Sentences with phrase «assets ratio of»

It is also in great financial shape with an equity to assets ratio of almost 14 and nonperforming assets that are just 0.73 % of total assets.

In fact, with a debt to total assets ratio of approximately 98 percent, virtually any bid General Growth receives in today's environment will be at a discount to the book value of its properties, says Suzanne Mulvee, senior real estate economist with Property & Portfolio Research, a Boston - based research firm.

Summing up, we have a great agricultural investment thesis, we have a reassuring Margin of Safety with a Debt / Assets ratio of 13 % and an (Adjusted) P / B Ratio of 0.35, we have a deeply invested Owner - Operator, and finally we can calculate a Fair Value (based on 49.656 mio ADS outstanding) of $ 32.66 per share giving us a Upside Potential of 189 %.

For example UBI Banca in the wealthy Lombardy region of Italy has an equity / assets ratio of 8.3 % and a loan to deposit ratio of 98 %.

Optimists will discount further P&L improvement, a reducing loan impairment problem, and an expanding market multiple — while pessimists will focus on B / I's total equity / total assets ratio of 6.0 %, and also worry about potential economic reversal in Ireland and / or Europe.

Also, in this regard, its Equity / Total Assets ratio of 69.2 % is extraordinary and v reassuring.

FactSet has an intangible assets ratio of 42 %.

(For reference, Peter Lynch recommends an Equity - to - Assets ratio of more than 7.5 % to qualify as a well - capitalized bank.)

For example, Svenska Handelsbanken and DNBNOR have equity to assets ratios of 3.7 % and 5 % respectively.

DRA has about $ 155 million of debt outstanding on a total fund net asset value of $ 508 million, for a debt to asset ratio of about 31 %.

Columbus Life Insurance Company is just under $ 43 billion in total assets, $ 400 million in net income, and a capital - to - asset ratio of 17.5, extraordinarily high for any life insurance company (nearly 2x the average of the top 10 companies).

Not exact matches

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

So it requires a blend of pro forma cash flows, tangible assets, financial and industry ratios, earnings multiples and a wide range of «comps,» all shaded by investor sentiment, personal gut feeling and a healthy dose of reasonableness.

There are really three factors that go into the ability to pay off indebtedness: first, the size of the debt itself (including the rate at which it grows); second, the ratio of one's income or assets to the debt; and third, the competing demands on your financial resources.

With assets of $ 118.5 billion, as of December 31, 2017, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks.

Finally, the ratio of net income to total assets is a strong indicator of whether the company is getting a favorable rate of return on assets.

There is also opportunity abroad: Non-U.S. stocks with the highest dividend yields (average price / earnings ratio of 15.8) are cheaper than domestic counterparts (23.1), according to O'Shaughnessy Asset Management.

A leverage ratio measures capital against total assets, with regulators announcing January 11 that a ratio of 3 % had been set as a permanent level.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

However, at nearly 63 times current earnings - a whopping p / e ratio, to be sure - even if the firm were to grow its profit to the level of Berkshire - $ 8.5 billion - it would still lack the liquid assets and marketable securities the house that Warren Buffett built has, and it would not have a diversified income stream, making it far more vulnerable to changes in the competitive landscape; a major concern when you contemplate that Google operates in an industry where dramatic shifts consumer behavior can happen overnight.

An example of this was seen during the financial crisis of 2008/09, whereby many financial institutions overleveraged themselves with debt, and as assets fell in value, the ratio of debt within the organizations became too high to be sustainable.

Acquired fund fees & expenses The total annual asset - based fee, including the weighted average of the annualized expense ratios of the underlying mutual funds.

At Fiji, Robbins offered some insight into what Jones» daily email updates look like, saying, «he sends me a checklist of what we measure, everything from his NAV [net asset value] to his [portfolio] weights, what's happening in his body, to his focus, to ratios of risk - reward that we're measuring, and then he does a narrative for me.»

