Stock Rover Metric ID Number & Definition

1: Price / Earnings
A valuation ratio of a company's current share price compared to its per-share earnings over the past 12 months. This is also known as a stock's multiple, P/E or PE ratio. In general, a high P/E suggests that investors are expecting higher earnings growth in the future compared to companies with a lower P/E. Unit: Ratio
2: Price / Sales
Price to Sales is calculated by dividing a stock's current price by its revenue per share for the trailing 12 months. This is also known as P/S or PS. It doesn't take any expenses or debt into account but is particularly useful for comparing stocks with negative earnings. Unit: Ratio
3: Price / Book
Compares a stock's market value to the value of total assets less total liabilities (book value). This is also known as P/B or PB. A low P/B ratio could mean that the stock is undervalued. However, it could also mean that something is fundamentally wrong with the company. Unit: Ratio
4: Price / Cash Flow
Price to Cash Flow Ratio or PCF is an alternative to Price / Earnings. The argument for using cash flow over earnings is that the former is not easily manipulated, while earnings are affected by depreciation and other non-cash factors. Unit: Ratio
5: Price / Free Cash Flow
Price to Free Cash Flow is a valuation metric that compares a company's market price to its level of annual free cash flow. This is similar to the valuation measure of price-to-cash flow but uses the stricter measure of free cash flow, which reduces operating cash flow by capital expenditures. This is done as companies need to maintain or expand their asset bases (capital expenditure) to either continue growing or maintain the current levels of free cash flow. Unit: Ratio
6: Earnings Yield
The earnings per share for the most recent 12-month period divided by the current market price per share. This is the inverse of the Price to Earnings (PE or P/E ratio). Unit: Percentage
7: Sales Yield
Sales per share for the trailing 12 months divided by the current stock price. This is the inverse of the Price to Sales (PS) value. Unit: Percentage
8: Book Yield
Book value, or Equity, for the recentmost quarterly report divided by the current stock price. This is the inverse of the Price to Book (PB or P/B) value. Units: Percentage
9: Cash Flow Yield
Cash Flow per share for the trailing 12-months divided by the current stock price. This is the inverse of the the Price to Cash Flow (PCF) value. Unit: Percentage
10: Free Cash Flow Yield
Free Cash Flow per share for the trailing 12-months divided by the current stock price. This is the inverse of the Price to Free Cash Flow (PFCF) value. Unit: Percentage
11: EPS Diluted
The trailing twelve month Diluted Earnings per Share, or Diluted EPS is calculated as Net Income divided by the diluted average number of shares. The diluted number of shares assumes the exercising of all stock options, warrents and convertible securities. It yields a lower, more conservative EPS value than basic EPS. A big discrepancy between basic EPS and Diluted EPS values can indicate high potential for dilution, not considered to be a good thing. Unit: Dollars
12: Shares
The total number of outstanding shares that a company has in millions. Unit: Number
13: Sales
The total sales (or revenue) over the past 12 months. Units: Millions of Dollars
14: Cost of Sales
The total production costs required for sales of a company, calculated as the cost of the beginning inventory plus the cost of goods purchased minus the ending inventory. Unit: Millions of Dollars
15: EBITDA
Earnings before interest, taxes, depreciation, and amortization is essentially net income with these things added back to it. It is used to analyze and compare profitability without the effects of finance and accounting decisions. Unit: Millions of Dollars
16: Operating Income
Earnings before deduction of interest payments and income taxes. Also known as EBIT (earnings before interest and taxes). Unit: Millions of Dollars
17: Research
The amount of money spent on research. Unit: Millions of Dollars
18: Interest Expense
The cost of interest on debt. Unit: Millions of Dollars
19: Income Before Tax
The total income of a company before its income tax is subtracted. Unit: Millions of Dollars
20: Income After Tax
The income of a company after its income tax has been paid. Unit: Millions of Dollars
21: Net Income
The income or profit of a company after all costs, expenses and taxes have been subtracted from Sales. Unit: Millions of Dollars
22: Income Before Extraordinary
Income after taxes for continuing operations only and before extraordinary or infrequent costs are accounted. Extraordinary items are those that are not standard in a company's usual expense report, such as lawsuits or natural disasters. Unit: Millions of Dollars
23: Cash Flow
The measure of cash into or out of the company, similar to Net Income but less easily manipulated and without the affects of depreciation and other non-cash charges. Units: Millions of Dollars
24: Cap Ex
Capital expenditure, or capex is the price of upgrading or buying existing or new long-lived assets. Unit: Millions of Dollars
25: Stock Proceeds
Proceeds from the issuance of stock. Negative values mean the company spent more money buying back stock than it collected from any sales during the period. Unit: Millions of Dollars
26: Dividends
The cost of payments made by this company to its common shareholders, preferred shareholders, and Noncontrolling interests. Unit: Millions of Dollars
27: Total Assets
The sum of current and long-term assets owned by this company. Unit: Millions of Dollars
28: Total Liabilities
The sum of this company's liabilities and long-term debt. Unit: Millions of Dollars
29: Equity
Total assets minus total liabilities, preferred stock and intangibles (such as goodwill). Equity is commonly used as an indicator of the company's net worth or book value. Unit: Millions of Dollars
30: Long Term Debt
The sum of all a company's loans or financial obligations lasting more than one year. Unit: Millions of Dollars
31: Intangibles
The sum of non-monetary assets, such as goodwill, client lists, and brand names. Unit: Millions of Dollars
32: Cash
The total of cash and short-term investments. Unit: Millions of Dollars
33: Inventory
The estimated value of all unsold inventory. Unit: Millions of Dollars
34: Receivables
The value of all payments due to the company for goods sold. Unit: Millions of Dollars
