Valuation Ratios and Growth History

Since 2010
Value and Growth Statistics
Updated Weekly
Russell 1000 and 2000 Companies
Profit Margins

Year over year, 3-year and 5-year growth statistics and profit margins for publicly traded companies in the US equity markets

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Charts of Valuation Ratios and Growth History

Applications

  • Fundamental analysis
  • Value investing
  • Profitability analysis
  • Bench-marking strength and growth KPI's
  • Back-testing investment hypotheses

DOCUMENTATION

Valuation Ratios and Growth History

Overview

This data product contains year over year, 3-year, 5-year growth statistics and profit margins for publicly traded companies in the US equity markets. The data is derived from Standardized Income Statements and Standardized Balance Sheets. The data is updated quarterly. Year over years are calculated using current TTM and previous year same quarter TTM values. Earning Growths are the Growth in Earnings per Share and includes affect of changes in Shares Outstanding. 3-year and 5-year statistics are calculated as Compound Annual Growth Rates (CAGR). The Operating Margin is calculated as the ratio of Operating Income to Gross Revenue. Net Margin is calculated as the ratio of Net Income to Gross Revenue. This data product Covers Russell 1000 (large-cap) and Russell 2000 (small-cap) companies. Russell 3000 index covers approximately 98% of the total US Equity market-cap. S&P 500 companies are also included in this list.

Key Features

  • Updated weekly on Fridays
  • Underlying Historical data back to 2010
  • Covers Russell 3000 Companies
  • Covers S&P 500

DATA DICTIONARY

30 Data Columns

Ticker (ticker)

The one to four or five character identifier for each security

Period Date (period_date)

Balance Sheet Date, rounded to nearest month-end

Form (form)

The submission type of the registrant's filing (e.g. 10-Q, 10-K, 8-K etc.)

Fiscal Year (fiscal_year)

Registrant's year as reckoned for taxing or accounting purposes

Fiscal Period (fiscal_period)

Registrant's quarter as reckoned for taxing or accounting purposes

Fiscal Year End (fiscal_year_end)

Registrant's fiscal year end date (month and day) as reckoned for taxing or accounting purposes

Filed Date (filed_date)

Registrant's submission filing date

Revenue Growth yoy (kpi_revenue_growth_yoy)

This is the company's growth rate in net revenue over the previous one-year period. It expresses in percentage terms how much the current year's revenue has changed compared to the previous year's revenue. A positive value may possibly demonstrate better business performance over the prior year, expanding operations, or a successful marketing campaign.

Revenue Growth 3yr CAGR (kpi_revenue_growth_3yr_cagr)

This is the Compound Annual Growth Rate (CAGR) in net revenue of the company for the trailing three-year period. It is equivalent to the annual growth rate in revenue that would be required to generate the same total revenue growth over the prior three-year time period. A positive (negative) CAGR growth rate over the specified period may be indicative of a variety of factors, such as an increase (decrease) in overall business performance, increased (reduced) market share, a change in operations, or a different sales strategy.

Revenue Growth 5yr CAGR (kpi_revenue_growth_5yr_cagr)

This is the Compound Annual Growth Rate (CAGR) in net revenue of the company for the trailing five-year period. It is equivalent to the annual growth rate in revenue that would be required to generate the same total revenue growth over the prior five-year time period. A positive (negative) CAGR growth rate over the specified period may be indicative of a variety of factors, such as an increase (decrease) in overall business performance, increased (reduced) market share, a change in operations, or a different sales strategy.

Operating Income Growth yoy (kpi_operating_income_growth_yoy)

This is the company's growth rate in operating income over the previous one-year period. It expresses in percentage terms how much the current year's operating income has changed compared to the previous year's revenue. A positive operating income growth yoy value may be due to either increasing revenues or decreasing costs, and indicate how efficiently the core operations contribute to the profitably of the business.

Operating Income Growth 3-yr cagr (kpi_operating_income_growth_3yr_cagr)

This is the annual geometric average growth rate in operating income of the company for the trailing three-year period. It is equivalent to the annual growth rate that would be required to generate the same total operating income growth over the prior three-year time period. The CAGR Operating income growth indicates how well a company generates revenue through its core operations. A positive operating income 3-yr CAGR growth would better indicate how efficiently the core operations contribute to the profitabiliy of the business than would a positive Revenue 3-yr CAGR alone.

Operating Income Growth 5-yr cagr (kpi_operating_income_growth_5yr_cagr)

This is the annual geometric average growth rate in operating income of the company for the trailing five-year period. It is equivalent to the annual growth rate that would be required to generate the same total operating income growth over the prior five-year time period. The CAGR Operating income growth indicates how well a company generates revenue through its core operations. A positive operating income 5-yr CAGR growth would better indicate how efficiently the core operations contribute to the profitabiliy of the business than would a positive Revenue 5-yr CAGR alone.

EPS Growth yoy (kpi_earnings_growth_yoy)

This is the company's growth rate in Earnings per share over the previous one-year period. It expresses in percentage terms how much the current year's EPS have improved or declined compared to the previous year's EPS. The EPS Growth YOY value shows how much a company's per share earnings have increased or decreased with respect to the prior period. A positive EPS Growth YOY indicates improved profit generation and invenstment performance over the prior year.

