Glossary of Financial Terms

We provide here a list of all the ratios that you can currently use in your own custom screens.

Profile
- Is Primary Listing (Is Primary Listing)
Price History
- 10 Day Average Volume (10d Avg Vol)
- 10 day vs 3 month average volume (% 10d vs 3m Vol)
- 3 Month Avg Volume (3m Avg Vol)
- 5 Year Price Change (%) (% 5y Price Chg)
- 50d Moving Average vs 200 Day Moving Average (% 50dMA / 200dMA)
- Absolute Strength, 1 Month (% Price Chg 1m)
- Absolute Strength, 1 Year (% Price Chg 1y)
- Absolute Strength, 3 Month (% Price Chg 3m)
- Absolute Strength, 3 Year (% Price Chg 3y)
- Absolute Strength, 6 Month (% Price Chg 6m)
- Beta (Stock) (Beta)
- Bid Offer Spread (basis points) (Spread (bps))
- No. of years consecutive share price increases (Price Streak)
- Price (Close) (Price (Close))
- Price vs. 10 Yr High % (% vs. 10 Yr High)
- Price vs. 130 Day Moving Average (%) (% 130d MA)
- Price vs. 200 Day Moving Average (%) (% 200d MA)
- Price vs. 50 Day Moving Average (%) (% 50d MA)
- Price vs. 52 Week High % (% vs. 52w High)
- Price vs. 52 Week Low % (% vs. 52w Low)
- Relative Strength 1 Month (RS 1m)
- Relative Strength, 1 Year (RS 1y)
- Relative Strength, 3 Months (RS 3m)
- Relative Strength, 6 Months (RS 6m)
Growth
- Book Value % Growth, TTM (NAV Gwth %)
- Book Value 3y CAGR (BV 3y CAGR %)
- Book Value Per Share, 5 Year CAGR (NAV PS 5y CAGR %)
- Book Value, 5 Year CAGR (BV 5y CAGR %)
- Book Value, LT CAGR (NAV LT CAGR %)
- Capital Expenditure 3y CAGR (Capex 3y CAGR %)
- Capital Expenditure, 5y CAGR (Capex 5y CAGR %)
- Cash and Short Term Investments, 5 Year CAGR (Cash 5y CAGR %)
- Diluted EPS (Normalised), 10 Year CAGR (Graham - 3 Yr Avg) (Graham EPS 10y CAGR % (3y Avg))
- Diluted Weighted Average Shares, 5 Year CAGR (Shares 5y CAGR %)
- Diluted Weighted Avg Shares, YOY Chg (Shares % Chg)
- DPS % Growth, Trailing 12m (DPS Gwth %)
- DPS 3y CAGR (DPS 3y CAGR)
- Earnings per Share Growth % over Last Interim Period (EPS Gwth % Q on Q)
- Earnings per share growth %, Last Year (EPS Gwth % (Last Year))
- Earnings per Share Growth %, Rolling 1y Forecast (EPS Gwth % Rolling 1y)
- Earnings per Share Growth %, Rolling 2y Forecast (EPS Gwth % Rolling 2y)
- Earnings per Share Growth %, Trailing 12m (EPS Gwth %)
- Earnings per Share Growth %,, 1 Year Ago (EPS Gwth % 1y Ago)
- Earnings per Share Growth %,, 2 Years Ago (EPS Gwth % 2y Ago)
- Earnings per Share Growth %,, Last Interim Period versus Prior Year Period (EPS Gwth % Q on PYQ)
- Earnings per Share Growth Forecast % (EPS Gwth % Forecast 1y)
- Expected Return (Historic Gwth) (Exp. Return (Hist Gwth))
- Expected Return (Sustainable Gwth) (Exp. Return (Sust Gwth))
- Free Cash Flow, 5 Year CAGR (FCF 5y CAGR %)
- Net Income, 5 Year CAGR (Net Income 5y CAGR %)
- No. of years consecutive dividend growth (Div Gwth Streak)
- No. of years consecutive dividends paid (Div Streak)
- No. of years consecutive EPS Growth (EPS Gwth Streak)
- No. of years consecutive sales growth (Sales Gwth Streak)
- Normalised Earnings per Share 3y CAGR (EPS 3y CAGR %)
- Normalised Earnings per Share, 10 Year CAGR (EPS 10y CAGR %)
- Normalised Earnings per share, 5 Year CAGR (EPS 5y CAGR %)
- Operating Cashflow, 5 Year CAGR (OCF 5y CAGR %)
- Operating Profit % Growth, Last Year (Operating Profit Gwth %, Last Yr)
- Operating Profit Growth %, Trailing 12m (Op Profit Gwth %)
- Operating Profit, Trailing 12m (Op Profit)
- Sales % Growth, Last Interim Period vs Prior Year Period (Sales Gwth % Q on PYQ)
- Sales % Growth, Trailing 12m (Sales Gwth %)
- Sales (Average - Last 3 Years) (Sales 3y Avg)
- Sales Growth Forecast Rolling (Sales Gwth % Rolling 2y)
- Sales Growth Rolling (Sales Gwth % Rolling 1y)
- Sales, 3 Year CAGR (Sales 3y CAGR %)
- Sales, 5 Year CAGR (Sales 5y CAGR %)
Valuation
- Asset Growth, Trailing 12m (Asset Gwth %)
- Average Price to Earnings (Normalised), Last 5 Years (P/E 5y Avg)
- Ben Graham & James Rea Deep Value Score (Graham Deep Value Score)
- Benjamin Graham Multiplier (Graham Multiplier)
- Earnings Yield, Last Year (Earnings Yield % Last Yr)
- Earnings Yield, Trailing 12m (Earnings Yield %)
- EV / Free Cash Flow, Trailing 12m (EV / FCF)
- EV / Sales, Trailing 12m (EV / Sales)
- EV/ EBITDA, TTM (EV/ EBITDA)
- Gross Profit to Assets (Gross Profit to Assets)
- Long Term Debt, Trailing Twelve Months (Long Term Debt)
- Magic Formula Percentile, Trailing 12m (Magic Formula Rank %)
- Magic Formula Ranking, TTM (Magic Formula Rank)
- Net Debt to Market Cap, Trailing 12m (Net Debt / Price)
- Operating Cashflow Yield %, Trailing 12m (OCF Yield %)
- Price Earnings to Growth + Yield, Rolling (PEGY Rolling)
- Price Earnings to Growth + Yield, Trailing 12m (PEGY TTM)
- Price to 10 Year Average Earnings (Graham & Dodd P/E (CAPE))
- Price to 3 Year Average Earnings (P/3y Avg Earnings)
- Price to 6 Year Average Earnings (P/6y Avg Earnings)
- Price to Book Value, TTM (P/B)
- Price to Cash (P/Cash)
- Price to Cash Flow Growth, TTM (P/CF Gwth)
- Price to Cash Net of Burn, Trailing 12m (Price to Cash Net of Burn)
- Price to Earnings (Normalised) Rolling (P/E Rolling)
- Price to Earnings Rolling, 2 Years Ahead (P/E Rolling 2y)
- Price to Earnings, Rolling 1 Year Ahead (P/E Rolling 1y)
- Price to Earnings, Trailing 12m (P/E)
- Price to Free Cash Flow, TTM (P/FCF)
- Price to NCAV, Last Year (P/NCAV, Last Yr)
- Price to NCAV, Trailing 12m (P/NCAV)
- Price to Net Cash, Trailing 12m (P/Net Cash)
- Price to Net Debt, Trailing 12m (P/Net Debt)
- Price to Net Net Working Capital, Trailing 12m (P/NNWC)
- Price to Operating Cash Flow, Trailing 12m (P/OCF)
- Price to P/Cash Net of Current Liabilities, Trailing 12m (P/Cash Net of Current Liabs)
- Price to Pre Tax Earnings, Trailing 12m (P/PTE)
- Price to Research, Trailing 12m (P/R)
