Let's take a look at a backtest of the Return
on Assets ratio to see how it performs.
Not exact matches
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.
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.
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.
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.
Second question,
on asset quality, how much more do you think — I mean, you talked about potentially improving and NPL
ratios getting lower.
Operating Earnings Yield (ttm): 7.2 (11/15 points) Net Income (ttm): $ 293 M Gross Profit (ttm): $ 868 M Total
Assets: $ 3518 M Gross Profitability
Ratio = Gross Profit / Total
Assets: 25 % (8/18 points) Cash Return
On Invested Capital (CROIC)(ttm): 12 % Return on Invested Capital (ROIC): 13
On Invested Capital (CROIC)(ttm): 12 % Return
on Invested Capital (ROIC): 13
on Invested Capital (ROIC): 13 %
It is meant to act as a «backstop» to a bank's core capital
ratios which are based
on the riskiness of
assets.
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.
The rates and fees provided by CommonBond evaluation are estimates and the rates actually provided by CommonBond may be higher or lower depending
on your complete credit profile, and income /
asset considerations including but not limited to loan to value and debt to income
ratios.
Long before James Tobin assigned the letter «Q» to this
asset - price
ratio, financial analysts were using it as a means to judge how much capacity an economic sector had to take
on more loans.
If a fund had a 3.0 % tax - cost
ratio, it means that
on average each year, investors lost 3.0 % of their
assets to taxes.
footnote ** Forbes» «Best ETFs for Investors 2017,» published
on August 23, 2016, analyzed 480 exchange - traded products with
assets of $ 50 million or more and expense
ratios of 0.40 % or less.
While one might put the brakes
on this expectation after looking at the 175 % payout
ratio, Enbridge's reported EPS numbers are largely impacted by depreciation
on assets that may not be depreciating at the reported rate (many of these pipelines actually become worth a lot more over time).
This approach focuses
on stocks that are undervalued by the market, with low P / E
ratios, a strong
asset - to - liabilities
ratio, and strong financial fundamentals.
For instance, a P / B
ratio tends to be more useful for companies with a lot of hard
assets on their books, such as factories or equipment.
In an attempt to cast light
on this issue, my colleagues at Plexus
Asset Management have updated a previous multi-year comparison of the price - earnings (PE)
ratios of the S&P 500 Index (as a measure of stock valuations) and the forward real returns (considering total returns, i.e. capital movements plus dividends).
«We study companies and try to find undervalued securities... We're absolute value investors focusing
on asset values, book value discounts and low price to earnings
ratios to normalized earnings.
Based
on a comparison of total expense
ratios for U.S. sector - level ETFs with similar holdings and investment objectives (using the MSCI and S&P Global Industry Classification System — GICS) within the universe of 298 ETFs Morningstar has classified as the Sector Stock
asset class.
Some
assets generally have a large return
on investment
ratio while other have lower margins.
Based
on measuring the
asset - weighted expense
ratio of the entire mutual fund and ETF industry, our research found that an investor could save from 0.35 % to 0.46 % annually by moving to low - cost funds.
There are two simple
ratios using accruals not often reported or put
on financial websites but they do explain the state of quality of earnings, they are calculated by using two different approaches Balance sheet approach Calculate Accruals which is difference between beginning and ending NOA (Net operating
assets) Here, NOA = Net operating
assets = -LCB-(Total
assets — cash and equivalents and investments)--(Total...
Throughout the history of banking, and despite laws that have suppressed commercial banknotes while often imposing minimum (but never maximum) reserve
ratios on banks, bank reserves have generally constituted a very modest part of banks» total
assets, and therefore a modest amount compared to their their total liabilities.
On the basis of «snapshot», they will allocate CDY to our CoinEx account against a 1:1000 ratio on ViaBTC BCH asset
On the basis of «snapshot», they will allocate CDY to our CoinEx account against a 1:1000
ratio on ViaBTC BCH asset
on ViaBTC BCH
assets.
Specific debt - to - income requirements vary based
on a range of criteria including loan - to - value
ratio,
assets used to qualify for the loan and credit history but typically a successful applicant will have a total debt - to - income
ratio (including the proposed loan payment) below 43 % of monthly gross income.
This
ratio can be slightly misleading because
Assets are carried at book value rather than market value which might scew this
ratio depending
on the age of the
Assets.
Specific credit requirements vary based
on a range of criteria including loan - to - value, debt - to - income
ratios and
assets used to qualify for the loan.
Among the variables he examined: return
on assets, current
ratio, cash flow from operations, change in gross margin, and change in
asset turnover.
Does optimal
asset allocation, as measured by Sharpe
ratio, depend
on investment horizon?
«The majority of dairy security
assets are in prime farming areas where values have been maintained,» Westpac said, «Max 65 per cent of loan - to - value
ratio on farmland.»
So if the Current
Asset: Current Liability
ratio is less than 1, chances are, the company isn't doing very well — they can't pay back all the money they owe with the cash they'll have
on hand and will have to start selling long - term
assets, or look at refinancing the company, in order to pay their short - term bills.
Finance committee members are most likely to concentrate
on current
assets and current liabilities and be concerned if the
ratio between these, the current
ratio, varies significantly from that forecast in the institution's financial plan.
Sree, can you share your views
on Mirae
Asset Emerging Bluechip Fund — dirct plan Comparing with peers it is showing good metrics Download Data Fund Rating Fund Risk Grade Standard Deviation Sharpe
Ratio Sortino
Ratio Beta Alpha R - Squared Franklin India Prima Fund — Direct Plan Below Avg.
«We're wary of companies that have seen their debt - to - equity
ratios deteriorate,» said Tim Ng, the chief investment officer at New York - based Clearbrook Global Advisors, which advises
on US$ 28 billion of
assets.
It found that the CPP, which is the largest plan with $ 269 billion of
assets, had the highest expense
ratio at 1.07 % of its
assets on average for the whole period between 2009 and 2014.
A lender's willingness to give your company credit is going to depend directly
on your financial situation, such as your current income to debt
ratio, debt history, and ability to contribute personal
assets as collateral.
What are your thoughts
on the gross profits to
assets ratio?
Tobias found that gross profit to
asset ratio was superior to Joel Greenblatt's return
on invested capital since it avoided picking up small companies with large cash holdings relative to their size.
First, we will evaluate your overall financial picture, including your debt - to - income
ratio and
assets, based
on the information you provide.
The move effectively makes Fidelity's index funds less expensive than Vanguard's funds, based
on my analysis of expense
ratios detailed
on each
asset manager's website, though pricing differs by share class.
A company with a high return
on net
assets ratio, profit margin, or
asset turnover relative to its industry median tends to have greater mean reversion in these measures.
Second, JPMC proposes to exclude from the denominator of its tier 1 leverage capital
ratio, for purposes of applying the Board's tier 1 leverage capital guidelines for bank holding companies, the
assets of Bear Stearns existing
on the date of acquisition of Bear Stearns by JPMC, up to an amount not to exceed $ 400 billion.
Unfortunately, Canada's mutual funds boast some of the highest management expense
ratios (MERs) in the world:
on average, actively managed portfolio cost investors about 2.5 % of their
assets every year.
Similarly some industries are expensive based
on assets (high P / B
Ratio) while others are cheap (low P / B
Ratio).
Percentages are based
on asset - weighted average ETF expense
ratios.
Value is the buying of «cheap»
assets, at least based
on measures such as a low price - to - earnings (P / E)
ratio for stocks.
Joel Greenblatt has described why he used ROC in place of the commonly used financial
ratios like ROE (Return
on equity) or ROA (Return
on assets).
First of all, the
ratio is really only useful when you are looking at capital - intensive businesses, such as energy or transportation firms, or large manufacturing concerns, or financial businesses with plenty of
assets on the books.
Compensating factors can be any of the following:
Ratios, credit score, equity / down payment,
assets, and time
on the job.
When researching a bond fund, after checking out the expense
ratio and
asset allocation, I check two things (again, both
on the «portfolio» tab) to get an idea of the risk - level of the fund: