Compare Morningstar to Aeye, Dallasnews, RYU, ICON, Orea, Malaga

Comparing Morningstar to Aeye, Dallasnews, RYU, ICON, Orea, Malaga can help with the analysis of diversification possibilities from combining these positions into the same portfolio. You can use this module to analyze the advantages of Morningstar to Aeye, Dallasnews, RYU, ICON, Orea, Malaga, other equities' technical and fundamental indicators across other peers. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative strength of Morningstar to Aeye, Dallasnews, RYU, ICON, Orea, Malaga, and other instruments against each other as well as their competitors. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	MSTSX	LIDR	DALN	RYPPF	ISTAX	OREAF	MLGF
MSTSX		-0.72	-0.12	-0.5	0.47	0.45	-0.41	MSTSX
LIDR	-0.72		0.38	0.54	0.04	-0.42	0.39	LIDR
DALN	-0.12	0.38		0.44	0.35	0.29	-0.39	DALN
RYPPF	-0.5	0.54	0.44		-0.12	-0.01	-0.07	RYPPF
ISTAX	0.47	0.04	0.35	-0.12		0.04	-0.08	ISTAX
OREAF	0.45	-0.42	0.29	-0.01	0.04		-0.7	OREAF
MLGF	-0.41	0.39	-0.39	-0.07	-0.08	-0.7		MLGF
	MSTSX	LIDR	DALN	RYPPF	ISTAX	OREAF	MLGF

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Risk-Adjusted Indicators

Nowadays, there is a big difference between company stock performing well and the company as a business doing well compared to the competition. There are way too many exceptions to the normal that no investors can tell for sure what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competition. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Information Ratio	Expected Shortfall	Potential Upside	Value At Risk	Maximum Drawdown
MSTSX	0.64	0.05	0.06	(1.84)	0.71	0.06	(0.77)	1.41	(1.43)	2.86	Morningstar Unconstrained Profile Morningstar Unconstrained Dashboard Technical analysis Backtest News Timeline
LIDR	6.56	(1.24)	0.00	(0.79)	0.00	(0.14)	0.00	11.76	(16.13)	52.08	Aeye Profile Aeye Dashboard Technical analysis Backtest News Timeline Fundamentals Trends
DALN	1.59	(0.16)	0.00	(0.23)	0.00	(0.08)	0.00	3.34	(3.49)	9.45	Dallasnews Corp Profile Dallasnews Corp Dashboard Technical analysis Backtest News Timeline Fundamentals Trends
RYPPF	8.61	0.41	0.01	(1.76)	11.75	0.021	(35.92)	31.15	(28.24)	136.36	RYU Apparel Profile RYU Apparel Dashboard
ISTAX	1.01	(0.05)	0.00	(0.04)	0.00	(0.0368)	0.00	1.78	(2.19)	5.21	ICON LONGSHORT Profile ICON LONGSHORT Dashboard Technical analysis Backtest News Timeline
OREAF	1.66	0.11	0.00	(0.56)	0.00	0.023	0.00	12.50	0.00	36.51	Orea Mining Profile Orea Mining Dashboard Technical analysis Backtest
MLGF	0.87	(0.05)	0.00	(0.12)	0.00	(0.0309)	0.00	2.22	(3.18)	9.80	Malaga Financial Profile Malaga Financial Dashboard Technical analysis Backtest

Cross Equities Net Income Analysis

Compare Morningstar Unconstrained, Aeye Inc, Dallasnews Corp, RYU Apparel, ICON LONGSHORT FUND, Orea Mining Corp, and Malaga Financial Net Income Over Time

Select Fundamental

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

2023

LIDR

(28.7 M)

(26.6 M)

(65 M)

(98.7 M)

(101.3 M)

DALN

526 K

16.1 M

92.9 M

(17.8 M)

(19.3 M)

10.2 M

(25.2 M)

9.3 M

(6.9 M)

(467 K)

(9.8 M)

(10 M)

Morningstar Unconstrained, Aeye Inc, Dallasnews Corp, RYU Apparel, ICON LONGSHORT FUND, Orea Mining Corp, and Malaga Financial Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. The portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of Net Income Available to Non-controlling Interests from Consolidated Income; and before the deduction of Preferred Dividends.

