Marcus Profitability Analysis

MCS Stock  USD 15.51  0.05  0.32%   
For Marcus profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Marcus to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Marcus utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Marcus's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Marcus over time as well as its relative position and ranking within its peers. Additionally, see Correlation Analysis.
  
Sales per Share is likely to gain to 1.46 in 2023, whereas Price to Sales Ratio is likely to drop 1.78 in 2023. Marcus Net Income is comparatively stable at the moment as compared to the past year. Marcus reported Net Income of 31.59 Million in 2022. Operating Income is likely to gain to about 52.5 M in 2023, whereas Consolidated Income is likely to drop (115.3 M) in 2023.

Marcus Revenues

576.67 Million

Is Marcus' 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 Marcus. If investors know Marcus 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 Marcus 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
0.446
Market Capitalization
490.3 M
Quarterly Revenue Growth
0.239
Return On Assets
0.0134
Return On Equity
0.0084
The market value of Marcus is measured differently than its book value, which is the value of Marcus that is recorded on the company's balance sheet. Investors also form their own opinion of Marcus' value that differs from its market value or its book value, called intrinsic value, which is Marcus' 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 Marcus' market value can be influenced by many factors that don't directly affect Marcus' 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 Marcus' value and its price as these two are different measures arrived at by different means. Investors typically determine Marcus value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Marcus' 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.

Marcus Z Score vs. Price to Earnings To Growth Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Marcus's current stock value. Our valuation model uses many indicators to compare Marcus value to that of its competitors to determine the firm's financial worth.
Marcus is considered to be number one stock in price to earnings to growth category among related companies. It is considered to be number one stock in z score category among related companies totaling about  0.06  of Z Score per Price to Earnings To Growth. The ratio of Price to Earnings To Growth to Z Score for Marcus is roughly  17.83 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Marcus by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Marcus' 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 Marcus' earnings, one of the primary drivers of an investment's value.

Marcus Z Score vs. Price to Earnings To Growth

PEG Ratio indicates the potential value of an equity instrument and is calculated by dividing Price to Earnings (P/E) ratio into earnings growth rate. Most analysts and investors prefer this measure to a Price to Earnings (P/E) ratio because it incorporates the future growth of a firm. The low PEG ratio usually implies that an equity instrument is undervalued; whereas PEG of 1 may indicate that an equity is reasonably priced under given expectations of future growth.
Marcus 
PEG Ratio 
 = 
PE Ratio 
EPS Growth 
21.40 X
Generally speaking, PEG ratio is a 'quick and dirty' way to measure how the current price of a firm's stock relates to its earnings and growth rate. The main benefit of using PEG ratio is that investors can compare the relative valuations of companies within different industries without analyzing their P/E ratios.
Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..
Marcus 
Z Score 
 = 
Sum Of  
 
5 Factors 
1.2
To calculate Z-Score one would need to know current working capital of the company, its total assets, and liabilities, amount of latest retained earnings as well as earnings before interest and tax. Z-Score can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area' with scores of less than 1, indicating the high probability of distress. Z Score is used widely by financial auditors, accountants, money managers, loan processers, wealth advisers, as well as day traders. In the last 25 years, many financial models that utilize z score has been proved to be successful as a predictor of corporate bankruptcy.

Marcus Z Score Comparison

Marcus is currently under evaluation in z score category among related companies.

Marcus Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Marcus, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Marcus will eventually generate negative long term returns. The profitability progress is the general direction of Marcus' change in net profit over the period of time. It can combine multiple indicators of Marcus, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for 2023
Accumulated Other Comprehensive Income-13.4 M-13.8 M
Consolidated Income-112.4 M-115.3 M
Net Income31.6 M37.2 M
Net Income Common Stock-112.4 M-115.3 M
Net Income to Non Controlling Interests-20.7 K-21.2 K
Operating Income43.6 M52.5 M
Income Tax Expense-63.8 M-65.5 M
Net Income Per Employee13.7 K14.1 K

Marcus Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Marcus. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Marcus position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Marcus' important profitability drivers and their relationship over time.

Marcus Profitability Trends

Marcus profitability trend refers to the progression of profit or loss within a business. An upward trend means that Marcus' profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is Marcus' gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.

Marcus Profitability Drivers Correlations

One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between Marcus different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards Marcus in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down Marcus' future profitability.

Use Marcus in pair-trading

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

Marcus Pair Trading

Marcus Pair Trading Analysis

The ability to find closely correlated positions to Marcus could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Marcus 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 Marcus - 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 Marcus to buy it.
The correlation of Marcus is a statistical measure of how it moves in relation to other equities. 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 Marcus moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Marcus 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 Marcus 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

Use Investing Themes to Complement your Marcus position

In addition to having Marcus 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 Disruptive Technologies Thematic Idea Now

Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 46 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 Disruptive Technologies Theme or any other thematic opportunities.
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Additionally, see Correlation Analysis. Note that the Marcus information on this page should be used as a complementary analysis to other Marcus' 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 Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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To fully project Marcus' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Marcus at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Marcus' income statement, its balance sheet, and the statement of cash flows.
Potential Marcus investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Marcus investors may work on each financial statement separately, they are all related. The changes in Marcus's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Marcus's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.