STRALEM Z Score

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out World Market Map.
  

STRALEM Z Score Analysis

STRALEM EQUITY's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
Z Score 
 = 
Sum Of  
 
5 Factors 
More About Z Score | All Equity Analysis
First Factor
 = 
1.2 * (
Working Capital
/
Total Assets )
Second Factor
 = 
1.4 * (
Retained Earnings
/
Total Assets )
Thrid Factor
 = 
3.3 * (
EBITAD
/
Total Assets )
Fouth Factor
 = 
0.6 * (
Market Value of Equity
/
Total Liabilities )
Fifth Factor
 = 
0.99 * (
Revenue
/
Total Assets )
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.
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STRALEM EQUITY Z Score Component Assessment

Based on the company's disclosures, STRALEM EQUITY FUND has a Z Score of 0.0. This indicator is about the same for the Sterling Capital Funds average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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Fund Asset Allocation for STRALEM EQUITY

The fund invests 99.54% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.46%) .
   Value   
       Instrument Type  

STRALEM Fundamentals

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards STRALEM EQUITY in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, STRALEM EQUITY's short interest history, or implied volatility extrapolated from STRALEM EQUITY options trading.

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Check out World Market Map. Note that the STRALEM EQUITY FUND information on this page should be used as a complementary analysis to other STRALEM EQUITY's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Other Tools for STRALEM Mutual Fund

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