Included in our equities packages are the below data points.
Name  Tag  Type  Units  

Accounts Payable Turnover 
apturnover

Efficiency  Float  The accounts payable turnover ratio is a shortterm liquidity measure used to quantify the rate at which a company pays off its suppliers.The measure shows investors how many times per period the company pays its average payable amount. Accounts payable ...  
Accounts Receivable Turnover 
arturnover

Efficiency  Float  An accounting measure used to quantify a firm's effectiveness in extending credit and in collecting debts on that credit. The Accounts receivables turnover ratio is an activity ratio measuring how efficiently a firm uses its assets. In essence, the ...  
Altman ZScore 
altmanzscore

Solvency  Float  The Altman Zscore is the output of a creditstrength test that gauges a publicly traded manufacturing company's likelihood of bankruptcy. The Altman Zscore is based on five financial ratios that can be calculated from data found on a company's annual 10K ...  
Asset Turnover 
assetturnover

Efficiency  Float  Asset turnover is the value of a companys sales or revenues generated relative to the value of its assets. The Asset Turnover can often be used as an indicator of the efficiency with which a company is deploying its assets in generating revenue. In general, ...  
Augmented Payout Ratio 
augmentedpayoutratio

Effectiveness  Percentage  
Book Value per Share 
bookvaluepershare

Metric  USD per Share  
Capital Expenditures 
capex

Metric  USD  
Cash Conversion Cycle 
ccc

Efficiency  Days  
Cash Return on Invested Capital 
croic

Effectiveness  Percentage  
Common Equity to Total Capital 
commontocap

Capital Structure  Percentage  
Compound Leverage Factor 
compoundleveragefactor

Leverage  Float  
Cost of Revenue to Revenue 
costofrevtorevenue

Profitability  Percentage  
Current Ratio 
currentratio

Liquidity  Float  The current ratio is a liquidity ratio that measures a company's ability to pay shortterm and longterm obligations. The current ratio is mainly used to give an idea of the company's ability to pay back its liabilities (debt and accounts payable) with its ...  
Days Inventory Outstanding 
dio

Efficiency  Days  The days sales of inventory value, or DSI, is a financial measure of a company's performance that gives investors an idea of how long it takes a company to turn its inventory (including goods that are a work in progress, if applicable) into sales. ...  
Days Payable Outstanding 
dpo

Efficiency  Days  Days payable outstanding (DPO) is a company's average payable period. Days payable outstanding tells how long it takes a company to pay its invoices from trade creditors, such as suppliers. DPO is typically looked at either quarterly or yearly.  
Days Sales Outstanding 
dso

Efficiency  Days  Days sales outstanding (DSO) is a measure of the average number of days that a company takes to collect revenue after a sale has been made. DSO is often determined on a monthly, quarterly or annual basis and can be calculated by dividing the amount of ...  
Debtfree, Cashfree Net Working Capital 
dfcfnwc

Metric  USD  
Debtfree, Cashfree Net Working Capital to Revenue 
dfcfnwctorev

Liquidity  Percentage  
Debtfree Net Working Capital 
dfnwc

Metric  USD  
Debtfree Net Working Capital to Revenue 
dfnwctorev

Liquidity  Percentage  
Debt to EBITDA 
debttoebitda

Solvency  Float  Debt/EBITDA is a measure of a company's ability to pay off its incurred debt. The ratio gives the investor the approximate amount of time that would be needed to pay off all debt, ignoring the factors of interest, taxes, depreciation and amortization. ...  
Debt to Equity 
debttoequity

Leverage  Float  Debt/Equity Ratio is a debt ratio used to measure a company's financial leverage, calculated by dividing a companys total liabilities by its stockholders' equity. The D/E ratio indicates how much debt a company is using to finance its assets relative to the ...  
Debt to NOPAT 
debttonopat

Solvency  Float  
Debt to Total Capital 
debttototalcapital

Capital Structure  Percentage  The debttocapital ratio is a measurement of a company's financial leverage. The debttocapital ratio is calculated by taking the company's debt, including both short and longterm liabilities and dividing it by the total capital. Total capital is all ...  
Dividend Payout Ratio 
divpayoutratio

Effectiveness  Percentage  The dividend payout ratio provides an indication of how much money a company is returning to shareholders, versus how much money it is keeping on hand to reinvest in growth, pay off debt or add to cash reserves. This latter portion is known as retained ...  
Dividend Yield 
dividendyield

Valuation  Percentage  A financial ratio that indicates how much a company pays out in dividends each year relative to its share price. Dividend yield is represented as a percentage and can be calculated by dividing the dollar value of dividends paid in a given year per share of ...  
Earnings before Interest and Taxes 
ebit

