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The previous email does not have the attahed file. This one does.
John,
I did a search and found your posts concerning IRL. I am concerned about not
being able to change symbol names. However, I will talk to Industry Monitors
tomorrow morning and ask them the questions below. Right now, I just need to
decide what product I should buy. Essentially, all I want is the product
which will give me the most profit potential. Which product, AAII or IRL,
has given you the best results?
I reread the AAII product info and it also seems to include industry groups.
Can you tell me how effective it is in telling you how each industry is
doing? Can you create industry indices as in IRL? Can you create industry
folders and update them as in the IRL product? I have copied the paragraph
from the AAII product description which covers this subject. I have also
attached the full AAII description of Stock Investor 2.1 as a text file for
anyone who is interested.
"Industry Comparisons
An experienced investor appreciates the value of examining industry
statistics and performing comparative analysis. Stock Investor provides
comprehensive information on general business sectors as well as specific
industries. Reports are available for each group, and you can screen for
standout companies in each industry."
I called Industry Monitors today and left a message on their system at
11:50am PT. No one called back. As with other companies I have dealt with,
such as Corel, their technical support is very poor.
I will have to call Industry Monitors at 8am PT (they only answer at this
time) in the morning and ask them the following questions. You don't have to
respond if it is too much bother. I will have them answer these questions:
1. If I copy all 8,000 stocks from the IRL CD to my hard drive, will I still
not be able to change the symbol names?
2. Do you simply delete the stock from the industry group? What about stock
splits?
3. Does this mean you must continue to buy the IRL CD's. If so, what do you
do with the data from the previous CD, delete it?
In a message dated 97-06-25 06:15:39 EDT, you write:
<< I happen to have both programs. I have received three CDs from AAII and I
have been trying to use IRL program about one month. You may have noticed a
couple of e-mails I sent to this group. If not please let me know and I will
forward them to you. I have observed from the past e-mails that a few others
in this group also have this IRL program. I would suggest you tell us what
you expect from this program and some of us with the proper knowledge will
attempt to answer them.
From my past e-mail I have not noticed any interest in or anyone
communicating about AAII stock data base program and its filtering within
this group.
>>
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
In a message dated 97-06-24 16:46:42 EDT, metastock-list@xxxxxxxxxxxxx
writes:
<< Read your mail about the first step of using fundamentals then technical
analysis. I am trying to use the AAII stock data base and filter out
desirable potential candidates for the technical analysis. If you wish to
explore more of this filtering process let me know. I also am interested in
what others are doing so please feel free to share if you will.
>>
This is to all MetaStock users:
My budget will allow me to buy ONE product: either
American Association of Individual Investors monthly CD-ROM (in August),
(800) 428-2244, or
Investor's Reference Library CD-ROM, (800) 863-1670.
Should I go the fundamentals route or should I go mostly the technical route?
With the AAII I can do searches with fundamental data and pick out the
highest quality stocks. With the IRL I can divide all US stocks into their
respective industry groups and automatically create indices. Both products
seem to give important information.
There is one thing I don't like about AAII. It doesn't give fundamentals on
all US stocks. From what I understand it's about 7,000. AAII gives earnings
estimates on even fewer companies, about 4,000. Recalling last year's price
patterns, a stock doesn't always need excellent fundamentals to increase in
price. Syquest is one example (short term). Which product should I
initially get?
Daniel.
<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
>>>>>>>>>>>>>>>>>>
In a message dated 97-06-20, you write:
I bought this program to generate indices with a selected group of stocks. I
wrote IRL to find out how to change a stock symbol and or name. As the e-mail
copy below states it is not possible and they are sorry if it is an
inconvenience. This becomes necessary to keep current names or and symbols.
Just wanted to alert others using this program of this shortcoming. Perhaps
if others find this need also, IRL may modify their program.
<<<<<<<<<<<<<<<<<<
Stock Investor helps you harness the power of your computer to improve your investment analysis. You can examine the in-depth company fundamentals of over 7,000 stocks or screen this large universe of stocks to find just a handful that match your personal investment criteria. Historical information includes up to 2 years of quarterly and 5 years of annual figures.
In-depth, Accurate, and Timely Data
Stock Investor covers U.S. and foreign companies traded on the New York Stock Exchange, American Stock Exchange, Nasdaq National Market, and Nasdaq Small Cap Market. Over 300 data fields are provided for each company, covering a vast range of fundamental and price data from income statements, balance sheets, and cash flow statements. Included are eight quarters of quarterly income statement and cash flow data, five years of annual income statement, cash flow and price information, and three years of annual balance sheet data. The fundamental and price data in Stock Investor is supplied by Market Guide from thousands of quarterly and annual SEC filings, annual reports, news periodicals, real-time news feeds, and other sources.
Consensus Earnings Estimates
In addition to supplying historical data, Stock Investor provides an insightful examination of the market's expectations of future earnings. Consensus earnings estimates from I/B/E/S are provided for over 4,000 companies that detail both near-term and long-term earnings estimates by analysts, the range of estimates, and the number of analysts tracking the company. Changes in earnings expectations can have a significant impact on a stock's price. Stock Investor includes the trend of earnings estimates from previous time periods and the number of analysts making upward or downward revisions.
Industry Comparisons
An experienced investor appreciates the value of examining industry statistics and performing comparative analysis. Stock Investor provides comprehensive information on general business sectors as well as specific industries. Reports are available for each group, and you can screen for standout companies in each industry.
Customized Fields
You can use any of the 300+ existing fields in Stock Investor to create up to 40 new fields of calculations, ratios, other variables that can be used for screening, ranking, viewing, printing, and exporting.
Flexible and Powerful Screening
Stock Investor includes a powerful, menu-driven screening function that allows you to take the large company database and narrow it down to a handful of stocks that match your investment criteria. You can use the power of Stock Investor to unmask the techniques of successful money managers and apply their criteria for screening. You may combine over 30 criteria using any of the data fields included in the program or any of your own custom fields. You can also share screens and data from Stock Investor with other users by using the helpful export function.
A Wide Range of Reports
Stock Investor comes complete with an array of pre-defined reports along with the flexibility to create your own custom reports. Reports range from a comprehensive examination of one company to a customized table comparing a list of stocks that have passed a screen.
Once you create a report and you want to use the information in another program such as a spreadsheet template, Stock Investor allows you to export virtually any combination of data and companies in all the popular file formats.
Security Ranking
The database can be ranked on any existing or customized field. This feature not only highlights interesting companies that may fit into your portfolio, but also can help to identify companies trending up or down on the criteria you feel is important.
Comprehensive Documentation
Stock Investor is supported by comprehensive documentation. The nearly 200-page user's guide provides step-by-step installation instructions, a hands-on guided tutorial that teaches you how to use the program, in-depth chapters explaining how to use each program feature in detail, and helpful appendixes that highlight interesting approaches to screening and provide troubleshooting assistance. Context-sensitive help is built into the program and is just a keystroke away. We publish a quarterly newsletter, Stock Investor News, highlighting tips on using the program. The AAII also maintains a forum on America Online that allows you to exchange ideas and tips with staff members and other users. And should you need help in using the program, our technical support staff is ready to answer your questions.
System Requirements
Stock Investor is available in either a Windows or DOS version in 3r" floppy disk or CD-ROM format. The DOS version requires an IBM-compatible 386 or better, with 35 MB of hard disk space, 3 MB of RAM, and a mouse. The Windows version requires a IBM-compatible 486 or better, with 35 MB of hard disk space, 8 MB of RAM, and Windows 3.1 or later including Windows '95.
No-Risk Offer
The AAII offers a complete refund of your subscription if you are in any way dissatisfied with Stock Investor during the subscription period.
Stock Investor Historical Articles On-line (CD Version Only)
One of the advantages of our CD version is the addition of articles from past AAII Journal and Computerized Investing issues that illustrate fundamental screening techniques. The articles can be viewed with all original tables and figures, including the screening criteria required to perform these screens in the Stock Investor program directly. The articles describe screening methods that look for high-growth potential, cash-rich firms, low price-earnings ratios, upward revisions in analyst earnings estimates, and stock market winners. Articles based on the methods of Peter Lynch, Graham and Dodd, T. Rowe Price, and the dividend yield are also included. Each article describes a fundamental screening technique and shows a list of stocks passing the screen when the article was researched.
Special Low AAII Member Price
With Stock Investor you can apply powerful stock analysis techniques to a large set of company information at an exceptionally low price. The data is updated quarterly by mail so that you can use current financial data to make your investment decisions without the need to update data on-line. The AAII member price is only $99 for a one-year subscription; the non-member price is $150 per year. To order Stock Investor call (800) 428-2244 or (312) 280-0170 and ask for Member Services. Orders can also be placed by mail: AAII, 625 N. Michigan Ave., Suite 1900, Chicago, IL 60611, or by fax at (312) 280-9883, or by E-mail at AAIIMembr@xxxxxxxx
rev 8/96
Stock Investor 2.1c
Field Definitions
Field
Database Name
Group
Type (Range)
Description
Note:
Some data fields contain the same type of information covering different time periods. For example, the data fields CA_Y1, CA_Y2, and CA_Y3 all contain data about a company's total current assets; CA_Y1 is the most recent fiscal year, CA_Y2 is one fiscal years back, and CA_Y3 is two fiscal years back.
The value of a data field for a specific company may contain a code rather than a number or text. This occurs either when no data exists, the data lacks meaning, or exceeds the range for that field. NA is displayed when this occurs.
# ------ A ------
ADR/ADS Stock
ADR
Company Info
Logical (T, F)
Indicates whether the security is an American depository receipt (ADR). A true (T) indicates that the security is an ADR.
Avg monthly volume
AVM_13W
Price & Share Data
Integer (0 to 999999.999)
Average monthly volume over the last 13 weeks.
# ------ B ------
Beta
BETA
Price & Share Data
Decimal number (-999.99 to 999.99)
Correlation coefficient of company measured against the S&P 500 index.
Book value/share
BVPS_Q1
Balance Sheet, Qtrly
Dollars per share (-9999.99 to 9999.99)
Book value per share, as reported in the most recent quarterly report.
Business
BUSINESS
Company Info
Character
Description of company's business line of business along with the summary of recent operating results.
# ------ C ------
Cash Q1
CASH_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total cash and marketable securities at the end of latest quarter.
Cash Y1, Y2, Y3
CASH_Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Total cash and marketable securities at the end of each of the three most recent, complete fiscal years.
Cash flow/share 12M
CFPS_12M
Income Statement, Ann'l
Dollars per share (-9999.99 to 9999.99)
Cash flow per share for the latest 12-month period. Cash flow is defined as the sum of income after taxes minus preferred dividends and general partner distributions plus depreciation, depletion, and amortization.
Cash flow/share Y1, Y2, Y3, Y4, Y5
CFPS_Y1, Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars per share (-9999.99 to 9999.99)
Cash flow per share for each of the five most recent, complete fiscal years. Cash flow is defined as the sum of income after taxes minus preferred dividends and general partner distributions plus depreciation, depletion, and amortization.
Cash flow/share Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
CFPS_Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (-9999.99 to 9999.99)
Cash flow per share for each of the eight most recent quarters. Cash flow is defined as the sum of income after taxes minus preferred dividends and general partner distributions plus depreciation, depletion, and amortization.
Cash flow grth rate Y3, Y5
CFPS_ G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound, annual increase or decrease in cash flow per share over the most recent three- and five-year periods.
City
CITY
Company Info
Character
City location of company.
Company
COMPANY
Company Info
Character
Name of company as specified in the company's charter.
Current assets Q1
CA_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total current assets at the end of latest quarter. Note: This item is not available for companies in the financial sector or for companies that do not distinguish between current and long-term assets and liabilities.
Current assets Y1, Y2, Y3
CA_Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Total current assets at the end of each of the three most recent, complete fiscal years. Note: This item is not available for companies in the financial sector or for companies that do not distinguish between current and long-term assets and liabilities.
Current liab Q1
CL_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total current liabilities at the end of latest quarter. Note: This item is not available for companies in the financial sector or for companies that do not distinguish between current and long-term assets and liabilities.
Current liab Y1, Y2, Y3
CL_Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Total current liabilities at the end of each of the three most recent, complete fiscal years. Note: This item is not available for companies in the financial sector or for companies that do not distinguish between current and long-term assets and liabilities.
Current ratio Q1
CURR_Q1
Ratios
Percent (-999.9 to 999.9)
The current ratio. It is computed by dividing short-term assets by short-term liabilities.
# ------ D ------
Date-Cur fiscal yr
DATE_EY0
Earnings Estimates
Date (YY/MM)
Date of the current fiscal year as tracked by I/B/E/S
Date Q1
DATE_Q1
Income Statement, Qtrly
Date (YY/MM)
Date of the last reported fiscal quarter.
Date Y1
DATE_Y1
Income Statement, Ann'l
Date (YY/MM)
Date of the last complete fiscal year.
Dividend grth rate Y3, Y5
DPS_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in dividends over the most recent three-, and five-year period.
Dividend, indicated
DPS_IND
Income Statement, Ann'l
Dollars per share (0.00 to 9999.99)
Indicated yearly dividend per share.
Dividend Qtrly Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
DPS_Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (0.00 to 9999.99)
Amount of dividend paid by company in each of the eight most recent, complete fiscal quarters.
Dividend yield
YIELD
Multiples
Percent (0.0 to 999.9)
Dividend yield; computed by dividing the indicated annual dividend by the most recent price.
Dividend yield
YIELD_A5Y
Multiples
Percent (0.0 to 999.9)
The average dividend yield over the last five years; computed by taking the average high and low yield for each of the last five years.
Dividend yield 5yr avg
YIELD_1T
Multiples
Percent (0.0 to 999.9)
Dividend yield; computed by dividing the indicated annual dividend one year ago by the price one year ago.
Dividend 12M
DPS_12M
Income Statement, Ann'l
Dollars per share (0.00 to 9999.99)
Total amount of dividends paid per share in the latest 12-month period.
Dividend Y1, Y2, Y3, Y4, Y5
DPS_Y1, Y2,Y3, Y4, Y5
Income Statement, Ann'l
Dollars per share (0.00 to 9999.99)
Dividends paid per share in the five most recent, complete fiscal years.
Dow stock
DOW
Company Info
Character (DI, DT, DU)
Indicates that the company is a component of one of the Dow Jones averages.
DI = Industrial
DT = Transportation
DU = Utility
DRP plan, Provides
DRP_AVAIL
Company Info
Logical (T, F)
Indicates if there is a dividend reinvestment program available.
# ------ E ------
EPS Grth Est
EPS_EG5
Earnings Estimates
Percent (-99.9 to 999.9)
Median (midpoint) of analysts' expected long-term (5-year) growth rate in earnings per share.
EPS Grth Est-Rev dwn
EPSDM_EG5
Earnings Estimates
Integers (0 to 99)
Number of revisions down during the last month for estimate of long-term growth in earnings per share.
EPS Grth Est-High
EPSH_EG5
Earnings Estimates
Percent (-99.9 to 999.9)
Highest estimated long-term growth rate in earnings per share.
EPS Grth Est-Low
EPSL_EG5
Earnings Estimates
Percent (-99.9 to 999.9)
Lowest estimated long-term growth rate in earnings per share.
EPS Grth Est-Est no
EPSN_EG5
Earnings Estimates
Integers (0 to 99)
Number of analysts providing estimates for the long-term growth rate in earnings per share.
EPS Grth Est-Rev up
EPSUM_EG5
Earnings Estimates
Integers (0 to 99)
Number of revisions up during the last month for estimate of long-term growth in earnings per share.
EPS Grth Est-Last mo
EPSPM_EG5
Earnings Estimates
Percent (-99.9 to 999.9)
Previous month's median estimate of the expected long-term growth rate in earnings per share.
EPS Est Y0
EPS_EY0
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Median (midpoint) earnings per share estimate for the current fiscal year.
EPS Est Y0-Rev down
EPSDM_EY0
Earnings Estimates
Integers (0 to 99)
Number of revisions down during last month for estimate of current fiscal year earnings per share.
EPS Est Y0-High
EPSH_EY0
Earnings Estimates
Dollars per share (-99.99 to 999.99)
High earnings per share estimate for the current fiscal year.
EPS Est Y0-Low
EPSL_EY0
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Low earnings per share estimate for the current fiscal year.
EPS Est Y0-Est no
EPSN_EY0
Earnings Estimates
Integers (0 to 99)
Number of analysts providing estimates for the current fiscal year.
EPS Est Y0-Rev up
EPSUM_EY0
Earnings Estimates
Integers (0 to 99)
Number of revisions up during the last month for estimate of current fiscal year earnings per share.
EPS Est Y0-Last mo
EPSPM_EY0
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Previous month's median (midpoint) earnings per share estimate for the current fiscal year.
EPS Est Y1
EPS_EY1
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Median (midpoint) earnings per share estimate for the next fiscal year.
EPS Est Y1-Rev down
EPSDM_EY1
Earnings Estimates
Integers (0 to 99)
Number of revisions down during the last month for estimate of next fiscal year earnings per share.
EPS Est Y1-High
EPSH_EY1
Earnings Estimates
Dollars per share (-99.99 to 999.99)
High earnings per share estimate for the next fiscal year.
EPS Est Y1-Low
EPSL_EY1
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Low earnings per share estimate for the next fiscal year.
EPS Est Y1-Est no
EPSN_EY1
Earnings Estimates
Integers (0 to 99)
Number of analysts providing estimates for the next fiscal year.
EPS Est Y1-Rev up
EPSUM_EY1
Earnings Estimates
Integers (0 to 99)
Number of revisions up during the last month for estimate of next fiscal year earnings per share.
EPS Est Y1-Last mo
EPSPM_EY1
Earnings Estimates
Dollars per share (-99.99 to 999.99)
Previous month's median (midpoint) earnings per share estimate for the next fiscal year.
EPS grth rate Y3, Y5
EPS_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in total earnings per share over the most recently reported three- and five-year periods.
EPS Qtrly Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
EPS_Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (-9999.99 to 9999.99)
Total earnings per share for each of the last eight fiscal quarters.
EPS 12M, Y1, Y2, Y3, Y4, Y5
EPS_12M, Y1, Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars per share (-9999.99 to 9999.99)
Total earnings per share for last 12-month period and each of the last five complete fiscal years.
EPS (cont) grth rate Y3, Y5
EPSCON_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in EPS from continuing operations over the most recently reported three- and five-year periods.
EPS (cont) Qtrly Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
EPSCON_Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (-9999.99 to 9999.99)
Quarterly EPS from continuing operations for each of the eight most recent, complete fiscal quarters.
EPS (cont) 12M, Y1, Y2, Y3, Y4,Y5
EPSCON_Y1, Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars per share (-9999.99 to 9999.99)
EPS from continuing operations for tha last 12-month period and for each of the five most recent, complete fiscal years.
Equity (common) Q1
EQUITY_Q1
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Common stock equity is the total equity minus preferred stock and redeemable preferred stock. This is also known as book value.
Equity (common) Y1, Y2, Y3
EQUITY_Y1,Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Common stock equity at the end of each of the three most recent, complete fiscal years. Common stock equity is the total equity minus preferred stock and redeemable preferred stock. This is also known as book value.
Exchange
EXCHANGE
Company Info
Character
(N, A, M, O)
Primary stock exchange where the company's shares are listed.
N = New York Stock Exchange
A = American Stock Exchange
M = Nasdaq National Market
O = Nasdaq Smallcap Market
# ------ F ------
Flash EPSCON
EPSCON_QEF
Income Statement, Qtrly
Dollar per share
(-9999.99 to 9999.99)
EPS from continuing operations as reported by the company, not yet filed with the SEC.
Flash Quarter
QTR_QEF
Income Statement, Qtrly
Integers (0 to 4)
Company fiscal quarter that corresponds with the prefiling number.
Flash Sales Per Shr
SPS_QEF
Income Statement, Qtrly
Dollars per share (0.00 to 9999.99)
Sales per share as reported by the company, not yet filed with the SEC.
Free cash flow/share 12M
FCFPS_12M
Income Statement, Ann'l
Dollars per share (0.00 to 9999.99)
Free cash flow per share for the latest 12-month period. Computed from the statement of cash flow as cash from operations minus capital expenditures and dividends paid.
Free cash flow/share Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
FCFPS_Q1, Q2, Q3, Q4, Q5,Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (0.00 to 9999.99)
Free cash flow divided by average shares outstanding over the eight most recent quarters.
Free cash flow/share growth rate Y3, Y5
FCFPS_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease over three- and five-year periods.
Free cash flow/share rate Y1, Y2, Y3, Y4, Y5
FCFPS_Y1, Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars per share (0.00 to 9999.99)
Free cash flow per share for each of the five most recent, complete fiscal years. Computed from the statement of cash flow as cash from operations minus capital expenditures minus dividends paid.
Fiscal year change
FYEARCHG
Dates
Date (YY/MM)
Month and year of fiscal year change.
# ------ G ------
Gr operating inc 12M, Y1, Y2, Y3,Y4, Y5
GOPINC_12M, Y1, Y2, Y3, Y4,Y5
Income Statement, Ann'l
Dollars in millions (-999999.9 to 999999.9)
Gross operating income for the latest 12-month period and for each of the five most recent, complete fiscal years. Computed by subtracting cost of goods sold from sales.
Gross margin 12M, Y1, Y2, Y3,Y4, Y5
GPM_12M, Y1, Y2, Y3, Y4, Y5
Ratios
Percent (-999.9 to 999.9)
Gross profit margin for the latest 12-month period and for each of the five most recent, complete fiscal years. Computed by dividing the gross operating income by the total sales for the same time period.
Gr inc grth rate Y3, Y5
GROINC_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in gross operating income over the most recently reported three- and five-year periods.
# ------ I ------
Industry
IND_4_DIG
Company Info
Four digit number
Company's four digit specific industry code.
Inventory turnover 12M
INVTRN_12M
Ratios
Decimal number (0.1 to 999.9)
Sales divided by inventory over the latest 12-month period.
# ------ L ------
Liab & equities Q1
TOTLOE_Q1
Balance Sheet, Qtrly
Dollars in millions (0.1 to 999999.9)
Total liabilities and equities for latest quarter.
Liab & equities, Y1, Y2, Y3
TOTLOE, Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Total liabilities and total equities at the end of each of the three most recent, complete fiscal years.
Long-term debt Q1
LTDEBT_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total long-term debt and capital leases at the end of latest quarter.
