Oakmark Fund Financial Statements From 2010 to 2022

OARMX
 Fund
  

USD 115.53  0.00  0.00%   

Oakmark Fund financial statements provide useful quarterly and yearly information to potential Oakmark Fund Service 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 Oakmark Fund financial statements helps investors assess Oakmark Fund's valuation, profitability, and current liquidity needs.
Oakmark Fund Service does not presently have any trending fundamental ratios for analysis.
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Check Oakmark Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Fund Valuation or Volatility modules. It can also supplement various Oakmark Fund Technical models . Please check Your Equity Center.

Oakmark Price to Book Analysis

Oakmark Fund's Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
P/B 
 = 
MV Per Share 
BV Per Share 
More About Price to Book | All Equity Analysis

Current Oakmark Fund Price to Book

    
  1.76 X  
Most of Oakmark Fund's fundamental indicators, such as Price to Book, 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 Fund Service is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Compare to competition

Oakmark Fund Price to Book Component Assessment

Based on the latest financial disclosure, the price to book indicator of Oakmark Fund Service is roughly 1.76 times. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The price to book for all United States funds is notably lower than that of the firm.

Oakmark Fund Service Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Fund's current stock value. Our valuation model uses many indicators to compare Oakmark Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Fund competition to find correlations between indicators driving Oakmark Fund's intrinsic value. More Info.
Oakmark Fund Service is number one fund in one year return among similar funds. It is number one fund in price to sales among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Fund'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 Oakmark Fund's earnings, one of the primary drivers of an investment's value.

About Oakmark Fund Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oakmark Fund income statement, its balance sheet, and the statement of cash flows. Oakmark Fund investors use historical funamental indicators, such as Oakmark Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oakmark Fund investors may use each financial statement separately, they are all related. The changes in Oakmark Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Fund'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 Oakmark Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oakmark Fund. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. Oakmark Fund is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in Oakmark Fund 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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Please check Your Equity Center. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Other Tools for Oakmark Mutual Fund

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