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iShares Core S&P 500 (CAD Hedged)
Buy, Hold or Sell?

I guess you are interested in iShares Core S&P 500 (CAD Hedged). Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

Let's analyse iShares Core S&P 500 (CAD Hedged)

Let's start. I'm going to help you getting a better view of iShares Core S&P 500 (CAD Hedged). At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

  1. Company's Financial Health
    A deep dive into the books. How are the numbers doing? Is iShares Core S&P 500 (CAD Hedged) even making a profit? Is the company skyrocketing? Or is it sinking like the Titanic. The trend is your friend.
  2. Market Valuation
    Finally, you now have an insight of how iShares Core S&P 500 (CAD Hedged) is doing in the market. If the company is worth buying. The latest step is to find out how other investors value iShares Core S&P 500 (CAD Hedged). The closing price on 2022-09-30 was C$38.18 per share. Is the company over- or underpriced?
  3. Key Performance Indicators
    A total overlook on how the company is doing. Based on the (trends in) the key performance indicators.
iShares Core S&P 500 (CAD Hedged) Daily Candlestick Chart


Summary

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge loss.
Using its assets, the company is very inefficient in making profit.
Using its investors money, the company is very inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
Liquidity Details
 Compared to previous yearCompared to industry
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

1.1. Profitability of iShares Core S&P 500 (CAD Hedged).

1.1. Profitability

An important factor of a company's health is the profitability.

1.1.1. Net Profit Margin

Measures how much net profit iShares Core S&P 500 (CAD Hedged) earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare iShares Core S&P 500 (CAD Hedged) to the  industry mean.
  • A Net Profit Margin of -5,275.2% means that $-52.75 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is -8,682.7%. The company is making a huge loss. -2
  • The TTM is -5,275.2%. The company is making a huge loss. -2
Trends
Current periodCompared to+/- 
MRQ-8,682.7%TTM-5,275.2%-3,407.5%
TTM-5,275.2%YOY5,580.6%-10,855.8%
TTM-5,275.2%5Y401.3%-5,676.6%
5Y401.3%10Y401.3%0.0%
1.1.2. Return on Assets

Shows how efficient iShares Core S&P 500 (CAD Hedged) is using its assets to generate profit.

  • Above 5% is considered healthy but always compare iShares Core S&P 500 (CAD Hedged) to the  industry mean.
  • -8.0% Return on Assets means that iShares Core S&P 500 (CAD Hedged) generated $-0.08 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is -13.2%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is -8.0%. Using its assets, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-13.2%TTM-8.0%-5.3%
TTM-8.0%YOY7.2%-15.1%
TTM-8.0%5Y0.0%-8.0%
5Y0.0%10Y0.0%0.0%
1.1.3. Return on Equity

Shows how efficient iShares Core S&P 500 (CAD Hedged) is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare iShares Core S&P 500 (CAD Hedged) to the  industry mean.
  • -13.5% Return on Equity means the company generated $-0.14 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is -13.5%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is -8.1%. Using its investors money, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-13.5%TTM-8.1%-5.4%
TTM-8.1%YOY7.3%-15.4%
TTM-8.1%5Y0.0%-8.1%
5Y0.0%10Y0.0%0.0%

1.2. Operating Efficiency of iShares Core S&P 500 (CAD Hedged).

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient iShares Core S&P 500 (CAD Hedged) is operating .

  • Measures how much profit iShares Core S&P 500 (CAD Hedged) makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare iShares Core S&P 500 (CAD Hedged) to the  industry mean.
  • An Operating Margin of 0.0% means the company generated $0.00  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY-0.0%
TTM-5Y-0.0%
5Y-10Y-0.0%
1.2.2. Operating Ratio

Measures how efficient iShares Core S&P 500 (CAD Hedged) is keeping operating costs low.

  • Below 1 is considered healthy (always compare to  industry mean).
  • An Operation Ratio of 0.0% means that the operating costs are $0.00for each $1 in net sales.

