William Blair Price To Book vs. Five Year Return

WBENX Fund  USD 11.97  0.15  1.24%   
Considering William Blair's profitability and operating efficiency indicators, William Blair Emerging may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess William Blair's ability to earn profits and add value for shareholders.
For William Blair profitability analysis, we use financial ratios and fundamental drivers that measure the ability of William Blair to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well William Blair Emerging utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between William Blair's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of William Blair Emerging over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between William Blair's value and its price as these two are different measures arrived at by different means. Investors typically determine if William Blair is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, William Blair'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.

William Blair Emerging Five Year Return vs. Price To Book Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining William Blair's current stock value. Our valuation model uses many indicators to compare William Blair value to that of its competitors to determine the firm's financial worth.
William Blair Emerging is rated third in price to book among similar funds. It is rated fourth in five year return among similar funds reporting about  1.09  of Five Year Return per Price To Book. 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 William Blair's earnings, one of the primary drivers of an investment's value.

William Five Year Return 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.

William Blair

P/B

 = 

MV Per Share

BV Per Share

 = 
2.60 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.
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.

William Blair

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.82 %
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.

William Five Year Return Comparison

William Blair is currently under evaluation in five year return among similar funds.

William Blair Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in William Blair, profitability is also one of the essential criteria for including it into their portfolios because, without profit, William Blair will eventually generate negative long term returns. The profitability progress is the general direction of William Blair's change in net profit over the period of time. It can combine multiple indicators of William Blair, 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 normally invests at least 80 percent of its net assets in emerging markets securities. William Blair is traded on NASDAQ Exchange in the United States.

William Profitability Driver Comparison

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

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Small Value Funds Theme
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 43 constituents at this time.
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Other Information on Investing in William Mutual Fund

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