Douglass Winthrop Advisors LLC Makes New $218000 Investment in QUALCOMM, Inc. (NASDAQ …

Douglass Winthrop Advisors LLC purchased a new stake in QUALCOMM, Inc. (NASDAQ:QCOM) during the 2nd quarter, according to its most recent …

QUALCOMM logoDouglass Winthrop Advisors LLC purchased a new stake in QUALCOMM, Inc. (NASDAQ:QCOM) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 2,871 shares of the wireless technology company’s stock, valued at approximately $218,000.

Other large investors have also recently modified their holdings of the company. Barrow Hanley Mewhinney & Strauss LLC raised its holdings in shares of QUALCOMM by 0.5% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 20,156,306 shares of the wireless technology company’s stock valued at $1,147,095,000 after acquiring an additional 96,527 shares in the last quarter. Norges Bank bought a new position in shares of QUALCOMM during the 4th quarter valued at about $736,806,000. Clearbridge Investments LLC increased its position in shares of QUALCOMM by 1.1% during the 1st quarter. Clearbridge Investments LLC now owns 9,379,210 shares of the wireless technology company’s stock valued at $534,896,000 after purchasing an additional 99,528 shares during the last quarter. FIL Ltd increased its position in shares of QUALCOMM by 179.2% during the 1st quarter. FIL Ltd now owns 4,770,291 shares of the wireless technology company’s stock valued at $272,050,000 after purchasing an additional 3,061,598 shares during the last quarter. Finally, OppenheimerFunds Inc. increased its position in shares of QUALCOMM by 48.5% during the 1st quarter. OppenheimerFunds Inc. now owns 3,221,596 shares of the wireless technology company’s stock valued at $183,728,000 after purchasing an additional 1,052,071 shares during the last quarter. 76.18% of the stock is currently owned by institutional investors.

In related news, EVP Michelle M. Sterling sold 5,560 shares of the stock in a transaction that occurred on Wednesday, May 15th. The stock was sold at an average price of $86.44, for a total value of $480,606.40. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, SVP Erin L. Polek sold 1,478 shares of the stock in a transaction that occurred on Friday, August 2nd. The stock was sold at an average price of $70.36, for a total value of $103,992.08. Following the completion of the transaction, the senior vice president now directly owns 1,386 shares in the company, valued at approximately $97,518.96. The disclosure for this sale can be found here. Corporate insiders own 0.11% of the company’s stock.

NASDAQ:QCOM opened at $71.26 on Friday. QUALCOMM, Inc. has a 12 month low of $49.10 and a 12 month high of $90.34. The company has a quick ratio of 1.61, a current ratio of 1.77 and a debt-to-equity ratio of 2.46. The stock has a 50-day moving average price of $74.46. The stock has a market capitalization of $82.87 billion, a P/E ratio of 22.34, a P/E/G ratio of 1.85 and a beta of 1.62.

QUALCOMM (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, July 31st. The wireless technology company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.02. QUALCOMM had a return on equity of 112.21% and a net margin of 13.41%. The business had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $5.12 billion. During the same period in the prior year, the business posted $1.01 earnings per share. The company’s quarterly revenue was down 12.7% compared to the same quarter last year. Equities research analysts predict that QUALCOMM, Inc. will post 2.88 earnings per share for the current year.

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 26th. Stockholders of record on Thursday, September 12th will be paid a dividend of $0.62 per share. The ex-dividend date of this dividend is Wednesday, September 11th. This represents a $2.48 dividend on an annualized basis and a dividend yield of 3.48%. QUALCOMM’s dividend payout ratio is 77.74%.

Several brokerages have recently commented on QCOM. Edward Jones lowered QUALCOMM from a “hold” rating to a “sell” rating and set a $69.31 price objective on the stock. in a research report on Thursday, May 23rd. Macquarie set a $90.00 price target on QUALCOMM and gave the stock a “buy” rating in a research report on Thursday, May 23rd. Mizuho restated a “hold” rating and set a $68.00 price target on shares of QUALCOMM in a research report on Thursday, August 1st. JPMorgan Chase & Co. lifted their price objective on QUALCOMM from $88.00 to $96.00 and gave the stock a “positive” rating in a research report on Thursday, May 2nd. Finally, Zacks Investment Research upgraded QUALCOMM from a “sell” rating to a “hold” rating in a research report on Monday, May 6th. Two equities research analysts have rated the stock with a sell rating, thirteen have issued a hold rating, fifteen have issued a buy rating and one has issued a strong buy rating to the company. QUALCOMM currently has an average rating of “Hold” and an average target price of $79.93.