35: Debt / Equity
Debt/Equity is sometimes called D/E, Financial Leverage, or Gearing and it is the ratio of Total Debt to Equity. A high ratio indicates a risky business and a low ratio makes a buyout more likely. Unit: Ratio
36: Gross Margin
A company's total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. Units: Percentage
37: EBITDA Margin
A company's total sales revenue minus expenses (excluding interest, taxes, depreciation and amortization), as a percent of sales. Unit: Percentage
38: Operating Margin
A company's operating income as a percent of net sales. This measures a company's pricing strategy and operating efficiency; the higher the margin, the better. Unit: Percentage
39: Net Margin
A company's net income as a percent of sales. The higher the percentage the more money the company earns per dollar of sales. Unit: Percentage
40: Target Price
A user-defined price at which you think the stock is fully valued. Unit: Dollars
41: Buy Price
The price at which you purchased the stock. This allows you track the gains in your portfolio. Unit: Dollars
44: Buy Date
The date on which you bought the stock in your portfolio. Unit: Calendar Date
46: Basis
The price at which the investment was purchased, calculated as Buy Price times Quantity. Units: Dollars
47: Value
The current value of the investment, calculated as Price times Quantity. This is sometimes known as Market Value or Position Value. Unit: Dollars
48: Gain ($)
The price appreciation of the investment in dollars, calculated as Value minus Basis. Unit: Dollars
49: Gain (%)
The price appreciation percentage of the investment, calculated by dividing Gain ($) by the average daily starting value. Inflows may cause this daily starting value to change over the reporting period. Unit: Percentage
50: Price
The last trade price of the stock. Depending on the time of day this is either the intraday price or the last close price. Unit: Dollars
51: Quantity
The number of shares owned. Unit: Number
52: EPS 5-Year Avg (%)
The compound average change in Earnings Per Share (EPS) over the last 5 years. EPS is calculated as net income less dividends paid on preferred stock divided by the average number of outstanding shares. Unit: Percentage
53: EPS 3-Year Avg (%)
The compound average change in Earnings Per Share (EPS) over the last 3 years. EPS is calculated as net income less dividends paid on preferred stock divided by the average number of outstanding shares. Unit: Percentage
54: EPS 1-Year Chg (%)
The change in Earnings Per Share (EPS) over the last 12 months. EPS is calculated as net income less dividends paid on preferred stock divided by the average number of outstanding shares. Unit: Percentage
55: Sales 1-Year Chg (%)
TBD
56: Sales 3-Year Avg (%)
The compound average change in sales over the past 3 years. Unit: Percentage
57: Sales 5-Year Avg (%)
The compound average change in sales over the past 5 years. Unit: Percentage
58: Operating Income 5-Year Avg (%)
The compound average change in operating income over the past 5 years. Unit: Percentage
59: Operating Income 3-Year Avg (%)
The compound average change in operating income over the past 3 years. Unit: Percentage
60: Operating Income 1-Year Chg (%)
The change in operating income over the past year as a percent. Unit: Percentage
61: Dividend 1-Year Chg (%)
The percentage difference between today's forward dividend yield and the actual dividends paid in the past year. Unit: Percentage
62: Dividend 3-Year Avg (%)
The compound average dividend growth for the last 3 years based on the percentage difference between today's forward dividend yield and the actual dividends paid 3 years ago. Unit: Percentage
63: Dividend 5-Year Avg (%)
The compound average dividend growth for the last 5 years based on the percentage difference between today's forward dividend yield and the actual dividends paid 5 years ago. Unit: Percentage
64: 5-Day Return
The total return over 5 days including dividend payments as if they were immediately re-invested. Unit: Percentage
65: 1-Month Return
The total return over 1 month including dividend payments as if they were immediately re-invested. Unit: Percentage
66: 3-Month Return
The total return over 3 months including dividend payments as if they were immediately re-invested. Unit: Percentage
67: 6-Month Return
The total return over 6 months including dividend payments as if they were immediately re-invested. Unit: Percentage
68: 1-Year Return
The total return over 1 year including dividend payments as if they were immediately re-invested. Unit: Percentage
69: 2-Year Return
The total return over 2 years including dividend payments as if they were immediately re-invested. Unit: Percentage
70: 3-Year Return
The total return over 3 years including dividend payments as if they were immediately re-invested. Unit: Percentage
71: 5-Year Return
The total return over 5 years including dividend payments as if they were immediately re-invested. Unit: Percentage
73: YTD Return
The total return over this calendar year including dividend payments as if they were immediately re-invested. Unit: Percentage
75: 1-Day Return
The change in price as a percent of the prior day's closing price. Unit: Percentage
77: Company
The full name of the company. Unit: Name
78: Industry
The industry in which the company operates. On average, there are 10 industries per Sector. Unit: Name
79: Sector
The broad business sector in which the company operates. Unit: Name
80: Market Cap ($M)
Market capitalization is a measurement of the size of a company, interpreted as the market's total valuation of the company, obtained by multiplying the number of shares outstanding by the current price per share. Unit: Millions of Dollars
81: Membership
Indicates each index which this stock belongs to, specifically the DOW, S&P 100, S&P 500, and Nasdaq 100 indices. Unit: Index Name
82: 50-day Avg Price
The average split-adjusted price over the last 50 trading days. Unit: Dollars
83: 200-day Avg Price
The average split-adjusted price over the last 200 trading days. Unit: Dollars
85: Relative Strength Index
Relative Strength Index (RSI) is a technical indicator that compares the magnitude of recent gains to recent losses over the past 14 trading days. A value of 70 is generally considered overbought, or a value of 30 oversold. Unit: Number
87: Money Flow Index
A technical measure of price and volume, or money flow over the past 14 trading days with a range from 0 to 100. A MFI value of 80 is generally considered overbought, or a value of 20 oversold. Unit: Number
96: SMA 20
The Simple Moving Average price over the last 20 days. Unit: Number
97: SMA 50
The Simple Moving Average price over the last 50 days. Unit: Number
98: SMA 200
The Simple Moving Average price over the last 200 days. Unit: Number
99: EMA 20
The Exponential Moving Average price over the last 20 days. Exponential Moving Averages give more weight to more recent data. Contrast that with Simple Moving Averages where all data is weighted the same. Unit: Number
100: EMA 50
The Exponential Moving Average price over the last 50 days. Exponential Moving Averages give more weight to more recent data. Contrast that with Simple Moving Averages where all data is weighted the same. Unit: Number
101: EMA 200
The Exponential Moving Average price over the last 200 days. Exponential Moving Averages give more weight to more recent data. Contrast that with Simple Moving Averages where all data is weighted the same. Unit: Number
117: 10-Day Return
The total return over 10 days including dividend payments as if they were immediately re-invested. Unit: Percentage
119: 10-Day $Volume (Avg)
The 10 day average dollar volume of the stock. Unit: Millions of Dollars
120: 10-Day Volume (Avg)
The 10 day average volume of the stock. Unit: Number
122: 10-Day Return vs Sector
The total return of the stock versus that of its sector over 10 days calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
123: 10-Day Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 10 days. Unit: Percentage
140: 1-Day Volume
TBD
141: 5-Day Volume (Avg)
The 5 day average volume of the stock. Unit: Number
142: 1-Month Volume (Avg)
The 1 month average volume of the stock. Unit: Number
143: 3-Month Volume (Avg)
The 3 month average volume of the stock. Unit: Number
144: 6-Month Volume (Avg)
The 6 month average volume of the stock. Unit: Number
145: 1-Year Volume (Avg)
The 1 year average volume of the stock. Unit: Number
146: 2-Year Volume (Avg)
The 2 year average volume of the stock. Unit: Number
147: 3-Year Volume (Avg)
The 3 year average volume of the stock. Unit: Number
148: 5-Year Volume (Avg)
The 5 year average volume of the stock. Unit: Number
149: 1-Day $Volume
The 1 day dollar volume of the stock. Unit: Millions of Dollars
150: 5-Day $Volume (Avg)
The 5 day average dollar volume of the stock. Unit: Millions of Dollars
151: 1-Month $Volume (Avg)
The 1 month average dollar volume of the stock. Unit: Millions of Dollars
152: 3-Month $Volume(Avg)
The 3 month average dollar volume of the stock. Unit: Millions of Dollars
153: 6-Month $Volume (Avg)
The 6 month average dollar volume of the stock. Unit: Millions of Dollars
154: 1-Year $Volume (Avg)
The 1 year average dollar volume of the stock. Unit: Millions of Dollars
155: 2-Year $Volume (Avg)
The 2 year average dollar volume of the stock. Unit: Millions of Dollars
156: 3-Year $Volume (Avg)
The 3 year average dollar volume of the stock. Unit: Millions of Dollars
157: 5-Year $Volume (Avg)
The 5 year average dollar volume of the stock. Unit: Millions of Dollars
158: 52-wk High
The stock's highest split-adjusted intraday price in the last 52-week period. Unit: Dollars
159: 52-wk Low
The stock's lowest split-adjusted intraday price in the last 52-week period. Unit: Dollars
169: Return
TBD
173: Cash Per Share
Cash per share is the sum of cash and short-term investments divided by the total number of shares. Unit: Dollars
174: Debt Per Share
Debt per share is long term debt divided by the total number of shares. Unit: Dollars
176: Quick Ratio
Quick ratio is also called acid-test or liquid ratio and it measures a company's ability to meet its short-term obligations with its most liquid assets. It is calculated as (Current Assets - Inventory) / Current Liabilities. As a rule of thumb, safe investments have a quick ratio above 1. Unit: Ratio
177: Current Ratio
A measures of the company's ability to pay short-term obligations, calculated as current assets divided by current liabilities. As a rule of thumb, safe investments have a current ratio above 2. Unit: Ratio
178: 10-Day Return vs Industry
The total return of the stock versus that of its industry over 10 days calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
179: Days Sales Outstanding
An efficiency measure showing the average number of days to collect revenue after a sale has been made. Unit: Number
180: Days Inventory
An efficiency measure estimating how many days it might take to sell the current inventory. This is effectively the number of days an item is held as inventory before it is sold. Unit: Number
181: Cash & Short-term %
The sum of cash and short term investments as a percent of total assets. Unit: Percentage
181: Cash & Short-term %
TBD
182: Receivables %
Receivables as a percent of current assets is an efficiency measure, the lower the better. Unit: Percentage
183: Inventory %
Inventory as a percent of current assets is an efficiency measure, the lower the better. Unit: Percentage
185: Net PP&E %
The percent of total assets that are either Property, Plant or Equipment. These assets are usually critical to the company's operations and not easily liquidated. Unit: Percentage
186: Intangibles %
Intangibles as a percent of total assets shows how great a portion of the company's value is in hard-to-value, non-physical assets. Unit: Percentage
189: Bollinger Percent 20
TBD
190: Bollinger Percent 50
The Bollinger Percent 50 is based on the Bollinger Bands 50 indicator. It shows where the price lies within the Bollinger Bands. The Bollinger Percent can assume negative values and values above 100 when prices are outside of the band. The value 100 means the price is at the Upper Bollinger Band, and 0 means the price is at the Lower Bollinger Band. Unit: Percentage
195: Payout Ratio
Dividend payout ratio is Dividend Per Share as a percent of Diluted Earnings Per Share and can be used to measure the chance of a dividend increase or cut. For example, a company with a small Payout Ratio has room to increase its dividend. Unit: Percentage
196: Cap Ex as a % of Sales
The trailing 12 month capital expenditures as a percent of sales. Unit: Percentage
197: Free Cash Flow as a % of Sales
The trailing 12 month free Cash Flow expenditures as a percent of sales. Unit: Percentage
198: Free Cash Flow as a % of Net Income
The trailing 12 month free Cash Flow as a percent of net income. Unit: Percentage
199: EPS Next-Year (Est.)
The average of analyst estimates of Earnings Per Share (EPS) for the next fiscal year. Unit: Dollars
203: 20-day Avg Price
TBD
204: 52-wk High Date
The date on which the stock hit its 52-week high. Unit: Calendar Date
205: 52-wk Low Date
The date on which the stock hit its 52-week low. Unit: Calendar Date
206: Price vs 52-wk Low (%)
The current price as a percent of the last 52-week low price. When this is below 100 a new 52-week low is being reached. Unit: Percentage
207: Price vs 52-wk High (%)
The current price as a percent of the last 52-week high price. When this is above 100 a new 52-week high is being reached. Unit: Percentage
208: Price vs 20-day Avg (%)
The current price as a percent of the 20-day average price. Unit: Percentage
209: Price vs 50-day Avg (%)
The current price as a percent of the 50-day average price. Unit: Percentage
210: Price vs 200-day Avg (%)
The current price as a percent of the 200-day average price. Unit: Percentage
211: Volume
The number of shares traded. Depending on the time of day, this will either show the intraday total or the prior day's total. Unit: Number
212: Enterprise Value ($M)
A measure of what the market believes a company's ongoing operations are worth, also called EV. This is calculated as market cap plus debt, minority interest and preferred shares, minus total cash and cash equivalents. Unit: Millions of Dollars
213: Employees
The number of direct employees. Unit: Number
217: Average Volume (3m)
TBD
218: Growth Industry Decile
TBD
219: Profitability Industry Decile
The 1-10 rank of a company's profitability versus that of its industry peers. Companies with the highest Return on Assets and Return on Equity values will have a rank of 1. Unit: Number
220: Financial Safety Industry Decile
The 1-10 rank of a company's financial safety versus that of its industry peers. Companies with the lowest Financial Leverage and lowest Debt to Equity Ratio will score a 1. Unit: Number
221: Growth Sector Decile
The 1-10 rank of a company's 3 year revenue growth versus that of its sector peers. Companies with the most growth will have a rank of 1. Unit: Number
222: Profitability Sector Decile
The 1-10 rank of a company's profitability versus that of its sector peers. Companies with the highest Return on Assets and Return on Equity values will have a rank of 1. Unit: Number
223: Financial Safety Sector Decile
The 1-10 rank of a company's financial safety versus that of its sector peers. Companies with the lowest Financial Leverage and lowest Debt to Equity Ratio will score a 1. Unit: Number
224: Return on Equity
A profitability measure calculated as net income as a percent of shareholders equity, also called ROE. A high ROE shows an effective use of investor's money but it does not account for any risks associated with high Financial Leverage. Unit: Percentage
225: Return on Assets
A profitability measure calculated as net income as percent of total assets, also called ROA. A high ROA shows an effective allocation of capital. Unit: Percentage
226: Return on Equity vs Industry
The company's return on equity minus the average of its industry. Unit: Percentage
227: Return on Assets vs Industry
The company's return on assets minus the average of its industry. Unit: Percentage
228: EBITDA Margin vs Industry
TBD
229: Gross Margin vs Industry
The company's gross margin minus the average of its industry. Unit: Percentage
230: Net Margin vs Industry
The company's net margin minus the average of its industry. Unit: Percentage
231: Operating Margin vs Industry
The company's operating margin minus the average of its industry. Unit: Percentage
232: Return on Equity vs Sector
The company's return on equity minus that of its sector. Unit: Percentage
233: Return on Assets vs Sector
TBD
234: 1-Day Return vs Industry
TBD
235: 1-Month Return vs Industry
The total return of the stock versus that of its industry over 1 month calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
236: 5-Day Return vs Industry
The total return of the stock versus that of its industry over 5 days calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
237: 1-Year Return vs Industry
The total return of the stock versus that of its industry over 1 year calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
238: 2-Year Return vs Industry
The total return of the stock versus that of its industry over 2 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
239: 3-Month Return vs Industry
The total return of the stock versus that of its industry over 3 months calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
240: 3-Year Return vs Industry
The total return of the stock versus that of its industry over 3 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
241: 5-Year Return vs Industry
The total return of the stock versus that of its industry over 5 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
242: 6-Month Return vs Industry
The total return of the stock versus that of its industry over 6 months calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
243: YTD Return vs Industry
The total return of the stock versus that of its industry since the year's start calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its industry. Unit: Percentage
244: 1-Day Return vs S&P 500
TBD
245: 1-Month Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 1 month. Unit: Percentage
246: 5-Day Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 5 days. Unit: Percentage
247: 1-Year Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 1 year. Unit: Percentage
248: 2-Year Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 2 years. Unit: Percentage
249: 3-Month Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 3 months. Unit: Percentage
250: 3-Year Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 3 years. Unit: Percentage
251: 5-Year Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 5 years. Unit: Percentage
252: 6-Month Return vs S&P 500
The total return of the stock minus that of the S&P 500 over 6 months. Unit: Percentage
253: YTD Return vs S&P 500
The total return of the stock minus that of the S&P 500 since the year's start. Unit: Percentage
254: 1-Day Return vs Sector
TBD
255: 1-Month Return vs Sector
The total return of the stock versus that of its sector over 1 month calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
256: 5-Day Return vs Sector
The total return of the stock versus that of its sector over 5 days calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
