Stock Rover Metric ID Number & Definition
 1: Price / Earnings
 A valuation ratio of a company's current share price compared to its pershare 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 noncash 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 pricetocash 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 12month 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 12months 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 12months 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 noncash charges. Units: Millions of Dollars
 24: Cap Ex
 Capital expenditure, or capex is the price of upgrading or buying existing or new longlived 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 longterm assets owned by this company. Unit: Millions of Dollars
 28: Total Liabilities
 The sum of this company's liabilities and longterm 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 nonmonetary assets, such as goodwill, client lists, and brand names. Unit: Millions of Dollars
 32: Cash
 The total of cash and shortterm 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 userdefined 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 5Year 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 3Year 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 1Year 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 1Year Chg (%)
 TBD
 56: Sales 3Year Avg (%)
 The compound average change in sales over the past 3 years. Unit: Percentage
 57: Sales 5Year Avg (%)
 The compound average change in sales over the past 5 years. Unit: Percentage
 58: Operating Income 5Year Avg (%)
 The compound average change in operating income over the past 5 years. Unit: Percentage
 59: Operating Income 3Year Avg (%)
 The compound average change in operating income over the past 3 years. Unit: Percentage
 60: Operating Income 1Year Chg (%)
 The change in operating income over the past year as a percent. Unit: Percentage
 61: Dividend 1Year Chg (%)
 The percentage difference between today's forward dividend yield and the actual dividends paid in the past year. Unit: Percentage
 62: Dividend 3Year 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 5Year 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: 5Day Return
 The total return over 5 days including dividend payments as if they were immediately reinvested. Unit: Percentage
 65: 1Month Return
 The total return over 1 month including dividend payments as if they were immediately reinvested. Unit: Percentage
 66: 3Month Return
 The total return over 3 months including dividend payments as if they were immediately reinvested. Unit: Percentage
 67: 6Month Return
 The total return over 6 months including dividend payments as if they were immediately reinvested. Unit: Percentage
 68: 1Year Return
 The total return over 1 year including dividend payments as if they were immediately reinvested. Unit: Percentage
 69: 2Year Return
 The total return over 2 years including dividend payments as if they were immediately reinvested. Unit: Percentage
 70: 3Year Return
 The total return over 3 years including dividend payments as if they were immediately reinvested. Unit: Percentage
 71: 5Year Return
 The total return over 5 years including dividend payments as if they were immediately reinvested. Unit: Percentage
 73: YTD Return
 The total return over this calendar year including dividend payments as if they were immediately reinvested. Unit: Percentage
 75: 1Day 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: 50day Avg Price
 The average splitadjusted price over the last 50 trading days. Unit: Dollars
 83: 200day Avg Price
 The average splitadjusted 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: 10Day Return
 The total return over 10 days including dividend payments as if they were immediately reinvested. Unit: Percentage
 119: 10Day $Volume (Avg)
 The 10 day average dollar volume of the stock. Unit: Millions of Dollars
 120: 10Day Volume (Avg)
 The 10 day average volume of the stock. Unit: Number
 122: 10Day 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 123: 10Day Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 10 days. Unit: Percentage
 140: 1Day Volume
 TBD
 141: 5Day Volume (Avg)
 The 5 day average volume of the stock. Unit: Number
 142: 1Month Volume (Avg)
 The 1 month average volume of the stock. Unit: Number
 143: 3Month Volume (Avg)
 The 3 month average volume of the stock. Unit: Number
 144: 6Month Volume (Avg)
 The 6 month average volume of the stock. Unit: Number
 145: 1Year Volume (Avg)
 The 1 year average volume of the stock. Unit: Number
 146: 2Year Volume (Avg)
 The 2 year average volume of the stock. Unit: Number
 147: 3Year Volume (Avg)
 The 3 year average volume of the stock. Unit: Number
 148: 5Year Volume (Avg)
 The 5 year average volume of the stock. Unit: Number
 149: 1Day $Volume
 The 1 day dollar volume of the stock. Unit: Millions of Dollars
 150: 5Day $Volume (Avg)
 The 5 day average dollar volume of the stock. Unit: Millions of Dollars
 151: 1Month $Volume (Avg)
 The 1 month average dollar volume of the stock. Unit: Millions of Dollars
 152: 3Month $Volume(Avg)
 The 3 month average dollar volume of the stock. Unit: Millions of Dollars
 153: 6Month $Volume (Avg)
 The 6 month average dollar volume of the stock. Unit: Millions of Dollars
 154: 1Year $Volume (Avg)
 The 1 year average dollar volume of the stock. Unit: Millions of Dollars
 155: 2Year $Volume (Avg)
 The 2 year average dollar volume of the stock. Unit: Millions of Dollars
 156: 3Year $Volume (Avg)
 The 3 year average dollar volume of the stock. Unit: Millions of Dollars
 157: 5Year $Volume (Avg)
 The 5 year average dollar volume of the stock. Unit: Millions of Dollars
 158: 52wk High
 The stock's highest splitadjusted intraday price in the last 52week period. Unit: Dollars
 159: 52wk Low
 The stock's lowest splitadjusted intraday price in the last 52week period. Unit: Dollars
 169: Return
 TBD
 173: Cash Per Share
 Cash per share is the sum of cash and shortterm 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 acidtest or liquid ratio and it measures a company's ability to meet its shortterm 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 shortterm 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: 10Day 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 marketcapweighted 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 & Shortterm %
 The sum of cash and short term investments as a percent of total assets. Unit: Percentage
 181: Cash & Shortterm %
 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 hardtovalue, nonphysical 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 NextYear (Est.)