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	MSTSX	LIDR	DALN	RYPPF	ISTAX	OREAF	MLGF
	0.71 9.93 Morningstar	5.56 0.19 Aeye	2.25 3.91 Dallasnews	3.12 0.0066 RYU	0.08 24.40 ICON	0.00 0.07 Orea	0.22 22.95 Malaga
Market Volatility (90 Days Market Risk)	Very steady	Out of control	Slightly risky	Out of control	Very steady	Out of control	Very steady
Market Performance (90 Days Performance)	Good	Very Weak	Very Weak	Very Weak	Modest	Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Very Small	Very High	Very High	Significantly High	Very Small	Quite High	Very Small
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Fairly Valued	Over Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Hold	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Sell	Hold	Not Rated	Strong Hold	Strong Sell	Cautious Hold
Number of Shares Shorted	N/A	8.03 M	85.88 K	N/A	N/A	N/A	N/A
Shares Owned by Insiders	N/A	15.50 %	4.98 %	12.92 %	N/A	1.86 %	N/A
Current Ratio	N/A	8.31 X	2.09 X	0.38 X	N/A	0.95 X	N/A
Net Asset	215.11 M	133.34 M	72.27 M	3.01 M	61.78 M	274 K	N/A
Profit Margin	N/A	N/A	(0.07) %	(0.60) %	N/A	N/A	0.49 %
EBITDA	N/A	(95.84 M)	(5.96 M)	(9.01 M)	N/A	(36.99 M)	N/A
Operating Margin	N/A	(31.17) %	(0.0305) %	(4.82) %	N/A	N/A	0.70 %
Current Valuation	N/A	50.25 M	7.01 M	6.35 M	N/A	12.47 M	347.35 M
Cash Flow from Operations	N/A	(71.65 M)	(13.93 M)	(4.61 M)	N/A	(1.43 M)	21.51 M
Retained Earnings	N/A	(250.51 M)	(427.44 M)	(28.74 M)	N/A	N/A	20.03 M
Five Year Return	N/A	N/A	10.57 %	N/A	4.02 %	N/A	3.97 %
Current Asset	N/A	N/A	N/A	430 K	N/A	N/A	N/A
One Year Return	0.20 %	N/A	N/A	N/A	4.24 %	N/A	N/A
Beta	N/A	2.53	0.9	0.4	N/A	0.14	0.55
Price to Book	N/A	1.20 X	0.94 X	2.77 X	2.05 X	402.26 X	N/A
Cash Position Weight	14.28 %	N/A	N/A	N/A	16.89 %	N/A	N/A
Equity Positions Weight	61.63 %	N/A	N/A	N/A	83.11 %	N/A	N/A
Shares Outstanding	N/A	176.89 M	4.74 M	212.23 M	N/A	226.97 M	N/A
Three Year Return	N/A	N/A	N/A	N/A	3.65 %	N/A	N/A
Annual Yield	N/A	N/A	0.16 %	N/A	N/A	N/A	0.0433 %
Total Debt	N/A	19.62 M	18.76 M	2.85 M	N/A	84 K	168.92 M
Return On Equity	N/A	(0.90) %	(0.41) %	N/A	N/A	(1.98) %	0.12 %
Bond Positions Weight	22.72 %	N/A	N/A	N/A	N/A	N/A	N/A
Price to Earning	N/A	N/A	N/A	(1.29) X	16.13 X	N/A	10.05 X
Z Score	N/A	-3.21	-5.38	-18.6	N/A	N/A	N/A
Holdings Turnover	269.00 %	N/A	N/A	N/A	N/A	N/A	N/A
Shares Owned by Institutions	N/A	39.83 %	37.10 %	N/A	N/A	N/A	1.21 %
Return On Asset	N/A	(0.43) %	(0.0336) %	(1.55) %	N/A	(0.18) %	0.0141 %
Book Value Per Share	N/A	0.44 X	1.66 X	(0.037) X	N/A	(0.004) X	19.82 X
Cash and Equivalents	N/A	125.76 M	33.03 M	271.83 K	N/A	327 K	16.65 M
Current Liabilities	N/A	N/A	N/A	1.28 M	N/A	N/A	N/A
Total Asset	215.11 M	133.34 M	72.27 M	3.01 M	61.78 M	274 K	341.97 M
Short Ratio	N/A	3.22 X	2.14 X	N/A	N/A	N/A	N/A
Target Price	N/A	1.0	3.0	N/A	N/A	N/A	N/A
Last Dividend Paid	N/A	N/A	0.64	N/A	N/A	N/A	0.95
Price to Sales	N/A	29.29 X	0.15 X	2.09 X	1.94 X	N/A	0.92 X
Market Capitalization	50.36 M	33.29 M	21.14 M	3.4 M	27.62 M	18.09 M	41.82 M
Cash per Share	N/A	0.79 X	6.17 X	N/A	N/A	N/A	2.05 X
Net Income	N/A	(98.71 M)	(9.79 M)	(10.04 M)	N/A	(37.09 M)	19.6 M
Earnings Per Share	N/A	(0.63) X	(1.83) X	N/A	N/A	(0.015) X	2.42 X
Debt to Equity	N/A	0.15 %	0.76 %	3.53 %	N/A	1.91 %	N/A
Revenue	N/A	3.65 M	150.65 M	1.27 M	N/A	N/A	40.31 M
Working Capital	N/A	82.99 M	25.17 M	(848 K)	N/A	N/A	N/A
Ten Year Return	N/A	N/A	N/A	N/A	8.34 %	N/A	N/A
Gross Profit	N/A	(5.08 M)	(2.03 M)	(3.81 K)	N/A	N/A	40.31 M
Coefficient Of Variation	1320.84	(718.33)	(1,289)	4639.77	(3,420)	3992.19	(4,055)
Mean Deviation	0.6443	6.56	1.59	8.61	1.01	1.66	0.8723
Jensen Alpha	0.0525	(1.24)	(0.16)	0.4079	(0.047969)	0.1132	(0.048927)
Total Risk Alpha	0.0526	(1.23)	(0.16)	0.41	(0.047956)	0.1138	(0.048799)
Sortino Ratio	0.0624	N/A	N/A	0.013	N/A	N/A	N/A
Downside Variance	0.7113	N/A	N/A	987.33	N/A	N/A	N/A
Standard Deviation	0.8254	8.8	1.97	19.39	1.3	4.92	1.58
Kurtosis	(0.27)	2.89	(0.24)	10.94	0.1091	9.64	3.95
Potential Upside	1.41	11.76	3.34	31.15	1.78	12.5	2.22
Treynor Ratio	(1.84)	(0.79)	(0.23)	(1.76)	(0.037417)	(0.56)	(0.12)
Maximum Drawdown	2.86	52.08	9.45	136.36	5.21	36.51	9.8
Variance	0.6813	77.48	3.87	376.06	1.7	24.21	2.5
Market Risk Adjusted Performance	(1.83)	(0.78)	(0.22)	(1.75)	(0.027417)	(0.55)	(0.11)
Risk Adjusted Performance	0.068	(0.12)	(0.07)	0.0292	(0.023667)	0.031	(0.018263)
Skewness	(0.11)	0.9293	(0.17)	2.13	(0.12)	(0.63)	0.0457
Semi Deviation	0.7105	N/A	N/A	11.75	N/A	N/A	N/A
Information Ratio	0.0637	(0.14)	(0.08)	0.021	(0.036843)	0.023	(0.03093)
Value At Risk	(1.43)	(16.13)	(3.49)	(28.24)	(2.19)	N/A	(3.18)
Expected Short fall	(0.77)	N/A	N/A	(35.92)	N/A	N/A	N/A
Downside Deviation	0.8434	N/A	N/A	31.42	N/A	N/A	N/A
Semi Variance	0.5048	N/A	N/A	138.15	N/A	N/A	N/A