Long-term debt Y1, Y2, Y3
LTDEBT_Y1,Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Total long-term debt and capital leases at the end of each of the three most recent, complete fiscal years.
LT debt/tot cap Q1
LTD_TC_Q1
Ratios
Percent (0.0 to 1.0)
Long-term debt as a percentage of total capital. Total capital is defined as the sum of long-term debt, preferred equity, and equity.
# ------ M ------
Market cap
MKTCAP
Price & Share Data
Dollars in millions (0.1 to 999999.9)
Market capitalization; computed by multiplying last price by average number of shares of common stock outstanding during the latest quarter.
Moving avg 200D
MA_200D
Price & Share Data
Dollars per share (0.01 to 9999.99)
The average daily closing price for the last 200 trading days at the end of the latest quarter.
# ------ N ------
Net fixed assets Q1
NPPE_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Net fixed assets is property, plant, and equipment net of depreciation at the end of the latest quarter.
Net fixed assets Y1, Y2, Y3
NPPE_Y1, Y2,Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Net fixed assets is property, plant, and equipment net of depreciation at the end of each of the three most recent, complete fiscal years.
Net income 12M, Y1, Y2, Y3, Y4, Y5
NETINC_12M,Y1,Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars in millions (-999999.9 to 999999.9)
Net income is the income available to common shareholders after preferred dividends for the latest 12-month period and the end of the last five fiscal years.
Net inc grth rate Y3, Y5
NETINC_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in net income over the most recently reported three- and five-year periods.
Net margin 12M, Y1, Y2, Y3, Y4, Y5
NPM_12M,Y1, Y2,Y3, Y4, Y5
Ratios
Percent (-999.9 to 999.9)
Net profit margin for the latest 12 month-period and for each of the five most recent, complete fiscal years. Computed by dividing net income by total sales for the same period.
# ------ O ------
Optionable
OPTIONS
Company Info
Logical (T, F)
Indicates whether a security has exchange listed options.
Othr long-term asst Q1
OLTA_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Other long-term assets represent all long-term assets excluding fixed assets at the end of latest quarter.
Othr long-term liab
OLTL_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Other long-term liabilities at the end of latest quarter. This item consists of entries such as long-term deferred taxes, minority interest, and future policy benefits.
Othr long-term asst Y1, Y2, Y3
OLTA_Y1, Y2,Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Other non-current assets represent all long-term assets excluding fixed assets at the end of each of the three most recent, complete fiscal years.
Othr long-term liab Y1, Y2, Y3
OLTL_Y1, Y2,Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Other non-current liabilities at the end of each of the three most recent, complete fiscal years. This item consists of entries such as long-term deferred taxes, minority interest, and future policy benefits.
# ------ P ------
Payout ratio 12M, Y1, Y2, Y3, Y4, Y5
PAYOUT_12M, Y1, Y2, Y3, Y4, Y5
Ratios
Percent (-999.9 to 999.9)
Payout ratio for the latest 12-month period and each of the five most recent, complete fiscal years. Computed by dividing the dividend payments per share by the earnings per share for the same time period.
% of shrs insider
SHRINSD
Price & Share Data
Percent (0.0 to 100.0)
Percentage of shares oustanding held by inside investors. Inside owners consist of all officers and directors as a group plus beneficial owners who own more than five percent of the shares.
% of shrs inst
SHRINST
Price & Share Data
Percent (0.0 to 100.0)
Percentage of shares outstanding held by institutional investors.
PE
PE
Multiples
Decimal number (0.1 to 999.9)
Price to earnings ratio; computed by dividing the last price by earnings per share for the latest 12-month period.
PE 1 yr ago
PE_1T
Multiples
Decimal number (0.1 to 999.9)
The PE ratio one year ago.
PE 5yr avg
PE_A5Y
Multiples
Decimal number (0.1 to 999.9)
The average PE ratio over the last five years. Computed by averaging the high and low PE ratio for each of the last five years.
PE to EPS grth Y5
PE_TO_G5F
Multiples
Decimal number (0.1 to 999.9)
PE to EPS growth ratio; computed by dividing the PE ratio by the historical EPS growth rate for the most recent 5-year period.
Phone
PHONE
Company Info
Character
Telephone number of company's headquarters. For some foreign companies this may be the phone number of their U.S. headquarters.
Price/book
PBVPS
Multiples
Decimal number (0.1 to 999.9)
Price to book value ratio; computed by dividing the last (most recent) price by book value per share.
Price/book 5yr avg
PBVPS_A5Y
Multiples
Decimal number (0.1 to 999.9)
The average price to book value ratio; computed by averaging the high and low price-to-book value ratio for each of the last five years.
