Fundamental Analysis Articles

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  1. The Difference Between CAPEX and Current Expenses

    Learn the difference between capital expenditures, or CAPEX, and current expenses, and find out why they are treated differently ...
  2. How to calculate the current ratio in Excel

    Understand the basics of the current ratio, including its use in assessing a company's liquidity and learn how it is calculated ...
  3. Key metrics for analyzing food and beverage stocks

    Learn about some of the most commonly used performance metrics investors use to evaluate and analyze companies in the food ...
  4. How to use Excel as a general accounting ledger

    Follow these steps to set up a general ledger accounting system in Excel. A small business can use Excel as a substitute ...
  5. The Equity-Risk Premium: More Risk For Higher Returns

    Learn how the expected extra return on stocks is measured and why academic studies usually estimate a low premium.
  6. All About EVA

    Looking for a formula to determine whether a company is creating wealth? Time to learn all about economic value added.
  7. Off-Balance-Sheet Entities: An Introduction

    The theory and practice of these entities varies greatly. Investors need to learn what they're getting into.
  8. How Risk Free Is the Risk-Free Rate of Return?

    This rate is rarely questioned—unless the economy falls into disarray.
  9. Useful metrics for evaluating bank stocks

    Learn which metrics are most useful to evaluate companies in the banking sector and the issues when comparing them across ...
  10. Market Reversals and How to Spot Them

    Learn what market reversals are and a method that can be used to spot and trade them, called the sushi roll strategy.
  11. The Advantages And Disadvantages Of The CAPM Model

    CAPM, while criticized for its unrealistic assumptions, provides a more useful outcome than either the DDM or WACC in many ...
  12. Watch for trends in average collection period

    Discover why average collection period can be a particularly important accounting ratio to watch for a company that relies ...
  13. 10 Common Finance Terms Every Newbie Needs To Know

    In order to get a better understanding of what you read in markets news, we’ll briefly explore the terms you commonly encounter.
  14. How to Analyze a Company's Financial Position

    Find out how to calculate important ratios and compare them to market value.
  15. The Top Nike Shareholders (NKE)

    Learn about the history of Nike Inc. and the top shareholders who continue to benefit from the company's explosive success.
  16. The Top 4 J.C. Penney Shareholders

    Discover J.C. Penney 's top four individual shareholders.
  17. The Top Tesla Shareholders

    Discover the largest individual shareholders of Tesla Motors, and learn about their backgrounds and how much their shares ...
  18. The Top 3 Netflix Shareholders (NFLX)

    Discover the top three owners of Netflix shares, and learn how the 30-person startup grew into a global streaming network ...
  19. The Top 4 Yelp Shareholders (YELP)

    Read about the top major direct holders of Yelp Inc., and learn about the backgrounds of these shareholders and the numbers ...
  20. The Top 5 Rite Aid Shareholders

    Learn about the top five major direct shareholders of Rite Aid Corporation, and learn about these shareholders' positions ...
  21. What Is Cash Flow From Investing Activities?

    Cash flow from investing is listed on a company's cash flow statement and includes any inflows or outflows of cash from a ...
  22. SEC Filings: Forms You Need To Know

    The forms companies are required to file provide a clear view of their histories and progress.
  23. The Optimal Use Of Financial Leverage In A Corporate Capital Structure

    The amount of debt and equity that makes up a company's capital structure has many risk and return implications.
  24. What Is A Corporate Credit Rating?

    Is the bond you're buying investment grade, or just junk? Find out how to check the score.
  25. How To Use Price-To-Sales Ratios To Value Stocks

    Take a look at how this effective ratio can be influenced by certain critical factors.
  26. 5 Common Trading Multiples Used In Oil And Gas Valuation

    Before you decide to invest in oil and gas, you should understand these multiples.
  27. Business forecasting: Understanding the basics

    Discover the methods behind financial forecasts and the risks inherent when we seek to predict the future.
  28. Using Open Interest to Find Bull/Bear Signals

    Volume should inform your use of this indicator in confirming trends and reversals.
  29. How Prime Day Impacts Amazon Stock

    Here's how the AMZN stock moved on the success of Prime Day in the past.
  30. The Top 3 Chevron Shareholders

    Learn about the major shareholders, including individuals, institutional investors and mutual funds, of Chevron Corporation ...
  31. The Top 3 Exxon Mobil Shareholders

    Learn about the three largest individual shareholders of Exxon Mobil stock and Rex Tillerson.
  32. The Top 4 Starbucks Shareholders (SBUX)

    Howard Schultz may have stepped down as CEO, but he remains one of the coffee juggernaut's largest shareholders--for now. ...
  33. The Top 3 American Airlines Shareholders (AAL)

    Find out about the major individual, institutional and mutual fund shareholders of American Airlines Group Inc.
  34. Accounting guidelines for contingent liabilities

    Learn how the Financial Accounting Standards Board, or FASB, treats the recognition, estimation and disclosure of contingent ...
  35. Finding the returns on incremental invested capital

    Discover how to calculate a company's return on incremental invested capital, or ROIIC. See how ROIIC differs from traditional ...
  36. The Top General Motors Shareholders (GM)

    Discover General Motors’ top three direct shareholders. Learn about how many shares they hold and obtain a brief description ...
  37. Typical debt-to-equity (D/E) ratios for the utilities sector

    Learn the typical debt-to-equity ratios for companies in the utilities sector, and discover how this measure of financial ...
  38. The Top 4 General Electric Shareholders (GE)

    Here are the top shareholders of General Electric.
  39. The Top 5 Microsoft Shareholders (MSFT)

    The largest individual holders of Microsoft shares remain the company's founders as well as previous and current top management.
  40. The average price-to-earnings ratio in the retail sector

    Find out about the retail sector's average price-to-earnings ratio, or P/E ratio, and average P/E for companies in the seven ...
  41. Understanding Periodic vs. Perpetual Inventory

    An overview of the two primary inventory accounting systems.
  42. Interested In Pharmaceutical Stocks? Try Novartis (ADR)

    Novartis AG, is the world's leading pharmaceutical company by sales. Here is a closer look at Novartis, and how its financials ...
  43. 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 ...
  44. Trailing-Stop Techniques

    The important decision to exit a position must be based on more than emotion if you want to be a disciplined trader.
  45. Income, Value, and Growth Stocks

    Investors who buy stocks generally seek one of three criteria: undervalued holdings (value stocks), growth potential (growth ...
  46. Low-Risk vs. High-Risk Investments for Beginners

    Understanding risk is key to better investing. Learn how to determine where risk lies and the difference between low risk ...
  47. Comparing P/E Ratio, EPS and Earnings Yield

    P/E ratios may be the established standard for valuation, but earnings yields are especially useful for comparing returns ...
  48. Analyzing a bank's financial statements

    In this article, you'll get an overview of how to analyze a bank's financial statements and the key areas of focus for investors ...
  49. 5 must-have metrics for value investors

    In this article, we outline the five ratios that can help value investors find the most undervalued stocks in the market.
  50. Why Do Companies Care About Their Stock Prices?

    A company's stock price reflects the company's earnings potential, its future viability, determines management compensation ...
  51. Reading the Balance Sheet

    Learn about the components of the statement of financial position and how they relate to each other.
  52. 3 Types of Analysts: Which is Best for You?

    Which type of analyst fits your needs? Different clients require different research reports. Find out here which analyst ...
  53. How inflation and unemployment are related

    How can inflation affect unemployment, and vice versa? Here, we examine the relationship between wage inflation, consumer ...
  54. Understanding financial liquidity

    Financial liquidity comes into play for companies, your personal finances, investing, and the financial markets. However, ...
  55. The difference between finance and economics

    Learn the differences between these closely related disciplines and how they inform and influence each other.
  56. Celgene's 3 Key Financial Ratios (CELG)

    Learn about Celgene Corporation and its key financial ratios, such as the debt-to-equity (D/E) ratio, operating margin and ...
  57. Analyze cash flow the easy way

    Learn the key components of the cash flow statement, how to analyze and interpret changes in cash, and what improved free ...
  58. How to choose the best stock valuation method

    There are many valuation methods available to investors, each with unique characteristics. Here, we'll explore the most common ...
  59. Methods used in valuing private companies

    There are a few methods for calculating the valuation of a private company. By using financial information from peer groups, ...
  60. Calculating volatility: A simplified approach

    Though most investors use standard deviation to determine volatility, there's an easier and more accurate way of doing it: ...
  61. Calculating covariance for stocks

    Covariance can help you calculate how two stocks might move together and help you in building a diversified investment portfolio.
  62. Internal rate of return: An inside look

    The internal rate of return can be used to measure an compare capital projects, stock buyback programs, and investments to ...
  63. How to calculate your investment return

    How much are your investments actually returning? The method of calculation can make a significant difference in your true ...
  64. How to calculate required rate of return

    The required rate of return is used by investors and corporate-finance professionals to evaluate investments. In this article, ...
  65. 12 things you need to know about financial statements

    Before investing, discover 12 characteristics of financial statements that can help you evaluate companies and increase your ...
  66. How To Use The P/E Ratio And PEG To Tell A Stock's Future

    The P/E ratio is used to calculate stock price valuation. However the PEG ratio includes earnings growth and can provide ...
  67. Understanding Rights Issues

    It's important to know why a company is offering a rights issue, what the capital will be used for, and the options available ...
  68. Market value versus book value

    Understanding book value and market value is helpful in determining a stock's valuation and how the market views a company's ...
  69. How to calculate the ROI on a rental property

    The return on a real estate investment can vary greatly, depending on how the property is financed, the rental income, and ...
  70. Key Financial Ratios for Restaurant Companies

    These 7 financial ratios provide insight into the profitability of a restaurant, prospective longevity of the business and ...
  71. Starbucks as an example of the value chain model

    A value chain is a series of activities or processes that aims at creating and adding value to an article at every step during ...
  72. Are stocks with low P/E ratios always better?

