Ivy Science Financials
ISTNX Fund | USD 71.23 0.19 0.27% |
With this module, you can analyze Ivy financials for your investing period. You should be able to track the changes in Ivy Science individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Ivy |
Understanding current and past Ivy Science Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Ivy Science's financial statements are interrelated, with each one affecting the others. For example, an increase in Ivy Science's assets may result in an increase in income on the income statement.
Evaluating Ivy Science's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Ivy Science's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Ivy Science's relative financial performance
Chance Of Distress
Less than 36
100 | Zero |
Below Average
Ivy Science And has less than 36 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Ivy Science mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
More InfoThe data published in Ivy Science's official financial statements usually reflect Ivy Science's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Ivy Science And. For example, before you start analyzing numbers published by Ivy accountants, it's critical to develop an understanding of what Ivy Science's liquidity, profitability, and earnings quality are in the context of the Ivy Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Ivy Science, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Ivy Science Company Summary
Ivy Science competes with Vanguard Information, Technology Portfolio, Semiconductors Portfolio, Software And, and Columbia Seligman. The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80 percent of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science andor technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.Specialization | Technology, Large Growth |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
ISIN | US46600A7404 |
Business Address | Ivy Funds |
Mutual Fund Family | Ivy Funds |
Mutual Fund Category | Technology |
Benchmark | NYSE Composite |
Phone | 800 777 6472 |
Currency | USD - US Dollar |
Ivy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ivy Science's current stock value. Our valuation model uses many indicators to compare Ivy Science value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Science competition to find correlations between indicators driving Ivy Science's intrinsic value. More Info.Ivy Science And is rated below average in three year return among similar funds. It is rated below average in price to sales among similar funds fabricating about 0.21 of Price To Sales per Three Year Return. The ratio of Three Year Return to Price To Sales for Ivy Science And is roughly 4.66 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy Science by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy Science'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 Ivy Science's earnings, one of the primary drivers of an investment's value.Ivy Science And Systematic Risk
Ivy Science's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Science volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Ivy Science And correlated with the market. If Beta is less than 0 Ivy Science generally moves in the opposite direction as compared to the market. If Ivy Science Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Science And is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Science is generally in the same direction as the market. If Beta > 1 Ivy Science moves generally in the same direction as, but more than the movement of the benchmark.
About Ivy Science Financials
What exactly are Ivy Science Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Ivy Science's income statement, its balance sheet, and the statement of cash flows. Potential Ivy Science investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Ivy Science investors may use each financial statement separately, they are all related. The changes in Ivy Science's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ivy Science'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.Steps to analyze Ivy Science Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Ivy Science is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Ivy has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Ivy Science's financials are consistent with your investment objective using the following steps:- Review Ivy Science's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Ivy Science's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Ivy Science's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Ivy Science's stock is overvalued or undervalued.
Ivy Science March 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ivy Science help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Science And. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Science And based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Science's daily price indicators and compare them against related drivers.
Downside Deviation | 1.23 | |||
Information Ratio | 0.0739 | |||
Maximum Drawdown | 6.31 | |||
Value At Risk | (1.96) | |||
Potential Upside | 2.48 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Science And. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Complementary Tools for Ivy Mutual Fund analysis
When running Ivy Science's price analysis, check to measure Ivy Science's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ivy Science is operating at the current time. Most of Ivy Science's value examination focuses on studying past and present price action to predict the probability of Ivy Science's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy Science's price. Additionally, you may evaluate how the addition of Ivy Science to your portfolios can decrease your overall portfolio volatility.
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