Macroaxis uses a strict editorial review process to publish stories and blog posts. Our publishers support our company and may receive a small commission when the partner links or references are utilized. Commissions do not affect the opinions or evaluations of our editorial team. The information our editors and media partners deliver is confidential and licensed for your sole use as a Macroaxis user. We reserve all rights to the content of this article, and therefore copying or distributing this story in whole or in part is strictly prohibited.
This list of potential positions covers USA Equities from Transportation industry as classified by Fama & French. Fama and French investing themes focus 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.
Story appears to be empty
Navios Maritime Partners (NMM)
The company has Return on Asset of 0.0539 % which means that on every $100 spent on assets, it made $0.0539 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1696 %, implying that it generated $0.1696 on every 100 dollars invested. Navios Maritime's management efficiency ratios could be used to measure how well Navios Maritime manages its routine affairs as well as how well it operates its assets and liabilities. As of the 25th of April 2024, Return On Equity is likely to grow to 0.17, while Return On Tangible Assets are likely to drop 0.05. At this time, Navios Maritime's Debt To Assets are very stable compared to the past year. This firm currently falls under 'Mid-Cap' category with a total capitalization of 1.27 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Navios Maritime's market, we take the total number of its shares issued and multiply it by Navios Maritime'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. Navios Maritime Partners secures a last-minute Real Value of $42.5 per share. The latest price of the firm is $43.85. Our model forecasts the value of Navios Maritime Partners from analyzing the firm fundamentals such as Current Valuation of 3.14 B, return on equity of 0.17, and Profit Margin of 0.33 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend obtaining undervalued stocks and abandoning overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.
Magellan Midstream Partners (MMP)
The company has Return on Asset of 0.092 % which means that on every $100 spent on assets, it made $0.092 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5918 %, implying that it generated $0.5918 on every 100 dollars invested. Magellan Midstream's management efficiency ratios could be used to measure how well Magellan Midstream manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Large-Cap' category with a total capitalization of 13.94 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Magellan Midstream's market, we take the total number of its shares issued and multiply it by Magellan Midstream'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.
Kansas City Southern (KSU)
The company has Return on Asset of 6.79 % which means that on every $100 spent on assets, it made $6.79 of profit. This is considered to be average in the sector. In the same way, it shows a return on shareholders' equity (ROE) of 2.98 %, implying that it generated $2.98 on every 100 dollars invested. Kansas City's management efficiency ratios could be used to measure how well Kansas City manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Large-Cap' category with a total capitalization of 26.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Kansas City's market, we take the total number of its shares issued and multiply it by Kansas City'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.
Forward Air (FWRD)
The company has return on total asset (ROA) of 0.0435 % which means that it generated a profit of $0.0435 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0582 %, meaning that it created $0.0582 on every $100 dollars invested by stockholders. Forward Air's management efficiency ratios could be used to measure how well Forward Air manages its routine affairs as well as how well it operates its assets and liabilities. As of April 25, 2024, Return On Tangible Assets is expected to decline to 0. In addition to that, Return On Capital Employed is expected to decline to 0.03. At present, Forward Air's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 61.8 M, whereas Return On Tangible Assets are forecasted to decline to 0. This firm currently falls under 'Small-Cap' category with a current market capitalization of 632.89 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Forward Air's market, we take the total number of its shares issued and multiply it by Forward Air'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.
Short Long Term Debt Total
2.04 Billion
At present, Forward Air's Short and Long Term Debt Total is projected to increase significantly based on the last few years of reporting.
Era Group (ERA)
The firm beta is close to zero. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Era will likely underperform. The beta indicator helps investors understand whether Era 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 Era 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 entity currently falls under 'Small-Cap' category with a total capitalization of 111.07 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Era's market, we take the total number of its shares issued and multiply it by Era'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.
