Macquarie Net Income vs. Current Valuation
| MQG Stock | 231.11 1.49 0.64% |
Net Income | First Reported 1996-12-31 | Previous Quarter 2.1 B | Current Value 1.6 B | Quarterly Volatility 611.1 M |
For Macquarie profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Macquarie to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Macquarie Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Macquarie's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Macquarie Group over time as well as its relative position and ranking within its peers.
Macquarie |
Macquarie Group Current Valuation vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Macquarie's current stock value. Our valuation model uses many indicators to compare Macquarie value to that of its competitors to determine the firm's financial worth. Macquarie Group is considered to be number one stock in net income category among its peers. It also is rated top company in current valuation category among its peers reporting about 34.31 of Current Valuation per Net Income. At this time, Macquarie's Net Income is comparatively stable compared to the past year. 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 Macquarie's earnings, one of the primary drivers of an investment's value.Macquarie Current Valuation vs. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Macquarie |
| = | 3.38 B |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Macquarie |
| = | 116.13 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Macquarie Current Valuation vs Competition
Macquarie Group is rated top company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is now estimated at about 158.9 Billion. Macquarie totals roughly 116.13 Billion in current valuation claiming about 73% of equities under Financials industry.
Macquarie Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Macquarie, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Macquarie will eventually generate negative long term returns. The profitability progress is the general direction of Macquarie's change in net profit over the period of time. It can combine multiple indicators of Macquarie, 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 | 3.9 B | 4.1 B | |
| Operating Income | 7.5 B | 7.9 B | |
| Total Other Income Expense Net | -2.7 B | -2.6 B | |
| Income Before Tax | 4.8 B | 5.1 B | |
| Net Income | 3.4 B | 3.6 B | |
| Income Tax Expense | 1.3 B | 833 M | |
| Net Income Applicable To Common Shares | 5.8 B | 6.1 B | |
| Net Income From Continuing Ops | 3.5 B | 3.2 B | |
| Net Interest Income | 3.5 B | 2.6 B | |
| Interest Income | 16.5 B | 17.3 B | |
| Change To Netincome | -1.9 B | -1.8 B |
Macquarie Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Macquarie. 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 Macquarie 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 Macquarie's important profitability drivers and their relationship over time.
Use Macquarie 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 Macquarie 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 Macquarie will appreciate offsetting losses from the drop in the long position's value.Macquarie Pair Trading
Macquarie Group Pair Trading Analysis
The ability to find closely correlated positions to Macquarie could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Macquarie 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 Macquarie - 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 Macquarie Group to buy it.
The correlation of Macquarie 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 Macquarie moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Macquarie Group 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 Macquarie 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 Macquarie position
In addition to having Macquarie 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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Small Cap ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Small Cap ETFs theme has 167 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 Small Cap ETFs Theme or any other thematic opportunities.
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Additional Tools for Macquarie Stock Analysis
When running Macquarie's price analysis, check to measure Macquarie'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 Macquarie is operating at the current time. Most of Macquarie's value examination focuses on studying past and present price action to predict the probability of Macquarie's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Macquarie's price. Additionally, you may evaluate how the addition of Macquarie to your portfolios can decrease your overall portfolio volatility.