Peninsula Net Income vs. Total Debt
| PEN Stock | 203.80 0.60 0.29% |
For Peninsula profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Peninsula to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Peninsula Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Peninsula's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Peninsula Group over time as well as its relative position and ranking within its peers.
Peninsula |
Peninsula Group Total Debt vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Peninsula's current stock value. Our valuation model uses many indicators to compare Peninsula value to that of its competitors to determine the firm's financial worth. Peninsula Group is regarded fifth in net income category among its peers. It is regarded third in total debt category among its peers making up about 9.05 of Total Debt per Net Income. Comparative valuation analysis is a catch-all model that can be used if you cannot value Peninsula by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Peninsula's 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.Peninsula Total Debt 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.
Peninsula |
| = | 68.65 M |
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.
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Peninsula |
| = | 621.16 M |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Peninsula Total Debt vs Competition
Peninsula Group is regarded third in total debt category among its peers. Total debt of Financials industry is at this time estimated at about 31.51 Billion. Peninsula claims roughly 621.16 Million in total debt contributing just under 2% to equities under Financials industry.
Peninsula Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Peninsula, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Peninsula will eventually generate negative long term returns. The profitability progress is the general direction of Peninsula's change in net profit over the period of time. It can combine multiple indicators of Peninsula, 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.
Peninsula Group Ltd. provides credit to small and medium-sized businesses in Israel. The company was founded in 2004 and is based in Tel Aviv, Israel. PENINSULA GROUP is traded on Tel Aviv Stock Exchange in Israel.
Peninsula Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Peninsula. 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 Peninsula 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 Peninsula's important profitability drivers and their relationship over time.
Use Peninsula 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 Peninsula 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 Peninsula will appreciate offsetting losses from the drop in the long position's value.Peninsula Pair Trading
Peninsula Group Pair Trading Analysis
The ability to find closely correlated positions to Peninsula could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Peninsula 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 Peninsula - 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 Peninsula Group to buy it.
The correlation of Peninsula 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 Peninsula moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Peninsula 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 Peninsula 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 Peninsula position
In addition to having Peninsula 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?
Run Market Neutral Funds Thematic Idea Now
Market Neutral Funds
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 37 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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Other Information on Investing in Peninsula Stock
To fully project Peninsula's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Peninsula Group 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 Peninsula's income statement, its balance sheet, and the statement of cash flows.