Nicholas Equity Income Fund Fundamentals
| NSEIX Fund | USD 23.01 0.01 0.04% |
Nicholas Equity Income fundamentals help investors to digest information that contributes to Nicholas Equity's financial success or failures. It also enables traders to predict the movement of Nicholas Mutual Fund. The fundamental analysis module provides a way to measure Nicholas Equity'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 Nicholas Equity mutual fund.
Nicholas |
Nicholas Equity Income Mutual Fund Price To Earning Analysis
Nicholas Equity's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Nicholas Equity Price To Earning | 17.25 X |
Most of Nicholas Equity's fundamental indicators, such as Price To Earning, 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, Nicholas Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Nicholas Equity Income has a Price To Earning of 17.25 times. This is much higher than that of the Nicholas family and significantly higher than that of the Large Value category. The price to earning for all United States funds is notably lower than that of the firm.
Nicholas Equity Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Nicholas Equity's current stock value. Our valuation model uses many indicators to compare Nicholas Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Nicholas Equity competition to find correlations between indicators driving Nicholas Equity's intrinsic value. More Info.Nicholas Equity Income is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Nicholas Equity Income is roughly 6.21 . 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 Nicholas Equity's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Nicholas Equity
The fund consists of 97.7% investments in stocks, with the rest of investments allocated between bonds, cash.Asset allocation divides Nicholas Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nicholas Fundamentals
| Price To Earning | 17.25 X | |||
| Price To Book | 2.78 X | |||
| Price To Sales | 1.49 X | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 14.59 % | |||
| One Year Return | 21.56 % | |||
| Three Year Return | 5.66 % | |||
| Five Year Return | 10.20 % | |||
| Ten Year Return | 10.45 % | |||
| Net Asset | 445.43 M | |||
| Minimum Initial Investment | 500 | |||
| Cash Position Weight | 1.88 % | |||
| Equity Positions Weight | 97.70 % | |||
| Bond Positions Weight | 0.42 % |
About Nicholas Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nicholas Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nicholas Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nicholas Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, 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.To achieve moderate long-term growth, the fund seeks a five-year return which approximates three-fourths of the average total return achieved over a five-year period on the SP 500 Index. It invests in a diversified portfolio of income-producing equity securities and corporate and government fixed income investments . The fund invests, under normal market conditions, at least 80 percent of its net assets in equity securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nicholas Mutual Fund
Nicholas Equity financial ratios help investors to determine whether Nicholas Mutual Fund 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 Nicholas with respect to the benefits of owning Nicholas Equity security.
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