Poplar Forest Year To Date Return vs. Price To Earning
| PFPFX Fund | USD 49.31 0.06 0.12% |
For Poplar Forest profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Poplar Forest to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Poplar Forest Partners utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Poplar Forest's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Poplar Forest Partners over time as well as its relative position and ranking within its peers.
Poplar |
Poplar Forest Partners Price To Earning vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Poplar Forest's current stock value. Our valuation model uses many indicators to compare Poplar Forest value to that of its competitors to determine the firm's financial worth. Poplar Forest Partners is rated top fund in year to date return among similar funds. It also is rated top fund in price to earning among similar funds reporting about 1.51 of Price To Earning per Year To Date Return. 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 Poplar Forest's earnings, one of the primary drivers of an investment's value.Poplar Price To Earning vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Poplar Forest |
| = | 10.34 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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.
Poplar Forest |
| = | 15.66 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.
Poplar Price To Earning Comparison
Poplar Forest is currently under evaluation in price to earning among similar funds.
Poplar Forest Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Poplar Forest, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Poplar Forest will eventually generate negative long term returns. The profitability progress is the general direction of Poplar Forest's change in net profit over the period of time. It can combine multiple indicators of Poplar Forest, 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 seeks to deliver superior, risk-adjusted returns over full market cycles, by investing primarily in the common stocks of underappreciated companies and industries. It generally focuses on 25 to 35 companies with an investment grade debt rating, a history of paying common stock dividends, and a market capitalization among the top 1,000 companies in the United States.
Poplar Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Poplar Forest. 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 Poplar Forest 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 Poplar Forest's important profitability drivers and their relationship over time.
Use Poplar Forest 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 Poplar Forest 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 Poplar Forest will appreciate offsetting losses from the drop in the long position's value.Poplar Forest Pair Trading
Poplar Forest Partners Pair Trading Analysis
The ability to find closely correlated positions to Poplar Forest could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Poplar Forest 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 Poplar Forest - 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 Poplar Forest Partners to buy it.
The correlation of Poplar Forest 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 Poplar Forest moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Poplar Forest Partners 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 Poplar Forest 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 Poplar Forest position
In addition to having Poplar Forest 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 Railroads Thematic Idea Now
Railroads
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 46 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 Railroads Theme or any other thematic opportunities.
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Other Information on Investing in Poplar Mutual Fund
To fully project Poplar Forest's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Poplar Forest Partners 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 Poplar Forest's income statement, its balance sheet, and the statement of cash flows.
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