Oakmark Global Valuation

OAKWX Fund  USD 22.02  0.09  0.41%   
At this time, the fund appears to be fairly valued. Oakmark Global Select holds a recent Real Value of $21.83 per share. The prevailing price of the fund is $22.02. We determine the value of Oakmark Global Select from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Fairly Valued
Today
22.02
Please note that Oakmark Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oakmark Global Select holds a recent Real Value of $21.83 per share. The prevailing price of the fund is $22.02. We determine the value of Oakmark Global Select from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Oakmark Global Select is useful when determining the fair value of the Oakmark mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Oakmark Global. Since Oakmark Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  22.02 Real  21.83 Hype  22.02 Naive  22.0
The real value of Oakmark Mutual Fund, also known as its intrinsic value, is the underlying worth of Oakmark Global Select Mutual Fund, which is reflected in its stock price. It is based on Oakmark Global's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Oakmark Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oakmark Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
21.83
Real Value
22.56
Upside
Estimating the potential upside or downside of Oakmark Global Select helps investors to forecast how Oakmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oakmark Global more accurately as focusing exclusively on Oakmark Global's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
21.5321.8122.09
Details
Hype
Prediction
LowEstimatedHigh
21.2922.0222.75
Details
Naive
Forecast
LowNext ValueHigh
21.2722.0022.73
Details

Oakmark Global Valuation Ratios as Compared to Competition

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 three year return among similar funds. It is regarded fifth largest fund in equity positions weight among similar funds making about  92.85  of Equity Positions Weight per Three Year Return. . 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.
Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates Oakmark Global's worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in Oakmark Global and how it compares across the competition.

About Oakmark Global Valuation

The fund valuation mechanism determines the current worth of Oakmark Global Select on a weekly basis. We use both absolute as well as relative valuation methodologies to arrive at the intrinsic value of Oakmark Global Select. In general, an absolute valuation paradigm, as applied to this mutual fund, attempts to find the value of Oakmark Global Select based exclusively on its fundamental and basic technical indicators. By analyzing Oakmark Global's financials, quarterly and monthly indicators, and its related drivers such as dividends, operating cash flow, and various types of growth rates, we attempt to find the most accurate representation of Oakmark Global's intrinsic value. In some cases, mostly for established, large-cap companies, we also incorporate more traditional valuation methods such as dividend discount, discounted cash flow, or asset-based models. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oakmark Global. We calculate exposure to Oakmark Global's market risk, different technical and fundamental indicators, relevant financial multiples and ratios, and then comparing them to Oakmark Global's related companies.
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.

8 Steps to conduct Oakmark Global's Valuation Analysis

Mutual Fund's valuation is the process of determining the worth of any mutual fund in monetary terms. It estimates Oakmark Global's potential worth based on factors such as financial performance, market conditions, growth prospects, and overall economic environment. The result of mutual fund valuation is a single number representing a Mutual Fund's current market value. This value can be used as a benchmark for various financial transactions such as mergers and acquisitions, initial public offerings (IPOs), or private equity investments. To conduct Oakmark Global's valuation analysis, follow these 8 steps:
  • Gather financial information: Obtain Oakmark Global's financial statements, including balance sheets, income statements, and cash flow statements.
  • Determine Oakmark Global's revenue streams: Identify Oakmark Global's primary sources of revenue, including products or services offered, target markets, and pricing strategies.
  • Analyze market data: Research Oakmark Global's industry and market trends, including the size of the market, growth rate, and competition.
  • Establish Oakmark Global's growth potential: Evaluate Oakmark Global's management, business model, and growth potential.
  • Determine Oakmark Global's financial performance: Analyze its financial statements to assess its historical performance and future potential.
  • Choose a valuation method: Consider the Mutual Fund's specific circumstances and choose an appropriate valuation method, such as the discounted cash flow (DCF) or comparable analysis method.
  • Calculate the value: Apply the chosen valuation method to the financial information and market data to calculate Oakmark Global's estimated value.
  • Review and adjust: Review the results and make necessary adjustments, considering any relevant factors that may have been missed or overlooked.
Note: This is a general outline, and different approaches and methods may be used depending on the type and size of the mutual fund being valued. We also recomment to seek professional assistance to ensure accuracy.
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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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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.