Quaker Retained Earnings vs Long Term Investments Analysis

KWR Stock

USD 168.49 3.03 1.77%

Quaker Chemical financial indicator trend analysis is much more than just breaking down Quaker Chemical prevalent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Quaker Chemical is a good investment. Please check the relationship between Quaker Chemical Retained Earnings and its Long Term Investments accounts. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Quaker Chemical. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.

To learn how to invest in Quaker Stock, please use our How to Invest in Quaker Chemical guide.

Retained Earnings vs Long Term Investments

Retained Earnings vs Long Term Investments Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Quaker Chemical Retained Earnings account and Long Term Investments. At this time, the significance of the direction appears to have strong relationship.

The correlation between Quaker Chemical's Retained Earnings and Long Term Investments is 0.75. Overlapping area represents the amount of variation of Retained Earnings that can explain the historical movement of Long Term Investments in the same time period over historical financial statements of Quaker Chemical, assuming nothing else is changed. The correlation between historical values of Quaker Chemical's Retained Earnings and Long Term Investments is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Retained Earnings of Quaker Chemical are associated (or correlated) with its Long Term Investments. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Long Term Investments has no effect on the direction of Retained Earnings i.e., Quaker Chemical's Retained Earnings and Long Term Investments go up and down completely randomly.

Correlation Coefficient

0.75

Relationship Direction	Positive
Relationship Strength	Significant

View All Relationships

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

Long Term Investments

Long Term Investments is an item on the asset side of Quaker Chemical balance sheet that represents investments Quaker Chemical intends to hold for over a year. Quaker Chemical long term investments may include different instruments such as stocks, bonds, real estate and cash.

Most indicators from Quaker Chemical's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Quaker Chemical current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Quaker Chemical. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.

To learn how to invest in Quaker Stock, please use our How to Invest in Quaker Chemical guide.At this time, Quaker Chemical's Selling General Administrative is relatively stable compared to the past year. As of 09/30/2024, Enterprise Value is likely to grow to about 4.6 B, while Tax Provision is likely to drop slightly above 25.9 M.

	2021	2022	2023	2024 (projected)
Gross Profit	594.6M	612.7M	647.4M	679.8M
Total Revenue	1.8B	1.9B	2.0B	2.1B

