T Rowe Financials

We advise to exercise T Rowe fundamental analysis to find out if markets are at this time mispricing the fund. In other words this technique allows you to confirm available indicators of T Rowe Price as well as the relationship between them. We were able to break down and interpolate data for fifteen available drivers for T Rowe Price, which can be compared to its competition. Use T Rowe Price price to earning, year to date return, as well as the relationship between the Year To Date Return and cash position weight to make sure your decision on pricing T Rowe Price is adequate.
With this module, you can analyze PACOX financials for your investing period. You should be able to track the changes in T Rowe individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past T Rowe Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of T Rowe's financial statements are interrelated, with each one affecting the others. For example, an increase in T Rowe's assets may result in an increase in income on the income statement.
Evaluating T Rowe'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 T Rowe'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 T Rowe's relative financial performance

Chance Of Distress

Less than 35

 
100  
 
Zero
Below Average
T Rowe Price has less than 35 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for T Rowe 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 T Rowe's official financial statements usually reflect T Rowe'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 T Rowe Price. For example, before you start analyzing numbers published by PACOX accountants, it's critical to develop an understanding of what T Rowe's liquidity, profitability, and earnings quality are in the context of the T. Rowe Price space in which it operates.
Please note that past performance is not an indicator of the future performance of T Rowe, 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. .

T Rowe Company Summary

T Rowe competes with Pnc International, Morningstar Growth, L Abbett, Vy Baron, and Rational Defensive. The fund uses a disciplined portfolio construction process whereby it weights each sector and industry approximately the same as the Standard Poors 500 Stock Index . T Rowe is traded on NASDAQ Exchange in the United States.
Specialization
Large Blend, Large Growth
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressT Rowe Price
Mutual Fund FamilyT. Rowe Price
Mutual Fund CategoryLarge Blend
BenchmarkNYSE Composite
Phone800 638 5660
CurrencyUSD - US Dollar

PACOX Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining T Rowe's current stock value. Our valuation model uses many indicators to compare T Rowe value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across T Rowe competition to find correlations between indicators driving T Rowe's intrinsic value. More Info.
T Rowe Price is rated top fund in price to sales among similar funds. It is rated top fund in ten year return among similar funds reporting about  6.44  of Ten Year Return per Price To Sales. . Comparative valuation analysis is a catch-all model that can be used if you cannot value T Rowe by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for T Rowe'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 T Rowe's earnings, one of the primary drivers of an investment's value.

T Rowe Price Systematic Risk

T Rowe's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. T Rowe 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on T Rowe Price correlated with the market. If Beta is less than 0 T Rowe generally moves in the opposite direction as compared to the market. If T Rowe Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one T Rowe Price is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of T Rowe is generally in the same direction as the market. If Beta > 1 T Rowe moves generally in the same direction as, but more than the movement of the benchmark.

About T Rowe Financials

What exactly are T Rowe 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 T Rowe's income statement, its balance sheet, and the statement of cash flows. Potential T Rowe investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although T Rowe investors may use each financial statement separately, they are all related. The changes in T Rowe's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on T Rowe'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 T Rowe 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 T Rowe 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 PACOX 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 T Rowe's financials are consistent with your investment objective using the following steps:
  • Review T Rowe'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 T Rowe'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 T Rowe'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 T Rowe'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. T Rowe Price is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 12.26 Billion. T Rowe holds roughly 789.72 Million in net asset claiming about 6% of funds under Large Blend category.

T Rowe March 19, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of T Rowe help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of T Rowe Price. We use our internally-developed statistical techniques to arrive at the intrinsic value of T Rowe Price based on widely used predictive technical indicators. In general, we focus on analyzing PACOX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build T Rowe's daily price indicators and compare them against related drivers.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in T Rowe Price. 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 persons.
You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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When running T Rowe's price analysis, check to measure T Rowe'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 T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between T Rowe's value and its price as these two are different measures arrived at by different means. Investors typically determine if T Rowe is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, T Rowe'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.