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This list of potential positions covers USA Equities from Trading industry as classified by Fama & French. Fama and French investing themes focus on testing asset pricing under different economic assumptions in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.
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Credit Suisse Group (CS)
This firm has a beta of -0.6481. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Credit Suisse will likely underperform. The beta indicator helps investors understand whether Credit Suisse moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Credit deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The company currently falls under 'Mid-Cap' category with a market capitalization of 3.56 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Credit Suisse's market, we take the total number of its shares issued and multiply it by Credit Suisse's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
BRT Realty Trust (BRT)
Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, BRT Realty's Non Current Liabilities Total is comparatively stable compared to the past year. Total Current Liabilities is likely to gain to about 27.3 M in 2024, whereas Liabilities And Stockholders Equity is likely to drop slightly above 358 M in 2024. BRT Realty's management efficiency ratios could be used to measure how well BRT Realty manages its routine affairs as well as how well it operates its assets and liabilities. The entity currently falls under 'Small-Cap' category with a total capitalization of 335.89 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BRT Realty's market, we take the total number of its shares issued and multiply it by BRT Realty's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has Return on Asset of 0.0244 % which means that on every $100 spent on assets, it made $0.0244 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1266 %, implying that it generated $0.1266 on every 100 dollars invested. Arbor Realty's management efficiency ratios could be used to measure how well Arbor Realty manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Arbor Realty's Return On Tangible Assets are relatively stable compared to the past year. As of 04/24/2024, Return On Assets is likely to grow to 0.02, while Return On Capital Employed is likely to drop 0.0004. At this time, Arbor Realty's Total Assets are relatively stable compared to the past year. As of 04/24/2024, Other Assets is likely to grow to about 15.5 B, though Non Currrent Assets Other are likely to grow to (594.5 M). This firm currently falls under 'Mid-Cap' category with a total capitalization of 2.5 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Arbor Realty's market, we take the total number of its shares issued and multiply it by Arbor Realty's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be overvalued. Arbor Realty Trust shows a prevailing Real Value of $10.9 per share. The current price of the firm is $13.02. Our model approximates the value of Arbor Realty Trust from analyzing the firm fundamentals such as profit margin of 0.52 %, and Return On Equity of 0.13 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor buying undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Ameriprise Financial (AMP)
The company has Return on Asset of 0.0212 % which means that on every $100 spent on assets, it made $0.0212 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.6936 %, implying that it generated $0.6936 on every 100 dollars invested. Ameriprise Financial's management efficiency ratios could be used to measure how well Ameriprise Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Ameriprise Financial's Return On Capital Employed is relatively stable compared to the past year. As of 04/24/2024, Return On Equity is likely to grow to 0.57, while Return On Tangible Assets are likely to drop 0.01. As of 04/24/2024, Non Current Liabilities Total is likely to grow to about 178.8 B, while Liabilities And Stockholders Equity is likely to drop slightly above 137.7 B. This firm currently falls under 'Large-Cap' category with a total capitalization of 40.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Ameriprise Financial's market, we take the total number of its shares issued and multiply it by Ameriprise Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has Return on Asset (ROA) of (0.0233) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0233. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.0788) %, which implies that it produced no returns to current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. The Carlyle's current Return On Tangible Assets is estimated to increase to -0.03. The Carlyle's current Return On Capital Employed is estimated to increase to -0.02. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Intangibles To Total Assets is estimated to increase to 0.04, while Non Current Assets Total are projected to decrease to roughly 1.2 B. The entity currently falls under 'Large-Cap' category with a market capitalization of 16.64 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Carlyle's market, we take the total number of its shares issued and multiply it by Carlyle's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Carlyle Group shows a prevailing Real Value of $45.06 per share. The current price of the firm is $46.12. Our model approximates the value of Carlyle Group from analyzing the firm fundamentals such as Current Valuation of 24.84 B, return on equity of -0.0788, and Profit Margin of (0.25) % as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor locking in undervalued instruments and disposing overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
BlackRock (BLK)
