iShares MSCI Finland ETF
ALTAR
Score™		 8.0% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 15.9x P/Sales
ratio		 1.2x
P/BV
ratio		 1.5x Div.
yield		 4.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares MSCI Finland Capped Investable Market Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Finland IMI 25/50 Index.

FUND BASICS
Category International Equities
Fund Sponsor BlackRock Fund Advisors
Website www.ishares.com
Inception date Jan 25, 2012
Assets (mns) $18
Currency USD
Expense ratio 56 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 36
Wgt avg mkt cap (mns) $19,176
Large cap (>$10bn) 65.0%
Mid cap ($2-10bn) 31.2%
Small cap (<$2bn) 3.8%
Developed mkts 96.8%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NORDEA BANK ABP 17.4 %
NOKIA OYJ 11.3 %
SAMPO OYJ CLASS A 10.1 %
UPM-KYMMENE OYJ 8.4 %
KONE OYJ-B 4.6 %
WARTSILA OYJ 4.3 %
ELISA OYJ CLASS A 4.1 %
FORTUM OYJ 3.6 %
STORA ENSO OYJ-R SHS 3.2 %
KESKO OYJ-B SHS 3.2 %
Total 70.3 %

TOP COUNTRY EXPOSURE
FINLAND 93.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.5% 16.8% 3.2% 4.4% 6.4%

Market Correlations
versus... Beta R-squared
S&P500 0.84 58%
MSCI EAFE 0.98 81%
MSCI Emg. Mkts. 0.79 51%

Technical Indicators
Recent close $33.35
30d moving avg. $36.64
Annualized volatility 19.2%
Short interest (ETF) 0.0%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.6%
Bid/Ask (% of price) 0.52%
ADV underlying (mns) $406

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 217 potential alternatives to the iShares MSCI Finland ETF ETF based on the alternatives' overlap in portfolio holdings with EFNL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EFNL Expense: 56 bp ALTAR Score™: 8.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EFNL
Ticker Fund
Name		 Overlap1
vs EFNL
(%)		 Expense
ratio
(bp)		 Savings
vs EFNL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EFNL
(%)
CUT Invesco MSCI Global Timber ETF 10.3 61 -5 8.4 +0.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 8.3 58 -2 9.2 +1.2
WOOD iShares Global Timber & Forestry ETF 8.2 42 14 9.8 +1.8
GNR SPDR S&P Global Natural Resources ETF 4.7 40 16 9.7 +1.7
IDOG ALPS International Sector Dividend Dogs ETF 4.3 50 6 12.8 +4.8
HEDJ WisdomTree Europe Hedged Equity Fund 4.3 58 -2 9.5 +1.4
FICS First Trust International Developed Capital Strength ETF 3.9 70 -14 5.3 -2.7
DMDV AAM S&P Developed Markets High Dividend Value ETF 3.8 39 17 12.1 +4.0
FEUZ First Trust Eurozone AlphaDEX ETF 3.8 80 -24 6.7 -1.3
NLR VanEck Uranium+Nuclear Energy ETF 3.6 61 -5 2.9 -5.2
RFEU First Trust Riverfront Dynamic Europe ETF 3.5 83 -27 11.1 +3.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.2 22 34 6.6 -1.4
EZU iShares MSCI Eurozone ETF 3.2 52 4 6.6 -1.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.1 75 -19 7.9 -0.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.1 45 11 -0.6 -8.6
VCLN Virtus Duff & Phelps Clean Energy ETF 3.1 59 -3 3.9 -4.2
IDAT iShares Future Cloud 5G and Tech ETF 3.1 47 9 4.3 -3.7
BOTT Themes Robotics & Automation ETF 2.9 35 21 4.7 -3.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 2.9 48 8 5.7 -2.3
CRAK VanEck Oil Refiners ETF 2.8 61 -5 14.7 +6.7
FID First Trust S&P International Dividend Aristocrats ETF 2.8 60 -4 9.0 +1.0
EUFN iShares MSCI Europe Financials ETF 2.7 51 5 8.1 +0.1
ETEC iShares Breakthrough Environmental Solutions ETF 2.7 47 9 8.0 -0.0
SCHY Schwab International Dividend Equity ETF 2.6 14 42 9.3 +1.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.6 60 -4 0.5 -7.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.6 45 11 6.5 -1.5
BKCI BNY Mellon Concentrated International ETF 2.5 80 -24 4.2 -3.8
GDVD R3 Global Dividend Growth ETF 2.5 88 -32 5.5 -2.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.4 32 24 6.0 -2.1
EQIN Columbia US Equity Income ETF 2.4 35 21 8.3 +0.3
FLEU Franklin FTSE Eurozone ETF 2.3 9 47 7.3 -0.7
DFIS Dimensional International Small Cap ETF 2.3 39 17 6.9 -1.1
DIM WisdomTree International MidCap Dividend Fund 2.2 58 -2 7.7 -0.3
