Steward Small-mid Valuation

TRDFX Fund  USD 12.28  0.04  0.32%   
At this time, the fund appears to be fairly valued. Steward Small Mid has a current Real Value of $12.3 per share. The regular price of the fund is $12.28. We determine the value of Steward Small Mid from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Fairly Valued
Today
12.28
Please note that Steward Small-mid's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Steward Small Mid has a current Real Value of $12.3 per share. The regular price of the fund is $12.28. We determine the value of Steward Small Mid from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Steward Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Steward Mutual Fund. However, Steward Small-mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  12.28 Real  12.3 Hype  12.28 Naive  12.53
The intrinsic value of Steward Small-mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Steward Small-mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
12.30
Real Value
13.19
Upside
Estimating the potential upside or downside of Steward Small Mid Cap helps investors to forecast how Steward mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Steward Small-mid more accurately as focusing exclusively on Steward Small-mid's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.1712.5012.83
Details
Hype
Prediction
LowEstimatedHigh
11.3912.2813.17
Details
Naive
Forecast
LowNext ValueHigh
11.6412.5313.41
Details

Steward Small-mid Total Value Analysis

Steward Small Mid Cap is at this time forecasted to have takeover price of 0 with market capitalization of 0, debt of , and cash on hands of . Please note that takeover price may be misleading and is a subject to mistakes in financial statements. We encourage investors to thoroughly investigate all of the Steward Small-mid fundamentals before making investing decisions based on enterprise value of the company

Steward Small-mid Asset Utilization

The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The current return on assets of Steward suggests not a very effective usage of assets in June.

About Steward Small-mid Valuation

The fund valuation mechanism determines the current worth of Steward Small Mid Cap on a weekly basis. We use both absolute as well as relative valuation methodologies to arrive at the intrinsic value of Steward Small Mid Cap. In general, an absolute valuation paradigm, as applied to this mutual fund, attempts to find the value of Steward Small Mid based exclusively on its fundamental and basic technical indicators. By analyzing Steward Small-mid's financials, quarterly and monthly indicators, and its related drivers such as dividends, operating cash flow, and various types of growth rates, we attempt to find the most accurate representation of Steward Small-mid's intrinsic value. In some cases, mostly for established, large-cap companies, we also incorporate more traditional valuation methods such as dividend discount, discounted cash flow, or asset-based models. As compared to an absolute model, our relative valuation model uses a comparative analysis of Steward Small-mid. We calculate exposure to Steward Small-mid's market risk, different technical and fundamental indicators, relevant financial multiples and ratios, and then comparing them to Steward Small-mid's related companies.
Under normal circumstances, the fund will invest at least 80 percent of its assets in the securities of small- to mid-cap companies included in the funds benchmark index that pass the funds values-based screens. The companies included in the benchmark index represent a broad spectrum of the U.S. economy and are generally U.S. issuers. Its investments may also include other investment companies and real estate investment trusts.

8 Steps to conduct Steward Small-mid's Valuation Analysis

Mutual Fund's valuation is the process of determining the worth of any mutual fund in monetary terms. It estimates Steward Small-mid's potential worth based on factors such as financial performance, market conditions, growth prospects, and overall economic environment. The result of mutual fund valuation is a single number representing a Mutual Fund's current market value. This value can be used as a benchmark for various financial transactions such as mergers and acquisitions, initial public offerings (IPOs), or private equity investments. To conduct Steward Small-mid's valuation analysis, follow these 8 steps:
  • Gather financial information: Obtain Steward Small-mid's financial statements, including balance sheets, income statements, and cash flow statements.
  • Determine Steward Small-mid's revenue streams: Identify Steward Small-mid's primary sources of revenue, including products or services offered, target markets, and pricing strategies.
  • Analyze market data: Research Steward Small-mid's industry and market trends, including the size of the market, growth rate, and competition.
  • Establish Steward Small-mid's growth potential: Evaluate Steward Small-mid's management, business model, and growth potential.
  • Determine Steward Small-mid's financial performance: Analyze its financial statements to assess its historical performance and future potential.
  • Choose a valuation method: Consider the Mutual Fund's specific circumstances and choose an appropriate valuation method, such as the discounted cash flow (DCF) or comparable analysis method.
  • Calculate the value: Apply the chosen valuation method to the financial information and market data to calculate Steward Small-mid's estimated value.
  • Review and adjust: Review the results and make necessary adjustments, considering any relevant factors that may have been missed or overlooked.
Note: This is a general outline, and different approaches and methods may be used depending on the type and size of the mutual fund being valued. We also recomment to seek professional assistance to ensure accuracy.

Other Information on Investing in Steward Mutual Fund

Steward Small-mid financial ratios help investors to determine whether Steward Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Steward with respect to the benefits of owning Steward Small-mid security.
Price Exposure Probability
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