The company has Return on Asset of 0.0329 % which means that on every $100 spent on assets, it made $0.0329 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1419 %, implying that it generated $0.1419 on every 100 dollars invested. BlackRock's management efficiency ratios could be used to measure how well BlackRock manages its routine affairs as well as how well it operates its assets and liabilities. At this time, BlackRock's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.06 this year, although the value of Return On Capital Employed will most likely fall to 0.05. At this time, BlackRock's Total Current Liabilities is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 119.4 B this year, although the value of Liabilities And Stockholders Equity will most likely fall to about 119.8 B. This firm currently falls under 'Mega-Cap' category with a total capitalization of 114.04 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BlackRock's market, we take the total number of its shares issued and multiply it by BlackRock's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has return on total asset (ROA) of 0.0317 % which means that it generated a profit of $0.0317 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0698 %, meaning that it created $0.0698 on every $100 dollars invested by stockholders. Essential Properties' management efficiency ratios could be used to measure how well Essential Properties manages its routine affairs as well as how well it operates its assets and liabilities. Return On Assets is likely to gain to 0.04 in 2024, whereas Return On Tangible Assets are likely to drop 0.02 in 2024. Total Current Liabilities is likely to drop to about 43.8 M in 2024. Liabilities And Stockholders Equity is likely to drop to about 2.7 B in 2024The entity currently falls under 'Mid-Cap' category with a current market capitalization of 4.47 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Essential Properties's market, we take the total number of its shares issued and multiply it by Essential Properties's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Essential Properties shows a prevailing Real Value of $25.69 per share. The current price of the firm is $26.33. Our model computes the value of Essential Properties from reviewing the firm fundamentals such as Shares Outstanding of 169.4 M, profit margin of 0.53 %, and Current Valuation of 5.95 B as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise acquiring undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.
Morgan Stanley (MS)
At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.01 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Mega-Cap' category with a market capitalization of 152.51 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Morgan Stanley's market, we take the total number of its shares issued and multiply it by Morgan Stanley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Macroaxis financial leverage refers to using borrowed capital as a funding source to finance Macroaxis ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Macroaxis financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Macroaxis' owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Macroaxis' financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Macroaxis's total debt and its cash.
Macroaxis Gross Profit
Macroaxis Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Macroaxis previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Macroaxis Gross Profit growth over the last 10 years. Please check Macroaxis' gross profit and other fundamental indicators for more details.
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Credit Suisse Group (CS)
This firm has a beta of -0.6481. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Credit Suisse will likely underperform. The beta indicator helps investors understand whether Credit Suisse moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Credit deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The company currently falls under 'Mid-Cap' category with a market capitalization of 3.56 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Credit Suisse's market, we take the total number of its shares issued and multiply it by Credit Suisse's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
BRT Realty Trust (BRT)
Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, BRT Realty's Non Current Liabilities Total is comparatively stable compared to the past year. Total Current Liabilities is likely to gain to about 27.3 M in 2024, whereas Liabilities And Stockholders Equity is likely to drop slightly above 358 M in 2024. BRT Realty's management efficiency ratios could be used to measure how well BRT Realty manages its routine affairs as well as how well it operates its assets and liabilities. The entity currently falls under 'Small-Cap' category with a total capitalization of 335.89 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BRT Realty's market, we take the total number of its shares issued and multiply it by BRT Realty's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has Return on Asset of 0.0244 % which means that on every $100 spent on assets, it made $0.0244 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1266 %, implying that it generated $0.1266 on every 100 dollars invested. Arbor Realty's management efficiency ratios could be used to measure how well Arbor Realty manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Arbor Realty's Return On Tangible Assets are relatively stable compared to the past year. As of 04/24/2024, Return On Assets is likely to grow to 0.02, while Return On Capital Employed is likely to drop 0.0004. At this time, Arbor Realty's Total Assets are relatively stable compared to the past year. As of 04/24/2024, Other Assets is likely to grow to about 15.5 B, though Non Currrent Assets Other are likely to grow to (594.5 M). This firm currently falls under 'Mid-Cap' category with a total capitalization of 2.5 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Arbor Realty's market, we take the total number of its shares issued and multiply it by Arbor Realty's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be overvalued. Arbor Realty Trust shows a prevailing Real Value of $10.9 per share. The current price of the firm is $13.02. Our model approximates the value of Arbor Realty Trust from analyzing the firm fundamentals such as profit margin of 0.52 %, and Return On Equity of 0.13 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor buying undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Ameriprise Financial (AMP)
