QAD Shares Owned by Institutions vs. Market Capitalization

For QAD profitability analysis, we use financial ratios and fundamental drivers that measure the ability of QAD to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well QAD Inc utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between QAD's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of QAD Inc over time as well as its relative position and ranking within its peers. Check out Your Equity Center.
  
Is QAD's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of QAD. If investors know QAD will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about QAD listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of QAD Inc is measured differently than its book value, which is the value of QAD that is recorded on the company's balance sheet. Investors also form their own opinion of QAD's value that differs from its market value or its book value, called intrinsic value, which is QAD's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because QAD's market value can be influenced by many factors that don't directly affect QAD's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between QAD's value and its price as these two are different measures arrived at by different means. Investors typically determine QAD value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, QAD'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.

QAD Inc Market Capitalization vs. Shares Owned by Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining QAD's current stock value. Our valuation model uses many indicators to compare QAD value to that of its competitors to determine the firm's financial worth.
QAD Inc is rated below average in shares owned by institutions category among related companies. It is rated below average in market capitalization category among related companies creating about  227,313,567  of Market Capitalization per Shares Owned by Institutions. . Comparative valuation analysis is a catch-all model that can be used if you cannot value QAD by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for QAD's Stock . 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 QAD's earnings, one of the primary drivers of an investment's value.

QAD Market Capitalization vs. Shares Owned by Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
QAD 
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
11.13 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
QAD 
Market Cap 
 = 
Shares Outstanding 
X  
Share Price 
2.53 B
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.

QAD Market Capitalization vs Competition

QAD Inc is rated below average in market capitalization category among related companies. Market capitalization of Software—Application industry is at this time estimated at about 435.24 Billion. QAD maintains roughly 2.53 Billion in market capitalization contributing less than 1% to equities listed under Software—Application industry.
Capitalization  Valuation  Revenue  Total debt  Workforce

QAD Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in QAD, profitability is also one of the essential criteria for including it into their portfolios because, without profit, QAD will eventually generate negative long term returns. The profitability progress is the general direction of QAD's change in net profit over the period of time. It can combine multiple indicators of QAD, 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.
QAD Inc., together with its subsidiaries, provides cloud-based enterprise software solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. QAD Inc. was founded in 1979 and is headquartered in Santa Barbara, California. Q A operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. It employs 1930 people.

QAD Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on QAD. 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 QAD 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 QAD's important profitability drivers and their relationship over time.

Use QAD 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 QAD 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 QAD will appreciate offsetting losses from the drop in the long position's value.

QAD Pair Trading

QAD Inc Pair Trading Analysis

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

In addition to having QAD 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.

Did You Try This Idea?

Run Crypto And Gold Thematic Idea Now

Crypto And Gold
Crypto And Gold Theme
Assets that cancel away each other volatility by providing diversification into gold investment combined with digital assets. The Crypto And Gold theme has 54 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Crypto And Gold Theme or any other thematic opportunities.
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Check out Your Equity Center. Note that the QAD Inc information on this page should be used as a complementary analysis to other QAD'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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Other Tools for QAD Stock

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