About QUALCOMM

QUALCOMM Incorporated designs, develops, manufactures, and markets digital communication products worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on code division multiple access (CDMA), orthogonal frequency division multiple access, and other technologies for use in wireless voice and data communications, networking, application processing, multimedia, and global positioning system products.

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Institutional Ownership by Quarter for QUALCOMM (NASDAQ:QCOM)

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Altium Wealth Management LLC Sells 1064 Shares of BlackRock, Inc. (NYSE:BLK)

Altium Wealth Management LLC reduced its position in shares of BlackRock, Inc. (NYSE:BLK) by 26.5% in the 2nd quarter, according to its most …

BlackRock logoAltium Wealth Management LLC reduced its position in shares of BlackRock, Inc. (NYSE:BLK) by 26.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,958 shares of the asset manager’s stock after selling 1,064 shares during the period. Altium Wealth Management LLC’s holdings in BlackRock were worth $1,388,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Advisory Alpha LLC acquired a new stake in BlackRock during the first quarter worth approximately $26,000. Valley National Advisers Inc. grew its position in BlackRock by 81.8% during the first quarter. Valley National Advisers Inc. now owns 60 shares of the asset manager’s stock worth $26,000 after buying an additional 27 shares in the last quarter. SevenBridge Financial Group LLC acquired a new stake in shares of BlackRock in the 2nd quarter valued at $38,000. Harvest Group Wealth Management LLC acquired a new stake in shares of BlackRock in the 1st quarter valued at $37,000. Finally, Rational Advisors LLC boosted its holdings in shares of BlackRock by 260.0% in the 1st quarter. Rational Advisors LLC now owns 90 shares of the asset manager’s stock valued at $38,000 after purchasing an additional 65 shares in the last quarter. Institutional investors and hedge funds own 81.68% of the company’s stock.

Shares of BlackRock stock opened at $431.32 on Tuesday. The company has a market cap of $69.26 billion, a price-to-earnings ratio of 16.02, a price-to-earnings-growth ratio of 1.66 and a beta of 1.51. The company has a debt-to-equity ratio of 0.83, a current ratio of 3.49 and a quick ratio of 3.49. BlackRock, Inc. has a one year low of $360.79 and a one year high of $494.91. The company has a 50-day moving average price of $469.16.

BlackRock (NYSE:BLK) last released its quarterly earnings results on Friday, July 19th. The asset manager reported $6.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $6.52 by ($0.11). BlackRock had a net margin of 30.25% and a return on equity of 13.23%. The company had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.57 billion. During the same quarter last year, the firm posted $6.66 EPS. BlackRock’s revenue for the quarter was down 2.2% on a year-over-year basis. On average, sell-side analysts predict that BlackRock, Inc. will post 27.62 earnings per share for the current fiscal year.

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 24th. Stockholders of record on Thursday, September 5th will be paid a $3.30 dividend. The ex-dividend date of this dividend is Wednesday, September 4th. This represents a $13.20 dividend on an annualized basis and a dividend yield of 3.06%. BlackRock’s payout ratio is presently 49.02%.

A number of equities research analysts have weighed in on BLK shares. JPMorgan Chase & Co. reduced their target price on BlackRock from $527.00 to $525.00 and set an “overweight” rating on the stock in a report on Monday, July 22nd. Citigroup raised their price objective on BlackRock from $450.00 to $500.00 and gave the company a “buy” rating in a report on Monday, April 15th. Wells Fargo & Co raised their price objective on BlackRock from $460.00 to $480.00 and gave the company an “average” rating in a report on Wednesday, April 17th. Morgan Stanley raised their target price on BlackRock from $550.00 to $553.00 and gave the stock an “overweight” rating in a research report on Monday, July 22nd. Finally, UBS Group raised their target price on BlackRock from $515.00 to $525.00 and gave the stock a “buy” rating in a research report on Monday, July 8th. Three equities research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the company’s stock. The stock has an average rating of “Buy” and an average price target of $499.03.

BlackRock Profile

BlackRock, Inc is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.

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Institutional Ownership by Quarter for BlackRock (NYSE:BLK)

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Update: A Look At Technical Indicators – Juniper Networks, Inc. (JNPR)

Miller Kenneth Bradley, EVP CFO, subtracted 7,000 shares of Juniper Networks, Inc. (JNPR) from its portfolio at the rate of $27.02 per share valuing …

Miller Kenneth Bradley, EVP CFO, subtracted 7,000 shares of Juniper Networks, Inc. (JNPR) from its portfolio at the rate of $27.02 per share valuing $189,106 on Aug 01. The insider left behind 77,333 shares of the company to its portfolio. Before making a move on any particular stock, readers often pay close attention to support and resistance markers. The last reported price for shares of Juniper Networks, Inc. (JNPR) was $25.95. Currently, the 1st Resistance Point for this stock is $26.25, with a 2nd Resistance Point sitting at $26.55. Meanwhile, this company’s stock has a 1st Support Level at $25.72 and a 2nd Support Level at $25.49. Juniper Networks, Inc. (JNPR) stock has lost -$0.73, or -2.74%, in the past five days. In the last full month, these shares have lost -$1.00, or -3.71%. In the past three months, this stock’s price has fallen by -$1.92, or -6.89%. This year-to-date, Juniper Networks, Inc. (JNPR) shares have lost -$0.96, or -3.57%.

Analyzing price projection indicators is a helpful way to determine whether a potential stock buy is a wise choice for profits in the short term, medium term, and long term. For Juniper Networks, Inc. (JNPR) stock, Hold % of short-term indicators suggest that these shares are a “ Sell .” Meanwhile, 100% of medium-term indicators point to this stock being a “ Sell .” Looking further ahead, 100 – 200 Day MACD Oscillator % of long-term indicators suggest that this stock is a “.”

With 348,738 K shares outstanding, this company currently has a market capitalization of $9,049,752K. Juniper Networks, Inc. (JNPR) generates $4,648 M in annual sales, amounting to annual net income of $566,900 K. This stock has generated a 1-Year Total Return of -0.88%, a 3-Year Total Return of 12.58%, and a 5-year Total Return of 11.66%. This stock’s 5-Year Dividend Growth is 0.00%, with its most recent dividend valued at $0.190 per share on 05/31/19. Its Annual Dividend Yield is 2.93%, and its Annual Dividend Rate is 0.76.

In the most recently-reported fiscal quarter, which ended in Jun-19, Juniper Networks, Inc. (JNPR) reported earnings of $0.40 per share. Wall Street analysts, on average, were expecting the company to report earnings of $0.40 per share, representing a 0 difference and 0.86% surprise. In the previous quarter ending in Mar-19, the reported earnings of $0.26 represented a 0.05 difference from the consensus estimate calling for $0.21 per share, which was a 22.53% surprise.

For the current fiscal quarter, which is set to end in 09/2019, the average earnings estimate is $0.34 per share. This estimate came from a total of 7 Wall Street Analysts. Of those market experts, the high estimate was $0.39 and the low estimate was $0.31. In the year-ago quarter, Juniper Networks, Inc. (JNPR) generated per-share earnings of $0.41. If the analysts are correct about the current quarter’s earnings, the growth will be -17.07%.

Turning our focus now to insider trading activity, there have been 11 purchases (75,805 shares in total) and 7 sale (71,981 shares in total) in the last 3 months. In the last 6 months, there have been 38 insider buys amounting to 465,184 shares and 40 insider sales amounting to 329,189 shares. In the past full year, 41 insider purchases were made (involving 650,464 shares) and 55 insider sell-offs equivalent to 607,582 shares.

Moving onto liquidity, Juniper Networks, Inc. (JNPR) has a Current Ratio of 2.49, a Quick Ratio of 2.44 and a Cash Ratio of 1.94. Looking at this company’s capital structure, its Total Debt to Total Equity is 44.35, its Total Debt to Total Capital is 30.72, and its Total Debt to Total Assets is now 22.84. Looking even further ahead into the future, its Long-Term Debt to Equity is 37.09 and its Long-Term Debt to Total Capital is 25.70.

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Stock Chatter: Laredo Petroleum, Inc. (NYSE:LPI) Quant & Returns in Focus as ROE Stands at …

Placing Laredo Petroleum, Inc. (NYSE:LPI) shares under the microscope we note that the firm has a current Return on Equity of 0.195132. Simply put …

Placing Laredo Petroleum, Inc. (NYSE:LPI) shares under the microscope we note that the firm has a current Return on Equity of 0.195132. Simply put, this ratio determines how well the firm uses investment funds to generate profit. This ratio is often considered “the mother of all ratios” as it often reveals how well a company is operating.

