Caldwell Partners Profitability Analysis
| CWL Stock | CAD 1.05 0.06 5.41% |
Net Loss | First Reported 1996-11-30 | Previous Quarter -865 K | Current Value 1.7 M | Quarterly Volatility 1.3 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.26 | 0.203 |
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For Caldwell Partners profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Caldwell Partners to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Caldwell Partners International utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Caldwell Partners's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Caldwell Partners International over time as well as its relative position and ranking within its peers.
Caldwell |
Caldwell Partners Return On Asset vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Caldwell Partners's current stock value. Our valuation model uses many indicators to compare Caldwell Partners value to that of its competitors to determine the firm's financial worth. Caldwell Partners International is number one stock in return on equity category among its peers. It also is number one stock in return on asset category among its peers . At this time, Caldwell Partners' Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value Caldwell Partners by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Caldwell Partners' Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Caldwell Return On Asset vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Caldwell Partners |
| = | -0.0576 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Caldwell Partners |
| = | 0.0019 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Caldwell Return On Asset Comparison
Caldwell Partners is currently under evaluation in return on asset category among its peers.
Caldwell Partners Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Caldwell Partners, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Caldwell Partners will eventually generate negative long term returns. The profitability progress is the general direction of Caldwell Partners' change in net profit over the period of time. It can combine multiple indicators of Caldwell Partners, 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.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | 2.1 M | 2.2 M | |
| Operating Income | -13 M | -12.4 M | |
| Income Before Tax | -12.5 M | -11.9 M | |
| Total Other Income Expense Net | 477.9 K | 501.8 K | |
| Net Loss | -10.2 M | -9.7 M | |
| Income Tax Expense | -2.4 M | -2.3 M | |
| Net Income From Continuing Ops | 9.4 M | 9.9 M | |
| Net Income Applicable To Common Shares | 9.4 M | 9.9 M | |
| Interest Income | 71.3 K | 67.7 K | |
| Net Interest Income | -261 K | -274.1 K | |
| Change To Netincome | 733.7 K | 465.3 K | |
| Net Loss | (0.50) | (0.47) | |
| Income Quality | 0.29 | 0.28 | |
| Net Income Per E B T | 0.67 | 0.62 |
Caldwell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Caldwell Partners. 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 Caldwell Partners 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 Caldwell Partners' important profitability drivers and their relationship over time.
Use Caldwell Partners 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 Caldwell Partners 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 Caldwell Partners will appreciate offsetting losses from the drop in the long position's value.Caldwell Partners Pair Trading
Caldwell Partners International Pair Trading Analysis
The ability to find closely correlated positions to Caldwell Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caldwell Partners 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 Caldwell Partners - 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 Caldwell Partners International to buy it.
The correlation of Caldwell Partners 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 Caldwell Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Caldwell Partners 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 Caldwell Partners 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.Use Investing Themes to Complement your Caldwell Partners position
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Other Information on Investing in Caldwell Stock
To fully project Caldwell Partners' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Caldwell Partners 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 Caldwell Partners' income statement, its balance sheet, and the statement of cash flows.