Small Capitalization Financials

SSCYX Fund  USD 6.26  0.01  0.16%   
You can exercise Small Capitalization fundamental data analysis to find out if markets are presently mispricing the entity. We have analyzed and interpolated fifteen available drivers for Small Capitalization Portfolio, which can be compared to its competition. Use Small Capitalization year to date return, as well as the relationship between the five year return and minimum initial investment to make sure your decision on pricing Small Capitalization is adequate. The fund experiences a normal upward fluctuation. Check odds of Small Capitalization to be traded at $6.57 in 90 days.
With this module, you can analyze Small financials for your investing period. You should be able to track the changes in Small Capitalization individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  
Understanding current and past Small Capitalization Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Small Capitalization's financial statements are interrelated, with each one affecting the others. For example, an increase in Small Capitalization's assets may result in an increase in income on the income statement.
Evaluating Small Capitalization'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 Small Capitalization'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 Small Capitalization's relative financial performance

Chance Of Distress

Less than 34

 
100  
 
Zero
Below Average
Small Capitalization Portfolio has less than 34 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Small Capitalization 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.
More Info
The data published in Small Capitalization's official financial statements usually reflect Small Capitalization'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 Small Capitalization. For example, before you start analyzing numbers published by Small accountants, it's critical to develop an understanding of what Small Capitalization's liquidity, profitability, and earnings quality are in the context of the Saratoga space in which it operates.
Please note that past performance is not an indicator of the future performance of Small Capitalization, 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. .

Small Capitalization Company Summary

Small Capitalization competes with Gmo Global, Ab Conservative, Us Vector, Locorr Dynamic, and Tax-managed International. The fund will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. Saratoga Small is traded on NASDAQ Exchange in the United States.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressSaratoga Advantage Trust
Mutual Fund FamilySaratoga
Mutual Fund CategorySmall Blend
BenchmarkNYSE Composite
Phone800 807 3863
CurrencyUSD - US Dollar

Small Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Capitalization competition to find correlations between indicators driving Small Capitalization's intrinsic value. More Info.
Small Capitalization Portfolio is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about  0.13  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Small Capitalization Portfolio is roughly  7.93 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Small Capitalization by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Small Capitalization'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 Small Capitalization's earnings, one of the primary drivers of an investment's value.

Small Capitalization Systematic Risk

Small Capitalization's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Capitalization 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 five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Small Capitalization correlated with the market. If Beta is less than 0 Small Capitalization generally moves in the opposite direction as compared to the market. If Small Capitalization Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Capitalization is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Capitalization is generally in the same direction as the market. If Beta > 1 Small Capitalization moves generally in the same direction as, but more than the movement of the benchmark.
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About Small Capitalization Financials

What exactly are Small Capitalization 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 Small Capitalization's income statement, its balance sheet, and the statement of cash flows. Potential Small Capitalization investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Small Capitalization investors may use each financial statement separately, they are all related. The changes in Small Capitalization's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Small Capitalization'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 Small Capitalization 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 Small Capitalization 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 Small 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 Small Capitalization's financials are consistent with your investment objective using the following steps:
  • Review Small Capitalization'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 Small Capitalization'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 Small Capitalization'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 Small Capitalization'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. Small Capitalization Portfolio is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 7.84 Billion. Small Capitalization adds roughly 7.34 Million in net asset claiming only tiny portion of funds listed under Small Blend category.

Small Capitalization February 26, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Small Capitalization help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Capitalization Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Capitalization Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Capitalization's daily price indicators and compare them against related drivers.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Small Capitalization Portfolio. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

Complementary Tools for Small Mutual Fund analysis

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