Sentences with phrase «on assets ratios»

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): 13On Invested Capital (CROIC)(ttm): 12 % Return on Invested Capital (ROIC): 13on 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 assetOn the basis of «snapshot», they will allocate CDY to our CoinEx account against a 1:1000 ratio on ViaBTC BCH asseton 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: