Fundamentals

Appreciate the different methods used to describe how book value is "used up".

Get a piece of Warren Buffett's profit by using Form 13F to coattail his picks.

The most common types of price to earnings ratios are forward P/E and trailing P/E. Find out how they differ and the advantages and drawbacks of each.

Running financial analysis on a company or industry is a key skill every investor must learn and understand how to undertake without which an ineffective financial report and investment recommendation ensues.

Take a look at how this effective ratio can be influenced by certain critical factors.

The P/E ratio is a simple tool for evaluating a company, but no one ratio can tell the whole story.

Look at the big picture when choosing a company - what you see may really be a stage in its industry's growth.

We go over the concepts behind the excitement over the most important figure in the stock market.

Wall Street tends to focus on large cap stocks, leaving other stocks under-followed and undervalued.

A profit/loss plan helps investors recognize mistakes and invest logically, rather than emotionally.

If these numbers have you in the dark, these easy calculations should help light the way.

Discover the key elements of a good long-term investment and how to find them.

Getting big quickly looks good, but companies can get into trouble when they do it too fast. Find out how to spot this trouble.

Goodwill is more than just benevolence - it also refers to an accounting term frequently used in M&A. Learn more about it here.

Goodwill represents an acquisition amount over and above what the purchased firm’s net assets are deemed to be valued at on the balance sheet.

Learn more about this method used in inequity valuation and corporate finance.

If a company is strong enough to survive tough times, it is more likely to provide long-term value.

This straightforward ratio measures whether a company is efficient, money-making or neither.

Find out how to look at the big picture - even when the market's short-term outlook is less than rosy.

Find out how to analyze the way a company spends its money to determine whether there will be any money left for investors.

This calculation will serve up your portion of the shareholder pie.

To analyze retail stocks, investors need to be aware of the most common metrics used. Find out what they are.

Learn about this metric that measures a company's financial performance based on its residual wealth.

Find out how and why this performance metric is so valuable in analyzing stock.

ACOs have the components required to securitize. Can your health become an instrument that can be traded?

Learn how enterprise value can help investors compare companies with different capital structures.

A company's retained earnings matter. Be investment-savvy and learn how to analyze this often overlooked information.

Make informed decisions about your investments with these easy equations.

A careful review of a bank's financial statements can help you identify key factors in a potential investment.

These metrics can help you better understand the information found on balance sheets.

These figures can either shed light on a company's performance or skew it. Find out why.

Find out how to put this important component of equity analysis to work for you.

The metrics for the Statement of Cash Flows is best viewed over time.

CAPM is a model that describes the relationship between risk and expected return.

Here are some industry-impacting innovations that could potentially belong in the famed Carousel of Progress.

Understanding and analyzing OCI greatly improves financial analysis, especially for financial companies.

Sometimes positive announcements can mean bad news for a stock. Find out why.

Learn how to think big by investing in smaller stocks.

Often the most attractive companies are also a little fierce - learn how to spot healthy corporate aggression.

Here are some U.S. companies that have historically competed with one another for market supremacy.

Formulas, functions and features you need to know when using Excel for financial analysis.

Learn more about this way of valuing a company or an asset based on an underlying perception of its true value.

The investing world loves to talk about fundamentals, but do you know what it means?

Otherwise known as Earnings Before Interest, Taxes, Depreciation and Amortization. Learn more about this indicator of a company's financial performance.

Outstanding shares refers to stock that is currently held by investors, including shares held by the public, and restricted shares that are owned by company officers and insiders. The number of outstanding shares can change in response to such events as the company issuing new shares, repurchasing existing ...

Helium is a non-renewable resource in an industry dominated by an unusual infrastructure.

More common risk theories can lead to missed opportunities. Find out how margin of safety can propel your portfolio.