Flaherty Financials
| DFP Etf | USD 20.44 0.00 0.00% |
Flaherty |
The data published in Flaherty's official financial statements typically reflect Flaherty's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Flaherty's quantitative information. For example, before you start analyzing numbers published by Flaherty accountants, it's essential to understand Flaherty's liquidity, profitability, and earnings quality within the context of the Financial Services space in which it operates.
Flaherty Etf Summary
Flaherty competes with Tekla World, Tekla Healthcare, Tekla Life, Cohen, and Flaherty Crumrine. Flaherty Crumrine Dynamic Preferred and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity and fixed income markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in investment grade securities consisting of preferred securities and other income-producing securities issued by companies which include traditional preferred stock, trust preferred securities, hybrid securities that have characteristics of equity and debt securities, convertible securities, subordinated debt, and senior debt. Flaherty Crumrine Dynamic Preferred and Income Fund Inc. was formed on May 23, 2013 and is domiciled in the United States.Specialization | null, Preferred Stock |
| Instrument | USA Etf View All |
| Exchange | New York Stock Exchange |
| ISIN | US33848W1062 |
| CUSIP | 33848W106 247131303 |
| Region | Others |
| Investment Issuer | Others |
| Business Address | 301 East Colorado |
| Etf Family | Financial Services |
| Fund Category | Others |
| Portfolio Concentration | Others |
| Benchmark | Dow Jones Industrial |
| Website | www.flahertyfunds.com/funds/dfp-dynamic-preferred-income-fund/ |
| Phone | 626 795 7300 |
| Currency | USD - US Dollar |
Flaherty Key Financial Ratios
Flaherty Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Flaherty's current stock value. Our valuation model uses many indicators to compare Flaherty value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Flaherty competition to find correlations between indicators driving Flaherty's intrinsic value. More Info.Flaherty and Crumrine is rated # 4 ETF in price to earning as compared to similar ETFs. It is rated below average in beta as compared to similar ETFs totaling about 0.05 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Flaherty and Crumrine is roughly 21.98 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Flaherty by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Flaherty and Crumrine Systematic Risk
Flaherty's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Flaherty volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Flaherty and Crumrine correlated with the market. If Beta is less than 0 Flaherty generally moves in the opposite direction as compared to the market. If Flaherty Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Flaherty and Crumrine is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Flaherty is generally in the same direction as the market. If Beta > 1 Flaherty moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Flaherty is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Flaherty has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Flaherty's financials are consistent with your investment objective using the following steps:- Review Flaherty's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Flaherty's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Flaherty's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Flaherty's stock is overvalued or undervalued.
Flaherty February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Flaherty help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Flaherty and Crumrine. We use our internally-developed statistical techniques to arrive at the intrinsic value of Flaherty and Crumrine based on widely used predictive technical indicators. In general, we focus on analyzing Flaherty Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Flaherty's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5065 | |||
| Information Ratio | 0.0674 | |||
| Maximum Drawdown | 2.52 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.8483 |
Other Information on Investing in Flaherty Etf
Flaherty financial ratios help investors to determine whether Flaherty Etf 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 Flaherty with respect to the benefits of owning Flaherty security.