SP 500 Financial Statements From 2010 to 2021

SPHQ -  USA Etf  

USD 51.69  0.36  0.70%

SP 500 financial statements provide useful quarterly and yearly information to potential SP 500 Quality investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on SP 500 financial statements helps investors assess SP 500's valuation, profitability, and current liquidity needs.
There are currently fifteen fundamental measures for SP 500 that can be evaluated and compared over time across peers in the sector. Make sure you double-check SP 500's latest fundamentals against the trend between 2010 and 2021 to make sure the company can sustain itself in the coming quarters.
.

SP 500 Financial Statements 

 
Refresh
Check SP 500 financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among SP 500 main balance sheet or income statement drivers, such as Net Income of 3.4 M or Revenues of 4.1 M, as well as many exotic indicators such as Net Assets Per Share of 14.78, Accrued Expenses Turnover of 13.12 or Revenue to Assets of 0.0151. SP 500 financial statements analysis is a perfect complement when working with SP 500 Valuation or Volatility modules. It can also supplement various SP 500 Technical models. Additionally, take a look at the analysis of SP 500 Correlation against competitors.

SP 500 Revenues

4.07 MillionShare

SP 500 Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets168.1 M207.7 M203 M
Increasing
Slightly volatile
Cash and Equivalents294296323
Decreasing
Slightly volatile
Total LiabilitiesM1.8 M1.7 M
Increasing
Slightly volatile
Shareholders Equity166.8 M205.9 M201.4 M
Increasing
Slightly volatile

SP 500 Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Revenues4.1 M3.8 M3.7 M
Increasing
Slightly volatile
Net Income3.4 M3.2 M3.1 M
Increasing
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Earnings per Basic Share0.270.30.3057
Increasing
Slightly volatile
Earnings per Diluted Share0.270.30.3057
Increasing
Slightly volatile
Return on Average Equity1.431.691.6582
Increasing
Slightly volatile
Return on Average Assets1.421.681.6491
Increasing
Slightly volatile
Profit Margin64.2475.5573.8176
Increasing
Slightly volatile
Asset Turnover0.01810.020.0204
Increasing
Stable
Total Assets Per Share14.8816.2216.9091
Increasing
Stable
Net Assets Per Share14.7816.0816.7804
Increasing
Stable
Accrued Expenses Turnover13.1215.3515.2744
Increasing
Slightly volatile
Revenue to Assets0.01510.01640.017
Increasing
Stable

SP 500 Fundamental Market Drivers

Average Daily Volume Last 10 Day375.38k
Average Daily Volume In Three Month500.31k
Fifty Day Average49.85
Two Hundred Day Average48.51

About SP 500 Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include SP 500 income statement, its balance sheet, and the statement of cash flows. SP 500 investors use historical funamental indicators, such as SP 500's revenue or net income, to determine how well the company is positioned to perform in the future. Although SP 500 investors may use each financial statement separately, they are all related. The changes in SP 500's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on SP 500'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. We offer a historical overview of the basic patterns found on SP 500 Financial Statements. Understanding these patterns can help to make the right decision on long term investment in SP 500. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2021
Revenues3.8 M4.1 M
Revenue to Assets 0.0164  0.0151 
The investment seeks to track the investment results of the SP 500 Quality Index. The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. In selecting constituent securities for the underlying index, the index provider calculates the quality score of each security in the SP 500 Index, then selects the 100 stocks with the highest quality score for inclusion in the underlying index.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SP 500 without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Theme Ratings Now

   

Theme Ratings

Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
All  Next Launch Module

Currently Active Assets on Macroaxis

Additionally, take a look at the analysis of SP 500 Correlation against competitors. Note that the SP 500 Quality information on this page should be used as a complementary analysis to other SP 500'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 Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Complementary Tools for SP 500 Etf analysis

When running SP 500 Quality price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
The market value of SP 500 Quality is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500'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 SP 500's market value can be influenced by many factors that don't directly affect SP 500 Quality underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.