Accumulated Depreciation and Deletion
The accumulated amount of wear and tear or obsolescence charged against the fixed assets of a company.
Active Symbol
The Active Symbol is ticker symbol for which information is displayed on all charts (that are not locked to display a specific ticker).
Asset Turnover
Asset Turnover equals revenue divided by the average of total assets from the most recent two balance sheets. It measures the ratio at which each dollar of assets will generate a dollar of revenues.
Bar Interval
The Bar Interval selected within the Bar Interval Selector of a chart at any time dictates how much information is included in each plotted bar of data on the chart. When the Bar Interval is set to 1 Day as is the default setting, Price History bars show 1 Day of trading information at a time. If this Bar Interval were changed to 1 Week, each bar shown on the chart would represent an entire week’s trading activity. Each chart has its own Bar Interval.
Beta
Beta is the coefficient which measures the volatility of a stock's returns relative to the market (S&P 500). It is based on a 36/60-month historical regression of the return on the stock compared to the return on the S&P 500. Beta provides a good idea of a stock's inherent risk or sensitivity to general market fluctuations. High beta stocks react strongly to variations in the market, and low beta stocks are less affected by market variations.
Capitalization
The latest closing price of a share times the number of shares outstanding. Often referred to as Market Cap.
Chart
A chart is a grouping of indicators/plots. Charts always begin with a Price History plot and can have as many other indicators or plots added to them as are desired. Plots on a chart may be stacked on top of one another, contained within individual panes – they may also be overlaid, such that many (related or unrelated) plots are residents of the same pane. A chart always has its own toolbar, and its indicators are all controlled by the same Time-Frame and Zoom and Pan slider.
Combo Condition
A combination condition is made up of more than one individual condition; individual conditions are combined using AND or OR logic, such that a combination condition either requires that each conditional behavior included be exhibited simultaneously (AND) - or - requires that any conditional behavior included can be met in order for the condition to pass (OR).
Common Stock Equity
The amount of shareholders equity attributable to common stock. This figure taken from the annual or quarterly reports. Common stock equity generally consists of the following items: 1. Common stock (all issues) at par value. 2. Capital surplus or additional paid-in capital. 3. Retained earnings or earned surplus (net of foreign exchange gains/losses). Common Stock Equity = Common stock (all issues) at par + Capital surplus (additional paid-in capital) + Retained earnings (or earned surplus).
Condition
A condition is a user-defined entity that describes a specific behavior for an Indicator. A condition can be used to identify stocks that are actively or have historically exhibited the behavior defined by the condition. A condition can also be used to highlight historical instances of the described behavior by painting a plot like Price - or can be used in a BackScan to aggregate historical trade information for a specified condition-based strategy.
Cost of Sales
Includes all expenses directly associated with the production of goods or services the company sells (such as material and overhead) excluding depreciation, depletion, amortization, and SG&A. Typical Accounts: Cost of goods sold; Materials and production expenses; Gas purchased; Fuel and power purchased; Exploration and well drilling expense; Mining expenses; Oil and gas property abandonments, includes dry holes if not specified; Other operating expenses for utilities and railroad maintenance.
Current Book Value per Share
Equals latest common equity (book value) divided by the most recent common shares outstanding.
Debt to Equity Ratio
The Debt to Equity Ratio is a measure of a companies total liabilities (short term and long term) compared to its shareholder equity. It is used as a relative measure of debt.
Diluted EPS from Total Operations
Fully diluted earnings per share from Total Operations, as taken from the latest 3-month ending period.
Dividend Growth Rate 5-Yr
This is the compound annual dividend 5 year growth rate (includes accrued interest/dividend re-invested).
Dividend Yield
This is the latest dividend and captial gains rate divided by the share price. It reads in percentage.
Earnings 1-Yr
This is the sum of the trailing 4 quarters of net income (profit) as taken from the quarterly report. This is not the earnings per share. This value will also provide some insight into company size.
Earnings as Percent of Sales 1-Yr
This is an indication of profit margin. Weak profit margins are often a sign of hidden vulnerability in a stock that appears to have high earnings. Be careful of companies that pay high dividends while having low profit margins.
Earnings Growth Rate 5-Yr
The compound annual earnings per share 5-year growth rate. In looking for quality companies, well established companies of good size, this criterion is indispensable. The units are in percentages.
EBITDA
The operating revenue less Adjustments to Revenue, Cost of Sales, SG&A expense, Advertising and Research & Development.
EPS Estimates Curr Qtr
High, low and consensus earnings estimates for the current quarter
EPS Estimates Curr Yr
High, low and consensus earnings estimates for the current fiscal year.
EPS Estimates Next Qtr
High, low and consensus earnings estimates for the next quarter.
EPS Estimates Next Yr
High, low and consensus earnings estimates for the next fiscal year.
EPS Latest Quarter
Fully diluted earnings per share from Total Operations, as taken from the latest 3-month ending period.
EPS Percent Change 2nd Quarter Back
The percentage change in earnings per share from the comparable quarter a year before.
EPS Percent Change 3rd Qtr Back
The percentage change in earnings per share from the comparable quarter a year before.
EPS Percent Change 4th Qtr Back
The percentage change in earnings per share from the comparable quarter a year before.
EPS Percent Change Latest Qtr
The percentage change in earnings per share from the comparable quarter a year before.
EPS Percent Change Latest Year
The percentage change in earnings for the latest 4 quarters compared to the preceding 4 quarters.
EPS Surprise Percentage
How far the last reported EPS came in above or below its estimate, expressed as a percentage.
Filter
To Filter is to limit a list of issues (stocks, ETFs, etc.) based on one or more conditional criteria. WatchList items that do not meet the defined conditional criteria at the time of the Filter are not displayed in the WatchList window.
Gross Fixed Assets
The original purchase price of the fixed assets of a company.
Gross Margin
As reported by the company on the face of the Income Statement. If not reported, this field is not calculated and is left as zero.
Gross Operating Profit
The operating revenue minus cost of goods sold. Gross profit identifies the amount available to cover other operating expenses before depreciation.
High Price-Earnings Ratio
High price divided by earnings from total operations (not including extraordinary items) as taken from the quarterly report.
Indicator
An indicator is a graphical plot displayed within a chart's pane. Indicator values are displayed in increments determined by the Bar Interval assigned to the indicator's chart. StockFinder includes many technical and fundamental indicators, which can be manipulated in a variety of ways.
Latest Float
Latest shares outstanding minus shares held by insiders.
Latest Net Profit Margin
The after-tax Net Income from Total Operations of the latest 4 quarters, divided by the latest 4 quarters Operating Revenues.
Latest Short Interest Ratio
Derived by dividing the short interest by the average daily volume of the stock.
Latest Total Net Income
Net income is calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses.
Layout
The term Layout describes the totality of items open within StockFinder at a given time. These items may be floating, tabbed with one another, or docked into a specific screen position. The default Layout only contains a Main Chart, Main WatchList, and a Data Sheet window. You may work with Layouts that contain many items at a time – like several charts, more than one WatchList, BackScanner output, web browsers, ScratchPads, or even many StockFinder items spread out over a multi-monitor display. It does not matter how many items are included or how those items are arranged on your screen; as long as the analytical tools you’re using are floated, tabbed, or docked within the same instance of StockFinder, all of the items are described as one Layout.
Linked Watchlist Column
A WatchList can be sorted by various criteria that are added to the WatchList as columns. A sort column added to a WatchList from a particular chart will be added to the WatchList as a Linked WatchList Column by default, which means that its bar interval is tied to the bar interval of the chart from which its information was derived. This applies to conditional or indicator WatchList columns. A Linked WatchList Column can always be modified so that it becomes an Unlinked WatchList Column.
Long Term Debt to Equity Ratio
The Debt to Equity Ratio is a measure of a company's total long-term liabilities compared to its shareholder equity.
Long Term Debt to Total Capital
Equals long-term debt divided by total capital (long-term debt + common stock equity + preferred equity as taken from the Balance Sheet).
Low Price-Earnings Ratio
Low price divided by earnings from total operations (not including extraordinary items) as taken from the quarterly report.
Market Indicator
A Market Indicator is an indicator whose job it is to calculate some value across a list of issues (as opposed to a single stock or Exchange Traded Fund). A Market Indicator can be built based on a single indicator from a chart - or - can be based on a condition.
Net Fixed Assets
Those assets of a company that are of a relatively permanent nature and are not intended for resale such as property, plant and equipment. The figure is stated as cost minus accumulated depreciation & amortization.
Net Profit Margin (Post Tax)
The fiscal year post-tax earnings from Continuing Operations (not including discontinued or extraordinary items) divided by the fiscal year Revenues, expressed as a percentage.
Number of Analyst Ratings
Total number of analysts with a buy, sell or hold rating on the stock.
Operating Cash Flow 1-Yr
The cash generated from the operations of a company, generally defined as revenues less all operating expenses, but calculated through a series of adjustments to net income.
Paint Scheme
A Paint Scheme is a savable conditional color scheme that can be applied to any indicator. Some common Paint Schemes - such as green and red Price bars - are included in StockFinder by default. Additional Paint Schemes may be created and saved based on any user-defined logic.
P-E Ratio
The Price-Earnings Ratio is the market value per share divided by the earnings per share (EPS).
P-E Ratio vs 5 Yr Avg P-E
This is the current P/E ratio divided by the average of the last five year's P/E ratio. Expressed as a percentage: a value of 80, for instance, would mean that the current P/E is 80% of the five year average.
Percent BUY Ratings
BUY ratings as a percentage of all analyst ratings on a stock.
Percent Change Revenue 1-Yr
The difference between the revenue from the latest 12 months and the previous 12 months expressed as a percentage.
