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This valuation method assumes that the stock valuation will revert to its historical (10-Year) median in terms of PS Ratio. The reason we use PS Ratio instead of PE Ratio or PB Ratio is because PS Ratio is independent of profit margin, and can be applied to a broader range of situations.
TSX:UDA.UN's Price-to-Median-PS-Value is not ranked *
in the Asset Management industry.
Industry Median: 1.03 * Ranked among companies with meaningful Price-to-Median-PS-Value only.
Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN) Median PS Value Explanation
This valuation method assumes that the stock valuation will revert to its historical (10-Year) mean in terms of PS Ratio. The reason we use PS Ratio instead of PE Ratio or PB Ratio
is because PS Ratio is independent of profit margin, and can be applied to a broader range of situations.
It also assumes that over time the profit margin is constant. If a company increases its profit margin to a sustainable level, this value might under-estimate its value. If it has permanent declined profit margins, this may over-estimate the company's value.
Caldwell U.S. Dividend Advantage Fund's Price to Median PS Value for today is calculated as
Price to Median PS Value
=
Share Price
/
Median PS Value
=
9.85
/
0.00
=
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caldwell U.S. Dividend Advantage Fund Median PS Value Related Terms
Caldwell U.S. Dividend Advantage Fund Median PS Value Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caldwell U.S. Dividend Advantage Fund Median PS Value Chart
For the Asset Management subindustry, Caldwell U.S. Dividend Advantage Fund's Price-to-Median-PS-Value, along with its competitors' market caps and Price-to-Median-PS-Value data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Caldwell U.S. Dividend Advantage Fund Price-to-Median-PS-Value vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caldwell U.S. Dividend Advantage Fund's Price-to-Median-PS-Value distribution charts can be found below:
* The bar in red indicates where Caldwell U.S. Dividend Advantage Fund's Price-to-Median-PS-Value falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN) has a Median PS Value of C$0.00 as of Aug. 24, 2026. Median price-sales value is the stock value based on a company's 10-year median price-sales ratio, View historical data on Caldwell U.S. Dividend Advantage Fund and its competitors.
Is Caldwell U.S. Dividend Advantage Fund's Median PS Value too high?
Caldwell U.S. Dividend Advantage Fund's current Median PS Value is C$0.00.
How does Caldwell U.S. Dividend Advantage Fund's Median PS Value compare to GROW?
Caldwell U.S. Dividend Advantage Fund's Median PS Value of C$0.00 can be compared against companies in the Asset Management industry. The industry median Median PS Value is 1.03. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Median PS Value for an Asset Management company?
The median Median PS Value among Asset Management companies is 1.03, based on 302 companies in the industry. Companies in the top quartile (top 25%) have a Median PS Value significantly above this median, while those in the bottom quartile fall well below. However, Median PS Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Median PS Value mean?
A high Median PS Value can signal that a stock is expensive relative to its fundamentals. Median price-sales value is the stock value based on a company's 10-year median price-sales ratio, View historical data on Caldwell U.S. Dividend Advantage Fund and its competitors. For the Asset Management industry, the median Median PS Value is 1.03 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caldwell U.S. Dividend Advantage Fund's current Median PS Value is C$0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caldwell U.S. Dividend Advantage Fund stock overvalued right now?
Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN) has a current Median PS Value of C$0.00. The current Median PS Value is C$0.00. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Median PS Value calculated?
Median PS Value is calculated from a company's financial statements. For Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN), the current Median PS Value is C$0.00 as of Aug. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Caldwell U.S. Dividend Advantage Fund is an open-ended mutual fund trust. It provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private family accounts.
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