EPS Growth 3-yr cagr (kpi_earnings_growth_3yr_cagr)

This is the annual geometric average growth rate in EPS of the company for the trailing three-year period. It is equivalent to the annual EPS growth rate that would be required to generate the same EPS growth over the prior three-year time period. The CAGR Earnings per share growth rate shows how much a company's total income is growing or declining over a three-year period. A positive Earnings 3-yr CAGR growth indicates an improving ability to generate profit and increasing attractiveness as in investment.

EPS Growth 5-yr cagr (kpi_earnings_growth_5yr_cagr)

This is the annual geometric average growth rate in EPS of the company for the trailing five-year period. It is equivalent to the annual EPS growth rate that would be required to generate the same EPS growth over the prior five-year time period. The CAGR Earnings per share growth rate shows how much a company's total income is growing or declining over a five-year period. A positive Earnings 5-yr CAGR growth indicates an improving ability to generate profit and increasing attractiveness as in investment.

Operating Cash Flow (mil) (kpi_operating_free_cash_flow_mil)

The cash generated (in millions) from a company's core operations, which are anything considered to be the the company's primary business activities. Operating cash flow measures the cash generated by these activities prior to accounting for cash changes due to financing or investing activities.

Operating Cash Growth yoy (kpi_operating_free_cash_growth_yoy)

This is the company's growth rate in operating cash flow over the previous one-year period. It expresses in percentage terms how much the current year's operating cash flow has changed compared to the previous year's. A positive value may indicate operational improvement in the company's core lines of business or an increase in core business activities.

Operating Income (mil) (kpi_operating_income_mil)

An accounting term that expresses the revenue (in millions) generated from operating activities, minus various operating expenses. Operating activities and expenses pertain to those activities considered to be the company's core or primary business activities. Operating expenses often include employee wages and compensation; costs of services, goods, or inputs; selling, general, and administrative costs, and various overhead costs.

Operating Margin (kpi_operating_margin)

A measure of a business's operating profitability expressed as a percentage. It measures the proportion of revenue available to a company after paying those operating expenses that are most closely associated with the products and services sold have been deducted.

Net Income (mil) (kpi_net_income_mil)

This is the net earnings generated by a company over the course of a specified period of activity. Net income is essentially the sum total of all revenues less all expenses (including interest and tax expenses) for that period. It measures the company's overall profitability.

Net Margin (kpi_net_margin)

A business's overall profitability expressed as a percentage. It measures the proportion of revenue available to a company after paying all operating and non-operating expenses arising over the recording period.

Operating Cash Flow to Revenue (kpi_free_cash_flow_to_revenue)

A measure of a business's cash generating ability. It is the proportion of the operating cash generated relative to the sales revenues generated during that period. It is an indicator of how well a company can generate and collect cash with respect to their core operations.

Market Cap (mil) (kpi_market_cap_mil)

The market value of a company's equity outstanding, in millions. It is calculated as the price of a share of stock, multiplied by the total number of shares outstanding in the market.

Enterprise Value (mrq) (mil) (kpi_enterprise_value_mrq_mil)

A figure used to determine the overall value of a business. This is the Market Cap of a company, increased by total debt outstanding, reduced by the company's cash and cash equivalents.

Enterprise Value to Sales (kpi_enterprise_value_to_sales)

A value multiple relating the enterprise value of the company to its sales revenue. This is generally a performance measure of the company's ability to generate sales, or as a basis for comparative analysis.

Enterprise Value to Operating Income (kpi_enterprise_value_to_operating_income)

A value multiple relating the enterprise value of the company to its operating income. This is generally a performance measure of the company's potential to generate earnings through its core operations, or as a basis for comparative analysis.

P/E Ratio (ttm) (kpi_pe_ratio_ttm)

A price multiple relating the current share price of a company to its earnings per share that were generated over the previous twelve months. It shows the stock price in terms of the multiple of the previous twelve month's earnings. It is computed as Price per Share/Earnings per share. This is a commonly used profitability measure, and is a basis for comparative analysis. The ratio is not meaningful company with small or negative earnings.

Price to Sales (ttm) (kpi_price_to_sales_ttm)

A price multiple relating the current share price of a company to its Sales revenue per share that were generated over the previous twelve months. It shows the stock price in terms of the multiple of the previous twelve month's sales. This is a commonly used measure of a company's ability to generate sales, and is a basis for comparative analysis.

Price to Book (mrq) (kpi_price_to_book_mrq)

A ratio comparing a company's market value to its accounting book value. It is also equal to its stock price per share divided by its book value per share. The ratio is reflective of how the company is valued in the market versus its accounting net asset value. The measure is commonly used to evaluate earnings potential, liquidation considerations, and in value investing decision making.

Data Provider

Alta Bering

Alta Bering is a Data Curation and Business Analytics Company with its roots in management consulting and decision science. Alta Bering is based in British Columbia and also offers a visual business analytics platform called EPO to help solve complex business problems by using popular Machine Learning and statistical methods

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