Percent Change Revenue Last Qtr
The difference between the latest quarter revenue and the revenue for the same quarter one year ago, expressed as a percentage.
Percent HOLD Ratings
HOLD ratings as a percentage of all analyst ratings on a stock.
Percent SELL Ratings
SELL ratings as a percentage of all analyst ratings on a stock.
Percent Shares Held by Insiders
The percentage of the latest shares outstanding held by insiders of the company.
Percent Shares Held by Institutions
The total number of shares held by institutions divided by the total number of shares outstanding.
Pre-Tax Income EBT
Known as EBT, this equals EBIT minus interest expense, but before subtracting income taxes and adjusting for minority interest.
Price to Book Ratio
The latest closing price divided by the latest reported book value per share.
Price to Sales Ratio
Determined by dividing current stock price by revenue per share (adjusted for stock splits). Revenue per share for the P/S ratio is determined by dividing revenue for past 12 months by number of shares outstanding.
Price Volatility
The stock's calender weekly percentage magnitude change over the last 13 calender weeks is averaged. The stock's final volatility is found by multiplying its average by 10.
RealCode Condition
A condition is a user-defined entity that describes a specific behavior for an Indicator. A condition can be used to identify stocks that are actively or have historically exhibited the behavior defined by the condition. A condition can also be used to highlight historical instances of the described behavior by painting a plot like Price - or can be used in a BackScan to aggregate historical trade information for a specified condition-based strategy. A RealCode condition is a savable user-generated condition whose logic is written using RealCode.
RealCode Indicator
An indicator is a graphical plot displayed within a chart's pane. Indicator values are displayed in increments determined by the Bar Interval assigned to the indicator's chart. StockFinder includes many technical and fundamental indicators, which can be manipulated in a variety of ways. A RealCode indicator is a savable user-generated indicator whose logic is written using RealCode.
RealCode Paint Scheme
A Paint Scheme is a savable conditional color schemes that can be applied to any indicator. A RealCode Paint Scheme is a savable usergenerated Paint Scheme whose logic is written using RealCode.
Relative Strength 1-Yr (vs SP-500)
Values above 100 mean the stock is outperforming the SP-500.
Return on Assets (ROA)
Equals earnings from total operations (not including extraordinary items) divided by total assets, expressed as a percentage.
Return on Equity (ROE)
Equals earnings from total operations (not including extraordinary items) divided by common stock equity, expressed as a percentage.
Revenue Growth Rate Last 4 Qtrs
The difference between the latest fiscal year revenue and the previous fiscal year revenue, expressed as a percentage.
Sales 1-Yr
This is the sum of revenues for the last 4 quarterly reports.
Sales Growth Rate 5-Yr
This is the compound annual revenue per share growth over the last 5 years.
Scan
To Scan is to apply a condition to a list of issues (stocks, ETFs, etc.) in order to identify those - if any - that meet the behavioral criteria of the condition. Scanning places a condition light on any item in a WatchList that currently meets the behavioral criteria of the condition. If no items in the list meet the condition at the time of the Scan, the items in the list are ordered chronologically, with those that most recently did pass the condition displayed at the top of the list.
Sequence Condition
A sequence condition is made up of more than one individual condition; individual conditions are arranged in the chronological order in which they must occur (within a specified time span) in order for the entire sequence condition to be met.
Short Term Debt
Represents the amount of borrowings (principal and interest) which must be paid in the near future (usually one year).
Sort
To Sort is to order the issues (stocks, ETFs, etc.) in a WatchList by some assigned criteria. WatchLists may be sorted by indicator-derived values or condition-derived values.
Total Assets
Equals total current assets + total non-current assets.
Total Current Assets
Equals cash and equivalents + receivables + inventories + other current assets. Total current assets is the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year.
Total Income Before Interest Expenses EBIT
Known as EBIT, equals Income after depreciation adjusted for interest income, other income, net and any special income/charges but before subtracting interest expense and taxes.
Total Volume Last 13 Weeks
Trailing 3 month volume.
Unlinked Watchlist Column
An Unlinked WatchList Column has a static, assigned bar interval, as opposed to its bar interval being tied to the bar interval of a chart. The information displayed in an Unlinked WatchList Column does not update based on changes to the bar interval of any specific chart; its time-frame and update intervals are based on its assigned properties.
Watchlist
A WatchList is any group of tickers that are displayed together as a list either in the Main WatchList window or in a Personal WatchList window. The active symbol in the list is the one for which information will be displayed on all charts (that are not locked to display a specific ticker). Click any item within a WatchList to display its information on charts. WatchLists can be sorted by symbol, indicator value, stocks that are passing a scan, or many other criteria.
Zoom and Pan Slider
This slider gives you control over how much historical information is displayed on a chart at a given time. To zoom out, so that you can see a lot of historical plotted values for your indicators, grab the left-most handle of the slider and drag it to the left. To stay zoomed in but look at a chart for past dates, grab the entire slider, and drag it to the left.