SunOpta Price To Book vs. Current Valuation
| SOY Stock | CAD 10.80 0.41 3.66% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.23 | 0.1406 |
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| Operating Profit Margin | 0.0138 | 0.0131 |
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For SunOpta profitability analysis, we use financial ratios and fundamental drivers that measure the ability of SunOpta to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well SunOpta utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between SunOpta's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of SunOpta over time as well as its relative position and ranking within its peers.
SunOpta |
SunOpta Current Valuation vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining SunOpta's current stock value. Our valuation model uses many indicators to compare SunOpta value to that of its competitors to determine the firm's financial worth. SunOpta is currently regarded as top stock in price to book category among its peers. It also is currently regarded number one company in current valuation category among its peers reporting about 323,668,381 of Current Valuation per Price To Book. Comparative valuation analysis is a catch-all model that can be used if you cannot value SunOpta by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for SunOpta's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.SunOpta Current Valuation vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
SunOpta |
| = | 5.80 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
SunOpta |
| = | 1.88 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.
SunOpta Current Valuation vs Competition
SunOpta is currently regarded number one company in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Consumer Staples industry is at this time estimated at about 9.74 Billion. SunOpta retains roughly 1.88 Billion in current valuation claiming about 19% of stocks in Consumer Staples industry.
SunOpta Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in SunOpta, profitability is also one of the essential criteria for including it into their portfolios because, without profit, SunOpta will eventually generate negative long term returns. The profitability progress is the general direction of SunOpta's change in net profit over the period of time. It can combine multiple indicators of SunOpta, 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 | 2 M | 2.1 M | |
| Total Other Income Expense Net | -26.9 M | -25.6 M | |
| Net Loss | -175 M | -166.3 M | |
| Income Tax Expense | 3.3 M | 3.4 M | |
| Operating Income | 8.3 M | 10.1 M | |
| Income Before Tax | -18.6 M | -17.7 M | |
| Net Loss | -21.9 M | -23 M | |
| Net Loss | -9.1 M | -9.6 M | |
| Interest Income | 495 K | 470.2 K | |
| Net Interest Income | -25.3 M | -26.6 M | |
| Change To Netincome | 24.8 M | 19.1 M | |
| Net Loss | (1.53) | (1.46) | |
| Income Quality | (0.68) | (0.71) | |
| Net Income Per E B T | 9.39 | 9.86 |
SunOpta Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on SunOpta. 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 SunOpta 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 SunOpta's important profitability drivers and their relationship over time.
Use SunOpta 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 SunOpta 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 SunOpta will appreciate offsetting losses from the drop in the long position's value.SunOpta Pair Trading
SunOpta Pair Trading Analysis
The ability to find closely correlated positions to SunOpta could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace SunOpta 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 SunOpta - 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 SunOpta to buy it.
The correlation of SunOpta 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 SunOpta moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if SunOpta 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 SunOpta 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 SunOpta position
In addition to having SunOpta 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 Convertibles Funds Thematic Idea Now
Convertibles Funds
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 13 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 Convertibles Funds Theme or any other thematic opportunities.
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Check out World Market Map. To learn how to invest in SunOpta Stock, please use our How to Invest in SunOpta guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
To fully project SunOpta's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of SunOpta 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 SunOpta's income statement, its balance sheet, and the statement of cash flows.