Sentences with phrase «equity ratio as»

I have 10 - 20 year retirement goal and keeping debt - equity ratio as 30 - 70 %.

It also matters if you're looking to refinance your investment property or borrow against it with a home equity line of credit, as lenders will consider your debt - to - equity ratio as a measure of creditworthiness.

You will find that many capital intensive industries tend to have greater debt / equity ratios as tangible assets are financed using debt.

Not exact matches

Constituent companies are chosen based on their score on two sets of measures: a quantitative assessment consisting of their return on equity, balance sheet accruals ratio and financial leverage ratio; and a qualitative score derived from management's responses to a survey about such topics as corporate governance, risk and crisis management, customer relationships and tax strategies.

Hedge funds and private equity funds saw the potential to corner this market and began offering much higher loan to value ratios, meaning they would lend as much as 80 percent of the value of the property.

We can interpret a debt - equity ratio of 0.5 as saying that the company is using $ 0.50 of liabilities in addition to each $ 1 of shareholders» equity in the business.

As with any ratio, this depends on a company's industry; however, it's generally accepted that industrials should maintain a debt - to - equity ratio between 0.5 and 1.5.

Well, higher equity prices will help lower that ratio, as the government intends.»

same ratio as the portion of the equity investor's equity sold.

The equities - to - commodities ratio, as measured by the S&P 500 Index and the S&P GSCI Index, is at its lowest level in nearly 50 years.

Equity markets have appreciated sharply in recent years, and valuations, based on price - to - earnings ratios, in developed markets were not cheap relative to their historical averages as of late 2017.

According to Caixin, the company's debt - to - equity ratio was formally 121 % prior to bankruptcy, but an independent audit carried out as part of the bankruptcy procedure put the ratio at a debilitating 217 %.

As long as your debt - to - income ratio is low, however, and you have a larger equity position — meaning you can afford a larger down payment — you stand a good chance of getting approved for a loan with a decent interest ratAs long as your debt - to - income ratio is low, however, and you have a larger equity position — meaning you can afford a larger down payment — you stand a good chance of getting approved for a loan with a decent interest ratas your debt - to - income ratio is low, however, and you have a larger equity position — meaning you can afford a larger down payment — you stand a good chance of getting approved for a loan with a decent interest rate.

But stock performance has actually outpaced gains in earnings, and as a result, US equity valuations appear stretched as we begin 2018 — for example, the S&P 500's price - earnings ratio is well above longer - term historical averages.

Simply Safe Dividends gives ALL of the criteria items I need in just one place in both numerical as well as graphical format for each stock: dividend yield, P / E ratio, Dividend Safety & Growth scores, EPS & FCF payout ratios, ex-dividend dates, pay dates, 1 -, 3 -, 5 -, and 10 - year dividend growth rates, dividend payout history, return on equity, and more.

As of Dec. 29, 2017, the iShares MSCI South Korea ETF (EWY) lowered its expense ratio from 0.64 % to 0.62 %, and the Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) lowered its expense ratio from 0.50 % to 0.45 %.

The solid fundamentals extend to the balance sheet, although the company is actively (as they should) improving the leverage: the long - term debt / equity ratio is 0.65, while the interest coverage ratio exceeds 6.

This innovative structure includes a replenishment feature, which allows BXMT to maintain the 82 % advance rate of the initial loans and the CLO issuance (coupled with the $ 392 million equity raise in December) reduced BXMT's debt - to - equity ratio to only 2.0 x (down significantly from 2.6 x as of 9/30).

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (03/31/18) Since Inception (11/01/95) 10.18 % 10 — year 6.59 % 5 — year 8.33 % 1 — year 8.13 % 3 — month -1.62 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

An antidote to this is for you as an entrepreneur to always carry out an acid test ratio and keep a keen eye on the debt to equity ratio.

We observed this as high profit margins (high earnings / sales), high return on equity (high earnings / book value), and low dividend payout ratios (dividends / high earnings).

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

The average plan fee, known as an expense ratio, was.47 % for domestic equity mutual funds in 2014, according to the most recent study released in December 2016 by Brightscope and the Investment Company Institute.

Going back to your post a couple days ago where Bob Brown gave his forecast for equity returns of about 6 % (3.2 % after tax and inflation), if you give up another 2 % + in expense ratio, an investor might as well put their money in long term certificates of deposit and eliminate risk.

