Fundamental Analysis Articles

  1. Exxon Mobil Stock: Capital Structure Analysis (XOM)

    Investigate Exxon Mobil's capital structure and understand how equity, debt capitalization and enterprise value interact ...
  2. Equity Winners Since the October 2007 Market Peak (HD, IBM)

    Learn about four stocks that have performed well since the market peak in October of 2007. Consider how these companies grow ...
  3. Target Corp: WACC Analysis (TGT)

    Learn about the importance of capital structure when making investment decisions, and how Target's capital structure compares ...
  4. High Yield Liquidity: High and Dry?

    Since the world’s investment banks were hit by a wave of new regulation following the 2007-09 financial crisis, the trading ...
  5. These States May Face Junk Muni Bond Defaults

    Puerto Rico may not be the only issuing authority to default on its bonds. Several states are also in trouble--some due to ...
  6. Ford Stock: Capital Structure Analysis (F)

    Learn where Ford is on its road to financial recovery, and how the company's capital structure contributes to the risk profile ...
  7. Sprint Stock: Capital Structure Analysis (S)

    Learn about Sprint's capital structure and how trends in pricing impact the company's market capitalization and enterprise ...
  8. Yahoo Stock: Capital Structure Analysis (YHOO)

    Learn about Yahoo's capital structure, including whether or not a decline in year-over-year earnings is leading the company ...
  9. Apple Stock: Capital Structure Analysis (AAPL)

    Learn about how Apple's common stock buyback strategy has impacted the company's capitalization profile and enterprise value ...
  10. Book Value Per Share for Banks: Is It a Good Measure? (WFC, BAC)

    Find out why bank stocks usually trade below book value per share, and understand how trading activities increase banks' ...
  11. Oil Production Up, Default Rates to Rise

    A round up of some of the week's most significant corporate events and news stories in Energy.
  12. Investing Opportunities to Consider Before the Second Half

    Markets today are characterized by low returns and lots of “me-too” trades, but it’s important to remember low return doesn’t ...
  13. GM Stock: Capital Structure Analysis

    Learn why GM's enterprise value increased, and get an update on the company's capital structure, including equity and debt ...
  14. IBM Stock: Capital Structure Analysis

    Learn about IBM's capital structure and why its market debt-to-equity ratio is lower than the rest of the industry, even ...
  15. Disney Stock: Capital Structure Analysis (DIS)

    Learn about Disney's capital structure and why the company can afford to be more aggressive with its current level of debt ...
  16. Facebook Stock: Capital Structure Analysis (FB)

    Analyze Facebook's capital structure to identify trends and atypical characteristics. Find out why the company uses equity ...
  17. 4 Cases When Companies May Deserve a Higher P/E Ratio (AMZN, ZBH)

    Find out why the price-to-earnings ratio is high for some companies. Learn about the impact of growth rates, acquisition ...
  18. Breaking Down XBI: 3 Components That Are Most Attractive

    Explore stocks from the SPDR S&P Biotech ETF, with consideration given to fundamentals and the status of drug candidates ...
  19. Money Management: 4 Things to Consider Before Trading Riskier Securities

    Learn about factors that every investor should consider before purchasing any risky security. Find out why suitability, liquidity ...
  20. Boeing Stock: Capital Structure Analysis (BA)

    Learn about Boeing's capital structure and how it used cash, debt and equity capital to finance a $6.7 billion stock repurchase ...
  21. 3 Red Flags for Value Stocks (KMI, FCX)

    Assess the components of Warren Buffett's value investing technique, and analyze the additional financial metrics to consider ...
  22. Fundamental Case Study: Is Amazon's Cash Flow Actually Solid? (AMZN)

    Review Amazon's cash flow situation, including its free cash flow yield, operating cash flow from organic growth and cash ...
  23. 2 Cases When Companies with Low P/E Ratios Are Unattractive (NIHD, ONP)

    Discover why you should ascertain why a stock has a lower price/earnings ratio than its industry's average before buying ...
  24. Chevron Stock: Capital Structure Analysis (CVX)

    Learn the nuances of multiple metrics that measure a firm's equity and debt capitalization, while determining Chevron's own ...
  25. Under Armour Stock: Capital Structure Analysis (UA)

