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Fidelity Income Fund - Fidelity Simplicity RMD 2015 Fund FURIX

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59.77 USD 0.00 (+0.00%)

At closeAug 24, 2020, 8:00 PM EDT

59.77 Day range 59.77
59.77 52-week range 59.77

Valuation

P/E 4.5×
FY 2014: 665×FY 2015: 554×FY 2016: 626×FY 2017: 375×FY 2018: 329×FY 2019: 529×FY 2020: 3.7×FY 2021: 2.4×FY 2022: 3.5×FY 2023: 4.5×
FY 2014 5y median 3.7× FY 2023
P/S 0.3×
FY 2014: 36.8×FY 2015: 47.6×FY 2016: 54.3×FY 2017: 41.3×FY 2018: 31.4×FY 2019: 37.4×FY 2020: 0.4×FY 2021: 0.3×FY 2022: 0.3×FY 2023: 0.3×
FY 2014 5y median 0.3× FY 2023
P/B 0.5×
FY 2014: 70.3×FY 2015: 68.3×FY 2016: 68.5×FY 2017: 58.1×FY 2018: 51.9×FY 2019: 56.7×FY 2020: 0.5×FY 2021: 0.4×FY 2022: 0.5×FY 2023: 0.5×
FY 2014 5y median 0.5× FY 2023
P/FCF 25.0×
FY 2014: 760×FY 2015: 325×FY 2016: 559×FY 2017: 32302×FY 2018: -642×FY 2019: 286×FY 2020: 2.3×FY 2021: 21.8×FY 2022: 3.8×FY 2023: 25.0×
FY 2014 5y median 21.8× FY 2023
EV/EBITDA 3.2×
FY 2014: 415×FY 2015: 334×FY 2016: 318×FY 2017: 241×FY 2018: 222×FY 2019: 324×FY 2020: 1.9×FY 2021: 1.6×FY 2022: 2.3×FY 2023: 3.2×
FY 2014 5y median 2.3× FY 2023
EV/Sales 0.3×
FY 2014: 36.7×FY 2015: 47.4×FY 2016: 54.1×FY 2017: 41.2×FY 2018: 31.3×FY 2019: 37.3×FY 2020: 0.3×FY 2021: 0.2×FY 2022: 0.3×FY 2023: 0.3×
FY 2014 5y median 0.3× FY 2023
FCF Yield 4.0%
FY 2014: 0.1%FY 2015: 0.3%FY 2016: 0.2%FY 2017: 0.0%FY 2018: -0.2%FY 2019: 0.3%FY 2020: 44.1%FY 2021: 4.6%FY 2022: 26.1%FY 2023: 4.0%
FY 2014 5y median 4.6% FY 2023

Profitability

Gross Margin 10.2%
FY 2014: 8.5%FY 2015: 12.9%FY 2016: 15.1%FY 2017: 15.4%FY 2018: 13.5%FY 2019: 10.3%FY 2020: 14.1%FY 2021: 14.7%FY 2022: 10.8%FY 2023: 10.2%
FY 2014 5y median 10.8% FY 2023
Operating Margin 7.8%
FY 2014: 6.0%FY 2015: 9.6%FY 2016: 11.2%FY 2017: 12.3%FY 2018: 10.8%FY 2019: 7.5%FY 2020: 11.3%FY 2021: 12.3%FY 2022: 8.6%FY 2023: 7.8%
FY 2014 5y median 8.6% FY 2023
Net Margin 6.8%
FY 2014: 5.5%FY 2015: 8.6%FY 2016: 8.7%FY 2017: 11.0%FY 2018: 9.5%FY 2019: 7.1%FY 2020: 9.6%FY 2021: 10.5%FY 2022: 8.0%FY 2023: 6.8%
FY 2014 5y median 8.0% FY 2023
ROE 10.8%
FY 2014: 10.6%FY 2015: 12.3%FY 2016: 10.9%FY 2017: 15.5%FY 2018: 15.8%FY 2019: 10.7%FY 2020: 13.5%FY 2021: 18.3%FY 2022: 14.1%FY 2023: 10.8%
FY 2014 5y median 13.5% FY 2023
ROIC 9.1%
FY 2014: 9.6%FY 2015: 11.9%FY 2016: 12.2%FY 2017: 15.8%FY 2018: 14.8%FY 2019: 9.0%FY 2020: 12.4%FY 2021: 16.3%FY 2022: 11.7%FY 2023: 9.1%
FY 2014 5y median 11.7% FY 2023
ROA 8.8%
FY 2014: 8.6%FY 2015: 10.5%FY 2016: 9.2%FY 2017: 13.2%FY 2018: 12.9%FY 2019: 9.1%FY 2020: 11.4%FY 2021: 15.0%FY 2022: 12.0%FY 2023: 8.8%
FY 2014 5y median 11.4% FY 2023

