Contents
The first six tabs after Summary, are Analysts, News, Dividends, Monthly Returns, EPS and Statements, are factory defined, meaning their content cannot be changed. However, you can change the order in which they appear in the tab list or you can hide the tab altogether.
The next four tabs, History, Technicals, vs Peers and vs Industry, are completely user definable. These are examples of what can be done with Insight Tabs customization. They are also a nice starter set, showing off the capabilities of Insight Tabs, while providing very useful information.
Your Stock Rover account will have these 10 tabs loaded by default. However, you can change the tabs to make it exactly what you want. Any tab can be moved in the order or hidden. The last four tabs can be altered, renamed or deleted as well. You can also create new tabs that are customized for your needs.
You can find Analyst Ratings in this tab. The Ratings section aggregates the buy/sell/hold ratings given to stocks by equity research firms. As you can see in the screenshot example below, the information is formatted to give you a clear idea of the overall analyst sentiment, or Consensus Analyst Rating, as well as the distribution of the ratings. The table in this section displays the ratings over the past 3 months so you can see whether analysts have changed their ratings. The chart at the bottom shows the range of the analysts’ target price estimates, including the lowest, highest, mean, and median estimates.
You can click on the Ratings Detail link to view a list of the individual analysts that are following a specific stock, including their ratings and price target history.
You can also find analyst estimates on earnings and revenue, as well as EPS trends and revisions, in this tab. Estimates are available for the current and next quarters, as well as the current and next years. (See screenshot below)
To find and read news about a specific stock, select the News tab. Here, you will see the latest market news from the sources selected in the ‘More Feeds‘ menu.
If you’ve selected Yahoo or Benzinga news from the Feeds menu, you will have the option to see stock-specific news from these sources.
The Dividends tab allows you to see the dividend history of a stock, ETF or fund, along with additional data pertinent to dividends.
The dividend chart shows the total dividends for each year. The gray background displays the pricing history of the ticker. Note if there is a light blue bar for the last year, this means this is not a complete year.
The graph to the right of the dividend chart shows the Price Change (%) and the Total Return (%), which incorporates dividends in the returns for the selected ticker.
Below the chart is a table that displays the actual dividend payments, grouped by year. You can control whether to see the actual payments or just the yearly dividend summary. You can also sort the table in either ascending or descending order by date. Both options are controlled by the check boxes above the table.
The lower right side of the Dividends tab displays information regarding the upcoming dividend, dividend rate and yield information, and additional statistics on payout ratio, coverage and dividend growth.
Monthly Returns tab shows you the seasonality of a stock, ETF or fund. This section makes it easy to see if there is a historic pattern during different times of the year when an investment performs well or poorly.
You can control the time frame to view from 1 year to over 10 years. You can also control whether the monthly returns displayed are absolute or relative to the S&P 500 benchmark.
There are two charts, the first showing the monthly returns in chronological order, and the second showing the average return per month across the years.
Below the two charts is a table showing the monthly return data in tabular form.
The Earnings Per Share or EPS tab displays Sales, EPS and Cash Flow Per Share data for the selected ticker. The data is presented in both chart and tabular form. The underlying stock price is shown on the chart so you can see how well the stock’s price change tracks against sales, EPS and cash flow changes over time.
You can change whether the chart shows quarterly or yearly periods and the time frame to consider (5 years, 10 years or Max). You can also eliminate or or add back any line in the graph by clicking on its legend.
You can find data from financial statements in the Statements tab of the insight panel. Click either Summary, Income Statement, Balance Sheet, Cash flow or Filings to change the statement. The CAGR (Compound Annual Growth Rate) column can be found in all the Statement options except for Filings. This metric is a measure of annualized growth across multiple time periods.
In the screenshot below, the items circled below displays all the different view options. These options give you the ability to change the time period, change the order of the report dates, change the dollar amount between millions ($M) and thousands ($K), change between view the data by % or $ or Δ, where Δ is the change from the previous period, and export or print. The double arrow icon allows you to automatically fit all of your columns into the window.
The Time Period pull down highlighted below allows you to choose from Yearly, Quarterly, or Qtr vs Qtr. Qtr vs Qtr allows you to compare Q1, Q2, Q3, or Q4 for 5 years or 10 years depending on the plan you have.
Filings provides access to the SEC Filings. Here there is access to Annual, Quarterly, or Other Filings. The reports can be sorted by name or date. Clicking on any of the reports will take you straight to the filing from the SEC’s EDGAR system.
History is designed to give you a succinct look into the historical performance of a company along many key metrics. The section starts with a chart that graphically shows the Sales, Net Income and Price to Earnings ratio over time. This allows you to correlate the financial performance of the company over time with how the market is valuing it.
The next three tables show key metrics from the Income Statement, Balance Sheet and Cash Flow Statement over time.
The final table shows key profitability metrics and how they are changing over time.
The Technicals tab contains five charts followed by a table of technical indicators for the selected stock as well as some of its key peers for comparison purposes.
The first chart is a price chart showing the stock’s performance over time along with its moving averages and the S&P 500 for comparison purposes. The chart also includes dividend payment information and a maximum drawdown event triangle, which shows you the period of worst performance for the stock in the period. Hovering over the triangle with your mouse will show the maximum drawdown percentage.
The next three charts show the Volume over Time, the Moving Average Convergence Divergence (MACD) lines and the MFI or Money Flow Index.
Bollinger Bands is the final chart, showing the price along with a set of price envelope bands constructed from the 20 day moving average with a width of two standard deviations of price movement.
The Technical Indicators table is the last part of the Technicals tab. It shows key technicals in tabular form for the selected stock and its key peers, so you can compare the technical strength of a stock vs. its brethren.
The vs Peers tab contains extensive information about a stock vs. its closest peers. There are five separate tables and a chart. The first three tables show the stock compared to its peers along key metrics in the categories of Valuation, Growth and Fair Value as shown in the screenshot below.
Then a chart follows that shows the performance of the stock vs. its Industry, Sector and the S&P 500. Note that by clicking on any of the legend labels, the corresponding chart line can be flattened so you can see performance relative to a baseline. Clicking the label again will remove the baseline.
For example, the two charts below show Apple, the Consumer Electronics Industry, the Technology Sector and the S&P 500 below for a one year period. The second chart has the same data as the first, but the chart lines are drawn relative to the S&P 500, which is set as a baseline.
The chart below has the same data as the chart above, but with the S&P 500 baselined.
The second to last table shows the returns of the stock compared to its industry and the S&P 500 over the last 5 days, 1 month, 1 year and 5 year periods. The last table shows key metrics for Price Strength and Drawdown Risk.
The final tab shows key information about the stock vs. its industry and vs. the S&P 500 in tabular form. There are four sections that cover Risk and Returns, Growth, Profitability and Dividends.
