Is Western Asset Stock a Good Investment?
Western Asset Investment Advice | WDI |
- Examine Western Asset's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Western Asset's leadership team and their track record. Good management can help Western Asset navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Western Asset's business and its evolving consumer preferences.
- Compare Western Asset's performance and market position to its competitors. Analyze how Western Asset is positioned in terms of product offerings, innovation, and market share.
- Check if Western Asset pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Western Asset's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Western Asset Diversified stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Western Asset Diversified is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Western Asset Stock
Researching Western Asset's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 31.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.96. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Western Asset Diversified last dividend was issued on the 23rd of October 2023.
To determine if Western Asset is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Western Asset's research are outlined below:
| Western Asset has a strong financial position based on the latest SEC filings | |
| On 3rd of March 2025 Western Asset paid $ 0.1485 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Trading Report - Stock Traders Daily |
Western Asset Quarterly Liabilities And Stockholders Equity |
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Western Asset's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 753 M.Market Cap |
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Western Asset's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | (0.16) | (0.15) | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.09 | 0.09 |
Determining Western Asset's profitability involves analyzing its financial statements and using various financial metrics to determine if Western Asset is a good buy. For example, gross profit margin measures Western Asset's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Western Asset's profitability and make more informed investment decisions.
Evaluate Western Asset's management efficiency
As of now, Western Asset's Return On Tangible Assets are increasing as compared to previous years. The Western Asset's current Return On Assets is estimated to increase to 0.06, while Return On Capital Employed is forecasted to increase to (0.15). As of now, Western Asset's Asset Turnover is increasing as compared to previous years. Western Asset's management efficiency ratios could be used to measure how well Western Asset manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 15.14 | 17.96 | |
| Tangible Book Value Per Share | 15.14 | 17.96 | |
| Enterprise Value Over EBITDA | 3.59 | 3.77 | |
| Price Book Value Ratio | 0.94 | 0.73 | |
| Enterprise Value Multiple | 3.59 | 3.77 | |
| Price Fair Value | 0.94 | 0.73 | |
| Enterprise Value | 730.5 M | 1.1 B |
Management at Western Asset Diversified focuses on leveraging technology and optimizing operations. We evaluate the impact of these focuses on the company's financial health and stock performance.
Basic technical analysis of Western Stock
As of the 27th of March, Western Asset maintains the Market Risk Adjusted Performance of 0.206, downside deviation of 0.5579, and Mean Deviation of 0.4175. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Western Asset Diversified, as well as the relationship between them.Western Asset's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Western Asset insiders, such as employees or executives, is commonly permitted as long as it does not rely on Western Asset's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Western Asset insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Mason Peter Daniel Charles over a week ago Insider Trading | ||
Gahan Thomas over three months ago Insider Trading | ||
De Oliveira Marc over three months ago Insider Trading | ||
Daniel Cronin over six months ago Acquisition by Daniel Cronin of 1000 shares of Western Asset at 14.48 subject to Rule 16b-3 | ||
Daniel Cronin over six months ago Acquisition by Daniel Cronin of 1000 shares of Western Asset at 14.48 subject to Rule 16b-3 | ||
Nisha Kumar over six months ago Acquisition by Nisha Kumar of 6224 shares of Western Asset at 14.46 subject to Rule 16b-3 | ||
Buchanan Michael Carlton over a year ago Western Asset exotic insider transaction detected | ||
Nisha Kumar over a year ago Purchase by Nisha Kumar of 9000 shares of Western Asset | ||
Hinkle Matthew T over a year ago Western Asset exotic insider transaction detected | ||
Daniel Cronin over a year ago Purchase by Daniel Cronin of 5000 shares of Western Asset |
Understand Western Asset's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Western Asset's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1202 | |||
| Market Risk Adjusted Performance | 0.206 | |||
| Mean Deviation | 0.4175 | |||
| Semi Deviation | 0.4112 | |||
| Downside Deviation | 0.5579 | |||
| Coefficient Of Variation | 670.36 | |||
| Standard Deviation | 0.5328 | |||
| Variance | 0.2838 | |||
| Information Ratio | 0.135 | |||
| Jensen Alpha | 0.0703 | |||
| Total Risk Alpha | 0.071 | |||
| Sortino Ratio | 0.1289 | |||
| Treynor Ratio | 0.196 | |||
| Maximum Drawdown | 2.66 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.9602 | |||
| Downside Variance | 0.3112 | |||
| Semi Variance | 0.1691 | |||
| Expected Short fall | (0.47) | |||
| Skewness | (0.26) | |||
| Kurtosis | 0.2885 |
| Risk Adjusted Performance | 0.1202 | |||
| Market Risk Adjusted Performance | 0.206 | |||
| Mean Deviation | 0.4175 | |||
| Semi Deviation | 0.4112 | |||
| Downside Deviation | 0.5579 | |||
| Coefficient Of Variation | 670.36 | |||
| Standard Deviation | 0.5328 | |||
| Variance | 0.2838 | |||
| Information Ratio | 0.135 | |||
| Jensen Alpha | 0.0703 | |||
| Total Risk Alpha | 0.071 | |||
| Sortino Ratio | 0.1289 | |||
| Treynor Ratio | 0.196 | |||
| Maximum Drawdown | 2.66 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 0.9602 | |||
| Downside Variance | 0.3112 | |||
| Semi Variance | 0.1691 | |||
| Expected Short fall | (0.47) | |||
| Skewness | (0.26) | |||
| Kurtosis | 0.2885 |
Consider Western Asset's intraday indicators
Western Asset intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Western Asset stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 1248.68 | |||
| Daily Balance Of Power | (0.55) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 14.63 | |||
| Day Typical Price | 14.6 | |||
| Price Action Indicator | (0.15) | |||
| Period Momentum Indicator | (0.11) | |||
| Relative Strength Index | 31.62 |
Western Asset Corporate Filings
| 13th of March 2025 Other Reports | ViewVerify | |
| 7th of March 2025 Other Reports | ViewVerify | |
| 28th of February 2025 Other Reports | ViewVerify | |
| 26th of February 2025 Other Reports | ViewVerify |
Western Stock media impact
Far too much social signal, news, headlines, and media speculation about Western Asset that are available to investors today. That information is available publicly through Western media outlets and privately through word of mouth or via Western internal channels. However, regardless of the origin, that massive amount of Western data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Western Asset news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Western Asset relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Western Asset's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Western Asset alpha.
Western Asset Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Western Asset can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Western Asset Corporate Management
| Daniel Cronin | Independent Trustee | Profile | |
| Christopher Berarducci | Principal Financial Officer, Treasurer | Profile | |
| Jeanne Kelly | Senior Vice President | Profile | |
| Eileen Kamerick | Independent Trustee | Profile | |
| Nisha Kumar | Independent Trustee | Profile | |
| Robert Agdern | Independent Trustee | Profile |
Already Invested in Western Asset Diversified?
The danger of trading Western Asset Diversified is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Western Asset is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Western Asset. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Western Asset Diversified is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Western Asset Diversified offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Western Asset's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Western Asset Diversified Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Western Asset Diversified Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Western Asset Diversified. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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.
The market value of Western Asset Diversified 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.
In summary, please note that there is a difference between Western Asset's value and its price, as these two are different measures arrived at by various 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.