Income Financial Trust Stock Performance
| INC-UN Stock | CAD 8.70 0.05 0.57% |
The company retains a Market Volatility (i.e., Beta) of 0.41, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Income Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Income Financial is expected to be smaller as well. At this point, Income Financial Trust has a negative expected return of -0.0476%. Please make sure to check out Income Financial's treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if Income Financial Trust performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Income Financial Trust has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong fundamental indicators, Income Financial is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0924 | Payout Ratio | Forward Dividend Rate 0.8 | Dividend Date 2025-03-10 | Ex Dividend Date 2025-02-28 |
1 | Investment Performance Report - Stock Traders Daily | 02/19/2025 |
| Begin Period Cash Flow | 3.3 M |
Income |
Income Financial Relative Risk vs. Return Landscape
If you would invest 899.00 in Income Financial Trust on November 29, 2024 and sell it today you would lose (29.00) from holding Income Financial Trust or give up 3.23% of portfolio value over 90 days. Income Financial Trust is generating negative expected returns and assumes 1.2721% volatility on return distribution over the 90 days horizon. Simply put, 11% of stocks are less volatile than Income, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Income Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Income Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Income Financial Trust, and traders can use it to determine the average amount a Income Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0374
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | INC-UN |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Income Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Income Financial by adding Income Financial to a well-diversified portfolio.
Income Financial Fundamentals Growth
Income Stock prices reflect investors' perceptions of the future prospects and financial health of Income Financial, and Income Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Income Stock performance.
| Return On Equity | 0.2 | ||||
| Return On Asset | 0.12 | ||||
| Profit Margin | 0.92 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 28.52 M | ||||
| Shares Outstanding | 3.35 M | ||||
| Price To Earning | 14.40 X | ||||
| Price To Book | 1.19 X | ||||
| Price To Sales | 5.72 X | ||||
| Revenue | 1.61 M | ||||
| Gross Profit | 5.11 M | ||||
| EBITDA | 1.15 M | ||||
| Net Income | 1.12 M | ||||
| Cash And Equivalents | 765.49 K | ||||
| Cash Per Share | 0.33 X | ||||
| Total Debt | 368.71 K | ||||
| Current Ratio | 3.03 X | ||||
| Book Value Per Share | 7.32 X | ||||
| Cash Flow From Operations | 430.48 K | ||||
| Earnings Per Share | 1.41 X | ||||
| Market Capitalization | 29.19 M | ||||
| Total Asset | 23.71 M | ||||
About Income Financial Performance
By analyzing Income Financial's fundamental ratios, stakeholders can gain valuable insights into Income Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Income Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Income Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 36 K | 37.9 K | |
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.05 | 0.03 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.04 | 0.05 |
Things to note about Income Financial Trust performance evaluation
Checking the ongoing alerts about Income Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Income Financial Trust help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Income Financial generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Investment Performance Report - Stock Traders Daily |
- Analyzing Income Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Income Financial's stock is overvalued or undervalued compared to its peers.
- Examining Income Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Income Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Income Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Income Financial's stock. These opinions can provide insight into Income Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Income Stock analysis
When running Income Financial's price analysis, check to measure Income Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Income Financial is operating at the current time. Most of Income Financial's value examination focuses on studying past and present price action to predict the probability of Income Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Income Financial's price. Additionally, you may evaluate how the addition of Income Financial to your portfolios can decrease your overall portfolio volatility.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |