Reaves Utility Competition

Funds . USA . 
Fund . Reaves Utility If
UTG Fund  USD 26.66  0.17  0.64%   
Reaves Utility If competes with Cohen Steers, Cohen Steers, Pimco Corporate, Tekla Healthcare, and Cohen; as well as few others. The fund is not listed under any group at the present time. Analyzing Reaves Utility competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Reaves Utility to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Reaves Utility Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Reaves Utility competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Reaves Utility's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
25.9726.6327.29
Details
Intrinsic
Valuation
LowRealHigh
25.8226.4827.14
Details
Naive
Forecast
LowNextHigh
26.4427.0927.75
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.4426.2026.97
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Reaves Utility. Your research has to be compared to or analyzed against Reaves Utility's peers to derive any actionable benefits. When done correctly, Reaves Utility's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Reaves Utility If.

Reaves Utility Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Reaves Utility and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Reaves and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Reaves Utility If does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RFI
+ 0.92
RQI
CSQ
+ 0.88
PTY
RQI
+ 0.85
RNP
RFI
+ 0.82
RNP
PCN
+ 0.79
PTY
PDO
+ 0.77
UTF
  
High negative correlations   
UTF
- 0.43
HQH
GOF
- 0.4
HQH
GOF
- 0.28
RFI
GOF
- 0.17
RQI
PDO
- 0.11
HQH
RFI
- 0.08
UTF

Risk-Adjusted Indicators

There is a big difference between Reaves Fund performing well and Reaves Utility Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Reaves Utility's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
RNP  0.83 (0.08) 0.00 (0.03) 0.00 
 0.00 
 1.39 
(1.63)
 5.13 
RQI  0.96 (0.16) 0.00 (0.07) 0.00 
 0.00 
 2.02 
(2.10)
 6.18 
PTY  0.43  0.07  0.03  0.17  0.97 
(0.42)
 1.01 
(1.01)
 4.75 
HQH  0.61 (0.04) 0.00  0.35  0.00 
 0.00 
 1.20 
(1.58)
 3.73 
UTF  0.83  0.06  0.05  0.13  0.86 
(0.89)
 1.91 
(1.31)
 6.39 
RFI  0.88 (0.15) 0.00 (0.07) 0.00 
 0.00 
 1.59 
(2.23)
 6.13 
PDO  0.47  0.03  0.01  0.12  0.60 
(0.53)
 1.00 
(1.07)
 3.51 
CSQ  0.61 (0.01)(0.02) 0.03  0.86 
(0.57)
 1.41 
(1.27)
 3.86 
GOF  0.74  0.17  0.11 (0.85) 0.82 
(0.78)
 1.92 
(1.61)
 4.54 
PCN  0.48 (0.05) 0.00 (0.05) 0.00 
 0.00 
 0.95 
(1.42)
 5.88 

Reaves Utility Competitive Analysis

The better you understand Reaves Utility competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Reaves Utility's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Reaves Utility's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
UTG RNP RQI PTY HQH UTF RFI PDO CSQ GOF
 0.64 
 26.66 
Reaves
 1.37 
 19.97 
Cohen
 1.18 
 11.15 
Cohen
 0.62 
 14.51 
Pimco
 0.79 
 16.65 
Tekla
 0.48 
 23.11 
Cohen
 1.52 
 11.34 
Cohen
 0.84 
 13.28 
Pimco
 0.95 
 15.86 
Calamos
 0.27 
 14.68 
Guggenheim
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Weak
Very Weak
OK
Very Weak
OK
Very Weak
OK
Modest
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Above Average
Low
Low
About Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Strong Sell
Not Available
Not Available
Hold
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Strong Sell
Strong Hold
Strong Hold
Strong Hold
Strong Hold
Sell
Current Ratio
N/A
0.05
2.03
0.38
3.21
0.08
1.41
11.97
11.76
N/A
Net Asset
N/A
N/A
32.92 M
7.85 B
932.49 M
N/A
N/A
3.32 B
N/A
2.03 B
Profit Margin
81.1
-181.16
-161.98
-154.7
5.47
63.49
-198.65
N/A
-164.61
N/A
EBITDA
N/A
N/A
N/A
N/A
56.33 M
N/A
N/A
388.73 K
N/A
N/A
Price To Book
0.89
0.96
0.89
1.16
0.85
1.02
1.0
0.29
1.05
N/A
Operating Margin
65.72
77.62
57.61
93.02
-0.22
68.92
57.67
N/A
37.72
N/A
Current Valuation
2.46 B
1.46 B
2.4 B
2.65 B
816.78 M
3.16 B
327.51 M
2.99 B
3.28 B
N/A
Five Year Return
1.8
4.89
4.13
7.22
8.9
5.08
4.16
N/A
13.05
6.79
Retained Earnings
(63.22 M)
(525.56 M)
N/A
N/A
5.97 M
(130.91 M)
(12.21 M)
(516.48 M)
N/A
(52.72 M)
Current Asset
113.6 M
N/A
N/A
N/A
N/A
N/A
N/A
8.02 M
N/A
N/A
One Year Return
0.65
9.76
4.6
17.09
N/A
2.59
3.93
N/A
27.6
12.87
Beta
0.72
1.07
1.27
0.8
0.74
1.02
1.06
1.18
1.36
0.55
Shares Outstanding
68.53 M
47.59 M
134.3 M
121.47 M
50.62 M
93.72 M
26.27 M
113.53 M
157.31 M
54.22 M
Three Year Return
-1.25
-0.77
-1.59
4.34
N/A
1.78
-1.01
N/A
5.46
4.11
Cash Flow From Operations
(261.1 M)
50.69 M
92.47 M
308.11 M
(65.41 M)
136.78 M
N/A
(402.32 K)
212.57 M
N/A
Annual Yield
0.0093
0.0068
0.007
0.0089
0.1
0.0042
0.0047
0.14
0.005
0.0071
Return On Equity
2.52
-9.16
-5.31
5.55
0.061
2.83
-4.62
N/A
-4.21
N/A
Return On Asset
1.06
1.78
0.88
3.33
-8.0E-4
1.37
0.84
N/A
0.42
N/A
Number Of Shares Shorted
20.74 K
83.42 K
143.07 K
108.72 K
24.8 K
178.19 K
64.63 K
1.53 M
333.31 K
1.16 M
Book Value Per Share
32.96
23.62
14.17
11.21
18.84
24.62
13.09
N/A
13.3
N/A
Current Liabilities
149.1 M
N/A
N/A
N/A
N/A
N/A
N/A
670 K
N/A
N/A
Total Asset
1.92 B
693.36 M
32.9 M
N/A
932.49 M
976.54 M
79.98 M
3.32 B
N/A
36.62 M
Last Dividend Paid
2.28
1.63
0.96
1.43
1.61
1.86
0.96
N/A
1.23
2.19
Debt To Equity
0.2
0.41
0.37
0.48
0.011
0.39
N/A
N/A
0.48
N/A
Short Ratio
0.08
0.5
0.35
0.27
0.18
0.97
1.12
3.48
1.15
2.31
Shares Owned By Institutions
10.15
16.99
16.29
8.74
28.34
17.0
23.95
19.7
37.23
14.15
Market Capitalization
2.34 B
1.21 B
2.15 B
1.75 B
846.95 M
2.67 B
409.04 M
1.5 B
1.4 B
1.86 B
Price To Earning
34.98
60.05
2.09
14.14
3.38
31.28
2.74
6.65
9.66
8.8
Price To Sales
30.43
18.02
25.63
9.11
76.62
21.29
39.72
18.94
33.41
N/A
Net Income
53.66 M
(108.62 M)
(107.29 M)
(269.38 M)
56.33 M
69.87 M
(17.13 M)
(361.47 M)
(108.5 M)
N/A
Earnings Per Share
0.84
0.38
6.06
0.92
1.09
-1.25
-0.1
-0.13
1.45
1.98
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.01
0.15
N/A
Year To Date Return
0.0586
2.26
0.43
3.67
N/A
0.66
0.38
N/A
7.55
2.23
Revenue
66.16 M
59.96 M
66.23 M
173.43 M
58.12 M
110.04 M
8.62 M
247.68 M
65.91 M
N/A
Working Capital
(35.5 M)
N/A
N/A
N/A
N/A
N/A
N/A
7.35 M
N/A
N/A
Cash And Equivalents
70.17 K
1.26 M
256.82 K
5.69 M
62
5.67 M
122.03 K
6.5 M
N/A
N/A
Cash Per Share
N/A
0.03
N/A
0.05
N/A
0.06
N/A
1.36
N/A
N/A
Gross Profit
57.56 M
56.91 M
61.79 M
173.43 M
8.27 M
106.87 M
8.15 M
N/A
69.96 M
11.48 M
Day Typical Price
26.67
19.97
11.19
14.49
16.65
23.15
11.33
13.28
15.87
14.7
Accumulation Distribution
2720.82
1054.45
4455.13
2129.4
N/A
1489.55
463.55
N/A
1861.14
4906.43
Daily Balance Of Power
0.68
1.173913
0.7222
1.285714
9.2 T
0.4783
1.7
9.2 T
0.9375
0.3636
Period Momentum Indicator
0.17
0.27
0.13
0.09
0.13
0.11
0.17
0.11
0.15
0.04
Rate Of Daily Change
1.01
1.01
1.01
1.01
1.01
1.0
1.02
1.01
1.01
1.0
Day Median Price
26.68
19.98
11.21
14.48
16.65
23.17
11.32
13.28
15.87
14.71
Price Action Indicator
0.07
0.13
0.005
0.08
0.065
N/A
0.11
0.055
0.065
(0.01)
Coefficient Of Variation
1788.41
(5,307)
(1,468)
817.99
(2,423)
1009.88
(1,476)
1020.0
1974.93
561.31
Mean Deviation
0.548
0.8293
0.9641
0.4311
0.6053
0.832
0.883
0.4748
0.6124
0.743
Jensen Alpha
(0.0008)
(0.08)
(0.16)
0.0661
(0.04)
0.0626
(0.15)
0.0332
(0.01)
0.1732
Total Risk Alpha
(0.02)
(0.10)
(0.18)
0.0325
(0.10)
0.0212
(0.18)
0.0083
(0.03)
0.0957
Sortino Ratio
(0.02)
N/A
N/A
0.0267
N/A
0.0529
N/A
0.0137
(0.02)
0.1092
Downside Variance
0.536
N/A
N/A
2.82
N/A
0.9699
N/A
0.452
0.8829
1.19
Standard Deviation
0.6949
1.05
1.26
0.8173
0.8121
1.08
1.2
0.6567
0.7943
0.9795
Kurtosis
0.1077
(0.15)
0.0347
12.23
0.2772
1.18
0.9253
1.54
0.2045
0.2322
Potential Upside
0.9912
1.39
2.02
1.01
1.2
1.91
1.59
0.9985
1.41
1.92
Treynor Ratio
0.0439
(0.03)
(0.07)
0.1709
0.3454
0.1268
(0.07)
0.116
0.0307
(0.85)
Maximum Drawdown
3.45
5.13
6.18
4.75
3.73
6.39
6.13
3.51
3.86
4.54
Variance
0.4828
1.1
1.58
0.6679
0.6595
1.17
1.43
0.4312
0.6308
0.9594
Market Risk Adjusted Performance
0.0539
(0.02)
(0.06)
0.1809
0.3554
0.1368
(0.06)
0.126
0.0407
(0.84)
Risk Adjusted Performance
0.0367
(0.01)
(0.04)
0.0808
(0.02)
0.0678
(0.04)
0.0633
0.0345
0.118
Skewness
(0.08)
(0.22)
(0.1)
(2.99)
(0.20)
0.4613
0.033
(0.40)
(0.33)
(0.31)
Semi Deviation
0.6783
N/A
N/A
0.9653
N/A
0.8614
N/A
0.597
0.862
0.8189
Information Ratio
(0.02)
(0.07)
(0.11)
0.0548
(0.11)
0.0481
(0.11)
0.014
(0.02)
0.1218
Value At Risk
(1.12)
(1.63)
(2.10)
(1.01)
(1.58)
(1.31)
(2.23)
(1.07)
(1.27)
(1.61)
Expected Short fall
(0.56)
N/A
N/A
(0.42)
N/A
(0.89)
N/A
(0.53)
(0.57)
(0.78)
Downside Deviation
0.7321
N/A
N/A
1.68
N/A
0.9848
N/A
0.6723
0.9396
1.09
Semi Variance
0.4601
N/A
N/A
0.9319
N/A
0.742
N/A
0.3564
0.7431
0.6706

Reaves Utility Competition Performance Charts

Five steps to successful analysis of Reaves Utility Competition

Reaves Utility's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Reaves Utility If in relation to its competition. Reaves Utility's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Reaves Utility in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Reaves Utility's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Reaves Utility If, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Reaves Utility position

In addition to having Reaves Utility 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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Baby Boomer Prospects
Baby Boomer Prospects Theme
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 98 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 Baby Boomer Prospects Theme or any other thematic opportunities.
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Check out Reaves Utility Correlation with its peers.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
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Please note, there is a significant difference between Reaves Utility's value and its price as these two are different measures arrived at by different means. Investors typically determine if Reaves Utility is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Reaves Utility'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.
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