Let's take a look of the Operating Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000

1.3. Liquidity of iShares Core S&P 500 (CAD Hedged).

1.3. Liquidity
1.3.1. Current Ratio

Measures if iShares Core S&P 500 (CAD Hedged) is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to  industry mean).
  • A Current Ratio of 0.0% means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000
1.3.2. Quick Ratio

Measures if iShares Core S&P 500 (CAD Hedged) is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy (always compare to  industry mean)
  • A Quick Ratio of 0.0% means the company can pay off $0.00 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000

1.4. Solvency of iShares Core S&P 500 (CAD Hedged).

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of iShares Core S&P 500 (CAD Hedged) assets are financed with debt.

  • Below 1 (100%) is considered healthy (always compare to industry mean).
  • A Debt to Asset Ratio of 0.02 means that iShares Core S&P 500 (CAD Hedged) assets are financed with 2.5% credit (debt) and the remaining percentage (100% - 2.5%) is financed by its owners/shareholders.

Let's take a look of the Debt to Asset Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.025. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.012. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.025TTM0.012+0.012
TTM0.012YOY0.014-0.002
TTM0.0125Y0.012+0.001
5Y0.01210Y0.0120.000
1.4.2. Debt to Equity Ratio

Measures if iShares Core S&P 500 (CAD Hedged) is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy (always compare to industry mean).
  • A Debt to Equity ratio of 2.5% means that company has $0.03 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.025. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.013. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.025TTM0.013+0.013
TTM0.013YOY0.015-0.002
TTM0.0135Y0.012+0.001
5Y0.01210Y0.0120.000

2. Market Valuation of iShares Core S&P 500 (CAD Hedged)

2. Earnings
2.1. Price to Earnings Ratio

Measures how many years it takes to double your invested money in iShares Core S&P 500 (CAD Hedged).

  • Above 15 is considered overpriced but is hard to determine (always use industry average).
  • A PE ratio of 0.00 means the investor is paying $0.00 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000

2. Books
2.3. Price to Book Ratio

Measures if the stock price of iShares Core S&P 500 (CAD Hedged) is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to industry mean).
  • A PB ratio of 0.00 means the investor is paying $0.00 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of iShares Core S&P 500 (CAD Hedged):

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y-0.000
5Y-10Y-0.000

3. Summary

3.1. Key Performance Indicators

The key performance indicators of iShares Core S&P 500 (CAD Hedged) compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Per Share----0%-0%-0%-0%
Current Ratio----0%-0%-0%-0%
Debt To Asset Ratio--0.0250.012+99%0.014+70%0.012+111%0.012+111%
Debt To Equity Ratio--0.0250.013+99%0.015+69%0.012+111%0.012+111%
Eps----0%-0%-0%-0%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Net Profit Margin---86.827-52.752-39%55.806-256%4.013-2263%4.013-2263%
Operating Margin----0%-0%-0%-0%
Operating Ratio----0%-0%-0%-0%
Pb Ratio----0%-0%-0%-0%
Pe Ratio----0%-0%-0%-0%
Price Per Share38.180+59%15.79016.980-7%18.365-14%17.350-9%17.350-9%
Quick Ratio----0%-0%-0%-0%
Return On Assets---0.132-0.080-40%0.072-284%0.000-728803%0.000-728803%
Return On Equity---0.135-0.081-40%0.073-285%0.000-100%0.000-100%
 EOD+0 -1MRQTTM+1 -5YOY+1 -55Y+1 -510Y+1 -5

3.2. Fundamental Score

Let's check the fundamental score of iShares Core S&P 500 (CAD Hedged) based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Net Profit Margin (MRQ)Greater than0-86.827
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.000
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.025
Debt to Equity Ratio (MRQ)Less than10.025
Return on Equity (MRQ)Greater than0.15-0.135
Return on Assets (MRQ)Greater than0.05-0.132
Total2/8 (25.0%)

3.3. Technical Score

Let's check the technical score of iShares Core S&P 500 (CAD Hedged) based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5028.539
Ma 20Greater thanMa 5041.092
Ma 50Greater thanMa 10042.858
Ma 100Greater thanMa 20042.426
OpenGreater thanClose38.730
Total2/5 (40.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2006-06-302006-12-312007-06-302007-12-312008-06-30
Interest Income  1,058-9411172,6662,7832,5835,366-5,493-127



Latest Balance Sheet

Balance Sheet of 2008-06-30. Currency in CAD. All numbers in thousands.

