Compare Enterprise Value Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Enterprise Value Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | 11 B | 180.3 B | 180.3 B | 180.3 B | 180.3 B | 345.8 B | 345.8 B | 374.1 B | 374.1 B | 374.1 B | 374.1 B | 374.1 B | 374.1 B | 336.7 B | 353.5 B |
| CAT | 9.6 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 31.1 B | 28 B | 29.4 B |
| CVX | 34.2 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 160.1 B | 144.1 B | 151.3 B |
| MSFT | 8.2 B | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 2.1 T | 1.9 T | 2 T |
| AA | 5.7 B | 5.7 B | 5.7 B | 5.7 B | 5.7 B | 5.7 B | 5.7 B | 10 B | 5.6 B | 5.6 B | 5.6 B | 5.6 B | 5.6 B | 6.5 B | 7.8 B |
| DD | 7.2 B | 31.8 B | 34.6 B | 37 B | 39.5 B | 36.2 B | 44.8 B | 74 B | 85.4 B | 85.4 B | 85.4 B | 85.4 B | 85.4 B | 76.8 B | 80.7 B |
| WMT | 16.4 B | 331 B | 331 B | 331 B | 331 B | 331 B | 331 B | 331 B | 331 B | 389.2 B | 439.8 B | 432.9 B | 442 B | 496.3 B | 521.2 B |
| T | 11.7 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 21.5 B | 19.3 B | 13.1 B |
| KO | 11 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 111.9 B | 100.7 B | 105.7 B |
| BHB | 101.9 M | 427.3 M | 467.3 M | 537.2 M | 607.1 M | 650 M | 814.3 M | 869 M | 869 M | 869 M | 454.4 M | 361.2 M | 1.1 B | 688.1 M | 358.4 M |
JPMorgan Chase, Caterpillar, and Chevron Corp Enterprise Value description
Enterprise Value (or EV) is usually referred to as companies theoretical takeover price. In the event of an acquisition, an acquirer would have to take on entities debt, but would also pocket its cash. Enterprise Value is more accurate representation of companies value than its market capitalization because it takes into account all of organizations existing debt. A measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization that includes the market capitalization, plus total debt, minority interest and preferred shares, minus total cash and cash equivalents.Generate Optimal Portfolios
The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Check out your portfolio center.Note that this page's information should be used as a complementary analysis 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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