Oakmark Global Select Fund Probability Of Bankruptcy
OAKWX Fund | USD 22.02 0.09 0.41% |
Oakmark |
Oakmark Probability Of Bankruptcy Analysis
Oakmark Global's Probability Of Bankruptcy is a relative measure of the likelihood of financial distress. For stocks, the Probability Of Bankruptcy is the normalized value of Z-Score. For funds and ETFs, it is derived from a multi-factor model developed by Macroaxis. The score is used to predict the probability of a firm or a fund experiencing financial distress within the next 24 months. Unlike Z-Score, Probability Of Bankruptcy is the value between 0 and 100, indicating the firm's actual probability it will be financially distressed in the next 2 fiscal years.
More About Probability Of Bankruptcy | All Equity Analysis
Probability Of Bankruptcy | = | Normalized | | Z-Score |
Current Oakmark Global Probability Of Bankruptcy | Less than 41% |
Most of Oakmark Global's fundamental indicators, such as Probability Of Bankruptcy, 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, Oakmark Global Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Our calculation of Oakmark Global probability of bankruptcy is based on Altman Z-Score and Piotroski F-Score, but not limited to these measures. To be applied to a broader range of industries and markets, we use several other techniques to enhance the accuracy of predicting Oakmark Global odds of financial distress. These include financial statement analysis, different types of price predictions, earning estimates, analysis consensus, and basic intrinsic valuation. Please use the options below to get a better understanding of different measures that drive the calculation of Oakmark Global Select financial health.
The Probability of Bankruptcy SHOULD NOT be confused with the actual chance of a company to file for chapter 7, 11, 12, or 13 bankruptcy protection. Macroaxis simply defines Financial Distress as an operational condition where a company is having difficulty meeting its current financial obligations towards its creditors or delivering on the expectations of its investors. Macroaxis derives these conditions daily from both public financial statements as well as analysis of stock prices reacting to market conditions or economic downturns, including short-term and long-term historical volatility. Other factors taken into account include analysis of liquidity, revenue patterns, R&D expenses, and commitments, as well as public headlines and social sentiment.
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Oakmark Global Probability Of Bankruptcy Component Assessment
Based on the latest financial disclosure, Oakmark Global Select has a Probability Of Bankruptcy of 41.0%. This is much higher than that of the Oakmark family and significantly higher than that of the Family category. The probability of bankruptcy for all United States funds is notably lower than that of the firm.
Oakmark Probability Of Bankruptcy Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oakmark Global's direct or indirect competition against its Probability Of Bankruptcy to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oakmark Global could also be used in its relative valuation, which is a method of valuing Oakmark Global by comparing valuation metrics of similar companies.Oakmark Global is currently under evaluation in probability of bankruptcy among similar funds.
Oakmark Fundamentals
Price To Earning | 16.20 X | ||||
Price To Book | 1.41 X | ||||
Price To Sales | 1.36 X | ||||
Total Asset | 367.57 M | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 1.59 % | ||||
One Year Return | 18.90 % | ||||
Three Year Return | 1.04 % | ||||
Five Year Return | 8.42 % | ||||
Ten Year Return | 7.58 % | ||||
Net Asset | 1.11 B | ||||
Last Dividend Paid | 0.22 | ||||
Cash Position Weight | 3.10 % | ||||
Equity Positions Weight | 96.90 % |
About Oakmark Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark Global Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Global Select based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Complementary Tools for Oakmark Mutual Fund analysis
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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