Glossary

Website-specific terms
Value champs
Companies with dividend growths well-above inflation and healthy cash flow vs. payout ratios
Growth champs
Companies that generate profit on employed capital most efficiently.
Return on capital employed (ROCE) is a financial ratio that can be used in assessing a company's profitability and capital efficiency. In other words, this ratio can help to understand how well a company is generating profits from its capital as it is put to use.

How to Calculate the Return on Capital Employed?
The formula for ROCE is as follows: ROCE = EBIT / Capital Employed
where :
EBIT = Earnings before interest and tax
Capital Employed = Total assets - Current liabilities

Dividend champs
Dividend-paying stocks are very popular with investors because they provide a regular, steady stream of income. Companies that experience big cash flows, and don't need to reinvest their money are the ones that normally pay out dividends to their investors.

What Is Dividend Yield?
The dividend yield, expressed as a percentage, is a financial ratio (dividend/price) that shows how much a company pays out in dividends each year relative to its stock price.

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Analyze your portfolio with ease. Add your symbols and we will do the rest. Compare historical profitability, dividends, growth rates, book values, payout ratio and so on, in easy to understand tables.
Value investing
An investment strategy that involves picking stocks that appear to be trading for less than their intrinsic or book value.
Fundamental analysis
Measuring a security's intrinsic value by examining related economic and financial factors.
Robust company
A business that will operate without failure and produce positive results under a variety of conditions.

Financial terms and abbreviations used in the tables
Company
Company name
Symbol
A stock symbol is a unique series of letters assigned to a security for trading purposes.
Price
Stock price
Book Value Per Share
Book value per share (BVPS) is the ratio of equity available to common shareholders divided by the number of outstanding shares. This figure represents the minimum value of a company's equity and measures the book value of a firm on a per-share basis.
When a stock is undervalued, it will have a higher book value per share in relation to its current stock price in the market.
Dividend Yield
The dividend yield, expressed as a percentage, is a financial ratio (dividend/price) that shows how much a company pays out in dividends each year relative to its stock price.
DIVY and AVG3Y(DGR)
The sum of dividend yield and average dividend growth of the last 3 years. Expressed as a percentage, that shows how much expected profit could be realized for you in a year.
PE Ratio
The price-to-earnings ratio (P/E ratio) is the ratio for valuing a company that measures its current share price relative to its per-share earnings (EPS). The price-to-earnings ratio is also sometimes known as the price multiple or the earnings multiple.
Generally speaking, a high P/E ratio indicates that investors expect higher earnings. However, a stock with a high P/E ratio is not necessarily a better investment than one with a lower P/E ratio, as a high P/E ratio can indicate that the stock is being overvalued.
Stock Sale and Purchase
Negative value means repurchase, positive value means stock issuance in the last 3 years.
The formula for ROCE is as follows:
Proceeds from Issuance of Common Stock - Payments for Repurchase of Common Stock
ROCE
TTM: Trailing 12 months
ROCE: Return on capital employed (ROCE) is a financial ratio that can be used in assessing a company's profitability and capital efficiency. In other words, this ratio can help to understand how well a company is generating profits from its capital as it is put to use.

How to Calculate the Return on Capital Employed?
The formula for ROCE is as follows: ROCE = EBIT / Capital Employed
where :
EBIT = Earnings before interest and tax
Capital Employed = Total assets - Current liabilities

FCF Payout
Safety of the dividend
TTM: Trailing 12 months
FCF: Free cash flow is the cash that a company generates from its normal business operations after subtracting any money spent on capital expenditures.

The formula for FCF is as follows: Operating Cash Flow - Capital Expenditures

The formula for Free Cash Flow Payout is simply Annual Dividend Per Share divided by Free Cash Flow Per Share.
Dividend Coverage Ratios allow analysts to evaluate the safety of a company’s dividend. Many investors concentrate on the dividend yield but don’t give sufficient attention to the safety of that dividend. I like to see a percentage of 90% or less. If this number is consistently high, or greater than 100%, it indicates that the firm is paying out more in dividends than it's free cash.
Over- or Undervalued
How good is the current dividend yield compare to the 5 year average of the dividend yield. Positive value means overvalued. Nagative value means undervalued.
AVG DIVY 5 years
The 5 year average of the dividend yield
AVG DIVY YYYY
The average of the dividend yield in that year
Payout ratio
The payout ratio is a financial metric showing the proportion of earnings a company pays its shareholders in the form of dividends, expressed as a percentage of the company's total earnings.
Payout ratio EPS
The formula as follows: DPS / Diluted EPS TTM
DPS = Dividend Per Share
EPS = Earnings Per Share
TTM: Trailing 12 months
Dividend
Dividend Per Share.
A dividend is a distribution of profits by a corporation to its shareholders.
EST: Estimated value (based on the last dividend value)
NTM: Next twelve months
DGR
The Dividend Growth Rate (DGR) is the percentage growth rate of a company's dividend.
EST: Estimated value (based on the last dividend value)
NTM: Next twelve months
EV To EBITDA
The enterprise value (EV) to earnings before interest, taxes, depreciation, and amortization ratio (EV/EBITDA) compares the value of a company—debt included—to the company’s cash earnings less non-cash expenses.
It's best to use the EV/EBITDA metric when comparing companies within the same industry or sector.
Just like the P/E ratio (price-to-earnings), the lower the EV/EBITDA, the cheaper the valuation for a company.
For example, many investors look for companies that have both low valuations using P/E and EV/EBITDA and solid dividend growth.
EV To Revenue
The enterprise value-to-revenue multiple (EV/R) is a measure of the value of a stock that compares a company's enterprise value to its revenue. EV/R is one of several fundamental indicators that investors use to determine whether a stock is priced fairly.
The lower the better, in that, a lower EV/R multiple signals a company is undervalued.
Dividend Per Share
Dividend Per Share.
A dividend is a distribution of profits by a corporation to its shareholders.
Diluted EPS TTM
EPS = Earnings Per Share
Earnings per share (EPS) and diluted EPS are profitability measures used in the fundamental analysis of companies. EPS takes into account a company's common shares, whereas diluted EPS takes into account all convertible securities, such as convertible bonds or convertible preferred stock, which are changed into equity or common stock.
Analyst target price
Target price based on the opinion of analyst
Price To Book Ratio
Companies use the price-to-book ratio (P/B ratio) to compare a firm's market capitalization to its book value. It's calculated by dividing the company's stock price per share by its book value per share (BVPS)
Week High 52
The 52 week high is the highest price at which a stock, has traded during the time period that equates to one year.
Week Low 52
The 52 week high is the lowest price at which a stock, has traded during the time period that equates to one year.
Day Moving Average 50
The 50-day moving average is one of the most commonly used indicators in stock trading. It averages 50 periods of a stock. The 50-day MA is a psychological level, which acts as a support and resistance
Day Moving Average 200
The 200-day moving average is represented as a line on charts and represents the average price over the past 200 days or 40 weeks. The moving average can give traders a sense regarding whether the trend is up or down, while also identifying potential support or resistance areas
Percent Insiders
Insider Ownership Percentage can be used by investors to measure the outlook senior management has on their company.
A higher percentage is typically viewed by an investor as a positive for the company, since management would in theory hold a higher percentage of shares if the company's outlook was bright.
Forward Annual Dividend Rate
A forward dividend is the company's current stock price that it expects to pay out as dividends over a year.
Forward Annual Dividend Rate
A forward dividend yield is the percentage of a company's current stock price that it expects to pay out as dividends over a year.
Pay Date
The pay date refers to the date that any declared stock dividends are due to be paid out to shareholders of record as of the ex-date. Investors who purchased their stock before the ex-dividend date are eligible to receive dividends on the payable date.
Ex-Dividend Date
The ex-dividend date for stocks is usually set one business day before the record date. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend.
Last Split Factor
2:1 means the dividend was cut by half. ex. The board of EPD decreased their dividend by half in 2014-08-22. (from $0.7200 to $0.3650) None: means there was no dividend cut in the past.
Last Split Date
The date when the dividend was cut.
PEG Ratio
The price/earnings to growth ratio (PEG ratio) is a stock's price-to-earnings (P/E) ratio divided by the growth rate of its earnings for a specified time period. The PEG ratio is used to determine a stock's value while also factoring in the company's expected earnings growth, and it is thought to provide a more complete picture than the more standard P/E ratio.
As a general rule, a PEG ratio of 1.0 or lower suggests a stock is fairly priced or even undervalued. A PEG ratio above 1.0 suggests a stock is overvalued.
Revenue Per Share TTM
TTM: Trailing 12 months
Revenue per share is a ratio that computes the total revenue earned per share over trailing twelve months (TTM). It is calculated by dividing total revenue by average total shares outstanding.
Price To Sales Ratio TTM
TTM: Trailing 12 months
The price-to-sales ratio (Price/Sales or P/S) is calculated by taking a company's market capitalization (the number of outstanding shares multiplied by the share price) and divide it by the company's total sales over the past 12 months.
A low ratio could imply the stock is undervalued, while a ratio that is higher-than-average could indicate that the stock is overvalued.
Price Per Revenue Per Share TTM
TTM: Trailing 12 months
The Price per revenue per share is calculated by taking a company's market capitalization (the number of outstanding shares multiplied by the share price) and divide it by the company's total revenue over the past 12 months.
A low ratio could imply the stock is undervalued, while a ratio that is higher-than-average could indicate that the stock is overvalued.
Gordon Model
NTM: next 12 months
The Gordon Model (GGM) is a method for the valuation of stocks. Investors use it to determine the relationship between value and return.
The calculation does not consider the market conditions and is only applicable to dividend-paying assets.
Value is best between 3% and 5%.
ROE
TTM: Trailing 12 months
Return on equity (ROE) is a measure of financial performance calculated by dividing net income by shareholders' equity.
ROE is considered a measure of the profitability of a corporation in relation to stockholders’ equity.
As a shortcut, investors can consider an ROE near the long-term average of the S&P 500 (14%) as an acceptable ratio and anything less than 10% as poor.
The formula for ROCE is as follows:
Return on Equity = Net Income / Shareholders’ Equity
Download Date
Most of the calculated rates change after quarterly reports of companies. Stock price related ratios change every 30 min, like dividend yield, price. Download date means when were quarterly reports refreshed.