Compare Income Quality 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 Income Quality Analysis
Select Fundamental
2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIS | 1.9593 | 2.435 | 2.1756 | 2.0481 | 1.6479 | 1.7469 | 3.2627 | 1.3454 | 2.2622 | 7.9538 | 27.0854 | 11.3443 | (0.2358) | 8.6874 | 9.12 |
IBM | 1.9617 | 1.2517 | 1.1807 | 1.0606 | 1.4083 | 1.2879 | 1.3913 | 2.907 | 1.7469 | 1.5661 | 3.2553 | 2.2281 | 6.3667 | 1.857 | 1.09 |
KD | (0.5684) | (0.5684) | (0.5684) | (0.5684) | (0.5684) | (0.5684) | (0.5684) | (0.5684) | (0.6878) | (1.2025) | (0.3123) | 0.0516 | (0.5684) | (1.3353) | 0.0516 |
DXC | 1.055 | (0.2783) | 1.143 | 2.2609 | 205 | 3.1328 | (9.78) | 1.7424 | 1.4128 | (0.4386) | (0.8493) | 2.0394 | (2.5) | 14.956 | 15.7 |
ASGN | 0.6111 | 0.9639 | 0.9541 | 1.3078 | 1.2441 | 1.2032 | 2.019 | 1.2459 | 1.8227 | 1.7928 | 2.1208 | 0.4726 | 1.1481 | 2.0834 | 2.19 |
CACI | 3.4865 | 1.5854 | 1.6331 | 1.4615 | 1.7674 | 1.6987 | 1.7184 | 1.0795 | 2.0907 | 1.6135 | 1.2946 | 2.0326 | 1.0086 | 1.1843 | 1.68 |
FORTY | 1.3045 | 0.4092 | 1.5388 | 0.6403 | 0.1761 | 0.5884 | 1.3361 | 2.0533 | 1.0672 | 2.0766 | 2.5166 | 1.4692 | 1.1977 | 1.7798 | 2.87 |
Fidelity National, International Business, and Kyndryl Holdings Income Quality description
An assessment of the sustainability of a company's earnings over time, considering factors like revenue source diversification and cost structure.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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Other Complementary Tools
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
FinTech Suite Use AI to screen and filter profitable investment opportunities |