Middleby Corp Return On Equity vs. Shares Owned By Insiders
| MIDD Stock | USD 133.08 0.44 0.33% |
Return On Equity | First Reported 2010-12-31 | Previous Quarter 0.14 | Current Value 0.096 | Quarterly Volatility 0.06161671 |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.29 | 0.32 |
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| Operating Profit Margin | 0.1 | 0.14 |
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| Pretax Profit Margin | 0.08 | 0.13 |
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For Middleby Corp profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Middleby Corp to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Middleby Corp utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Middleby Corp's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Middleby Corp over time as well as its relative position and ranking within its peers.
Middleby |
Middleby Corp's Revenue Breakdown by Earning Segment
Check out Correlation Analysis.
Is Middleby Corp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Middleby Corp. If investors know Middleby will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Middleby Corp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.13) | Earnings Share 7.18 | Revenue Per Share 73.82 | Quarterly Revenue Growth (0.08) | Return On Assets 0.0641 |
The market value of Middleby Corp is measured differently than its book value, which is the value of Middleby that is recorded on the company's balance sheet. Investors also form their own opinion of Middleby Corp's value that differs from its market value or its book value, called intrinsic value, which is Middleby Corp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Middleby Corp's market value can be influenced by many factors that don't directly affect Middleby Corp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Middleby Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine if Middleby Corp is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Middleby Corp'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.
Middleby Corp Shares Owned By Insiders vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Middleby Corp's current stock value. Our valuation model uses many indicators to compare Middleby Corp value to that of its competitors to determine the firm's financial worth. Middleby Corp is rated below average in return on equity category among related companies. It is regarded fourth in shares owned by insiders category among related companies making about 9.46 of Shares Owned By Insiders per Return On Equity. At present, Middleby Corp's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value Middleby Corp by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Middleby Corp's Stock. 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 Middleby Corp's earnings, one of the primary drivers of an investment's value.Middleby Corp's Earnings Breakdown by Geography
Middleby Shares Owned By Insiders vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Middleby Corp |
| = | 0.13 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
Middleby Corp |
| = | 1.19 % |
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Middleby Shares Owned By Insiders Comparison
Middleby Corp is currently under evaluation in shares owned by insiders category among related companies.
Middleby Corp Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Middleby Corp, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Middleby Corp will eventually generate negative long term returns. The profitability progress is the general direction of Middleby Corp's change in net profit over the period of time. It can combine multiple indicators of Middleby Corp, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -223.2 M | -212 M | |
| Operating Income | 731.5 M | 768.1 M | |
| Income Before Tax | 519.4 M | 545.3 M | |
| Total Other Income Expense Net | -212.1 M | -201.5 M | |
| Net Income | 400.9 M | 420.9 M | |
| Income Tax Expense | 118.5 M | 124.4 M | |
| Net Income Applicable To Common Shares | 502.1 M | 527.2 M | |
| Net Income From Continuing Ops | 457.8 M | 288.3 M | |
| Non Operating Income Net Other | -26 M | -24.7 M | |
| Interest Income | 25.3 M | 17.7 M | |
| Net Interest Income | -118.5 M | -112.6 M | |
| Change To Netincome | 45.5 M | 34.1 M | |
| Net Income Per Share | 7.26 | 7.63 | |
| Income Quality | 0.69 | 0.78 | |
| Net Income Per E B T | 0.70 | 0.44 |
Middleby Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Middleby Corp. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Middleby Corp position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Middleby Corp's important profitability drivers and their relationship over time.
Use Middleby Corp in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Middleby Corp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Middleby Corp will appreciate offsetting losses from the drop in the long position's value.Middleby Corp Pair Trading
Middleby Corp Pair Trading Analysis
The ability to find closely correlated positions to Middleby Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Middleby Corp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Middleby Corp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Middleby Corp to buy it.
The correlation of Middleby Corp is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Middleby Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Middleby Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Middleby Corp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Middleby Corp position
In addition to having Middleby Corp in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Coal
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Coal theme has 12 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Coal Theme or any other thematic opportunities.
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Check out Correlation Analysis. For information on how to trade Middleby Stock refer to our How to Trade Middleby Stock guide.Note that the Middleby Corp information on this page should be used as a complementary analysis to other Middleby Corp's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Middleby Stock analysis
When running Middleby Corp's price analysis, check to measure Middleby Corp'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 Middleby Corp is operating at the current time. Most of Middleby Corp's value examination focuses on studying past and present price action to predict the probability of Middleby Corp's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Middleby Corp's price. Additionally, you may evaluate how the addition of Middleby Corp to your portfolios can decrease your overall portfolio volatility.
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To fully project Middleby Corp's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Middleby Corp at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Middleby Corp's income statement, its balance sheet, and the statement of cash flows.