IEUS iShares MSCI Europe Small-Cap ETF 2.1 42 14 6.4 -1.6
FEP First Trust Europe AlphaDEX Fund 2.1 80 -24 7.8 -0.2
CID VictoryShares International High Div Volatility Wtd ETF 2.1 45 11 11.9 +3.9
FIDI Fidelity International High Dividend ETF 2.0 18 38 10.9 +2.9
WDIV SPDR S&P Global Dividend ETF 2.0 40 16 9.4 +1.4
FIXT Procure Disaster Recovery Strategy ETF 2.0 75 -19 5.8 -2.2
IVAL Alpha Architect International Quantitative Value ETF 2.0 49 7 9.5 +1.5
JHID John Hancock International High Dividend ETF 2.0 46 10 11.3 +3.3
WWJD Inspire International ETF 1.9 80 -24 7.3 -0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -19 7.8 -0.3
EFAS Global X MSCI SuperDividend EAFE ETF 1.9 57 -1 10.3 +2.2
DISV Dimensional International Small Cap Value ETF 1.9 42 14 9.1 +1.1
DTAN Sparkline International Intangible Value ETF 1.9 55 1 9.2 +1.1
BECO BlackRock Future Climate and Sustainable Economy ETF 1.8 70 -14 11.9 +3.9
EFV iShares MSCI EAFE Value ETF 1.8 34 22 9.4 +1.4
DFSI Dimensional International Sustainability Core 1 ETF 1.8 24 32 6.5 -1.5
FEZ SPDR EURO STOXX 50 ETF 1.8 29 27 6.8 -1.2
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.8 9 47 9.9 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.7 30 26 7.3 -0.7
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.7 65 -9 4.3 -3.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.7 58 -2 6.5 -1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 56 0 13.5 +5.5
IEUR iShares Core MSCI Europe ETF 1.7 11 45 7.1 -1.0
IQDF FlexShares International Quality Dividend Index Fund 1.7 47 9 12.9 +4.9
DMXF iShares ESG Advanced MSCI EAFE ETF 1.7 12 44 5.5 -2.5
INTF iShares International Equity Factor ETF 1.6 15 41 8.2 +0.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.5 12 44 5.9 -2.2
IQDE FlexShares International Quality Dividend Defensive Index ET 1.5 47 9 14.8 +6.8
IDV iShares International Select Dividend ETF 1.5 51 5 12.2 +4.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.5 46 10 9.3 +1.3
DTH WisdomTree International High Dividend Fund 1.5 58 -2 10.1 +2.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.5 65 -9 12.8 +4.8
ESGD iShares ESG Aware MSCI EAFE ETF 1.5 20 36 6.9 -1.1
OCEN IQ Clean Oceans ETF 1.5 45 11 6.1 -2.0
SPEU SPDR Portfolio Europe ETF 1.5 7 49 7.1 -0.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.4 14 42 6.2 -1.8
EV Mast Global Battery Recycling & Production ETF 1.4 65 -9 12.2 +4.2
DFIC Dimensional International Core Equity 2 ETF 1.4 23 33 7.7 -0.3
DFE WisdomTree Europe SmallCap Dividend Fund 1.4 58 -2 10.7 +2.7
KNO AXS Knowledge Leaders ETF 1.4 78 -22 4.9 -3.1
NXTG First Trust Indxx NextG ETF 1.4 70 -14 6.2 -1.8
VGK Vanguard FTSE Europe ETF 1.4 11 45 7.1 -1.0
FENI Fidelity Enhanced International ETF 1.4 28 28 8.1 +0.0
IBOT Vaneck Robotics ETF 1.3 47 9 4.1 -3.9
VYMI Vanguard International High Dividend Yield ETF 1.3 22 34 9.8 +1.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.3 42 14 8.1 +0.1
BNE Blue Horizon BNE ETF 1.3 87 -31 4.6 -3.4
IEV iShares Europe ETF 1.3 67 -11 6.6 -1.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 9 9.4 +1.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.3 45 11 8.9 +0.9
BBEU JPMorgan BetaBuilders Europe ETF 1.2 9 47 7.1 -0.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.2 58 -2 6.4 -1.7
VIDI Vident International Equity Strategy ETF 1.2 61 -5 10.2 +2.2
IQDG WisdomTree International Quality Dividend Growth Fund 1.2 42 14 6.8 -1.3
VWID Virtus WMC International Dividend ETF 1.2 49 7 9.6 +1.6
IDHQ Invesco S&P International Developed High Quality ETF 1.2 29 27 6.5 -1.6
FLEE Franklin FTSE Europe ETF 1.2 9 47 7.2 -0.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.1 46 10 6.5 -1.5
SCHC Schwab International Small-Cap Equity ETF 1.1 11 45 6.6 -1.4
TRFK Pacer Data and Digital Revolution ETF 1.1 60 -4 4.0 -4.0
IDLV Invesco S&P International Developed Low Volatility ETF 1.1 25 31 6.2 -1.8
