Income Financial Trust Stock Performance
| INC-UN Stock | CAD 8.80 0.08 0.90% |
Income Financial has a performance score of 6 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.27, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Income Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Financial is expected to be smaller as well. Income Financial Trust right now retains a risk of 1.18%. Please check out Income Financial treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if Income Financial will be following its current trending patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Income Financial Trust are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong fundamental indicators, Income Financial is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0888 | Payout Ratio | Forward Dividend Rate 0.78 | Dividend Date 2025-01-10 | Ex Dividend Date 2024-12-31 |
1 | XAI Octagon Floating Rate Alternative Income Trust Declares its Monthly Common Shares Distribution of 0.085 per Share - Business Wire | 11/01/2024 |
2 | Best Income Stocks to Buy for December 17th - Yahoo Finance | 12/17/2024 |
| Begin Period Cash Flow | 3.3 M |
Income |
Income Financial Relative Risk vs. Return Landscape
If you would invest 836.00 in Income Financial Trust on October 23, 2024 and sell it today you would earn a total of 44.00 from holding Income Financial Trust or generate 5.26% return on investment over 90 days. Income Financial Trust is generating 0.091% of daily returns and assumes 1.1848% volatility on return distribution over the 90 days horizon. Simply put, 10% of stocks are less volatile than Income, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Income Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Income Financial Trust, and traders can use it to determine the average amount a Income Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0768
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| Cash | INC-UN | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.18 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Income Financial is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Income Financial by adding it to a well-diversified portfolio.
Income Financial Fundamentals Growth
Income Stock prices reflect investors' perceptions of the future prospects and financial health of Income Financial, and Income Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Income Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.12 | ||||
| Profit Margin | 0.92 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 28.86 M | ||||
| Shares Outstanding | 3.35 M | ||||
| Price To Earning | 14.40 X | ||||
| Price To Book | 1.20 X | ||||
| Price To Sales | 5.78 X | ||||
| Revenue | 1.61 M | ||||
| Gross Profit | 5.11 M | ||||
| EBITDA | 1.15 M | ||||
| Net Income | 1.12 M | ||||
| Cash And Equivalents | 765.49 K | ||||
| Cash Per Share | 0.33 X | ||||
| Total Debt | 368.71 K | ||||
| Current Ratio | 3.03 X | ||||
| Book Value Per Share | 7.32 X | ||||
| Cash Flow From Operations | 430.48 K | ||||
| Earnings Per Share | 1.41 X | ||||
| Market Capitalization | 29.52 M | ||||
| Total Asset | 23.71 M | ||||
About Income Financial Performance
By analyzing Income Financial's fundamental ratios, stakeholders can gain valuable insights into Income Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Income Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Income Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 36 K | 37.9 K | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.03 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.04 | 0.05 |
Things to note about Income Financial Trust performance evaluation
Checking the ongoing alerts about Income Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Income Financial Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Income Financial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Income Financial's stock performance include:- Analyzing Income Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Income Financial's stock is overvalued or undervalued compared to its peers.
- Examining Income Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Income Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Income Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Income Financial's stock. These opinions can provide insight into Income Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Income Stock analysis
When running Income Financial's price analysis, check to measure Income Financial'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 Income Financial is operating at the current time. Most of Income Financial's value examination focuses on studying past and present price action to predict the probability of Income Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Income Financial's price. Additionally, you may evaluate how the addition of Income Financial to your portfolios can decrease your overall portfolio volatility.
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