Valuation
Buyback Yield
Chartable: Yes
Unit: Percentage
The net value of share buybacks over the past 12 months as a percentage of current market capitalization. Positive values mean the company is reducing its share count; negative values indicate net stock issuance (dilution).
How to use it: Buybacks reduce shares outstanding, boosting EPS and each shareholder’s ownership stake. Best when funded by free cash flow rather than debt. Combine with Shareholder Yield for the full capital-return picture.
This metric is updated live when markets are open.
Capital Expenditure to EBITDA (Premium Plus)
Chartable: Yes
Unit: Percentage
Capital expenditures as a percentage of EBITDA. Shows how much of operating earnings is reinvested in the business.
How to use it: High values may indicate heavy growth investment or expensive maintenance. Context about the company and industry is important.
General benchmarks: Under 20% is capital-light; 20–50% is moderate; above 50% means most operating earnings go back into capital assets.
Cash Return
Chartable: Yes
Unit: Percentage
Shows how much free cash flow a company generates relative to its total enterprise value (what it would cost to buy the entire business). Calculated as (Free Cash Flow + Interest Expense) divided by Enterprise Value.
General benchmarks: Above 5% is strong; above 10% is exceptional. Higher values mean the business throws off more cash per dollar of total investment.
Compensation Yield (Premium Plus)
Chartable: Yes
Unit: Percentage
Annual stock-based compensation expense as a percentage of the stock price per share. Reveals how much shareholder value is being transferred to employees through equity grants each year.
General benchmarks: Under 1% is minimal dilution; 1–3% is common for tech companies; above 3% is significant and may erode per-share value over time.
This metric is updated live when markets are open.
Chowder Rule 1‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
The sum of dividend yield and the 1-year dividend growth rate. A variation of the Chowder Rule using only the most recent growth.
General benchmarks: Values above 12% are desired. The 1-year version highlights very recent dividend momentum but is the most volatile of the three Chowder variants.
Chowder Rule 3‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
The sum of dividend yield and the 3-year compound annual dividend growth rate. A variation of the Chowder Rule using a shorter growth window.
General benchmarks: Values above 12% are desired. The 3-year version responds faster to recent dividend changes but is more volatile than the 5-year version.
Chowder Rule 5‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
The sum of dividend yield and the 5-year compound annual dividend growth rate. Popularized on Seeking Alpha as a quick screen for dividend growth investments.
General benchmarks: Above 12% is the classic passing threshold. For high-yield stocks (above 3% yield), a lower threshold of 8% is sometimes used since less growth is needed.
Dividend Yield vs 5‑Year Avg (Premium Plus)
Chartable: Yes
Unit: Number
Current dividend yield divided by the stock’s own trailing 5-year average dividend yield. Shows whether the yield is historically high or low for this particular stock.
General benchmarks: Above 1.0 means the yield is elevated (often because the price has dropped); below 1.0 means the yield is compressed (often because the price has risen). Values above 1.2 may signal a mean-reversion buying opportunity for quality dividend stocks; values below 0.8 may suggest the stock is richly priced.
Forward Dividend Yield
Chartable: Yes
Unit: Percentage
The expected annual dividend income as a percentage of the current stock price, calculated using forward 12-month dividends.
For ETFs and mutual funds with at least one trailing year of regular payments on a consistent schedule, the trailing yield is also used.
How to use it: A key metric for income-focused investors. Compare the yield to the stock’s own history and to alternatives like bonds or CDs.
General benchmarks: 0–1% is low yield (growth-oriented); 2–4% is moderate and typical of blue chips; above 5% is high yield but may signal risk — check the payout ratio and dividend safety score to see if the dividend is sustainable.
This metric is updated live when markets are open.
Earnings Power Value (Premium Plus)
Chartable: Yes
Unit: Number
The Earnings Power Value formula was popularized by value investor Bruce Greenwald. It may be an improvement over Discounted Cash Flow (DCF) models because it avoids speculative assumptions about future growth. The seven-step formula excludes future growth and growth capex, assuming that future earnings will be like the historical average.
How to use it: Compare to the current stock price. If EPV exceeds the price, the stock may be undervalued on a no-growth basis.
EBITDA / Enterprise Value
Chartable: Yes
Unit: Ratio
EBITDA divided by Enterprise Value — the inverse of EV/EBITDA. This puts the metric in yield form, making it directly comparable to interest rates and other yield measures.
General benchmarks: Above 10% suggests cheap valuation; 5–10% is typical; below 5% is expensive. Higher is better.
This metric is updated live when markets are open.
EV / EBITDA
Chartable: Yes
Unit: Ratio
Compares total enterprise value (market cap plus net debt) to EBITDA, measuring how many years of current operating earnings it would take to pay for the entire business. Widely used because it allows comparison across companies with different capital structures and tax situations.
General benchmarks: Under 8 is often considered cheap; 8–14 is typical for established companies; above 15 implies high growth expectations. Compare within the same sector.
This metric is updated live when markets are open.
EV / EBIT (Premium Plus)
Chartable: Yes
Unit: Ratio
Compares enterprise value to earnings before interest and taxes. Similar to EV/EBITDA but more conservative because it does not add back depreciation and amortization, making it a better fit for capital-intensive businesses.
General benchmarks: Lower ratios indicate cheaper valuations. Compare within the same industry, as capital-light businesses naturally trade at higher multiples.
This metric is updated live when markets are open.
EV / FCF (Premium Plus)
Chartable: Yes
Unit: Ratio
Compares the total enterprise value to free cash flow, measuring how much an investor pays for each dollar of cash the business actually generates after capital spending.
General benchmarks: Under 15 is generally attractive; 15–25 is typical; above 30 implies the market expects significant future growth in cash generation.
EV / Sales
Chartable: Yes
Unit: Ratio
Compares the total enterprise value (market cap plus net debt) to annual revenue. An improvement over P/S because it accounts for the company’s debt and cash position.
General benchmarks: Under 1.0 may signal deep value; 1–3 is typical; above 5 is reserved for high-growth businesses. Lower is better, all else equal.
This metric is updated live when markets are open.
EV to EBIT
Chartable: No
Unit: Ratio
Enterprise Value divided by EBIT. A conservative alternative to EV/EBITDA because it does not add back depreciation.
General benchmarks: Lower is cheaper. Compare within the same sector.
This metric is updated live when markets are open.
EV to FCF
Chartable: No
Unit: Ratio
Enterprise Value divided by Free Cash Flow. Shows what the market pays per dollar of free cash generated.
General benchmarks: Under 15 is attractive; 15–25 is typical; above 30 is expensive.
This metric is updated live when markets are open.
EV to Forward EBIT
Chartable: No
Unit: Ratio
Enterprise Value divided by the analyst-estimated forward EBIT expected for the next fiscal year. Shows what the market is paying per dollar of expected near-term operating earnings.
How to use it: When this is significantly lower than trailing EV/EBIT, analysts expect meaningful improvement.
EV to Forward EBITDA
Chartable: No
Unit: Ratio
Enterprise Value divided by the analyst-estimated forward EBITDA for the next fiscal year. A forward-looking version of EV/EBITDA.
How to use it: When this is significantly lower than trailing EV/EBITDA, analysts expect meaningful improvement in operating earnings.
EV to Forward Sales
Chartable: No
Unit: Ratio
Enterprise Value divided by analyst-estimated forward sales for the next fiscal year.
How to use it: Useful for fast-growing companies where trailing metrics understate the current run rate.
EV to Pre‑Tax Income
Chartable: No
Unit: Ratio
Enterprise Value divided by pre-tax income. Shows what the market pays per dollar of pre-tax profit.
How to use it: Compare within the same sector. Lower values indicate cheaper valuations.
This metric is updated live when markets are open.
EV to Sales
Chartable: No
Unit: Ratio
Enterprise Value divided by Sales. Shows what the market values per dollar of revenue, adjusted for debt and cash.
General benchmarks: Under 1.0 may signal deep value; 1–3 is typical; above 5 is reserved for high-growth businesses.
This metric is updated live when markets are open.
EV to Total Assets
Chartable: No
Unit: Ratio
Enterprise Value divided by Total Assets. The default EV multiple for asset-driven businesses like banks and insurers.
General benchmarks: Lower is cheaper. Compare within the same industry.
This metric is updated live when markets are open.
Forward P/E
Chartable: No
Unit: Ratio
Divides the current stock price by the analyst consensus EPS estimate for the next fiscal year. Since fiscal year-ends differ, the forward period may vary across companies.
How to use it: A more forward-looking alternative to trailing P/E. When forward P/E is significantly lower than trailing P/E, analysts expect meaningful earnings improvement.
Caution: Accuracy depends on the reliability of analyst estimates.
This metric is updated live when markets are open.
Greenblatt Earnings Yield (Premium Plus)
Chartable: Yes
Unit: Ratio
A variation of earnings yield that compares EBIT to Enterprise Value, as used in Joel Greenblatt’s magic formula investing approach. By using enterprise value instead of market cap, it accounts for debt and cash differences.
