Palm Valley Competition

Mutual Funds . USA . 
Fund . Palm Valley Capital
PVCMX Fund  USD 12.64  0.01  0.08%   
Palm Valley Capital competes with Fidelity Large, HUMANA, Thrivent High, Via Renewables, and T Rowe; as well as few others. The fund is listed under Small Value category and is part of Palm Valley family. The entity is thematically classified as Small Value Funds. Analyzing Palm Valley competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Palm Valley to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Palm Valley Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. 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 effect of Palm Valley competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Palm Valley's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
12.4212.6312.84
Details
Intrinsic
Valuation
LowRealHigh
12.4012.6112.82
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Palm Valley. Your research has to be compared to or analyzed against Palm Valley's peers to derive any actionable benefits. When done correctly, Palm Valley's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Palm Valley Capital.

Palm Valley Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Palm Valley and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Palm and its corresponding peer 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; in other words, the historical price movement of Palm Valley Capital does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
RRTLX
+ 0.99
FLCOX
KNG
+ 0.99
FLCOX
KNG
+ 0.97
RRTLX
VIASP
+ 0.86
FLCOX
KNG
+ 0.85
VIASP
RRTLX
+ 0.84
VIASP
  
High negative correlations   
VIASP
- 0.28
444859BR2
AQUI
- 0.12
444859BR2
RRTLX
- 0.09
444859BR2
444859BR2
- 0.08
FLCOX
KNG
- 0.05
444859BR2
KNG
- 0.0
SCAXF

Risk-Adjusted Indicators

There is a big difference between Palm Mutual Fund performing well and Palm Valley Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Palm Valley's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Palm Valley Competitive Analysis

