Compare Roic 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 Roic Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NJR | 0.0797 | 0.0611 | 0.0647 | 0.0729 | 0.0889 | 0.0582 | 0.0543 | 0.0902 | 0.0648 | 0.0453 | 0.0583 | 0.0658 | 0.0668 | 0.0768 | 0.0805 |
| NWN | 0.0691 | 0.0561 | 0.0507 | 0.0503 | 0.0503 | 0.0453 | 0.0507 | 0.0587 | 0.0566 | 0.0634 | 0.0531 | 0.0511 | 0.0452 | 0.0466 | 0.0666 |
| NWE | 0.0783 | 0.0772 | 0.0708 | 0.0638 | 0.0571 | 0.0616 | 0.0684 | 0.0617 | 0.0727 | 0.0719 | 0.0565 | 0.0554 | 0.0499 | 0.0519 | 0.0905 |
| CPK | 0.0891 | 0.0826 | 0.0793 | 0.073 | 0.0673 | 0.0682 | 0.0639 | 0.073 | 0.0605 | 0.061 | 0.0606 | 0.0621 | 0.0635 | 0.0433 | 0.0789 |
| SR | 0.0794 | 0.0774 | 0.0356 | 0.033 | 0.0498 | 0.0448 | 0.0476 | 0.0653 | 0.0471 | 0.0551 | 0.0568 | 0.0454 | 0.0468 | 0.0937 | 0.0726 |
NewJersey Resources, Northwest Natural Gas, and NorthWestern Roic description
Return on Invested Capital, a profitability ratio that measures the return that an investment generates for those who have provided capital, such as debt holders and equity holders.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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Other Complementary Tools
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |