Guggenheim Active Profitability Analysis
| GUG Stock | USD 15.72 0.15 0.96% |
Net Income | First Reported 2010-12-31 | Previous Quarter 69.2 M | Current Value 72.7 M | Quarterly Volatility 27.5 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Net Profit Margin | 1.18 | 0.9867 |
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| Operating Profit Margin | 1.18 | 0.9867 |
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| Pretax Profit Margin | 1.18 | 0.9867 |
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For Guggenheim Active profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Guggenheim Active to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Guggenheim Active Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Guggenheim Active's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Guggenheim Active Allocation over time as well as its relative position and ranking within its peers.
Guggenheim |
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Guggenheim Active. If investors know Guggenheim will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Guggenheim Active listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 2.11 |
The market value of Guggenheim Active is measured differently than its book value, which is the value of Guggenheim that is recorded on the company's balance sheet. Investors also form their own opinion of Guggenheim Active's value that differs from its market value or its book value, called intrinsic value, which is Guggenheim Active's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Guggenheim Active's market value can be influenced by many factors that don't directly affect Guggenheim Active's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Guggenheim Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if Guggenheim Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Active's 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.
Guggenheim Active Shares Owned By Institutions vs. Shares Outstanding Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Active's current stock value. Our valuation model uses many indicators to compare Guggenheim Active value to that of its competitors to determine the firm's financial worth. Guggenheim Active Allocation is rated below average in shares outstanding category among its peers. It is rated below average in shares owned by institutions category among its peers . The ratio of Shares Outstanding to Shares Owned By Institutions for Guggenheim Active Allocation is about 1,302,532 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Guggenheim Active by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Guggenheim Shares Owned By Institutions vs. Shares Outstanding
Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.
Guggenheim Active |
| = | 32.98 M |
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
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.
Guggenheim Active |
| = | 25.32 % |
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.
Guggenheim Shares Owned By Institutions Comparison
Guggenheim Active is currently under evaluation in shares owned by institutions category among its peers.
Guggenheim Active Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Guggenheim Active, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Guggenheim Active will eventually generate negative long term returns. The profitability progress is the general direction of Guggenheim Active's change in net profit over the period of time. It can combine multiple indicators of Guggenheim Active, 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 | ||
| Net Interest Income | 39.4 M | 39.5 M | |
| Interest Income | 48 M | 48.8 M | |
| Operating Income | 69.2 M | 72.7 M | |
| Net Income From Continuing Ops | 69.2 M | 72.7 M | |
| Income Before Tax | 69.2 M | 72.7 M | |
| Net Income | 69.2 M | 72.7 M | |
| Income Tax Expense | -205.6 K | -215.9 K | |
| Total Other Income Expense Net | 62.3 M | 55.4 M | |
| Net Loss | (0.19) | (0.20) | |
| Income Quality | 1.13 | 1.19 |
Guggenheim Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Guggenheim Active. 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 Guggenheim Active 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 Guggenheim Active's important profitability drivers and their relationship over time.
Guggenheim Active Profitability Trends
Guggenheim Active profitability trend refers to the progression of profit or loss within a business. An upward trend means that Guggenheim Active's profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is Guggenheim Active's gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.
Guggenheim Active Profitability Drivers Correlations
One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between Guggenheim Active different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards Guggenheim Active in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down Guggenheim Active's future profitability.
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Use Guggenheim Active 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 Guggenheim Active 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 Guggenheim Active will appreciate offsetting losses from the drop in the long position's value.Guggenheim Active Pair Trading
Guggenheim Active Allocation Pair Trading Analysis
The ability to find closely correlated positions to Guggenheim Active could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Guggenheim Active 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 Guggenheim Active - 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 Guggenheim Active Allocation to buy it.
The correlation of Guggenheim Active 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 Guggenheim Active moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Guggenheim Active 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 Guggenheim Active 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 Guggenheim Active position
In addition to having Guggenheim Active 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.Did You Try This Idea?
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Chemicals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Chemicals theme has 61 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 Chemicals Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
To fully project Guggenheim Active's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Guggenheim Active 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 Guggenheim Active's income statement, its balance sheet, and the statement of cash flows.