Compare Invested Capital Across Equities

You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Specify up to 10 symbols:

Cross Equities Invested Capital Analysis

Select Fundamental

2010201120122013201420152016201720182019202020212022
FOCS1.1 B1.1 B1.1 B1.1 B1.1 B1.1 B1.1 B1.1 B1.1 BB2.4 B3.6 B3.1 B
ALNAMMMMMM30.6 M3.6 M7.8 M3.7 M8.3 M(531 K)(545 K)
WMT127.7 B161.6 B161.6 B161.6 B161.6 B95.6 B95.6 B95.6 B95.6 B95.6 B95.6 B86 B100.1 B
INTC140 B45.8 B140 B140 B140 B140 B89.2 B140 B140 B140 B140 B89.2 B98 B
MRK46.4 B46.4 B53.7 B61.1 B60.4 B60 B61 B55.1 B46.2 B45.2 B55 B62.6 B64.9 B
MMM20.2 B20.2 B21.5 B20.4 B21.7 B22.9 B24.5 B27.7 B28.3 B34.4 B34.8 B32.9 B32.6 B
AXP193.2 B193.2 B193.2 B194.2 B198.2 B191.3 B186.3 B207.4 B222.7 B238.2 B203.2 B207.4 B226.8 B
CSCO81.6 B81.6 B81.6 B81.6 B81.6 B36.9 B36.9 B36.9 B36.9 B36.9 B31.8 B28.6 B41.8 B
GE959.3 B959.3 B890.2 B805.7 B780 B536.9 B366.4 B355.6 B337.4 B204 B204.8 B130.8 B134.3 B

Focus Financial Partners, Allena Pharmaceuticals, Walmart, Intel Corp, Merck Company, 3M Company, American Express, Cisco Systems, and General Electric Invested Capital description

Invested capital represents the total cash investment that shareholders and debt holders have contributed to organizations. There are two different methods for calculating entities invested capital: operating approach and financing approach. Understanding companies invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed. Invested capital is an input into the calculation of [ROIC]; and is calculated as: Total Debt plus Total Assets minus Goodwill and Intangible Assets minus Cash and Equivalents minus Current Liabilities. Please note this calculation method is subject to change.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Other Complementary Tools

Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Fund Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go