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Available Fields

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StarMine Factors

Analyst Revisions Score. The current 1-100 percentile rank of the security based on the Analyst Revisions Model. For more details, please see "What is the Analyst Revisions Model (ARM)?" Requires Broker Module permissions.

ARM Revenue Component. A percentile rank that reflects only the revenue-based factors of the Analyst Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

ARM Secondary Earnings Component. A percentile rank that reflects only the secondary earnings measure-based factors of the Analyst Revisions Model. For most securities, this measure is EBITDA, but the measure used varies based upon the Preferred Earnings measure for a given security. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

ARM Preferred Earnings Component. A percentile rank that reflects only the Preferred Earnings measure-based factors of the Analyst Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

ARM Recommendations Component. A percentile rank that reflects only the recommendations-based factors of the Analyst Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

ARM Country Rank. A percentile rank based on the Analyst Revisions Model algorithm in which a security is compared to all other securities trading in the same country. Scores of 100 indicate the highest rated stocks in the country; scores of 1 indicate the lowest rated stocks in the country. Requires Broker Module permissions.

ARM Global Rank. A percentile rank based on the Analyst Revisions Model algorithm in which a security is compared to all global securities. Scores of 100 indicate the highest rated stocks in the world; scores of 1 indicate the lowest rated stocks in the world. Requires Broker Module permissions.

ARM ex-Recommendations. A percentile rank that reflects only the estimate revisions-based factors of the Analyst Revisions Model. This value incorporates the Preferred Earnings Component, the Secondary Earnings Component, and the Revenue Component, but not the Recommendations Component. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

ARM Region. The name of the MSCI region in which the security is classified for purposes of the Analyst Revisions Model 100 ranking. A security's assignment to a region is a function of its security country. All countries are designated into one, and only one, of the following seven MSCI regions:
  • Developed Asia Pacific
  • Developed Europe
  • Emerging Asia Pacific
  • Emerging Europe
  • Latin America
  • Middle East and Africa
  • North America
Requires Broker Module permissions.

ARM Region Rank Decimal. An alternative version of the Analyst Revisions Score field in which a security's 1-100 ranking is provided with a greater degree of precision. This field is available only through the Daily Downloads module. Requires ARM DD permissions.

ARM Score 5. A field that reflects the mapping of the 1-100 Analyst Revisions Score percentile to a 1-5 scale. Scores of 1 indicate the highest rated stocks; scores of 5 indicate the lowest rated stocks. The ARM Score 5 follows a bell-shaped distribution:
  • If the ARM Score percentile has a value from 1-10, the ARM Score 5 will have a value of "5".
  • If the ARM Score percentile has a value from 11-30, the ARM Score 5 will have a value of "4".
  • If the ARM Score percentile has a value from 31-70, the ARM Score 5 will have a value of "3".
  • If the ARM Score percentile has a value from 71-90, the ARM Score 5 will have a value of "2".
  • If the ARM Score percentile has a value from 91-100, the ARM Score 5 will have a value of "1".
This field is available only through the Daily Downloads module. Requires ARM DD permissions.

ARM Score Change. The raw change in the ARM Score based on the following calculation:

ARM Score Change = Current Analyst Revisions Score - Previous Analyst Revisions Score

If there is no current Analyst Revisions Score, or if the "Previous Analyst Revisions Score" is unavailable, a dash is displayed. Requires Broker Module permissions.

Earnings Quality Region Rank. A percentile rank based on the Earnings Quality Model algorithm in which a security is compared to all other securities trading in the same region. Scores of 100 indicate the highest rated stocks in the region; scores of 1 indicate the lowest rated stocks in the region. Requires Fundamental Module permissions.

Earnings Quality Region Rank - Chg. The change in the Earnings Quality Region Rank. Requires Fundamental Module permissions.

EQ Industry Median. The median Earnings Quality Rank in the security's region-industry (e.g. North American Consumer Staples). Requires Fundamental Module permissions.

EQ Sector Median. The median Earnings Quality Rank in the security's region-sector (e.g. Emerging Market Utilities). Requires Fundamental Module permissions.

Diff from EQ Industry Median. The difference between the Earnings Quality Region Rank of the stock and the Industry Median (see EQ Industry Median). A positive number indicates that the stock has a higher Earnings Quality rank than the Industry Median. Requires Fundamental Module permissions.

Diff from EQ Sector Median. The difference between the Earnings Quality Region Rank of the stock and the Sector Median (see EQ Sector Median). A positive number indicates that the stock has a higher Earnings Quality rank than the Sector Median. Requires Fundamental Module permissions.

Accruals Component. A percentile rank that reflects only the Accruals factors of the Earnings Quality Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Fundamental Module permissions.

Accruals Component - Chg. The change in the Accruals Component. Requires Fundamental Module permissions.

Accruals Component Period Basis. "Q" if the Earnings Quality Accruals Component was calculated using quarterly data, "A" if it was calculated using annual data. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Cash Flow Component. A percentile rank that reflects only the Cash Flow factors of the Earnings Quality Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Fundamental Module permissions.

Cash Flow Component - Chg. The change in the Cash Flow Component. Requires Fundamental Module permissions.

Cash Flow Component Period Basis. "Q" if the Earnings Quality Cash Flow Component was calculated using quarterly data, "A" if it was calculated using annual data. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Operating Efficiency Component. A percentile rank that reflects only the Operating Efficiency factors of the Earnings Quality Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Fundamental Module permissions.

Operating Efficiency Component - Chg. The change in the Operating Efficiency Component. Requires Fundamental Module permissions.

Operating Efficiency Component Period Basis. "Q" if the Earnings Quality Operating Efficiency Component was calculated using quarterly data, "A" if it was calculated using annual data. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Exclusions Component. A percentile rank that reflects only the Exclusions factors of the Earnings Quality Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Fundamental Module permissions.

Exclusions Component - Chg. The change in the Exclusions Component. Requires Fundamental Module permissions.

Earnings Quality Region. The name of the region in which the security is classified for purposes of the Earnings Quality Model Region Rank. A security's assignment to a region is a function of its security country. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Requires Fundamental Module permissions.

Earnings Quality Raw. The Earnings Quality Region Rank before beta neutralization. Scores of 100 indicate the highest rated stocks in the country; scores of 1 indicate the lowest rated stocks in the country. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Price Mo Global Rank. The current global 1-100 percentile rank of the security based on the Price Momentum Model. Requires both Broker and Fundamental module permissions.

Price Mo Industry Component. A percentile rank that reflects only the industry aspect of the Price Momentum Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker and Fundamental Module permissions.

Price Mo Long Term Component. A percentile rank that reflects only the long term aspect of the Price Momentum Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker and Fundamental Module permissions.

Price Mo Mid Term Component. A percentile rank that reflects only the mid term aspect of the Price Momentum Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker and Fundamental Module permissions.

Price Mo Region. The name of the region in which the security is classified for purposes of the Price Momentum Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Price Mo Region Rank. The current regional 1-100 percentile rank of the security based on the Price Momentum Model. Requires both Broker and Fundamental module permissions.

Price Mo Country Rank. The current 1-100 percentile rank of the security versus all other securities trading in the same country on the overall Relative Value Model. Higher scores indicate stocks with the best value when considering all Relative Value model components that are relevant for the stock. Requires Fundamental Module permissions.

Price Mo Short Term Component. A percentile rank that reflects only the short term aspect of the Price Momentum Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker and Fundamental Module permissions.

Val-Mo Global Rank. The current global 1-100 percentile rank of the security based on the Value-Momentum Model. Requires both Broker and Fundamental module permissions.

Val-Mo Industry Rank. The current industry 1-100 percentile rank of the security based on the Value-Momentum Model. Requires both Broker and Fundamental module permissions.

Val-Mo Region. The name of the region in which the security is classified for purposes of the Value-Momentum Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Val-Mo Region Rank. The current regional 1-100 percentile rank of the security based on the Value-Momentum Model. Requires both Broker and Fundamental module permissions.

Val-Mo Country Rank. The current 1-100 percentile rank of the security versus all other securities trading in the same country based on the Value-Momentum Model. Requires both Broker and Fundamental module permissions.

Val-Mo Sector Rank. The current sector 1-100 percentile rank of the security based on the Value-Momentum Model. Requires both Broker and Fundamental module permissions.

Earnings Quality Region Rank.01. The Earnings Quality Region Rank based on the 1st version of the model. This field will be identical to the Earnings Quality Region Rank field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Accruals Component.01. The Accruals Component based on the 1st version of the model. This field will be identical to the Accruals Component field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Cash Flow Component.01. The Cash Flow Component based on the 1st version of the model. This field will be identical to the Cash Flow Component field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Operating Efficiency Component.01. The Operating Efficiency Component based on the 1st version of the model. This field will be identical to the Operating Efficiency Component field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Exclusions Component.01. The Exclusions Component based on the 1st version of the model. This field will be identical to the Exclusions Component field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Earnings Quality Raw.01. The Earnings Quality Raw based on the 1st version of the model. This field will be identical to the Earnings Quality Raw field so long as 01 is the latest version of the model. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

Predicted Surprise %. The difference between the mean and the SmartEstimate, expressed as a percent. If the mean is near zero, a minimum divisor is used for purposes of calculating the Predicted Surprise %. For US securities, the minimum absolute value of the divisor is $0.10. A of minimum divisors by currency is available. Requires Broker Module permissions.

Predicted Surprise. The difference between the mean and the SmartEstimate, expressed in the local currency. Requires Broker Module permissions.

Predicted Surprise Flag. The predicted surprise "flag" can be used to highlight the presence of a significant positive or negative predicted surprise. The field has three possible levels: -1, 0, 1. A level of -1 indicates that the SmartEstimate falls short of the mean by a nominal amount and a percent that varies by currency; a level of 1 indicates that the SmartEstimate exceeds the mean by a nominal amount and a percent that varies by currency; a level of 0 corresponds to no significant predicted surprise in either direction. For US securities, the minimum surprise amount required is $0.01 and the minimum percent required is 1.5%. A table of minimum surprise amounts by currency is available. For display purposes, if the value of the field is 0, nothing is displayed. If the field has a value of -1, the predicted surprise % is displayed in red text. The text is bolded if the value of the flag changed to -1 within the last day. If the field has a value of 1, the predicted surprise % is displayed in green text. The text is bolded if the value of the flag changed to 1 within the last day. Requires Broker Module permissions.

Days Since Pred Surprise Flag Chg. The Days Since Pred Surprise Flag Chg refers to the number of calendar days prior to the data-through date on which the Predicted Surprise Flag most recently changed its status. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 0 tells you that the flag changed its status on Jul-15. You can use this field in conjunction with a Predicted Surprise Flag criterion to find stocks with new predicted surprises. For example, U.S. stocks passing a screen of Predicted Surprise Flag = 1 and Days Since Pred Surprise Flag Chg = 0 are those where the predicted surprise jumped above 1.5% and $0.01 on the data-through date. Requires Broker Module permissions.

SmartEstimate Change %. The percent change in the SmartEstimate based on the following calculation:

SmartEstimate Change % = (Current SmartEstimate - Old SmartEstimate) / maximum (minimum divisor, |Old SmartEstimate|)

In the case of the 30-day SmartEstimate change, for example, "Old SmartEstimate" refers to the SmartEstimate 30 days prior to the data-through date. In the case of the 7-day change, it refers to the SmartEstimate 7 days prior. If there is no current SmartEstimate, or if the "Old SmartEstimate" is unavailable, a dash is displayed. Requires Broker Module permissions.

SmartEstimate. The proprietary, StarMine-generated estimate for a given fiscal period. Requires Broker Module permissions.

SmartEstimate Prior. The SmartEstimate as of a previous point in time. SmartEstimate Prior [7], for example, indicates the value of the SmartEstimate 7 calendar days prior to the data-through date. Requires Broker Module permissions.

Calendar Year SmartEstimate. The calendar year value for the selected CY period, using Mean Estimates and/or reported actuals. "CY1" generally reflects the current calendar year. Calendar year periods are "flipped" to the next year in mid January each year. Requires Broker Module permissions.

7 Day Bold Estimate Flag. For a given fiscal period, this field will display a green up arrow if there has been a positive bold estimate in the last seven days, a red down arrow if there has been a negative bold estimate in the last seven days, both arrows if there have been both, and nothing if there has not been any bold estimate in the last seven days. Requires Broker Module permissions.

Bold Estimate Flag. A value used to indicate the presence of one or more bold estimates. A "1" indicates at least one positive bold estimate; a "-1" indicates at least one negative bold estimate; a "99" indicates both positive and negative bold estimates. Requires Broker Module permissions.

Number of Positive Bold Estimates. For a given stock and fiscal period, the number of current estimates made by 5-star analysts within the last 30 days that are greater than the mean by more than 5% and a nominal amount that varies by currency. For US securities, the minimum bold estimate difference is $0.03. A table of minimum bold estimate differences is available. Requires Broker Module permissions.

Number of Negative Bold Estimates. For a given stock and fiscal period, the number of current estimates made by 5-star analysts within the last 30 days that are less than the mean by more than 5% and a nominal amount that varies by currency. For US securities, the minimum bold estimate difference is $0.03. A table of minimum bold estimate differences is available. Requires Broker Module permissions.

Days Since Bold Estimate. The number of calendar days (calculated from the data-through date) since the most recent bold estimate (positive or negative) was issued. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that a bold estimate was most recently issued on Jul-13 (2 calendar days prior to the data-through date). If a bold estimate has never been issued for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Days Since Positive Bold Estimate. The number of calendar days (calculated from the data-through date) since the most recent positive bold estimate was issued. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that a positive bold estimate was most recently issued on Jul-13 (2 calendar days prior to the data-through date). If a positive bold estimate has never been issued for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Days Since Negative Bold Estimate. The number of calendar days (calculated from the data-through date) since the most recent negative bold estimate was issued. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that a negative bold estimate was most recently issued on Jul-13 (2 calendar days prior to the data-through date). If a negative bold estimate has never been issued for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Maximum Positive Bold Est Diff (%). The amount by which a positive bold estimate differs from the mean; if a security has more than 1 positive bold estimate for a given fiscal period, we display the amount by which the "boldest" positive bold estimate differs from the mean. Bold estimate differences are calculated as:

Bold Estimate Difference = (Bold Estimate - Mean) / maximum (minimum divisor, |Mean|)

If a positive bold estimate has never been issued for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Maximum Negative Bold Est Diff (%).The amount by which a negative bold estimate differs from the mean; if a security has more than 1 negative bold estimate for a given fiscal period, we display the amount by which the "boldest" negative bold estimate differs from the mean. Bold estimate differences are calculated as:

Bold Estimate Difference = (Bold Estimate - Mean) / maximum (minimum divisor, |Mean|)

If a negative bold estimate has never been issued for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Last Positive Bold Estimate. The most recent positive bold estimate for a given fiscal period. If a positive bold estimate has never been issued for the fiscal period, a dash is displayed. Please see the glossary for a detailed explanation of a bold estimate. Requires Broker Module permissions.

Last Negative Bold Estimate. The most recent negative bold estimate for a given fiscal period. If a negative bold estimate has never been issued for the fiscal period, a dash is displayed. Please see the glossary for a detailed explanation of a bold estimate. Requires Broker Module permissions.