DFAI Dimensional International Core Equity Market ETF 1.1 18 38 7.3 -0.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.1 25 31 7.2 -0.9
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 17 7.2 -0.8
IEFA iShares Core MSCI EAFE ETF 1.0 7 49 7.1 -0.9
EFA iShares MSCI EAFE ETF 1.0 35 21 6.9 -1.1
MXI iShares Global Materials ETF 1.0 41 15 7.0 -1.0
FNDF Schwab Fundamental International Large Co. Index ETF 1.0 25 31 9.9 +1.8
TPIF Timothy Plan International ETF 1.0 62 -6 6.8 -1.2
SCZ iShares MSCI EAFE Small-Cap ETF 1.0 40 16 6.6 -1.4
IVLU iShares MSCI Intl Value Factor ETF 1.0 30 26 11.4 +3.4
HAP VanEck Natural Resources ETF 1.0 50 6 10.0 +2.0
BLES Inspire Global Hope ETF 1.0 61 -5 6.4 -1.6
IQSI IQ Candriam International Equity ETF 1.0 15 41 6.6 -1.4
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 26 6.2 -1.8
JHMD John Hancock Multifactor Developed International ETF 0.9 39 17 7.8 -0.3
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 52 7.1 -0.9
CIL VictoryShares International Volatility Wtd ETF 0.9 45 11 7.0 -1.0
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.9 51 5 7.1 -0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 32 8.7 +0.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.9 20 36 6.5 -1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.9 39 17 7.5 -0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 22 5.9 -2.1
SCHF Schwab International Equity ETF 0.9 6 50 7.5 -0.5
VEA Vanguard FTSE Developed Markets ETF 0.9 5 51 7.3 -0.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.9 45 11 5.7 -2.3
DWM WisdomTree International Equity Fund 0.9 48 8 8.0 -0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.9 30 26 8.0 -0.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.8 40 16 7.9 -0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.8 20 36 6.9 -1.1
TEMP JPMorgan Climate Change Solutions ETF 0.8 49 7 5.5 -2.5
ISCF iShares International SmallCap Equity Factor ETF 0.8 23 33 9.1 +1.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 36 7.0 -1.0
AVDV Avantis International Small Cap Value ETF 0.8 36 20 8.1 +0.1
AVSD Avantis Responsible International Equity ETF 0.8 23 33 7.1 -0.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 7 49 6.7 -1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.8 36 20 6.6 -1.4
AVDE Avantis International Equity ETF 0.8 23 33 8.1 +0.0
AVIV Avantis International Large Cap Value ETF 0.8 25 31 9.0 +0.9
IQIN IQ 500 International ETF 0.8 25 31 9.2 +1.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.7 83 -27 10.0 +1.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.7 37 19 8.9 +0.9
TTAI FCF International Quality ETF 0.7 59 -3 5.6 -2.4
DIHP Dimensional International High Profitability ETF 0.7 29 27 7.6 -0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 36 7.1 -1.0
BKIE BNY Mellon International Equity ETF 0.7 4 52 7.1 -0.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 47 8.1 +0.1
VSGX Vanguard ESG International Stock ETF 0.7 12 44 6.8 -1.3
XT iShares Exponential Technologies ETF 0.7 46 10 4.8 -3.2
FDEV Fidelity International Multifactor ETF 0.7 18 38 7.8 -0.2
KNCT Invesco Next Gen Connectivity ETF 0.7 40 16 5.6 -2.4
STXI Strive International Developed Markets ETF 0.7 29 27 6.9 -1.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 53 7.2 -0.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 31 7.2 -0.8
IXUS iShares Core MSCI Total International Stock ETF 0.6 7 49 7.2 -0.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 22 7.0 -1.1
VXUS Vanguard Total International Stock ETF 0.6 7 49 7.2 -0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 44 4.8 -3.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.6 39 17 7.4 -0.6
DGT SPDR Global Dow ETF 0.6 50 6 6.8 -1.2
WRND IQ Global Equity R&D Leaders ETF 0.6 18 38 7.5 -0.5
DFIV Dimensional International Value ETF 0.6 27 29 10.0 +2.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -24 9.1 +1.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.6 30 26 6.3 -1.7