Gross Profit Total Revenue

Quaker Chemical fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Net Receivables	Common Stock Shares Outstanding	Non Current Liabilities Total	Inventory	Other Current Assets	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Intangible Assets	Accounts Payable	Common Stock Total Equity	Common Stock
Total Assets		0.99	0.97	0.99	0.99	0.99	0.98	0.82	0.91	1.0	-0.01	0.91	0.96	0.81	0.99	0.95	0.97	0.99	1.0	0.83	0.96	0.93	0.99	0.98	0.86	0.89
Short Long Term Debt Total	0.99		0.96	0.97	0.97	0.98	1.0	0.75	0.87	0.99	-0.04	0.87	0.93	0.8	1.0	0.93	0.94	0.99	1.0	0.79	0.93	0.92	1.0	0.95	0.84	0.88
Other Current Liab	0.97	0.96		0.96	0.98	0.97	0.94	0.83	0.93	0.97	-0.09	0.93	0.94	0.74	0.95	0.92	0.93	0.97	0.96	0.85	0.94	0.9	0.97	0.94	0.81	0.84
Total Current Liabilities	0.99	0.97	0.96		0.99	0.98	0.95	0.87	0.92	0.98	0.04	0.92	0.97	0.82	0.97	0.96	0.98	0.98	0.98	0.83	0.97	0.94	0.97	0.99	0.86	0.9
Total Stockholder Equity	0.99	0.97	0.98	0.99		0.99	0.95	0.87	0.94	0.98	-0.05	0.94	0.98	0.79	0.97	0.96	0.98	0.99	0.98	0.88	0.98	0.93	0.98	0.98	0.85	0.88
Property Plant And Equipment Net	0.99	0.98	0.97	0.98	0.99		0.97	0.83	0.9	0.99	0.03	0.9	0.97	0.78	0.98	0.94	0.97	0.99	0.99	0.86	0.96	0.91	0.98	0.96	0.86	0.89
Net Debt	0.98	1.0	0.94	0.95	0.95	0.97		0.71	0.83	0.99	-0.02	0.83	0.91	0.78	1.0	0.91	0.92	0.98	0.99	0.76	0.91	0.91	0.99	0.93	0.83	0.87
Retained Earnings	0.82	0.75	0.83	0.87	0.87	0.83	0.71		0.94	0.78	0.03	0.94	0.92	0.69	0.75	0.86	0.86	0.8	0.78	0.81	0.92	0.73	0.75	0.87	0.75	0.76
Cash	0.91	0.87	0.93	0.92	0.94	0.9	0.83	0.94		0.88	-0.15	1.0	0.95	0.76	0.86	0.92	0.93	0.91	0.88	0.86	0.96	0.81	0.87	0.92	0.78	0.79
Non Current Assets Total	1.0	0.99	0.97	0.98	0.98	0.99	0.99	0.78	0.88		0.0	0.88	0.93	0.79	1.0	0.92	0.94	0.99	1.0	0.81	0.93	0.94	1.0	0.96	0.85	0.89
Non Currrent Assets Other	-0.01	-0.04	-0.09	0.04	-0.05	0.03	-0.02	0.03	-0.15	0.0		-0.15	0.01	0.0	0.02	-0.05	0.0	-0.08	0.02	-0.24	-0.04	-0.05	-0.03	0.05	0.01	0.15
Cash And Short Term Investments	0.91	0.87	0.93	0.92	0.94	0.9	0.83	0.94	1.0	0.88	-0.15		0.95	0.76	0.86	0.92	0.93	0.91	0.88	0.86	0.96	0.81	0.87	0.92	0.78	0.79
Net Receivables	0.96	0.93	0.94	0.97	0.98	0.97	0.91	0.92	0.95	0.93	0.01	0.95		0.8	0.93	0.98	0.98	0.96	0.94	0.86	1.0	0.85	0.92	0.97	0.85	0.88
Common Stock Shares Outstanding	0.81	0.8	0.74	0.82	0.79	0.78	0.78	0.69	0.76	0.79	0.0	0.76	0.8		0.8	0.81	0.82	0.78	0.81	0.53	0.81	0.73	0.78	0.84	0.95	0.96
Non Current Liabilities Total	0.99	1.0	0.95	0.97	0.97	0.98	1.0	0.75	0.86	1.0	0.02	0.86	0.93	0.8		0.92	0.94	0.98	1.0	0.77	0.93	0.92	1.0	0.95	0.85	0.9
Inventory	0.95	0.93	0.92	0.96	0.96	0.94	0.91	0.86	0.92	0.92	-0.05	0.92	0.98	0.81	0.92		0.98	0.95	0.93	0.82	0.99	0.85	0.91	0.97	0.83	0.86
Other Current Assets	0.97	0.94	0.93	0.98	0.98	0.97	0.92	0.86	0.93	0.94	0.0	0.93	0.98	0.82	0.94	0.98		0.96	0.95	0.85	0.98	0.9	0.93	0.98	0.85	0.87
Other Stockholder Equity	0.99	0.99	0.97	0.98	0.99	0.99	0.98	0.8	0.91	0.99	-0.08	0.91	0.96	0.78	0.98	0.95	0.96		0.99	0.87	0.96	0.92	0.99	0.96	0.84	0.86
Total Liab	1.0	1.0	0.96	0.98	0.98	0.99	0.99	0.78	0.88	1.0	0.02	0.88	0.94	0.81	1.0	0.93	0.95	0.99		0.79	0.94	0.93	1.0	0.97	0.85	0.9
Property Plant And Equipment Gross	0.83	0.79	0.85	0.83	0.88	0.86	0.76	0.81	0.86	0.81	-0.24	0.86	0.86	0.53	0.77	0.82	0.85	0.87	0.79		0.86	0.76	0.8	0.79	0.68	0.63
Total Current Assets	0.96	0.93	0.94	0.97	0.98	0.96	0.91	0.92	0.96	0.93	-0.04	0.96	1.0	0.81	0.93	0.99	0.98	0.96	0.94	0.86		0.86	0.92	0.97	0.84	0.87
Short Term Debt	0.93	0.92	0.9	0.94	0.93	0.91	0.91	0.73	0.81	0.94	-0.05	0.81	0.85	0.73	0.92	0.85	0.9	0.92	0.93	0.76	0.86		0.94	0.93	0.77	0.8
Intangible Assets	0.99	1.0	0.97	0.97	0.98	0.98	0.99	0.75	0.87	1.0	-0.03	0.87	0.92	0.78	1.0	0.91	0.93	0.99	1.0	0.8	0.92	0.94		0.95	0.83	0.88
Accounts Payable	0.98	0.95	0.94	0.99	0.98	0.96	0.93	0.87	0.92	0.96	0.05	0.92	0.97	0.84	0.95	0.97	0.98	0.96	0.97	0.79	0.97	0.93	0.95		0.86	0.9
Common Stock Total Equity	0.86	0.84	0.81	0.86	0.85	0.86	0.83	0.75	0.78	0.85	0.01	0.78	0.85	0.95	0.85	0.83	0.85	0.84	0.85	0.68	0.84	0.77	0.83	0.86		0.98
Common Stock	0.89	0.88	0.84	0.9	0.88	0.89	0.87	0.76	0.79	0.89	0.15	0.79	0.88	0.96	0.9	0.86	0.87	0.86	0.9	0.63	0.87	0.8	0.88	0.9	0.98

