Fundamentals

  1. How can I calculate the cash ratio of a company in Excel?

    Find out more about the cash ratio, what the cash ratio measures and how to calculate a company's cash ratio using Microsoft ...
  2. How do I calculate the combined ratio in Excel?

    Find out more about the incurred ratio, what it measures and how to calculate the combined ratio of an insurance company ...
  3. Distinguish A Stock Price Correction With A Price Trend

    We explain how you can use trend lines to help avoid market corrections.
  4. 7 Bankrupt Companies That Came Back

    Bankruptcy is often the end of a company – until it isn't.
  5. Too Late To Invest In EM?

    Investors have flocked to developing markets amid continued low U.S. interest rates & hopes of further economic stimulus ...
  6. How do I use ratios to perform a financial analysis?

    Learn which ratios are used in fundamental analysis. Find out how analysts measure company performance and financial health ...
  7. What types of information does one need to perform a thorough financial analysis?

    Understand what types of information an analyst needs to examine for a thorough financial analysis, and learn how to use ...
  8. How do I calculate the capital to risk weight assets ratio for a bank in Excel?

    Learn more about the capital to risk-weighted assets ratio and how to calculate a bank's capital adequacy ratio using Microsoft ...
  9. How is the short interest of a company related to a short squeeze of a company?

    Learn about the short interest and short squeeze, how to determine if a stock is a short squeeze candidate and how short ...
  10. What is the best ETN for trading mid-cap stocks?

    Explore the world of exchange-traded notes (ETN) and some of the potential risks involved for investors. Find out how ETNs ...
  11. Why Investment Bank IPO Valuations Go Wrong

    The costly services of investment banks don’t necessarily guarantee accuracy in IPO pricing.
  12. What are the key differences between pro forma statements and GAAP statements?

    Learn the key differences between pro forma and GAAP statements. Review examples and cautionary notes about reliance on pro ...
  13. What are some examples of risk management techniques?

    Understand what risk management is in business and why it is a necessary component of ongoing business planning, and review ...
  14. How can you calculate Book Value Of Equity Per Share (BVPS) in Excel?

    Learn about the book value of equity per share, what it measures and how to calculate a company's book value of equity per ...
  15. Why should I consider looking for the A.M. Best rating before investing in an insurance ...

    Find out about the rating system that A.M. Best uses to provide financial strength ratings for companies in the insurance ...
  16. How can you calculate a company's coverage ratio in Excel?

    Learn about coverage ratios, what the interest coverage ratio measures and how to calculate a company's interest coverage ...
  17. What is the average price-to-book ratio in the insurance sector?

    Learn about the average price-to-book, or P/B, ratio for an insurance sector and understand issues analysts face when comparing ...
  18. What metrics are most commonly used to evaluate companies in the insurance sector?

    Learn about insurance-specific issues in valuation and which metrics are most commonly used to evaluate companies in the ...
  19. What is the difference the operating cash flow ratio and solvency ratio?

    Learn about the operating cash flow ratio and the solvency ratio, what they measure, and the difference between the operating ...
  20. When might an analyst take an overweight position in a particular stock?

    Discover when an analyst might take an overweight position on a stock. Overweight rating indicates that the analyst has a ...
  21. How can I calculate the operating cash flow ratio on Excel?

    Learn about the operating cash flow ratio, what it measures and how to calculate the ratio in Microsoft Excel.
  22. Which financial statement can I find noncurrent assets on?

    Find out more about noncurrent assets, the three main types of noncurrent assets and which financial statement includes noncurrent ...
  23. How does fundamental analysis differ from technical analysis?

    Learn about the differences between technical analysis and fundamental analysis, such as how these investment strategies ...
  24. How can I calculate the forward p/e of the S&P 500?

    Learn how forward P/E is calculated for the S&P 500. Forward P/E is an important metric appropriate for changing market conditions.
  25. What items on the balance sheet are most important in fundamental analysis?

