Oakmark Global Financials

OAKWX Fund  USD 22.02  0.09  0.41%   
Financial data analysis helps to confirm if markets are presently mispricing Oakmark Global Select. We are able to interpolate and break down sixteen available financial ratios for Oakmark Global Select, which can be compared to its competitors. Use Oakmark Global annual yield and net asset to make sure your decision on pricing Oakmark Global Select is adequate. The fund experiences a normal upward fluctuation. Check odds of Oakmark Global to be traded at $23.12 in 90 days.
With this module, you can analyze Oakmark financials for your investing period. You should be able to track the changes in Oakmark Global individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past Oakmark Global Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oakmark Global's financial statements are interrelated, with each one affecting the others. For example, an increase in Oakmark Global's assets may result in an increase in income on the income statement.
Evaluating Oakmark Global'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 Oakmark Global'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 Oakmark Global's relative financial performance

Chance Of Distress

Less than 41

 
100  
 
Zero
Below Average
Oakmark Global Select has less than 41 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Oakmark Global 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.
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The data published in Oakmark Global's official financial statements usually reflect Oakmark Global'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 Oakmark Global Select. For example, before you start analyzing numbers published by Oakmark accountants, it's critical to develop an understanding of what Oakmark Global's liquidity, profitability, and earnings quality are in the context of the Oakmark space in which it operates.
Please note that past performance is not an indicator of the future performance of Oakmark Global, 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. .

Oakmark Global Company Summary

Oakmark Global competes with Franklin Mutual, Franklin Mutual, Dodge Cox, Dodge Global, and T Rowe. The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40 percent of its total assets in securities of non-U.S. companies . The fund is non-diversified.
Specialization
World Large-Stock Value, Large Value
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS4138388222
Business AddressHarris Associates LP
Mutual Fund FamilyOakmark
Mutual Fund CategoryWorld Large-Stock Value
BenchmarkNYSE Composite
Phone800 625 6275
CurrencyUSD - US Dollar
You should never invest in Oakmark Global without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Oakmark Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Oakmark Global's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Oakmark Global Key Financial Ratios

Generally speaking, Oakmark Global's financial ratios allow both analysts and investors to convert raw data from Oakmark Global's financial statements into concise, actionable information that can be used to evaluate the performance of Oakmark Global over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Oakmark Global Select reports annually and quarterly.

Oakmark Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Global's current stock value. Our valuation model uses many indicators to compare Oakmark Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Global competition to find correlations between indicators driving Oakmark Global's intrinsic value. More Info.
Oakmark Global Select is rated below average in annual yield among similar funds. It is rated below average in net asset among similar funds making up about  132,276,190,476  of Net Asset per Annual Yield. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Global'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 Oakmark Global's earnings, one of the primary drivers of an investment's value.

Oakmark Global Select Systematic Risk

Oakmark Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Global 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Oakmark Global Select correlated with the market. If Beta is less than 0 Oakmark Global generally moves in the opposite direction as compared to the market. If Oakmark Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Global Select is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Global is generally in the same direction as the market. If Beta > 1 Oakmark Global moves generally in the same direction as, but more than the movement of the benchmark.

About Oakmark Global Financials

What exactly are Oakmark Global 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 Oakmark Global's income statement, its balance sheet, and the statement of cash flows. Potential Oakmark Global investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Oakmark Global investors may use each financial statement separately, they are all related. The changes in Oakmark Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Global'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 Oakmark Global 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 Oakmark Global 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 Oakmark 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 Oakmark Global's financials are consistent with your investment objective using the following steps:
  • Review Oakmark Global'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 Oakmark Global'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 Oakmark Global'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 Oakmark Global's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. Oakmark Global Select is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 99.26 Billion. Oakmark Global claims roughly 1.11 Billion in net asset contributing just under 2% to World Large-Stock Value category.

Oakmark Global March 29, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oakmark Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Global Select. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Global Select based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Global's daily price indicators and compare them against related drivers.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark Global Select. 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 housing.
You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

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When running Oakmark Global's price analysis, check to measure Oakmark Global'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 Oakmark Global is operating at the current time. Most of Oakmark Global's value examination focuses on studying past and present price action to predict the probability of Oakmark Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oakmark Global's price. Additionally, you may evaluate how the addition of Oakmark Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakmark Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oakmark Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Global'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.