Besides what you have listed above, I like to do a lot of comparisons to peers in the rest of their industry. So when I see an insurance company trading at 1/2 their shareholders' equity and the industry average is 1x, that is interesting.
I also like to see figures such as returns on invested capital (EBIT/NWC+PP&E), ROE, ROA, and things such as gross margins vs operating margins.
I like when I can get both EBIT and EBITDA relatively quickly as well.
I really really like to see how the numbers have developed and changed over time. If you go onto Morningstar you can get data on key figures over a 10 year period. You can find some really useful trends by looking at that data.
I do a lot of quick math when looking at a stock too. Such as calculating FCF and seeing what it versus the stock price (so P/FCF or FCF/P for yield).
Our tool also calculates how much your stock is worth, so to be able to combine that with a relative value approach would be pretty powerful. We're adding it to the list!
We calculate Cash ROIC, not ROIC, because we believe cash is king. We'll take a look at ROE & ROA, but we also calculate FCF yield. When comparing gross to operating, what insight are you seeking to gain?
Yeah, Morningstar has solid data like that. We're planning to analyze how shareholders' equity & free cash flow have grown (or shrank) over the past 10 years.
Shoot me an email. It's in my profile. Or tweet @vurudotco . Your feedback would be great as we move forward!
Besides what you have listed above, I like to do a lot of comparisons to peers in the rest of their industry. So when I see an insurance company trading at 1/2 their shareholders' equity and the industry average is 1x, that is interesting.
I also like to see figures such as returns on invested capital (EBIT/NWC+PP&E), ROE, ROA, and things such as gross margins vs operating margins.
I like when I can get both EBIT and EBITDA relatively quickly as well.
I really really like to see how the numbers have developed and changed over time. If you go onto Morningstar you can get data on key figures over a 10 year period. You can find some really useful trends by looking at that data.
I do a lot of quick math when looking at a stock too. Such as calculating FCF and seeing what it versus the stock price (so P/FCF or FCF/P for yield).