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This list of potential positions covers Money and asset management including investment banking. Companies involved in money management and investment banking services 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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Eaton Vance Tax (ETG)
Eaton Vance Tax [ETG] is traded in USA and was established 2nd of May 2024. The fund is not classified under any group at the present time. Eaton Vance Tax currently has in assets under management (AUM) with no minimum investment requirementsThe fund is currently generating return of 4.16% with the current yeild of 0.01%, while the total return for the last 3 years was 4.82%. At this time, the entity appears to be overvalued. Eaton Vance Tax shows a prevailing Real Value of $17.07 per share. The current price of the fund is $17.5. We determine the value of Eaton Vance Tax from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Carlyle Group (CG)
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 14.72 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.
The company has Return on Asset of 0.1152 % which means that on every $100 spent on assets, it made $0.1152 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1868 %, implying that it generated $0.1868 on every 100 dollars invested. Brookfield Asset's management efficiency ratios could be used to measure how well Brookfield Asset manages its routine affairs as well as how well it operates its assets and liabilities. As of the 2nd of May 2024, Return On Tangible Assets is likely to drop to 0.09. In addition to that, Return On Capital Employed is likely to drop to 0.16. At this time, Brookfield Asset's Net Tangible Assets are very stable compared to the past year. As of the 2nd of May 2024, Other Assets is likely to grow to about 11.6 B, while Non Current Assets Total are likely to drop about 2.2 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 14.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Brookfield Asset's market, we take the total number of its shares issued and multiply it by Brookfield Asset'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. Brookfield Asset Man shows a prevailing Real Value of $38.34 per share. The current price of the firm is $38.57. Our model approximates the value of Brookfield Asset Man from analyzing the firm fundamentals such as Return On Equity of 0.19, profit margin of 0.45 %, and Current Valuation of 14.77 B as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor obtaining undervalued instruments and abandoning overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Julius Baer Group (JBAXY)
The entity has a beta of 0.8829. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Julius Baer will likely underperform. The beta indicator helps investors understand whether Julius Baer 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 Julius 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 firm currently falls under 'Large-Cap' category with a current market capitalization of 13.86 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Julius Baer's market, we take the total number of its shares issued and multiply it by Julius Baer'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.
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Eaton Vance Tax (ETG)
Eaton Vance Tax [ETG] is traded in USA and was established 2nd of May 2024. The fund is not classified under any group at the present time. Eaton Vance Tax currently has in assets under management (AUM) with no minimum investment requirementsThe fund is currently generating return of 4.16% with the current yeild of 0.01%, while the total return for the last 3 years was 4.82%. At this time, the entity appears to be overvalued. Eaton Vance Tax shows a prevailing Real Value of $17.07 per share. The current price of the fund is $17.5. We determine the value of Eaton Vance Tax from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Carlyle Group (CG)
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 14.72 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.
The company has Return on Asset of 0.1152 % which means that on every $100 spent on assets, it made $0.1152 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1868 %, implying that it generated $0.1868 on every 100 dollars invested. Brookfield Asset's management efficiency ratios could be used to measure how well Brookfield Asset manages its routine affairs as well as how well it operates its assets and liabilities. As of the 2nd of May 2024, Return On Tangible Assets is likely to drop to 0.09. In addition to that, Return On Capital Employed is likely to drop to 0.16. At this time, Brookfield Asset's Net Tangible Assets are very stable compared to the past year. As of the 2nd of May 2024, Other Assets is likely to grow to about 11.6 B, while Non Current Assets Total are likely to drop about 2.2 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 14.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Brookfield Asset's market, we take the total number of its shares issued and multiply it by Brookfield Asset'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. Brookfield Asset Man shows a prevailing Real Value of $38.34 per share. The current price of the firm is $38.57. Our model approximates the value of Brookfield Asset Man from analyzing the firm fundamentals such as Return On Equity of 0.19, profit margin of 0.45 %, and Current Valuation of 14.77 B as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor obtaining undervalued instruments and abandoning overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Julius Baer Group (JBAXY)
The entity has a beta of 0.8829. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Julius Baer will likely underperform. The beta indicator helps investors understand whether Julius Baer 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 Julius 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 firm currently falls under 'Large-Cap' category with a current market capitalization of 13.86 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Julius Baer's market, we take the total number of its shares issued and multiply it by Julius Baer'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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Ellen Johnson is a Member of Macroaxis Editorial Board. Ellen covers public companies in North America, focusing primarily on valuation and volatility. Six years of experience in predictive investment analytics and risk management. View Profile
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