Uwharrie Capital Corp Stock Fundamentals
| UWHR Stock | USD 8.30 0.05 0.61% |
Uwharrie Capital Corp fundamentals help investors to digest information that contributes to Uwharrie Capital's financial success or failures. It also enables traders to predict the movement of Uwharrie OTC Stock. The fundamental analysis module provides a way to measure Uwharrie Capital'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 Uwharrie Capital otc stock.
Uwharrie |
Uwharrie Capital Corp OTC Stock Return On Equity Analysis
Uwharrie Capital's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Uwharrie Capital Return On Equity | 0.14 |
Most of Uwharrie Capital's fundamental indicators, such as Return On Equity, 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, Uwharrie Capital Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, Uwharrie Capital Corp has a Return On Equity of 0.1378. This is 90.5% lower than that of the Banks sector and significantly higher than that of the Financials industry. The return on equity for all United States stocks is 144.45% lower than that of the firm.
Uwharrie Capital Corp Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Uwharrie Capital's current stock value. Our valuation model uses many indicators to compare Uwharrie Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Uwharrie Capital competition to find correlations between indicators driving Uwharrie Capital's intrinsic value. More Info.Uwharrie Capital Corp is rated second in return on equity category among its peers. It is rated third in return on asset category among its peers reporting about 0.05 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Uwharrie Capital Corp is roughly 20.57 . 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 Uwharrie Capital's earnings, one of the primary drivers of an investment's value.Uwharrie Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Uwharrie Capital's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the otc stocks which would be a good addition to a portfolio. Peer analysis of Uwharrie Capital could also be used in its relative valuation, which is a method of valuing Uwharrie Capital by comparing valuation metrics of similar companies.Uwharrie Capital is currently under evaluation in return on equity category among its peers.
Uwharrie Capital 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, Uwharrie Capital's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Uwharrie Capital's managers, analysts, and investors.Environmental | Governance | Social |
Uwharrie Fundamentals
| Return On Equity | 0.14 | |||
| Return On Asset | 0.0067 | |||
| Profit Margin | 0.16 % | |||
| Operating Margin | 0.26 % | |||
| Current Valuation | (36.51 M) | |||
| Shares Outstanding | 7.1 M | |||
| Shares Owned By Insiders | 10.93 % | |||
| Price To Earning | 7.10 X | |||
| Price To Book | 2.50 X | |||
| Price To Sales | 1.42 X | |||
| Revenue | 43.85 M | |||
| Gross Profit | 45.96 M | |||
| Net Income | 9.52 M | |||
| Cash And Equivalents | 123.16 M | |||
| Cash Per Share | 17.77 X | |||
| Total Debt | 29.53 M | |||
| Debt To Equity | 11.29 % | |||
| Book Value Per Share | 3.08 X | |||
| Cash Flow From Operations | (3.55 M) | |||
| Earnings Per Share | 0.88 X | |||
| Number Of Employees | 178 | |||
| Beta | -0.23 | |||
| Market Capitalization | 47.24 M | |||
| Total Asset | 939.68 M | |||
| Retained Earnings | 11.89 M | |||
| Z Score | 0.6 | |||
| Net Asset | 939.68 M |
About Uwharrie Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Uwharrie Capital Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Uwharrie Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Uwharrie Capital Corp based on its fundamental data. In general, a quantitative approach, as applied to this otc stock, 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.Uwharrie Capital Corp operates as the bank holding company for Uwharrie Bank that provides retail and commercial banking services to individuals and small to medium-sized businesses in North Carolina. The company was incorporated in 1993 and is based in Albemarle, North Carolina. Uwharrie Capital operates under BanksRegional classification in the United States and is traded on OTC Exchange. It employs 178 people.
Pair Trading with Uwharrie Capital
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 Uwharrie Capital 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 Uwharrie Capital will appreciate offsetting losses from the drop in the long position's value.Moving against Uwharrie OTC Stock
| 0.85 | KO | Coca Cola Aggressive Push | PairCorr |
| 0.8 | QLGN | Qualigen Therapeutics Trending | PairCorr |
| 0.8 | JNJ | Johnson Johnson Sell-off Trend | PairCorr |
| 0.63 | PG | Procter Gamble | PairCorr |
| 0.59 | SGD | Safe and Green | PairCorr |
The ability to find closely correlated positions to Uwharrie Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Uwharrie Capital 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 Uwharrie Capital - 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 Uwharrie Capital Corp to buy it.
The correlation of Uwharrie Capital 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 Uwharrie Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Uwharrie Capital Corp 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 Uwharrie Capital 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.Additional Tools for Uwharrie OTC Stock Analysis
When running Uwharrie Capital's price analysis, check to measure Uwharrie Capital'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 Uwharrie Capital is operating at the current time. Most of Uwharrie Capital's value examination focuses on studying past and present price action to predict the probability of Uwharrie Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Uwharrie Capital's price. Additionally, you may evaluate how the addition of Uwharrie Capital to your portfolios can decrease your overall portfolio volatility.