Metric  USD  EBIT measures the profit a company generates from its operations, making it synonymous with "operating profit." By ignoring tax and interest expenses, it focuses solely on a company's ability to generate earnings from operations, ignoring variables such as ...  
Earnings before Interest, Taxes, Depreciation and Amortization 
ebitda

Metric  USD  EBITDA stands for earnings before interest, taxes, depreciation and amortization. EBITDA is one indicator of a company's financial performance and is used as a proxy for the earning potential of a business, although doing so has its drawbacks. Further, ...  
Earnings Yield 
earningsyield

Valuation  Percentage  Earnings yield are the earnings per share for the most recent 12month period divided by the current market price per share. The earnings yield (which is the inverse of the P/E ratio) shows the percentage of each dollar invested in the stock that was earned ...  
EBITDA Growth 
ebitdagrowth

Growth  Percentage  
EBITDA Margin 
ebitdamargin

Profitability  Percentage  EBITDA margin is a measurement of a company's operating profitability as a percentage of its total revenue. EBITDA margin can provide an investor, business owner or financial professional with a clear view of a company's operating profitability and cash ...  
EBITDA Q/Q Growth 
ebitdaqoqgrowth

Growth  Percentage  
EBIT Growth 
ebitgrowth

Growth  Percentage  
EBIT Less CapEx to Interest Expense 
ebitlesscapextointerestex

Coverage  Float  
EBIT Margin 
ebitmargin

Profitability  Percentage  EBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue  earned. It is a measure of a company's profitability on sales over a specific time period. Interpretation This indicator gives information on a company's earnings ability.  
EBIT Q/Q Growth 
ebitqoqgrowth

Growth  Percentage  
EBIT to Interest Expense 
ebittointerestex

Coverage  Float  EBIT to Interest Expense is a measurement of how much a company is earning (EBIT) over its interest payments or how easily a company can pay interest on outstanding debt. A ratio of three means that a company is making three times its interest payment ...  
Effective Tax Rate 
efftaxrate

Profitability  Percentage  The effective tax rate is the average rate at which a corporation is taxed. The effective tax rate for a corporation is the average rate at which its pretax profits are taxed.  
Enterprise Value 
enterprisevalue

Valuation  USD  Enterprise Value, or EV for short, is a measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization. The market capitalization of a company is simply its share price multiplied by the number of shares a ...  
Enterprise Value to EBIT 
evtoebit

Valuation  Multiple  EV/EBIT is often used by analysts to quickly look at a company's valuation multiples. All things being equal, the lower this ratio is, the better.  
Enterprise Value to EBITDA 
evtoebitda

Valuation  Multiple  This popular metric is widely used as a valuation tool, allowing investors to compare the value of a company, debt included, to the companys cash earnings less noncash expenses. It is ideal for analysts and potential investors looking to compare companies ...  
Enterprise Value to Free Cash Flow 
evtofcff

Valuation  Multiple  
Enterprise Value to Invested Capital 
evtoinvestedcapital

Valuation  Multiple  
Enterprise Value to NOPAT 
evtonopat

Valuation  Multiple  
Enterprise Value to Operating Cash Flow 
evtoocf

Valuation  Multiple  Enterprise value to Operating cash flow is the ratio of the entire economic value of a company to the cash it produces. This metric calculates the number of years it would take to buy the entire business if it was able to use all the company's operating ...  
Enterprise Value to Revenue 
evtorevenue

Valuation  Multiple  The enterprisevaluetorevenue is a measure of the value of a stock that compares a company's enterprise value to its revenue. EV/Rev is one of several fundamental indicators that investors use to determine whether a stock is priced well. The EV/Rev ...  
EPS Growth 
epsgrowth

Growth  Percentage  Earningspershare growth gives a good picture of the rate at which a company has grown its profitability per unit of equity. This figure represents the annualized rate of netincomepershare growth over the trailing oneyear period for the stocks held by ...  
EPS Q/Q Growth 
epsqoqgrowth

Growth  Percentage  
Financial Leverage 
finleverage

Leverage  Float  Financial leverage can be defined as the degree to which a company uses fixedincome securities, such as debt and preferred equity. With a high degree of financial leverage come high interest payments. As a result, the bottomline earnings per share is ...  
Fixed Asset Turnover 
faturnover

Efficiency  Float  Fixedasset turnover is used by analysts to measure operating performance. It is a ratio of net sales to fixed assets. This ratio specifically measures how able a company is to generate net sales from fixedasset investments, namely property, plant and ...  
Free Cash Flow Firm Growth 
fcffgrowth

