Capital Product Partners Stock Fundamentals

CPLP Stock  USD 17.40  0.05  0.29%   
Capital Product Partners fundamentals help investors to digest information that contributes to Capital Product's financial success or failures. It also enables traders to predict the movement of Capital Stock. The fundamental analysis module provides a way to measure Capital Product'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 Capital Product stock.
At this time, Capital Product's Minority Interest is relatively stable compared to the past year. As of 03/28/2024, Interest Income is likely to grow to about 16.1 M, while Total Revenue is likely to drop slightly above 185.7 M.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Capital Profit Margin Analysis

Capital Product's Profit Margin measures overall efficiency of a company and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Profit margin tells investors how well the company executes on its overall pricing strategies as well as how effective the company in controlling its costs.
 2021 2022 2023 2024 (projected)
Dividend Yield0.02580.04610.0530.0503
Price To Sales Ratio1.60.880.830.79

Profit Margin

 = 

Net Income

Revenue

X

100

More About Profit Margin | All Equity Analysis

Current Capital Product Profit Margin

    
  0.13 %  
Most of Capital Product's fundamental indicators, such as Profit Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital Product Partners is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Profit Margin indicator shows the amount of money the company makes from total sales or revenue. It can provide a good insight into companies in the same sector, as well as help to identify trends of a company from year to year.
Competition

Capital Pretax Profit Margin

Pretax Profit Margin

0.12

At this time, Capital Product's Pretax Profit Margin is relatively stable compared to the past year.
Based on the latest financial disclosure, Capital Product Partners has a Profit Margin of 0.129%. This is 86.7% lower than that of the Oil, Gas & Consumable Fuels sector and significantly higher than that of the Energy industry. The profit margin for all United States stocks is 110.16% lower than that of the firm.

Capital Product Partners Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Capital Product's current stock value. Our valuation model uses many indicators to compare Capital Product value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Capital Product competition to find correlations between indicators driving Capital Product's intrinsic value. More Info.
Capital Product Partners is number one stock in book value per share category among related companies. It is number one stock in operating margin category among related companies reporting about  0.01  of Operating Margin per Book Value Per Share. The ratio of Book Value Per Share to Operating Margin for Capital Product Partners is roughly  70.89 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Capital Product by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Capital Product's Stock . 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 Capital Product's earnings, one of the primary drivers of an investment's value.

Capital Short Ratio Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Capital Product's direct or indirect competition against its Short Ratio to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Capital Product could also be used in its relative valuation, which is a method of valuing Capital Product by comparing valuation metrics of similar companies.
Capital Product is currently under evaluation in short ratio category among related companies.

Capital Product Institutional Holders

Institutional Holdings refers to the ownership stake in Capital Product that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Capital Product'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 Capital Product's value.
Shares
Rbf Llc2023-12-31
10.4 K
Ubs Group Ag2023-12-31
6.9 K
Royal Bank Of Canada2023-12-31
5.8 K
Bank Of America Corp2023-12-31
4.6 K
Founders Capital Management Inc2023-12-31
2.5 K
Wells Fargo & Co2023-12-31
K
Simplex Trading, Llc2023-12-31
1.6 K
Advisor Group Holdings, Inc.2023-12-31
990
Rosenberg Matthew Hamilton2023-12-31
40.0
Donald Smith & Co Inc2023-12-31
1.5 M
Aristotle Capital Boston, Llc2023-12-31
521.9 K

Capital Fundamentals

About Capital Product Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Capital Product Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital Product using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital Product Partners 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.
Last ReportedProjected for 2024
Current Deferred Revenue21.3 M22.4 M
Cost Of Revenue184.8 M95.2 M
Total Revenue360.6 M185.7 M
Ebit Per Revenue 0.45  0.40 
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 Capital Product 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, Capital Product's short interest history, or implied volatility extrapolated from Capital Product options trading.

Pair Trading with Capital Product

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 Capital Product 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 Capital Product will appreciate offsetting losses from the drop in the long position's value.

Moving together with Capital Stock

  0.73SB-PC Safe BulkersPairCorr
  0.61SB-PD Safe BulkersPairCorr
The ability to find closely correlated positions to Capital Product could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Capital Product 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 Capital Product - 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 Capital Product Partners to buy it.
The correlation of Capital Product 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 Capital Product moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Capital Product Partners 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 Capital Product 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 Capital Product Partners is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Capital Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Capital Product Partners Stock. Highlighted below are key reports to facilitate an investment decision about Capital Product Partners Stock:
Check out Capital Product Piotroski F Score and Capital Product Altman Z Score analysis.
You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.

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When running Capital Product's price analysis, check to measure Capital Product'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 Capital Product is operating at the current time. Most of Capital Product's value examination focuses on studying past and present price action to predict the probability of Capital Product's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital Product's price. Additionally, you may evaluate how the addition of Capital Product to your portfolios can decrease your overall portfolio volatility.
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Is Capital Product'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 Capital Product. If investors know Capital 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 Capital Product 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
(0.53)
Dividend Share
1.05
Earnings Share
2.15
Revenue Per Share
17.023
Quarterly Revenue Growth
0.195
The market value of Capital Product Partners is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Product's value that differs from its market value or its book value, called intrinsic value, which is Capital Product'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 Capital Product's market value can be influenced by many factors that don't directly affect Capital Product'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 Capital Product's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Product is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Product'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.