257: 1-Year Return vs Sector
The total return of the stock versus that of its sector over 1 year calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
258: 2-Year return vs Sector
The total return of the stock versus that of its sector over 2 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
259: 3-Month Return vs Sector
The total return of the stock versus that of its sector over 3 months calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
260: 3-Year Return vs Sector
The total return of the stock versus that of its sector over 3 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
261: 5-Year Return vs Sector
The total return of the stock versus that of its sector over 5 years calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
262: 6-Month Return vs Sector
The total return of the stock versus that of its sector over 6 months calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
263: YTD Return vs Sector
The total return of the stock versus that of its sector since the year's start calculated as the stock's return minus that of the market-cap-weighted average return of stocks in its sector. Unit: Percentage
264: Dividend Yield
The percentage of price per share a company pays out to its shareholders as dividends annually, calculated by dividing the forecasted 12 month dividend payout by the current price. Unit: Percentage
267: Price / Earnings Adjusted
The Price/Earnings ratio adjusted for the net cash (or debt) on the balance sheet, as if all cash were used to buyback stock and all debt were paid by issuing stock. Unit: Ratio
271: Price / Book Industry Decile
The decile rank of the company's Price/Book ratio among the Price/Book ratio of all companies in the same industry. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
272: Price / Cash Flow Industry Decile
The decile rank of the company's Price/Cash Flow ratio among the Price/Cash Flow ratio of all companies in the same industry. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
273: Price / Earnings Industry Decile
The decile rank of the company's Price/Earnings ratio among the Price/Earnings ratio of all companies in the same industry. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
274: Price / Free Cash Flow Industry Decile
The decile rank of the company's Price/Free Cash Flow ratio among the Price/Free Cash Flow ratio of all companies in the same industry. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
275: Price / Sales Industry Decile
The decile rank of the company's Price/Sales ratio among the Price/Sales ratio of all companies in the same industry. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
276: Dividend Yield Industry Decile
TBD
277: Price / Book Sector Decile
The decile rank of the company's Price/Book ratio among the Price/Book ratio of all companies in the same sector. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
278: Price / Cash Flow Sector Decile
The decile rank of the company's Price/Cash Flow ratio among the Price/Cash Flow ratio of all companies in the same sector. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
279: Price / Earnings Sector Decile
The decile rank of the company's Price/Earnings ratio among the Price/Earnings ratio of all companies in the same sector. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
280: Price / Free Cash Flow Sector Decile
The decile rank of the company's Price/Free Cash Flow ratio among the Price/Cash Flow ratio of all companies in the same sector. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
281: Price / Sales Sector Decile
The decile rank of the company's Price/Sales ratio among the Price/Sales ratio of all companies in the same sector. Companies that are cheapest by this valuation measure score a 1 and the most expensively ranked companies score a 10. Unit: Number
282: Dividend Yield Sector Decile
TBD
294: Growth Industry Grade
The A-F grade of a company's 3 year revenue growth versus that of its industry peers. Companies with the most growth will have a grade of A. Unit: Grade
295: Profitability Industry Grade
The A-F grade of a company's profitability versus that of its industry peers. Companies with the highest Return on Assets and Return on Equity values will have a grade of A. Unit: Grade
296: Financial Health Industry Grade
TBD
297: Growth Sector Grade
The A-F grade of a company's 3 year revenue growth versus that of its sector peers. Companies with the most growth will have a grade of A. Unit: Grade
298: Profitability Sector Grade
The A-F grade of a company's profitability versus that of its sector peers. Companies with the highest Return on Assets and Return on Equity values will have a grade of A. Unit: Grade
299: Financial Health Sector Grade
TBD
302: PEG Forward
Price/Earnings to Growth Forward Ratio, or PEG Forward, attempts to improve upon Price/Earnings comparisons by accounting for earnings growth. It is calculated by dividing the forward Price/Earnings Ratio by the estimated Earnings Per Share (EPS) growth for the next 5 years. The lower the PEG value, the cheaper the valuation; values of 1 suggests perfect pricing. If the expected growth or forward Price/Earnings value is negative, then no PEG ratio is calculated. Unit: Ratio
303: PEG Trailing
Price/Earnings to Growth Trailing Ratio, or PEG Trailing, attempts to improve upon Price/Earnings comparisons by accounting for earnings growth. It is calculated by dividing the current Price/Earnings Ratio by the average Earnings Per Share (EPS) growth rate over the past 5 years. The lower the PEG value, the cheaper the valuation; values of 1 suggests perfect pricing. If the historical growth or current Price/Earnings value is negative then no PEG ratio is calculated. Unit: Ratio
305: EV / EBITDA
EV/EBITDA compares the value of a business, free of debt, to earnings before interest. It is calculated as Enterprise Value dividing EBITDA and is useful for comparing valuations regardless of capital structure. Lower EV/EBITDA values indicate less expensive valuation. Unit: Ratio
306: Beta 1-Year
Beta 1-Year measures risk by tracking how much a stock's price moved relative to the market over the past year. A value of 1 means it moved with the market, a value of 2 means it moved up and down with the market but twice as much, and a value of .5 means it moved up and down half as much as the market did.  Unit: Number
307: Institutional Ownership %
Institutional Ownership refers to the ownership stake in a company that is held by large financial organizations, pension funds or endowments. Unit: Percentage
