WELL Health Shares Owned By Institutions vs. Operating Margin

WELL Stock  CAD 6.77  0.32  4.96%   
Considering the key profitability indicators obtained from WELL Health's historical financial statements, WELL Health Technologies is performing exceptionally good at this time. It has a great probability to showcase excellent profitability results in January. Profitability indicators assess WELL Health's ability to earn profits and add value for shareholders. As of the 11th of December 2024, Operating Cash Flow Sales Ratio is likely to grow to 0.09, while Price To Sales Ratio is likely to drop 1.11. At this time, WELL Health's Net Income Applicable To Common Shares is very stable compared to the past year. As of the 11th of December 2024, Change To Netincome is likely to grow to about 45.7 M, though Total Other Income Expense Net is likely to grow to (20.2 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.480.4797
Slightly Up
Slightly volatile
For WELL Health profitability analysis, we use financial ratios and fundamental drivers that measure the ability of WELL Health to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well WELL Health Technologies utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between WELL Health's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of WELL Health Technologies over time as well as its relative position and ranking within its peers.
  
Check out Your Current Watchlist.
Please note, there is a significant difference between WELL Health's value and its price as these two are different measures arrived at by different means. Investors typically determine if WELL Health is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WELL Health'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.

WELL Health Technologies Operating Margin vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining WELL Health's current stock value. Our valuation model uses many indicators to compare WELL Health value to that of its competitors to determine the firm's financial worth.
WELL Health Technologies is rated first in shares owned by institutions category among its peers. It is rated first in operating margin category among its peers reporting about  0.01  of Operating Margin per Shares Owned By Institutions. The ratio of Shares Owned By Institutions to Operating Margin for WELL Health Technologies is roughly  86.48 . At this time, WELL Health's Operating Profit Margin is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value WELL Health by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for WELL Health'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.

WELL Operating Margin 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.

WELL Health

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
6.14 %
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.
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.

WELL Health

Operating Margin

 = 

Operating Income

Revenue

X

100

 = 
0.07 %
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.

WELL Operating Margin Comparison

WELL Health is currently under evaluation in operating margin category among its peers.

WELL Health Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in WELL Health, profitability is also one of the essential criteria for including it into their portfolios because, without profit, WELL Health will eventually generate negative long term returns. The profitability progress is the general direction of WELL Health's change in net profit over the period of time. It can combine multiple indicators of WELL Health, 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 ReportedProjected for Next Year
Accumulated Other Comprehensive Income25.7 M26.9 M
Operating Income41.1 M43.2 M
Income Before Tax19.9 M20.9 M
Total Other Income Expense Net-21.2 M-20.2 M
Net Income82 K86.1 K
Income Tax Expense2.9 MM
Net Interest Income-31.6 M-30 M
Interest Income763 K675.9 K
Net Income From Continuing Ops16.6 M17.5 M
Net Income Applicable To Common Shares1.2 M1.3 M
Change To Netincome43.5 M45.7 M
Income Quality 810.21  850.72 

WELL Profitability Driver Comparison

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

Use WELL Health 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 WELL Health 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 WELL Health will appreciate offsetting losses from the drop in the long position's value.

WELL Health Pair Trading

WELL Health Technologies Pair Trading Analysis

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

In addition to having WELL Health 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 Utilities ETFs Thematic Idea Now

Utilities ETFs
Utilities ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Utilities ETFs theme has 13 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 Utilities ETFs Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in WELL Stock

To fully project WELL Health's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of WELL Health Technologies 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 WELL Health's income statement, its balance sheet, and the statement of cash flows.
Potential WELL Health investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although WELL Health investors may work on each financial statement separately, they are all related. The changes in WELL Health's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on WELL Health'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.