Growth  Percentage  
Free Cash Flow Firm Q/Q Growth 
fcffqoqgrowth

Growth  Percentage  
Free Cash Flow to Firm 
freecashflow

Metric  USD  Free cash flow for the firm (FCFF) is a measure of financial performance that expresses the net amount of cash that is generated for a firm after expenses, taxes and changes in net working capital and investments are deducted. FCFF is essentially a ...  
Free Cash Flow to Firm to Interest Expense 
fcfftointerestex

Coverage  Float  
Gross Margin 
grossmargin

Profitability  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 it sells. The higher the percentage, the more the company retains on each dollar of ...  
Increase / (Decrease) in Invested Capital 
investedcapitalincreasedecrease

Metric  USD  
Interest Burden Percent 
interestburdenpct

Profitability  Percentage  
Inventory Turnover 
invturnover

Efficiency  Float  Inventory turnover is a ratio showing how many times a company's inventory is sold and replaced over a period of time. The days in the period can then be divided by the inventory turnover formula to calculate the days it takes to sell the inventory on hand. ...  
Invested Capital 
investedcapital

Metric  USD  Invested capital is the total amount of money raised by a company by issuing securities to shareholders and bondholders, and invested capital is calculated by adding the total debt and capital lease obligations to the amount of equity issued to investors.  
Invested Capital Growth 
investedcapitalgrowth

Growth  Percentage  Invested Capital growth is the increase in value of an asset or investment over time. Capital growth is measured on the basis of the current value of the asset or investment, in relation to the amount originally invested in it. Capital growth is one of the ...  
Invested Capital Q/Q Growth 
investedcapitalqoqgrowth

Growth  Percentage  
Invested Capital Turnover 
investedcapitalturnover

Efficiency  Float  Invested capital is the total amount of money raised by a company by issuing securities to shareholders and bondholders, and invested capital is calculated by adding the total debt and capital lease obligations to the amount of equity issued to investors. ...  
Leverage Ratio 
leverageratio

Leverage  Float  Companies rely on a mixture of owners' equity and debt to finance their operations. A leverage ratio is any one of several financial measurements that look at how much capital comes in the form of debt (loans), or assesses the ability of a company to meet ...  
LongTerm Debt to EBITDA 
ltdebttoebitda

Solvency  Float  A high ratio of LongTerm debt to EBITDA reveals a company thats deep in debt. It will have a lower credit rating and be forced to offer higher yields on bonds. Generally, a ratio of 4 or higher is considered too high, though the benchmarks of specific ...  
LongTerm Debt to Equity 
ltdebttoequity

Leverage  Float  The ratio is calculated by taking the company's longterm debt and dividing it by the book value of common equity. The greater a company's leverage, the higher the ratio. Generally, companies with higher ratios are thought to be more risky.  
LongTerm Debt to NOPAT 
ltdebttonopat

Solvency  Float  
LongTerm Debt to Total Capital 
ltdebttocap

Capital Structure  Percentage  The longterm debt to capitalization ratio is a ratio showing the financial leverage of a firm. A variation of the traditional debttoequity ratio, this value computes the proportion of a company's longterm debt compared to its available capital. By using ...  
Market Capitalization 
marketcap

Valuation  USD  Market capitalization refers the total dollar market value of a company's outstanding shares. The investment community uses this figure to determine a company's size, as opposed to using sales or total asset figures.  
Net Debt 
netdebt

Metric  USD  Net debt shows a business's overall financial situation by subtracting the total value of a company's liabilities and debts from the total value of its cash, cash equivalents and other liquid assets, a process called netting. All the information necessary ...  
Net Debt to EBITDA 
netdebttoebitda

Solvency  Float  The net debt to earnings before interest depreciation and amortization (EBITDA) ratio is a measurement of leverage. The net debt to EBITDA ratio is a debt ratio that shows how many years it would take for a company to pay back its debt if net debt and ...  
Net Debt to NOPAT 
netdebttonopat

Solvency  Float  
Net Income Growth 
netincomegrowth

Growth  Percentage  This figure represents the annualized rate of netincome growth over the trailing oneyear period for the stocks held by a fund.Netincome growth gives a good picture of the rate at which companies have grown their profits. All things being equal, stocks ...  
Net Income Q/Q Growth 
netincomeqoqgrowth

Growth  Percentage  
Net NonOperating Expense 
netnonopex

Metric  USD  A nonoperating expense is an expense incurred by a business that's unrelated to its core operations. The most common types of nonoperating expenses relate to depreciation, amortization, interest charges or other costs of borrowing.  
Net NonOperating Expense Percent 
nnep