    Is a stock with a lower P/E ratio always a better investment than a stock with a higher one? The short answer is no. The ...
  73. Understanding Stock Prices and Values

    Find out why a stock with a six-figure share price can still be a good value.
  74. Dividend facts you may not know

    Dividends are one way in which companies "share the wealth" generated from running the business. Discover the issues that ...
  75. The 4 basic elements of stock value

    Investors use these four measures to determine a stock's worth. Find out how to use them.
  76. Learn simple and compound interest

    Interest is defined as the cost of borrowing money or the rate paid on a deposit to an investor. Interest can be classified ...
  77. FYI on ROI: A guide to calculating return on investment

    Return on investment (ROI) measures how successful an investment is performing. In this article, we'll show you how to calculate ...
  78. How an IPO is Valued

    The initial valuation of an IPO can determine the success or failure of a specific stock – but how is that price determined? ...
  79. Top 8 Ways Companies Cook the Books

    Find out more about the fraudulent accounting methods some companies use to fool investors.
  80. What Is a Cash Flow Statement?

    The Cash Flow Statement measures whether a company generates enough cash to meet its operating expenses.
  81. The 5 Types Of Earnings Per Share

    Learn the five varieties of Earnings Per Share (EPS) and what each represents can help an investor determine whether a company ...
  82. Evaluating the Board of Directors

    Learn how evaluating the board of directors corporate structure can tell you a lot about a company's potential.
  83. Impairment charges: The good, the bad, and the ugly

    An impairment charge is a term used to describe writing off worthless goodwill. Learn its potential impact is on EPS.
  84. How ROA and ROE give a clear picture of corporate health

    Both return on equity (ROE) and return on assets (ROA) measure performance, but sometimes they tell a very different story. ...
  85. Top 3 Pitfalls Of Discounted Cash Flow Analysis

    Find out why the Discounted Cash Flow (DCF) method can be difficult to apply to real-life valuations.
  86. Measuring a Nation's Economic Development with GNP

    In this article, we'll show you how to read the GNP map and how it's still a useful tool in measuring a nation's economic ...
  87. Find The Right Fit With Probability Distributions

    In this article, we'll go over a few of the most popular probability distributions and show you how to calculate them.
  88. How 5 Influential Economists Changed Americas History

    Find out how five economists made contributions to financial theory that crossed over into many aspects of social history ...
  89. Understanding Capital And Financial Accounts In The Balance Of Payments

    The current, capital and financial accounts compose a nation's balance of payments, indicating the state of its economy and ...
  90. An Introduction To Small Cap Stocks

    Get an introduction to small cap stocks, and learn why when it comes to a company's size, bigger isn't always better for ...
  91. EBITDA: A clear look

    EBITDA can be used to analyze and compare profitability between companies and industries, investors should understand that ...
  92. Corporate Cash Flow: Understanding the Essentials

    Tune out the accounting noise and see whether a company is generating the stuff it needs to sustain itself. Learn how to ...
  93. Gauging the Impact of Combining GAAP and IFRS

    The convergence of accounting standards is changing the attitudes of CPAs and CFOs toward harmonization of international ...
  94. Biggest merger and acquisition disasters

    Find out some of the biggest companies that collapsed after merging.
  95. How To Avoid Getting Delisted From Nasdaq

    On the Nasdaq, the delisting process is set in motion when a company trades for 30 consecutive business days below the minimum ...
  96. Hypothesis testing in finance: Concept and examples

    When you're indecisive about an investment, the best way to keep a cool head might be test various hypotheses using the most ...
  97. Financial Ratios to Spot Companies In Financial Distress

    There are many warning signs that a company is in financial distress, learn how to spot the warning signs to protect yourself ...
  98. Calculating the Equity Risk Premium

    See the model in action with real data and evaluate whether its assumptions are valid. Here is how to calculate the equity ...
  99. Mergers And Acquisitions: Understanding Takeovers

    In the language of mergers and acquisitions, battleground terms meld with bizarre metaphors to create a unique vocabulary.
  100. The Pitfalls of Porter's 5 Forces

    Porter's five forces are a staple of business schools everywhere, but there are some common pitfalls you should watch out ...
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