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including::

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.

	Size And Style ETFs Sold over 500 shares	Go
	Robots And Drones Invested over 100 shares	Go
	Medical Equipment Invested over 200 shares	Go
	Millennials Best Invested few shares	Go
	Baby Boomer Prospects Sold over 100 shares	Go

Check out your portfolio center. Note that this page's information should be used as a complementary analysis 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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Working Capital	Tangible Assets Book Value per Share
Tangible Asset Value	Sales per Share
Return on Sales	Return on Invested Capital
Return on Average Equity	Return on Average Assets
Price to Sales Ratio	Price Sales Damodaran Method
Price to Earnings Ratio	Price Earnings Damodaran Method
Price to Book Value	Payout Ratio
Profit Margin	Market Capitalization
Invested Capital Average	Invested Capital
Gross Margin	Foreign Currency to USD Exchange Rate
Free Cash Flow per Share	Free Cash Flow
Enterprise Value over EBITDA	Enterprise Value over EBIT
Enterprise Value	Average Equity
Earnings per Basic Share USD	Earnings per Diluted Share
Earnings per Basic Share	Earnings before Tax
Earnings Before Interest Taxes and Depreciation Amortization USD	EBITDA Margin
Earnings Before Interest Taxes and Depreciation Amortization EBITDA	Dividends per Basic Common Share
Dividend Yield	Debt to Equity Ratio
Current Ratio	Book Value per Share
Asset Turnover	Average Assets
Total Assets Per Share	Net Assets Per Share
Cash Flow Per Share	Revenue Per Employee
Net Income Per Employee	Return on Investment
Operating Margin	Calculated Tax Rate
Receivables Turnover	Inventory Turnover
PPandE Turnover	Cash and Equivalents Turnover
Accounts Payable Turnover	Accrued Expenses Turnover
Interest Coverage	Long Term Debt to Equity
Quick Ratio	Net Current Assets as percentage of Total Assets
Revenue to Assets