The company has Return on Asset of 0.0212 % which means that on every $100 spent on assets, it made $0.0212 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.6936 %, implying that it generated $0.6936 on every 100 dollars invested. Ameriprise Financial's management efficiency ratios could be used to measure how well Ameriprise Financial manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Ameriprise Financial's Return On Capital Employed is relatively stable compared to the past year. As of 04/24/2024, Return On Equity is likely to grow to 0.57, while Return On Tangible Assets are likely to drop 0.01. As of 04/24/2024, Non Current Liabilities Total is likely to grow to about 178.8 B, while Liabilities And Stockholders Equity is likely to drop slightly above 137.7 B. This firm currently falls under 'Large-Cap' category with a total capitalization of 40.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Ameriprise Financial's market, we take the total number of its shares issued and multiply it by Ameriprise Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has Return on Asset (ROA) of (0.0233) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0233. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.0788) %, which implies that it produced no returns to current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. The Carlyle's current Return On Tangible Assets is estimated to increase to -0.03. The Carlyle's current Return On Capital Employed is estimated to increase to -0.02. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Intangibles To Total Assets is estimated to increase to 0.04, while Non Current Assets Total are projected to decrease to roughly 1.2 B. The entity currently falls under 'Large-Cap' category with a market capitalization of 16.64 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Carlyle's market, we take the total number of its shares issued and multiply it by Carlyle's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Carlyle Group shows a prevailing Real Value of $45.06 per share. The current price of the firm is $46.12. Our model approximates the value of Carlyle Group from analyzing the firm fundamentals such as Current Valuation of 24.84 B, return on equity of -0.0788, and Profit Margin of (0.25) % as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor locking in undervalued instruments and disposing overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
BlackRock (BLK)
The company has Return on Asset of 0.0329 % which means that on every $100 spent on assets, it made $0.0329 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1419 %, implying that it generated $0.1419 on every 100 dollars invested. BlackRock's management efficiency ratios could be used to measure how well BlackRock manages its routine affairs as well as how well it operates its assets and liabilities. At this time, BlackRock's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.06 this year, although the value of Return On Capital Employed will most likely fall to 0.05. At this time, BlackRock's Total Current Liabilities is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 119.4 B this year, although the value of Liabilities And Stockholders Equity will most likely fall to about 119.8 B. This firm currently falls under 'Mega-Cap' category with a total capitalization of 114.04 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BlackRock's market, we take the total number of its shares issued and multiply it by BlackRock's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
The company has return on total asset (ROA) of 0.0317 % which means that it generated a profit of $0.0317 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0698 %, meaning that it created $0.0698 on every $100 dollars invested by stockholders. Essential Properties' management efficiency ratios could be used to measure how well Essential Properties manages its routine affairs as well as how well it operates its assets and liabilities. Return On Assets is likely to gain to 0.04 in 2024, whereas Return On Tangible Assets are likely to drop 0.02 in 2024. Total Current Liabilities is likely to drop to about 43.8 M in 2024. Liabilities And Stockholders Equity is likely to drop to about 2.7 B in 2024The entity currently falls under 'Mid-Cap' category with a current market capitalization of 4.47 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Essential Properties's market, we take the total number of its shares issued and multiply it by Essential Properties's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Essential Properties shows a prevailing Real Value of $25.69 per share. The current price of the firm is $26.33. Our model computes the value of Essential Properties from reviewing the firm fundamentals such as Shares Outstanding of 169.4 M, profit margin of 0.53 %, and Current Valuation of 5.95 B as well as analyzing its technical indicators and probability of bankruptcy. In general, most investors advise acquiring undervalued instruments and selling overvalued instruments since, at some point, asset prices and their ongoing real values will submerge.
Morgan Stanley (MS)
At this time, Morgan Stanley's Return On Tangible Assets are comparatively stable compared to the past year. Return On Assets is likely to gain to 0.01 in 2024, whereas Return On Capital Employed is likely to drop 0.01 in 2024. At this time, Morgan Stanley's Other Assets are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 719.5 B in 2024, whereas Non Current Assets Total are likely to drop slightly above 22.6 B in 2024. Morgan Stanley's management efficiency ratios could be used to measure how well Morgan Stanley manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Mega-Cap' category with a market capitalization of 152.51 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Morgan Stanley's market, we take the total number of its shares issued and multiply it by Morgan Stanley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
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Rifka Kats is a Member of Macroaxis Editorial Board. Rifka writes about retail product and service companies from the perspective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce. View Profile
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