Vita Coco Stock Filter Stocks by Fundamentals

COCO Stock  USD 23.76  0.07  0.29%   
Vita Coco fundamentals help investors to digest information that contributes to Vita Coco's financial success or failures. It also enables traders to predict the movement of Vita Stock. The fundamental analysis module provides a way to measure Vita Coco's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vita Coco stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Vita Shares Owned by Insiders Analysis

Vita Shares Owned by Insiders Driver Correlations

Understanding the fundamental principles of building solid financial models for Vita Coco is extremely important. It helps to project a fair market value of Vita Stock properly, considering its historical fundamentals such as Shares Owned by Insiders. Since Vita Coco's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Vita Coco's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Vita Coco's interrelated accounts and indicators.
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Competition

Based on the latest financial disclosure, Vita Coco has a Shares Owned by Insiders of 0.0null. This indicator is about the same for the Beverages average (which is currently at 0.0) sector and about the same as Shares Owned by Insiders (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Vita Coco Institutional Holders

Institutional Holdings refers to the ownership stake in Vita Coco that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Vita Coco's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Vita Coco's value.
Shares
Driehaus Capital Management Llc2023-12-31
821.3 K
D. E. Shaw & Co Lp2023-09-30
766.3 K
Geode Capital Management, Llc2023-12-31
717.8 K
William Blair Investment Management, Llc2023-12-31
700 K
State Street Corporation2023-12-31
623.1 K
Two Sigma Investments Llc2023-12-31
618.1 K
Gw&k Investment Management, Llc2023-12-31
520.8 K
Lord, Abbett & Co Llc2023-12-31
520.5 K
Two Sigma Advisers, Llc2023-12-31
515.5 K
Syon Capital Llc2023-12-31
4.4 M
Fmr Inc2023-12-31
2.6 M

Vita Fundamentals

About Vita Coco Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Vita Coco's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vita Coco using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vita Coco based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The Vita Coco Company, Inc. develops, markets, and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, and the Asia Pacific. The company was formerly known as All Market Inc. and changed its name to The Vita Coco Company, Inc. in September 2021.The Vita Coco Company, Inc. was founded in 2004 and is headquartered in New York, New York. Vita Coco operates under BeveragesNon-Alcoholic classification in the United States and is traded on NASDAQ Exchange. It employs 281 people.

Vita Coco Investors Sentiment

The influence of Vita Coco's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Vita. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Vita Coco's public news can be used to forecast risks associated with an investment in Vita. The trend in average sentiment can be used to explain how an investor holding Vita can time the market purely based on public headlines and social activities around Vita Coco. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Vita Coco's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Vita Coco's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Vita Coco's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Vita Coco.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Vita Coco in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Vita Coco's short interest history, or implied volatility extrapolated from Vita Coco options trading.

Pair Trading with Vita Coco

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 Vita Coco 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 Vita Coco will appreciate offsetting losses from the drop in the long position's value.

Moving together with Vita Stock

  0.7MNST Monster Beverage Corp Sell-off TrendPairCorr

Moving against Vita Stock

  0.67MDLZ Mondelez International Financial Report 25th of April 2024 PairCorr
  0.52CCHGY Coca Cola HBCPairCorr
The ability to find closely correlated positions to Vita Coco could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vita Coco 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 Vita Coco - 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 Vita Coco to buy it.
The correlation of Vita Coco 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 Vita Coco moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vita Coco 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 Vita Coco 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.
Pair CorrelationCorrelation Matching
When determining whether Vita Coco offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Vita Coco's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Vita Coco Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Vita Coco Stock:
Check out Vita Coco Piotroski F Score and Vita Coco Altman Z Score analysis.
To learn how to invest in Vita Stock, please use our How to Invest in Vita Coco guide.
Note that the Vita Coco information on this page should be used as a complementary analysis to other Vita Coco'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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Vita Stock analysis

When running Vita Coco's price analysis, check to measure Vita Coco'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 Vita Coco is operating at the current time. Most of Vita Coco's value examination focuses on studying past and present price action to predict the probability of Vita Coco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vita Coco's price. Additionally, you may evaluate how the addition of Vita Coco to your portfolios can decrease your overall portfolio volatility.
Piotroski F Score
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Is Vita Coco'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 Vita Coco. If investors know Vita 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 Vita Coco 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
1
Earnings Share
0.79
Revenue Per Share
8.748
Quarterly Revenue Growth
0.154
Return On Assets
0.147
The market value of Vita Coco is measured differently than its book value, which is the value of Vita that is recorded on the company's balance sheet. Investors also form their own opinion of Vita Coco's value that differs from its market value or its book value, called intrinsic value, which is Vita Coco'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 Vita Coco's market value can be influenced by many factors that don't directly affect Vita Coco'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 Vita Coco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vita Coco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vita Coco'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.