Royce Quant Financials
| SQLV Etf | USD 38.14 0.33 0.86% |
Net Expense Ratio 0.006 | 3 y Sharp Ratio 0.04 |
Royce |
The data published in Royce Quant's official financial statements typically reflect Royce Quant'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 Royce Quant's quantitative information. For example, before you start analyzing numbers published by Royce accountants, it's essential to understand Royce Quant's liquidity, profitability, and earnings quality within the context of the Franklin Templeton Investments space in which it operates.
Please note, the imprecision that can be found in Royce Quant's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Royce Quant Small Cap. Check Royce Quant's Beneish M Score to see the likelihood of Royce Quant's management manipulating its earnings.
Royce Quant Etf Summary
Royce Quant competes with First Trust, ClearBridge Dividend, and Principal Quality. The fund primarily invests in equity securities of small-capitalization companies that are traded in the United States and meet certain criteria using a proprietary methodology created by the funds subadviser. Legg Small-Cap is traded on NASDAQ Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NASDAQ Exchange |
| ISIN | US52468L8770 |
| CUSIP | 52468L877 |
| Region | North America |
| Investment Issuer | Franklin Templeton Investments |
| Etf Family | Franklin Templeton Investments |
| Fund Category | Size and Style |
| Portfolio Concentration | Small Cap |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Royce Quant Key Financial Ratios
Royce Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Royce Quant's current stock value. Our valuation model uses many indicators to compare Royce Quant value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Quant competition to find correlations between indicators driving Royce Quant's intrinsic value. More Info.Royce Quant Small Cap is presently regarded as number one ETF in beta as compared to similar ETFs. It also is presently regarded as number one ETF in one year return as compared to similar ETFs . Comparative valuation analysis is a catch-all technique that is used if you cannot value Royce Quant 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.Royce Quant Small Systematic Risk
Royce Quant's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Royce Quant 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Royce Quant Small correlated with the market. If Beta is less than 0 Royce Quant generally moves in the opposite direction as compared to the market. If Royce Quant Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Royce Quant Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Royce Quant is generally in the same direction as the market. If Beta > 1 Royce Quant 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 Royce Quant 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 Royce 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 Royce Quant's financials are consistent with your investment objective using the following steps:- Review Royce Quant'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 Royce Quant'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 Royce Quant'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 Royce Quant's stock is overvalued or undervalued.
Royce Quant Thematic Clasifications
Royce Quant Small Cap is part of several thematic ideas from Small Cap ETFs to Size And Style 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 IdeasRoyce Quant March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Royce Quant help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Royce Quant Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Royce Quant Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Royce Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Royce Quant's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 4.17 | |||
| Value At Risk | (2.15) | |||
| Potential Upside | 1.27 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Royce Quant Small 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 bureau of economic analysis. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Royce Quant Small is measured differently than its book value, which is the value of Royce that is recorded on the company's balance sheet. Investors also form their own opinion of Royce Quant's value that differs from its market value or its book value, called intrinsic value, which is Royce Quant'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 Royce Quant's market value can be influenced by many factors that don't directly affect Royce Quant'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 Royce Quant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Royce Quant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Royce Quant'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.