Herald Investment Profit Margin vs. Current Valuation
| HRI Stock | 2,495 5.00 0.20% |
For Herald Investment profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Herald Investment to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Herald Investment Trust utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Herald Investment's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Herald Investment Trust over time as well as its relative position and ranking within its peers.
Herald |
Herald Investment Trust Current Valuation vs. Profit Margin Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Herald Investment's current stock value. Our valuation model uses many indicators to compare Herald Investment value to that of its competitors to determine the firm's financial worth. Herald Investment Trust is one of the top stocks in profit margin category among its peers. It also is rated as one of the top companies in current valuation category among its peers reporting about 1,379,386,804 of Current Valuation per Profit Margin. 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 Herald Investment's earnings, one of the primary drivers of an investment's value.Herald Current Valuation vs. Profit Margin
Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
Herald Investment |
| = | 0.93 % |
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
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.
Herald Investment |
| = | 1.28 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.
Herald Current Valuation vs Competition
Herald Investment Trust is rated as one of the top companies in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 5.34 Billion. Herald Investment totals roughly 1.28 Billion in current valuation claiming about 24% of equities under Financials industry.
Herald Investment Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Herald Investment, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Herald Investment will eventually generate negative long term returns. The profitability progress is the general direction of Herald Investment's change in net profit over the period of time. It can combine multiple indicators of Herald Investment, 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.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | 775.1 M | 710.8 M | |
| Operating Income | 50 M | 76.1 M | |
| Income Before Tax | 48.7 M | 74.6 M | |
| Total Other Income Expense Net | -1.3 M | -1.4 M | |
| Net Loss | -466.4 M | -443 M | |
| Net Income | 48.7 M | 93.9 M | |
| Income Tax Expense | 559 K | 587 K | |
| Net Income From Continuing Ops | 48.1 M | 74.2 M | |
| Net Interest Income | 4.9 M | 5.1 M | |
| Interest Income | 4.9 M | 5.1 M | |
| Change To Netincome | 526.7 M | 553.1 M |
Herald Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Herald Investment. 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 Herald Investment 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 Herald Investment's important profitability drivers and their relationship over time.
Use Herald Investment 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 Herald Investment 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 Herald Investment will appreciate offsetting losses from the drop in the long position's value.Herald Investment Pair Trading
Herald Investment Trust Pair Trading Analysis
The ability to find closely correlated positions to Herald Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Herald Investment 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 Herald Investment - 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 Herald Investment Trust to buy it.
The correlation of Herald Investment 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 Herald Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Herald Investment Trust 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 Herald Investment 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.Use Investing Themes to Complement your Herald Investment position
In addition to having Herald Investment 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.Did You Try This Idea?
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Other Information on Investing in Herald Stock
To fully project Herald Investment's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Herald Investment Trust 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 Herald Investment's income statement, its balance sheet, and the statement of cash flows.