452: Quarterly EPS
The EPS values from the last four quarters and the predicted Earnings Per Share estimates for the current quarter and next quarter. This metric is graphical. Unit: Graph
453: EPS Current Quarter Estimate Trends
The Earnings Per Share estimate trends for the current quarter for 90, 60, 30, and 7 days ago. This metric is graphical. Unit: Graph
454: EPS Next Quarter Estimate Trends
The Earnings Per Share estimate trends for the next quarter for 90, 60, 30, and 7 days ago. This metric is graphical. Unit: Graph
455: EPS Current Year Estimate Trends
The Earnings Per Share estimate trends for the current year for 90, 60, 30, and 7 days ago. This metric is graphical. Unit: Graph
456: EPS Next Year Estimate Trends
The Earnings Per Share estimate trends for the next year for 90, 60, 30, and 7 days ago. This metric is graphical. Unit: Graph
457: EPS Revisions
TBD
466: EPS Actual Last Fiscal Year
The actual EPS from the last fiscal year. Unit: Dollars
471: Yearly EPS
The Earnings Per Share (EPS) values from the last four years and the predicted Earnings Per Share estimates for the current year and next year. This metric is graphical. Unit: Graph
472: Yearly Sales
The sales values from the last four year and the predicted sales estimates for the current year and next year. This metric is graphical. Unit: Graph
481: 52-wk Range
The 52-week high and low price compared to the current price. This metric is graphical. Unit: Current Percent of Range
482: Quarterly Sales
Sales of previous quarters vs. previous year counterparts. This metric is graphical. Unit: Graph
489: Previous Closing Price
The previous closing price, or next-to-last closing price of the stock. Unit: Dollars
490: Last Close
The prior day's closing price. This value is updated just before the market opens. Unit: Dollars
491: Price Change ($)
The price change in dollars from the last close, see Return (1 Day) for related % change. Unit: Dollars
492: Industry Group
The industry group to which the company industry belongs. On average, there are 7 groups per Sector. Unit: Name
494: Growth Grade
The Growth Grade from Morningstar based on historical sales growth, year-by-year sales growth over the past 5 years and its growth trend. Unit: Grade
495: Profitability Grade
The Profitability Grade from Morningstar based on average level of a company's returns on capital over the past 5 years, its capital return trend and consistency. Unit: Grade
496: Financial Health Grade
TBD
497: EPS
TBD
498: Current Assets
The assets that could be converted to cash in less than one year. These are assets that can be easily liquidated and are a source of funds for day-to-day operations. Unit: Millions of Dollars
499: Current Liabilities
The sum of all money owned by a company and due within one year. It is also called payables or current debt. Unit: Millions of Dollars
500: NetPPE
Net PP&E is the sum of assets that are either Property, Plant or Equipment. These assets are usually critical to the company's operations and not easily liquidated. The value is net of the accumulated depreciation on these assets. Unit: Millions of Dollars
501: Net Income Common Stockholders
The Net Income available to Common Stockholders is the company's Net Income minus the amount paid as preferred share dividends. Unit: Millions of Dollars
502: Sales Per Employee
The company's Sales divided by the number of employees Unit: Dollars
503: Cash Return
TBD
504: Sales Per Share
Sales per share is total company sales over the trailing twelve months divided by the total number of shares. Unit: Dollars
505: Dividend Per Share
The dollar amount paid per share in dividends each year. Unit: Dollars
506: Equity Per Share
The company's net worth or book value per share. Unit: Dollars
507: Interest Coverage
Interest Coverage calculates a company's ability to make payments on debt. It is computed as earnings before interest and taxes divided by interest expense. Unit: Ratio
509: Free Cash Flow Per Share
TBD
510: Cash Flow Per Share
Cash Flow per Share is a measure of how much cash a company generates. It is calculated over a trailing twelve month period and is arguably less easily manipulated than Earnings per Share because it excludes all noncash items such as depreciation. Unit: Dollars
511: Sustainable Growth Rate
The Sustainable Growth Rate attempts to measure how much a firm could grow without borrowing more money. If the firm exceeds this rate of growth, it must borrow funds from another source to facilitate growth. It is calculated by multiplying a company's Return on Equity by (100 - Payout Ratio Percent). Unit: Percentage
512: Long Term Debt / Total Capital
This variation of the traditional Debt / Equity Ratio computes the proportion of a company's long term debt divided by its available capital. Capital includes both equity and debt. Unit: Ratio
515: Price Change (%)
The price change percent from the last close, synonomous with the 1-Day Return column. Unit: Percentage
531: Net Cash Per Share
TBD
532: Gain 1-Day
The gain in a portfolio position since the market opened, calculated as Price Change ($) times Quantity. Unit: Dollars
533: Beta 3-Year
Beta 3-Year measures risk by tracking how much a stock's price moved relative to the market over the past 3 years. A value of 1 means it moved with the market, a value of 2 means it moved up and down with the market but twice as much, and a value of .5 means it moved up and down half as much as the market did.  Unit: Number
535: Value (%)
The holding's percentage of the total portfolio value. Unit: Percentage
537: Expected Yearly Dividends
The expected annual dividend income, calculated as Quantity times Dividend Per Share. Unit: Dollars
538: YTD Volume (Avg)
This calendar year average volume of the stock. Unit: Number
539: YTD $Volume (Avg)
This calendar year average dollar volume of the stock. Unit: Millions of Dollars
542: Tangible Equity Per Share
The company's total net worth or book value per share minus certain intangible assets that would have little or no value in the event of liquidation. Unit: Dollars
543: Ex-Dividend Date
The first date following the declaration of a dividend on which the buyer of a stock is not entitled to receive the next dividend payment. Unit: Calendar Date
544: Tangible Equity
The company's total net worth or book value minus certain intangible assets that would have little or no value in the event of liquidation. Unit: Millions of Dollars