    Read about which balance sheet items are considered most important for fundamental analysis, including cash, current liabilities ...
  26. What is an alternative ratio to forward p/e?

    Discover the most commonly used alternative equity evaluation ratio to the forward P/E ratio, and the relative advantages ...
  27. What items on the income statement are considered in fundamental analysis?

    Find out which items in the income statement are considered in fundamental analysis. How do investors use revenue, profit ...
  28. What does a high capital employed imply about risk?

    Learn what capital employed indicates about a company's operational risk level, and how the return on capital employed can ...
  29. Is it better to use fundamental analysis, technical analysis or quantitative analysis ...

    Understand the difference between fundamental, technical and quantitative analysis, and how each measurement helps investors ...
  30. What does the forward p/e indicate about a company?

    Explore the forward price to earnings ratio and learn its significance and how it compares to the traditional price to earnings ...
  31. How can I calculate degree of operating leverage on Excel?

    Find out more about the degree of operating leverage, what the ratio measures and how to calculate the degree of operating ...
  32. What is the difference between carrying value per share and earnings per share?

    Learn about the main differences between carrying value per share, also known as book value of equity per share, and earnings ...
  33. What is the best managed fund for trading mid-cap stocks?

    Explore mid-cap managed fund investments, and learn more about how to evaluate potential mid-cap funds before investing. ...
  34. Why should I dig further if I find a company has positive cash flow from investing ...

    Understand why it's important to dig into a company's sources and uses of cash if it has a positive cash flow from investing ...
  35. Why is an increase in capital stock on a company's balance sheet a bad sign for stockholders?

    Understand what capital stock represents for a company and understand the significance for investors when a company initiates ...
  36. When is it better to use unlevered beta than levered beta?

    Understand what a security's unlevered beta and levered beta measure, and learn which one is more accurate in measuring a ...
  37. Is it wise for a company to have heavy cash flow investing activities outside of ...

    Learn if it's wise for a company to have heavy cash flow from investing activities outside of its capital expenditures. Understand ...
  38. How does product pricing affect gross profit and EBITDA?

    Learn about how changes in product pricing can affect a company's revenue and profitability, including examples of this effect ...
  39. How do I determine cash flow investing activities for a publicly traded company?

    Learn how cash flows from investing activities are calculated, which sources and uses of cash are included in this section, ...
  40. How should I evaluate a company with negative cash flow investing activities?

    Understand how a negative cash flow from investing activities should be evaluated. Learn the sources and uses of cash in ...
  41. How can I use cash flow investing activities to determine if a company is growing?

    Learn how to use the sources and uses of a company's cash flow from investing activities to determine whether that company ...
  42. What Makes Apple Inc. So Valuable?

    Apple is the most valuable company in the world by a landslide. How did it get there and will it stay on top?
  43. Are These the Top 3 Value Stocks of 2015?

    A look at three value plays for the long-term investor.
  44. What is the average annual return in the utilities sector?

    Explore facts about the popular utilities sector and discover what the average annual return for the sector has been over ...
  45. What is considered an accretive acquisition?

    Learn about accretion and dilution in mergers and acquisitions. What makes a deal accretive, and how is earnings per share ...
  46. What is the difference between forward p/e and trailing p/e?

    Understand the difference between the trailing P/E ratio, which is the standard price-to-earnings calculation, and the forward ...
  47. What are some alternatives a company can attempt prior to resorting to liquidation?

    Learn the different alternatives that a company may pursue prior to liquidation. All of these options have their advantages ...
  48. Free Cash Flow vs EBITDA: Which Should You Analyze?

    FCF and EBITDA are two ways of looking at the earnings of a business. EBITDA might be better for comparison purposes, while ...
  49. How can I use value chain analysis to evaluate investment decisions?

    Understand how an investor can use value chain analysis to evaluate an investment decision. Learn what activities add value ...
  50. What is the difference between carrying value and fair value?

    Learn about the carrying value and fair value of assets and liabilities, what the carrying and fair value measure and the ...
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