RevisionCluster Flag. A value used to indicate the presence of a recent RevisionCluster. A "1" indicates an upward RevisionCluster; a "-1" indicates a downward RevisionCluster. Requires Broker Module permissions.

Days Since Cluster Began. The number of calendar days prior to the data-through date on which the most recent RevisionCluster began. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the first analysts to be included in the RevisionCluster issued new or revised estimates on Jul-13 (2 calendar days prior to the data-through date). If there has not been a RevisionCluster for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Days Since Cluster Detected. The number of calendar days prior to the data-through date on which the most recent RevisionCluster was detected by StarMine's RevisionCluster algorithm. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that StarMine deemed a series of revisions to be a RevisionCluster on Jul-13 (2 calendar days prior to the data-through date). Because estimates made prior to the detection date are often included in the RevisionCluster, the RevisionCluster "begin" date will often be earlier than the RevisionCluster "detect" date. If there has not been a RevisionCluster for the fiscal period, a dash is displayed. Requires Broker Module permissions.

Date of Last RevisionCluster. The date on which the most recent RevisionCluster began. The RevisionCluster was not necessarily detected as of this date. Requires Broker Module permissions.

RevisionCluster Avg Revision %. The average of the most recent revision percentages for those analysts included in the most recent RevisionCluster as a result of a revision. Analysts included in the RevisionCluster as a result of a newly issued estimate rather than a revision are not included in the calculation. If there has not been a RevisionCluster for the fiscal period, or if the RevisionCluster results entirely from newly issued estimates, a dash is displayed. Requires Broker Module permissions.

RevisionCluster Avg Revision. The average, in nominal currency terms, of the amounts by which those analysts included in the most recent RevisionCluster revised their estimates most recently. Analysts included in the RevisionCluster as a result of a newly issued estimate rather than a revision are not included in the calculation. Requires Broker Module permissions.

Number of RevisionCluster Analysts. The number of current analysts whose estimates have not been excluded by the most recent RevisionCluster. Requires Broker Module permissions.

Mean of RevisionCluster Analysts. The mean of the estimates from analysts that have not been excluded by the most recent RevisionCluster. Requires Broker Module permissions.

Std Dev of RevisionCluster Analysts. The standard deviation of the estimates from analysts that have not been excluded by the most recent RevisionCluster. Requires Broker Module permissions.

Number of SmartEstimate Analysts. The number of analysts whose estimates are receiving weight in the SmartEstimate calculation for a fiscal period. Requires Broker Module permissions.

Std Dev of SmartEstimate Analysts. A statistical measure of the variability of the estimates included in the SmartEstimate. For the calculation, an estimate's deviation is calculated based on its absolute difference from the SmartEstimate, and weight is assigned to an estimate's deviation in proportion to the estimate's weight in the SmartEstimate. Requires Broker Module permissions.

Suspect Data Flag (Any). This field describes whether or not StarMine has detected suspicious estimate data in any of a company's fiscal periods for the selected estimate type. This field is defined as the maximum of the Suspect Data Flags for This Quarter, Next Quarter, FQ3, FQ4, This Year, Next Year, FY3, and FY4. Requires Broker Module permissions.

Suspect Data Flag (ARM). This field describes whether or not StarMine has detected suspicious estimate data in any of the estimate types and fiscal periods whose data is used in the ARM calculation.

This field is defined as the highest value from the values of the following fields:
  • Suspect Data Flag [Preferred Earnings] [FQ1]
  • Suspect Data Flag [Preferred Earnings] [FY1]
  • Suspect Data Flag [Preferred Earnings] [FY2]
  • Suspect Data Flag [EPS] [FQ1]
  • Suspect Data Flag [EPS] [FY1]
  • Suspect Data Flag [EPS] [FY2]
  • Suspect Data Flag [Revenue] [FQ1]
  • Suspect Data Flag [Revenue] [FY1]
  • Suspect Data Flag [Revenue] [FY2]
  • Suspect Data Flag [EBITDA] [FQ1]
  • Suspect Data Flag [EBITDA] [FY1]
  • Suspect Data Flag [EBITDA] [FY2]
Requires Broker Module permissions.

Suspect Data Flag. This field describes whether or not StarMine has detected suspicious estimate data for a given fiscal period. If suspicious data is detected, it can meet the modestly serious "yellow" threshold of suspiciousness or the very serious "red" threshold of suspiciousness. For screening purposes, the field will take one of three values: a 0 indicates that we have not detected any suspicious estimate data for the fiscal period, a 1 indicates that the data met the "yellow" level of suspiciousness, and a 2 indicates that the data met the "red" level of suspiciousness. Requires Broker Module permissions.

Divisor. The denominator used in numerous StarMine calculations in which we divide by the Mean Estimate. The divisor is determined by taking the larger of the absolute value of the Mean Estimate and a minimum value determined on a currency-by-currency basis. For U.S. securities, the minimum divisor for per share values is $0.10. A table of minimum divisors by currency is available. Requires Broker Module permissions.

ARM New Activity Flag. A value used to indicate whether there has been new analyst activity relevant for the Analyst Revisions Model in the past day. Clients may choose to use this field to distinguish between ARM changes resulting from "real" analyst activity and ARM changes resulting from the passage of time or other subtleties of the ARM. There are two possible values that the field can take: 0 and 1. A value of 1 indicates that there is no Suspect Data on FY1, FY2, or FQ1 for Preferred Earnings, EPS, Revenue, or EBITDA and that at least one of the following has occurred in the past day:
  • A new estimate or estimate revision for Preferred Earnings, EPS, Revenue, or EBITDA for the FQ1 period, the FY1 period, or the FY2 period.
  • A new recommendation or change in an existing recommendation.
  • A new pre-announcement was issued.
  • Basis Changes on FQ1, FY1, FY2
  • The company reported earnings.
A value of 0 indicates that none of the above conditions were met (i.e., there was no "real" new ARM activity in the past day). Requires Broker Module permissions.

Credit Structural Global Rank. The current global 1-100 percentile rank of a company's 1-year default probability based on the Structural Component of the Thomson Reuters StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period.

Credit Structural PD (%). A percentage that indicates the probability, according to the Structural Component of the Thomson Reuters StarMine Credit Risk Model, that the company will go bankrupt, or default on its debt obligations, over the next 1-year period. The model uses an options-based framework, treating equity as a call option on the asset value of a company. The equity volatility, market value of equity, and liability structure are used to infer a market value and volatility of assets. The final default probability is equivalent to the probability that the market value of assets will fall below a default point, which is a function of the company's liabilities, within 1 year.

Short Interest Country Rank. The current 1-100 percentile rank of the security versus all other US trading securities on the Short Interest Model.

Short Interest Sector Rank. The current sector 1-100 percentile rank of the security versus all other US trading securities on the Short Interest Model.

Short Interest Market Cap Rank. The current market cap group 1-100 percentile rank of the security versus all other US trading securities on the Short Interest Model.

Short Squeeze Indicator. The current 1-100 percentile rank of the security versus all other US traded stocks on the Short Squeeze Indicator, based on volatility and liquidity. Where a score of 91 indicates that only 9% of stocks have a higher likelihood of a significant relative price rise in the next 30 days.

T3M Volatility Rank. The current 1-100 percentile rank of the security versus all other securities on trailing three month volatility.

T12M Volatility Rank. The current 1-100 percentile rank of the security versus all other securities on trailing twelve month volatility.

Short Interest Unadjusted Country Rank. The current 1-100 percentile rank of the security versus all other securities on the Short Interest model, prior to being adjusted for arbitrage trading strategies (prior to the final Short Interest model score).

SmartHoldings Global Rank. The current 1-100 percentile rank of the security versus all other securities based on the SmartHoldings Model.

SmartHoldings Region Rank. The current 1-100 percentile rank of the security versus all other securities based on the SmartHoldings Model within the security's region.

SmartHoldings Country Rank. The current 1-100 percentile rank of the security versus all other securities based on the SmartHoldings Model within the security's country.

SmartHoldings Sector Rank. The current 1-100 percentile rank of the security versus all other securities based on the SmartHoldings Model within the security's sector.

SmartHoldings Industry Rank. The current 1-100 percentile rank of the security versus all other securities based on the SmartHoldings Model within the security's industry.

SmartHoldings Screening Component Region Rank. The current 1-100 percentile rank of the security in the Screening Component of the SmartHoldings Model versus all other securities in the region. Higher scores indicate securities with the best value on this measure. For example, a score of 87 means that the security's financial attributes are more aligned with institutional preferences than ~87% of securities in the region.

SmartHoldings Change Component Region Rank. The current 1-100 percentile rank of the security in the Change Component of the SmartHoldings Model versus all other securities in the region. Higher scores indicate securities with the best value on this measure. For example, a score of 87 means that the security's financial attributes are trending towards institutional preferences better than ~87% of securities in the region.

SmartHoldings Peer Ownership Region Rank. The current 1-100 percentile rank of the security in the Peer Ownership Component of the SmartHoldings Model versus all other securities in the region. Higher scores indicate securities with the best value on this measure. For example, a score of 87 means that the security's peer profile is better than ~87% of securities in the region.

SmartHoldings Region. The name of the region in which the security is classified for purposes of the SmartHoldings Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
SmartHoldings Screening Component Global Rank. The current 1-100 percentile rank of the security in the Screening Component of the SmartHoldings Model versus all other securities. The Screening Component measures to what degree the characteristics of the security are aligned with aggregate institutional fund preferences and to what extent funds are not already saturated in their ownership of the company's peer group. Higher scores indicate securities with more alignment with fund preferences and lower peer ownership saturation, thereby forecasting higher future demand for the stock. For example, a score of 87 means that the security's combination of financial attributes and peer ownership are more desirable than ~87% of securities.

SmartHoldings Change Component Global Rank. The current 1-100 percentile rank of the security in the Change Component of the SmartHoldings Model versus all other securities. Higher scores indicate securities with the best value on this measure. For example, a score of 87 means that the security's financial attributes have moved more toward institutional preferences than ~87% of securities.

SmartHoldings Peer Ownership Global Rank. The current 1-100 percentile rank of the security in the Peer Ownership Component of the SmartHoldings Model versus all other securities. High scores indicate securities whose peer groups are already heavily owned by institutions, thereby serving to dampen potential future demand for these securities from institutions. For example, a score of 87 means that the security's peer profile is WORSE (more heavily owned) than ~87% of securities.

Credit Structural Distance to Default. Number of standard deviations difference between the market value of the firm's assets and its estimated default point.

Credit Structural Implied Rating. Agency.equivalent credit rating implied by the current estimated forward 1.year SCR default probability.

Credit Structural Region. The name of the region in which the security is classified for purposes of the Structural Credit Risk Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Credit Structural Region Rank. The current 1-100 percentile rank, among other firms in the same region, of a company's 1.year default probability based on the Structural Component of the Thomson Reuters StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit Structural Country Rank. The current 1-100 percentile rank, by country, of a company's 1.year default probability based on the Structural Component of the Thomson Reuters StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit Structural Sector Rank. The current 1-100 percentile rank, among other firms in the same region and industrial sector, of a company's 1.year default probability based on the Structural Component of the Thomson Reuters StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit Structural Industry Rank. The current 1-100 percentile rank, among other firms in the same region and industry, of a company's 1.year default probability based on the Structural Component of the Thomson Reuters StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit Structural Asset Drift Global Rank. The current global 1-100 rank of the annualized rate of change of the market value of the firmís assets according to the Structural Credit Risk model.

Credit Structural Leverage Global Rank. The current global 1-100 rank of the ratio of the default point to the market value of the firmís assets according to the Structural Credit Risk model. The lower the value the farther the firm is from its default point.

Credit Structural Asset Volatility Global Rank. The current global 1-100 rank of the annualized volatility of the market value of the firmís assets according to the Structural Credit Risk model.

Credit SmartRatios PD (%). A percentage that indicates the probability that the company will go bankrupt, or default on its debt obligations, over the next 1.year period based on the SmartRatios Credit Risk Model. The model provides a view of a firm's credit condition and financial health by analyzing a wide array of accounting ratios that are predictive of credit risk.

Credit SmartRatios Global Rank. The current global 1-100 percentile rank of a company's 1.year default probability based on the SmartRatios Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit SmartRatios Implied Rating. Credit SmartRatios Letter Rating: The letter ratings that are mapped from the SmartRatios Default Probabilities (PD) to enable comparison to agency ratings and allow ease of use for those who are calibrated to letter grades. The higher this rating, the less likely the company will go bankrupt, or default on its debt obligation, over the next 1.year period based on the SmartRatios Credit Risk Model.

Credit SmartRatios Region. The name of the region in which the security is classified for purposes of the Credit SmartRatios Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Credit SmartRatios Region Rank. The current regional 1-100 percentile rank of a company's 1.year default probability based on the SmartRatios Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit SmartRatios Sector Rank. The current 1-100 percentile rank, among other firms in the same region and industrial sector, of a company's 1.year default probability based on the SmartRatios Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit SmartRatios Industry Rank. The current 1-100 percentile rank, among other firms in the same region and industry, of a company's 1.year default probability based on the SmartRatios Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit SmartRatios Country Rank. The current 1-100 percentile rank, by country, of a company's 1.year default probability based on the SmartRatios Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1.year period.

Credit SmartRatios Growth Component. A percentile rank that reflects only the growth and stability factors of the SmartRatios Credit Risk Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks.

Credit SmartRatios Profitability Component. A percentile rank that reflects only the profitability factors of the SmartRatios Credit Risk Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks.

Credit SmartRatios Leverage Component. A percentile rank that reflects only the leverage factors of the SmartRatios Credit Risk Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks.

Credit SmartRatios Coverage Component. A percentile rank that reflects only the leverage factors of the SmartRatios Credit Risk Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks.

Credit SmartRatios EPS Std Dev. The standard deviation of y.o.y EPS growth between next fiscal year, this fiscal year and the past 5 years. The lower this ratio, the more stable the company's EPS growth is.

Credit SmartRatios Revenue Std Dev. The standard deviation of y.o.y revenue growth between next fiscal year, this fiscal year and the past 5 years. The lower this ratio, the more stable the company's Revenue growth is.

Credit SmartRatios ROE Stable Growth. The ROE expansion between next fiscal year and 5 years ago, normalized by the standard deviation of yearly ROE for next fiscal year, this fiscal year and the past 5 years. The higher this ratio, the more stable growth the company's ROE has.

Credit SmartRatios Cash to Total Debt. The ratio of Cash & Equiv. to Total Debt and measures how quickly the company can pay off its debt using all current cash. The higher this ratio, the more liquid the company is. The ratio uses a min-divisor of USD $1 Million to prevent infinite and excessively large values.

Credit SmartRatios S.T Debt to Total Debt. Short.term debt as a percentage of Total Debt, reflecting the debt structure of a company.

Credit SmartRatios Oil & Gas Rsrvs/Production. The ratio of proven and probable oil & gas reserves to the total production for Oil & Gas companies.

