RBC Bearings Shares Owned By Institutions vs. Cash And Equivalents

B1X Stock  EUR 318.00  2.00  0.63%   
Based on RBC Bearings' profitability indicators, RBC Bearings Incorporated may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess RBC Bearings' ability to earn profits and add value for shareholders.
For RBC Bearings profitability analysis, we use financial ratios and fundamental drivers that measure the ability of RBC Bearings to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well RBC Bearings Incorporated utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between RBC Bearings's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of RBC Bearings Incorporated over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between RBC Bearings' value and its price as these two are different measures arrived at by different means. Investors typically determine if RBC Bearings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, RBC Bearings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

RBC Bearings Cash And Equivalents vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining RBC Bearings's current stock value. Our valuation model uses many indicators to compare RBC Bearings value to that of its competitors to determine the firm's financial worth.
RBC Bearings Incorporated is rated second in shares owned by institutions category among its peers. It is rated below average in cash and equivalents category among its peers creating about  333,130  of Cash And Equivalents per Shares Owned By Institutions. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the RBC Bearings' earnings, one of the primary drivers of an investment's value.

RBC Cash And Equivalents vs. Shares Owned By Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

RBC Bearings

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
98.19 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Cash or Cash Equivalents are the most liquid of all assets found on the company's balance sheet. It is used in calculating many of the firm's liquidity ratios and is a good indicator of the overall financial health of a company. Companies with a lot of cash are usually attractive takeover targets. Cash Equivalents are balance sheet items that are typically reported using currency printed on notes.

RBC Bearings

Cash

 = 

Bank Deposits

+

Liquidities

 = 
32.71 M
Cash equivalents represent current assets that are easily convertible to cash such as short term bonds, savings account, money market funds, or certificate of deposits (CDs). One of the important consideration companies make when classifying assets as cash equivalent is that investments they report on their balance sheets under current assets should have almost no risk of change in value over the next few months (usually three months).

RBC Cash And Equivalents Comparison

RBC Bearings is rated below average in cash and equivalents category among its peers.

RBC Bearings Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in RBC Bearings, profitability is also one of the essential criteria for including it into their portfolios because, without profit, RBC Bearings will eventually generate negative long term returns. The profitability progress is the general direction of RBC Bearings' change in net profit over the period of time. It can combine multiple indicators of RBC Bearings, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
RBC Bearings Incorporated manufactures and markets engineered precision bearings and components in North America, Europe, Asia, and Latin America. RBC Bearings Incorporated was founded in 1919 and is headquartered in Oxford, Connecticut. RBC BEARINGS operates under Tools Accessories classification in Germany and is traded on Frankfurt Stock Exchange. It employs 3764 people.

RBC Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on RBC Bearings. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of RBC Bearings position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the RBC Bearings' important profitability drivers and their relationship over time.

Use RBC Bearings in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if RBC Bearings position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in RBC Bearings will appreciate offsetting losses from the drop in the long position's value.

RBC Bearings Pair Trading

RBC Bearings Incorporated Pair Trading Analysis

The ability to find closely correlated positions to RBC Bearings could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace RBC Bearings when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back RBC Bearings - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling RBC Bearings Incorporated to buy it.
The correlation of RBC Bearings is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as RBC Bearings moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if RBC Bearings moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for RBC Bearings can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your RBC Bearings position

In addition to having RBC Bearings in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Market Neutral Funds Thematic Idea Now

Market Neutral Funds
Market Neutral Funds Theme
Funds or Etfs that invest in both long and short positions of different entities to enhance returns from broad market movements over time. The Market Neutral Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Market Neutral Funds Theme or any other thematic opportunities.
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Additional Information and Resources on Investing in RBC Stock

When determining whether RBC Bearings offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of RBC Bearings' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Rbc Bearings Incorporated Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Rbc Bearings Incorporated Stock:
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You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
To fully project RBC Bearings' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of RBC Bearings at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include RBC Bearings' income statement, its balance sheet, and the statement of cash flows.
Potential RBC Bearings investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although RBC Bearings investors may work on each financial statement separately, they are all related. The changes in RBC Bearings's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on RBC Bearings's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.