Growth (YoY)

Revenue -9.6%
FY 2014: 0.9%FY 2015: -22.5%FY 2016: -10.5%FY 2017: 18.2%FY 2018: 24.8%FY 2019: -10.1%FY 2020: -1.6%FY 2021: 40.5%FY 2022: 0.6%FY 2023: -9.6%
FY 2014 FY 2023
Operating Income -18.0%
FY 2014: 11.5%FY 2015: 24.9%FY 2016: 3.9%FY 2017: 29.5%FY 2018: 10.0%FY 2019: -37.4%FY 2020: 48.0%FY 2021: 52.7%FY 2022: -30.0%FY 2023: -18.0%
FY 2014 FY 2023
EPS (diluted) -22.5%
FY 2014: 15.3%FY 2015: 20.2%FY 2016: -9.6%FY 2017: 50.3%FY 2018: 7.9%FY 2019: -33.4%FY 2020: 32.9%FY 2021: 53.8%FY 2022: -23.9%FY 2023: -22.5%
FY 2014 FY 2023
Free Cash Flow -84.7%
FY 2014: -20.7%FY 2015: 134.1%FY 2016: -40.6%FY 2017: -98.4%FY 2018: -4866.7%FY 2019: 339.9%FY 2020: 19.3%FY 2021: -89.7%FY 2022: 532.7%FY 2023: -84.7%
FY 2014 FY 2023

Financial Health

Current Ratio 2.8×
FY 2014: 3.2×FY 2015: 3.3×FY 2016: 3.4×FY 2017: 2.7×FY 2018: 2.4×FY 2019: 3.0×FY 2020: 3.0×FY 2021: 3.0×FY 2022: 3.5×FY 2023: 2.8×
FY 2014 5y median 3.0× FY 2023
Quick Ratio 1.0×
FY 2014: 1.5×FY 2015: 2.3×FY 2016: 2.3×FY 2017: 1.3×FY 2018: 0.6×FY 2019: 1.2×FY 2020: 1.8×FY 2021: 1.2×FY 2022: 1.6×FY 2023: 1.0×
FY 2014 5y median 1.2× FY 2023
Debt / Equity 0.1×
FY 2014: 0.0×FY 2015: 0.0×FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.0×FY 2019: 0.0×FY 2020: 0.0×FY 2021: 0.0×FY 2022: 0.1×FY 2023: 0.1×
FY 2014 5y median 0.0× FY 2023
Net Debt / EBITDA 0.3×
FY 2014: -0.8×FY 2015: -1.1×FY 2016: -1.1×FY 2017: -0.5×FY 2018: -0.1×FY 2019: -0.3×FY 2020: -0.4×FY 2021: -0.0×FY 2022: -0.0×FY 2023: 0.3×
FY 2014 5y median -0.0× FY 2023
Interest Coverage 0.0×
FY 2014: 0.0×FY 2015: 0.0×FY 2016: 0.0×FY 2017: 0.0×FY 2018: 0.0×FY 2019: 0.0×FY 2020: 0.0×FY 2021: 0.0×FY 2022: 0.0×FY 2023: 0.0×
FY 2014 5y median 0.0× FY 2023

Dividends

Dividend Yield 21.6%
FY 2014: 0.2%FY 2015: 0.1%FY 2016: 0.1%FY 2017: 0.2%FY 2018: 0.9%FY 2019: 0.2%FY 2020: 17.8%FY 2021: 21.0%FY 2022: 27.0%FY 2023: 21.6%
FY 2014 5y median 21.0% FY 2023
Payout Ratio 97.9%
FY 2014: 104.6%FY 2015: 72.6%FY 2016: 80.1%FY 2017: 64.0%FY 2018: 299.1%FY 2019: 118.6%FY 2020: 66.6%FY 2021: 50.5%FY 2022: 94.6%FY 2023: 97.9%
FY 2014 5y median 94.6% FY 2023

Annual · latest fiscal year ends 2023-12-31