IShares Consumer Five Year Return vs. Price To Earning
| IYK Etf | USD 66.03 0.29 0.44% |
For IShares Consumer profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Consumer to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Consumer Staples utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Consumer's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Consumer Staples over time as well as its relative position and ranking within its peers.
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The market value of iShares Consumer Staples is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Consumer's value that differs from its market value or its book value, called intrinsic value, which is IShares Consumer'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 IShares Consumer's market value can be influenced by many factors that don't directly affect IShares Consumer'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 IShares Consumer's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Consumer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Consumer'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.
iShares Consumer Staples Price To Earning vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Consumer's current stock value. Our valuation model uses many indicators to compare IShares Consumer value to that of its competitors to determine the firm's financial worth. iShares Consumer Staples is considered the top ETF in five year return as compared to similar ETFs. It also is considered the top ETF in price to earning as compared to similar ETFs reporting about 0.27 of Price To Earning per Five Year Return. The ratio of Five Year Return to Price To Earning for iShares Consumer Staples is roughly 3.73 . Comparative valuation analysis is a catch-all technique that is used if you cannot value IShares Consumer by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.IShares Price To Earning vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
IShares Consumer |
| = | 10.90 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
IShares Consumer |
| = | 2.92 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
IShares Price To Earning Comparison
IShares Consumer is currently under evaluation in price to earning as compared to similar ETFs.
IShares Consumer Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares Consumer, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares Consumer will eventually generate negative long term returns. The profitability progress is the general direction of IShares Consumer's change in net profit over the period of time. It can combine multiple indicators of IShares Consumer, 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.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. US Consumer is traded on NYSEARCA Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares Consumer. 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 IShares Consumer 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 IShares Consumer's important profitability drivers and their relationship over time.
Use IShares Consumer 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 IShares Consumer 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 IShares Consumer will appreciate offsetting losses from the drop in the long position's value.IShares Consumer Pair Trading
iShares Consumer Staples Pair Trading Analysis
The ability to find closely correlated positions to IShares Consumer could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Consumer 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 IShares Consumer - 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 iShares Consumer Staples to buy it.
The correlation of IShares Consumer 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 IShares Consumer moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Consumer Staples 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 IShares Consumer 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 IShares Consumer position
In addition to having IShares Consumer 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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Check out Risk vs Return Analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
To fully project IShares Consumer's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares Consumer Staples 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 IShares Consumer's income statement, its balance sheet, and the statement of cash flows.