Price/book 1 yr ago
PBVPS_1T
Multiples
Decimal number (0.1 to 999.9)
The price to book value per share ratio one year ago.
Price/cash flow
PCFPS
Multiples
Decimal number (0.1 to 999.9)
Price to cash flow per share ratio; computed by dividing the most recent price by cash flow per share.
Price/cash flow 5yr avg
PCFPS_A5Y
Multiples
Decimal number (0.1 to 999.9)
The average price to cash flow per share ratio over the last five years. Computed by averaging the high and low price to cash flow per share ratio for each of the last five years.
Price/cash flow 1 yr ago
PCFPS_1Y
Multiples
Decimal number (0.1 to 999.9)
Price to cash flow per share ratio one year ago.
Price/free cash flow
PCFPS
Multiples
Decimal number (0.1 to 999.9)
Price to free cash flow per ratio; computed by dividing the most recent price by free cash flow per share.
Price/free cash flow 5yr avg
PCFPS_A5Y
Multiples
Decimal number (0.1 to 999.9)
The average price to free cash flow per ratio over the last five years. Computed by averaging the high and low price to free cash flow per share ratio for each of the last five years.
Price/free cash flow 1 yr ago
PCFPS_1T
Multiples
Decimal number (0.1 to 999.9)
Price to free cash flow one year ago.
Preferred stock Q1
PREF_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Preferred stock at the end of latest quarter.
Preferred stock Y1, Y2, Y3
PREF_Y1, Y2,Y3
Balance Sheet, Ann'l
Dollars in millions (0.0 to 999999.9)
Preferred stock equity at the end of each of the three most recent, complete fiscal years.
Price/sales
PSPS
Multiples
Decimal number (0.1 to 999.9)
Price to sales per share ratio; computed by dividing price by total sales per share.
Price/sales 5yr avg
PSPS_A5Y
Multiples
Decimal number (0.1 to 999.9)
The average price to sales ratio over the last five years. Computed by averaging the high and low price to sales per ratio for each of the last five years.
Price/sales 1 yr ago
PSPS_1T
Multiples
Decimal number (0.1 to 999.9)
Price to sales ratio one year ago.
Price
PRICE
Price & Share Data
Dollars per share (0.01 to 99999.99)
The closing price of the common stock at the end of the most recent quarter.
Price Q2, Q3, Q4, Q5
PRICE_Q2, Q3, Q4, Q5
Price & Share Data
Dollars per share (0.01 to 99999.99)
Closing price of common stock at end of each of the past five quarters.
Price Y1, Y2, Y3, Y4, Y5
PRICE_Y1, Y2,Y3, Y4, Y5
Price & Share Data
Dollars per share (0.01 to 99999.99)
Closing price of the common stock at the end of each of the five most recent, complete calendar years.
Price-high 52W
PRICEH_52W
Price & Share Data
Dollars per share (0.01 to 99999.99)
High price for the most recent 52-week period.
Price-high Y1, Y2, Y3, Y4, Y5
PRICEH_Y1, Y2, Y3, Y4, Y5
Price & Share Data
Dollars per share (0.01 to 99999.99)
High price during each of the five most recent, complete calendar years.
Price-low 52W
PRICEL_52W
Price & Share Data
Dollars per share (0.01 to 99999.99)
Low price for the most recent 52-week period.
Price-low Y1, Y2, Y3, Y4, Y5
PRICEL_Y1, Y2, Y3, Y4, Y5
Price & Share Data
Dollars per share (0.01 to 99999.99)
Low price during each of the five most recent, complete calendar years.
# ------ Q ------
Quick ratio Q1
QUICK-Q1
Ratios
Decimal number (0.1 to 9999.9)
Quick ratio; sum of cash, equivalents & receivables divided by short-term liabilities.
# ------ R ------
Rel strength 52W
RS_52W
Price & Share Data
Percent (-9999.9 to 99999.9)
52-week relative strength indicator versus S&P 500.
Return on assets last 12 mo
ROA_12M
Ratios
Percent (-999.9 to 999.9)
Return on assets; computed by dividing earnings per share for the latest 12-month period by total assets per share.
Return on equity last 12 mo
ROE_12M
Ratios
Percent (-999.9 to 999.9)
Return on equity (book value); computed by dividing earnings per share for the last 12-month period by equity (book value) per share.
# ------ S ------
Sales grth rate Y3, Y5
SALES_G3F, G5F
Growth Rates
Percent (-999.9 to 999.9)
Shows the compound annual increase or decrease in total sales over the most recently reported three- and five-year periods.