- Price to Sales, TTM (P/S)
- Price to Tangible Book Value, TTM (P/TB)
- Price/Earnings to 5 year Growth Rate (PEG (5y Gwth))
- Price/Earnings to Growth (Jim Slater Definition) (PEG Slater)
- Price/Earnings to Growth Ratio, Rolling (PEG Rolling)
- Price/Earnings to Growth, Trailing 12m (PEG TTM)
- Research & Development Growth, Trailing 12m % (R&D % Growth)
- Research & Development to Assets, TTM (R&D to Assets)
- Research & Development to Sales, TTM (R&D to Sales)
- Risk Adjusted Price Earnings to Growth, Rolling (PEGR Rolling)
- SIC1 Classification Code (SIC1 Code)
Financial Strength
- Altman Z1-Score, Trailing 12m (Altman Z Score (1))
- Altman Z2-Score, Trailing 12m (Altman Z Score (2))
- Assets to Equity Ratio, Last Year (Assets/Equity, Last Year)
- Assets to Equity Ratio, Trailing 12m (Assets/Equity)
- Beneish M Score 1 Year Ago (Beneish M Score 1y Ago)
- Beneish M-Score, 2 Years Ago (Beneish M Score 2y Ago)
- Beneish M-Score, Last Year (Beneish M Score)
- Beneish M-Score, Trailing (Beneish M Score TTM)
- Cash / Assets, Last Interim Period (Cash / Assets)
- Current Ratio, Trailing 12m (Current Ratio)
- Debt To Assets, Trailing 12m (Debt To Assets)
- Free Cash Flow / Long Term Debt, Prior Trailing 12m (FCF / LT Debt PTTM)
- Free Cash Flow / Long Term Debt, Trailing 12m (FCF / LT Debt)
- Gross Gearing % (Gross Gearing %)
- Gross Gearing % (ex Intan) (Gross Gearing % (ex Intan))
- Interest Cover, Trailing 12m (Interest Cover)
- Long Term Debt to Assets, , Trailing 12m (LT Debt / Avg Assets)
- Long Term Debt to Assets, Trailing 12m (LT Debt / Assets)
- Long Term Debt to Equity, Trailing 12m (LT Debt / Equity)
- Montier 'Cooking the Books' C-Score, Trailing 12m (Montier C-Score)
- Net Debt to Equity, Trailing 12m (Gearing %)
- Net Debt to Tangible Assets, Trailing 12m (Net Debt / Tang Assets)
- Net Debt to Tangible Equity, Trailing 12m (Gearing % ex Intan.)
- Piotroski F-Score, Trailing 12m (Piotroski F-Score)
- Tangible Assets to Equity Ratio, Trailing 12 Months (Tang. Assets/Equity)
Per Share Items
- Capital Expenditure Per Share, Trailing 12m (Capex PS)
- Cash and Short Term investment Per Share, Trailing 12m (Cash PS)
- Free Cash Flow Per Share, Trailing 12m (FCF PS)
- Net Cash Per Share, Trailing 12m (Net Cash PS)
- No. of years consecutive profits (EPS Streak)
- No. of years of EPS Increases in last decade (10y EPS Increases)
- Normalised Earnings per share 5 years ago (EPS 5y ago)
- Normalised Earnings per Share, Trailing 12m (EPS)
- Normalised EPS, 6 Yr Average (EPS 6y Avg)
- Operating Cash Flow Per Share, Trailing 12m (OCF PS)
- Operating Cashflow Per Share (GBP), Trailing 12m (OCF PS £)
- Sales Per Share, Trailing 12m (Sales PS)
Profitability
- Accrual Ratio, Trailing 12m (Accrual Ratio)
- Cash Return On Invested Capital %, Last Year (CROIC %, Last Year)
- Free Cash Flow/ Sales %, Trailing 12m (FCF/ Sales %)
- Gross Margin %, 5 Yr Average (Gross Mgn % 5yr Avg)
- Gross Margin %, Prior Trailing 12m (Gross Mgn % Prior TTM)
- Gross Margin %, Trailing 12m (Gross Mgn %)
- Net Margin %, 1 Year Ago (Net Mgn % 1y Ago)
- Net Margin %, 5 Yr Average (Net Mgn % 5y Avg)
- Net Margin %, Prior Trailing 12m (Net Mgn % PTTM)
- Net Margin %, Trailing 12m (Net Mgn %)
- Operating Margin %, 5 Yr Average (Op Mgn % 5y Avg)
- Operating Margin %, Trailing 12m (Op Mgn %)
- Return on Average Assets, 5 Yr Average % (ROA % 5y Avg)
- Return on Average Assets, Trailing 12m % (ROA %)
- Return on Capital Employed %, TTM (ROCE %)
- Return on Capital Employed, 5 Yr Average (ROCE % 5y Avg)
- Return on Capital Employed, Prior Trailing 12m (ROCE % PTTM)
- Return on Capital, Trailing 12m (ROCE % Greenblatt)
- Return on Equity, 2 Years Ago (ROE % 2y Ago)
- Return on Equity, 2y Prior Trailing 12m (ROE % PPTTM)
- Return on Equity, 5 Yr Average (ROE % 5y Avg)
- Return on Equity, Prior Trailing 12m (ROE % PTTM)
- Return on Equity, Trailing 12m (ROE %)
- Return on Invested Capital %, Trailing 12m (ROIC %)
Analyst Forecasts
- Analyst Long Term Gwth Forecast, Mean (Long Term Gwth Forecast %)
- Broker Consensus (1=buy, 5=sell) (Broker Consensus)
- Discount from Broker Price Target (%) (% Price Target)
- DPS Surprise %, Last Yr (DPS Surprise %, Last Yr (beta))
- EPS FY1 % Upgrade, Last 3 Months (% 3m EPS Upgrade FY1)
- EPS FY1 % Upgrade, Last Month (% 1m EPS Upgrade FY1)
- EPS FY2 % Upgrade, Last 3 Months (% 3m EPS Upgrade FY2)
- EPS FY2 % Upgrade, Last Month (% 1m EPS Upgrade FY2)
- EPS Surprise %, Last Quarter (EPS Surprise %, Last Quarter)
- EPS Surprise %, Last Yr (EPS Surprise %, Last Yr)
- No. of Broker Estimates (# Estimates)
- No. of Broker Hold Recs (# Hold Recs)
- No. of Broker Outperform Recommendations (# Outperform Recs)
- No. of Broker Sell Recs (# Sell Recs)
- No. of Broker Underperform Recs (# Underperform Recs)
- No. of Brokers Buy Recommendations (# Buy Recs)
- No. of Brokers Covering Company (# Brokers)
- No. of EPS Downgrades FY2 (Last Month) (# Downgrades (1m))
- No. of EPS Downgrades FY2 (Last Week) (# Downgrades (1w))
- No. of EPS Upgrades (Last Week) (# 1w Upgrades )
- No. of EPS Upgrades FY2 (Last Month) (# 1m Upgrades)
- Sales Surprise %, Last Year (Sales Surprise %, Last Yr)
Balance Sheet Statement
- Cash & Short Term Investments, Trailing 12m (Cash & ST Inv)
- Net Current Asset Value (NCAV)
- Net Debt to Assets, Trailing 12m (Net Debt / Assets)
- Net Debt, Trailing 12m (Net Debt)
- Working Capital (Working Capital)
Cashflow Statement
- Free Cash Flow, 1 Year Ago (FCF 1y Ago)
- Free Cash Flow, 2 Years Ago (FCF 2y Ago)
- Free Cash Flow, 3 Years Ago (FCF 3y Ago)
- Free Cash Flow, Trailing 12m (FCF)
- Operating Cash Flow / EPS, Trailing 12m (OCF / EPS TTM)
- Operating Cashflow, Trailing 12m (OCF)
Income Statement
