Steward Small-mid Ten Year Return vs. Price To Book
Based on the measurements of profitability obtained from Steward Small-mid's financial statements, Steward Small Mid Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Steward Small-mid's ability to earn profits and add value for shareholders.
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Please note, there is a significant difference between Steward Small-mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Steward Small-mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Steward Small-mid'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.
For Steward Small-mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Steward Small-mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Steward Small Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Steward Small-mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Steward Small Mid Cap over time as well as its relative position and ranking within its peers.
Steward |
Steward Small Mid Price To Book vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Steward Small-mid's current stock value. Our valuation model uses many indicators to compare Steward Small-mid value to that of its competitors to determine the firm's financial worth. Steward Small Mid Cap is rated top fund in ten year return among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Ten Year Return. The ratio of Ten Year Return to Price To Book for Steward Small Mid Cap is roughly 4.86 . 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 Steward Small-mid's earnings, one of the primary drivers of an investment's value.Steward Price To Book vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Steward Small-mid |
| = | 8.56 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Steward Small-mid |
| = | 1.76 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Steward Price To Book Comparison
Steward Small is currently under evaluation in price to book among similar funds.
Steward Small-mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Steward Small-mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Steward Small-mid will eventually generate negative long term returns. The profitability progress is the general direction of Steward Small-mid's change in net profit over the period of time. It can combine multiple indicators of Steward Small-mid, 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.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. Steward Small-Mid is traded on NASDAQ Exchange in the United States.
Steward Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Steward Small-mid. 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 Steward Small-mid 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 Steward Small-mid's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Steward Small-mid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Steward Small-mid position
In addition to having Steward Small-mid 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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Construction Materials
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction Materials theme has 61 constituents at this time.
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Other Information on Investing in Steward Mutual Fund
To fully project Steward Small-mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Steward Small Mid 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 Steward Small-mid's income statement, its balance sheet, and the statement of cash flows.
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