Delta Air Lines (DAL)
The company has Return on Asset of 0.0517 % which means that on every $100 spent on assets, it made $0.0517 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5754 %, implying that it generated $0.5754 on every 100 dollars invested. Delta Air's management efficiency ratios could be used to measure how well Delta Air manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Delta Air's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.07 this year, although the value of Return On Capital Employed will most likely fall to 0.07. At this time, Delta Air's Fixed Asset Turnover is quite stable compared to the past year. Return On Assets is expected to rise to 0.07 this year, although the value of Total Current Assets will most likely fall to about 6.3 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 31.77 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Delta Air's market, we take the total number of its shares issued and multiply it by Delta Air'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 0.1026 % which means that on every $100 spent on assets, it made $0.1026 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2864 %, implying that it generated $0.2864 on every 100 dollars invested. Copa Holdings' management efficiency ratios could be used to measure how well Copa Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.22, whereas Return On Tangible Assets are forecasted to decline to 0.08. At present, Copa Holdings' Non Currrent Assets Other are projected to decrease significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 80.8 M, whereas Total Assets are forecasted to decline to about 3.1 B. The company currently falls under 'Mid-Cap' category with a total capitalization of 4.23 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Copa Holdings's market, we take the total number of its shares issued and multiply it by Copa Holdings'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 undervalued. Copa Holdings SA shows a prevailing Real Value of $121.74 per share. The current price of the firm is $98.1. Our model approximates the value of Copa Holdings SA from analyzing the firm fundamentals such as Profit Margin of 0.15 %, current valuation of 5.15 B, and Return On Equity of 0.29 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor taking in undervalued instruments and trading overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Canadian National Railway (CNI)
The company has Return on Asset of 0.0856 % which means that on every $100 spent on assets, it made $0.0856 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2711 %, implying that it generated $0.2711 on every 100 dollars invested. Canadian National's management efficiency ratios could be used to measure how well Canadian National manages its routine affairs as well as how well it operates its assets and liabilities. The Canadian National's current Return On Equity is estimated to increase to 0.29, while Return On Tangible Assets are projected to decrease to 0.06. As of now, Canadian National's Intangible Assets are increasing as compared to previous years. The Canadian National's current Fixed Asset Turnover is estimated to increase to 0.46, while Total Assets are projected to decrease to under 30.5 B. The entity currently falls under 'Large-Cap' category with a total capitalization of 82.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Canadian National's market, we take the total number of its shares issued and multiply it by Canadian National'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.
Macroaxis Gross Profit
Macroaxis Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Macroaxis previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Macroaxis Gross Profit growth over the last 10 years. Please check Macroaxis' gross profit and other fundamental indicators for more details.
Story appears to be empty
Navios Maritime Partners (NMM)
The company has Return on Asset of 0.0539 % which means that on every $100 spent on assets, it made $0.0539 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1696 %, implying that it generated $0.1696 on every 100 dollars invested. Navios Maritime's management efficiency ratios could be used to measure how well Navios Maritime manages its routine affairs as well as how well it operates its assets and liabilities. As of the 25th of April 2024, Return On Equity is likely to grow to 0.17, while Return On Tangible Assets are likely to drop 0.05. At this time, Navios Maritime's Debt To Assets are very stable compared to the past year. This firm currently falls under 'Mid-Cap' category with a total capitalization of 1.27 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Navios Maritime's market, we take the total number of its shares issued and multiply it by Navios Maritime'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. Navios Maritime Partners secures a last-minute Real Value of $42.5 per share. The latest price of the firm is $43.85. Our model forecasts the value of Navios Maritime Partners from analyzing the firm fundamentals such as Current Valuation of 3.14 B, return on equity of 0.17, and Profit Margin of 0.33 % as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend obtaining undervalued stocks and abandoning overvalued stocks since, at some point, asset prices and their ongoing real values will merge together.
Magellan Midstream Partners (MMP)
The company has Return on Asset of 0.092 % which means that on every $100 spent on assets, it made $0.092 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5918 %, implying that it generated $0.5918 on every 100 dollars invested. Magellan Midstream's management efficiency ratios could be used to measure how well Magellan Midstream manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Large-Cap' category with a total capitalization of 13.94 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Magellan Midstream's market, we take the total number of its shares issued and multiply it by Magellan Midstream'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.
Kansas City Southern (KSU)
The company has Return on Asset of 6.79 % which means that on every $100 spent on assets, it made $6.79 of profit. This is considered to be average in the sector. In the same way, it shows a return on shareholders' equity (ROE) of 2.98 %, implying that it generated $2.98 on every 100 dollars invested. Kansas City's management efficiency ratios could be used to measure how well Kansas City manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Large-Cap' category with a total capitalization of 26.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Kansas City's market, we take the total number of its shares issued and multiply it by Kansas City'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.
