Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund
Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund Fundamental Analysis
Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund (FURIX) shows weak financial fundamentals with a PE ratio of 469.59, profit margin of 6.81%, and ROE of 10.87%. 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 57.5/100 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 FURIX's fundamental strength across five key dimensions:
Efficiency Score
WeakFURIX struggles to generate sufficient returns from assets.
Valuation Score
ModerateFURIX shows balanced valuation metrics.
Growth Score
WeakFURIX faces weak or negative growth trends.
Financial Health Score
ExcellentFURIX maintains a strong and stable balance sheet.
Profitability Score
WeakFURIX struggles to sustain strong margins.
Key Financial Metrics
Is FURIX Expensive or Cheap?
P/E Ratio
FURIX trades at 469.59 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, FURIX's PEG of 0.15 indicates potential undervaluation.
Price to Book
The market values Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund at 50.87 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at -0.35 times EBITDA. This is generally considered low.
How Well Does FURIX Make Money?
Net Profit Margin
For every $100 in sales, Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund keeps $6.81 as profit after all expenses.
Operating Margin
Core operations generate 7.77 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $10.87 in profit for every $100 of shareholder equity.
ROA
Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund generates $8.78 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
FCF Per Share
Each share generates $0.74 in free cash annually.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
469.59
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.15
vs 25 benchmark
P/B Ratio
Price to book value ratio
50.87
vs 25 benchmark
P/S Ratio
Price to sales ratio
0.00
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.11
vs 25 benchmark
Current Ratio
Current assets to current liabilities
2.76
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.11
vs 25 benchmark
ROA
Return on assets percentage
0.09
vs 25 benchmark
ROCE
Return on capital employed
0.12
vs 25 benchmark
How FURIX Stacks Against Its Sector Peers
| Metric | FURIX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 469.59 | 18.52 | Worse (Expensive) |
| ROE | 10.87% | 814.00% | Weak |
| Net Margin | 6.81% | 2191.00% | Weak |
| Debt/Equity | 0.11 | 0.87 | Strong (Low Leverage) |
| Current Ratio | 2.76 | 703.80 | Strong Liquidity |
| ROA | 8.78% | -24412.00% (disorted) | Weak |
FURIX outperforms its industry in 2 out of 6 key metrics, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund'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: Value, Dividend, Cyclical
EPS CAGR
N/A
Industry Style: Value, Dividend, Cyclical
FCF CAGR
N/A
Industry Style: Value, Dividend, Cyclical