Even for seasoned investors, it can be natural to become wary when certain stocks are tanking in the stock portfolio. The knee jerk reaction can be to immediately change up the portfolio mix to help rectify the situation. Sometimes changes may need to be made, but often times, resisting the urge to make changes based on temporary downturns may prove to help the longer-term health of the stock portfolio. Investors may find themselves in the same predicament when markets are heading higher and every stock seems to be a winner. The impulse might be to double down and buy even more shares of a name that has been over performing recently. Once again, sometimes this may work out, but there will also be times when stocks have finished the run and adding to the position may end up nullifying previous gains if momentum swings back the other way.

In addition to ROE, investors might also take into consideration some other ratios. One of the most popular ratios is the “Return on Assets” (aka ROA). This score indicates how profitable a company is relative to its total assets. The Return on Assets for Laredo Petroleum, Inc. (NYSE:LPI) is 0.109500. This number is calculated by dividing net income after tax by the company’s total assets. A company that manages their assets well will have a higher return, while a company that manages their assets poorly will have a lower return.

The Return on Invested Capital (aka ROIC) for Laredo Petroleum, Inc. (NYSE:LPI) is 0.126088. The Return on Invested Capital is a ratio that determines whether a company is profitable or not. It tells investors how well a company is turning their capital into profits. The ROIC is calculated by dividing the net operating profit (or EBIT) by the employed capital. The employed capital is calculated by subrating current liabilities from total assets. Similarly, the Return on Invested Capital Quality ratio is a tool in evaluating the quality of a company’s ROIC over the course of five years. The ROIC Quality of Laredo Petroleum, Inc. (NYSE:LPI) is 5.624907. This is calculated by dividing the five year average ROIC by the Standard Deviation of the 5 year ROIC. The ROIC 5 year average is calculated using the five year average EBIT, five year average (net working capital and net fixed assets). The ROIC 5 year average of Laredo Petroleum, Inc. (NYSE:LPI) is 0.110694.

After a recent scan, we can see that Laredo Petroleum, Inc. (NYSE:LPI) has a Shareholder Yield of 0.012526 and a Shareholder Yield (Mebane Faber) of -0.32134. The first value is calculated by adding the dividend yield to the percentage of repurchased shares. The second value adds in the net debt repaid yield to the calculation. Shareholder yield has the ability to show how much money the firm is giving back to shareholders via a few different avenues. Companies may issue new shares and buy back their own shares. This may occur at the same time. Investors may also use shareholder yield to gauge a baseline rate of return.

Quant Scores

Checking in on some valuation rankings, Laredo Petroleum, Inc. (NYSE:LPI) has a Value Composite score of 3. Developed by James O’Shaughnessy, the VC score uses five valuation ratios. These ratios are price to earnings, price to cash flow, EBITDA to EV, price to book value, and price to sales. The VC is displayed as a number between 1 and 100. In general, a company with a score closer to 0 would be seen as undervalued, and a score closer to 100 would indicate an overvalued company. Adding a sixth ratio, shareholder yield, we can view the Value Composite 2 score which is currently sitting at 3.

Investors may be interested in viewing the Gross Margin score on shares of Laredo Petroleum, Inc. (NYSE:LPI). The name currently has a score of 11.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score lands on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative.

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Sharp investors typically realize that stock returns can fluctuate, and the periods of extreme ups and downs can sometimes be quite long. It can be very difficult to predict when a big market downturn will occur. However, investors who have a plan in place will often find themselves in a better position than those who do not. Investors following an individual plan can include some preparation for the unknown. The plan may involve specific criteria, and it may be uniquely tailored to suit the individual’s goals. When markets get choppy, it can be tempting for the individual investor to go into survival mode. Some of the best stock buying opportunities will present themselves during a lengthy period of decline. Being ready to pounce on these opportunities might end up being a huge benefit to the investor when the time comes.

Laredo Petroleum, Inc. (NYSE:LPI) has a current MF Rank of 2513. Developed by hedge fund manager Joel Greenblatt, the intention of the formula is to spot high quality companies that are trading at an attractive price. The formula uses ROIC and earnings yield ratios to find quality, undervalued stocks. In general, companies with the lowest combined rank may be the higher quality picks.

