Grupo Carso Shares Owned By Institutions vs. Current Valuation

4GF Stock  EUR 5.55  0.05  0.89%   
Considering Grupo Carso's profitability and operating efficiency indicators, Grupo Carso SAB may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess Grupo Carso's ability to earn profits and add value for shareholders.
For Grupo Carso profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Grupo Carso to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Grupo Carso SAB utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Grupo Carso's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Grupo Carso SAB over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Grupo Carso's value and its price as these two are different measures arrived at by different means. Investors typically determine if Grupo Carso is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Grupo Carso'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.

Grupo Carso SAB Current Valuation vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Grupo Carso's current stock value. Our valuation model uses many indicators to compare Grupo Carso value to that of its competitors to determine the firm's financial worth.
Grupo Carso SAB is rated below average in shares owned by institutions category among its peers. It is rated below average in current valuation category among its peers reporting about  1,769,380,529  of Current Valuation per Shares Owned By Institutions. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Grupo Carso's earnings, one of the primary drivers of an investment's value.

Grupo Current Valuation vs. Shares Owned By Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Grupo Carso

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
5.77 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Grupo Carso

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
10.21 B
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

Grupo Current Valuation vs Competition

Grupo Carso SAB is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Conglomerates industry is presently estimated at about 638.84 Billion. Grupo Carso claims roughly 10.21 Billion in current valuation contributing just under 2% to stocks in Conglomerates industry.

Grupo Carso Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Grupo Carso, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Grupo Carso will eventually generate negative long term returns. The profitability progress is the general direction of Grupo Carso's change in net profit over the period of time. It can combine multiple indicators of Grupo Carso, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Grupo Carso, S.A.B. de C.V., together with its subsidiaries, engages in infrastructure, construction, and energy sectors. Grupo Carso, S.A.B. de C.V. is incorporated in 1980 and is headquartered in Mexico City, Mexico. GRUPO CARSO operates under Conglomerates classification in Germany and is traded on Frankfurt Stock Exchange. It employs 76406 people.

Grupo Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Grupo Carso. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Grupo Carso position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Grupo Carso's important profitability drivers and their relationship over time.

Use Grupo Carso in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Grupo Carso position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Grupo Carso will appreciate offsetting losses from the drop in the long position's value.

Grupo Carso Pair Trading

Grupo Carso SAB Pair Trading Analysis

The ability to find closely correlated positions to Grupo Carso could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Grupo Carso when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Grupo Carso - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Grupo Carso SAB to buy it.
The correlation of Grupo Carso is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Grupo Carso moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Grupo Carso SAB moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Grupo Carso can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Grupo Carso position

In addition to having Grupo Carso 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.

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Other Information on Investing in Grupo Stock

To fully project Grupo Carso's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Grupo Carso SAB at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Grupo Carso's income statement, its balance sheet, and the statement of cash flows.
Potential Grupo Carso investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Grupo Carso investors may work on each financial statement separately, they are all related. The changes in Grupo Carso's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Grupo Carso's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.