- Basic EPS Incl. Extraordinaries, Trailing 12m (Basic EPS Incl. Extraords)
- Diluted EPS (Normalised), Prior Trailing 12m (EPS PTTM)
- EBITDA Margin, 5 Yr Average (EBITDA Mgn 5y Avg)
- EBITDA Margin, Trailing 12m (EBITDA Mgn %)
- EBITDA, Trailing 12m (EBITDA)
- Net Income before Extraordinaries, Trailing 12m (Net Income before Extraords)
- Operating Profit - 1 yr ago (Op Profit 1y ago)
- Operating Profit - 2 yrs ago (Op Profit 2y ago)
- Operating Profit - 3 yrs ago (Op Profit 3y ago)
- Operating Profit - 4 yrs ago (Op Profit 4y ago)
- Operating Profit - 5 yrs ago (Op Profit 5y ago)
- Retained Earnings Per Share, Trailing 12m (Retained Earnings PS)
- Total Revenue, Trailing 12m (Sales (Local))
- Total Sales, Prior Trailing 12m (Sales PTTM)
Miscellaneous
- No. of Bargain Screens Qualified for (# Screens (Bargain))
- No. of Growth Screens Qualified for (# Screens (Growth))
- No. of Income Screens Qualified for (# Screens (Income))
- No. of Momentum Screens Qualified for (# Screens (Momentum))
- No. of Quality Screens Qualified for (# Screens (Quality))
- No. of Screens Qualified for (# Screens (Long))
- No. of Short Selling Screens Qualified for (# Screens (Short))
- No. of Value Screens Qualified for (# Screens (Value))
Dividends
- Dividend Cover (Div Cover)
- Dividend Cover Rolling (Div Cover Rolling)
- Dividend Cover Rolling, 1 Year Ahead (Div Cover Rolling 1y)
- Dividend History (Div History)
- Dividend Payout Ratio %, Trailing 12m (Payout Ratio %)
- Dividend Yield, 5 Yr Average of Highs (Geraldine Weiss) (Yield % 5y High Avg (Weiss))
- DPS % Growth, 1 Year Ago (DPS Gwth % 1y Ago)
- DPS % Growth, 2 Years Ago (DPS Gwth % 2y Ago)
- DPS 5 Year CAGR (DPS 5y CAGR %)
- DPS Decreases (DPS Decreases)
- DPS Increases (DPS Increases)
- DPS Rolling, 1 Year Ahead (DPS Rolling 1y)
- DPS Rolling, 2 Years Ahead (DPS Rolling 2y)
- DPS, 5 Yr Average (DPS 5y Avg)
- DPS, Trailiing 12m (DPS)
- Yield % 5 Yr Average (Yield % 5y Avg)
- Yield % Rolling (Yield % Rolling)
- Yield % Rolling, 1 Year Ahead (Yield % Rolling 1y)
- Yield % Rolling, 2 Years Ahead (Yield % Rolling 2y)
- Yield %, Trailing 12m (Yield %)
Size
- Enterprise Value (Local Currency) (EV)
- Enterprise Value £m (EV £m)
- Free Float % (Float %)
- Market Cap (GBP) (Mkt Cap £m)
- Market Cap (Local Curr) (Mkt Cap (Local))
- Number of Shares (Shares)
- Total Sales (£m) (Sales £m)
StockRanks
- Stockopedia CompositeRank (Composite Rank)
- Stockopedia GrowthRank (Growth Rank)
- Stockopedia MomentumRank (Momentum Rank)
- Stockopedia QualityRank (Quality Rank)
- Stockopedia ValueRank (Value Rank)

Glossary of Financial Terms

Profile

Price History

Growth

Valuation

Financial Strength

Per Share Items

Profitability

Analyst Forecasts

Balance Sheet Statement

Cashflow Statement

Income Statement

Miscellaneous

Dividends

Size

StockRanks

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