Compare Price Fair Value 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 Price Fair Value Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BFS | 23.5043 | 2.678 | 3.1409 | 3.513 | 4.0609 | 3.571 | 4.4974 | 4.0442 | 2.9696 | 3.2386 | 2.0309 | 3.0964 | 2.4342 | 3.7732 | 3.96 |
| UE | 5.7064 | 5.7064 | 5.7064 | 6.5145 | 8.5995 | 5.3148 | 5.9384 | 3.0686 | 2.0917 | 2.3732 | 1.6009 | 2.234 | 1.6926 | 1.8688 | 1.78 |
| KRG | (417) | 0.7002 | 0.7903 | 0.8208 | 0.8832 | 1.2533 | 1.192 | 1.0465 | 0.8294 | 1.2716 | 1.0228 | 0.6144 | 1.2243 | 1.4053 | 1.34 |
| ROIC | 0.9023 | 1.1164 | 1.4425 | 1.4723 | 1.5326 | 1.6482 | 1.8507 | 1.8128 | 1.6647 | 1.7097 | 1.303 | 1.835 | 1.4309 | 1.3623 | 1.18 |
| IVT | 0.7876 | 1.1287 | 1.2154 | 1.2659 | 0.8796 | 1.0469 | 0.9031 | 0.6088 | 0.6369 | 0.5005 | 0.5382 | 1.2328 | 0.9948 | 1.1012 | 0.69 |
| NTST | 5.212 | 5.212 | 5.212 | 5.212 | 5.212 | 5.212 | 5.212 | 5.212 | 5.212 | 2.6213 | 0.6833 | 1.0874 | 0.8654 | 0.9021 | 0.86 |
Saul Centers, Urban Edge Properties, and RPT Realty Price Fair Value 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 Bonds Directory module to find actively traded corporate debentures issued by US companies.
Other Complementary Tools
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |