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.
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.
Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, this will open a configuration window as shown below. Here you can 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:
The Historical Range chart allows you to select from one of 7 key metrics:
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).
Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, this will open a configuration window as shown below. Here you can select different metrics to graph and different trailing time periods.
The Football Field chart is designed to show you how the current value for nine key valuation metrics in a company compares to their historical values.
The historical values are split into quintiles. They are also color coded to show you the meaning of the valuation region for each quintile. Green regions are considered lower valuation or “cheap” vs. historical values. Red regions are considered high valuation or “expensive” vs. historical values. The middle quintile is grey, indicating a region of average historical valuation.
By default, the period considered for the historical range of values is five years, but that can be changed by the date control on the bottom of the chart. The minimum value is one year and the maximum value is from January of 2007 until now.
The Football Field Valuation Chart shows nine key valuation metrics:
The Football field provides powerful visual presentation of valuation data. You can see below looking at Apple (AAPL) current valuation metrics (blue vertical line) vs. its five year range.
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 separators can be included.
Clicking on the hamburger, which are the three horizontal lines in the upper right hand corner of the chart, this will open a configuration window as shown below. Here you can select different metrics for the X and Y axis.
Several metrics are available from the following groups:
Also available in the configuration window is the ability to turn on/off the Regression Line and Quandrants.