Ivy Balanced Financial Statements From 2010 to 2024
| IBNYX Fund | USD 23.74 0.16 0.67% |
Check Ivy Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Balanced Valuation or Volatility modules.
Ivy |
Ivy Balanced Fund Mutual Fund Price To Sales Analysis
Ivy Balanced's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Current Ivy Balanced Price To Sales | 2.09 X |
Most of Ivy Balanced's fundamental indicators, such as Price To Sales, 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, Ivy Balanced Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
| Competition |
Based on the latest financial disclosure, Ivy Balanced Fund has a Price To Sales of 2.09 times. This is much higher than that of the Ivy Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The price to sales for all United States funds is notably lower than that of the firm.
Ivy Balanced Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Balanced's current stock value. Our valuation model uses many indicators to compare Ivy Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Balanced competition to find correlations between indicators driving Ivy Balanced's intrinsic value. More Info.Ivy Balanced Fund is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.95 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Ivy Balanced Fund is roughly 1.06 . 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 Ivy Balanced's earnings, one of the primary drivers of an investment's value.About Ivy Balanced Financial Statements
Ivy Balanced investors use historical fundamental indicators, such as Ivy Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Ivy Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50 percent of its total assets in equity securities including convertible securities.
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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 Ivy Mutual Fund
Ivy Balanced financial ratios help investors to determine whether Ivy Mutual 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 Ivy with respect to the benefits of owning Ivy Balanced security.
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