DOL WisdomTree International LargeCap Dividend Fund 0.6 48 8 7.9 -0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 25 6.7 -1.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 21 6.6 -1.4
FIVA Fidelity International Value Factor ETF 0.5 18 38 10.2 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -9 0.2 -7.8
GCOW Pacer Global Cash Cows Dividend ETF 0.5 60 -4 12.5 +4.5
QINT American Century Quality Diversified International ETF 0.5 39 17 7.7 -0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -14 3.5 -4.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 8 48 7.3 -0.8
EXI iShares Global Industrials ETF 0.5 42 14 4.5 -3.5
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 26 6.9 -1.1
DWX SPDR S&P International Dividend ETF 0.5 45 11 6.5 -1.6
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 -3 7.4 -0.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 38 7.0 -1.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 7 7.0 -1.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 15 7.4 -0.6
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 17 11.0 +3.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 27 8.6 +0.6
CLNR IQ Cleaner Transport ETF 0.4 45 11 6.8 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 26 5.9 -2.1
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -9 6.5 -1.5
GWX SPDR S&P International Small Cap ETF 0.4 40 16 6.5 -1.5
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 -2 8.8 +0.8
BULD Pacer BlueStar Engineering the Future ETF 0.4 60 -4 1.7 -6.3
JXI iShares Global Utilities ETF 0.4 43 13 5.9 -2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 31 5.6 -2.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 36 6.3 -1.7
IFGL iShares International Developed Real Estate ETF 0.3 48 8 6.9 -1.1
GLOF iShares Global Equity Factor ETF 0.3 20 36 7.0 -1.0
DEW WisdomTree Global High Dividend Fund 0.3 58 -2 8.5 +0.5
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 16 10.1 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 14 5.1 -2.9
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.3 10 46 7.7 -0.4
EFG iShares MSCI EAFE Growth ETF 0.3 36 20 4.5 -3.5
IPAV Global X Infrastructure Development ex-U.S. ETF 0.3 55 1 9.7 +1.7
IGRO iShares International Dividend Growth ETF 0.3 15 41 7.5 -0.5
TOK iShares MSCI Kokusai ETF 0.3 26 30 5.0 -3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -12 4.0 -4.0
URTH iShares MSCI World ETF 0.2 24 32 5.2 -2.8
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 44 8.3 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 47 5.4 -2.7
IXC iShares Global Energy ETF 0.2 44 12 8.7 +0.7
VT Vanguard Total World Stock ETF 0.2 7 49 5.5 -2.5
FILL iShares MSCI Global Energy Producers ETF 0.2 39 17 9.6 +1.6
ACWI iShares MSCI ACWI ETF 0.2 32 24 5.3 -2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 47 5.2 -2.8
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -33 4.9 -3.1
IXG iShares Global Financials ETF 0.2 42 14 6.2 -1.8
IXP iShares Global Comm Services ETF 0.2 42 14 5.1 -3.0
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 31 5.9 -2.1
IXN iShares Global Tech ETF 0.2 41 15 4.5 -3.5
KXI iShares Global Consumer Staples ETF 0.2 41 15 5.7 -2.3
ERET iShares Environmentally Aware Real Estate ETF 0.1 30 26 6.5 -1.6
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 6 6.1 -1.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 17 12.8 +4.8
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 41 6.4 -1.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.1 24 32 7.1 -0.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -24 10.8 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 36 5.2 -2.9
JIG JPMorgan International Growth ETF 0.0 55 1 4.6 -3.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares MSCI Finland ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.4 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 8.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 CATEGORY
AVERAGE		 1.60
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.