Davis Financial Year To Date Return vs. Price To Earning
| RPFGX Fund | USD 68.34 0.45 0.65% |
For Davis Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Davis Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Davis Financial Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Davis Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Davis Financial Fund over time as well as its relative position and ranking within its peers.
Davis |
Davis Financial Price To Earning vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Davis Financial's current stock value. Our valuation model uses many indicators to compare Davis Financial value to that of its competitors to determine the firm's financial worth. Davis Financial Fund is rated second largest fund in year to date return among similar funds. It is rated top fund in price to earning among similar funds reporting about 0.43 of Price To Earning per Year To Date Return. The ratio of Year To Date Return to Price To Earning for Davis Financial Fund is roughly 2.33 . 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 Davis Financial's earnings, one of the primary drivers of an investment's value.Davis Price To Earning vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Davis Financial |
| = | 36.06 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Davis Financial |
| = | 15.47 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Davis Price To Earning Comparison
Davis Financial is currently under evaluation in price to earning among similar funds.
Davis Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Davis Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Davis Financial will eventually generate negative long term returns. The profitability progress is the general direction of Davis Financial's change in net profit over the period of time. It can combine multiple indicators of Davis Financial, 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.
The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the financial services sector. It invests principally in common stocks . A company is principally engaged in financial services if it owns financial services-related assets that constitute at least 50 percent of the value of all of its assets, or if it derives at least 50 percent of its revenues from providing financial services.
Davis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Davis Financial. 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 Davis Financial 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 Davis Financial's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Davis Financial position
In addition to having Davis Financial 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 29 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 Emerging Markets ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Davis Mutual Fund
To fully project Davis Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Davis Financial 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 Davis Financial's income statement, its balance sheet, and the statement of cash flows.
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