Baron Real Estate Income Fund Institutional Shares
Baron Real Estate Income Fund Institutional Shares Fundamental Analysis
Baron Real Estate Income Fund Institutional Shares (BRIIX) shows weak financial fundamentals with a PE ratio of 33.23, profit margin of N/A, and ROE of N/A. The company generates N/A in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 0.0/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.
Fundamental Health Score
We analyze BRIIX's fundamental strength across five key dimensions:
Efficiency Score
WeakBRIIX struggles to generate sufficient returns from assets.
Valuation Score
WeakBRIIX trades at a premium to fair value.
Growth Score
ModerateBRIIX shows steady but slowing expansion.
Financial Health Score
WeakBRIIX carries high financial risk with limited liquidity.
Profitability Score
WeakBRIIX struggles to sustain strong margins.
Key Financial Metrics
Is BRIIX Expensive or Cheap?
P/E Ratio
BRIIX trades at 33.23 times earnings. This suggests a premium valuation.
How Well Does BRIIX Make Money?
No data available.
Following the Money - Real Cash Generation
No data available.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
N/A
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
N/A
vs 25 benchmark
P/B Ratio
Price to book value ratio
N/A
vs 25 benchmark
P/S Ratio
Price to sales ratio
N/A
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
N/A
vs 25 benchmark
Current Ratio
Current assets to current liabilities
N/A
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
N/A
vs 25 benchmark
ROA
Return on assets percentage
N/A
vs 25 benchmark
ROCE
Return on capital employed
N/A
vs 25 benchmark
How BRIIX Stacks Against Its Sector Peers
| Metric | BRIIX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | N/A | 22.46 | N/A |
| ROE | N/A | 681.00% | N/A |
| Net Margin | N/A | -37308.00% (disorted) | N/A |
| Debt/Equity | N/A | -20.87 (disorted) | N/A |
| Current Ratio | N/A | 1953.63 | N/A |
| ROA | N/A | -1226.00% (disorted) | N/A |
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Baron Real Estate Income Fund Institutional Shares's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
N/A
Industry Style: Income, Inflation Hedge, REIT
EPS CAGR
N/A
Industry Style: Income, Inflation Hedge, REIT
FCF CAGR
N/A
Industry Style: Income, Inflation Hedge, REIT