Included in our equities packages are the below data points.
| Name | Tag | Type | Units | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Deposits and Money Market Investments Interest Income |
depositsinterestincome
|
Metric | USD | The money market is where financial instruments with high liquidity and very short maturities are traded. It is used by participants as a means for borrowing and lending in the short term, with maturities that usually range from overnight to just under a ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Market Sector |
market_sector
|
Security | String | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Market Category |
market_category
|
Security | String | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Federal Funds Purchased and Securities Sold |
fedfundspurchased
|
Metric | USD | Fed funds purchased are excess reserves sold into the federal funds market where excess deposits are lent to other banks in the federal funds market. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Federal Funds Sold |
fedfundssold
|
Metric | USD | Federal funds sold are excess bank reserves lent in the federal funds market. When banks sell (lend) excess reserves in the fed funds market they acquire assets (fed funds sold) and lose a corresponding amount of reserves on their balance sheet. When banks ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Trading Account Securities |
tradingaccountsecurities
|
Metric | USD | Trading account assets refer to a separate account managed by banks that buy (underwriting) U.S. government securities and other securities for their own trading account or for resale at a profit to other banks and to the public, rather than for investment ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Beta |
beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling three-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Change in Cash & Equivalents |
netchangeincash
|
Metric | USD | Cash and cash equivalents refer to the line item on the balance sheet that reports the value of a company's assets that are cash or can be converted into cash immediately. These include bank accounts, marketable securities, commercial paper, Treasury bills ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Price to Book Value |
pricetobook
|
Valuation | Multiple | The price-to-book 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 Revenue |
pricetorevenue
|
Valuation | Multiple | A valuation ratio that compares a companys stock price to its revenues. The price-to-revenue 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 ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Public Float |
public_float
|
Info | USD | The aggregate market value of the voting and non-voting common equity held by non-affiliates computed by reference to the price at which the common equity was last sold, or the average bid and asked price of such common equity, as of the last business day ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Earnings Yield |
earningsyield
|
Valuation | Percentage | Earnings yield are the earnings per share for the most recent 12-month 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 ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Equivalents |
cashandequivalents
|
Metric | USD | Cash and cash equivalents refer to the line item on the balance sheet that reports the value of a company's assets that are cash or can be converted into cash immediately. These include bank accounts, marketable securities, commercial paper, Treasury bills ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Federal Funds Sold and Securities Borrowed Interest Income |
fedfundsandrepointerestincome
|
Metric | USD | Federal funds, often referred to as fed funds, are excess reserves that commercial banks and other financial institutions deposit at regional Federal Reserve banks; these funds can be lent, then, to other market participants with insufficient cash on hand ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Divestitures |
divestitures
|
Metric | USD | A divestiture is the partial or full disposal of a business unit through sale, exchange, closure or bankruptcy. A divestiture most commonly results from a management decision to cease operating a business unit because it is not part of a core competency. ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Federal Funds Purchased and Securities Sold Interest Expense |
fedfundsandrepointerestexpense
|
Metric | USD | Federal funds, often referred to as fed funds, are excess reserves that commercial banks and other financial institutions deposit at regional Federal Reserve banks; these funds can be lent, then, to other market participants with insufficient cash on hand ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Assets |
totalassets
|
Metric | USD | Total assets are the sum of all current and noncurrent assets that a company owns. They are reported on the company balance sheet. The total asset figure is based on the purchase price of the listed assets, and not the fair market value. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Option Awards |
comp_option_awards
|
Compensation | Number | The total value of all option grants at their fair market value. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Loans Held for Sale |
loansheldforsale
|
Metric | USD | Loans originated with the intent of selling in the secondary market are classified as held-for-sale. Loans held-for-sale are carried at the lower of aggregate cost, net of deferred fees, deferred origination costs and effects of hedge accounting, or fair ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Loans Held for Sale, Net |
loansheldforsalenet
|
Metric | USD | Loans originated with the intent of selling in the secondary market are classified as held-for-sale. Loans held-for-sale are carried at the lower of aggregate cost, net of deferred fees, deferred origination costs and effects of hedge accounting, or fair ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| One Year Beta |
one_year_beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling one-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Five Year Beta |
five_year_beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling five-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Three Year Beta |
three_year_beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling three-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ten Year Beta |
ten_year_beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling ten-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Seven Year Beta |
seven_year_beta
|
Betas | Float | Beta is a measure of the volatility of a security compared to a market index. Intrinio uses the S&P 500 for comparison. This data tag defaults to a rolling seven-year beta calculation. This calculation is updated on a bi-weekly basis and utilizes Intrinio's ... | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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