The better you understand Palm Valley competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Palm Valley's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Palm Valley's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PVCMX FLCOX 444859BR2 AQUI LBHIX SCAXF VIASP RRTLX KNG
 0.08 
 12.64 
Palm
 0.12 
 16.68 
Fidelity
 7.94 
 84.12 
HUMANA
 0.00 
 0.01 
Aquagold
 0.49 
 4.09 
Thrivent
 0.00 
 0.01 
Sparta
 0.26 
 19.45 
Via
 0.43 
 11.68 
RRTLX
 0.35 
 51.37 
KNG
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
Insignificant
Good
Very Weak
Very Weak
OK
Modest
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Below Average
Below Average
Low
Low
Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
0.62
3.49
N/A
N/A
Net Asset
5.93 M
6.26 B
N/A
3.19 K
674.44 M
3.06 M
355.28 M
1.46 B
468.87 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
EBITDA
N/A
N/A
N/A
(727.69 K)
N/A
(21.53 K)
33.09 M
N/A
N/A
Current Valuation
N/A
N/A
N/A
912.76 K
N/A
5.73 M
535.95 M
N/A
N/A
Price To Book
N/A
N/A
N/A
N/A
1.58
34.42
N/A
2.13
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
N/A
Five Year Return
N/A
8.85
N/A
N/A
2.38
N/A
8.97
0.0406
8.4
Retained Earnings
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
One Year Return
7.04
14.75
N/A
N/A
6.23
N/A
N/A
0.067
7.0
Beta
N/A
N/A
N/A
7.05
N/A
1.75
1.16
N/A
0.84
Cash Position Weight
81.46
0.28
N/A
N/A
6.56
N/A
N/A
7.22
N/A
Equity Positions Weight
13.53
99.72
N/A
N/A
0.07
N/A
N/A
38.52
98.65
Number Of Employees
1
1
N/A
7
1
8
169
1
634
Shares Outstanding
N/A
N/A
N/A
965.83 K
N/A
233.95 M
N/A
N/A
N/A
Three Year Return
4.34
5.8
N/A
N/A
0.88
N/A
N/A
0.0491
4.1
Cash Flow From Operations
N/A
N/A
N/A
(218.19 K)
N/A
210.37 K
12.7 M
N/A
N/A
Annual Yield
0.0278
0.0182
N/A
N/A
0.0582
N/A
0.0972
0.0219
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
125 K
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
92.23
N/A
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
-5.5
N/A
-0.21
-0.11
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
-1.18
N/A
-0.002
3.66
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
2.5 K
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
Total Asset
79.47 M
N/A
N/A
3.19 K
347.66 M
3.06 M
355.28 M
1.03 B
468.87 M
Last Dividend Paid
N/A
0.05
N/A
N/A
0.02
N/A
0.73
0.14
0.39
Debt To Equity
N/A
N/A
N/A
N/A
N/A
101.0
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Market Capitalization
N/A
N/A
N/A
96.58 K
N/A
7.72 M
N/A
N/A
N/A
Price To Earning
N/A
N/A
N/A
-0.22
35.48
19.55
26.83
18.25
N/A
Price To Sales
N/A
N/A
N/A
N/A
1.23
0.63
N/A
1.57
N/A
Net Income
N/A
N/A
N/A
(627.79 K)
N/A
(609.44 K)
5.2 M
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
-0.63
N/A
-0.003
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
N/A
Year To Date Return
1.04
4.51
N/A
N/A
0.74
N/A
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
N/A
Working Capital
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
6.0
N/A
N/A
5.76
N/A
Cash And Equivalents
N/A
N/A
N/A
1.15 K
N/A
909.32 K
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
(143.88 K)
N/A
3.68 M
74.67 M
N/A
N/A
Day Typical Price
12.64
16.68
84.12
0.006
4.09
0.0121
19.54
11.68
51.36
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
597.48
N/A
2130.68
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
0.0
(9,223,372,036,855)
0.0
(0.07)
(9,223,372,036,855)
0.45
Period Momentum Indicator
0.01
0.02
6.19
N/A
(0.02)
N/A
(0.05)
(0.05)
0.18
Rate Of Daily Change
1.0
1.0
1.08
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
12.64
16.68
84.12
0.006
4.09
0.0121
19.59
11.68
51.35
Price Action Indicator
0.005
0.01
3.09
N/A
(0.01)
N/A
(0.16)
(0.03)
0.11
Relative Strength Index
41.38
75.33
47.57
100.0
57.33
N/A
95.21
64.12
76.4
Coefficient Of Variation
1041.29
1137.11
12790.2
573.64
(2,416)
N/A
1219.5
1788.45
2303.68
Mean Deviation
0.1444
0.496
0.618
1.32
0.1911
N/A
1.55
0.2619
0.4591
Jensen Alpha
(0.0009)
0.0021
0.0162
0.6398
(0.02)
N/A
0.1399
(0.01)
(0.02)
Total Risk Alpha
(0.01)
2.0E-4
(0.1)
0.3897
(0.04)
N/A
0.0121
(0.02)
(0.03)
Sortino Ratio
(0.14)
0.0016
(0.04)
N/A
N/A
N/A
0.0508
(0.09)
(0.04)
Downside Variance
0.0695
0.5899
1.57
N/A
N/A
N/A
6.39
0.1584
0.4873
Standard Deviation
0.2033
0.6447
1.36
3.91
0.2595
N/A
2.24
0.3368
0.5813
Kurtosis
5.31
0.2691
17.87
32.12
0.0348
N/A
2.48
(0.10)
0.1015
Potential Upside
0.318
0.9889
0.9566
N/A
0.4808
N/A
3.6
0.5076
0.8153
Treynor Ratio
0.0414
0.0476
(0)
0.9556
(0.41)
N/A
0.2329
0.0174
0.0185
Maximum Drawdown
1.36
3.14
10.29
25.0
1.21
N/A
13.41
1.46
2.61
Variance
0.0413
0.4156
1.85
15.3
0.0673
N/A
5.03
0.1134
0.3379
Market Risk Adjusted Performance
0.0514
0.0576
0.0082
0.9656
(0.40)
N/A
0.2429
0.0274
0.0285
Risk Adjusted Performance
0.0395
0.0557
0.0103
0.1183
(0.04)
N/A
0.0589
0.0265
0.0265
Skewness
(1.20)
(0.39)
1.05
5.72
(0.29)
N/A
(0.55)
(0.41)
(0.31)
Semi Deviation
0.164
0.6804
1.19
N/A
N/A
N/A
2.31
0.3095
0.6509
Information Ratio
(0.18)
0.0019
(0.03)
0.1601
(0.26)
N/A
0.0573
(0.11)
(0.05)
Value At Risk
(0.24)
(1.10)
(1.04)
N/A
(0.48)
N/A
(3.74)
(0.59)
(1.11)
Expected Short fall
(0.16)
(0.48)
(0.67)
N/A
N/A
N/A
(1.56)
(0.29)
(0.40)
Downside Deviation
0.2636
0.768
1.25
N/A
N/A
N/A
2.53
0.398
0.6981
Semi Variance
0.0269
0.463
1.42
N/A
N/A
N/A
5.35
0.0958
0.4236

Palm Valley Competition Performance Charts

Five steps to successful analysis of Palm Valley Competition

Palm Valley's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Palm Valley Capital in relation to its competition. Palm Valley's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Palm Valley in the market, 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 Palm Valley's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Palm Valley Capital, 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.

Complement your Palm Valley position

In addition to having Palm Valley 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?

Run Electrical Equipment Thematic Idea Now

Electrical Equipment
Electrical Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electrical Equipment theme has 61 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 Electrical Equipment Theme or any other thematic opportunities.
View All  Next Launch
Check out Palm Valley Correlation with its peers.
You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Palm Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Palm Valley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Palm Valley'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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY