Ivy Small Financial Statements From 2010 to 2025

ISPVX Fund  USD 20.08  0.04  0.20%   
Ivy Small financial statements provide useful quarterly and yearly information to potential Ivy Small Cap investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Ivy Small financial statements helps investors assess Ivy Small's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ivy Small's valuation are summarized below:
Ivy Small Cap does not presently have any fundamental trends for analysis.
Check Ivy Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Small'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 Small Valuation or Volatility modules.
  
This module can also supplement various Ivy Small Technical models . Check out the analysis of Ivy Small Correlation against competitors.

Ivy Small Cap Mutual Fund Price To Sales Analysis

Ivy Small'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.

P/S

 = 

MV Per Share

Revenue Per Share

More About Price To Sales | All Equity Analysis

Current Ivy Small Price To Sales

    
  1.14 X  
Most of Ivy Small'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 Small Cap 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 Small Cap has a Price To Sales of 1.14 times. This is much higher than that of the Ivy Funds family and significantly higher than that of the Small Blend category. The price to sales for all United States funds is notably lower than that of the firm.

Ivy Small Cap Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Small's current stock value. Our valuation model uses many indicators to compare Ivy Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Small competition to find correlations between indicators driving Ivy Small's intrinsic value. More Info.
Ivy Small Cap 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  1.14  of Price To Book per Price To Earning. 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 Small's earnings, one of the primary drivers of an investment's value.

About Ivy Small Financial Statements

Ivy Small investors use historical fundamental indicators, such as Ivy Small'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 Small. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap Index at the time of purchase.

Also Currently Popular

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 Small 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 Small security.
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