How to use it: Rank stocks by this metric from highest to lowest to find cheap businesses. Greenblatt combines this with Return on Capital for his magic formula screen.
Margin of Safety (EPV) (Premium Plus)
Chartable: Yes
Unit: Percentage
EPV minus current price, divided by EPV. Higher values are safer. A positive margin of safety means the stock trades below its no-growth earnings power.
This metric is updated live when markets are open.
P/E Differential (Premium Plus)
Chartable: No
Unit: Ratio
The estimated price-to-earnings ratio for the in-progress fiscal year minus the EPS growth forecasted for the next fiscal year. Indicates whether a company is undervalued or overvalued relative to its current P/E and expected future earnings.
General benchmarks: Positive numbers mean overvaluation — the higher the positive number, the more overvalued. Negative numbers mean undervaluation — the more negative, the more undervalued.
This metric is updated live when markets are open.
PEG Forward
Chartable: No
Unit: Ratio
Adjusts the P/E ratio for expected earnings growth. Calculated by dividing the forward P/E (next 12 months) by the estimated 5-year EPS growth rate.
How to use it: A PEG below 1.0 suggests the stock may be undervalued relative to its growth; above 2.0 suggests it may be overpriced even accounting for growth. This is a quick way to compare growth stocks against each other.
Caution: Only as reliable as the growth estimates. Use alongside other valuation measures, especially for cyclical industries where future growth is uncertain.
PEG Trailing
Chartable: No
Unit: Ratio
Adjusts the P/E ratio for historical earnings growth. Calculated by dividing the trailing P/E by the average EPS growth rate over the past 5 years.
How to use it: Like PEG Forward but based on actual results rather than estimates. A PEG below 1.0 suggests the stock is cheap relative to proven growth; above 2.0 suggests the market is paying a premium.
Trade-off: Historical growth may not continue, but trailing PEG avoids the estimation risk inherent in forward PEG.
Price / Book
Chartable: Yes
Unit: Ratio
Compares a stock’s market price to its book value (total assets minus total liabilities). A P/B of 1.0 means you are paying exactly what the company’s net assets are worth on paper.
How to use it: Primarily useful for asset-heavy industries like banking, insurance, and real estate. Less meaningful for tech or services companies whose value lies in intangible assets not captured on the balance sheet.
General benchmarks: Under 1.0 may indicate undervaluation or financial distress; 1–3 is typical; above 5 suggests the market values intangible strengths well beyond the balance sheet.
This metric is updated live when markets are open.
Price / Cash Flow
Chartable: Yes
Unit: Ratio
Measures how much investors pay per dollar of operating cash flow. An alternative to P/E that uses cash flow instead of earnings, making it harder to manipulate through accounting choices like depreciation schedules.
How to use it: Useful when you suspect earnings are being distorted by non-cash charges. A stock with a low P/CF but high P/E may have large non-cash expenses that reduce reported earnings but not actual cash generation.
General benchmarks: Under 10 is often considered attractive; 10–20 is typical; above 20 suggests premium pricing. Compare within the same industry.
This metric is updated live when markets are open.
Price / Earnings
Chartable: Yes
Unit: Ratio
Measures how much investors pay per dollar of earnings. Calculated by dividing the current share price by earnings per share (EPS) over the past 12 months.
How to use it: Compare a stock’s P/E to its industry peers and its own historical range. A high P/E may signal growth expectations or overvaluation; a low P/E may indicate a bargain or a company in decline.
General benchmarks: Under 15 is often considered value territory; 15–25 is typical for quality growth companies; above 25 suggests high growth expectations or potential overvaluation. Always compare within the same sector since technology stocks routinely trade at higher P/Es than utilities.
This metric is updated live when markets are open.
Price / Earnings Adjusted
Chartable: Yes
Unit: Ratio
The standard P/E ratio adjusted for the net cash or net debt on the balance sheet. This recalculates P/E as if all cash were used for buybacks and all debt were repaid by issuing stock, revealing what the market pays for the operating business alone.
How to use it: Especially useful when comparing a cash-rich company (like many tech firms) to a leveraged peer. The adjusted P/E strips out balance sheet distortions to give a cleaner earnings comparison.
This metric is updated live when markets are open.
Price / Free Cash Flow
Chartable: Yes
Unit: Ratio
Measures how much investors pay per dollar of free cash flow — the cash remaining after a company pays its operating expenses and capital expenditures. This is a stricter measure than P/CF because it accounts for the capital spending needed to maintain and grow the business.