545: Equity Type
The general type of the equity such as Stock, Fund, Bond, etc. Unit: Name
546: Short % of Float
The percentage of the company's publicly traded shares that have been shorted. Reporting delays for this column may be as long as a month. Unit: Percentage
547: Exchange
The stock exchange where the equity is traded such as NYSE, NASDAQ, Toronto etc. Unit: Name
548: ROIC
ROIC, or Return on Invested Capital, quantifies how well a company generates cash flow relative to the capital it has invested in its business. It is defined as Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation) Unit: Percentage
549: Last Trade Time
The last time this equity was traded on its exchange. Unit: Calendar Date
550: Price to Target (%)
The percentage change needed for the holding to hit its target price. Unit: Percentage
551: Daily Price Range
The daily high and low price compared to the current price. This metric is graphical. Unit: Current Percent of Range
554: Volatility 1-Year
This risk measurement shows how dramatically daily prices changed over the past year. Volatile stocks have values greater than .4 and more chance of big gains and losses. Unit: Number
555: Volatility 3-Year
This risk measurement shows how dramatically daily prices changed over the past three years. Volatile stocks have values greater than one and more chance of big gains and losses. Unit: Number
556: Tangible Book Yield
Tangible Book value per share from the recentmost quarterly report divided by the current stock price. This is the inverse of the Price to Tangible Book value. Unit: Percentage
557: Price / Tangible Book
Compares a stock's market value to the value of total assets less total liabilities and intangibles. A low ratio could mean that the stock is undervalued. However, it could also mean that something is fundamentally wrong with the company. Unit: Ratio
558: EPS Next-Year Chg (Est.%)
TBD
560: 5-Year Price / Earnings Range
A graphical presentation of today's P/E ratio versus the highest and lowest P/E ratios this stock has had over the past 5 years. Unit: Current Percent of Range
561: 5-Year Price / Sales Range
A graphical presentation of today's P/S ratio versus the highest and lowest P/S ratios this stock has had over the past 5 years. Unit: Current Percent of Range
562: 5-Year Price / Book Range
TBD
563: 5-Year Price / Cash Flow Range
A graphical presentation of today's Price / Cash Flow ratio versus the highest and lowest Price / Cash Flow ratios this stock has had over the past 5 years. Unit: Current Percent of Range
564: 5-Year Price / Free Cash Flow Range
A graphical presentation of today's Price / Free Cash Flow ratio versus the highest and lowest Price / Free Cash Flow ratios this stock has had over the past 5 years. Unit: Current Percent of Range
565: 5-Year Price / Tangible Book Range
A graphical presentation of today's Price / Tangible Book Value ratio versus the highest and lowest Price / Tangible Book Value ratios this stock has had over the past 5 years. Unit: Current Percent of Range
570: 5-Year Price Range
The 5-year high and low price compared to the current price. This metric is graphical. Unit: Current Percent of Range
571: Operating Income Per Share
Operating Income for the trailing 12-months divided by the current stock price. Unit: Dollars
573: Tag
Specify a keyword in the tag column to create a custom grouping. Unit: Tag
574: Yield On Cost
The dividend yield of the investment based on the original buy price instead of the current price. Unit: Percentage
578: Total Debt
Total Debt is the sum of short-term and long-term debt. Unit: Millions of Dollars
579: Stock Based Compensation
The annual cost of stock based compensation. Unit: Millions of Dollars
580: Foreign Sales (%)
The annually-reported percent of revenue coming from foreign sales. Unit: Millions of Dollars
598: EPS Current-Year Chg (Est.%)
TBD
600: Gross Profit / Total Assets
Gross Profit divided by Total Assets is a valuation measure used in the Novy-Marx screener and referred to as gross profitability. A high value is purported to have as much power in value based investing as a low price/book ratio. Unit: Ratio
617: Average EPS Estimate Current Year
TBD
621: Next Fiscal Year End
The end date used by analysts in forecasting the next year fiscal year's earnings. Unit: Date
622: Forward P/E
The Forward Price to Earnings ratio divides the current price by the estimated EPS for the next fiscal year. Since some companies end their fiscal years in different months the Forward P/E ratio may assume a different timespan for different companies. Unit: Ratio
639: Altman Z-Score
This popular credit-strength measure aims to show how likely a company is to go bankrupt. Risky companies have a score below 1.8 and solid companies have a score of 3.0 or high. Financial institutions like banks are not scored. Unit: Ratio
640: Country
TBD
999: TITLE
Cash Flow per share for the trailing 12-months divided by the current stock price. This is the inverse of the the Price to Cash Flow (PCF) value. Unit: Percentage
999: TITLE
The geometric average of the total return including dividends over the past 2 years. Unit: Percentage
999: TITLE
The geometric average of the total return including dividends over the past 3 years. Unit: Percentage
999: TITLE
The geometric average of the total return including dividends over the past 5 years. Unit: Percentage
999: TITLE
The total cash dividends earned divided by the average daily value and by the reporting duration in years. Unit: Percentage
999: TITLE
The geometric average of the 2 year total return less that of the the S&P 500. Unit: Percentage
999: TITLE
The geometric average of the 3 year total return less that of the the S&P 500. Unit: Percentage
999: TITLE
The geometric average of the 5 year total return less that of the the S&P 500. Unit: Percentage
999: TITLE
This efficiency measure show how much revenue is earned for every dollar of assets. Higher values are better. Unit: Ratio
999: TITLE
The geometric average of 1-year, 6-month, 3-month and 1-month returns can be used to identify stocks with good or bad momentum. Unit: Percentage
999: TITLE
The average daily value of the portfolio over the reporting period. Unit: Dollars
999: TITLE
The average number of shares traded per day over the past 3 months. Unit: Number
999: TITLE
Beta measures risk by tracking how much the portfolio price moved relative to the market over the past year. A value of 1 means it moved with the market, a value of 2 means it moved up and down with the market but twice as much, and a value of .5 means it moved up and down half as much as the market did.  Unit: Number