Laredo Petroleum, Inc. (NYSE:LPI) has a current ERP5 Rank of 1006. The ERP5 Rank may assist investors with spotting companies that are undervalued. This ranking uses four ratios. These ratios are Earnings Yield, ROIC, Price to Book, and 5 year average ROIC. When looking at the ERP5 ranking, it is generally considered the lower the value, the better.

Top notch investors are usually adept at filtering through the constant financial headlines. Now more than ever, there is an unprecedented amount of news and data regarding publically traded companies. Most of the focus is typically on the short-term and it tends to focus around near-term forecasts. Although more information is probably a good thing when looking at the bigger picture, being able to zoom in on the proper information can be quite a challenge. Tuning out all the unnecessary noise isn’t easy, but it may help the investor make better decisions. Constantly switching investments based on the headlines of the day may end up leaving the investor wondering what went wrong. Analyzing the right information can be an essential part of any solid stock investing plan.

Price Index & Volatility

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of Laredo Petroleum, Inc. (NYSE:LPI) is 56.615800. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of Laredo Petroleum, Inc. (NYSE:LPI) is 69.162200. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 63.808400.

We can now take a quick look at some historical stock price index data. Laredo Petroleum, Inc. (NYSE:LPI) presently has a 10 month price index of 0.38854. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 0.35589, the 24 month is 0.26068, and the 36 month is 0.29131. Narrowing in a bit closer, the 5 month price index is 0.88921, the 3 month is 0.88921, and the 1 month is currently 1.08541.

Many individuals strive to expand their wealth by investing in the stock market. There are countless factors that come in to play when analyzing which stocks to invest in. Along with all the tangible information provided by publically traded companies, there are plenty of intangibles. It is fairly easy to comb through the balance sheet to find out detailed performance numbers, but it can be extremely difficult to measure other aspects such as competitive advantage, reputation, and leadership competency. Sometimes all the rational calculations will point to a buy, but there may be other influences that may not support the case and will need to be addressed. Investors who are willing to go the extra mile when conducting stock research may find that crucial decisions become a little bit less strenuous down the road.

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Quant Scorecard & ROA in Focus For iRobot Corporation (NasdaqGS:IRBT)

Placing iRobot Corporation (NasdaqGS:IRBT) shares under the microscope we note that the firm has a current Return on Equity of 0.149846. Simply …

Placing iRobot Corporation (NasdaqGS:IRBT) shares under the microscope we note that the firm has a current Return on Equity of 0.149846. Simply put, this ratio determines how well the firm uses investment funds to generate profit. This ratio is often considered “the mother of all ratios” as it often reveals how well a company is operating.

Even for seasoned investors, it can be natural to become wary when certain stocks are tanking in the stock portfolio. The knee jerk reaction can be to immediately change up the portfolio mix to help rectify the situation. Sometimes changes may need to be made, but often times, resisting the urge to make changes based on temporary downturns may prove to help the longer-term health of the stock portfolio. Investors may find themselves in the same predicament when markets are heading higher and every stock seems to be a winner. The impulse might be to double down and buy even more shares of a name that has been over performing recently. Once again, sometimes this may work out, but there will also be times when stocks have finished the run and adding to the position may end up nullifying previous gains if momentum swings back the other way.

In addition to ROE, investors might also take into consideration some other ratios. One of the most popular ratios is the “Return on Assets” (aka ROA). This score indicates how profitable a company is relative to its total assets. The Return on Assets for iRobot Corporation (NasdaqGS:IRBT) is 0.145526. This number is calculated by dividing net income after tax by the company’s total assets. A company that manages their assets well will have a higher return, while a company that manages their assets poorly will have a lower return.

The Return on Invested Capital (aka ROIC) for iRobot Corporation (NasdaqGS:IRBT) is 0.268310. The Return on Invested Capital is a ratio that determines whether a company is profitable or not. It tells investors how well a company is turning their capital into profits. The ROIC is calculated by dividing the net operating profit (or EBIT) by the employed capital. The employed capital is calculated by subrating current liabilities from total assets. Similarly, the Return on Invested Capital Quality ratio is a tool in evaluating the quality of a company’s ROIC over the course of five years. The ROIC Quality of iRobot Corporation (NasdaqGS:IRBT) is 6.048674. This is calculated by dividing the five year average ROIC by the Standard Deviation of the 5 year ROIC. The ROIC 5 year average is calculated using the five year average EBIT, five year average (net working capital and net fixed assets). The ROIC 5 year average of iRobot Corporation (NasdaqGS:IRBT) is 0.305712.

