Western Asset Revenue vs. Total Debt
| IGI Stock | USD 16.83 0.04 0.24% |
Total Revenue | First Reported 2010-12-31 | Previous Quarter 6.4 M | Current Value 4.2 M | Quarterly Volatility 16.7 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.87 | 0.89 |
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| Net Profit Margin | 0.82 | 1.16 |
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| Pretax Profit Margin | 0.82 | 1.16 |
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For Western Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Western Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Western Asset Investment utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Western Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Western Asset Investment over time as well as its relative position and ranking within its peers.
Western |
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.
Please note, there is a significant difference between Western Asset's value and its price as these two are different measures arrived at by different 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.
Western Asset Investment Total Debt vs. Revenue Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. Western Asset Investment is considered the number one company in revenue category among its peers. It is rated fourth overall in total debt category among its peers making up about 0.14 of Total Debt per Revenue. The ratio of Revenue to Total Debt for Western Asset Investment is roughly 7.14 . As of now, Western Asset's Total Revenue is decreasing as compared to previous years. 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 Western Asset's earnings, one of the primary drivers of an investment's value.Western Revenue vs. Competition
Western Asset Investment is considered the number one company in revenue category among its peers. Market size based on revenue of Financials industry is currently estimated at about 1.02 Billion. Western Asset maintains roughly 7.12 Million in revenue contributing less than 1% to equities under Financials industry.
Western Total Debt vs. Revenue
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Western Asset |
| = | 7.12 M |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Total Debt refers to the amount of long term interest-bearing liabilities that a company carries on its balance sheet. That may include bonds sold to the public, notes written to banks or capital leases. Typically, debt can help a company magnify its earnings, but the burden of interest and principal payments will eventually prevent the firm from borrow excessively.
Western Asset |
| = | 997.22 K |
In most industries, total debt may also include the current portion of long-term debt. Since debt terms vary widely from one company to another, simply comparing outstanding debt obligations between different companies may not be adequate. It is usually meant to compare total debt amounts between companies that operate within the same sector.
Western Total Debt vs Competition
Western Asset Investment is rated fourth overall in total debt category among its peers. Total debt of Financials industry is currently estimated at about 611.11 Million. Western Asset adds roughly 997,219 in total debt claiming only tiny portion of equities under Financials industry.
Western Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Western Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Western Asset will eventually generate negative long term returns. The profitability progress is the general direction of Western Asset's change in net profit over the period of time. It can combine multiple indicators of Western Asset, 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 | ||
| Net Interest Income | 9.2 M | 8.6 M | |
| Interest Income | 9.2 M | 8.6 M | |
| Operating Income | 6.2 M | 3.9 M | |
| Net Income From Continuing Ops | 6.2 M | 3.9 M | |
| Income Before Tax | 6.2 M | 3.9 M | |
| Total Other Income Expense Net | 11.3 K | 11.8 K | |
| Net Income | 6.2 M | 3.9 M | |
| Income Tax Expense | -181.8 K | -190.9 K | |
| Net Income Per Share | 0.74 | 0.50 |
Western Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Western Asset. 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 Western Asset 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 Western Asset's important profitability drivers and their relationship over time.
Use Western Asset 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 Western Asset 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 Western Asset will appreciate offsetting losses from the drop in the long position's value.Western Asset Pair Trading
Western Asset Investment Pair Trading Analysis
The ability to find closely correlated positions to Western Asset could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Western Asset 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 Western Asset - 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 Western Asset Investment to buy it.
The correlation of Western Asset 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 Western Asset moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Western Asset Investment 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 Western Asset 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 Western Asset position
In addition to having Western Asset 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?
Run Recreation Thematic Idea Now
Recreation
Companies involved in production and services of recreational goods, foods, and accessories. The Recreation theme has 45 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 Recreation Theme or any other thematic opportunities.
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To fully project Western Asset's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Western Asset Investment 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 Western Asset's income statement, its balance sheet, and the statement of cash flows.