How to use it: Free cash flow is what is actually available to reward shareholders through dividends, buybacks, or debt reduction. A low P/FCF suggests you are paying less for each dollar of distributable cash.
General benchmarks: Under 15 is generally attractive; 15–25 is typical for quality companies; above 30 implies high growth expectations.
This metric is updated live when markets are open.
Price / Sales
Chartable: Yes
Unit: Ratio
Measures how much investors pay per dollar of revenue. Calculated by dividing the current share price by revenue per share over the trailing 12 months.
How to use it: Especially useful for evaluating companies that are not yet profitable, since it ignores expenses and debt entirely. Compare within the same industry, as capital-light software companies naturally carry higher P/S ratios than grocery retailers.
General benchmarks: Under 1.0 may signal undervaluation; 1–3 is typical for established companies; above 5 is common only for high-growth tech. A rising P/S with flat revenue growth is a warning sign.
This metric is updated live when markets are open.
Price / Tangible Book
Chartable: Yes
Unit: Ratio
Compares a stock’s market value to its tangible book value (total assets minus total liabilities and intangible assets). A stricter version of P/B that excludes goodwill and other intangibles.
General benchmarks: Under 1.0 suggests the market values the company below its hard assets; above 3.0 means significant intangible or franchise value is being priced in.
This metric is updated live when markets are open.
Price to Graham Number (Premium Plus)
Chartable: Yes
Unit: Ratio
A conservative valuation test from Benjamin Graham, the father of value investing. Divides the stock price by the Graham Number, which is calculated as the square root of (22.5 x Tangible Book Value per Share x Diluted EPS).
General benchmarks: Below 1.0 means the stock passes Graham’s undervaluation test; above 1.0 means it is priced above Graham’s conservative estimate of fair value. Best suited for established, profitable companies with tangible assets.
This metric is updated live when markets are open.
Price to Lynch Fair Value (Premium Plus)
Chartable: No
Unit: Ratio
Based on Peter Lynch’s valuation formula. Divides the stock price by the PEG rate times the 5-year EBITDA growth rate times continuing EPS.
General benchmarks: Below 1.0 is considered undervalued by Lynch’s criteria; above 2.0 is expensive. Designed for growth-at-a-reasonable-price (GARP) investors.
This metric is updated live when markets are open.
Chartable: Yes
Unit: Percentage
The total cash returned to shareholders — dividends plus net share buybacks — as a percentage of market capitalization over the trailing 12 months. A negative value means the company issued more stock than it repurchased.
How to use it: Captures the full picture of capital return that dividend yield alone misses. Many large companies return more cash through buybacks than dividends.
General benchmarks: Above 5% is considered strong total capital return; negative values mean shareholders are being diluted.
This metric is updated live when markets are open.
Shiller PE (Premium Plus)
Chartable: Yes
Unit: Ratio
The Cyclically Adjusted P/E (CAPE) divides price by the 10-year inflation-adjusted average of earnings per share. By smoothing earnings over a full business cycle, it avoids the distortions that make trailing P/E misleading at cyclical peaks or troughs.
How to use it: Best for long-term valuation assessment rather than short-term timing. Requires at least 7 years of historical data.
General benchmarks: Under 15 has historically indicated undervaluation for the broad market; above 25 indicates potential overvaluation.
TTM Yield
Chartable: No
Unit: Percentage
The trailing 12-month dividend yield calculated by dividing actual past regular dividend payments by the current stock price. Unlike the forward yield, this uses only dividends already paid.
How to use it: More conservative than forward yield since it reflects actual payments. Useful for verifying that the forward yield is realistic.
This metric is updated live when markets are open.
Total Distribution Yield
Chartable: No
Unit: Percentage
The trailing 12-month yield from ALL cash distributions — regular dividends plus special dividends and capital-gain distributions — divided by the current price. Unlike Dividend Yield and TTM Yield (which count only regular dividends), this reflects the total cash actually paid out over the past year.
How to use it: Shows the real income a holder received, which matters most for funds, CEFs and stocks that pay periodic specials. Because specials and capital gains are lumpy and may not repeat, a value well above the regular yield flags income that could be non-recurring — check the payment history before relying on it.
This metric is updated live when markets are open.
Yacktman Forward RoR (Premium Plus)
Chartable: Yes
Unit: Percentage
The Yacktman Forward Rate of Return estimates the future annual return an investor buying today might expect. Similar to earnings yield but uses normalized 7-year free cash flow and adds the 5-year growth rate.
General benchmarks: Higher is better. Compare to current risk-free rates (Treasury yields) — the stock should offer a meaningful premium to compensate for equity risk.
This metric is updated live when markets are open.