Credit SmartRatios Return on Tangible Capital. The return on tangible capital after tax using both reported actuals and analyst estimates for earnings. ROTC = (Income before Extraordinary Items . Special Items) / (Total Equity + Total Debt . Goodwill & Intangibles)

Credit SmartRatios Fuel Inventory. Fuel in storage as an inventory for electric utility companies. This is an important cost factor to electric power companies when oil prices are fluctuating in the global market. Data derived from Reuters Fundamentals, COA Code [AFUL].

Credit SmartRatios Unr. Losses/Tang Capital. The ratio of unrealized gain (loss), as a part of comprehensive income, to tangible capital. This ratio along with Credit SmartRatios Return on Tangible Capital gives a more complete picture of a company's rate of return on investment. A minimum divisor of USD $10 million is applied to prevent infinite and excessively large values.

Credit SmartRatios Change in LIFO/Revenue. The change in LIFO reserve as a percentage of Net Revenue. If the change is positive, it is set to zero. The value will only be 0 or negative for this ratio. It measures the extent to which profit margin is artificially inflated when events like "LIFO liquidation" happen, where a company sold more than what it bought in the current period. The more negative this ratio, the more inflated the company's profit margin is.

Credit SmartRatios Unrealized Losses/Revenue. Unrealized gain (loss), as a part of comprehensive income, as a percentage of Net Revenue. This ratio along with Credit SmartRatios Profit Margin gives a more complete picture of a company's profitability.

Credit SmartRatios Profit Margin. Net Income as a percentage of Net Revenue using both reported actuals and analyst estimates for earnings and Revenue. Profit Margin = (Income before Extraordinary Items . Special Items) / Revenue

Credit SmartRatios Pen. Ben. Underfunded to Eq. Underfunded pension benefit as a percentage of Equity. The under.funded pension is an effective part of a company's debt burden that it has to pay off in the future. This ratio along with Credit SmartRatios Net Debt/Equity gives a more complete picture of a company's leverage.

Credit SmartRatios Intangibles/Assets. Goodwill & Intangibles as a percentage of Total Assets.

Credit SmartRatios EBITDA/Interest Expense. Measures how easily the company could pay interest expense on outstanding debt using earnings before interest, taxes and depreciation & amortization (EBITDA). Both reported actuals and analyst estimates for EBITDA are used in the calculation. Under usual circumstances, a negative value for the ratio doesn't make sense when EBITDA is negative. For model calculation purpose, the ratio is calculated by multiplying EBITDA and interest expenses in those cases to preserve the correct ordering among companies. The higher this ratio, the higher ability the company has to pay its interest expenses. Maximum values of 13.6M (FY0), 24.2M (F12M), and 9.5M (T12M) are applied when the denominator is zero.

Credit SmartRatios EBIT/Interest Expense. Measures how easily the company could pay interest expense on outstanding debt using earnings before interest and taxes (EBIT). Both reported actuals and analyst estimates for EBIT are used in the calculation. Under usual circumstances, a negative value for the ratio doesn't make sense when EBIT is negative. For model calculation purpose, the ratio is calculated by multiplying EBIT and interest expenses in those cases to preserve the correct ordering among companies. The higher this ratio, the higher ability the company has to pay its interest expenses. Maximum values of 12.2M (FY0), 13.3M (F12M), and 12.6M (T12M) are applied when the denominator is zero.

Credit SmartRatios FCF/Debt. Measures how quickly the company could pay off all its debt, assuming it used all the Free Cash from Operations (FCF) to do so. Both reported actuals and analyst estimates for Cash Flow from Operations (CFO) are used in the calculation. Under usual circumstances, a negative value for the ratio doesn't make sense when FCF is negative. For model calculation purpose, the ratio is calculated by multiplying FCF and Total Debt in those cases to preserve the correct ordering among companies. The higher this ratio, the more quickly the company can pay off its debt using FCF. FCF/Debt = (CFO - Capex) / Total Debt. Maximum values of 1.6M (FY0), 1.2M (F12M), and 1.5M (T12M) are applied when the denominator is zero.

Credit Text Mining Broker Research Component. The current global 1-100 rank of a company's credit riskiness based on textual data in broker research documents according to the StarMine Text Mining Credit Risk model. Lower risk companies are given higher scores.

Credit Text Mining Country Rank. The current 1-100 percentile rank, by country, of a company's 1-year default probability based on the StarMine Text Mining Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period.

Credit Text Mining Filings Component. The current global 1-100 rank of a company's credit riskiness based on textual data in 10-K, 10-Q, and 8-K filings according to the StarMine Text Mining Credit Risk model. Lower risk companies are given higher scores.

Credit Text Mining Global Rank. The current global 1-100 percentile rank of a company's 1-year default probability based on the Text Mining StarMine Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period.

Credit Text Mining Implied Rating. Agency-equivalent credit rating implied by the current estimated forward 1-year default probability from the StarMine Text Mining Credit Risk Model.

Credit Text Mining Industry Rank. The current 1-100 percentile rank, among other firms in the same region and TRBC Industry Group, of a company's 1-year default probability based on the StarMine Text Mining Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period. The TRBC Industry Group is analogous to the GICS industry.

Credit Text Mining News Component. The current global 1-100 rank of a company's credit riskiness based on textual data in Reuters news articles according to the StarMine Text Mining Credit Risk Model. Lower risk companies are given higher scores.

Credit Text Mining PD (%). A percentage that indicates the probability, according to the StarMine Text Mining Credit Risk Model, that the company will go bankrupt, or default on its debt obligations, over the next 1-year period. The Text Mining model systematically assesses the language in Reuters News, StreetEvents conference call transcripts, corporate filings (10-K, 10-Q, and 8-K) and broker research reports to predict which firms are likely to come under financial distress and which are likely to thrive.

Credit Text Mining Region. The name of the region in which the security is classified for purposes of the Credit Text Mining Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions:
  • Developed Asia
  • Developed Europe
  • Emerging Markets
  • Japan
  • North America
Credit Text Mining Region Rank. The current 1-100 percentile rank, among other firms in the same region, of a company's 1-year default probability based on the StarMine Text Mining Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period.

Credit Text Mining Sector Rank. The current 1-100 percentile rank, among other firms in the same region and TRBC Economic Sector, of a company's 1-year default probability based on the StarMine Text Mining Credit Risk Model. Higher scores indicate companies that are less likely to go bankrupt, or default on their debt obligations, within the next 1-year period. The TRBC Economic Sector is analogous to the GICS sector.

Credit Text Mining Transcripts Component. The current global 1-100 rank of a company's credit riskiness based on textual data in StreetEvents conference call transcripts according to the StarMine Text Mining Credit Risk Model. Lower risk companies are given higher scores.

Credit Text Mining Income Category Score. The Income Category Score focuses on language concerning earnings growth or losses, profit margins, and other income statement related language. For example, we would give a company a lower Income Category Score (higher risk) if a document mentions "a net loss" and a higher score if a document mentions "strong growth this quarter."

Credit Text Mining Structural Category Score. The Structural Category Score uses language about the company's balance sheet and debt structure. For example, we would give a company a lower Structural Category Score (higher risk) if a document mentions "a need to obtain additional financing," while it would receive a higher score if a document discusses "starting a share repurchase program."

Credit Text Mining Legal Category Score. The Legal Category Score focuses on language concerning the company's legal obligations. For example, we would give a company a lower Legal Category Score (higher risk) if a document mentions a company is "in talks with its lenders to extend repayment deadlines," while it would receive a higher score if a document describes that the company is "focused on strong internal controls."

Credit Text Mining External Category Score. The External Category Score uses language concerning factors external to the company. For example, we would give a company a lower External Category Score (higher risk) if a document mentions that "regulatory changes may have negative implications for next year's earnings," while the company would receive a higher score if a document describes "a lack of available components provides a significant barrier to entry for our competitors." The External Category Score only uses data from Reuters News and broker research reports.

Credit Text Mining T1M News Count. The number of Reuters News articles analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past month.

Credit Text Mining T12M News Count. The number of Reuters News articles analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past twelve months.

Credit Text Mining T1M Transcripts Count. The number of StreetEvents conference call transcripts analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past month.

Credit Text Mining T12M Transcripts Count. The number of StreetEvents conference call transcripts analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past twelve months.

Credit Text Mining T1M Filings Count. The number of corporate filings (10-K, 10-Q, and 8-K) analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past month.

Credit Text Mining T12M Filings Count. The number of corporate filings (10-K, 10-Q, and 8-K) analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past twelve months.

Credit Text Mining T1M Broker Research Count. The number of broker research reports analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past month.

Credit Text Mining T12M Broker Research Count. The number of broker research reports analyzed by the StarMine Text Mining Credit Risk model for a company that occur in the past twelve months.

% of Total Insider Holdings Sold. Represents how much company equity insiders actually sold of what they could possibly have sold during the period. The numerator is the dollar amount of all insider sales during the period. The denominator is the sum of that quantity plus the dollar amount of all insider holdings, including equity and vested derivatives, on the last day of the period. Both numerator and denominator are sums over all insiders at the company.

Insider Buying Depth Component. A 1-100 rank representing how much purchasing of company equity by insiders has taken place during the last 2 years, with a strong emphasis on more recent buying. Higher ranks are more bullish (more buying has happened). Note that a significant number of companies have zero purchases during 2 year periods.

Insider Country Rank. A 1-100 rank representing the final StarMine Insider Filings Model US score for a company based on combining the Net Buyer Ratio, Buying Depth, and Selling Depth components. Higher ranks are more bullish. Note this model currently only ranks U.S.-traded securities that file forms 3, 4, and/or 5 with the U.S. Securities and Exchange Commission.

Insider Industry Rank. A 1-100 rank representing the StarMine Insider Filings Model US Country score for companies on an industry-by-industry basis, where "industry" is defined by TRBC (Thomson Reuters Business Classification). Higher ranks are more bullish within a given industry. An industry must have at least 10 companies in order for its companies to receive an Insider Industry Rank.

Insider Net Buyer Ratio Component. A 1-100 rank representing the consensus direction of buying or selling of company equity among all insiders at that company. It is the number of insiders who are net buyers in the last two years minus the number who are net sellers, divided by the total number of insiders. Higher ranks are more bullish (more insiders are buying than are selling).

Insider Sector Rank. A 1-100 rank representing the StarMine Insider Filings Model US Country Rank for companies on a sector-by-sector basis, where "sector" is one of the ten sectors defined by TRBC (Thomson Reuters Business Classification). Higher ranks are more bullish within a given sector.

Insider Selling Depth Component. A 1-100 rank representing how much selling of company equity by insiders has taken place during the last 2 years, with a strong emphasis on more recent selling. Higher ranks are more bullish (less selling has happened).

Number of Adjusted Net Insider Buyers (T24M). The tally of insiders whose total equity purchases exceeded their total equity sales during the period, adjusted to emphasize transactions from the last 90 days.

Number of Adjusted Net Insider Sellers (T24M). The tally of insiders whose total equity sales exceeded their total equity purchases during the period, adjusted to emphasize transactions from the last 90 days.

Number of Buyers. The tally of insiders who had at least one equity purchase during the period. (Note an insider may be both a buyer and a seller.)

Number of Insiders. The tally of individuals who have filed at least one SEC form 3, 4, or 5 regarding this company during the preceding 5 years.

Number of Sellers. The tally of insiders who had at least one equity disposition during the period. (Note an insider may be both a buyer and a seller.)

Total Bought by Insiders (US$ in 000s). The sum of all equity purchase transactions made by all company insiders during the time period. Excludes purchases for indirect ownership.

Total Sold by Insiders (US$ in 000s). The sum of all equity dispositions made by all company insiders during the time period. Excludes dispositions of indirectly-owned shares.


Estimates

Days to Report. The number of calendar days from today until the day the company is expected to report earnings for the fiscal period. For example, if today is Jul-16, then a result of 2 indicates that a company is expected to report earnings on Jul-18. A company with 0 days to report is expected to report earnings today. Requires Broker Module permissions.

Days to Report Next. The number of calendar days from today until the day the company is next expected to report earnings for either the next fiscal quarter or for the next fiscal year, whichever is earlier. For example, if today is Jul-16, then a result of 2 indicates that a company is expected to report earnings for either FQ1 or FY1 on Jul-18. A company with 0 days to report is expected to report earnings today. This field excludes companies with negative "days to report" values due to delinquent filings or other anomalies. Requires Broker Module permissions

Expected Report Date. The date on which a company is expected to announce its financial results for a fiscal period. Requires Broker Module permissions.

Period End Date. The month and year in which the selected fiscal period comes to an end; most fiscal periods end on or near the last calendar day of the month. Requires Broker Module permissions.

Last Quarter Date. The month and year in which the last fiscal quarter came to an end; most fiscal periods end on the last calendar day of the month. Requires Broker Module permissions.

Last Year Date. The month and year in which the last fiscal year came to an end; most fiscal periods end on the last calendar day of the month. Requires Broker Module permissions.

Days Since Last Pre-Announcement. The number of calendar days prior to the data-through date on which the company most recently provided management guidance regarding future period earnings. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the company last issued management guidance on Jul-13 (2 calendar days prior to the data-through date). If a company has never issued pre-announcement earnings guidance, a dash is displayed. This field reflects all guidance-related pre-announcements, whether positive, negative or those not classified as either positive or negative. Pre-announcement data is only available for U.S. companies. Requires Broker Module permissions.

Days Since Last Pos Pre-Announcement. The number of calendar days prior to the data-through date on which the company most recently provided positive (unexpectedly optimistic) management guidance regarding future period earnings. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the company last issued positive management guidance on Jul-13 (2 calendar days prior to the data-through date). If a company's guidance has never been classified as positive, a dash is displayed. Pre-announcement data is only available for U.S. companies. Requires Broker Module permissions.

Days Since Last Neg Pre-Announcement. The number of calendar days prior to the data-through date on which the company most recently provided negative (unexpectedly pessimistic) management guidance regarding future period earnings. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the company last issued negative management guidance on Jul-13 (2 calendar days prior to the data-through date). If a company's guidance has never been classified as negative, a dash is displayed. Pre-announcement data is only available for U.S. companies. Requires Broker Module permissions.

Date of Last Pre-Announcement. The date on which the company most recently provided management guidance regarding future financial results. The field reflects all guidance-related pre-announcements, whether positive, negative or those not classified as either positive or negative. Pre-announcement data is only available for U.S. securities. Requires Broker Module permissions.

Date of Last Pos Pre-Announcement. The date on which the company most recently provided positive (unexpectedly optimistic) management guidance regarding future financial results. Pre-announcement data is only available for U.S. securities. Requires Broker Module permissions.

Date of Last Neg Pre-Announcement. The date on which the company most recently provided negative (unexpectedly pessimistic) management guidance regarding future financial results. Pre-announcement data is only available for U.S. securities. Requires Broker Module permissions.

Number of Mean Analysts. The number of analysts whose estimates are included in the calculation of the mean estimate for a fiscal period. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Number of Mean Analysts Prior. The number of analysts with an active estimate as of a previous point in time. Number of Mean Analysts Prior [7], for example, indicates the number of analysts who had an active estimate on the security for the selected estimate type and period as of 7 calendar days prior to the data-through date. Requires Broker Module permissions.

Mean Estimate Change %. The percent change in the mean estimate based on the following calculation:

Mean Estimate Change % = (Current Mean - Old Mean) / maximum (minimum divisor, |Old Mean|)

In the case of the 30-day mean estimate change, for example, "Old Mean" refers to the mean estimate 30 days prior to the data-through date. In the case of the 7-day change, it refers to the mean estimate 7 days prior. If there is no current mean, or if the "Old Mean" is unavailable, a dash is displayed. Requires Broker Module permissions.

7 Day Mean Change Flag. For a given fiscal period, this field will display the 7 day mean estimate change only if the absolute value of the 7 day mean change is greater than or equal to 2%. If the absolute value of the 7 day mean estimate change is less than 2%, the field with be left blank. Requires Broker Module permissions.

Mean Estimate. The mean of all the current estimates for a fiscal period. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Mean Estimate Prior. The mean estimate as of a previous point in time. Mean Estimate Prior [7], for example, indicates the value of the mean estimate 7 calendar days prior to the data-through date. Requires Broker Module permissions.

Median Estimate. For a fiscal period with an odd number of current estimates, the value of the middle estimate. For a fiscal period with an even number of current estimates, the average of the middle two estimates. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Average Revision %. The percent amount of the average revision among those analysts who revised their estimates during the selected time period. The percent revision for an individual analyst is based on the following calculation:

Revision % = (Current Estimate - Old Estimate) / maximum (minimum divisor, |Old Estimate|)

In the case of the 30-day average revision, for example, "Old Estimate" refers to an analyst's estimate 30 days prior to the data-through date. In the case of the 7-day revision, it refers to an analyst's estimate 7 days prior. If an analyst does not have a current estimate or did not have an "Old Estimate", he or she is excluded from the Average Revision % calculation. If no analysts revised during the selected time period, a dash is displayed. Requires Broker Module permissions.

Standard Deviation %. The standard deviation of a fiscal period's estimates divided by the absolute value of the mean estimate for the fiscal period. If the mean is close to zero, we divide by the minimum divisor instead. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Standard Deviation. The standard deviation of estimates. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Number of Analysts Revising Up. A count of the number of analysts whose current estimate is higher than their estimate at a distinct point in the past. In the case of the number revising up in 30 days, for example, we compare the analyst's current estimate to his or her estimate 30 days prior to the data-through date. We do not count an analyst as revising up if, for example, her estimate 30 days ago was $1.00 and her current estimate is $1.00, even if she raised her estimate to $1.10 during the 30 day period and subsequently lowered it back to $1.00. Requires Broker Module permissions.

Number of Analysts Revising Down. A count of the number of analysts whose current estimate is lower than their estimate at a distinct point in the past. In the case of the number revising down in 30 days, for example, we compare the analyst's current estimate to his or her estimate 30 days prior to the data-through date. We do not count an analyst as revising down if, for example, her estimate 30 days ago was $1.00 and her current estimate is $1.00, even if she lowered her estimate to $0.90 during the 30 day period and subsequently raised it back to $1.00. Requires Broker Module permissions.

Estimate Diffusion. A measure of the trend in analyst estimate revisions during a given time period. Diffusion is defined as (# revising up - # revising down) / (# total revisions), and ranges from -1 to 1. For example, if four analysts revised their estimates upward and one revised downward during the last 30 days, the 30-day diffusion is (4-1)/5 = 0.6. Requires Broker Module permissions.

Days Since Last Report. The number of calendar days prior to the data-through date on which the company most recently reported earnings for a fiscal period (either a quarter or a year). For example, if the company last reported annual results 103 days prior to the data-through date and quarterly results 18 days prior to the data-through date, the field would display 18. Requires Broker Module permissions.

Date of Last Report. The date on which the company most recently reported earnings for a fiscal period (either a quarter or a year). Requires Broker Module permissions.

High Estimate Change %. The percent change in the high estimate based on the following calculation:

High Estimate Change % = (Current High - Old High) / maximum (minimum divisor, |Old High|)

In the case of the 30-day high estimate change, for example, "Old High" refers to the high estimate 30 days prior to the data-through date. In the case of the 7-day change, it refers to the high estimate 7 days prior. If there is no current high, or if the "Old High" is unavailable, a dash is displayed. Requires Broker Module permissions.

High Estimate. The highest estimate of all the current estimates for a fiscal period. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

High Estimate Prior. The high estimate as of a previous point in time. High Estimate Prior [7], for example, indicates the value of the high estimate 7 calendar days prior to the data-through date. Requires Broker Module permissions.

Low Estimate Change %. The percent change in the low estimate based on the following calculation:

Low Estimate Change % = (Current Low - Old Low) / maximum (minimum divisor, |Old Low|)

In the case of the 30-day low estimate change, for example, "Old Low" refers to the low estimate 30 days prior to the data-through date. In the case of the 7-day change, it refers to the low estimate 7 days prior. If there is no current low, or if the "Old Low" is unavailable, a dash is displayed. Requires Broker Module permissions.

Low Estimate. The lowest estimate of all the current estimates for a fiscal period. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Low Estimate Prior. The low estimate as of a previous point in time. Low Estimate Prior [7], for example, indicates the value of the low estimate 7 calendar days prior to the data-through date. Requires Broker Module permissions.

Surprise % (Last Q). The difference between an actual income statement item for the last reported quarter and the mean estimate of that item on the day of the earnings report, expressed as a percent of the mean. The calculation is:

Surprise % Last Q = (Actual - Mean) / maximum (|Mean|, minimum divisor)

Requires Broker Module permissions.

Surprise % (Last Y). The difference between an actual income statement item for the last reported year and the mean estimate of that item on the day of the earnings report, expressed as a percent of the mean. The calculation is:

Surprise % Last Y = (Actual - Mean) / maximum (|Mean|, minimum divisor)

Requires Broker Module permissions.

60-Day Surprise % (Last Q). The difference between an actual income statement item for the last reported quarter and the mean estimate of that item 60 days prior to the day of the earnings report, expressed as a percent of the mean. The calculation is:

60-Day Surprise % Last Q = (Actual - Mean) / maximum (|Mean|, minimum divisor)

Requires Broker Module permissions.

60-Day Surprise % (Last Y). The difference between an actual income statement item for the last reported year and the mean estimate of that item 60 days prior to the day of the earnings report, expressed as a percent of the mean. The calculation is:

60-Day Surprise % Last Y = (Actual - Mean) / maximum (|Mean|, minimum divisor)

Requires Broker Module permissions.

Calendar Year Date. The underlying calendar year that corresponds to a given CY period. "CY1" generally reflects the current calendar year. Calendar year periods are "flipped" to the next year in mid January each year. Requires Broker Module permissions.

Calendar Year Mean Estimate. The calendar year value for the selected CY period, using Mean Estimates and/or reported actuals. "CY1" generally reflects the current calendar year. Calendar year periods are "flipped" to the next year in mid January each year. Requires Broker Module permissions.

Preferred Earnings Type. The income statement item selected by StarMine to be the Preferred Earnings measure for the security. Requires Broker Module permissions.

Parent Flag. A value of 0 or 1 that indicates whether the estimate-related fields for the security are calculated on a "Parent" basis or a "Consolidated" basis. A value of 1 indicates that the data is on a Parent basis. A value of 0 indicates that the data is on a Consolidated basis. Requires Broker Module permissions.

Days Since Last Basis Change. The number of calendar days prior to the data-through date on which the company most recently underwent a basis change in its estimates. The most common reason that a company would undergo a basis change is when a majority of the analyst community switches from issuing estimates on one accounting standard to another accounting standard. Suppose that today is Jul-16 and the data-through date is Jul-15. If the company, for example, changed from pre-IFRS to post-IFRS estimates on Jul-13, the field would display 2, indicating that the estimate basis changed 2 calendar days prior to the data-through date. Requires Broker Module permissions.

Date of Last Basis Change. The date on which the company most recently underwent a basis change in its estimates. The most common reason that a company would undergo a basis change is when a majority of the analyst community switches from issuing estimates on one accounting standard to another accounting standard. The change from pre-IFRS to post-IFRS estimates is an example of this type of basis change. Requires Broker Module permissions.


Recommendations

Recommendation Mean. An average of all the current recommendations on a security calculated using a 1-5 scale for recommendations in which a Strong Buy is assigned a 1 and a Strong Sell is assigned a 5. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

House Recommendation. The Buy/Hold/Sell recommendation issued by you or another person at your firm, if one has been made. Requires the House Research module.

Recommendation Mean Change. The difference between the current recommendation mean and the recommendation mean at a distinct point in the past based on the following calculation:

Recommendation Mean Change = Current Recommendation Mean - Old Recommendation Mean

In the case of the 30-day recommendation mean change, for example, "Old Recommendation Mean" refers to the recommendation mean value 30 days prior to the data-through date. In the case of the 7-day change, it refers to the recommendation mean value 7 days prior. If there is no current recommendation mean, or if the "Old Recommendation Mean " is unavailable, a dash is displayed. Please note that negative numbers indicate that the recommendation mean has improved. Requires Broker Module permissions.

Recommendation Mean Prior. The recommendation mean as of a previous point in time. Recommendation Mean Prior [7], for example, indicates the value of the recommendation mean 7 calendar days prior to the data-through date. Requires Broker Module permissions.

7 Day Recommendation Mean Chg Flag. This field is designed to highlight when meaningful recommendation changes have occurred over the last seven days. The field will display a green up arrow if recommendation activity is significantly positive over the last seven days, a red down arrow if recommendation activity is significantly negative over the last seven days, and nothing if there has not been a meaningful trend in recommendation activity over the last seven days. Requires Broker Module permissions.

Days Since New Recommendation. The number of calendar days prior to the data-through date on which an analyst issued a new recommendation on the security. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the most recent new recommendation was issued on Jul-13 (2 calendar days prior to the data-through date). For purposes of this field a new recommendation can be either an initiation of coverage or a change in an analyst's existing recommendation. If no analyst has ever issued a recommendation on the security, a dash is displayed. Requires Broker Module permissions.

Days Since New Sell Recommendation. The number of calendar days prior to the data-through date on which an analyst issued a new sell recommendation (a numerical recommendation of either 4 or 5) on the security. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the most recent sell recommendation was issued on Jul-13 (2 calendar days prior to the data-through date). For purposes of this field a sell recommendation includes both initiations of coverage at a 4 or 5, or downgrades to a 4 or 5. If no analyst has ever issued a sell recommendation on the security, a dash is displayed. Requires Broker Module permissions.

Days Since 2-Level Recommendation Chg. The number of calendar days prior to the data-through date on which an analyst changed his recommendation on the security by at least 2 numerical levels. For example, if today is Jul-16 and the data-through date is Jul-15, then a result of 2 means that the most recent 2-level recommendation change was issued on Jul-13 (2 calendar days prior to the data-through date). Neither an initiation of coverage nor a "multi-step" recommendation change (a 1-level drop one day followed quickly by another 1-level drop) is considered a 2-level change for purposes of this field. If no analyst has ever made a 2-level recommendation change on the security, a dash is displayed. Requires Broker Module permissions.

Recommendation Diffusion . A measure of the trend in analyst recommendation changes during a given time period. Recommendation Diffusion is defined as (# upgrades - # downgrades) / (# total recommendation changes), and ranges from -1 to 1. For example, if four analysts upgraded their recommendations and one downgraded during the last 30 days, the 30-day diffusion is (4-1)/5 = 0.6.

Number of Upgrades. A count of the number of analysts whose current recommendation is more positive (a lower number) than their recommendation at a distinct point in the past. In the case of the number of upgrades in 30 days, for example, we compare the analyst's current recommendation to his or her recommendation 30 days prior to the data-through date. We do not count an analyst as an upgrade if, for example, her recommendation 30 days ago was a Hold and her current recommendation is a Hold, even if she raised her recommendation to a Strong Buy during the 30 day period and subsequently lowered it back to a Hold. Requires Broker Module permissions.

Number of Downgrades. A count of the number of analysts whose current recommendation is more negative (a higher number) than their recommendation at a distinct point in the past. In the case of the number of downgrades in 30 days, for example, we compare the analyst's current recommendation to his or her recommendation 30 days prior to the data-through date. We do not count an analyst as a downgrade if, for example, her recommendation 30 days ago was a Strong Buy and her current recommendation is a Strong Buy, even if she lowered her recommendation to a Hold during the 30 day period and subsequently lowered it back to a Strong Buy. Requires Broker Module permissions.

Number of Analysts. The number of analysts with a current recommendation on the security. Requires Broker Module permissions, and requires a license from Thomson Reuters in order to export or download.

Number of Strong Buy Recommendations. The number of current broker recommendations on the security that are Strong Buy or the equivalent.

Number of Buy Recommendations. The number of current broker recommendations on the security that are Buy or the equivalent.

Number of Hold Recommendations. The number of current broker recommendations on the security that are Hold or the equivalent.

Number of Sell Recommendations. The number of current broker recommendations on the security that are Sell or the equivalent.

Number of Strong Sell Recommendations. The number of current broker recommendations on the security that are Strong Sell or the equivalent.

Number of Price Targets. The number of analysts with a current Price Target on the security. Requires Broker Module permissions, and requires a license from Thomson Financial in order to export or download.

Mean Price Target. The mean of all current analyst price targets. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

Median Price Target. The median of all current analyst price targets. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

High Price Target. The highest price target among all current analyst price targets. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

Low Price Target. The lowest price target among all current analyst price targets. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

Price Target Std Dev. The standard deviation of all current analyst price targets. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

Price Target Std Dev %. The standard deviation of all current analyst price targets divided by the mean price target. Requires Broker Module permissions, and requires a license from Thomson Financial in order to download.

Price / Mean Price Target. The ratio of the last close price to the current Mean Price Target. Requires Broker Module permissions.


Company Basics

Ticker. The identifier of the security on the primary exchange on which the security trades.

Company Name. The name of the company.

Market Cap (MM Local Currency). The equity value of the company calculated by multiplying the company's closing stock price by its number of shares outstanding. The result is expressed in millions of units of the price currency.

Market Cap (MM $US). The equity value of the company calculated by multiplying the company's closing stock price by its number of shares outstanding and converting the result into millions of US dollars using a current exchange rate.

Market Cap (MM Euro). The equity value of the company calculated by multiplying the company's closing stock price by its number of shares outstanding and converting the result into millions of Euros using a current exchange rate.

Float (MM Local Currency). The equity value of the company's tradable market value calculated by multiplying the company's closing stock price by its number of shares publicly owned and available for trading. The result is expressed in millions of units of the price currency.

Float (MM $US). The equity value of the company's tradable market value calculated by multiplying the company's closing stock price by its number of shares publicly owned and available for trading, and converting the result into millions of US dollars using a current exchange rate.

Float (MM Euro). The equity value of the company's tradable market value calculated by multiplying the company's closing stock price by its number of shares publicly owned and available for trading, and converting the result into millions of Euros using a current exchange rate.

Price. The most recent per-share price for a security. This field is available in Screens but not through Daily Downloads.

52-week High Price. A security's highest per share, split-adjusted closing price over the past 365 days.

52-week Low Price. A security's lowest per share, split-adjusted closing price over the past 365 days.

Average Traded Volume (000s). The average number of split-adjusted shares of a security traded daily based on the most recent 30 calendar days, expressed in thousands of shares. Weekends and holidays are not included in the calculation. A value of "29,716", for example, corresponds to an average volume of 29,716,000 shares.

Average Traded Volume (000s Local Cur). The average number of split-adjusted shares of a security traded daily based on the most recent 30 calendar days multiplied by the average daily closing price of the security over the same period, expressed in thousands of local currency units. Weekends and holidays are not included in the calculation. For example, for a security traded in U.S. dollars, a value of "2975" corresponds to an average traded volume of $2,975,000 daily.

Average Traded Volume (000s US$). The average number of split-adjusted shares of a security traded daily based on the most recent 30 calendar days multiplied by the average daily closing price of the security over the same period, expressed in thousands of U.S. dollars. Weekends and holidays are not included in the calculation. For example, for a security traded in U.S. dollars, a value of "2975" corresponds to an average traded volume of $2,975,000 daily.

Total Shares Outstanding. The number of shares used in the calculation of Market Capitalization for the company.

Short Interest Ratio. The most recent Short Interest Shares value divided by the Average Daily Volume over the 30 days prior to the Short Interest Shares settlement date as provided by the exchange. This value is provided only for the Primary Security as determined by StarMine Professional. The value is not available for Export.

Short Interest Shares. The most recent Short Interest Shares value. This value is provided only for the Primary Security as determined by StarMine Professional. The value is not available for Export.

Short Interest % of Float. The most recent Short Interest Shares value divided by the Issue Level Float as of the Short Interest Shares settlement date. This value is provided only for the Primary Security as determined by StarMine Professional. The value is not available for Export.

Short Interest % of Float Chg. The percentage point change in the Short Interest % of Float value between the current value and the value as of the selected change period. The value is not available for Export.

Short Interest Shares % Chg. The percentage change in the Short Interest Shares value between the current value and the value as of the selected change period. The value is not available for Export.

GICS Sector. The sector of the security as provided by the Global Industry Classification Standard (GICS). This field is available in Screens but not through Daily Downloads.

GICS Industry. The industry of the security as provided by the Global Industry Classification Standard (GICS). This field is available in Screens but not through Daily Downloads.

Security Country. The full name of the country in which the security trades.

Security Country Code. A two-letter abbreviation of the country in which the security trades.

Home Country. The full name of the country in which the company is headquartered.

Home Country Code. A two-letter abbreviation of the country in which a company is headquartered.

ADR Flag. Indicates a security that trades in the US as an American Depository Receipt. This flag applies only to US securities.

Most Coverage Flag. A value of "1" indicates that a given security has the most analyst coverage of any active security for a given company. A value of "0" indicates that another security for the company has more analyst coverage. Based on the number of FY1 Preferred Earnings estimates. Requires Broker module permissions.

Coverage Level. Indicates the relative level of analyst coverage for a given security among multiple listings for a given company. A value of "2" indicates that the security has the most coverage of any active security for the company and has at least 75% of unique broker estimates. A value of "1" indicates that the security has the most coverage of any active security for the company, but does not have a strong majority (< 75% of unique estimates). A value of "0" indicates that another security for the company has more analyst coverage. Based on the number of FY1 Preferred Earnings estimates. Requires Broker module permissions.

Estimate Currency. The full name of the currency in which estimates are issued for a security. This field requires any Daily Download subscription to export or access via Excel Add-in. Requires Broker Module permissions.

Estimate Currency Code. A three-letter abbreviation of the currency in which estimates are issued for a security. This field requires any Daily Download subscription to export or access via Excel Add-in. Requires Broker Module permissions.

FX Estimate to USD Conversion Rate. The exchange rate that, if multiplied by, would convert an estimate to US Dollars. For example, if the Revenue SmartEstimate was 1000 euros and the FX rate was 1.234, the value in USD would be $1234.

Financials Currency Code. A three-letter abbreviation of the currency in which financial statements are provided for a company. Requires Fundamental Module permissions.

FX Avg. Financials to USD Conversion Rate. The average exchange rate over the selected period that, if multiplied by, would convert a financial statement value to US Dollars. For example, if Net Income was 1000 euros and the FX rate was 1.400, the value in USD would be $1400. Average FX rate is used to convert income and cash flow values as they occur over the statement period. Requires Fundamental Module permissions.

FX Spot Financials to USD Conversion Rate. The exchange rate at the end of the selected period that, if multiplied by, would convert a financial statement value to US Dollars. For example, if Total Assets was 1000 euros and the FX rate was 1.400, the value in USD would be $1400. Spot FX rate is used to convert balance sheet values as they represent the value at period end. Requires Fundamental Module permissions.

Price Currency. The full name of the currency in which the shares of the company trade.

CUSIP. For North American securities, the field provides the CUSIP of the security. For non-North American securities, the field is null. This field is available only through the Daily Downloads module. Requires a CUSIP license from Standard & Poor's.

SEDOL. The Stock Exchange Daily Official List identifier, a 6-character item used by the London Stock Exchange to identify securities. When a SEDOL contains 7 characters, the last character is a check digit that is not essential to identifying the security. A 6-character SEDOL provided by StarMine will match the first 6 character of a 7-character SEDOL that includes the check digit. Requires a SEDOL license from the London Stock Exchange.

CUSIP/SEDOL. For North American securities, the field provides the CUSIP of the security; for non-North American securities, the field provides the SEDOL of the security. This field is available only through the Daily Downloads module. Requires a CUSIP license from Standard & Poor's and a SEDOL license from the London Stock Exchange.

StarMine Security ID. A unique sequence of numbers assigned by StarMine to each security for identification purposes. This field is available only through the Daily Downloads module.

Vendor Ticker. The identifier used by Thomson Reuters to identify the security. This field is available only through the Daily Downloads module.

RepNo (Company Identifier). The unique company identifier for Reuters Fundamentals companies. These numbers are generated and maintained by Thomson Reuters, do not change over time and are never re-used. This field is only available through the Daily Downloads module. Requires Fundamental Module permissions.

Data-Through Date (Analyst). The date of the most recent update of a security's Analyst data. Requires Broker Module permissions.

Data-Through Date (Fundamental). The date of the most recent update of a security's Financials Module data. Requires Fundamental Module permissions.

Period End Date. The last day in the period being reported in a company's 10Q or 10K filing. For example, if the company files its Mar-04 10Q filing, the period end date would be 31-Mar-05. Requires Fundamental Module permissions.

New Filing Received Date. The date the most recent financials data was received, processed and became available in StarMine. New data could be the result of a new filing or a restatement on a previous filing. Requires Fundamental Module permissions.

Last Restated. The date of the most recent restatement to the period selected. If the period has not been restated, the field will show "-". Requires Fundamental Module permissions.

Change in Auditor Flag. Indicates whether or not the company has changed audit firms in the last period. If the company HAS changed auditors, the field will show a 1, otherwise it will show a 0. Requires Fundamental Module permissions.

Restatement Flag. Indicates whether or not the company has restated its financials for the selected period. Requires Fundamental Module permissions.

Beta Neutralized Flag. Indicates whether or not the EQ Score for the company includes a beta compensating adjustment. If the score has been beta neutralized, the field will show a 1, otherwise it will show a 0. This field is available only through the Daily Downloads module. Requires Fundamental Module permissions.

ADR Flag. Indicates a security that trades in the US as an American Depository Receipt. This flag applies only to US securities.

Consolidated Financials Flag. Indicates whether or not the company's financial statements represent consolidated data or non-consolidated data. A "1" indicates consolidated while a "0" indicates non-consolidated. Requires Fundamental Module permissions.

Short Interest %. The most recent Short Interest Shares value divided by the most recent shares outstanding as of the Short Interest Shares settlement date. This value is provided only for the Primary Security as determined by StarMine Professional and is available only for securities on the NYSE, NASDAQ and AMEX markets. The value is not available for Export.

Institutional Ownership %. StarMine calculates Institutional Ownership % for the primary share issue by taking the latest ownership record for each fund reported in the last two years, summing them, and then dividing the sum by the total primary shares outstanding. Institutional Ownership % is currently only available for US listed securities.

Primary Security Flag. A flag that denotes what StarMine determines as a Company's Primary Security. Primary Security logic looks at trading country (preferring the security that trades in the same country as the company), share classification (preferring common shares), and price data recency, amongst other things.

TRBC Economic Sector. The TRBC Economic Sector of the security according to the Thomson Reuters Business Classification Scheme (TRBC). Available in Excel.
   TRBC
Highest Level  Economic Sector
   Business Sector
   Industry Group
Most Granular  Industry
Further TRBC documentation

TRBC Business Sector. The TRBC Business Sector of the security according to the Thomson Reuters Business Classification Scheme (TRBC). Available in Excel.

TRBC Industry. The TRBC Industry of the security according to the Thomson Reuters Business Classification Scheme (TRBC). Available in Excel.

TRBC Industry Group. The TRBC Industry Group of the security according to the Thomson Reuters Business Classification Scheme (TRBC). Available in Excel.


Valuation — Intrinsic

Intrinsic Value – In Projection Currency. The Intrinsic Value of a security calculated by the StarMine valuation model, using the StarMine SmartGrowth EPS projections as inputs, expressed in the currency of the projections. Requires Valuation Daily Download permissions.

Intrinsic Value – In Price Currency. The Intrinsic Value of a security calculated by the StarMine valuation model, using the StarMine SmartGrowth EPS projections as inputs, expressed in the same currency as the Last Close price. Requires Fundamental Module permissions.

Intrinsic Value (My/House). The Intrinsic Value of a security calculated by the StarMine valuation model, using EPS projections from either your inputs or those that have been published as the House projections (see glossary for My/House) as inputs, expressed in the same currency as the Last Close price. Requires Fundamental Module permissions.

Price / Intrinsic Value. The ratio of the previous day's market close price to the Intrinsic Value calculated by the StarMine valuation model, using the StarMine SmartGrowth EPS projections as inputs. Requires Fundamental Module permissions.

Price / Intrinsic Value Region Rank. The P/IV Region Rank (StarMine) is a 1-100 score ranking StarMine's P/IV ratio (lowest P/IV = 100) within the security's region. Requires Fundamental Module permissions.

Price / Intrinsic Value Country Rank. The P/IV Country Rank (StarMine) is a 1-100 score ranking StarMine's P/IV ratio (lowest P/IV = 100) within the security's country. Requires Fundamental Module permissions.

Price / Intrinsic Value Sector Rank. The P/IV Sector Rank (StarMine) is a 1-100 score ranking StarMine's P/IV ratio (lowest P/IV = 100) within the security's region-sector. Requires Fundamental Module permissions.

Price / Intrinsic Value Industry Rank. The P/IV Industry Rank (StarMine) is a 1-100 score ranking StarMine's P/IV ratio (lowest P/IV = 100) within the security's region-industry. Requires Fundamental Module permissions.

Price / Intrinsic Value (My/House). The ratio of the previous day's market close price to the Intrinsic Value calculated by the StarMine valuation model, using the using EPS projections from either your inputs or those that have been published as the House projections (see glossary for My/House) as inputs. Requires Fundamental Module permissions.

Diff from Median P/IV. This field represents the difference between the industry median P/IV value and the stock's P/IV value resulting from the StarMine SmartGrowth projections. Requires Fundamental Module permissions.

IV Predicted 1-Year Return. The annual percentage return that would be experienced if the price of the stock changed to equal the StarMine Intrinsic Value over the next 12 months. Requires Fundamental Module permissions.

IV Forward 10-Year EPS CAGR. The compound annual growth rate (CAGR) between the last reported EPS figure and the Fiscal Year 10 EPS figure projected by the StarMine SmartGrowth model. Requires Fundamental Module permissions.

IV Forward 5-Year EPS CAGR. The compound annual growth rate (CAGR) between the last reported EPS figure and the Fiscal Year 5 EPS figure projected by the StarMine SmartGrowth model. Requires Fundamental Module permissions.

IV Forward 10-Year EPS CAGR (My/House). The compound annual growth rate (CAGR) between the last reported EPS figure and the Fiscal Year 10 EPS figure from either your inputs or those that have been published as the House projections (see glossary for My/House) as inputs. Requires Fundamental Module permissions.

IV Forward 5-Year EPS CAGR (My/House). The compound annual growth rate (CAGR) between the last reported EPS figure and the Fiscal Year 5 EPS figure from either your inputs or those that have been published as the House projections (see glossary for My/House) as inputs. Requires Fundamental Module permissions.

IV Diff from Median F10Y EPS CAGR. This field represents the difference between the industry median F10Y EPS CAGR and the stock's F10Y EPS CAGR value resulting from the use of the StarMine SmartGrowth figures. Requires Fundamental Module permissions.

IV Warranted F12M P/E. The IV Warranted F12M P/E is a price to earnings multiple that uses the intrinsic value for the security from the StarMine valuation model (using StarMine SmartGrowth EPS projections) as the numerator and the forward 12-month (F12M) EPS from the SmartGrowth model as the denominator. The figure represents what the F12M P/E would be if both measures were accepted as accurate. Requires Fundamental Module permissions.

IV Warranted F12M P/E (My/House). The Warranted F12M P/E is a price to earnings multiple that uses the intrinsic value for the security from the StarMine valuation model (using the using EPS projections from either your inputs or those that have been published as the House projections (see glossary for My/House) as the numerator and the forward 12-month (F12M) EPS from the either your inputs or those that have been published as the House projections as the denominator. The figure represents what the F12M P/E would be if both measures were accepted as accurate. Requires Fundamental Module permissions.

IV Diff from Median Warranted P/E. This field represents the difference between the industry median Warranted P/E value and the stock's Warranted P/E value resulting from the use of the StarMine SmartGrowth figures. Requires Fundamental Module permissions.

IV Forward P/E (My/House). The Forward P/E is a price to earnings multiple that uses the Last Close price as the numerator and the forward 12-month (F12M) EPS from the either your inputs or those that have been published as the House projections as the denominator. (see glossary for My/House) Requires Fundamental Module permissions.

IV Market Implied 10Year EPS CAGR. The Forward 10-Year EPS CAGR that results from proportionally changing FY1 through FY5 EPS figures such that the resulting Intrinsic Value matches the previous day's market close price. Requires Fundamental Module permissions.

IV Market Implied 5Year EPS CAGR. The Forward 5-Year EPS CAGR that results from proportionally changing FY1 through FY5 EPS figures such that the resulting Intrinsic Value matches the previous day's market close price. Requires Fundamental Module permissions.

IV Earnings Projection. This field displays the fiscal year EPS estimate for the selected period from the StarMine SmartGrowth model. Fiscal Years 1 through 15 are available. Requires Fundamental Module permissions.

IV Earnings Growth Projection. This field displays the fiscal year EPS growth estimate for the selected period from the StarMine SmartGrowth model. Fiscal Years 1 through 15 are available. Requires Fundamental Module permissions.

IV Earnings Projection (My/House). This field displays the fiscal year EPS estimate for the selected period from the either your inputs or those that have been published as the House projections. Fiscal Years 1 through 15 are available. (see glossary for My/House) Requires Fundamental Module permissions.

IV Earnings Growth Projection (My/House). The Growth Estimate field displays the fiscal year EPS growth estimate for the selected period from the either your inputs or those that have been published as the House projections. Fiscal Years 1 through 15 are available. (see glossary for My/House) Requires Fundamental Module permissions.

IV Dividends Projection. This field displays the fiscal year dividends per share (DPS) estimate for the selected period from the StarMine SmartGrowth model. Fiscal Years 1 through 15 are available. Requires Fundamental Module permissions.

IV FY0 Earnings. This field displays the FY0 EPS value used in the SmartGrowth model and in the calculation of all F10Y CAGRs. Requires Valuation Daily Download permissions.

IV Date Projections Last Saved. The date that the projections (My/House) were last saved. Fiscal Years 1 through 10 are available. Requires Fundamental Module permissions.

IV Period Reported Since Last Save. Indicates whether a fiscal quarter (FQ) or fiscal year (FY) has been reported since the projections (My/House) were last saved. Requires Fundamental Module permissions.

IV Projection Author. Provides the name of the author of the projections underlying the My/House field values displayed on that row. Requires Fundamental Module permissions.

IV Sharing Level. Provides the level at which the projections underlying the My/House field values displayed on that row were saved. The possible values are Private, Shared or House. Requires Fundamental Module permissions.

IV Discount Rate. This field displays the discount rate used in the StarMine Intrinsic Valuation model to discount the dividends to the end of the FY0 period. Requires Valuation Daily Download permissions.

IV Discount Rate Time Adjustment Factor. This field displays the discount rate used in the StarMine Intrinsic Valuation model to adjust the present value calculation to reflect the use of a mid-year convention and for the current date (as is required when the end of FY1 is actually in the past). Requires Valuation Daily Download permissions.

IV Steady State Year (Earnings). This field displays the year in which the company reaches Steady State Earnings Growth in the StarMine SmartGrowth model. Requires Valuation Daily Download permissions.

IV Steady State Growth (Earnings). This field displays the growth rate of the company at and after the year indicated by the IV Steady State Year (Earnings) value in the StarMine SmartGrowth model. Requires Valuation Daily Download permissions.

IV Steady State Year (Dividends). This field displays the year in which the company reaches Steady State Dividend Payout in the StarMine SmartGrowth model. Requires Valuation Daily Download permissions.

IV Steady State Dividend Payout Rate. This field displays the dividend payout rate of the company at and after the year indicated by the IV Steady State Year (Dividends) value in the StarMine SmartGrowth model. Requires Valuation Daily Download permissions.

IV Earnings Measure Type. This field displays the type of earnings projected for this company in the StarMine SmartGrowth model. The field will have a value of either EPS or FFO. Requires Valuation Daily Download permissions.

IV Projection Currency. This field displays the name of the currency in which the StarMine SmartGrowth model has recorded projections. Requires Valuation Daily Download permissions.

IV Projection Currency Code. This field displays the ISO code for the currency in which the StarMine SmartGrowth model has recorded projections. Requires Valuation Daily Download permissions.

IV Region. This field displays the StarMine SmartGrowth model region in which the security trades. Requires Valuation Daily Download permissions.

IV Latest Fiscal Year Period End Date. This field displays the period end date of the most recently reported/filed annual period. Requires Valuation Daily Download permissions.


Valuation — Relative

Rel Val Global Rank. The current global 1-100 percentile rank of the security in the overall Relative Valuation Model. Higher scores indicate stocks with the best value when considering all Relative Valuation model components that are relevant for the stock. Requires Valuation Daily Download permissions.

Rel Val Region Rank. The current regional 1-100 percentile rank of the security in the overall Relative Valuation Model. Higher scores indicate stocks with the best value when considering all Relative Valuation model components that are relevant for the stock. Requires Valuation Daily Download permissions.

Rel Val Country Rank. The current 1-100 percentile rank of the security versus all other securities trading in the same country on the overall Relative Value Model. Higher scores indicate stocks with the best value when considering all Relative Value model components that are relevant for the stock. Requires Fundamental Module permissions.

Rel Val Sector Rank. The current sector 1-100 percentile rank of the security in the overall Relative Valuation Model. Higher scores indicate stocks with the best value when considering all Relative Valuation model components that are relevant for the stock. Requires Valuation Daily Download permissions.

Rel Val Industry Rank. The current industry 1-100 percentile rank of the security in the overall Relative Valuation Model. Higher scores indicate stocks with the best value when considering all Relative Valuation model components that are relevant for the stock. Requires Valuation Daily Download permissions.

Rel Val P/E Component. The current global 1-100 percentile rank of the security in the P/E Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher earnings yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val P/CF Component. The current global 1-100 percentile rank of the security in the Price/Cash Flow Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher cash flow yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val EV/EBITDA Component. The current global 1-100 percentile rank of the security in the EV/EBITDA Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher EBITDA yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val EV/Sales Component. The current global 1-100 percentile rank of the security in the EV/Sales Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher sales yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val P/Book Component. The current global 1-100 percentile rank of the security in the P/Book Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher book value yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val Dividend Yield Component. The current global 1-100 percentile rank of the security in the Dividend Yield Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a higher dividend yield than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val Buyback Component. The current global 1-100 percentile rank of the security in the Buyback Component of the Relative Valuation Model. Higher scores indicate stocks with the best value on this measure. For example, a score of 87 means that the stock had a lower T12M percentage change in shares outstanding (after adjusting for splits) than ~87% of global stocks. Requires Valuation Daily Download permissions.

Rel Val Region. The name of the region in which the security is classified for purposes of the Relative Valuation Model Region Rank. Assignment to a region is based on the country in which a security trades. All countries are designated into one, and only one, of the following five regions: Developed Asia, Developed Europe, Emerging Markets, Japan, North America.

Rel Val EV/Sales. The ratio of Enterprise Value to Sales used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

Rel Val EV/EBITDA. The ratio of Enterprise Value to EBITDA used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

Rel Val P/E. The ratio of Price to Earnings used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

Rel Val Price/Cash Flow. The ratio of Price to (operating) Cash Flow used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

Rel Val Price/Book. The ratio of Price to Book Value used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

Rel Val Dividend Yield. The Dividend Yield used in the StarMine Relative Valuation model. Available for either the forward 12-month period or the trailing 12-month period. Requires Broker and Fundamental permissions.

T12M % Change in Shares Outstanding. The split-adjusted percentage change in Shares Outstanding for the security in the past 12 months. Requires Fundamental Module permissions.

Trailing 4 Quarter P/E. The ratio calculated by dividing a security's most recent closing price by its total per share earnings over the past four quarters. If the security does not report quarterly earnings, or if the price is not available, a dash is displayed. If total earnings for the period are less than or equal to zero, a dash is displayed. Requires Broker Module permissions.

Last Fiscal Year P/E. The ratio calculated by dividing a security's most recent closing price by its per share earnings for the most recently reported fiscal year. If the price is not available, or if earnings for the period are less than or equal to zero, a dash is displayed. Requires Broker Module permissions.

Forward P/E (SmartEstimate). The ratio calculated by dividing a security's last closing price by its EPS SmartEstimate for the selected period. If either the price or the SmartEstimate for the period is not available, a dash is displayed. If the SmartEstimate for the period is less than or equal to zero, a dash is displayed. Requires Broker Module permissions.

Forward P/E (Mean). The ratio calculated by dividing a security's last closing price by its mean EPS estimate for the selected period. If either the price or the mean estimate for the period is not available, a dash is displayed. If the mean estimate for the period is less than or equal to zero, a dash is displayed. Requires Broker Module permissions.

Forward P/E Change %. The difference (in percentage terms) between a security's current F12M P/E ratio (using consensus EPS estimates) and the same ratio at a previous point in time. This field provides the % change in multiple for either short-term windows (e.g., 7- or 30-days) or longer-term windows (90, 180, or 360-days). This field can be used to analyze the degree to which revision activity has or has not been priced in to security valuations.

For example, if a security's current P/E is 16, and its P/E 90 days ago was 20, its 30-day P/E Change % will be (16-20)/20 = -20%.

Historical P/E values are based on the "as-was" fiscal periods and weights used in calculating F12M EPS at the time. Requires Broker Module permissions.

E/P Yield % (SmartEstimate). The yield calculated by dividing a security's expected earnings per share for the forward twelve-month period by its most recent closing price. The result is then displayed as a percent; for example, a yield of 0.048 would be displayed as 4.8. Requires Broker Module permissions.

E/P Sector Percentile. A 1-100 percentile that compares a stock's earnings yield to the earnings yields of all other stocks in the same sector-region; the higher the number, the more peer stocks whose earnings yields were exceeded by the stock's earnings yield. For example, a value of 87 means that the stock had a higher earnings yield than ~87% of the stocks in its sector-region (and a lower earnings yield than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

E/P Industry Percentile. A 1-100 percentile that compares a stock's earnings yield to the earnings yields of all other stocks in the same industry-region; the higher the number, the more peer stocks whose earnings yields were exceeded by the stock's earnings yield. For example, a value of 87 means that the stock had a higher earnings yield than ~87% of the stocks in its industry-region (and a lower earnings yield than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Yield % (SmartEstimate). For a per-share estimate type, a security's SmartEstimate for the selected estimate type divided by its price. For a non-per share estimate type, a security's SmartEstimate for the selected estimate type divided by its market capitalization. Yield % (SmartEstimate) [Dividends], for example, is the ratio of the Dividends SmartEstimate divided by the price. This field is the inverse of the SmartEstimate Price Ratio. Requires Broker Module permissions.

Yield % Sector Percentile. A 1-100 percentile that compares a stock's yield on the selected measure to the yields of all other stocks in the same sector-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. For example, a value of 87 means that the stock had a higher yield than ~87% of the stocks in its sector-region (and a lower yield than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Yield % Industry Percentile. A 1-100 percentile that compares a stock's yield on the selected measure to the yields of all other stocks in the same industry-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. For example, a value of 87 means that the stock had a higher yield than ~87% of the stocks in its industry-region (and a lower yield than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

EV Yield % (SmartEstimate). For a per-share estimate type, a security's SmartEstimate for the selected estimate type, multiplied by shares outstanding, then divided by Enterprise Value. For a non-per share estimate type, a security's SmartEstimate for the selected estimate type divided by its Enterprise Value. This field is the inverse of the SmartEstimate EV Ratio. Requires Broker and Fundamentals Module permissions.

EV Yield % Sector Percentile. A 1-100 percentile that compares a stock's EV yield on the selected measure to the yields of all other stocks in the same sector-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. For example, a value of 87 means that the stock had a higher yield than ~87% of the stocks in its sector-region (and a lower yield than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker and Fundamentals Module permissions.

EV Yield % Industry Percentile. A 1-100 percentile that compares a stock's EV yield on the selected measure to the yields of all other stocks in the same industry-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. For example, a value of 87 means that the stock had a higher yield than ~87% of the stocks in its industry-region (and a lower yield than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker and Fundamentals Module permissions.

Forward EV Yield % (Smart Estimate). This field is the reciprocal of the SmartEstimate Forward EV Ratio, thus producing a yield based on the ratio of the selected estimate type to the Forward Enterprise Value. Requires Broker Module permissions.

Fwd EV Yield Sector Percentile. A 1-100 percentile that compares a stock's Forward EV yield on the selected measure to the yields of all other stocks in the same sector-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Fwd EV Yield Industry Percentile. A 1-100 percentile that compares a stock's Forward EV yield on the selected measure to the yields of all other stocks in the same industry-region; the higher the number, the more peer stocks whose yields were exceeded by the stock's yield. Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

SmartEstimate Price Ratio. For a per-share estimate type, a security's price divided by its SmartEstimate for the selected estimate type. For a non-per-share estimate type, a security's market capitalization divided by its SmartEstimate for the selected estimate type. SmartEstimate Price Ratio [EPS], for example, is a P/E ratio where the "E" is a SmartEstimate. Requires Broker Module permissions.

Mean Estimate Price Ratio. For a per-share estimate type, a security's price divided by its mean estimate for the selected estimate type. For a non-per-share estimate type, a security's market capitalization divided by its mean estimate for the selected estimate type. Mean Estimate Price Ratio [EPS], for example, is a P/E ratio where the "E" is a mean estimate. Requires Broker Module permissions.

SmartEstimate EV Ratio. For a per-share estimate type, a security's Enterprise Value divided by the product of the SmartEstimate for the selected estimate type times the number of shares outstanding. For a non-per-share estimate type, a security's Enterprise Value divided by its SmartEstimate for the selected estimate type. SmartEstimate EV Ratio [EBITDA], for example, is an EV ratio where the denominator is the EBITDA SmartEstimate. Requires Broker and Fundamentals Module permissions.

SmartEstimate Forward EV Ratio. The numerator of the Forward EV Ratio utilizes forward estimates of Net Debt to calculate a forward Enterprise Value. Forward EV is calculated as Current Market Cap + the Net Debt SmartEstimate in the selected fiscal period. The denominator is the non-per-share equivalent of the SmartEstimate for the selected Estimate Type in the selected Fiscal Period. SmartEstimate Forward EV Ratio(EBITDA)(FY1), for example, is {Market Cap + SmartEstimate(Net Debt)(FY1)}/SmartEstimate(EBITDA)(FY1). Requires Broker Module permissions.

Median Historical F12M P/E Ratio. A security's median F12M P/E ratio based on weekly data samples over the last 10 years. P/E values that are null (because either price or earnings are unavailable) or negative (because earnings are negative) are ignored for purposes of the calculation; only positive P/E data samples are included in the median calculation. Requires Broker Module permissions.

% Difference from Historical P/E. The difference (in percentage terms) between a security's current F12M P/E ratio and its median historical F12M P/E ratio. The formula is:

(Forward P/E (Mean) [F12M] - Median Historical F12M P/E) / Median Historical F12M P/E

If either the current F12M P/E or the Median Historical P/E are null, the "% Difference from Historical P/E" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

Median Historical F12M Price Ratio. A security's median F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 10 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker Module permissions.

% Difference from Historical Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding median historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Median Historical F12M P/E) / Median Historical F12M P/E

If either the current F12M P/E or the Median Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

Median Historical F12M Price Ratio (2y). A security's median F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 2 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker Module permissions.

% Difference from 2y Historical Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding 2-year median historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Median Historical F12M P/E) / Median Historical F12M P/E

If either the current F12M P/E or the Median Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

Median Historical F12M Price Ratio (5y). A security's median F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 5 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker Module permissions.

% Difference from 5y Historical Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding 5-year median historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Median Historical F12M P/E) / Median Historical F12M P/E

If either the current F12M P/E or the Median Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 10y High Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - High Historical F12M P/E) / High Historical F12M P/E

If either the current F12M P/E or the High Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 10y Low Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Low Historical F12M P/E) / Low Historical F12M P/E

If either the current F12M P/E or the Low Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 5y High Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - High Historical F12M P/E) / High Historical F12M P/E

If either the current F12M P/E or the High Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 5y Low Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Low Historical F12M P/E) / Low Historical F12M P/E

If either the current F12M P/E or the Low Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 2y High Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - High Historical F12M P/E) / High Historical F12M P/E

If either the current F12M P/E or the High Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

% Difference from 2y Low Price Ratio. The difference (in percentage terms) between a security's current F12M Price Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using P/E as an example, the formula is:

(Forward P/E (Mean) [F12M] - Low Historical F12M P/E) / Low Historical F12M P/E

If either the current F12M P/E or the Low Historical P/E are null, the "% Difference from Historical Price Ratio" field is also null. For example, if a security's F12M P/E is 15.8 and its historical P/E is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker Module permissions.

High F12M Price Ratio (10y). A security's high F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 10 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker Module permissions.

High F12M Price Ratio (5y). A security's high F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 5 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker Module permissions.

High F12M Price Ratio (2y). A security's high F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 2 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker Module permissions.

Low F12M Price Ratio (10y). A security's low F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 10 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker Module permissions.

Low F12M Price Ratio (5y). A security's low F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 5 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker Module permissions.

Low F12M Price Ratio (2y). A security's low F12M Price Ratio for the selected estimate type, based on weekly data samples over the last 2 years. Price Ratio values that are null (because either price or denominator estimates are unavailable) or negative (because estimates are negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker Module permissions.

Median Historical F12M EV Ratio. A security's median F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 10 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker and Fundamentals Module permissions.

% Difference from Historical EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding median historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Median Historical F12M EV/EBITDA) / Median Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Median Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

Median Historical F12M EV Ratio (2y). A security's median F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 2 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker and Fundamentals Module permissions.

% Difference from 2y Historical EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding 2-year median historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Median Historical F12M EV/EBITDA) / Median Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Median Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

Median Historical F12M EV Ratio (5y). A security's median F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 5 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the median calculation. Requires Broker and Fundamentals Module permissions.

% Difference from 5y Historical EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding 5-year median historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Median Historical F12M EV/EBITDA) / Median Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Median Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 10y High EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - High Historical F12M EV/EBITDA) / High Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the High Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 10y Low EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Low Historical F12M EV/EBITDA) / Low Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Low Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 5y High EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - High Historical F12M EV/EBITDA) / High Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the High Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 5y Low EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Low Historical F12M EV/EBITDA) / Low Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Low Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 2y High EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding high historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - High Historical F12M EV/EBITDA) / High Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the High Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

% Difference from 2y Low EV Ratio. The difference (in percentage terms) between a security's current F12M EV Ratio for the selected estimate type and the corresponding low historical F12M ratio. Using EV/EBITDA as an example, the formula is:

(Forward EV/EBITDA (Mean) [F12M] - Low Historical F12M EV/EBITDA) / Low Historical F12M EV/EBITDA

If either the current F12M EV/EBITDA or the Low Historical EV/EBITDA are null, the "% Difference from Historical EV Ratio" field is also null. For example, if a security's F12M EV/EBITDA is 15.8 and its historical EV/EBITDA is 13.4, the difference is 17.9%. In screens or reports, this value is displayed as 17.9. Requires Broker and Fundamentals Module permissions.

High F12M EV Ratio (10y). A security's high F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 10 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker and Fundamentals Module permissions.

High F12M EV Ratio (5y). A security's high F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 5 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker and Fundamentals Module permissions.

High F12M EV Ratio (2y). A security's high F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 2 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the high calculation. Requires Broker and Fundamentals Module permissions.

Low F12M EV Ratio (10y). A security's low F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 10 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker and Fundamentals Module permissions.

Low F12M EV Ratio (5y). A security's low F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 5 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker and Fundamentals Module permissions.

Low F12M EV Ratio (2y). A security's low F12M EV Ratio for the selected estimate type, based on weekly data samples over the last 2 years. EV Ratio values that are null or negative (because either enterprise value or denominator estimates are unavailable or negative) are ignored for purposes of the calculation; only positive data samples are included in the low calculation. Requires Broker and Fundamentals Module permissions.

5-Year Historical Growth Rate. A rate calculated by Thomson Reuters that corresponds to the average annualized per share earnings growth for the company over the past five years. The value is displayed as a percent; for example, a growth rate of 11.2% is displayed as 11.2. Requires Broker Module permissions.

SmartEst Growth (This Year/Last Year). The growth rate of the SmartEstimate for the specified estimate type from last fiscal year to this fiscal year. If last year's value was zero or negative, the growth rate will be displayed as a dash. The rate is displayed as a percent; for example, a growth rate of 17% is displayed as 17. Requires Broker Module permissions.

SmartEst Growth (Fwd Qtr/Year-ago Qtr). The growth rate comparing the SmartEstimate for the specified estimate type in the selected forward quarter versus the actual reported for that measure in the year-ago-equivalent quarter. If the actual in the year-ago period was zero or negative, the growth rate will be displayed as a dash. The rate is displayed as a percent; for example, a growth rate of 17% is displayed as 17. Requires Broker Module permissions.

Growth (This Yr) Sector Percentile. A 1-100 percentile that compares a stock's SmartEstimate growth for the specified estimate type from last year to this year to the corresponding growth rates of all other stocks in the same sector-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its sector-region (and a lower growth rate than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Growth (This Yr) Industry Percentile. A 1-100 percentile that compares a stock's SmartEstimate growth for the specified estimate type from last year to this year to the corresponding growth rates of all other stocks in the same industry-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its industry-region (and a lower growth rate than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

SmartEst Growth (Next Year/This Year). The growth rate of the SmartEstimate for the specified estimate type from this fiscal year to next fiscal year. If this year's value was zero or negative, the growth rate will be displayed as a dash. The rate is displayed as a percent; for example, a growth rate of 17% is displayed as 17. Requires Broker Module permissions.

Growth (Next Yr) Sector Percentile. A 1-100 percentile that compares a stock's SmartEstimate growth for the specified estimate type from this year to next year to the corresponding growth rates of all other stocks in the same sector-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its sector-region (and a lower growth rate than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Growth (Next Yr) Industry Percentile. A 1-100 percentile that compares a stock's SmartEstimate growth for the specified estimate type from this year to next year to the corresponding growth rates of all other stocks in the same industry-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its industry-region (and a lower growth rate than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

SmartEst Growth (F12M/T12M). The growth rate of the SmartEstimate for the specified estimate type from the forward 12 months (which is a combination of forward estimates for This Year and Next Year) to that for the trailing 12 months (which is a combination of estimates for the passed-but-unreported portion of This Year and actual values reported for Last Year). If the T12M value was zero or negative, the growth rate will be displayed as a dash. The rate is displayed as a percent; for example, a growth rate of 17% is displayed as 17. Requires Broker Module permissions.

SmartEst Growth (F24M/F12M). The growth rate of the SmartEstimate for the specified estimate type from the "F24M" period (forward months 13-24) to that for the forward 12 months. If the F12M value is zero or negative, the growth rate will be displayed as a dash. The rate is displayed as a percent; for example, a growth rate of 17% is displayed as 17. Requires Broker Module permissions.

Mean Long Term Growth Estimate. The average of analyst estimates of a security's long-term annualized earnings growth rate. To receive this field in electronic form (via Daily Downloads or Export to Excel), a client must have a license from Thomson Reuters. Requires Broker Module permissions.

LT Growth Sector Percentile. A 1-100 percentile that compares a stock's expected long-term earnings growth to the corresponding growth rates of all other stocks in the same sector-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its sector-region (and a lower growth rate than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

LT Growth Industry Percentile. A 1-100 percentile that compares a stock's expected long-term earnings growth to the corresponding growth rates of all other stocks in the same industry-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its industry-region (and a lower growth rate than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Blended Growth Rate (SmartEstimate). A growth rate that corresponds to the average of the expected growth in SmartEstimate EPS from Last Year to This Year, the expected growth in SmartEstimate EPS from This Year to Next Year, and the expected long-term growth rate. If one of these growth rates is not available, the blended growth rate is calculated as an average of the remaining growth rates. If all three growth rates are not available, the blended growth rate will be displayed as a dash. Requires Broker Module permissions.

Blended Growth Sector Percentile. A 1-100 percentile that compares a stock's SmartEstimate blended growth rate to the corresponding growth rates of all other stocks in the same sector-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its sector-region (and a lower growth rate than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

Blended Growth Industry Percentile. A 1-100 percentile that compares a stock's SmartEstimate blended growth rate to the corresponding growth rates of all other stocks in the same industry-region; the higher the number, the more peer stocks whose growth rates were exceeded by the stock's growth rate. For example, a value of 87 means that the stock had a higher growth rate than ~87% of the stocks in its industry-region (and a lower growth rate than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

P/E/G (SmartEstimate). A ratio calculated by dividing a security's SmartEstimate P/E by its SmartEstimate blended growth rate. We follow convention and multiply the growth rate by 100 to end up with a number with a magnitude near 1. The blended growth rate is the average of the expected growth in SmartEstimate EPS from Last Year to This Year, the expected growth in SmartEstimate EPS from This Year to Next Year, and the expected long-term earnings growth rate. If the P/E ratio or the blended growth rate for the security is not available, a dash is displayed for the P/E/G. If the blended growth rate is less than or equal to zero, a dash is displayed for the P/E/G. Requires Broker Module permissions.

P/E/G (Mean). A ratio calculated by dividing a security's mean P/E by its mean blended growth rate. We follow convention and multiply the growth rate by 100 to end up with a number with a magnitude near 1. The blended growth rate is the average of the expected growth in EPS from Last Year to This Year, the expected growth in EPS from This Year to Next Year, and the expected long-term earnings growth rate. If the P/E ratio or the blended growth rate for the security is not available, a dash is displayed for the P/E/G. If the blended growth rate is less than or equal to zero, a dash is displayed for the P/E/G. Requires Broker Module permissions.

SmartEst PEG Sector Percentile. A 1-100 percentile that compares a stock's SmartEstimate P/E/G ratio to the SmartEstimate P/E/G ratios of all other stocks in the same sector-region; the higher the number, the more peer stocks whose P/E/G ratios were exceeded by the stock's P/E/G ratio. For example, a value of 87 means that the stock had a higher P/E/G ratio than ~87% of the stocks in its sector-region (and a lower earnings yield than ~13%). Our analysis uses GICS sectors and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

SmartEst PEG Industry Percentile. A 1-100 percentile that compares a stock's SmartEstimate P/E/G ratio to the SmartEstimate P/E/G ratios of all other stocks in the same industry-region; the higher the number, the more peer stocks whose P/E/G ratios were exceeded by the stock's P/E/G ratio. For example, a value of 87 means that the stock had a higher P/E/G ratio than ~87% of the stocks in its industry-region (and a lower earnings yield than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa). Requires Broker Module permissions.

SmartEst Profitability Industry Percentile. A 1-100 percentile that compares a stock's SmartEstimate on the selected efficiency ratio (i.e., Gross Margin, ROA, ROE) to that of all other stocks in the same industry-region; the higher the number, the more peer stocks whose efficiency ratio on that measure was exceeded by that of the stock in question. For example, a value of 87 for Industry Percentile [Gross Margin] means that the stock had a higher Gross Margin than ~87% of the stocks in its industry-region (and a lower Gross Margin than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa).

SmartEst Profitability Sector Percentile. A 1-100 percentile that compares a stock's SmartEstimate on the selected efficiency ratio (i.e., Gross Margin, ROA, ROE) to that of all other stocks in the same sector-region; the higher the number, the more peer stocks whose efficiency ratio on that measure was exceeded by that of the stock in question. For example, a value of 87 for Industry Percentile [Gross Margin] means that the stock had a higher Gross Margin than ~87% of the stocks in its sector-region (and a lower Gross Margin than ~13%). Our analysis uses GICS industries and MSCI regions (North America, Developed Europe, Developed Asia Pacific, Emerging Europe, Emerging Asia Pacific, Latin America, and Middle East & Africa).

Actual (Last Q). The reported value of an income statement item of the company for its most recently reported fiscal quarter. Requires Broker Module permissions.

Actual (Last Y). The reported value of an income statement item of the company for its most recently reported fiscal year. Requires Broker Module permissions.

Restated Actual (Last Q). The most recent restated value of an income statement item of the company for its most recently reported fiscal quarter, if applicable. Requires Broker Module permissions.

Restated Actual (Last Y). The most recent restated value of an income statement item of the company for its most recently reported fiscal year, if applicable. Requires Broker Module permissions.

Price/Book. The ratio of a company's current market value (Price*Shares) to its book value (Total Shareholder's Equity) as provided in the balance sheet. Requires Fundamental Module permissions.

Price/Book - Chg. The change in a company's Price/Book ratio. Requires Fundamental Module permissions.

Price/Book - Chg %. The percentage change in a company's Price/Book ratio. Requires Fundamental Module permissions.

Price/Tangible Book. The total market value of the company divided by the book value of the company less intangible assets.

Price/Tangible Book - Chg. The change in Price/Tangible Book.

Price/Tangible Book - Chg %. The percentage change in Price/Tangible Book.

Price/Sales. The ratio of a company's current market value (Price*Shares) to its sales (Net Revenue) as provided in the income statement. Requires Fundamental Module permissions.

Price/Sales - Chg. The change in a company's Price/Sales ratio. Requires Fundamental Module permissions.

Price/Sales - Chg %. The percentage change in a company's Price/Sales ratio. Requires Fundamental Module permissions.

Price/CFO. The ratio produced by dividing a company's current market value (Price*Shares) by its total cash flow from operations (CFO). Requires Fundamental Module permissions.

Price/FCF. The ratio produced by dividing a company's current market value (Price*Shares) by its total free cash flow (FCF). Requires Fundamental Module permissions.

Enterprise Value (EV) (MM). A ratio sometimes used to estimate base acquisition value, calculated as:

Market Value + Total Debt - Cash and Equivalents

The calculation uses the current market value. Debt and Cash are period end balance sheet values. Requires Fundamental Module permissions.

EV / EBITDA. The ratio of Enterprise Value to EBITDA. Requires Fundamental Module permissions.

EV/EBITDA - Chg %. The percentage change in EV/EBITDA. Requires Fundamental Module permissions.

EV / Sales. The ratio of Enterprise Value to Sales. Requires Fundamental Module permissions.

FCF Yield (%). The amount of free cash flow (FCF) generated per unit of market value. This measure is produced by dividing a company's FCF by its current market capitalization. The measure is represented as a percentage. Requires Fundamental Module permissions.

FCF/EV (%). The amount of free cash flow (FCF) generated per unit of enterprise value. This measure is produced by dividing a company's FCF by its current enterprise value. The measure is represented as a percentage. Requires Fundamental Module permissions.

CFO/EV (%). The amount of cash flow from operations (CFO) generated per unit of enterprise value. This measure is produced by dividing a company's CFO by its current enterprise value. The measure is represented as a percentage. Requires Fundamental Module permissions.

Net Cash Yield (%). The effective cash as a percentage of market capitalization if all available cash was used to pay down debt. Requires Fundamental Module Permissions.
 Net Cash Yield = Cash & Equiv. - Total Debt - Pref. Stock - Minority Int.

Market Capitalization


Price Changes

Price Change %. The percent change in the split-adjusted share price for a security based on the following calculation:

Price Change % = (Current Price - Old Price) / Old Price

In the case of the 30-day price change, for example, "Old Price" refers to the closing price 30 days prior to the data-through date. In the case of the 7-day change, it refers to the closing price 7 days prior. If there is no current price, or if the "Old Price " is unavailable, a dash is displayed.

