Cap ISR Competition

Funds . Germany . 
Fund . Cap ISR Actions
0P0001338C  EUR 5.90  0.00  0.00%   
  
Hype
Prediction
LowEstimatedHigh
5.285.906.52
Details
Intrinsic
Valuation
LowRealHigh
5.075.696.31
Details

Cap ISR Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Cap ISR and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Cap and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Cap ISR Actions does not affect the price movement of the other competitor.
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High positive correlations   
0P0001338C
+ 0.96
0P00000PM8
VOW
+ 0.83
0P00000PM8
VOW
+ 0.83
0P0001338C
8SP
+ 0.79
0P00000PM8
8SP
+ 0.79
0P0001338C
VOW
+ 0.72
8SP
  
High negative correlations   
RS6
- 0.86
VOW
9K1
- 0.67
RRU
RS6
- 0.63
0P0001338C
RS6
- 0.61
0P00000PM8
INL
- 0.53
0P0000OQRJ
RS6
- 0.52
8SP

Risk-Adjusted Indicators

There is a big difference between Cap Fund performing well and Cap ISR Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Cap ISR's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
0P00000PM8  0.64 (0.08) 0.00 (3.77) 0.00 
 0.00 
 1.10 
(1.76)
 4.32 
0P0000OQRJ  0.50  0.00 (0.03) 0.05  0.70 
(0.53)
 1.14 
(1.43)
 3.13 
0P0001338C  0.51 (0.07) 0.00  1.35  0.00 
 0.00 
 0.67 
(1.13)
 3.02 
8SP  2.12 (0.22) 0.00 (0.23) 0.00 
 0.00 
 3.36 
(4.50)
 20.22 
INL  2.41 (0.04) 0.00  0.34  0.00 
 0.00 
 5.87 
(5.34)
 16.28 
VOW  1.27 (0.10) 0.00  0.38  0.00 
 0.00 
 3.10 
(2.65)
 9.42 
RS6  1.39  0.04  0.01  0.15  1.58 
(1.53)
 2.15 
(2.93)
 15.24 
RRU  1.46  0.18  0.08  8.31  1.72 
(1.60)
 3.10 
(2.92)
 9.56 
XYTA  12.41  4.01  0.14 (195.37) 8.83 
(55.21)
 33.33 
(25.00)
 233.33 
9K1  1.88 (0.21) 0.00  1.38  0.00 
 0.00 
 3.59 
(4.66)
 14.80 
All Fundamental Data

