Equity Income Financial Statements From 2010 to 2025

JHEIX Fund  USD 19.58  0.11  0.56%   
Equity Income financial statements provide useful quarterly and yearly information to potential Equity Income Fund 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 Equity Income financial statements helps investors assess Equity Income's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Equity Income's valuation are summarized below:
Equity Income Fund does not presently have any fundamental signals for analysis.
Check Equity Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equity Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Equity financial statements analysis is a perfect complement when working with Equity Income Valuation or Volatility modules.
  
This module can also supplement various Equity Income Technical models . Check out the analysis of Equity Income Correlation against competitors.

Equity Income Fund Mutual Fund Price To Book Analysis

Equity Income's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

P/B

 = 

MV Per Share

BV Per Share

More About Price To Book | All Equity Analysis

Current Equity Income Price To Book

    
  1.90 X  
Most of Equity Income's fundamental indicators, such as Price To Book, 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, Equity Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Competition

Based on the latest financial disclosure, Equity Income Fund has a Price To Book of 1.9 times. This is 40.74% higher than that of the John Hancock family and significantly higher than that of the Large Value category. The price to book for all United States funds is notably lower than that of the firm.

Equity Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Equity Income's current stock value. Our valuation model uses many indicators to compare Equity Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Income competition to find correlations between indicators driving Equity Income's intrinsic value. More Info.
Equity Income 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  0.11  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Income Fund is roughly  9.24 . 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 Equity Income's earnings, one of the primary drivers of an investment's value.

About Equity Income Financial Statements

Equity Income investors use historical fundamental indicators, such as Equity Income'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 Equity Income. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities, with at least 65 percent in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans and up to 10 percent in below-investment-grade fixed-income securities .

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 Equity Mutual Fund

Equity Income financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Income security.
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