Advisors Capital Financial Statements From 2010 to 2022

ACTIX
 Fund
  

USD 8.95  0.06  0.67%   

Advisors Capital financial statements provide useful quarterly and yearly information to potential Advisors Capital Tactical 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 Advisors Capital financial statements helps investors assess Advisors Capital's valuation, profitability, and current liquidity needs.
Advisors Capital Tactical does not presently have any fundamental signals for analysis.
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Check Advisors Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Advisors main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Advisors financial statements analysis is a perfect complement when working with Advisors Capital Valuation or Volatility modules. It can also supplement various Advisors Capital Technical models . Please continue to the analysis of Advisors Capital Correlation against competitors.

Advisors Price to Sales Analysis

Advisors Capital's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
P/S 
 = 
MV Per Share 
Revenue Per Share 
More About Price to Sales | All Equity Analysis

Current Advisors Capital Price to Sales

    
  1.56 X  
Most of Advisors Capital's fundamental indicators, such as Price to Sales, 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, Advisors Capital Tactical is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Compare to competition

Advisors Capital Price to Sales Component Assessment

Based on the latest financial disclosure, the price to sales indicator of Advisors Capital Tactical is roughly 1.56 times. This is much higher than that of the Category family and significantly higher than that of the Large Value category. The price to sales for all United States funds is notably lower than that of the firm.

Advisors Capital Tactical Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Advisors Capital's current stock value. Our valuation model uses many indicators to compare Advisors Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisors Capital competition to find correlations between indicators driving Advisors Capital's intrinsic value. More Info.
Advisors Capital Tactical is the top fund in ten year return among similar funds. It is the top fund in net asset among similar funds making up about  42,771,704  of Net Asset per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Advisors Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Advisors Capital'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 Advisors Capital's earnings, one of the primary drivers of an investment's value.

About Advisors Capital Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Advisors Capital income statement, its balance sheet, and the statement of cash flows. Advisors Capital investors use historical funamental indicators, such as Advisors Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Although Advisors Capital investors may use each financial statement separately, they are all related. The changes in Advisors Capital's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Advisors Capital's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Advisors Capital Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Advisors Capital. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks long-term capital growth. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. In selecting stocks, the portfolio managers look for companies that are temporarily out of favor in, or whose value is not yet recognized by, the market. To identify these companies, the portfolio managers look for companies with earnings, cash flows andor assets that may not be reflected accurately in the companies stock prices.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Advisors Capital without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Fundamental Analysis

View fundamental data based on most recent published financial statements
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Pair Trading with Advisors Capital

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 Advisors Capital 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 Advisors Capital will appreciate offsetting losses from the drop in the long position's value.

Moving together with Advisors Capital

+0.62HPQHp Inc Fiscal Year End 22nd of November 2022 PairCorr
The ability to find closely correlated positions to Advisors Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Advisors Capital 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 Advisors Capital - 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 Advisors Capital Tactical to buy it.
The correlation of Advisors Capital is a statistical measure of how it moves in relation to other equities. 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 Advisors Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Advisors Capital Tactical 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 Advisors Capital 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 CorrelationCorrelation Matching
Please continue to the analysis of Advisors Capital Correlation against competitors. You can also try Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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Please note, there is a significant difference between Advisors Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Advisors Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Advisors Capital'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.