Compare Enterprise Value Multiple Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Enterprise Value Multiple Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIE | 9.2913 | 11.1758 | 3.58 | 2.1543 | 5.0091 | 18.0954 | 17.8508 | 19.6563 | 20.3883 | (35.1836) | 33.63 | 27.9233 | 26.8802 | 27.1788 | 28.54 |
| HUIZ | (31.5695) | (31.5695) | (31.5695) | (31.5695) | (31.5695) | (31.5695) | (31.5695) | (31.5695) | 98.7558 | 6.3 K | (136) | (5.5427) | (22.5502) | 3.8224 | 3.63 |
| CRD-B | 15.589 | 3.4232 | 3.1397 | 4.0307 | 5.4224 | 4.4612 | 5.3312 | 4.936 | 4.9365 | 8.1737 | 5.925 | 8.5536 | 6.5198 | 8.0735 | 7.9 |
| EHTH | (4.2831) | 10.448 | 23.208 | 93.0808 | (390) | 24.286 | 18.976 | (81.5629) | 36.3273 | 20.1761 | 27.7733 | (6.1073) | (2.2377) | (25.3041) | (24.04) |
| BRO | 4.6267 | 9.4139 | 9.5147 | 10.3594 | 10.298 | 9.3512 | 11.5981 | 12.8053 | 14.0213 | 17.0269 | 17.8886 | 20.5016 | 16.6398 | 15.7002 | 11.37 |
| AJG | 10.4766 | 11.5435 | 10.8959 | 14.225 | 14.2624 | 11.1197 | 13.0756 | 15.4334 | 15.8957 | 16.8248 | 17.7949 | 19.9021 | 19.4606 | 21.7845 | 22.87 |
Erie Indemnity, Huize Holding, and Crawford Enterprise Value Multiple description
Generate Optimal Portfolios
The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
Other Complementary Tools
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |