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Valuation
Contents
 Buyback Yield (Premium)
 Capital Expenditure to EBITDA (Premium Plus)
 Cash Return
 Compensation Yield (Premium Plus)
 Chowder Rule 1‑Year Percent (Premium Plus)
 Chowder Rule 3‑Year Percent (Premium Plus)
 Chowder Rule 5‑Year Percent (Premium Plus)
 Dividend Yield
 Earnings Power Value (Premium Plus)
 EBITDA / Enterprise Value
 EV / EBITDA
 EV / EBIT (Premium Plus)
 EV / FCF (Premium Plus)
 EV / Sales (Premium)
 EV to EBIT
 EV to FCF
 EV to Forward EBIT
 EV to Forward EBITDA
 EV to Forward Sales
 EV to Pre‑Tax Income
 EV to Sales
 EV to Total Assets
 Forward P/E
 Greenblatt Earnings Yield (Premium Plus)
 Margin of Safety (EPV) (Premium Plus)
 P/E Differential (Premium Plus)
 PEG Forward
 PEG Trailing
 Price / Book
 Price / Cash Flow
 Price / Earnings
 Price / Earnings Adjusted
 Price / Free Cash Flow
 Price / Sales
 Price / Tangible Book
 Price to Graham Number (Premium Plus)
 Price to Lynch Fair Value (Premium Plus)
 Shareholder Yield (Premium)
 Shiller PE (Premium Plus)
 TTM Yield
 Yacktman Forward RoR (Premium Plus)
Buyback Yield (Premium)
Chartable: Yes
Unit: Percentage
The net value of share buybacks over the past twelve months as a percent of the current market capitalization. A negative value indicates the company issues more stock than it purchases.
This metric is updated live when markets are ]open.
Capital Expenditure to EBITDA (Premium Plus)
Chartable: Yes
Unit: Percentage
Cap Ex to EBITDA measures the amount a company is investing in its business relative to EBITDA generated in a given period. An understanding of the company and industry is important here as high expenditures can create future growth but may also indicate expensive maintenance of equipment.
Cash Return
Chartable: Yes
Unit: Percentage
Cash Return tells you how much Free Cash Flow a company generates as a percentage of how much it would cost an investor to buy out the entire business. It is calculated over a trailing twelve month period as the sum of Free Cash Flow and Interest Expense divided by Enterprise Value.
Compensation Yield (Premium Plus)
Chartable: No
Unit: Percentage
The percentage of price per share a company pays out to its employees as stock compensation annually.
This metric is updated live when markets are open.
Chowder Rule 1‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
Calculated as the sum of dividend yield and the 1 year compound annual dividend growth rate this metric was popularized on Seeking Alpha by user Chowder to find good investments. In its simplest form values over 12% are desired.
Chowder Rule 3‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
Calculated as the sum of dividend yield and the 3 year compound annual dividend growth rate this metric was popularized on Seeking Alpha by user Chowder to find good investments. In its simplest form values over 12% are desired.
Chowder Rule 5‑Year Percent (Premium Plus)
Chartable: Yes
Unit: Percentage
Calculated as the sum of dividend yield and the 5 year compound annual dividend growth rate this metric was popularized on Seeking Alpha by user Chowder to find good investments. In its simplest form values over 12% are desired.
Dividend Yield
Chartable: Yes
Unit: Percentage
The percentage of price per share a company pays out to its shareholders as dividends annually, calculated by dividing the forecasted 12 month dividend payout by the current price.
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 the speculative assumptions about future growth. The seven step formula for EPV excludes future growth and growth cap expenses, making the assumption that future earnings will be like the historical average.
EBITDA / Enterprise Value
Chartable: Yes
Unit: Ratio
This ratio of a company’s operating and nonoperating profits vs it’s equity and debt provides a simple valution measure that is often more valid across companies than the P/E ratio.
This metric is updated live when markets are ]open.
EV / EBITDA
Chartable: Yes
Unit: Ratio
EV/EBITDA compares the value of a business, free of debt, to earnings before interest. It is calculated as Enterprise Value dividing EBITDA and is useful for comparing valuations regardless of capital structure. Lower EV/EBITDA values indicate less expensive valuation.
This metric is updated live when markets are ]open.
EV / EBIT (Premium Plus)
Chartable: Yes
Unit: Ratio
EV/EBIT compares the value of a business, free of debt, to earnings before interest. It is calculated as Enterprise Value dividing EBIT and is useful for comparing valuations regardless of capital structure. Lower EV/EBIT values indicate less expensive valuation.
This metric is updated live when markets are ]open.
EV / FCF (Premium Plus)
Chartable: Yes
Unit: Ratio
Enterprise Value to Free Cash Flow compares the total valuation of the company with its ability to generate cashflow. Lower values mean the company is better positioned to reinvest in its business.
EV / Sales (Premium)
Chartable: Yes
Unit: Ratio
EV/Sales shows how much it would cost to buy the company’s revenue stream. This is an improvement over the Price / Sales ratio in that it takes cash and debt into account. Lower values are better.
This metric is updated live when markets are ]open.
EV to EBIT
Chartable: No
Unit: Ratio
Enterprise Value to Earnings Before Interest and Taxes indicates what is a company being valued per each dollar of EBIT generated.
This metric is updated live when markets are ]open.
EV to FCF
Chartable: No
Unit: Ratio
Enterprise Value to Free Cash Flow indicates what is a company being valued per each dollar of free cash flow generated.
This metric is updated live when markets are ]open.
EV to Forward EBIT
Chartable: No
Unit: Ratio
Enterprise Value to Earnings Before Interest and Taxes indicates what a company being valued vs. the analystestimated forward EBIT expected for the next fiscal year.
EV to Forward EBITDA
Chartable: No
Unit: Ratio
Enterprise Value to Earnings Before Interest, Taxes, Depreciation and Amortization indicates what is a company being valued vs. the analystestimated forward EBITDA expected for the next fiscal year.
EV to Forward Sales
Chartable: No
Unit: Ratio
Enterprise Value to Sales (or Revenue) shows what is a company being valued vs. the analystestimated forward Sales expected for the next fiscal year.
EV to Pre‑Tax Income
Chartable: No
Unit: Ratio
Enterprise Value to pretax income indicates what is a company being valued per each dollar of Pretax Income generated.
This metric is updated live when markets are ]open.
EV to Sales
Chartable: No
Unit: Ratio
Enterprise Value to Sales indicates what is a company being valued per each dollar of revenue generated. This is similar to the Price / Sales ratio but adjusted for the company’s net debt.
This metric is updated live when markets are ]open.
EV to Total Assets
Chartable: No
Unit: Ratio
Enterprise Value to indicates what is a company being valued per each dollar of asset value. This should be the default EV multiple used in an asset driven business.
This metric is updated live when markets are ]open.
Forward P/E
Chartable: No
Unit: Ratio
The Forward Price to Earnings ratio divides the current price by the estimated EPS for the next fiscal year. Since some companies end their fiscal years in different months the Forward P/E ratio may assume a different timespan for different companies.
This metric is updated live when markets are ]open.
Greenblatt Earnings Yield (Premium Plus)
Chartable: Yes
Unit: Ratio
This variation of earnings yield compares EBIT to Enterprise Value. It is used by Joel Greenblatt in his bestselling book The Little Book That Beats the Market
Margin of Safety (EPV) (Premium Plus)
Chartable: Yes
Unit: Percentage
The Margin of Safety (EPV) is a valuation measure based on Greenwald’s formula where higher values are safer choices. It is calculated as Earnings Power Value (EPV) minus the current price and divided by the EPV.
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. The P/E Differential indicate if a company is undervalued or overvalued relative to its current P/E and expected future earnings. Positive numbers mean overvaluation, negative number mean undervaluation. The higher the positive number, the more overvalued a stock is. Conversely the more negative a number is, the more undervalued a stock is.
This metric is updated live when markets are ]open.
PEG Forward
Chartable: No
Unit: Ratio
Price/Earnings to Growth Forward Ratio, or PEG Forward, attempts to improve upon Price/Earnings comparisons by accounting for earnings growth. It is calculated by dividing the forward Price/Earnings Ratio for the next 12 months by the estimated Earnings Per Share (EPS) growth for the next 5 years. The lower the PEG value, the cheaper the valuation; values of 1 suggests perfect pricing. If the expected growth or forward Price/Earnings value is negative, then no PEG ratio is calculated.
PEG Trailing
Chartable: No
Unit: Ratio
Price/Earnings to Growth Trailing Ratio, or PEG Trailing, attempts to improve upon Price/Earnings comparisons by accounting for earnings growth. It is calculated by dividing the current Price/Earnings Ratio (TTM) by the average Earnings Per Share (EPS) growth rate over the past 5 years. The lower the PEG value, the cheaper the valuation; values of 1 suggests perfect pricing. If the historical growth or current Price/Earnings value is negative then no PEG ratio is calculated.
Price / Book
Chartable: Yes
Unit: Ratio
Compares a stock’s market value to the value of total assets less total liabilities (book value). This is also known as P/B or PB. A low P/B ratio could mean that the stock is undervalued. However, it could also mean that something is fundamentally wrong with the company.
This metric is updated live when markets are ]open.
Price / Cash Flow
Chartable: Yes
Unit: Ratio
Price to Cash Flow Ratio or PCF is an alternative to Price / Earnings. The argument for using cash flow over earnings is that the former is not easily manipulated, while earnings are affected by depreciation and other noncash factors.
This metric is updated live when markets are ]open.
Price / Earnings
Chartable: Yes
Unit: Ratio
A valuation ratio of a company’s current share price compared to its pershare earnings over the past 12 months. This is also known as a stock’s multiple, P/E or PE ratio. In general, a high P/E suggests that investors are expecting higher earnings growth in the future compared to companies with a lower P/E.
This metric is updated live when markets are ]open.
Price / Earnings Adjusted
Chartable: Yes
Unit: Ratio
The Price/Earnings ratio adjusted for the net cash (or debt) on the balance sheet, as if all cash were used to buyback stock and all debt were paid by issuing stock.
This metric is updated live when markets are ]open.
Price / Free Cash Flow
Chartable: Yes
Unit: Ratio
Price to Free Cash Flow is a valuation metric that compares a company’s market price to its level of annual free cash flow. This is similar to the valuation measure of pricetocash flow but uses the stricter measure of free cash flow, which reduces operating cash flow by capital expenditures. This is done as companies need to maintain or expand their asset bases (capital expenditure) to either continue growing or maintain the current levels of free cash flow.
This metric is updated live when markets are ]open.
Price / Sales
Chartable: Yes
Unit: Ratio
Price to Sales is calculated by dividing a stock’s current price by its revenue per share for the trailing 12 months. This is also known as P/S or PS. It doesn’t take any expenses or debt into account but is particularly useful for comparing stocks with negative earnings.
This metric is updated live when markets are ]open.
Price / Tangible Book
Chartable: Yes
Unit: Ratio
Compares a stock’s market value to the value of total assets less total liabilities and intangibles. A low ratio could mean that the stock is undervalued. However, it could also mean that something is fundamentally wrong with the company.
This metric is updated live when markets are ]open.
Price to Graham Number (Premium Plus)
Chartable: Yes
Unit: Ratio
The price to Graham Number ratio is a conservative valuation measure based on Benjamin Graham’s classic formula. The Graham Number is one of his tests for whether a company is undervalued and is computed as the square root of 22.5 times the tangible book value per share times the diluted continuing earnings per share. Any stock with a value less than 1.0 is considered undervalued.
This metric is updated live when markets are ]open.
Price to Lynch Fair Value (Premium Plus)
Chartable: No
Unit: Ratio
The price to Peter Lynch Fair Value ratio is based on the famed investor’s valuation formula. It divides the price by the PEG rate times the 5year EBITDA growth rate times continuing earnings per share. A stock with a value below 1.0 is considered undervalued.
This metric is updated live when markets are ]open.
Shareholder Yield (Premium)
Chartable: Yes
Unit: Percentage
Shareholder yield is the total of share buybacks and dividend payments to common shareholders over the past twelve months as a percent of the current market capitalization. A negative value indicates the company is profiting more from issuing new stock than it is spending on buybacks and dividends.
This metric is updated live when markets are ]open.
Shiller PE (Premium Plus)
Chartable: Yes
Unit: Ratio
The Shiller P/E ratio or Cyclically Adjusted PE Ratio (CAPE Ratio) uses the 10year inflation adjusted average earnings to compute a P/E ratio that spans the typical business cycle. Stock Rover will only compute this value if at least 7 years of historical data are available.
TTM Yield
Chartable: No
Unit: Percentage
The percentage of price per share a company pays out to its shareholders as dividends annually, calculated by dividing the past 12 month dividend payouts by the current price.
This metric is updated live when markets are ]open.
Yacktman Forward RoR (Premium Plus)
Chartable: Yes
Unit: Percentage
The Yacktman Forward Rate of Return can be thought of as the return that investors buying the stock today can expect from it in the future. It is similar to earnings yield but uses the normalized free cash flow of the past seven years and adds in the 5 year growth rate.
This metric is updated live when markets are ]open.
Top Technical Indicators Valuation Range