Expense ratio A mutual fund's annual operating expenses, expressed as a percentage of the fund's average net assets.

Typically what is the asset quality levels and success ratios of such venture debt backed ventures

Long - term debt should be less than 40 % of total capital, and the current ratio (current assets divided by current liabilities) should exceed 2.0.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

Global X has 53 ETFs traded in the U.S. markets with total assets under management of $ 10.14 B and an average expense ratio of 0.63 %.

Plus, index ETFs are cheaper to trade than index mutual funds because they have lower expense ratios, or the percentage of your investment you have to pay in order to trade that asset.

Mututal Fund Cash - TO ASSET RATIO - mutual fund cash — to asset ratio, is the total amount of cash held by a mutual fund comASSET RATIO - mutual fund cash — to asset ratio, is the total amount of cash held by a mutual fund comRATIO - mutual fund cash — to asset ratio, is the total amount of cash held by a mutual fund comasset ratio, is the total amount of cash held by a mutual fund comratio, is the total amount of cash held by a mutual fund company.

With market volatility hitting multi-decade lows, junk bond yields also at record lows, the median price / revenue ratio of S&P 500 constituents at a record high well - beyond 2000 levels, and the most strenuously overvalued, overbought, overbullish syndromes we define, I'm increasingly concerned about the potential for an abrupt «air pocket» in the prices of risky assets that could attend even a modest upward shift in risk premiums.

Once your proposed collateral has been accepted, the banker will determine the loan - to - value ratio based upon the nature of the asset.

Currently, 3 ETFs track the S&P Financial Select Sector Index with more than $ 32.1 B in ETP assets with an average expense ratio of 0.68 %.

The 2013 survey also suggests that hedging ratios for foreign equity assets were lower than those of foreign debt assets, which is also consistent with the results of the 2013 National Australia Bank Superannuation FX Survey (NAB Survey; NAB 2013).

Janus Henderson has 7 ETFs traded in the U.S. markets with total assets under management of $ 498.49 M and an average expense ratio of 0.47 %.

It is meant to act as a «backstop» to a bank's core capital ratios which are based on the riskiness of assets.

Consider expense ratios, sales loads, asset turnover, transaction costs and management style of individual fund investments, among other services.

The leverage ratio refers to the amount of capital to a bank's non-risk weighted assets, and was set at a preliminary level of 3 percent in the aftermath of the 2007 - 09 financial crisis.

When you go to a lender seeking a home loan, they are going to look at your front and back - end ratios, your credit history, your assets, and how large of a down payment you have available.

After accounting for the use of hedging derivatives, the FCE survey indicates that the overall net foreign currency asset position of other financial corporations was equivalent to 16 per cent of GDP, with a hedging ratio of around 35 per cent for foreign currency assets and 60 per cent for foreign currency liabilities (Table 1).

This gave rise to a $ US230 million write - down of the value of deferred tax assets in its North American Operations There was a further $ US700 million impairment charge on an increase in the long - term combined ratio assumption for North America.

Valuation: Price - to - book ratio compares a stock's market value to the value of total assets less total liabilities (book value).

There are currently 10 U.K. ETFs traded in the U.S. markets with total assets under management of $ 2.07 B and an average expense ratio of 0.66 %.

Finally, Fortress Investment Group LLC (FIG), an asset management company yields 4.20 % with a moderate payout ratio of about 60 %.

[emphasis added] The leverage ratio, by contrast, requires banks to have a set amount of capital, regardless of the type of assets it holds.

Currently, 2 ETFs track the S&P Utilities Select Sector Index with more than $ 7.37 B in ETP assets with an average expense ratio of 0.61 %.

A central premise of risk parity is that, in the long run, all the asset categories offer similar risk - adjusted returns, but clearly there are environments in which the Sharpe ratios are very different across asset classes.

An expense ratio tells you the percentage of the fund's assets that a brokerage uses to cover operational expenses.