Valuation Charts

Overview

Valuation Charts can be added to by clicking on the ‘Valuation’ pull down menu. From there you can select one or more boxes in the drop-down menu.

Note: The valuation charts only apply to the primary ticker in the chart, which is the ticker in the top left box of the chart.

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Price vs Fundamental

A line for the selected fundamental is rendered in the same chart as ticker’s price. Both lines begin at the same point so you can see how the fundamental value varies over time relative to the price. The area under the fundamental line is shaded. Optionally, a simple moving average of the price can be included.

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Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, shown below, allows you to change the fundamental metric as well as the option to turn on/off the simple moving average and set the period of the moving average.

These are the fundamental metrics available to chart vs Price:

  • Dividends
  • Earnings Per Share
  • EBITDA
  • Equity (Book Value)
  • Free Cash Flow
  • Operating Cash Flow
  • Sales

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Historical Range

The Historical Range chart allows you to select from one of 7 key metrics:

  • Price to Earnings
  • Price to Book
  • Price to Sales
  • Price to Cash Flow
  • Price to Free Cash Flow
  • EV/EBDITA
  • Dividend Yield

The metric value is plotted over time relative to its historical range. The historical range is user selectable at 1 year, 2 years or 3 years. The graph background is colored to show regions undervaluation (green), normal valuation (white) and overvaluation (red).

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Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, shown below, allows you to select different metrics to graph and different trailing time periods.

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Football Field

The Football Field chart shows you eight key valuation metrics all together:

  • Price to Earnings
  • EV/EBITDA
  • Price to Book
  • Price to Sales
  • Price to Cash Flow
  • Price to Free Cash Flow
  • Dividend Yield
  • Price

It makes for quite a powerful presentation of valuation data as you can see below looking at Apple (AAPL) current valuation metrics (blue vertical line) vs. its five year range.

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Scatter Plot

For each ticker in the selected navigation panel item, a point is rendered based on it’s X and Y axis metric values.

When ticker points are too close to each other, the number of points is rendered instead of each ticker. Hovering the mouse over a point will display the ticker(s) and metric values.

Optionally, a regression line and quadrant seperators can be included.

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Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, shown below, allows you to select different metrics for the X and Y axis.

Several metrics are available from the following groups:

  • Fair Value
  • Grades and Scores
  • Returns
  • Stock Rover Ratings
  • Valuation
  • Valuation Yields

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Also available under the hamburger menu is the ability to turn on/off the Regression Line and Quandrants.

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