Summary
Total Assets551,466
Total Liabilities13,526
Total Stockholder Equity537,940
 As reported
Total Liabilities 13,526
Total Stockholder Equity+ 537,940
Total Assets = 551,466

Assets

Total Assets551,466
Total Current Assets-
Long-term Assets-
Total Current Assets
Cash And Cash Equivalents 198
Total Current Assets  (as reported)0
Total Current Assets  (calculated)198
+/- 198
Long-term Assets
Long-term Assets  (as reported)0
Long-term Assets  (calculated)0
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities-
Long-term Liabilities-
Total Stockholder Equity537,940
Total Current Liabilities
Total Current Liabilities  (as reported)0
Total Current Liabilities  (calculated)0
+/-0
Long-term Liabilities
Long-term Liabilities  (as reported)0
Long-term Liabilities  (calculated)0
+/-0
Total Stockholder Equity
Other Stockholders Equity 537,940
Total Stockholder Equity (as reported)537,940
Total Stockholder Equity (calculated)537,940
+/-0
Other
Cash and Short Term Investments 198



Balance Sheet

Currency in CAD. All numbers in thousands.

 Trend2008-06-302007-12-312007-06-302006-12-312006-06-30
> Total Assets 
317,725
424,388
558,467
594,778
551,466
551,466594,778558,467424,388317,725
   > Total Current Assets 00000
       Cash And Cash Equivalents 
1,319
871
276
762
198
1987622768711,319
   > Long-term Assets 00000
> Total Liabilities 
1,480
12,112
207
77
13,526
13,5267720712,1121,480
   > Total Current Liabilities 00000
   > Long-term Liabilities 00000
> Total Stockholder Equity
316,246
412,276
558,261
594,700
537,940
537,940594,700558,261412,276316,246
   Common Stock00000
   Retained Earnings Total Equity00000
   Accumulated Other Comprehensive Income 00000
   Capital Surplus 00000
   Treasury Stock00000
   Other Stockholders Equity 
316,246
412,276
558,261
594,700
537,940
537,940594,700558,261412,276316,246



Balance Sheet

Currency in CAD. All numbers in thousands.




Cash Flow

Currency in CAD. All numbers in thousands.




Income Statement

Currency in CAD. All numbers in thousands.


Latest Income Statement (annual, 2007-12-31)

Gross Profit (+$)
totalRevenue8,848
Cost of Revenue--
Gross Profit-8,848
 
Operating Income (+$)
Gross Profit-
Operating Expense--
Operating Income8,0240
 
Operating Expense (+$)
Research Development-
Selling General Administrative847
Selling And Marketing Expenses-
Operating Expense-847
 
Net Interest Income (+$)
Interest Income8,149
Interest Expense--
Net Interest Income-8,149
 
Pretax Income (+$)
Operating Income8,024
Net Interest Income-
Other Non-Operating Income Expenses-
Income Before Tax (EBT)12,5818,024
EBIT - interestExpense = 0
12,581
12,581
Interest Expense-
Earnings Before Interest and Taxes (ebit)-12,581
Earnings Before Interest and Taxes (ebitda)-
 
After tax Income (+$)
Income Before Tax12,581
Tax Provision--
Net Income From Continuing Ops-12,581
Net Income12,581
Net Income Applicable To Common Shares12,581
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses-
Total Other Income/Expenses Net-0
 

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