Pays Dividend
This is a boolean data point that will be marked true if a stock pays an dividend and false if it does not.
Dividend Amount
Sum of money, expressed in dollars, paid out per share to shareholders quarterly or when a dividend is distributed.
Dividend Frequency
How often a company pays out dividends to its shareholders. It can be annual, semi-annual, quarterly, or monthly.
Annual Dividend
Sum of money, expressed in dollars, paid out per share to shareholders an an annual basis when a dividend is distributed.
Dividend Yield
The percentage of a company’s share price that it pays out in dividends each year to shareholders of record.
Dividend Declaration Date
Date on which a company’s board of directors announces its intent to distribute a dividend to shareholders. This announcement typically includes the dividend amount, the ex-dividend date, the record date, and the payment date.
Ex Dividend Date
Cutoff date established by a company in order to determine which shareholders are eligible to receive a declared dividend. If an investor purchases a stock on or after the ex-dividend date, they will not receive the upcoming dividend payment.
Dividend Record Date
Date when shareholders of record are declared for payment of the stock’s dividend. Investors must be on the company’s books as a shareholder on this date to receive the dividend. The record date typically follows the ex-dividend date.
Dividend Pay Date
Date on which a company distributes the declared dividends to its shareholders. Only shareholders who owned the company’s shares before the ex-dividend date are eligible to receive the dividend. The pay date is essential for income-focused investors as it signifies when the actual payment is received.
P/E Ratio
Price to Earnings Ratio is a financial metric used to determine the valuation of a company, providing a measure of how much investors are willing to pay for each dollar of earnings. It is calculated by dividing the current market price of a stock by its most recently reported annual earnings per share (EPS).
P/E Run Rate
Price to Earnings Run Rate (P/E Run Rate) is based on Jesse Stine’s book Insider Buy Superstocks. It helps to spot stocks could potentially be very undervalued.
Forward P/E Ratio
Forward Price to Earnings Ratio is a measure of a company’s future valuation. It is calculated by dividing the current market price of a stock by its estimated annual earnings per share (EPS) for the upcoming year
Gross Profit Margin – Latest Quarter
Ratio of the gross profit before taxes by total revenues for the previous quarter.
Gross Profit Margin – 2-11 Quarters Ago
Ratio of the gross profit before taxes by total revenues from 2 to 11 quarters ago.
Gross Profit Margin – Last Year
Ratio of the gross profit before taxes by total revenues for the previous calendar year.
Gross Profit Margin – 2-10 Years Ago
Ratio of the gross profit before taxes by total revenues 2 to 10 years ago.
Gross Profit Margin Acceleration – Last 1-5 Quarters & Years
Acceleration occurs when consecutive gross profit margins are greater than the previous period. For 5 quarters of acceleration each of the last 5 quarters must be greater than the previous one.
Pre-Tax Profit Margin – Latest Quarter
Ratio of the operational income before taxes by total revenues for the previous quarter.
Pre-Tax Profit Margin – 2-11 Quarters Ago
Ratio of the operational income before taxes by total revenues from 2 to 11 quarters ago.
Pre-Tax Profit Margin – Last Year
Ratio of the operational income before taxes by total revenues for the previous calendar year.
Pre-Tax Profit Margin – 2-10 Years Ago
Ratio of the operational income before taxes by total revenues 2 to 10 years ago.
Net Profit Margin – Latest Quarter
Ratio of the net profit divided by the total revenues for the previous quarter.
Net Profit Margin – 2-11 Quarters Ago
Ratio of the net profit divided by the total revenues from 2 to 11 quarters ago.
Net Profit Margin – Last Year
Ratio of the net profit divided by the total revenues for the previous calendar year.
Net Profit Margin – 2-10 Years Ago
Ratio of the net profit divided by the total revenues 2 to 10 years ago.
Net Profit Margin Acceleration – Last 1-5 Quarters & Years
Acceleration occurs when consecutive net profit margins are greater than the previous period. For 5 quarters of acceleration each of the last 5 quarters must be greater than the previous one.
After Tax Profit Margin – Latest Quarter
Ratio of the net profit after tax divided by the total revenues for the previous quarter.
After Tax Profit Margin – 2-11 Quarters Ago
Ratio of the net profit after tax divided by the total revenues from 2 to 11 quarters ago.
After Tax Profit Margin – Last Year
Ratio of the net profit after tax divided by the total revenues for the previous calendar year.
After Tax Profit Margin – 2-10 Years Ago
Ratio of the net profit after tax divided by the total revenues 2 to 10 years ago.
Return on Equity (ROE)
is a financial ratio that measures a company’s ability to generate profit from its shareholders’ equity. It indicates how effectively the company is using the money invested by shareholders to generate earnings.
Return on Equity – Latest Quarter
Quarterly net income divided by shareholders equity of the latest reported quarter.
Return on Equity – 2-11 Quarters Ago
Quarterly net income divided by shareholders equity from 2 to 11 quarters ago.
Return on Equity – Last Year
Annual net income divided by shareholders equity of the latest calendar year.
Return on Equity – 2-10 Years Ago
Annual net income divided by shareholders equity from 2 to 10 years ago.
Return on Assets (ROA)
Return on Assets (ROA) is a financial ratio that measures a company’s profitability relative to its total assets. It indicates how efficiently a company uses its assets to generate earnings.
Return on Assets – Latest Quarter
Quarterly net income divided by total assets of the latest reported quarter.
Return on Assets – 2-11 Quarters Ago
Quarterly net income divided by total assets from 2 to 11 quarters ago.
Return on Assets – Last Year
Annual net income divided by total assets of the latest calendar year.
Return on Assets – 2-10 Years Ago
Annual net income divided by total assets from 2 to 10 years ago.
Book Value Per Share
Book Value Per Share (BVPS) is a financial measure that represents the equity value of a company per share of its outstanding common stock. It indicates the amount shareholders would theoretically receive per share if the company were liquidated and all its assets were sold to pay off liabilities.