999: TITLE
The net value of share buybacks over the past twelve months as a percent of the current market capitalization. A negative value indicates the company issues more stock than it purchases. Unit: Percentage
999: TITLE
The sum of cash and short term investments as a percent of total assets. Unit: Percentage
999: TITLE
Cash and short-term investments as a percent of market capitalization. Financial institutions report cash differently than other companies so this metric should only be used to compare similar businesses. Unit: Percentage
999: TITLE
This broad measure of financial leverage compares a companies debt to its assets. Both long term and short term debt is included, as are intangible assets. Unit: Ratio
999: TITLE
The total cash dividends accrued over the reporting period. Unit: Dollars
999: TITLE
The value of the portfolio or holding at the reporting end date. Unit: Dollars
999: TITLE
The percentage change in EPS implied by the average analyst estimate of the current year's EPS versus the prior fiscal year. Unit: Percentage
999: TITLE
The percentage change in EPS implied by the average analyst estimate of next year's EPS versus the in-progress fiscal year. Unit: Percentage
999: TITLE
The A-F grade of a company's financial health versus that of its industry peers. Companies with the lowest Financial Leverage, highest Cash Flow Coverage, and highest Cash as a % of Total Assets will have a grade of A. Unit: Grade
999: TITLE
The A-F grade of a company's financial health versus that of its sector peers. Companies with the lowest Financial Leverage, highest Cash Flow Coverage, and highest Cash as a % of Total Assets will have a grade of A. Unit: Grade
999: TITLE
Free Cash Flow show how much cash a company generates after paying to maintain and expand its production. It is calculated by subtracting Capital Expenditure (Cap Ex) from Cash Flow. Unit: Millions of Dollars
999: TITLE
This alternative dividend payout ratio aims to be more accurate by excluding accounting earnings and including only actual cash generation. It is calculated as Dividend Per Share as a percent of Free Cash Flow per Share and values less than 70 are considered best. Unit: Percentage
999: TITLE
Free Cash Flow per Share is seen as a predictor of future Earnings per Share. It is a calculated over a trailing twelve month period by subtracting Capital Expenditure (Cap Ex) from Cash Flow in order to show how much cash a company generates after paying to maintain and expand its production. Unit: Dollars
999: TITLE
The price appreciation of the investment in dollars, calculated as the ending value minus the starting value and inflows. Unit: Dollars
999: TITLE
The percentage price appreciation of the investment, calculated as Value as a percent of Basis. Unit: Percentage
999: TITLE
This variation of earnings yield compares Operating Income (a.k.a EBIT) to Enterprise Value. It is used by Joel Greenblat in his bestselling book The Little Book That Beats the Market Unit: Ratio
999: TITLE
This variation of Return on Capital takes Operating Income (a.k.a EBIT) as a percent of NetPPandE plus Current Assets. It is used by Joel Greenblat in his bestselling book The Little Book That Beats the Market. Unit: Percentage
999: TITLE
The 1-10 rank of a company's 3 year revenue growth versus that of its industry peers. Companies with the most growth will have a rank of 1. Unit: Number
999: TITLE
The net value of cash and stock inflows over the reporting period. Unit: Dollars
999: TITLE
The average percent of the portfolio value that is neither in cash nor a money market fund. Unit: Percentage
999: TITLE
The percentage difference between the biggest peak-to-trough decline during the reporting period. Unit: Percentage
999: TITLE
Net Cash per share is the sum of cash and short-term investments minus long term debt divided by the total number of shares. Unit: Dollars
999: TITLE
Cash and short-term investments minus total debt as a percent of market capitalization. Financial institutions report cash differently than other companies so this metric should only be used to compare similar businesses. Unit: Percentage
999: TITLE
The holding's contribution to the total weighted return of all holdings in the table. Unit: Percentage
999: TITLE
The holding's current value as a percent of all values in the table. Unit: Percentage
999: TITLE
The current price as a percent of the 5-year high price shows assets that have had a large drawdown from their prior highs. Some research shows that stocks with large drawdowns go on to outperform the market in future years. Unit: Percentage
999: TITLE
The difference between the portfolio's total return and the S&P 500 total return. Unit: Percentage
999: TITLE
The amount that the portfolio beat the S&P 500 after multiplying the difference in returns by the ratio of portfolio volatility to S&P 500 volatility. A high value here shows stock picking skill. Unit: Percentage
999: TITLE
S&P 500 Correlation shows how much the daily portfolio price changes coincide with daily S&P 500 price changes.  Unit: Number
999: TITLE
The total return of an S&P 500 tracking index (including dividends) over the reporting period. Unit: Percentage
999: TITLE
Shareholder yield is the total of share buybacks and dividend payments to common shareholders over the past twelve months as a percent of the current market capitalization. A negative value indicates the company is profiting more from issuing new stock than it is spending on buybacks and dividends. Unit: Percentage
999: TITLE
A ratio developed to measure risk-adjusted performance. The Sharpe ratio is calculated by subtracting the risk-free rate from the rate of return for a portfolio and dividing the result by the standard deviation of the portfolio returns. Unit: Number
999: TITLE
This weighted average return includes both price appreciation and dividends. It treats dividends as if they were immediately re-invested and this compounding effect causes Total Return to be slightly larger than Gain ($) plus Dividends ($). Unit: Percentage
999: TITLE
This risk measurement shows how dramatically daily prices change. Volatile stocks have values greater than .4 and more chance of big gains and losses. Unit: Number
999: TITLE
The current volume as a percent of the daily average volume measured over the past three months. Unit: Percentage