Loomis Sayles Value Fund Fundamentals
Loomis Sayles Value fundamentals help investors to digest information that contributes to Loomis Sayles' financial success or failures. It also enables traders to predict the movement of Loomis Mutual Fund. The fundamental analysis module provides a way to measure Loomis Sayles' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Loomis Sayles mutual fund.
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Loomis Sayles Value Mutual Fund Price To Book Analysis
Loomis Sayles' Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Current Loomis Sayles Price To Book | 1.92 X |
Most of Loomis Sayles' fundamental indicators, such as Price To Book, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Loomis Sayles Value is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
CompetitionBased on the latest financial disclosure, Loomis Sayles Value has a Price To Book of 1.92 times. This is much higher than that of the Category family and notably higher than that of the Family category. The price to book for all United States funds is 159.46% lower than that of the firm.
Loomis Sayles Value Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Loomis Sayles's current stock value. Our valuation model uses many indicators to compare Loomis Sayles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Loomis Sayles competition to find correlations between indicators driving Loomis Sayles's intrinsic value. More Info.Loomis Sayles Value is rated second overall fund in price to earning among similar funds. It is rated third overall fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Loomis Sayles Value is roughly 9.45 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Loomis Sayles by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Loomis Sayles' Mutual Fund. 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 Loomis Sayles' earnings, one of the primary drivers of an investment's value.Loomis Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Loomis Sayles' direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Loomis Sayles could also be used in its relative valuation, which is a method of valuing Loomis Sayles by comparing valuation metrics of similar companies.Loomis Sayles is currently under evaluation in price to book among similar funds.
Fund Asset Allocation for Loomis Sayles
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Loomis Sayles' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Loomis Fundamentals
| Price To Earning | 18.15 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 1.70 X | |||
| Total Asset | 336.58 M | |||
| One Year Return | (3.21) % | |||
| Three Year Return | 8.92 % | |||
| Five Year Return | (1.87) % | |||
| Ten Year Return | 4.35 % | |||
| Net Asset | 336.58 M | |||
| Last Dividend Paid | 0.12 | |||
| Equity Positions Weight | 100.00 % |
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Other Consideration for investing in Loomis Mutual Fund
If you are still planning to invest in Loomis Sayles Value check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Loomis Sayles' history and understand the potential risks before investing.
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