Ivy Asset Financial Statements From 2010 to 2024

IVAEX Fund  USD 22.56  0.02  0.09%   
Ivy Asset financial statements provide useful quarterly and yearly information to potential Ivy Asset Strategy investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Ivy Asset financial statements helps investors assess Ivy Asset's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Ivy Asset's valuation are summarized below:
Ivy Asset Strategy does not presently have any fundamental trends for analysis.
Check Ivy Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Ivy Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . Ivy financial statements analysis is a perfect complement when working with Ivy Asset Valuation or Volatility modules.
  
This module can also supplement various Ivy Asset Technical models . Check out the analysis of Ivy Asset Correlation against competitors.

Ivy Asset Strategy Mutual Fund Price To Sales Analysis

Ivy Asset's Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

P/S

 = 

MV Per Share

Revenue Per Share

More About Price To Sales | All Equity Analysis

Current Ivy Asset Price To Sales

    
  2.54 X  
Most of Ivy Asset's fundamental indicators, such as Price To Sales, 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, Ivy Asset Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Competition

Based on the latest financial disclosure, Ivy Asset Strategy has a Price To Sales of 2.54 times. This is much higher than that of the Ivy Funds family and significantly higher than that of the World Allocation category. The price to sales for all United States funds is notably lower than that of the firm.

Ivy Asset Strategy Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Ivy Asset's current stock value. Our valuation model uses many indicators to compare Ivy Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ivy Asset competition to find correlations between indicators driving Ivy Asset's intrinsic value. More Info.
Ivy Asset Strategy is currently considered the top fund in price to earning among similar funds. It also is currently considered the top 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 Ivy Asset Strategy is roughly  8.70 . 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 Ivy Asset's earnings, one of the primary drivers of an investment's value.

About Ivy Asset Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Ivy Asset income statement, its balance sheet, and the statement of cash flows. Ivy Asset investors use historical funamental indicators, such as Ivy Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Although Ivy Asset investors may use each financial statement separately, they are all related. The changes in Ivy Asset's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Ivy Asset's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Ivy Asset Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Ivy Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by allocating its assets among different asset classes of varying correlation around the globe. The funds investment manager primarily invests a portion of the funds assets in global equity securities that the manager believes can outperform the funds benchmark index, the MSCI ACWI Index, over a full market cycle before taking into account fund expenses .

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Ivy Mutual Fund

Ivy Asset financial ratios help investors to determine whether Ivy 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 Ivy with respect to the benefits of owning Ivy Asset security.
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
CEOs Directory
Screen CEOs from public companies around the world
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format