 The average of analyst estimates of Earnings Per Share (EPS) for the next fiscal year. Unit: Dollars
 203: 20day Avg Price
 TBD
 204: 52wk High Date
 The date on which the stock hit its 52week high. Unit: Calendar Date
 205: 52wk Low Date
 The date on which the stock hit its 52week low. Unit: Calendar Date
 206: Price vs 52wk Low (%)
 The current price as a percent of the last 52week low price. When this is below 100 a new 52week low is being reached. Unit: Percentage
 207: Price vs 52wk High (%)
 The current price as a percent of the last 52week high price. When this is above 100 a new 52week high is being reached. Unit: Percentage
 208: Price vs 20day Avg (%)
 The current price as a percent of the 20day average price. Unit: Percentage
 209: Price vs 50day Avg (%)
 The current price as a percent of the 50day average price. Unit: Percentage
 210: Price vs 200day Avg (%)
 The current price as a percent of the 200day 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 110 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 110 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 110 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 110 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 110 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: 1Day Return vs Industry
 TBD
 235: 1Month 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 236: 5Day 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 237: 1Year 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 238: 2Year 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 239: 3Month 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 240: 3Year 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 241: 5Year 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 242: 6Month 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 marketcapweighted 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 marketcapweighted average return of stocks in its industry. Unit: Percentage
 244: 1Day Return vs S&P 500
 TBD
 245: 1Month Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 1 month. Unit: Percentage
 246: 5Day Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 5 days. Unit: Percentage
 247: 1Year Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 1 year. Unit: Percentage
 248: 2Year Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 2 years. Unit: Percentage
 249: 3Month Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 3 months. Unit: Percentage
 250: 3Year Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 3 years. Unit: Percentage
 251: 5Year Return vs S&P 500
 The total return of the stock minus that of the S&P 500 over 5 years. Unit: Percentage
 252: 6Month 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: 1Day Return vs Sector
 TBD
 255: 1Month 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 256: 5Day 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 257: 1Year 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 258: 2Year 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 259: 3Month 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 260: 3Year 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 261: 5Year 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 marketcapweighted average return of stocks in its sector. Unit: Percentage
 262: 6Month 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 marketcapweighted 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 marketcapweighted 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 AF 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 AF 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 AF 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 AF 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 1Year
 Beta 1Year 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: 52wk Range
 The 52week 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 nexttolast 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, yearbyyear 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 daytoday 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 1Day Return column. Unit: Percentage
 531: Net Cash Per Share
 TBD
 532: Gain 1Day
 The gain in a portfolio position since the market opened, calculated as Price Change ($) times Quantity. Unit: Dollars
 533: Beta 3Year
 Beta 3Year 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: ExDividend 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 + Longterm Debt and Capital Lease Obligation + Shortterm 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 1Year
 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 3Year
 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 NextYear Chg (Est.%)
 TBD
 560: 5Year 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: 5Year 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: 5Year Price / Book Range
 TBD
 563: 5Year 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: 5Year 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: 5Year 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: 5Year Price Range
 The 5year 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 12months 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 shortterm and longterm debt. Unit: Millions of Dollars
 579: Stock Based Compensation
 The annual cost of stock based compensation. Unit: Millions of Dollars
 580: Foreign Sales (%)
 The annuallyreported percent of revenue coming from foreign sales. Unit: Millions of Dollars
 598: EPS CurrentYear Chg (Est.%)
 TBD
 600: Gross Profit / Total Assets
 Gross Profit divided by Total Assets is a valuation measure used in the NovyMarx 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 ZScore
 This popular creditstrength 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 12months 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 1year, 6month, 3month and 1month 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 shortterm 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 inprogress fiscal year. Unit: Percentage
 999: TITLE
 The AF 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 AF 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 110 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 peaktotrough decline during the reporting period. Unit: Percentage
 999: TITLE
 Net Cash per share is the sum of cash and shortterm investments minus long term debt divided by the total number of shares. Unit: Dollars
 999: TITLE
 Cash and shortterm 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 5year 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 riskadjusted performance. The Sharpe ratio is calculated by subtracting the riskfree 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 reinvested 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
