Royce Value Closed Stock Five Year Return

RVT Stock

USD 16.48 0.25 1.54%

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

Short Long Term Debt Total Total Assets

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Royce Value Closed Company Five Year Return Analysis

Royce Value's 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

Current Royce Value Five Year Return

8.29 %

Most of Royce Value's fundamental indicators, such as Five Year Return, 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, Royce Value Closed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Royce Five Year Return Driver Correlations

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

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Common Stock	Net Tangible Assets	Accounts Payable	Long Term Debt	Short Term Investments	Long Term Investments	Intangible Assets	Long Term Debt Total	Capital Surpluse	Short Long Term Debt	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		1.0	-0.05	0.74	0.51	0.66	0.28	-0.3	0.88	0.81	0.39	-0.28	-0.15	0.85	-0.15	-0.16	0.77	-0.15	0.7	0.56	0.36
Total Stockholder Equity	1.0		-0.04	0.75	0.49	0.62	0.28	-0.3	0.89	0.82	0.4	-0.29	-0.15	0.85	-0.15	-0.16	0.78	-0.15	0.71	0.57	0.37
Net Debt	-0.05	-0.04		0.22	-0.45	-0.27	-0.15	0.18	0.06	0.21	0.06	-0.04	0.05	0.19	0.05	0.07	0.11	0.05	0.19	-0.01	-0.15
Retained Earnings	0.74	0.75	0.22		0.31	0.32	0.38	0.19	0.7	0.94	0.41	-0.22	-0.35	0.91	-0.35	-0.14	0.82	-0.35	0.98	0.73	0.38
Net Receivables	0.51	0.49	-0.45	0.31		0.69	0.57	-0.06	0.27	0.34	0.34	-0.04	-0.43	0.35	-0.43	-0.11	0.39	-0.43	0.39	0.59	0.59
Total Liab	0.66	0.62	-0.27	0.32	0.69		0.1	-0.08	0.33	0.35	0.23	-0.06	-0.01	0.39	-0.01	-0.08	0.21	-0.01	0.27	0.11	-0.02
Total Current Assets	0.28	0.28	-0.15	0.38	0.57	0.1		-0.18	0.29	0.34	0.22	-0.25	-0.94	0.37	-0.94	-0.45	0.54	-0.94	0.51	0.79	0.78
Short Term Debt	-0.3	-0.3	0.18	0.19	-0.06	-0.08	-0.18		-0.47	0.06	-0.23	0.22	0.15	-0.07	0.15	0.52	-0.14	0.15	0.19	-0.06	-0.22
Common Stock	0.88	0.89	0.06	0.7	0.27	0.33	0.29	-0.47		0.78	0.56	-0.19	-0.2	0.86	-0.2	-0.29	0.83	-0.2	0.66	0.61	0.47
Net Tangible Assets	0.81	0.82	0.21	0.94	0.34	0.35	0.34	0.06	0.78		0.51	-0.13	-0.24	0.97	-0.24	-0.01	0.85	-0.24	0.93	0.72	0.41
Accounts Payable	0.39	0.4	0.06	0.41	0.34	0.23	0.22	-0.23	0.56	0.51		0.5	-0.22	0.62	-0.22	0.04	0.39	-0.22	0.46	0.48	0.41
Long Term Debt	-0.28	-0.29	-0.04	-0.22	-0.04	-0.06	-0.25	0.22	-0.19	-0.13	0.5		0.26	-0.08	0.26	0.62	-0.37	0.26	-0.17	-0.23	-0.21
Short Term Investments	-0.15	-0.15	0.05	-0.35	-0.43	-0.01	-0.94	0.15	-0.2	-0.24	-0.22	0.26		-0.28	1.0	0.51	-0.4	1.0	-0.48	-0.72	-0.7
Long Term Investments	0.85	0.85	0.19	0.91	0.35	0.39	0.37	-0.07	0.86	0.97	0.62	-0.08	-0.28		-0.28	-0.09	0.86	-0.28	0.89	0.71	0.44
Intangible Assets	-0.15	-0.15	0.05	-0.35	-0.43	-0.01	-0.94	0.15	-0.2	-0.24	-0.22	0.26	1.0	-0.28		0.51	-0.4	1.0	-0.48	-0.72	-0.7
Long Term Debt Total	-0.16	-0.16	0.07	-0.14	-0.11	-0.08	-0.45	0.52	-0.29	-0.01	0.04	0.62	0.51	-0.09	0.51		-0.31	0.51	-0.11	-0.26	-0.28
Capital Surpluse	0.77	0.78	0.11	0.82	0.39	0.21	0.54	-0.14	0.83	0.85	0.39	-0.37	-0.4	0.86	-0.4	-0.31		-0.4	0.81	0.84	0.69
Short Long Term Debt	-0.15	-0.15	0.05	-0.35	-0.43	-0.01	-0.94	0.15	-0.2	-0.24	-0.22	0.26	1.0	-0.28	1.0	0.51	-0.4		-0.48	-0.72	-0.7
Net Invested Capital	0.7	0.71	0.19	0.98	0.39	0.27	0.51	0.19	0.66	0.93	0.46	-0.17	-0.48	0.89	-0.48	-0.11	0.81	-0.48		0.82	0.5
Capital Stock	0.56	0.57	-0.01	0.73	0.59	0.11	0.79	-0.06	0.61	0.72	0.48	-0.23	-0.72	0.71	-0.72	-0.26	0.84	-0.72	0.82		0.9
Current Deferred Revenue	0.36	0.37	-0.15	0.38	0.59	-0.02	0.78	-0.22	0.47	0.41	0.41	-0.21	-0.7	0.44	-0.7	-0.28	0.69	-0.7	0.5	0.9

