Moog Shares Owned By Institutions vs. Return On Equity

MOG-A Stock  USD 210.16  4.60  2.14%   
Considering the key profitability indicators obtained from Moog's historical financial statements, Moog Inc 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 Moog's ability to earn profits and add value for shareholders. At present, Moog's Days Sales Outstanding is projected to increase significantly based on the last few years of reporting. The current year's Days Of Sales Outstanding is expected to grow to 125.51, whereas Price To Sales Ratio is forecasted to decline to 1.08. At present, Moog's Operating Income is projected to increase significantly based on the last few years of reporting. The current year's Income Before Tax is expected to grow to about 281.2 M, whereas Accumulated Other Comprehensive Income is projected to grow to (533.6 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.270.2762
Fairly Down
Slightly volatile
Net Profit Margin0.05150.0574
Moderately Down
Very volatile
Operating Profit Margin0.09490.1079
Fairly Down
Pretty Stable
Pretax Profit Margin0.06510.0742
Fairly Down
Slightly volatile
Return On Assets0.04490.0506
Fairly Down
Slightly volatile
Return On Equity0.10.1114
Moderately Down
Slightly volatile
For Moog profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Moog to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Moog Inc utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Moog's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Moog Inc over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Moog's value and its price as these two are different measures arrived at by different means. Investors typically determine if Moog is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Moog'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.

Moog Inc Return On Equity vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Moog's current stock value. Our valuation model uses many indicators to compare Moog value to that of its competitors to determine the firm's financial worth.
Moog Inc is considered to be number one stock in shares owned by institutions category among its peers. It is regarded third in return on equity category among its peers . The ratio of Shares Owned By Institutions to Return On Equity for Moog Inc is about  827.68 . At present, Moog's Return On Equity is projected to slightly decrease based on the last few years of reporting. 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 Moog's earnings, one of the primary drivers of an investment's value.

Moog Return On Equity 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.

Moog

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
98.08 %
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.
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Moog

Return On Equity

 = 

Net Income

Total Equity

 = 
0.12
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

Moog Return On Equity Comparison

Moog is currently under evaluation in return on equity category among its peers.

Moog Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Moog, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Moog will eventually generate negative long term returns. The profitability progress is the general direction of Moog's change in net profit over the period of time. It can combine multiple indicators of Moog, 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 ReportedProjected for Next Year
Accumulated Other Comprehensive Income-561.6 M-533.6 M
Operating Income389.3 M408.7 M
Income Before Tax267.8 M281.2 M
Net Income207.2 M217.6 M
Income Tax Expense60.6 M63.6 M
Total Other Income Expense Net-121.4 M-115.4 M
Net Income From Continuing Ops196.6 M144.4 M
Net Income Applicable To Common Shares196.6 M144.7 M
Net Interest Income-57.2 M-60.1 M
Non Operating Income Net Other4.1 M3.6 M
Change To Netincome4.2 MM
Net Income Per Share 6.48  5.37 
Income Quality 0.98  0.79 
Net Income Per E B T 0.77  0.79 

Moog Profitability Driver Comparison

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

Use Moog 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 Moog 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 Moog will appreciate offsetting losses from the drop in the long position's value.

Moog Pair Trading

Moog Inc Pair Trading Analysis

The ability to find closely correlated positions to Moog could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Moog 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 Moog - 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 Moog Inc to buy it.
The correlation of Moog 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 Moog moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Moog Inc 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 Moog 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 Moog position

In addition to having Moog 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 Fabricated Products Thematic Idea Now

Fabricated Products
Fabricated Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Fabricated Products theme has 11 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 Fabricated Products Theme or any other thematic opportunities.
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Other Information on Investing in Moog Stock

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