Ivy Small Financials

IYSYX Fund  USD 16.60  0.02  0.12%   
You can make use of fundamental analysis to find out if Ivy Small Cap is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We have analyzed and interpolated fifteen available reported financial drivers for Ivy Small Cap, which can be compared to its competitors. Use Ivy Small Cap number of employees and the relationship between the year to date return and five year return to make sure your decision on pricing Ivy Small Cap is adequate. The fund experiences a normal downward trend and little activity. Check odds of Ivy Small to be traded at $16.43 in 90 days.
With this module, you can analyze Ivy financials for your investing period. You should be able to track the changes in Ivy Small individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past Ivy Small Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Ivy Small's financial statements are interrelated, with each one affecting the others. For example, an increase in Ivy Small's assets may result in an increase in income on the income statement.
Evaluating Ivy Small's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of Ivy Small's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the Ivy Small's relative financial performance

Chance Of Distress

Less than 44

 
100  
 
Zero
Below Average
Ivy Small Cap has less than 44 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Ivy Small mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
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The data published in Ivy Small's official financial statements usually reflect Ivy Small's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Ivy Small Cap. For example, before you start analyzing numbers published by Ivy accountants, it's critical to develop an understanding of what Ivy Small's liquidity, profitability, and earnings quality are in the context of the Ivy Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Ivy Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Ivy Small Company Summary

Ivy Small competes with USCF Gold, Ivy Large, Ivy Small, Ivy High, and Ivy Apollo. The fund invests primarily in various types of equity securities of small- and mid-capitalization companies that the manager believes have the greatest potential for capital appreciation. At least 80 percent of the funds net assets will be invested in common stocks of small- and mid-capitalization companies. Small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2500TM Index at the time of purchase and mid-capitalization companies are those within the market capitalization range of the Russell Midcap Index at the time of purchase.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressIvy Funds
Mutual Fund FamilyIvy Funds
Mutual Fund CategorySmall Blend
BenchmarkNYSE Composite
Phone800 777 6472
CurrencyUSD - US Dollar

Ivy Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Small's current stock value. Our valuation model uses many indicators to compare Ivy Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Small competition to find correlations between indicators driving Ivy Small's intrinsic value. More Info.
Ivy Small Cap is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in equity positions weight among similar funds making about  61.09  of Equity Positions Weight per Three Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Ivy Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Ivy Small's Mutual Fund . 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 Ivy Small's earnings, one of the primary drivers of an investment's value.

Ivy Small Cap Systematic Risk

Ivy Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ivy Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Ivy Small Cap correlated with the market. If Beta is less than 0 Ivy Small generally moves in the opposite direction as compared to the market. If Ivy Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ivy Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ivy Small is generally in the same direction as the market. If Beta > 1 Ivy Small moves generally in the same direction as, but more than the movement of the benchmark.

About Ivy Small Financials

What exactly are Ivy Small Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Ivy Small's income statement, its balance sheet, and the statement of cash flows. Potential Ivy Small investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Ivy Small investors may use each financial statement separately, they are all related. The changes in Ivy Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ivy Small's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze Ivy Small Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Ivy Small is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Ivy has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if Ivy Small's financials are consistent with your investment objective using the following steps:
  • Review Ivy Small's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand Ivy Small's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare Ivy Small's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Ivy Small's stock is overvalued or undervalued.
Remember, these are just guidelines and should not be the only basis for investment decisions. It is always important to analyze the leading stock market indicators., conduct additional research and seek professional advice if needed. Ivy Small Cap is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 21.88 Billion. Ivy Small holds roughly 782.41 Million in net asset claiming about 4% of funds listed under Small Blend category.

Ivy Small March 19, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Ivy Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ivy Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ivy Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Ivy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ivy Small's daily price indicators and compare them against related drivers.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ivy Small Cap. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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When running Ivy Small's price analysis, check to measure Ivy Small'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 Ivy Small is operating at the current time. Most of Ivy Small's value examination focuses on studying past and present price action to predict the probability of Ivy Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ivy Small's price. Additionally, you may evaluate how the addition of Ivy Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Ivy Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ivy Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ivy Small'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.