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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Royce Return On Tangible Assets

Return On Tangible Assets

0.17

At this time, Royce Value's Return On Tangible Assets are comparatively stable compared to the past year.

According to the company disclosure, Royce Value Closed has a Five Year Return of 8.29%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The five year return for all United States stocks is notably lower than that of the firm.

Royce Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Royce Value's direct or indirect competition against its Five 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 Royce Value could also be used in its relative valuation, which is a method of valuing Royce Value by comparing valuation metrics of similar companies.

Royce Value is currently under evaluation in five year return category among its peers.

Royce Value Current Valuation Drivers

We derive many important indicators used in calculating different scores of Royce Value from analyzing Royce Value's financial statements. These drivers represent accounts that assess Royce Value's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Royce Value's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	1.5B	1.6B	2.0B	1.4B	1.7B	1.1B
Enterprise Value	1.5B	1.7B	2.1B	1.4B	1.7B	1.1B

Royce Fundamentals

	Return On Equity	0.12
	Return On Asset	-3.0E-4
	Profit Margin	9.94 %
	Operating Margin	0.06 %
	Current Valuation	1.91 B
	Shares Outstanding	115.35 M
	Shares Owned By Insiders	0.06 %
	Shares Owned By Institutions	27.43 %
	Number Of Shares Shorted	32.42 K
	Price To Earning	4.66 X
	Price To Book	0.98 X
	Price To Sales	81.70 X
	Revenue	137.36 M
	Gross Profit	23.72 M
	EBITDA	331.88 M
	Net Income	329.64 M
	Cash And Equivalents	281.17 K
	Total Debt	35 M
	Debt To Equity	0.04 %
	Current Ratio	0.89 X
	Book Value Per Share	16.54 X
	Cash Flow From Operations	70.88 M
	Short Ratio	0.18 X
	Earnings Per Share	2.97 X
	Beta	1.37
	Market Capitalization	1.87 B
	Total Asset	1.9 B
	Retained Earnings	453.92 M
	Annual Yield	0.07 %
	Five Year Return	8.29 %
	Net Asset	1.9 B
	Last Dividend Paid	1.1

About Royce Value Fundamental Analysis

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

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

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