Optimum Small-mid Financial Statements From 2010 to 2024
| OASVX Fund | USD 13.50 0.15 1.12% |
Check Optimum Small-mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Optimum main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Optimum financial statements analysis is a perfect complement when working with Optimum Small-mid Valuation or Volatility modules.
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Optimum Small Mid Cap Mutual Fund Price To Earning Analysis
Optimum Small-mid's 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.
Current Optimum Small-mid Price To Earning | 15.74 X |
Most of Optimum Small-mid's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Optimum Small Mid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
Based on the latest financial disclosure, Optimum Small Mid Cap has a Price To Earning of 15.74 times. This is 61.6% lower than that of the Delaware Funds by Macquarie family and significantly higher than that of the Small Value category. The price to earning for all United States funds is notably lower than that of the firm.
Optimum Small Mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Optimum Small-mid's current stock value. Our valuation model uses many indicators to compare Optimum Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Optimum Small-mid competition to find correlations between indicators driving Optimum Small-mid's intrinsic value. More Info.Optimum Small Mid Cap is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Optimum Small Mid Cap is roughly 8.99 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Optimum Small-mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Optimum Small-mid's Mutual Fund. 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. 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 Optimum Small-mid's earnings, one of the primary drivers of an investment's value.About Optimum Small-mid Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Optimum Small-mid income statement, its balance sheet, and the statement of cash flows. Optimum Small-mid investors use historical funamental indicators, such as Optimum Small-mid's revenue or net income, to determine how well the company is positioned to perform in the future. Although Optimum Small-mid investors may use each financial statement separately, they are all related. The changes in Optimum Small-mid's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Optimum Small-mid'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. We offer a historical overview of the basic patterns found on Optimum Small-mid Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Optimum Small-mid. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Value Index.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Optimum Small-mid in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Optimum Small-mid's short interest history, or implied volatility extrapolated from Optimum Small-mid options trading.
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Try AI Portfolio ArchitectCheck out the analysis of Optimum Small-mid Correlation against competitors. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.