Herzfeld Caribbean Financial Statements From 2010 to 2024
| CUBA Fund | USD 2.47 0.02 0.82% |
Market Capitalization 20.5 M |
Check Herzfeld Caribbean financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Herzfeld Caribbean's main balance sheet or income statement drivers, such as , as well as many indicators such as . Herzfeld financial statements analysis is a perfect complement when working with Herzfeld Caribbean Valuation or Volatility modules.
Herzfeld |
Herzfeld Caribbean Basin Fund Beta Analysis
Herzfeld Caribbean's 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.
Current Herzfeld Caribbean Beta | 1.35 |
Most of Herzfeld Caribbean's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Herzfeld Caribbean Basin is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
In accordance with the recently published financial statements, Herzfeld Caribbean Basin has a Beta of 1.35. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The beta for all United States funds is notably lower than that of the firm.
Herzfeld Caribbean Basin Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Herzfeld Caribbean's current stock value. Our valuation model uses many indicators to compare Herzfeld Caribbean value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Herzfeld Caribbean competition to find correlations between indicators driving Herzfeld Caribbean's intrinsic value. More Info.Herzfeld Caribbean Basin is third largest fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.19 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Herzfeld Caribbean Basin is roughly 5.15 . 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 Herzfeld Caribbean's earnings, one of the primary drivers of an investment's value.About Herzfeld Caribbean Financial Statements
Herzfeld Caribbean stakeholders use historical fundamental indicators, such as Herzfeld Caribbean's revenue or net income, to determine how well the company is positioned to perform in the future. Although Herzfeld Caribbean investors may analyze each financial statement separately, they are all interrelated. For example, changes in Herzfeld Caribbean's assets and liabilities are reflected in the revenues and expenses on Herzfeld Caribbean's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Herzfeld Caribbean Basin. Please read more on our technical analysis and fundamental analysis pages.
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by HerzfeldCuba. It invests in the public equity markets of the United States. The fund employing fundamental analysis investing in stocks of companies that are likely to benefit from economic, political, structural and technological developments in the countries in the Caribbean Basin, which consist of Cuba, Jamaica, Trinidad and Tobago, the Bahamas, the Dominican Republic, Barbados, Aruba, Haiti, the Netherlands Antilles, the Commonwealth of Puerto Rico, Mexico, Honduras, Guatemala, Belize, Costa Rica, Panama, Colombia and Venezuela. It invests in stocks of companies operating across diversified sectors. The Herzfeld Caribbean Basin Fund Inc. was formed on March 10, 1992 and is domiciled in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Herzfeld Fund
Herzfeld Caribbean financial ratios help investors to determine whether Herzfeld 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 Herzfeld with respect to the benefits of owning Herzfeld Caribbean security.
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