William Blair Price To Earning vs. Year To Date 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 Year To Date Return vs. Price To Earning 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 earning among similar funds. It is rated fourth in year to date return among similar funds creating about  0.01  of Year To Date Return per Price To Earning. The ratio of Price To Earning to Year To Date Return for William Blair Emerging is roughly  114.66 . 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 Year To Date Return vs. Price To Earning

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.

William Blair

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
18.30 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.
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.

William Blair

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
0.16 %
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.

William Year To Date Return Comparison

William Blair is currently under evaluation in year to date 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. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments , issued by emerging market companies of all sizes, that the adviser believes have above-average growth, profitability and quality characteristics.

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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Our tools can tell you how much better you can do entering a position in William Blair without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Macroaxis Picks Theme
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 36 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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