Sales 12M, Y1, Y2, Y3, Y4, Y5
SALES_12M,Y1, Y2, Y3, Y4, Y5
Income Statement, Ann'l
Dollars in millions (0.0 to 999999.9)
Total sales for the last 12-month-period and each of the five most recent, complete fiscal years.
Sector
SECTOR
Company Info
Integer (1 to 12)
Sector is the broad industry classification. Each company is listed in a broad and narrow industry. Refer to Industry Code Guide.
Shadow stock
SHADOW
Company Info
Character (T, F)
Shadow Stock indicator
Shares outstand'g Q1
SHR_AQ1
Price & Share Data
Shares in millions (0.0 to 999999.9)
The average number of shares of common stock outstanding during the latest quarter.
Shares outstand'g Y1, Y2, Y3, Y4, Y5
SHR_AY1, AY2, AY3, AY4, AY5
Price & Share Data
Shares in millions (0.0 to 999999.9)
The average number of shares of common stock outstanding during each of the five most recent, complete calendar years.
S&P stock
SP
Company Info
Logical (T, F)
Indicates that the company is a component of the S&P 500 Index.
Sales/share Qtrly Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
SPS Q1, Q2, Q3, Q4, Q5, Q6, Q7, Q8
Income Statement, Qtrly
Dollars per share (0.00 to 9999.99)
Total sales per share for each of the eight most recent quarters.
State
STATE
Company Info
Character
State location of company.
Street
STREET
Company Info
Character
Street address of company.
# ------ T ------
Ticker
TICKER
Company Info
Character
Stock ticker symbol.
Tot asst Q1
ASSETS_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total assets at the end of latest quarter.
Total assets Y1, Y2, Y3
ASSETS_Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.1 to 999999.9)
Total assets at the end of each of the three most recent, complete fiscal years.
Tot asst turnover Q1
TA_TRN_Q1
Ratios
Percent (0.0 to 9999.9)
Total asset turnover; computed by dividing total sales for latest 12-month period by the total assets for latest quarter.
Tot liab Q1
LIAB_Q1
Balance Sheet, Qtrly
Dollars in millions (0.0 to 999999.9)
Total liabilities at the end of latest quarter.
Total liabilities Y1, Y2, Y3
LIAB_Y1, Y2, Y3
Balance Sheet, Ann'l
Dollars in millions (0.1 to 999999.9)
Total liabilities at the end of each of the three most recent, complete fiscal years.
Tot liab/asst Q1
TL_TA_Q1
Ratios
Percent (0.0 to 9999.9)
Total liabilities to total assets for latest quarter.
# ------ U ------
User-defined fld 01-40
UDEF1-UDEF40
User-Defined Fields
na
Undefined or user-defined values.
# ------ V ------
Valuation-Avg PE
PEA_VAL
Valuations
Dollars per share (0.01 to 99999.99)
Valuation based on latest 12-month total EPS, earnings growth rate, and average P/E ratio over last 5 years.
Valuation-Avg P/cashflw
PCFPSA_VAL
Valuations
Dollars per share (0.0 to 99999.99)
Valuation based on latest 12-month total EPS, earnings growth rate, and average price per cash flow ratio over last 5 years.
Valuation-Avg P/free cashflw
PFCPSA_VAL
Valuations
Dollars per share (0.0 to 99999.99)
Valuation based on latest 12-month total free cash flow per share growth rate, and average price per free cash flow ratio over last 5 years.
Valuation-Avg P/sales per shr
PSPSA_VAL
Valuations
Dollars per share (0.0 to 99999.99)
Valuation based on latest 12-month total sales per share growth rate, and average price per sales ratio over last 5 years.
Valuation-P/cashflw
CFPS_VAL
Valuations
Dollars per share (0.01 to 99999.99)
Valuation based on price to cash flow multiple.
Valuation-P/div
DPS_VAL
Valuations
Dollars per share (0.00 to 99999.99)
Valuation based on indicated dividend, dividend growth, and price-to-dividend ratio.
Valuation-P/free cashflw
FCFPS_VAL
Valuation
Dollars per share (0.00 to 99999.99)
Valuation based on price to free cash flow multiple.
Valuation-PE
EPS_VAL
Valuations
Dollars per share (0.00 to 99999.99)
Valuation based on latest 12 months' total EPS, earnings growth rate, and P/E ratio.
Valuation-P/sales
SPS_VAL
Valuation
Dollars per share (0.01 to 99999.99)
Valuation based on latest 12-month sales per share, sales growth rate, and price-to-sales ratio.
# ------ Z ------
Zip
ZIP
Company Info
Character
Zip code of company
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