Cap ISR Competitive Analysis

The better you understand Cap ISR competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Cap ISR's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Cap ISR's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
0P0001338C 0P00000PM8 0P0000OQRJ 8SP INL VOW RS6 RRU XYTA 9K1
 0.00 
 5.90 
Cap
 0.00 
 260.13 
Renaissance
 0.00 
 406.36 
Echiquier
 1.46 
 4.18 
Superior
 1.13 
 19.33 
Intel
 1.50 
 91.50 
Volkswagen
 0.00 
 259.80 
Reliance
 2.19 
 7.01 
Rolls
 0.00 
 0 
CHINA
 4.09 
 1.78 
NORDIC
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Moderately volatile
Not too volatile
Very steady
Very steady
Not too volatile
Out of control
Very risky
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Weak
Modest
Modest
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Quite High
Low
Low
Low
About Average
Above Average
About Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Cautious Hold
Sell
Cautious Hold
Strong Sell
Strong Sell
Cautious Hold
Buy
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
1.33
N/A
N/A
4.06
1.07
0.67
N/A
Net Asset
168.2 M
3.48 B
820.77 M
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Profit Margin
N/A
N/A
N/A
-0.0333
N/A
N/A
0.11
-0.0939
-2.08
N/A
EBITDA
N/A
N/A
N/A
202.9 M
21.3 B
49.43 B
2.73 B
(207 M)
47.39 M
N/A
Operating Margin
N/A
N/A
N/A
0.0049
N/A
N/A
0.15
0.0582
0.11
N/A
Current Valuation
N/A
N/A
N/A
2.78 B
126.75 B
201.15 B
12.83 B
14.94 B
N/A
N/A
Price To Book
N/A
N/A
N/A
1.76
1.18
0.53
1.78
N/A
N/A
N/A
Five Year Return
-0.49
4.78
3.77
5.75
N/A
N/A
1.9
N/A
N/A
N/A
One Year Return
-4.62
3.06
6.73
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
N/A
N/A
0.86
N/A
N/A
0.89
1.7
0.55
N/A
Cash Position Weight
N/A
1.4
0.65
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
98.4
99.11
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
1
1
1
28
5
N/A
10
10
153
N/A
Shares Outstanding
N/A
N/A
N/A
200.7 M
N/A
N/A
58.79 M
8.37 B
4.77 B
N/A
Three Year Return
-0.6
5.45
6.42
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
248.7 M
15.43 B
38.63 B
2.12 B
1.85 B
3.06 M
N/A
Annual Yield
N/A
N/A
N/A
0.0662
0.018
0.0401
0.0163
0.0398
N/A
N/A
Total Debt
N/A
N/A
N/A
1.91 B
37.68 B
123.89 B
1.14 B
4.11 B
3.63 B
N/A
Return On Equity
N/A
N/A
N/A
-0.0634
N/A
N/A
0.28
N/A
N/A
N/A
Bond Positions Weight
N/A
0.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
2.4
N/A
8.2
1.8
N/A
N/A
Return On Asset
N/A
N/A
N/A
0.0026
N/A
N/A
0.16
0.0169
0.0117
N/A
Book Value Per Share
N/A
N/A
N/A
5.52
N/A
N/A
120.56
-0.72
-2.42
N/A
Total Asset
168.2 M
3.48 B
820.77 M
4.48 B
182.1 B
528.61 B
10.33 B
29.45 B
N/A
N/A
Debt To Equity
N/A
N/A
N/A
163.2
N/A
N/A
49.0
580.9
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
0.72
0.33
4.8
3.5
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
181.17
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
36.16
N/A
N/A
83.58
64.39
N/A
N/A
Market Capitalization
N/A
N/A
N/A
1.54 B
182.18 B
117.75 B
13.85 B
13.99 B
39.16 M
N/A
Price To Earning
N/A
N/A
N/A
30.24
N/A
N/A
8.86
5.69
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
12.86
4.22
N/A
0.23
N/A
N/A
Price To Sales
N/A
N/A
N/A
0.46
1.7
0.35
0.65
0.75
N/A
N/A
Net Income
N/A
N/A
N/A
(112.5 M)
8.01 B
15.38 B
1.84 B
(1.27 B)
(333.9 M)
N/A
Earnings Per Share
N/A
N/A
N/A
-0.4
N/A
N/A
28.2
-0.33
-0.006
N/A
Shares Owned By Insiders
N/A
N/A
N/A
0.35
N/A
N/A
0.86
0.1
51.82
N/A
Revenue
N/A
N/A
N/A
3.38 B
63.05 B
250.2 B
17.02 B
13.52 B
232.34 M
N/A
Ten Year Return
N/A
9.89
7.74
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