Effectiveness  Percentage  A nonoperating expense is an expense incurred by a business that's unrelated to its core operations. The most common types of nonoperating expenses relate to depreciation, amortization, interest charges or other costs of borrowing. Accountants sometimes ...  
Net NonOperating Obligations 
netnonopobligations

Metric  USD  A nonoperating expense is an expense incurred by a business that's unrelated to its core operations. The most common types of nonoperating expenses relate to depreciation, amortization, interest charges or other costs of borrowing.  
Net Operating Profit After Tax 
nopat

Metric  USD  Net operating profit after tax (NOPAT) is a company's potential cash earnings if its capitalization were unleveraged that is, if it had no debt. NOPAT is a more accurate look at operating efficiency for leveraged companies, and it does not include the tax ...  
Net Working Capital 
nwc

Metric  USD  Working capital, also known as net working capital, is the difference between a company’s current assets, like cash, accounts receivable (customers’ unpaid bills) and inventories of raw materials and finished goods, and its current liabilities, like ...  
Net Working Capital to Revenue 
nwctorev

Liquidity  Percentage  
Noncontrolling Interest Sharing Ratio 
noncontrollinginterestsharingratio

Effectiveness  Percentage  
Noncontrolling Interests to Total Capital 
noncontrolinttocap

Capital Structure  Percentage  
NOPAT Growth 
nopatgrowth

Growth  Percentage  
NOPAT Less CapEx to Interest Expense 
nopatlesscapextointex

Coverage  Float  
NOPAT Margin 
nopatmargin

Profitability  Percentage  This profitability ratio shows a companies ability to generate aftertax operating profit for every dollar of sales made.  
NOPAT Q/Q Growth 
nopatqoqgrowth

Growth  Percentage  
NOPAT to Interest Expense 
nopattointerestex

Coverage  Float  
Normalized Net Operating Profit After Tax 
normalizednopat

Metric  USD  
Normalized NOPAT Margin 
normalizednopatmargin

Profitability  Percentage  Normalized Net Operating Profit after Tax Margin are adjusted to remove the effects of seasonality, revenue and expenses that are unusual or onetime influences.  
Operating Cash Flow Growth 
ocfgrowth

Growth  Percentage  
Operating Cash Flow Less CapEx to Interest Expense 
ocflesscapextointerestex

Coverage  Float  
Operating Cash Flow Q/Q Growth 
ocfqoqgrowth

Growth  Percentage  
Operating Cash Flow to CapEx 
ocftocapex

Effectiveness  Percentage  Operating Cash flow to capital expenditures is a ratio that measures a company's ability to acquire longterm assets using free cash flow. The Operating cash flow to capital expenditures ratio will often fluctuate as businesses go through cycles of large ...  
Operating Cash Flow to Interest Expense 
ocftointerestex

Coverage  Float  
Operating Expenses to Revenue 
opextorevenue

Profitability  Percentage  Operating Expenses to Revenue is a measure of what it costs to operate a piece of property compared to the income that the property brings in. The measure is very common in real estate analysis, whereby analysts are measuring the costs to operate a piece of ...  
Operating Margin 
operatingmargin

Profitability  Percentage  Operating margin is a margin ratio used to measure a company's pricing strategy and operating efficiency. Operating margin is a measurement of what proportion of a company's revenue is left over after paying for variable costs of production such as wages, ...  
Operating Return on Assets 
oroa

Effectiveness  Percentage  
Preferred Equity to Total Capital 
preferredtocap

Capital Structure  Percentage  
Pre Tax Income Margin 
pretaxincomemargin

Profitability  Percentage  Pretax profit margin is a company's earnings before tax as a percentage of total sales or revenues. The higher the pretax profit margin, the more profitable the company. The trend of the pretax profit margin is as important as the figure itself, since it ...  
Price to Book Value 
pricetobook

Valuation  Multiple  The pricetobook ratio (P/B Ratio) is a ratio used to compare a stock's market value to its book value. A lower P/B ratio could mean that the stock is undervalued. However, it could also mean that something is fundamentally wrong with the company. As with ...  
Price to Earnings 
pricetoearnings

Valuation  Multiple  The priceearnings ratio (P/E Ratio) is the ratio for valuing a company that measures its current share price relative to its pershare earnings. The priceearnings ratio indicates the dollar amount an investor can expect to invest in a company in order to ...  
Price to Revenue 
pricetorevenue

