Equity Income Financial Statements From 2010 to 2024

TWEIX Fund  USD 9.37  0.03  0.32%   
Equity Income financial statements provide useful quarterly and yearly information to potential Equity Income Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Equity Income financial statements helps investors assess Equity Income's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Equity Income's valuation are summarized below:
Equity Income Fund does not presently have any fundamental signals for analysis.
Check Equity Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equity Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Equity financial statements analysis is a perfect complement when working with Equity Income Valuation or Volatility modules.
  
This module can also supplement various Equity Income Technical models . Check out the analysis of Equity Income Correlation against competitors.

Equity Income Fund Mutual Fund Price To Earning Analysis

Equity Income'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.

P/E

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Market Value Per Share

Earnings Per Share

More About Price To Earning | All Equity Analysis

Current Equity Income Price To Earning

    
  19.04 X  
Most of Equity Income'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, Equity Income Fund 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, Equity Income Fund has a Price To Earning of 19.04 times. This is much higher than that of the American Century Investments family and significantly higher than that of the Large Value category. The price to earning for all United States funds is notably lower than that of the firm.

Equity Income Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Equity Income's current stock value. Our valuation model uses many indicators to compare Equity Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Income competition to find correlations between indicators driving Equity Income's intrinsic value. More Info.
Equity Income Fund is rated fourth largest fund in price to earning among similar funds. It also is rated fourth largest fund in price to book among similar funds fabricating about  0.12  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Income Fund is roughly  8.35 . 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 Equity Income's earnings, one of the primary drivers of an investment's value.

About Equity Income Financial Statements

Equity Income investors use historical fundamental indicators, such as Equity Income's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Equity Income. Please read more on our technical analysis and fundamental analysis pages.
The portfolio managers look for equity securities of companies with a favorable income-paying history that have prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers standards of selection.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Equity Mutual Fund

Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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