Unifin Financiera Operating Margin vs. Return On Asset

UNIFINA Stock  MXN 12.00  0.00  0.00%   
Based on the key profitability measurements obtained from Unifin Financiera's financial statements, Unifin Financiera S may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in December. Profitability indicators assess Unifin Financiera's ability to earn profits and add value for shareholders.
For Unifin Financiera profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Unifin Financiera to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Unifin Financiera S utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Unifin Financiera's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Unifin Financiera S over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Unifin Financiera's value and its price as these two are different measures arrived at by different means. Investors typically determine if Unifin Financiera is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unifin Financiera'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.

Unifin Financiera Return On Asset vs. Operating Margin Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Unifin Financiera's current stock value. Our valuation model uses many indicators to compare Unifin Financiera value to that of its competitors to determine the firm's financial worth.
Unifin Financiera S is rated first in operating margin category among its peers. It is rated first in return on asset category among its peers reporting about  0.04  of Return On Asset per Operating Margin. The ratio of Operating Margin to Return On Asset for Unifin Financiera S is roughly  28.41 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Unifin Financiera by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Unifin Financiera'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.

Unifin Return On Asset vs. Operating Margin

Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.

Unifin Financiera

Operating Margin

 = 

Operating Income

Revenue

X

100

 = 
0.50 %
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

Unifin Financiera

Return On Asset

 = 

Net Income

Total Assets

 = 
0.0175
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.

Unifin Return On Asset Comparison

Unifin Financiera is currently under evaluation in return on asset category among its peers.

Unifin Financiera Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Unifin Financiera, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Unifin Financiera will eventually generate negative long term returns. The profitability progress is the general direction of Unifin Financiera's change in net profit over the period of time. It can combine multiple indicators of Unifin Financiera, 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 company operates through three segments Leases, Factoring, and Others Loans. The company was incorporated in 1993 and is based in Mexico City, Mexico. UNIFIN FINANCIERA operates under Credit Services classification in Mexico and is traded on Mexico Stock Exchange. It employs 755 people.

Unifin Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Unifin Financiera. 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 Unifin Financiera 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 Unifin Financiera's important profitability drivers and their relationship over time.

Use Unifin Financiera 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 Unifin Financiera 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 Unifin Financiera will appreciate offsetting losses from the drop in the long position's value.

Unifin Financiera Pair Trading

Unifin Financiera S Pair Trading Analysis

The ability to find closely correlated positions to Unifin Financiera could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Unifin Financiera 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 Unifin Financiera - 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 Unifin Financiera S to buy it.
The correlation of Unifin Financiera 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 Unifin Financiera moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Unifin Financiera 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 Unifin Financiera 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Unifin Financiera position

In addition to having Unifin Financiera 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.

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Macroaxis Index
Macroaxis Index Theme
An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 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 Macroaxis Index Theme or any other thematic opportunities.
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Other Information on Investing in Unifin Stock

To fully project Unifin Financiera's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Unifin Financiera 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 Unifin Financiera's income statement, its balance sheet, and the statement of cash flows.
Potential Unifin Financiera investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Unifin Financiera investors may work on each financial statement separately, they are all related. The changes in Unifin Financiera's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Unifin Financiera's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.