To Open the Fundamental Data window click on File - New - Fundamental Data or use the Main Toolbar shown below. Here you can see all the fundamental information on a selected stock. To learn more about each section click on the Fundamental screen below or scroll down.
To watch a demo on how to use the News and Fundamental Pages, click the Play button below:
Name - The company name. Generally, this is the name of the company as specified in the company's charter. However, some companies are better recognized and accessed in the Market Guide database by using their popular names or acronyms, such as AT&T INC.
Exchange - The marketplace in which shares, options and futures on stocks, bonds, commodities and indices are traded. Principal US stock exchanges are: New York Stock Exchange (NYSE), American Stock Exchange (AMEX) and the National Association of Securities Dealers (NASDAQ).
Industry - An industry is the category describing a company's primary business activity. The largest portion of revenue usually determines this category. To screen for companies in a particular industry, select the industry from the drop down menu.
Sector - A market sector is an accumulation of industrial groups with similar macro business characteristics.
Market Capitalization - Represents the total value of a company or stock. Market Capitalization is calculated by multiplying the number of outstanding shares by their current price per share.
52 Week High - This is the stock's highest closing price during the past 52 weeks.
52 Week Low - This is the stock's lowest closing price during the past 52 weeks.
Average 20 day volume - This shows what the average volume is over the past 20 trading days.
Earnings
- EPS Current Quarter - The actual Earnings Per Share (EPS) reported from continuing operations for the current fiscal quarter.
- EPS Estimate Next Quarter - The consensus Earnings Per Share (EPS) estimate for the next fiscal quarter.
- EPS Fiscal Year - The consensus Earnings Per Share (EPS) estimate for the most recently completed fiscal year.
- EPS Estimate Next Year - The consensus Earnings Per Share (EPS) estimate for the next fiscal year.
- Price/Earnings P/E Ratio - The PE ratio is figured by dividing the price of a stock by the company earnings per share. An example would be a stock selling at $40, with earnings at $4 per share for the previous year, has a PE ratio of 10 (40/4 = 10).
- Annual Dividend - Distribution of a portion of a company's earnings, cash flow or capital to shareholders, in cash or additional stock on an annual basis.
- Recommendation Within Industry -
Valuation
- Price to Book Value - Shows the relationship of stock price to the company's net worth. A ratio of 4 means that the stock price is 4 times (or 400% of) the book value. Usually, the higher this ratio, the greater the risk.
- Price to Sales - Price to Sales is calculated by dividing the current price per share by the sales per share.
- Price to Cash Flow - Price to cash flow is calculated by dividing the stock's current price per share by the cash flow per share.
- Book Value $ Per Share - The Book Value Per Share is defined as the Book Value in U.S. Dollars divided by the Shares Outstanding as of the end of that period.
- Total Revenue for Fiscal Year -
- Net Income for Fiscal Year - The income after taxes but before payout of preferred and common dividends for the fiscal year for a given corporation.
- % Increase Over Last Year -
Fundamental
- Shares Outstanding (millions) -
- PEG Ratio - The PEG ratio is a common valuation ratio calculated by dividing the F1 P/E ratio by the long-term growth consensus estimate. A low PEG ratio may indicate that a stock is undervalued.
- Assets Recent Quarter - The total value of assets that a company manages for itself and its customers pertaining to the most recent quarter.
- Liabilities Recent Quarter -
- Number of Employees - The number of employees or contractors employed.
- Short Ratio 1 Month Ago - The short ratio (or short interest ratio) is the number of shares outstanding of a publicly traded company that are sold short, divided by the average daily volume.
- Short Ratio Number of Days to Cover -
- Beta - Beta is a measure of a company's common stock price volatility relative to the market. The Market Guide Beta is the slope of the 60-month regression line of the percentage price change of the stock relative to the percentage price change of the S&P 500. Beta values are not calculated if less than 24 months of pricing is available.
Management Effectiveness
- Quick Ratio - Cash and equivalents plus receivables divided by current liabilities (i.e., debt) for a given corporation.
- Current Ratio - The Current Ratio is Total Current Assets divided by Total Current Liabilities. This item is not available for Banks, Insurance companies and other companies that do not differentiate between current and long term assets and liabilities.
- Debt to Equity - This is a measure of a company's financial leverage. It compares assets provided by creditors to assets provided by shareholders. It is calculated by dividing its total liabilities (long-term debt) by stockholders' equity. It indicates what proportion of debt and equity the company is using to finance its assets.
- Payout Ratio - A ratio of a taxable payment, usually in the form of a cash dividend paid out to the company shareholders.
- Return on Equity - The Return on Equity is a measure of a company's profitability that shows how much profit a company has generated with the money that shareholders have invested.
- Return on Assets - A Company's Net Income divided by its Total Assets.
- Return on Investment - The income that investments provide in a year.
- Pre-Tax Margin - Total Profit before taxes divided by total Sales.
This shows the consensus recommendations ranging from 12 weeks ago to present day as a chart.
This shows the EPS Quarterly (reported) as a chart.
This shows the Change Relative to the S&P500 as a chart.
Total Revenue vs Net Income (annual)
This is the total revenue vs the net income (annual) shown as a pie chart.
