DFA US Large Company Portfolio
DFA US Large Company Portfolio Fundamental Analysis
DFA US Large Company Portfolio (DFUSX) shows moderate financial fundamentals with a PE ratio of 0.00, profit margin of 84.27%, and ROE of 2.36%. 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 59.2/100 based on profitability, valuation, growth, and balance sheet metrics. The C grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze DFUSX's fundamental strength across five key dimensions:
Efficiency Score
WeakDFUSX struggles to generate sufficient returns from assets.
Valuation Score
ExcellentDFUSX trades at attractive valuation levels.
Growth Score
WeakDFUSX faces weak or negative growth trends.
Financial Health Score
ExcellentDFUSX maintains a strong and stable balance sheet.
Profitability Score
ModerateDFUSX maintains healthy but balanced margins.
Key Financial Metrics
Is DFUSX Expensive or Cheap?
P/E Ratio
DFUSX trades at 0.00 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, DFUSX's PEG of 0.00 indicates potential undervaluation.
Price to Book
The market values DFA US Large Company Portfolio at 0.00 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 938.40 times EBITDA. This signals the market has high growth expectations.
How Well Does DFUSX Make Money?
Net Profit Margin
For every $100 in sales, DFA US Large Company Portfolio keeps $84.27 as profit after all expenses.
Operating Margin
Core operations generate 74.75 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $2.36 in profit for every $100 of shareholder equity.
ROA
DFA US Large Company Portfolio generates $2.27 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
FCF Per Share
Each share generates $0.00 in free cash annually.
FCF Yield
DFUSX converts 0.00% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
0.00
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.00
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.00
vs 25 benchmark
P/S Ratio
Price to sales ratio
89.22
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.002
vs 25 benchmark
Current Ratio
Current assets to current liabilities
9.27
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.02
vs 25 benchmark
ROA
Return on assets percentage
0.02
vs 25 benchmark
ROCE
Return on capital employed
0.02
vs 25 benchmark
How DFUSX Stacks Against Its Sector Peers
| Metric | DFUSX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 0.00 | 23.90 | Better (Cheaper) |
| ROE | 2.36% | 27.00% | Weak |
| Net Margin | 84.27% | -30345.00% (disorted) | Strong |
| Debt/Equity | 0.00 | 0.76 | Strong (Low Leverage) |
| Current Ratio | 9.27 | 27.92 | Strong Liquidity |
| ROA | 2.27% | 967.00% | Weak |
DFUSX outperforms its industry in 4 out of 6 key metrics, particularly excelling in Net Margin, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews DFA US Large Company Portfolio'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: Blend, Diversified, Stable
EPS CAGR
N/A
Industry Style: Blend, Diversified, Stable
FCF CAGR
N/A
Industry Style: Blend, Diversified, Stable