Fidelity Blue Price To Book vs. One Year Return

FBGRX Fund  USD 237.81  4.12  1.76%   
Based on the measurements of profitability obtained from Fidelity Blue's financial statements, Fidelity Blue Chip may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Fidelity Blue's ability to earn profits and add value for shareholders.
For Fidelity Blue profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fidelity Blue to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fidelity Blue Chip utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fidelity Blue's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fidelity Blue Chip 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 Fidelity Blue's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Blue is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Blue'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.

Fidelity Blue Chip One Year Return vs. Price To Book Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Fidelity Blue's current stock value. Our valuation model uses many indicators to compare Fidelity Blue value to that of its competitors to determine the firm's financial worth.
Fidelity Blue Chip is one of the top funds in price to book among similar funds. It also is one of the top funds in one year return among similar funds reporting about  13.69  of One Year Return per Price To Book. 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 Fidelity Blue's earnings, one of the primary drivers of an investment's value.

Fidelity One Year Return vs. Price To Book

Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.

Fidelity Blue

P/B

 = 

MV Per Share

BV Per Share

 = 
3.93 X
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Fidelity Blue

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
53.79 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Fidelity One Year Return Comparison

Fidelity Blue is currently under evaluation in one year return among similar funds.

Fidelity Blue Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Fidelity Blue, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fidelity Blue will eventually generate negative long term returns. The profitability progress is the general direction of Fidelity Blue's change in net profit over the period of time. It can combine multiple indicators of Fidelity Blue, 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.
It normally invests at least 80 percent of assets in blue chip companies s view, are well-known, well-established and well-capitalized, which generally have large or medium market capitalizations. Fidelity Blue is traded on NASDAQ Exchange in the United States.

Fidelity Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Fidelity Blue. 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 Fidelity Blue 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 Fidelity Blue's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity Blue without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Use Investing Themes to Complement your Fidelity Blue position

In addition to having Fidelity Blue 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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Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 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 Shipping Containers Theme or any other thematic opportunities.
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Other Information on Investing in Fidelity Mutual Fund

To fully project Fidelity Blue's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fidelity Blue Chip 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 Fidelity Blue's income statement, its balance sheet, and the statement of cash flows.
Potential Fidelity Blue investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Fidelity Blue investors may work on each financial statement separately, they are all related. The changes in Fidelity Blue's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Fidelity Blue'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.
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