earnings | (21.43 M) | ||||
| Annual Yield | 0.05 % | ||||
| Five Year Return | 4.55 % | ||||
| Net Asset | 186.17 M |
About Western Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Western Asset Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Western Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Western Asset Investment 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.
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When determining whether Western Asset Investment offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Western Asset's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Western Asset Investment Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Western Asset Investment Stock:Check out Western Asset Piotroski F Score and Western Asset Altman Z Score analysis. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Western Asset. If investors know Western will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Western Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 0.97 |
The market value of Western Asset Investment is measured differently than its book value, which is the value of Western that is recorded on the company's balance sheet. Investors also form their own opinion of Western Asset's value that differs from its market value or its book value, called intrinsic value, which is Western Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Western Asset's market value can be influenced by many factors that don't directly affect Western Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Western Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Western Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Western Asset'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.