URU Metals Shares Owned By Institutions vs. Beta
| URU Stock | 160.00 15.00 8.57% |
For URU Metals profitability analysis, we use financial ratios and fundamental drivers that measure the ability of URU Metals to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well URU Metals utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between URU Metals's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of URU Metals over time as well as its relative position and ranking within its peers.
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URU Metals Beta vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining URU Metals's current stock value. Our valuation model uses many indicators to compare URU Metals value to that of its competitors to determine the firm's financial worth. URU Metals is rated first in shares owned by institutions category among its peers. It is rated first in beta category among its peers totaling about 0.01 of Beta per Shares Owned By Institutions. The ratio of Shares Owned By Institutions to Beta for URU Metals is roughly 83.27 . 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 URU Metals' earnings, one of the primary drivers of an investment's value.URU Beta vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
URU Metals |
| = | 8.16 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
URU Metals |
| = | 0.098 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
URU Beta Comparison
URU Metals is currently under evaluation in beta category among its peers.
Beta Analysis
As returns on the market increase, URU Metals' returns are expected to increase less than the market. However, during the bear market, the loss of holding URU Metals is expected to be smaller as well.
URU Metals Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in URU Metals, profitability is also one of the essential criteria for including it into their portfolios because, without profit, URU Metals will eventually generate negative long term returns. The profitability progress is the general direction of URU Metals' change in net profit over the period of time. It can combine multiple indicators of URU Metals, 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 | 1.4 M | 1.5 M | |
| Operating Income | -750 K | -712.5 K | |
| Income Before Tax | -5.9 M | -5.6 M | |
| Total Other Income Expense Net | -5.2 M | -4.9 M | |
| Net Loss | -5.9 M | -5.6 M | |
| Income Tax Expense | -163.8 K | -155.6 K | |
| Net Loss | -908.1 K | -862.7 K | |
| Net Loss | -5.9 M | -5.6 M | |
| Net Interest Income | (1,000.00) | (1,050) | |
| Interest Income | 22.5 K | 20 K | |
| Change To Netincome | -63.2 K | -60.1 K |
URU Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on URU Metals. 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 URU Metals 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 URU Metals' important profitability drivers and their relationship over time.
Use URU Metals 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 URU Metals 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 URU Metals will appreciate offsetting losses from the drop in the long position's value.URU Metals Pair Trading
URU Metals Pair Trading Analysis
The ability to find closely correlated positions to URU Metals could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace URU Metals 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 URU Metals - 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 URU Metals to buy it.
The correlation of URU Metals 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 URU Metals moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if URU Metals 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 URU Metals 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 URU Metals position
In addition to having URU Metals 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 Consumer Goods Thematic Idea Now
Consumer Goods
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Consumer Goods theme has 61 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 Consumer Goods Theme or any other thematic opportunities.
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Other Information on Investing in URU Stock
To fully project URU Metals' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of URU Metals 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 URU Metals' income statement, its balance sheet, and the statement of cash flows.