Forward Air (FWRD)
The company has return on total asset (ROA) of 0.0435 % which means that it generated a profit of $0.0435 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0582 %, meaning that it created $0.0582 on every $100 dollars invested by stockholders. Forward Air's management efficiency ratios could be used to measure how well Forward Air manages its routine affairs as well as how well it operates its assets and liabilities. As of April 25, 2024, Return On Tangible Assets is expected to decline to 0. In addition to that, Return On Capital Employed is expected to decline to 0.03. At present, Forward Air's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 61.8 M, whereas Return On Tangible Assets are forecasted to decline to 0. This firm currently falls under 'Small-Cap' category with a current market capitalization of 632.89 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Forward Air's market, we take the total number of its shares issued and multiply it by Forward Air'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.
Short Long Term Debt Total
2.04 Billion
At present, Forward Air's Short and Long Term Debt Total is projected to increase significantly based on the last few years of reporting.
Era Group (ERA)
The firm beta is close to zero. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Era will likely underperform. The beta indicator helps investors understand whether Era 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 Era 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 entity currently falls under 'Small-Cap' category with a total capitalization of 111.07 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Era's market, we take the total number of its shares issued and multiply it by Era'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.
Delta Air Lines (DAL)
The company has Return on Asset of 0.0517 % which means that on every $100 spent on assets, it made $0.0517 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5754 %, implying that it generated $0.5754 on every 100 dollars invested. Delta Air's management efficiency ratios could be used to measure how well Delta Air manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Delta Air's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.07 this year, although the value of Return On Capital Employed will most likely fall to 0.07. At this time, Delta Air's Fixed Asset Turnover is quite stable compared to the past year. Return On Assets is expected to rise to 0.07 this year, although the value of Total Current Assets will most likely fall to about 6.3 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 31.77 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Delta Air's market, we take the total number of its shares issued and multiply it by Delta Air'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 0.1026 % which means that on every $100 spent on assets, it made $0.1026 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2864 %, implying that it generated $0.2864 on every 100 dollars invested. Copa Holdings' management efficiency ratios could be used to measure how well Copa Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Capital Employed is expected to grow to 0.22, whereas Return On Tangible Assets are forecasted to decline to 0.08. At present, Copa Holdings' Non Currrent Assets Other are projected to decrease significantly based on the last few years of reporting. The current year's Other Current Assets is expected to grow to about 80.8 M, whereas Total Assets are forecasted to decline to about 3.1 B. The company currently falls under 'Mid-Cap' category with a total capitalization of 4.23 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Copa Holdings's market, we take the total number of its shares issued and multiply it by Copa Holdings'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 undervalued. Copa Holdings SA shows a prevailing Real Value of $121.74 per share. The current price of the firm is $98.1. Our model approximates the value of Copa Holdings SA from analyzing the firm fundamentals such as Profit Margin of 0.15 %, current valuation of 5.15 B, and Return On Equity of 0.29 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor taking in undervalued instruments and trading overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Canadian National Railway (CNI)
The company has Return on Asset of 0.0856 % which means that on every $100 spent on assets, it made $0.0856 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2711 %, implying that it generated $0.2711 on every 100 dollars invested. Canadian National's management efficiency ratios could be used to measure how well Canadian National manages its routine affairs as well as how well it operates its assets and liabilities. The Canadian National's current Return On Equity is estimated to increase to 0.29, while Return On Tangible Assets are projected to decrease to 0.06. As of now, Canadian National's Intangible Assets are increasing as compared to previous years. The Canadian National's current Fixed Asset Turnover is estimated to increase to 0.46, while Total Assets are projected to decrease to under 30.5 B. The entity currently falls under 'Large-Cap' category with a total capitalization of 82.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Canadian National's market, we take the total number of its shares issued and multiply it by Canadian National'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.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
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
This story should be regarded as informational only and should not be considered a 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. Please refer to our Terms of Use for any information regarding our disclosure principles.
Would you like to provide feedback on the content of this article?
You can get in touch with us directly or send us a quick note via email to editors@macroaxis.com
Did you try this?
Run Portfolio Center Now
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any private could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
