Is Western Asset Stock a Good Investment?
Western Asset Investment Advice | IGI |
- 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 Investment 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 Investment is a good investment.
Sell | Buy |
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 |
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 37.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. Western Asset Investment 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 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 Quarterly Cost Of Revenue |
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Western Asset's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 181.16 M.Market Cap |
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Western Asset's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.05 | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | 0.04 | 0.05 | |
| Return On Equity | 0.04 | 0.05 |
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 decreasing as compared to previous years. The Western Asset's current Return On Assets is estimated to increase to 0.04, while Return On Capital Employed is forecasted to increase to (0.02). As of now, Western Asset's Return On Assets are decreasing 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 | 19.63 | 21.91 | |
| Tangible Book Value Per Share | 19.63 | 21.91 | |
| Enterprise Value Over EBITDA | 23.01 | 20.21 | |
| Price Book Value Ratio | 1.10 | 1.08 | |
| Enterprise Value Multiple | 23.01 | 20.21 | |
| Price Fair Value | 1.10 | 1.08 | |
| Enterprise Value | 203.8 M | 233.6 M |
At Western Asset Investment, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.
Dividend Yield 0.0533 | Forward Dividend Yield 0.0533 | Forward Dividend Rate 0.82 |
Basic technical analysis of Western Stock
As of the 28th of November, Western Asset maintains the Market Risk Adjusted Performance of (8.24), mean deviation of 0.3788, and Standard Deviation of 0.5035. Western Asset Investment technical analysis makes it possible for you to employ past prices and volume data with the intention to determine a pattern that calculates the direction of the company's future prices.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.
Sale Hillary A over a week ago Insider Trading | ||
Gerardi Frank over three months ago Acquisition by Gerardi Frank of 200 shares of Western Asset at 0.75 subject to Rule 16b-3 | ||
Gerardi Frank over three months ago Acquisition by Gerardi Frank of 300 shares of Western Asset at 0.68 subject to Rule 16b-3 | ||
Gerardi Frank over six months ago Acquisition by Gerardi Frank of 5200 shares of Western Asset at 0.99 subject to Rule 16b-3 | ||
Gerardi Frank over six months ago Acquisition by Gerardi Frank of 400 shares of Western Asset at 1.0 subject to Rule 16b-3 | ||
Buchanan Michael Carlton over six months ago Western Asset exotic insider transaction detected | ||
Hinkle Matthew T over six months ago Western Asset exotic insider transaction detected |
Western Asset's Outstanding Corporate Bonds
Western Asset issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Western Asset Investment uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Western bonds can be classified according to their maturity, which is the date when Western Asset Investment has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
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 | (0.13) | |||
| Market Risk Adjusted Performance | (8.24) | |||
| Mean Deviation | 0.3788 | |||
| Coefficient Of Variation | (636.15) | |||
| Standard Deviation | 0.5035 | |||
| Variance | 0.2535 | |||
| Information Ratio | (0.42) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (8.25) | |||
| Maximum Drawdown | 2.65 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.4799 | |||
| Skewness | (1.51) | |||
| Kurtosis | 4.02 |
| Risk Adjusted Performance | (0.13) | |||
| Market Risk Adjusted Performance | (8.24) | |||
| Mean Deviation | 0.3788 | |||
| Coefficient Of Variation | (636.15) | |||
| Standard Deviation | 0.5035 | |||
| Variance | 0.2535 | |||
| Information Ratio | (0.42) | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (8.25) | |||
| Maximum Drawdown | 2.65 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.4799 | |||
| Skewness | (1.51) | |||
| Kurtosis | 4.02 |
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.
Western Asset Corporate Filings
F3 | 22nd of November 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
8K | 20th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | 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 Directors
| Daniel Cronin | Independent Director | Profile | |
| Eileen Kamerick | Independent Director | Profile | |
| Nisha Kumar | Independent Director | Profile | |
| Paolo Cucchi | Independent Director | Profile |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
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.
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.