XAI Octagon Total Asset vs. Shares Owned By Institutions

XFLT-PA Preferred Stock  USD 25.25  0.05  0.20%   
Considering XAI Octagon's profitability and operating efficiency indicators, XAI Octagon Floating may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess XAI Octagon's ability to earn profits and add value for shareholders.
For XAI Octagon profitability analysis, we use financial ratios and fundamental drivers that measure the ability of XAI Octagon to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well XAI Octagon Floating utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between XAI Octagon's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of XAI Octagon Floating 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 XAI Octagon's value and its price as these two are different measures arrived at by different means. Investors typically determine if XAI Octagon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, XAI Octagon'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.

XAI Octagon Floating Shares Owned By Institutions vs. Total Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining XAI Octagon's current stock value. Our valuation model uses many indicators to compare XAI Octagon value to that of its competitors to determine the firm's financial worth.
XAI Octagon Floating is rated fourth in total asset category among its peers. It is rated first in shares owned by institutions category among its peers . The ratio of Total Asset to Shares Owned By Institutions for XAI Octagon Floating is about  6,982,433 . Comparative valuation analysis is a catch-all model that can be used if you cannot value XAI Octagon by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for XAI Octagon's Preferred 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.

XAI Shares Owned By Institutions vs. Total Asset

Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.

XAI Octagon

Total Asset

 = 

Tangible Assets

+

Intangible Assets

 = 
404.98 M
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
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.

XAI Octagon

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
58.00 %
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.

XAI Shares Owned By Institutions Comparison

XAI Octagon is currently under evaluation in shares owned by institutions category among its peers.

XAI Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on XAI Octagon. 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 XAI Octagon 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 XAI Octagon'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 XAI Octagon 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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Piotroski F Score

Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
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Use Investing Themes to Complement your XAI Octagon position

In addition to having XAI Octagon 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.

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ESG Investing
ESG Investing Theme
Sustainable investments that promote the conservation of the natural world, social resposibility, freindly employees policies and strong governance. The ESG Investing theme has 51 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 ESG Investing Theme or any other thematic opportunities.
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Other Information on Investing in XAI Preferred Stock

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