After a recent scan, we can see that iRobot Corporation (NasdaqGS:IRBT) has a Shareholder Yield of -0.008991 and a Shareholder Yield (Mebane Faber) of -0.05857. The first value is calculated by adding the dividend yield to the percentage of repurchased shares. The second value adds in the net debt repaid yield to the calculation. Shareholder yield has the ability to show how much money the firm is giving back to shareholders via a few different avenues. Companies may issue new shares and buy back their own shares. This may occur at the same time. Investors may also use shareholder yield to gauge a baseline rate of return.

Quant Scores

Checking in on some valuation rankings, iRobot Corporation (NasdaqGS:IRBT) has a Value Composite score of 50. Developed by James O’Shaughnessy, the VC score uses five valuation ratios. These ratios are price to earnings, price to cash flow, EBITDA to EV, price to book value, and price to sales. The VC is displayed as a number between 1 and 100. In general, a company with a score closer to 0 would be seen as undervalued, and a score closer to 100 would indicate an overvalued company. Adding a sixth ratio, shareholder yield, we can view the Value Composite 2 score which is currently sitting at 57.

Investors may be interested in viewing the Gross Margin score on shares of iRobot Corporation (NasdaqGS:IRBT). The name currently has a score of 13.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score lands on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative.

Sharp investors typically realize that stock returns can fluctuate, and the periods of extreme ups and downs can sometimes be quite long. It can be very difficult to predict when a big market downturn will occur. However, investors who have a plan in place will often find themselves in a better position than those who do not. Investors following an individual plan can include some preparation for the unknown. The plan may involve specific criteria, and it may be uniquely tailored to suit the individual’s goals. When markets get choppy, it can be tempting for the individual investor to go into survival mode. Some of the best stock buying opportunities will present themselves during a lengthy period of decline. Being ready to pounce on these opportunities might end up being a huge benefit to the investor when the time comes.

iRobot Corporation (NasdaqGS:IRBT) has a current MF Rank of 4614. Developed by hedge fund manager Joel Greenblatt, the intention of the formula is to spot high quality companies that are trading at an attractive price. The formula uses ROIC and earnings yield ratios to find quality, undervalued stocks. In general, companies with the lowest combined rank may be the higher quality picks.

iRobot Corporation (NasdaqGS:IRBT) has a current ERP5 Rank of 5307. The ERP5 Rank may assist investors with spotting companies that are undervalued. This ranking uses four ratios. These ratios are Earnings Yield, ROIC, Price to Book, and 5 year average ROIC. When looking at the ERP5 ranking, it is generally considered the lower the value, the better.

Top notch investors are usually adept at filtering through the constant financial headlines. Now more than ever, there is an unprecedented amount of news and data regarding publically traded companies. Most of the focus is typically on the short-term and it tends to focus around near-term forecasts. Although more information is probably a good thing when looking at the bigger picture, being able to zoom in on the proper information can be quite a challenge. Tuning out all the unnecessary noise isn’t easy, but it may help the investor make better decisions. Constantly switching investments based on the headlines of the day may end up leaving the investor wondering what went wrong. Analyzing the right information can be an essential part of any solid stock investing plan.

Price Index & Volatility

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of iRobot Corporation (NasdaqGS:IRBT) is 58.831800. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of iRobot Corporation (NasdaqGS:IRBT) is 44.907500. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 56.879900.

We can now take a quick look at some historical stock price index data. iRobot Corporation (NasdaqGS:IRBT) presently has a 10 month price index of 0.64886. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 0.85454, the 24 month is 0.68306, and the 36 month is 1.83430. Narrowing in a bit closer, the 5 month price index is 0.53410, the 3 month is 0.66600, and the 1 month is currently 0.76514.

Many individuals strive to expand their wealth by investing in the stock market. There are countless factors that come in to play when analyzing which stocks to invest in. Along with all the tangible information provided by publically traded companies, there are plenty of intangibles. It is fairly easy to comb through the balance sheet to find out detailed performance numbers, but it can be extremely difficult to measure other aspects such as competitive advantage, reputation, and leadership competency. Sometimes all the rational calculations will point to a buy, but there may be other influences that may not support the case and will need to be addressed. Investors who are willing to go the extra mile when conducting stock research may find that crucial decisions become a little bit less strenuous down the road.