    Learn about the recent trends relating to Under Armour’s capitalization structure, including total equity value, debt considerations ...
  26. Emotional Intelligence: 5 Lessons for Investors from Charlie Munger (BRK. A)

    Discover what fundamental investor and billionaire Charlie Munger says about emotional intelligence and why human psychology ...
  27. Starbucks Stock: Capital Structure Analysis

    Discover the capital structure analysis for Starbucks Corporation, and learn how it generated a 47% increase in enterprise ...
  28. Assessing the Value of the Roth IRA Conversion

    Learn how the interplay among an intricate web of factors in a Roth IRA determines the strategy’s potential value.
  29. Chipotle Stock: Capital Structure Analysis (CMG)

    Learn about the impact the foodborne illness outbreak had on Chipotle, how Chipotle operates with no debt, and details behind ...
  30. Do Presidential Politics Impact Markets?

    If you're wondering whether Republican presidents are better for markets than Democrats, or if the outcome of the election ...
  31. Tempted by Fallen Angels

    As a swathe of the commodities sector is stripped of its investment-grade ratings a few gems will inevitably get caught in ...
  32. Can Japanese Stocks Rise Again?

    This week’s chart shows how Japanese companies’ inflation expectations have been steadily declining in recent quarters, amid ...
  33. Matter of Debate: A Return to Small Cap Quality?

    To assess risks and opportunities in small caps, we tapped into the insights of two of Neuberger Berman’s small-cap equity ...
  34. Global Transportation: 3 Key Industry Players (BRK-A, AAL)

    Get information on some of the leading publicly-traded companies worldwide that are major players in the transportation industry.
  35. Tesla Stock: An Earnings Case Study (TSLA)

    Pay attention to whether Tesla’s quarterly vehicle deliveries continue to outweigh quarterly earnings and revenue from investors’ ...
  36. GE Stock: An Earnings Case Study

    Learn how General Electric Company has performed over the past eight quarters, and discover what trends analysts expect to ...
  37. UPS Stock: An Earnings Case Study

    Check out the analysis of earnings for United Parcel Service, including historical earnings, past analyst estimates and future ...
  38. GM Stock: An Earnings Case Study

    Explore GM's earnings history and outlook. Examine the factors that have influenced recent operating performance and analyst ...
  39. Top 4 Companies Owned by Costco (COST)

    Learn about the subsidiaries that help Costco Wholesale Corporation increase sales and profits. Consider how online sales ...
  40. Chevron Stock: An Earnings Case Study (CVX)

    Examine Chevron's recent, historical and forecast earnings, and find out how falling oil prices have impacted CVX's revenue ...
  41. A Window of Opportunity for Emerging Market Assets

    This week’s chart shows why we are in a sweet spot for emerging market (EM) assets with a weakening U.S. dollar, a rebound ...
  42. Ford Stock: An Earnings Case Study (F)

    Analyze Ford Motor's earnings history and outlook. Explore the revenue and expense trends that have heavily influenced profits ...
  43. Apple Stock: An Earnings Case Study (AAPL)

    Discover an earnings case study on Apple, and learn about its EPS and revenue growth rates, and what analysts are projecting ...
  44. Thoughts from John Hussman on Markets

    Find out what famed market forecaster John Hussman, who correctly called the 2000 and 2007 crashes, thinks about the current ...
  45. AMD: Advanced Micro Devices Earnings Case Study

    Read an earnings analysis of AMD. Discover its historical earnings, and get breakdowns of past and future analyst earnings ...
  46. Yahoo! Stock: An Earnings Case Study (YHOO)

    Discover the earnings analysis about Yahoo!, including comments on historical earnings and the breakdown of analysts' past ...
  47. Exxon Mobil Stock: An Earnings Case Study (XOM)

    Explore the recent earnings history of Exxon Mobil. What factors are influencing profits and what do analysts expect for ...
  48. 4 Challenges China Faces According to PIMCO

    Get the latest thoughts from Luke Spajic, executive vice president and portfolio manager in Singapore for PIMCO, on challenges ...
  49. Re-Emerging Markets?

    If you're wondering when will the emerging markets comeback be? Read on because is still young, but encouraging.
  50. Earnings Guide: 3 Insights to Consider in U.S. Markets (QCOM, V)

    Assess current earnings trends that affect financial decisions in today's volatile market, focusing on ratios, dividends ...
  51. Wal-Mart Stock: An Earnings Case Study (WMT)

    Examine Wal-Mart's earnings history and outlook. Analyze financial data to determine which factors are driving performance ...
  52. Alcoa vs. BHP Billiton: Which Is Better for My Portfolio?

