Western Asset Investment Stock Buy Hold or Sell Recommendation
| IGI Stock | USD 16.73 0.07 0.42% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Western Asset Investment is 'Hold'. The recommendation algorithm takes into account all of Western Asset's available fundamental, technical, and predictive indicators you will find on this site.
Check out Western Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Western and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Western Asset Investment. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Western |
Execute Western Asset Buy or Sell Advice
The Western recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Western Asset Investment. Macroaxis does not own or have any residual interests in Western Asset Investment or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Western Asset's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Western Asset Trading Alerts and Improvement Suggestions
| Western Asset generated a negative expected return over the last 90 days | |
| Western Asset has a poor financial position based on the latest SEC disclosures | |
| On 1st of November 2024 Western Asset paid $ 0.071 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: Franklin Templeton Fund Adviser, LLC Announces Distributions for the Months of December 2024, January and February 2025 |
Western Asset Returns Distribution Density
The distribution of Western Asset's historical returns is an attempt to chart the uncertainty of Western Asset's future price movements. The chart of the probability distribution of Western Asset daily returns describes the distribution of returns around its average expected value. We use Western Asset Investment price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Western Asset returns is essential to provide solid investment advice for Western Asset.
| Mean Return | -0.08 | Value At Risk | -0.96 | Potential Upside | 0.48 | Standard Deviation | 0.50 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Western Asset historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Western Asset Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Net Income | 19.8M | 1.9M | (37.3M) | 6.9M | 6.2M | 3.9M | |
| Other Non Cash Items | (19.8M) | (1.9M) | 37.3M | (6.9M) | (8.0M) | (8.4M) | |
| End Period Cash Flow | 367.0 | 17.9K | 59.4K | 109.4K | 125.8K | 132.0K |
Western Asset Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Western Asset or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Western Asset's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Western stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.52 | |
Ir | Information ratio | -0.42 |
Western Asset Volatility Alert
Western Asset Investment exhibits very low volatility with skewness of -1.51 and kurtosis of 4.02. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Western Asset's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Western Asset's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Western Asset Fundamentals Vs Peers
Comparing Western Asset's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Western Asset's direct or indirect competition across all of the common fundamentals between Western Asset and the related equities. This way, we can detect undervalued stocks with similar characteristics as Western Asset or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Western Asset's fundamental indicators could also be used in its relative valuation, which is a method of valuing Western Asset by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Western Asset to competition |
| Fundamentals | Western Asset | Peer Average |
| Shares Outstanding | 10.85 M | 571.82 M |
| Shares Owned By Institutions | 37.12 % | 39.21 % |
| Number Of Shares Shorted | 9.07 K | 4.71 M |
| Price To Earning | 89.00 X | 28.72 X |
| Price To Book | 0.96 X | 9.51 X |
| Price To Sales | 16.93 X | 11.42 X |
| Revenue | 7.12 M | 9.43 B |
| EBITDA | 6.94 M | 3.9 B |
| Net Income | 6.94 M | 570.98 M |
| Total Debt | 997.22 K | 5.32 B |
| Short Ratio | 0.40 X | 4.00 X |
| Earnings Per Share | 0.97 X | 3.12 X |
| Beta | 0.12 | -0.15 |
| Market Capitalization | 181.16 M | 19.03 B |
| Total Asset | 186.17 M | 29.47 B |
| Retained Earnings | (21.43 M) | 9.33 B |
| Annual Yield | 0.05 % | |
| Five Year Return | 4.55 % | |
| Net Asset | 186.17 M |
Note: Insider Trading [view details]
Western Asset Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Western . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Western Asset Buy or Sell Advice
When is the right time to buy or sell Western Asset Investment? Buying financial instruments such as Western Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Western Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Check out Western Asset Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Western Asset. If investors know Western will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Western Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 0.97 |
The market value of Western Asset Investment is measured differently than its book value, which is the value of Western that is recorded on the company's balance sheet. Investors also form their own opinion of Western Asset's value that differs from its market value or its book value, called intrinsic value, which is Western Asset'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 Western Asset's market value can be influenced by many factors that don't directly affect Western Asset'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 Western Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Western Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Western Asset'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.