Click cells to compare fundamentals

Quaker Chemical Account Relationship Matchups

Quaker Chemical fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	2.9B	2.9B	3.0B	2.8B	2.7B	2.8B
Short Long Term Debt Total	952.0M	915.1M	919.7M	979.8M	789.0M	828.4M
Other Current Liab	145.1M	138.7M	131.5M	135.0M	144.8M	152.1M
Total Current Liabilities	359.9M	383.0M	430.5M	354.8M	367.5M	385.9M
Total Stockholder Equity	1.2B	1.3B	1.4B	1.3B	1.4B	1.5B
Property Plant And Equipment Net	256.4M	242.4M	234.2M	242.4M	246.4M	258.7M
Net Debt	828.5M	733.3M	754.5M	798.8M	594.4M	624.2M
Retained Earnings	413.0M	423.9M	516.3M	469.9M	550.6M	578.2M
Cash	123.5M	181.8M	165.2M	181.0M	194.5M	204.3M
Non Current Assets Total	2.1B	2.1B	2.0B	1.8B	1.8B	1.9B
Non Currrent Assets Other	40.4M	31.8M	31.0M	27.7M	15.3M	27.9M
Cash And Short Term Investments	123.5M	181.8M	165.2M	181.0M	194.5M	204.3M
Net Receivables	376.0M	373.0M	430.7M	472.9M	445.0M	467.2M
Common Stock Shares Outstanding	15.2M	17.8M	17.9M	17.9M	17.9M	12.4M
Liabilities And Stockholders Equity	2.9B	2.9B	3.0B	2.8B	2.7B	2.8B
Non Current Liabilities Total	1.2B	1.2B	1.1B	1.2B	961.8M	1.0B
Inventory	175.0M	187.8M	264.5M	284.8M	233.9M	245.5M
Other Current Assets	41.5M	50.2M	59.9M	55.4M	54.6M	57.3M
Other Stockholder Equity	888.2M	905.2M	917.1M	928.3M	940.1M	987.1M
Total Liab	1.6B	1.6B	1.6B	1.5B	1.3B	1.4B
Property Plant And Equipment Gross	256.4M	242.4M	234.2M	242.4M	492.0M	516.6M
Total Current Assets	716.0M	792.7M	920.3M	994.1M	927.9M	974.3M
Accumulated Other Comprehensive Income	(78.2M)	(26.6M)	(64.0M)	(138.2M)	(124.4M)	(118.2M)
Short Term Debt	38.3M	39.0M	56.9M	19.2M	35.4M	37.2M
Intangible Assets	1.1B	1.1B	1.0B	942.9M	896.7M	941.6M
Accounts Payable	170.9M	198.9M	234.1M	194.0M	184.8M	194.1M
Common Stock Total Equity	17.7M	17.9M	17.9M	18.0M	20.6M	13.7M
Common Stock	17.7M	17.9M	17.9M	18.0M	18.0M	13.9M
Other Liab	333.9M	311.8M	274.6M	227.7M	261.9M	275.0M
Other Assets	191.9M	48.4M	(18K)	42K	1.0	0.95
Long Term Debt	882.4M	849.1M	836.4M	933.6M	730.6M	767.2M
Property Plant Equipment	213.5M	203.9M	234.2M	242.4M	278.7M	292.7M
Current Deferred Revenue	5.6M	6.4M	8.0M	6.6M	2.5M	2.3M
Good Will	607.2M	631.2M	631.2M	515.0M	512.5M	538.1M
Net Tangible Assets	(488.2M)	(392.2M)	(271.7M)	(180.0M)	(162.0M)	(153.9M)
Noncontrolling Interest In Consolidated Entity	1.6M	550K	628K	667K	600.3K	570.3K
Retained Earnings Total Equity	413.0M	423.9M	516.3M	469.9M	540.4M	388.2M
Capital Surpluse	888.2M	905.2M	917.1M	928.3M	1.1B	1.1B

Pair Trading with Quaker Chemical

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Quaker Chemical position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Quaker Chemical will appreciate offsetting losses from the drop in the long position's value.

Moving together with Quaker Stock

0.86	CC	Chemours	Pair Corr
0.79	ECVT	Ecovyst	Pair Corr

Moving against Quaker Stock

0.36	FSI	Flexible Solutions	Pair Corr
0.35	APD	Air Products Fiscal Year End 5th of November 2024	Pair Corr

The ability to find closely correlated positions to Quaker Chemical could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Quaker Chemical when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Quaker Chemical - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Quaker Chemical to buy it.

The correlation of Quaker Chemical is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Quaker Chemical moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Quaker Chemical moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Quaker Chemical can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Quaker Stock Analysis

When running Quaker Chemical's price analysis, check to measure Quaker Chemical'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 Quaker Chemical is operating at the current time. Most of Quaker Chemical's value examination focuses on studying past and present price action to predict the probability of Quaker Chemical's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Quaker Chemical's price. Additionally, you may evaluate how the addition of Quaker Chemical to your portfolios can decrease your overall portfolio volatility.

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