Ballast SmallMid Financials
| MGMT Etf | USD 44.05 0.19 0.43% |
Net Expense Ratio 0.011 | 3 y Sharp Ratio 0.01 |
Ballast |
The data published in Ballast SmallMid's official financial statements typically reflect Ballast SmallMid'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 Ballast SmallMid's quantitative information. For example, before you start analyzing numbers published by Ballast accountants, it's essential to understand Ballast SmallMid's liquidity, profitability, and earnings quality within the context of the Ballast Asset Management space in which it operates.
Please note, the imprecision that can be found in Ballast SmallMid's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Ballast SmallMid Cap. Check Ballast SmallMid's Beneish M Score to see the likelihood of Ballast SmallMid's management manipulating its earnings.
Ballast SmallMid Etf Summary
Ballast SmallMid competes with Schwab Fundamental, Schwab Fundamental, Schwab Fundamental, Schwab Fundamental, and Schwab International. Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in equity securities of domestic companies with small to medium market capitalizations. Ballast SmallMid is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US90470L5509 |
| CUSIP | 90470L550 |
| Region | North America |
| Investment Issuer | Ballast Asset Management |
| Etf Family | Ballast Asset Management |
| Fund Category | Broad Equity |
| Portfolio Concentration | Size and Style |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Ballast SmallMid Key Financial Ratios
Ballast Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ballast SmallMid's current stock value. Our valuation model uses many indicators to compare Ballast SmallMid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ballast SmallMid competition to find correlations between indicators driving Ballast SmallMid's intrinsic value. More Info.Ballast SmallMid Cap is rated number one ETF in beta as compared to similar ETFs. It also is rated number one ETF in one year return as compared to similar ETFs reporting about 33.67 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value Ballast SmallMid 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.Ballast SmallMid Cap Systematic Risk
Ballast SmallMid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ballast SmallMid 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Ballast SmallMid Cap correlated with the market. If Beta is less than 0 Ballast SmallMid generally moves in the opposite direction as compared to the market. If Ballast SmallMid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ballast SmallMid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ballast SmallMid is generally in the same direction as the market. If Beta > 1 Ballast SmallMid 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 Ballast SmallMid 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 Ballast 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 Ballast SmallMid's financials are consistent with your investment objective using the following steps:- Review Ballast SmallMid'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 Ballast SmallMid'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 Ballast SmallMid'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 Ballast SmallMid's stock is overvalued or undervalued.
Ballast SmallMid Thematic Clasifications
Ballast SmallMid Cap is part of several thematic ideas from Size And Style ETFs to Broad Equity ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasBallast SmallMid November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ballast SmallMid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ballast SmallMid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ballast SmallMid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Ballast Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ballast SmallMid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8901 | |||
| Information Ratio | 0.0914 | |||
| Maximum Drawdown | 7.55 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 2.3 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Ballast SmallMid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of Ballast SmallMid Cap is measured differently than its book value, which is the value of Ballast that is recorded on the company's balance sheet. Investors also form their own opinion of Ballast SmallMid's value that differs from its market value or its book value, called intrinsic value, which is Ballast SmallMid's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Ballast SmallMid's market value can be influenced by many factors that don't directly affect Ballast SmallMid's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Ballast SmallMid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ballast SmallMid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ballast SmallMid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.