OAKMARK INTERNATIONAL Price to Book vs. Three Year Return

OAKEX
 Fund
  

USD 17.16  0.10  0.59%   

For OAKMARK INTERNATIONAL profitability analysis, we use financial ratios and fundamental drivers that measure the ability of OAKMARK INTERNATIONAL to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well OAKMARK INTERNATIONAL SMALL utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between OAKMARK INTERNATIONAL's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of OAKMARK INTERNATIONAL SMALL over time as well as its relative position and ranking within its peers. Please check Your Equity Center.
  
Please note, there is a significant difference between OAKMARK INTERNATIONAL's value and its price as these two are different measures arrived at by different means. Investors typically determine OAKMARK INTERNATIONAL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OAKMARK INTERNATIONAL'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.

OAKMARK INTERNATIONAL Three Year Return vs. Price to Book Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining OAKMARK INTERNATIONAL's current stock value. Our valuation model uses many indicators to compare OAKMARK INTERNATIONAL value to that of its competitors to determine the firm's financial worth.
OAKMARK INTERNATIONAL SMALL is number one fund in price to book among similar funds. It is number one fund in three year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value OAKMARK INTERNATIONAL by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for OAKMARK INTERNATIONAL'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 INTERNATIONAL's earnings, one of the primary drivers of an investment's value.

OAKMARK Three Year Return vs. Price to Book

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.
OAKMARK INTERNATIONAL 
P/B 
 = 
MV Per Share 
BV Per Share 
1.52 X
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
OAKMARK INTERNATIONAL 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
(6.48) %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

OAKMARK Three Year Return Comparison

OAKMARK INTERNATIONAL is currently under evaluation in three year return among similar funds.

OAKMARK INTERNATIONAL Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in OAKMARK INTERNATIONAL, profitability is also one of the essential criteria for including it into their portfolios because, without profit, OAKMARK INTERNATIONAL will eventually generate negative long term returns. The profitability progress is the general direction of OAKMARK INTERNATIONAL's change in net profit over the period of time. It can combine multiple indicators of OAKMARK INTERNATIONAL, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. Oakmark International is traded on NASDAQ Exchange in the United States.

OAKMARK Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on OAKMARK INTERNATIONAL. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of OAKMARK INTERNATIONAL position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the OAKMARK INTERNATIONAL's important profitability drivers and their relationship over time.

Use OAKMARK INTERNATIONAL in pair-trading

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 OAKMARK INTERNATIONAL 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 OAKMARK INTERNATIONAL will appreciate offsetting losses from the drop in the long position's value.

OAKMARK INTERNATIONAL Pair Trading

OAKMARK INTERNATIONAL SMALL Pair Trading Analysis

The ability to find closely correlated positions to OAKMARK INTERNATIONAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace OAKMARK INTERNATIONAL 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 OAKMARK INTERNATIONAL - 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 OAKMARK INTERNATIONAL SMALL to buy it.
The correlation of OAKMARK INTERNATIONAL 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 OAKMARK INTERNATIONAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if OAKMARK INTERNATIONAL 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 OAKMARK INTERNATIONAL 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

Use Investing Themes to Complement your OAKMARK INTERNATIONAL position

In addition to having OAKMARK INTERNATIONAL in your portfolios, you can quickly add positions 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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USD Crypto Assets
USD Crypto Assets Theme
An experimental p2p digital currency that is accepted by many vendors in US Dollar. The USD Crypto Assets theme has 0 constituents at this time.
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Please check Your Equity Center. Note that the OAKMARK INTERNATIONAL information on this page should be used as a complementary analysis to other OAKMARK INTERNATIONAL'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 Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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To fully project OAKMARK INTERNATIONAL's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of OAKMARK INTERNATIONAL at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include OAKMARK INTERNATIONAL's income statement, its balance sheet, and the statement of cash flows.
Potential OAKMARK INTERNATIONAL investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although OAKMARK INTERNATIONAL investors may work on each financial statement separately, they are all related. The changes in OAKMARK INTERNATIONAL's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on OAKMARK INTERNATIONAL'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. Please read more on our technical analysis and fundamental analysis pages.