    Obtain an up-to-date overview of BHP Billiton and Alcoa, Inc., two key players for investors seeking exposure to the aluminum ...
  53. Boeing Stock: An Earnings Case Study (BA)

    Check out the earnings analysis for Boeing, including the company's historical earnings and analysts' past and future earnings ...
  54. Microsoft Stock: An Earnings Case Study (MSFT)

    Examine Microsoft's historic and forecast earnings. Analyze the factors driving recent EPS performance and shaping consensus ...
  55. Value Investing: 5 Tips to Consider in 2016

    Read five tips for value investors to consider in 2016, including how to look beyond traditional metrics and when to expand ...
  56. Google Stock: An Earnings Case Study (GOOGL)

    Analyze Alphabet's recent and historical earnings. Learn about the business trends that influence financial results and analyst ...
  57. Amazon Stock: An Earnings Case Study (AMZN)

    Read this earnings analysis on Amazon, including comments on the company's historical earnings and breakdown of past and ...
  58. 4 Oil Companies Swimming in Debt to Avoid (HK, SWN)

    Discover which oil and natural gas companies American investors should avoid in 2016, and why the industry is awash with ...
  59. Global Energy: 3 Key Industry Players (SNP, XOM)

    Examine the stocks of some of the most important publicly traded companies in the critically important market sector of energy.
  60. Why Saudi Arabia Just Issued $10 Billion in Bonds

    Saudi Arabia has issued a $10 billion bond to global banks. The decision is part of a broader effort by the nation to liberalize ...
  61. 3 Highly Liquid Stocks Under $10 (RF, AUY, SIRI)

    Here are three stocks that would have made you some serious coin over the past three months. They're also highly liquid. ...
  62. Global Financials: 3 Key Industry Players (IDCBY, AXAHY)

    Take a look at three of the largest and most influential global companies that are leaders in the important financial services ...
  63. Ivanka Trump's Empire

    Ivanka Trump, Donald Trump's daughter, is a chip off the old block-and yet, totally not.
  64. EMC's 3 Most Profitable Lines of Business

    Get familiar with the different lines of EMC's cloud computing business, and have a complete look at which lines of its business ...
  65. Analyzing Youku Tudou's Return on Equity (YOKU)

    Learn about Youku Tudou's return on equity (ROE), and find out about China’s biggest competitors for online video services.
  66. What Happens to Bond ETFs in Stressed Markets?

    We are going to dive a little deeper today at how bond exchange traded funds (ETFs) fare when the markets are stressed.
  67. Who Are America's 7-Richest Senators?

    An overview of the seven wealthiest people in the U.S., and how they made their fortunes as well as a look at their various ...
  68. The Financial Future of PPL Corp's Spinoff, Talen Energy (TLN)

    Explore the financial prospects for Talen Energy, the resulting company from PPL Corporation's spinoff, including the impact ...
  69. Retail vs. Tech: How These Companies Use Working Capital

    Learn about the difference between retail and tech businesses' use of working capital and why working capital varies so widely ...
  70. The Key Ingredient Needed for Future Returns

    We discuss why company earnings, in today’s low-return environment, will be critical for generating gains.
  71. One Market Where Oil Doesn’t Really Matter Much

    If you are getting worried that your portfolio will be affected by the recent slide in oil and energy prices, keep reading. ...
  72. H&M: The Secret to its Success

    With 4000 stores worldwide and plans for 4000 more, find out how the Swedish fashion retailer has taken the ''fast fashion" ...
  73. SandRidge's 3 Key Financial Ratios (SDOC)

    Learn more about SandRidge Energy, Inc., a history of the company's performance and financial stability through key financial ...
  74. A Statistic About the U.S. Economy that May Surprise You

    Learn why many commentators seem to be pessimistically focused on the U.S. economy’s weak wage growth and manufacturing sector ...
  75. How to Get the Most out of Your HELOC

    A home equity line of credit allows you to leverage your home for different reasons. Here are three ways to get the most ...
  76. Do Liquid Alts Deliver During Volatile Markets?

