Macroaxis Story

Macroaxis News
  
By Vlad Skutelnik

July 10, 2019

Today article will analyze 5 Banking isntruments to have in your portfolio in August 2019. I will specifically cover the following equities: Fidelity D D Bancorp, Everi Holdings, Euronet Worldwide, DNB Financial Corporation, and ORIX Corporation
The Top 5 Banking stocks to own in August 2019

This list of potential positions covers USA Equities from Banking industry as classified by Fama & French. Fama and French focuses on testing asset pricing under different economic assumptions 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.


Fidelity D D Bancorp (FDBC)

The company has return on total asset (ROA) of 1.2 % which means that it generated profit of $1.2 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 12.1 % meaning that it created $12.1 on every $100 dollars invested by stockholders. The firm currently falls under 'Small-Cap' category with current market capitalization of 236.76M. Fidelity D D shows prevailing Real Value of $62.125 per share. The current price of the firm is $60.5. At this time the firm appears to be fairly valued. This module computes value of Fidelity D D from reviewing the firm fundamentals such as Profit Margin of 29.05%, Current Valuation of 270.85M and Shares Outstanding of 3.78M as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Everi Holdings (EVRI)

The company has return on total asset (ROA) of 3.72 % which means that it generated profit of $3.72 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of (1140.17) % meaning that it created substantial loss on money invested by shareholders. The entity currently falls under 'Small-Cap' category with current market capitalization of 653.16M.
Total Debt

Euronet Worldwide (EEFT)

The company has return on total asset (ROA) of 6.51 % which means that it generated profit of $6.51 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 21.45 % meaning that it created $21.45 on every $100 dollars invested by stockholders. The firm currently falls under 'Mid-Cap' category with current market capitalization of 8.21B. Euronet Worldwide shows prevailing Real Value of $160.19 per share. The current price of the firm is $150.6. At this time the firm appears to be undervalued. This module computes value of Euronet Worldwide from reviewing the firm fundamentals such as Profit Margin of 10.08%, Current Valuation of 8.14B and Shares Outstanding of 51.96M as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

DNB Financial Corp (DNBF)

The company has return on total asset (ROA) of 0.98 % which means that it generated profit of $0.98 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of 10.02 % meaning that it created $10.02 on every $100 dollars invested by stockholders. The entity currently falls under 'Small-Cap' category with current market capitalization of 183.56M.
Long Term Debt
DNB Financial competes with Emclaire Financial, EMBASSY BANCORP, EAGLE FINANCIAL, Prosperity Bancshares, Eagle Bancorp, Enterprise Financial, ENB FINACIAL, Eagle Bancorp, and DNB Financial. DNB Financial Corporation operates as the bank holding company for DNB First, National Association that provides a range of commercial banking products and services to individuals and small to medium sized businesses. The company was founded in 1860 and is headquartered in Downingtown, Pennsylvania. DNB Financial operates under Banks - Regional - US classification in USA and is traded on BATS Exchange.

Orix Corp (IX)

The company has Return on Asset (ROA) of 2.13 % which means that for every $100 of asset it generated profit of $2.13. This is way below average. Likewise, it shows return on total equity (ROE) of 10.93 % which means that it produced $10.93 on every 100 dollars invested by current stockholders. This firm currently falls under 'Large-Cap' category with market capitalization of 17.82B. Orix Corp holds recent Real Value of $93.5663 per share. The prevailing price of the company is $70.8. At this time the company appears to be undervalued. This module determines value of Orix Corp from analyzing the company fundamentals such as Return On Equity of 10.93%, Shares Owned by Institutions of 1.97% and Current Valuation of 18.06B as well as examining its technical indicators and Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together. Orix Corp holds recent Real Value of $93.5663 per share. The prevailing price of the company is $70.8. At this time the company appears to be undervalued. This module determines value of Orix Corp from analyzing the company fundamentals such as Return On Equity of 10.93%, Shares Owned by Institutions of 1.97% and Current Valuation of 18.06B as well as examining its technical indicators and Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Current 5 Banking Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 1.66 (0.04)  0.00 (0.14)  0.00 (0.0076)  0.00  3.85 (3.32)  14.86 
 0.78 (0.06)  0.00 (0.11)  0.00 (0.0428)  0.00  1.09 (2.64)  4.73 
 16.96  8.34  2.95 (2.35)  0.00  0.15 (28.90)  11.34 (4.68)  376.53 
 1.07 (0.36)  0.00 (14.75)  0.00 (0.19)  0.00  1.43 (3.35)  10.52 
 1.11  0.16  0.09  0.11  1.52  0.11 (1.16)  2.66 (2.12)  7.34 
 5.64 (3.34)  0.00 (2.65)  0.00 (0.47)  0.00  5.00 (16.82)  36.09 
 1.67  0.18  0.12 (0.30)  1.53  0.09 (2.50)  6.24 (2.82)  10.88 
 1.73  0.18  0.09  0.21  1.93  0.07 (1.97)  4.29 (3.12)  16.48 
 1.54 (0.20)  0.00 (0.23)  0.00 (0.09)  0.00  2.30 (3.24)  12.33 
 1.17  0.06  0.03  0.03  1.87  0.0375 (1.17)  2.41 (2.50)  8.25 

About Contributor

Vlad Skutelnik
   Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

Did you try this?

Run Piotroski F Score Now

   

Piotroski F Score

Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
All  Next Launch Module
See also Stocks Correlation. Please also try Money Flow Index module to determine momentum by analyzing money flow index and other technical indicators.
Search macroaxis.com