Oakmark Equity and Income Fund — Investor Class Average Annual Total Returns (12/31/17) Since Inception (11/01/95) 10.38 % 10 — year 6.87 % 5 — year 9.99 % 1 — year 14.46 % 3 — month 4.22 % Gross Expense Ratio as of 09/30/16 was 0.89 % Net Expense Ratio as of 09/30/16 was 0.79 % Gross Expense Ratio as of 09/30/17 was 0.87 % Net Expense Ratio as of 09/30/17 was 0.78 %

The P / E ratio is used widely because it is straightforward and makes intuitive sense: as an equity owner you are entitled to the residual earnings of the company after expenses, interest and taxes.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

Not all investors use a discounted cash - flow process to value equities, and as a result, they resort to the short - form PE ratio to make decisions.

He measures the attractiveness of adding anomaly premiums to the benchmark portfolio by comparing Sharpe ratios, Sortino ratios and performances during recessions of five portfolios: (1) a traditional portfolio (TP) that equally weights equity, term and default premiums; (2) an equal weighting of size, value and momentum premiums (SVM) as a basic anomaly portfolio; (3) a factor portfolio (FP) that equally weights all 10 anomaly premiums; (4) a mixed portfolio (MP) that equally weights all 13 premiums; and, (5) a balanced portfolio (BP) that equally weights TP and FP.

NTU assesses equities based on their risk / reward ratio as upside potential needs to always be measured against the downside risk.

Barclays» common equity Tier 1 capital ratio fell to 12.7 percent from 13.3 percent in February as a result of the U.S. fine.

The debt - to - equity ratio has also been revised from 2:1 to 3:1 to allow for additional debt financing and at the same time allow the interest on the debt as an allowable deduction.

Since 1962 the yield on the U.S. 10 - year Treasury note has explained roughly 25 % to 30 % of the variation in U.S. large cap equity multiples, as measured using the trailing price - to - earnings (P / E) ratio in the chart below.

PMI rates are based on the loan - to - value ratio as well as the creditworthiness of the borrowers, but even if you have good credit and have paid all your mortgage payments on time, low equity is still considered an increased risk on the loan.

As your portfolio appreciates over time, the ratio of equity: debt could possibly change.

«As interest rates increase, if they go too high, the higher debt - to - equity ratios and leverage will have a negative effect on cash flows.»

Just as you did when you first took out your home loan, you'll need to meet credit qualifications and satisfy debt - to - income ratio tests, and the home must be appraised to determine how much equity is in the property.

Company financial strength is scored by looking at levels of the current ratio (current assets divided by current liabilities) and debt - to - equity ratio (long - term debt divided by equity and expressed as a percentage).

We award the best grades to firms with low leverage ratios (defined as the ratio of assets to stockholders» equity) compared to their peers.

Look at the long term solvency of a firm, which can be judged by using leverage or capital structure ratios such as Debt Equity Ratio and Debt Assets Ratio.

I consider myself to be a value investor and stick mainly to stocks where I feel the asset to equity ratio is reasonable along with consideration of other factors such as PE & share price to book value etc..

If When there's a market correction, we'll likely rebalance a bit back into equities, but as a conservative investor I'm comfortable with our overall Asset Allocation at this stage, especially given the current CAPE Ratio of 29.5 (then again, I suffer from The One More Year Syndrome).

As a thumb rule, invest in companies with debt to equity ratio less than 1 as it means that the debts are less than the equitAs a thumb rule, invest in companies with debt to equity ratio less than 1 as it means that the debts are less than the equitas it means that the debts are less than the equity.

Netherlands and all other countries are ranked based on their AUM - weighted average expense ratios for all the U.S. - listed equity ETFs that are classified by ETFdb.com as being mostly exposed to those respective countries.

In addition to VWIAX (2/3 in investment grade corporates, 1/3 in dividend - paying large caps — unusual for Vanguard in being actively managed, but with a 0.18 % expense ratio that's pretty Vanguardy anyway; — RRB - I find I have no trouble meeting my target 25 % allocation to fixed income (oh, I own a few individually selected preferred stocks as part of that allocation, too — technically equity but pretty much fixed income in real life; — RRB -.

The national bank offers home equity lines of credit to eligible homeowners, based on credit history and score, income stability, and the loan - to - value ratio of the home used as collateral for the credit line.

When the debt / equity ratio is greater than 25 percent it starts to erode the margin of safety that is important to me as a net - net investor.

Generally, as a firm's debt - to - equity ratio increases, it becomes riskier A lower debt - to - equity number means that a company is using less leverage and has a stronger equity position.

As a thumb of rule, companies with a debt - to - equity ratio more than 1 are risky and should be considered carefully before investing.

When it comes to home equity loans and HELOCs, loan - to - value ratio can be just as important.