    Have liquid alternative funds and ETFs delivered in this volatile stock market and over time? It depends.
  77. Where Will Currencies Go From Here?

    We discuss the factors behind these 3 trends: a rising U.S. dollar, a selloff in EM currencies and a weakening yuan, and ...
  78. Do You Believe in Central Bank Magic?

    There are credible explanations for the recent economic rally, but most importantly, central banks have added still more ...
  79. Best Ways to Get Free Credit Scores in 2016

    You've probably seen spammy ads offering the opportunity to check your credit score for "free." Well, not all credit score ...
  80. IAG vs. Air France-KLM: Why IAG is Flying High in Europe

    Find out why shares of IAG outperformed Air France in 2014 and 2015. Explore the important operational metrics and financial ...
  81. Analyzing Cliffs Natural Resources’ Return on Equity (CLF)

    Understand how declining sales, earnings and losses have affected Cliffs Natural Resources' ROE, and the lasting impact of ...
  82. The Ultimate Bull: Laszlo Birinyi's Bet on the S&P

    Find out about stock market guru Laszlo Birinyi's latest forecast and why he is so optimistic about the future of the stock ...
  83. Analyzing Ambarella's Return on Equity (AMBA, GPRO)

    Learn how Ambarella, Inc. ranks among its peers for return-on-equity performance and how it can be used to forecast performance ...
  84. Solar City's 3 Key Financial Ratios (SCTY)

    Learn about SolarCity Corporation and its three key financial ratios that will help you understand its business and financial ...
  85. How Is the Bank of Japan Monetizing Government Debt?

    With its massive QE program and more recent adoption of negative interest rates, it looks like the BOJ is monetizing the ...
  86. How Do the 5 Most Liquid ETFs, ETNs Perform?

    These highly liquid ETFs (and ETN) are extremely popular. Does popularity equal investment appreciation?
  87. When Volatility Taxes Your Patience & Your Portfolio

    Find out how municipal bonds can be an attractive source of after-tax income, no matter what your tax bracket.
  88. The Real Reason Markets Are Volatile

    Market watchers have thrown out many theories to explain the elevated volatility across asset classes, but here is a better ...
  89. 10 Companies With No Debt (DOX,NHTC,PAYX)

    These 10 companies have no debt, a big positive in today's economic environment. Three stand out above the rest.
  90. Analyzing Chesapeake Energy's Return on Equity (CHK, COP)

    Analyze Chesapeake Energy's ROE, and understand why declining revenues and mounting expenses have dropped the company's earnings ...
  91. Analyzing 3D Systems’ Return on Equity (DDD, SSYS)

    Find out how 3D Systems' ROE has changed over time and how it compares to peers. How have profitability, asset turnover and ...
  92. Analyzing ConocoPhillips’ Return on Equity (COP, XOM)

    Analyze the return on equity (ROE) of ConocoPhillips, and understand how falling earnings and margins amid low oil prices ...
  93. Understanding The Cash Conversion Cycle

    Find out how a simple calculation can help you uncover the most efficient companies.
  94. How To Analyze A Company's Financial Position

    Find out how to calculate important ratios and compare them to market value.
  95. The Difference Between Finance And Economics

    Learn the differences between these closely related disciplines and how they inform and influence each other.
  96. How To Use The P/E Ratio And PEG To Tell A Stock's Future

    While the price-to-earnings ratio is commonly used for assessing stock prices, the price/earnings-to-growth ratio offers ...
  97. Market Value Versus Book Value

    Understanding the difference between book value and market value is a simple yet fundamentally critical component to analyze ...
  98. The Top 5 Micro Cap Hardware Stocks for 2016 (DGII, UCTT)

    Discover five compelling microcap hardware stocks for 2016. Find out how growth outlook, valuation and analyst recommendations ...
  99. Analyzing FireEye's Return on Equity (FEYE, ANGI)

    Find out why FireEye had negative ROE in 2015. Learn how FireEye compares to peers on net profit margin, asset turnover ratio ...
  100. Why Millennial Women are Tuning into their Finances

    We take a closer look at sentiment among millennial women revealed some key differences when compared to millennial men and ...
Hot Definitions
  1. Cyclical Stock

    An equity security whose price is affected by ups and downs in the overall economy. Cyclical stocks typically relate to companies ...
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