Values as of: 2024-03-27
ETF | Others |
Last Closing
USD 23.525Change
+0.11 (+0.47)%Market Cap
USD 3.65BVolume
3.40KAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| QQQM | Invesco NASDAQ 100 ETF |
+2.70 (+1.55%) |
USD 22.00B |
| ACWI | iShares MSCI ACWI ETF |
+0.99 (+0.93%) |
USD 19.51B |
| IBIT | iShares Bitcoin Trust |
-0.54 (-1.47%) |
USD 17.74B |
| CGABL | The Carlyle Group Inc. 4.625% .. |
-0.06 (-0.32%) |
USD 16.14B |
| JEPQ | JPMorgan Nasdaq Equity Premium.. |
+0.72 (+1.39%) |
USD 11.73B |
| TBIL | Rbb Fund Inc - Us Treasury 3 M.. |
+0.01 (+0.02%) |
USD 3.07B |
| IBTE | iShares iBonds Dec 2024 Term T.. |
N/A |
USD 2.86B |
| IBTF | iShares iBonds Dec 2025 Term T.. |
N/A |
USD 2.25B |
| USCL | iShares Climate Conscious & Tr.. |
+0.77 (+1.28%) |
USD 2.01B |
| RILYT | B. Riley Financial Inc. 6.00% .. |
+0.35 (+1.92%) |
USD 1.95B |
N/A
| Market Performance vs. Industry/Classification (Others) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 2.42% | 52% | F | 58% | F | ||
| Dividend Return | 0.83% | 60% | D- | 55% | F | ||
| Total Return | 3.24% | 53% | F | 59% | D- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 10.50% | 61% | D- | 66% | D+ | ||
| Dividend Return | 3.97% | 68% | D+ | 61% | D- | ||
| Total Return | 14.47% | 61% | D- | 67% | D+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -0.09% | 45% | F | 41% | F | ||
| Dividend Return | 0.28% | 41% | F | 30% | F | ||
| Total Return | 0.37% | 27% | F | 10% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 5.69% | 72% | C | 91% | A- | ||
| Risk Adjusted Return | 4.86% | 39% | F | 32% | F | ||
| Market Capitalization | 3.65B | 97% | N/A | 87% | B+ | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total free cash flow in the most recent four quarters.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.
The company has under performed its peers on annual average total returns in the past 5 years.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