Valuation  Multiple  A valuation ratio that compares a companys stock price to its revenues. The pricetorevenue ratio is an indicator of the value placed on each dollar of a companys revenues. It can be calculated either by dividing the companys market capitalization by its ...  
Price to Tangible Book Value 
pricetotangiblebook

Valuation  Multiple  The price to tangible book value (PTBV) is a valuation ratio expressing the price of a security compared to its hard, or tangible, book value as reported in the company's balance sheet. A stock's tangible book value per share represents the amount of money ...  
Profit (Net Income) Margin 
profitmargin

Profitability  Percentage  Profit margin is part of a category of profitability ratios and it measures how much out of every dollar of sales a company actually keeps in earnings.  
Quick Ratio 
quickratio

Liquidity  Float  The quick ratio is an indicator of a companys shortterm liquidity. The quick ratio measures a companys ability to meet its shortterm obligations with its most liquid assets. The quick ratio is more conservative than the current ratio because it excludes ...  
R&D to Revenue 
rdextorevenue

Profitability  Percentage  The Research & Development (R&D) Expense to Revenue ratio measures the percentage of sales that is allocated to R&D expenditures. It is not as effective when looking at companies in different industries because different industries place different values on ...  
Return on Assets 
roa

Effectiveness  Percentage  Return on assets (ROA) is an indicator of how profitable a company is relative to its total assets. ROA gives an idea as to how efficient management is at using its assets to generate earnings. ROA tells you what earnings were generated from invested ...  
Return on Common Equity 
roce

Effectiveness  Percentage  Return on common equity is a measure of how well a company uses its investment dollars to generate profits. It tells common stock investors how effectively their capital is being reinvested. A company with high return on equity (ROE) is more successful in ...  
Return on Equity 
roe

Effectiveness  Percentage  Return on equity (ROE) is the amount of net income returned as a percentage of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested. The ROE ...  
Return on Equity (Simple) 
roe_simple

Effectiveness  Percentage  Return on equity (ROE_SIMPLE) is the amount of net income returned as a percentage of total equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the ...  
Return on Invested Capital 
roic

Effectiveness  Percentage  ROIC is used to assess a company's efficiency at allocating the capital under its control to profitable investments. Return on invested capital gives a sense of how well a company is using its money to generate returns. Comparing a company's return on ...  
Return on Net NonOperating Assets 
rnnoa

Effectiveness  Percentage  
Revenue Growth 
revenuegrowth

Growth  Percentage  Revenue growth illustrates sales increases/decreases over time. It is used to measure how fast a business is expanding. More valuable than a snapshot of revenue, revenue growth helps investors identify trends in order to gauge revenue growth over time.  
Revenue Q/Q Growth 
revenueqoqgrowth

Growth  Percentage  Quarterly revenue growth is an increase of a company's sales when compared to a previous quarter's revenue performance. The current quarter's sales figure can be compared on a yearoveryear basis or sequentially. This helps to give analysts, investors and ...  
ROIC Less NNEP Spread 
roicnnepspread

Effectiveness  Percentage  
SG&A Expenses to Revenue 
sgaextorevenue

Profitability  Percentage  
ShortTerm Debt to Total Capital 
stdebttocap

Capital Structure  Percentage  
Tangible Book Value per Share 
tangbookvaluepershare

Metric  USD per Share  A tangible book value per share is a method of valuing a company on a pershare basis by measuring its equity after removing any intangible assets. It focuses solely on the value of an organizations tangible assets. Once the value of the tangible assets is ...  
Tax Burden Percent 
taxburdenpct

Profitability  Percentage  
Total Capital 
totalcapital

Metric  USD  Total capital usually refers to the sum of longterm debt and total shareholder equity; both of these items can be found on the company's balance sheet. This is one of the calculations that's traditionally used when determining a company's return on capital.  
Total Debt 
debt

Metric  USD  Total debt shows a business's overall financial situation by subtracting the total value of a company's liabilities and debts from the total value of its cash, cash equivalents and other liquid assets. All the information necessary to determine a company's ...  
Total Depreciation and Amortization 
depreciationandamortization

Metric  USD  Depreciation and amortization (D&A) are noncash expenses used in accrual accounting. Depreciation is a means of allocating the cost of a material asset over its useful life. Amortization is the deduction of capital expenses over a specified time period, ...  
Total LongTerm Debt 
ltdebtandcapleases

Metric  USD  Longterm debt consists of loans and financial obligations lasting over one year. Longterm debt for a company would include any financing or leasing obligations that are to come due in a greater than 12month period. Longterm debt also applies to ... 
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