Advisors vs Caterpillar Comparison

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The Macroaxis Comparable Analysis module helps investors to evaluate stocks by comparing them to other traded companies based on similar metrics to determine their enterprise value. The basic idea behind this approach is that Advisors Capital and Caterpillar should bear some resemblance to each other or to other equities in a similar class. Caterpillar Advisors Capital Revenues is fairly stable at the moment as compared to the past year. Advisors Capital reported Revenues of 50.97 Billion in 2021. Revenue to Assets is likely to rise to 0.69 in 2022, whereas Cost of Revenue is likely to drop slightly above 34.6 B in 2022.
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

Cross Equities Net Income Analysis

Compare Advisors Capital Tactical, and Caterpillar Net Income Over Time
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CAT2.7 B4.9 B5.7 B3.8 B3.7 B2.1 B(67 M)754 M6.1 B6.1 BB6.5 BB

Advisors Capital Tactical, and Caterpillar Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income to Non Controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

Competitive Analysis

    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ACTIX
CAT
 0.11 
 9.14 
 0.50 
 230.07 
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
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(Probability Of Bankruptcy)
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(Equity Enterprise Value)
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Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.
Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Explore Investing Opportunities

You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Portfolio Volatility

Check portfolio volatility and analyze historical return density to properly model market risk
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Check out your portfolio center. Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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Advisors vs Caterpillar comparative analysis provides an insight into diversification possibilities from combining Advisors and Caterpillar into the same portfolio. You can use this module to analyze the comparative aspects of Advisors and Caterpillar across most of their technical and fundamental indicators. Please use the input box below to enter a few concurrent symbols you would like to analyze. With this comparative module, you can estimate the relative strength of Advisors against Caterpillar. Check out your portfolio center.