33.45 M
N/A
N/A
133.6 M
5.81 B
6.01 M
N/A
Cash Per Share
N/A
N/A
N/A
0.19
N/A
N/A
1.99
3.14
N/A
N/A
Gross Profit
N/A
N/A
N/A
1.15 B
N/A
N/A
5.26 B
2.76 B
53.08 M
N/A
Day Typical Price
5.9
260.13
406.36
4.16
19.4
90.82
259.8
6.97
0.0015
1.74
Accumulation Distribution
N/A
N/A
N/A
0.0144
0.0113
0.0224
N/A
0.0242
N/A
0.0618
Market Facilitation Index
N/A
N/A
N/A
0.06
0.22
2.05
N/A
0.17
N/A
0.11
Daily Balance Of Power
0.0
0.0
0.0
1.0
(1.00)
0.6585
0.0
0.8824
0.0
0.6364
Period Momentum Indicator
N/A
N/A
N/A
0.06
(0.22)
1.35
N/A
0.15
N/A
0.07
Rate Of Daily Change
1.0
1.0
1.0
1.01
0.99
1.01
1.0
1.02
1.0
1.04
Day Median Price
5.9
260.13
406.36
4.15
19.44
90.48
259.8
6.95
0.0015
1.73
Price Action Indicator
N/A
N/A
N/A
0.06
(0.22)
1.7
N/A
0.14
N/A
0.09
Coefficient Of Variation
(1,050)
(1,318)
8115.77
(1,805)
(9,040)
(1,778)
3836.05
1004.87
709.2
(1,288)
Mean Deviation
0.5137
0.6405
0.5048
2.12
2.41
1.27
1.39
1.46
12.41
1.88
Jensen Alpha
(0.07)
(0.08)
(0.0009)
(0.22)
(0.04)
(0.1)
0.0388
0.179
4.01
(0.21)
Total Risk Alpha
(0.09)
(0.1)
(0.02)
(0.29)
(0.13)
(0.15)
(0.01)
0.1265
3.21
(0.28)
Sortino Ratio
N/A
N/A
(0.03)
N/A
N/A
N/A
0.0145
0.0794
0.1427
N/A
Downside Variance
N/A
N/A
0.5702
N/A
N/A
N/A
2.62
3.92
778.7
N/A
Standard Deviation
0.6388
0.8507
0.6853
3.37
3.19
1.69
2.13
1.9
28.48
2.6
Kurtosis
(0.21)
0.5763
0.5133
10.54
0.3958
1.28
12.57
0.5001
35.16
1.09
Potential Upside
0.6689
1.1
1.14
3.36
5.87
3.1
2.15
3.1
33.33
3.59
Treynor Ratio
1.35
(3.77)
0.0514
(0.23)
0.3424
0.3803
0.1495
8.31
(195.37)
1.38
Maximum Drawdown
3.02
4.32
3.13
20.22
16.28
9.42
15.24
9.56
233.33
14.8
Variance
0.4081
0.7237
0.4696
11.33
10.2
2.87
4.55
3.63
810.85
6.77
Market Risk Adjusted Performance
1.36
(3.76)
0.0614
(0.22)
0.3524
0.3903
0.1595
8.32
(195.36)
1.39
Risk Adjusted Performance
(0.08)
(0.06)
0.0082
(0.04)
(0)
(0.04)
0.027
0.0851
0.1221
(0.05)
Skewness
(0.16)
(0.43)
(0.39)
(0.65)
0.3384
0.5453
2.49
(0.37)
5.22
(0.28)
Semi Deviation
N/A
N/A
0.7017
N/A
N/A
N/A
1.58
1.72
8.83
N/A
Information Ratio
(0.15)
(0.11)
(0.03)
(0.06)
(0.02)
(0.08)
0.011
0.0826
0.1399
(0.09)
Value At Risk
(1.13)
(1.76)
(1.43)
(4.50)
(5.34)
(2.65)
(2.93)
(2.92)
(25.00)
(4.66)
Expected Short fall
N/A
N/A
(0.53)
N/A
N/A
N/A
(1.53)
(1.60)
(55.21)
N/A
Downside Deviation
N/A
N/A
0.7551
N/A
N/A
N/A
1.62
1.98
27.91
N/A
Semi Variance
N/A
N/A
0.4924
N/A
N/A
N/A
2.48
2.95
77.88
N/A

Cap ISR Competition Performance Charts

Five steps to successful analysis of Cap ISR Competition

Cap ISR's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Cap ISR Actions in relation to its competition. Cap ISR's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Cap ISR in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Cap ISR's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Cap ISR Actions, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Cap ISR position

In addition to having Cap ISR 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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Run Warren Buffett Holdings Thematic Idea Now

Warren Buffett Holdings
Warren Buffett Holdings Theme
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings Theme or any other thematic opportunities.
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Other Information on Investing in Cap Fund

Cap ISR financial ratios help investors to determine whether Cap Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cap with respect to the benefits of owning Cap ISR security.
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