Change from 52-week High Price. The percent difference between a security's current price and its 52-week High Price as described by the following:

Change from 52-week High Price = (Current Price - 52-week High) / 52-week High

Because a company's current price is always less than or equal to its 52-week High, values for this field are always less than or equal to zero. If either the current price or the 52-week High is not available, the Change from 52-week High Price is not available.

Change from 52-week Low Price. The percent difference between a security's current price and its 52-week Low Price as described by the following:

Change from 52-week Low Price = (Current Price - 52-week Low) / 52-week Low

Because a company's current price is always greater than or equal to its 52-week Low, values for this field are always greater than or equal to zero. If either the current price or the 52-week Low is not available, the Change from 52-week Low Price is not available.

% Diff from 50-day Moving Average. The percent difference between a security's current price and its 50-day Moving Average. The moving averages calculated are Simple Moving Averages where all days receive equal weighting in the average.

% Diff from 200-day Moving Average. The percent difference between a security's current price and its 200-day Moving Average. The moving averages calculated are Simple Moving Averages where all days receive equal weighting in the average.

T12M Volatility. The standard deviation of the last 12 monthly price changes.

Daily Volatility. The exponentially-weighted moving average of the squared daily log returns over the last 365 days.

Change Relative to Industry Benchmark. The price performance of the security relative to a market capitalization-weighted benchmark of all securities in the same GICS industry and region as the selected security. A security's region is a function of its Home Country for benchmark purposes. The following calculation is used:

Change Relative to Industry Benchmark = Price Change % (stock) - Price Change % (industry benchmark).

Change Relative to Country Benchmark. The price performance of the security relative to a market capitalization-weighted benchmark of all securities with the same Home Country as the selected security. The following calculation is used:

Change Relative to Country Benchmark = Price Change % (stock) - Price Change % (country benchmark).

Change Relative to ASX 100. The price performance of the security relative to the Australian Stock Exchange 100 Index based on the following calculation:

Change Relative to ASX 100 = Price Change % (stock) - Price Change % (index).

Change Relative to ASX 200. The price performance of the security relative to the Australian Stock Exchange 200 Index based on the following calculation:

Change Relative to ASX 200 = Price Change % (stock) - Price Change % (index).

Change Relative to ASX 300. The price performance of the security relative to the Australian Stock Exchange 300 Index based on the following calculation:

Change Relative to ASX 300 = Price Change % (stock) - Price Change % (index).

Change Relative to ASX All Ord. The price performance of the security relative to the Australian Stock Exchange All Ordinaries Index based on the following calculation:

Change Relative to ASX All Ord = Price Change % (stock) - Price Change % (index).

Change Relative to CAC 40. The price performance of the security relative to the CAC 40 index based on the following calculation:

Change Relative to CAC 40 = Price Change % (stock) - Price Change % (index).

Change Relative to DJ STOXX 600. The price performance of the security relative to the Dow Jones STOXX 600 index based on the following calculation:

Change Relative to DJ STOXX 600 = Price Change % (stock) - Price Change % (index).

Change Relative to FTSE 100. The price performance of the security relative to the FTSE 100 index based on the following calculation:

Change Relative to FTSE 100 = Price Change % (stock) - Price Change % (index).

Change Relative to Hang Seng. The price performance of the security relative to the Hang Seng Index based on the following calculation:

Change Relative to Hang Seng = Price Change % (stock) - Price Change % (index).

Change Relative to JSE All Share. The price performance of the security relative to the Johannesburg Stock Exchange All Share Index based on the following calculation:

Change Relative to JSE All Share = Price Change % (stock) - Price Change % (index).

Change Relative to MSCI EAFE. The price performance of the security relative to the MSCI EAFE index based on the following calculation:

Change Relative to MSCI EAFE = Price Change % (stock) - Price Change % (index).

Change Relative to MSCI EMF. The price performance of the security relative to the MSCI EMF index based on the following calculation:

Change Relative to MSCI EMF = Price Change % (stock) - Price Change % (index).

Change Relative to MSCI Europe. The price performance of the security relative to the MSCI Europe index based on the following calculation:

Change Relative to MSCI Europe = Price Change % (stock) - Price Change % (index).

Change Relative to MSCI Pac ex JP. The price performance of the security relative to the MSCI Pacific ex-Japan index based on the following calculation:

Change Relative to MSCI Pacific ex-Japan = Price Change % (stock) - Price Change % (index).

Change Relative to MSCI World. The price performance of the security relative to the MSCI World index based on the following calculation:

Change Relative to MSCI World = Price Change % (stock) - Price Change % (index).

Change Relative to R1000 Growth. The price performance of the security relative to the Russell 1000 Growth index based on the following calculation:

Change Relative to R1000 Growth = Price Change % (stock) - Price Change % (index).

Change Relative to R1000 Value. The price performance of the security relative to the Russell 1000 Value index based on the following calculation:

Change Relative to R1000 Value = Price Change % (stock) - Price Change % (index).

Change Relative to Russell 1000. The price performance of the security relative to the Russell 1000 index based on the following calculation:

Change Relative to Russell 1000 = Price Change % (stock) - Price Change % (index).

Change Relative to Russell 2000. The price performance of the security relative to the Russell 2000 index based on the following calculation:

Change Relative to Russell 2000 = Price Change % (stock) - Price Change % (index).

Change Relative to Russell Midcap. The price performance of the security relative to the Russell Midcap Index based on the following calculation:

Change Relative to Russell Midcap = Price Change % (stock) - Price Change % (index).

Change Relative to S&P 400. The price performance of the security relative to the Standard & Poor's 400 index based on the following calculation:

Change Relative to S&P 400 = Price Change % (stock) - Price Change % (index).

Change Relative to S&P 500. The price performance of the security relative to the Standard & Poor's 500 index based on the following calculation:

Change Relative to S&P 500 = Price Change % (stock) - Price Change % (index).

Change Relative to S&P 600. The price performance of the security relative to the Standard & Poor's 600 index based on the following calculation:

Change Relative to S&P 600 = Price Change % (stock) - Price Change % (index).

Change Relative to TOPIX. The price performance of the security relative to the Tokyo Price Index based on the following calculation:

Change Relative to TOPIX = Price Change % (stock) - Price Change % (index).

Change Relative to TSX Composite. The price performance of the security relative to the Toronto Stock Exchange Composite index based on the following calculation:

Change Relative to TSX Composite = Price Change % (stock) - Price Change % (index).


Balance Sheet

Total Assets (MM). The total assets for the company as reported in the balance sheet. Assets are provided in millions. Requires Fundamental Module permissions.

Total Assets (MM) - Chg %. The percentage change in Total Assets. Requires Fundamental Module permissions.

Avg. Net Operating Assets (MM). The 4-quarter average net operating assets, calculated as:

Net Operating Assets (NOA) = Invested Capital + ST Debt - Cash - ST Investments

Avg. Net Operating Assets (ANOA) = (NOA0 + NOA-1 + NOA-2 + NOA-3) / 4

Requires Fundamental Module permissions.

Adj. Avg. Net Operating Assets (MM). A measure of Avg. Net Operating Assets that is adjusted for the minimum divisor when necessary and includes cash added back to companies in the Financials sector. Requires Fundamental Module permissions.

Adj. Avg. Net Operating Assets (MM) - Chg %. The percentage change in Adj. Avg. Net Operating Assets. Requires Fundamental Module permissions.

Avg. Net Operating Assets (MM) - Chg %. The percentage change in Avg. Net Operating Assets. Requires Fundamental Module permissions.

Book Value (MM). The total equity value as provided in the balance sheet, represented in millions. Requires Fundamental Module permissions.

BV / Share. The ratio of the Book Value to the total shares outstanding. Requires Fundamental Module permissions.

BV / Share - Chg. The change in a company's BV / Share ratio. Requires Fundamental Module permissions.

BV / Share - Chg %. The percentage change in BV / Share. Requires Fundamental Module permissions.

Net Cash per Share. The amount of cash that would be available to common shareholders after all debt, preferred stock and minority interest are paid off with cash. Requires Fundamental Module Permissions.
 Net Cash per Share = Cash & Equiv. - Total Debt - Pref. Stock - Minority Int.

Shares Outstanding

Accum Depr / Gross FA. The ratio of accumulated depreciation to gross fixed assets. This ratio represents the portion of fixed assets that have already been depreciated. Requires Fundamental Module permissions.

Accum Depr / Gross FA - Chg. The change in a company's Accum Depr / Gross FA ratio. Requires Fundamental Module permissions.

Accum Depr / Gross FA - Chg %. The percentage change in Accum Depr / Gross FA. Requires Fundamental Module permissions.

Allowance for Doubtful Accts (MM). The provision for bad debts, represented in millions. This is the amount of receivables estimated to be uncollectible. This account allows for a practical presentation of the realizable value of the customer receivables. Requires Fundamental Module permissions.

Allowance for Doubtful Accts (MM) - Chg %. The percentage change in Allowance for Doubtful Accts. Requires Fundamental Module permissions.

ADA (% of A/R). The ratio of Allowance for Doubtful Accounts (ADA) to Accounts Receivable (A/R) expressed as a percentage. Requires Fundamental Module permissions.

ADA (% of A/R) - Chg. The change in ADA (% of A/R). Requires Fundamental Module permissions.

Goodwill - Chg %. The percentage change in a company's Goodwill. Goodwill is the difference between the fair value of an acquired company's assets and the price paid for that company. The amount paid in excess of the fair value is goodwill and is considered an intangible asset. Requires Fundamental Module permissions.

Property Plant and Equipment - Chg %. The percentage change in Property Plant and Equipment. Requires Fundamental Module permissions.

Unearned Revenue (MM) - Chg %. The percentage change in Unearned Revenue. Unearned Revenue is a liability that represents revenue that has not been earned yet but already paid for. Requires Fundamental Module permissions.

Underfunded Pension Funds. The valuation of a pension fund where there are insufficient funds to support expected liabilities. When there are changes in regulations or in stipulated company policies, a company may have additional obligations on employees' past services. In such case, the company may have a significant amount of under.contribution, which may be added to underfunded pension benefits. Data sourced by Thomson Reuters from financial reports, derived from Reuters Fundamentals COA Code [LPBL].

Unrealized Gain or Loss. Unrealized gains (losses) on investment securities owned by a company. Data sourced by Thomson Reuters from financial reports, derived from Reuters Fundamentals COA Code [QUGL].

ARM Revenue Component. A percentile rank that reflects only the revenue-based factors of the Analyst Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.


Income Statement

Revenue (MM). The total net revenue earned by the company during the period as provided in the income statement. Revenue is provided in millions. Also known as 'Sales'. Requires Fundamental Module permissions.

Revenue (MM) - Chg %. The percentage change in Revenue. Requires Fundamental Module permissions.

Average Historical Revenue Growth. The 5-year compound annual growth rate (CAGR) in total net revenue. For companies with quarterly data available, this figure is calculated using a trailing 4 quarter approach on the latest reported quarter. For companies with only annual data, the figure is calculated using the latest reported annual number. Requires Fundamental Module permissions.

Diff from Average Hist Revenue Growth. The percentage point difference between Revenue (MM) - Chg % and Average Historical Revenue Growth. Requires Fundamental Module permissions.

R+D (% of Sales). Research and Development Expense expressed as a percentage of revenue. Requires Fundamental Module permissions.

R+D (% of Sales) - Chg. The change in R&D (% of Sales). Requires Fundamental Module permissions.

EBITDA (MM). The Earnings Before Interest, Taxes, Depreciation and Amortization as provided in the income statement, represented in millions. Requires Fundamental Module permissions.

EBITDA (MM) - Chg %. The percentage change in EBITDA. Requires Fundamental Module permissions.

Average Historical EBITDA Growth. The 5-year compound annual growth rate (CAGR) in EBITDA. For companies for which quarterly data is available, this figure is the CAGR between the most recent 4 quarters and the earliest positive value 5, 4 or 3 years prior. For companies without quarterly data, annual periods are used. In order to calculate the CAGR, StarMine requires that a company have positive EBITDA in the most recent period and at least one of the 5, 4, or 3 annual periods prior. Requires Fundamental Module permissions.

Diff from Average Hist EBITDA Growth. The percentage point difference between EBITDA (MM) - Chg % and Average Historical EBITDA Growth. Requires Fundamental Module permissions.

Operating Expenses - Chg %. The percentage change in Operating Expenses. Operating Expenses are all expenses applied to the income statement before EBIT. Expenses include COGS, SG&A, R&D, Other Expenses and Depreciation & Amortization. Requires Fundamental Module permissions.

Revenue - Operating Expenses = EBIT

EBIT (MM). The Earnings Before Interest and Taxes as provided in the income statement, represented in millions. Also known as 'Operating Profit'. Requires Fundamental Module permissions.

EBIT (MM) - Chg %. The percentage change in EBIT. Requires Fundamental Module permissions.

NI from Cont. Ops (MM). Net Income from Continuing Operations as provided in the income statement, represented in millions. This figure is after taxes but before Discontinued Operations, Extraordinary Items, Effects of Accounting Changes and Special Charges. Requires Fundamental Module permissions.

NI from Cont. Ops (MM) - Chg %. The percentage change in NI from Cont. Ops. Requires Fundamental Module permissions.

Special Items (MM). Unusual or nonrecurring items presented on the income statement above taxes, represented in millions. Requires Fundamental Module permissions.

Special Items - (MM) Chg%. The percentage change in Special Items. Requires Fundamental Module permissions.

Discontinued Ops (MM). The total income (loss) from operations of a division discontinued or sold by the company and the gain (loss) on the disposal of the division, reported on the income statement after income taxes. Discontinued Operations is represented in millions. Requires Fundamental Module permissions.

Discontinued Ops (MM) - Chg %. The percentage change in Discontinued Operations. Requires Fundamental Module permissions.

Extraordinary Items (MM). Similar to Special Items but must be unusual in nature and occur infrequently to qualify as extraordinary and therefore be presented "below the line" (after taxes). Extraordinary Items are represented in millions. Requires Fundamental Module permissions.

Extraordinary Items (MM) - Chg %. The percentage change in Extraordinary Items. Requires Fundamental Module permissions.

Net Income (MM). The income or loss earned after adding all revenues/gains and subtracting all expenses/losses, represented in millions. Requires Fundamental Module permissions.

Net Income (MM) - Chg %. The percentage change in Net Income. Requires Fundamental Module permissions.

Dividends Per Share. All cash dividends declared by the company during the period, on both common and preferred stock. Dividends Per Share is often abbreviated as DPS. Requires Fundamental Module permissions.

Note: Due to lack of quarterly dividend data, quarterly dividends are estimated using a combination of total cash dividends for both common and preferred dividends. This approximation will not hold (approx. 12% of the time) when the company issues non-cash common dividends or cash preferred dividends.

Dividends Per Share - Chg. The change in Dividends Per Share. Requires Fundamental Module permissions.

Dividends Per Share - Chg %. The percentage change in Dividends Per Share. Requires Fundamental Module permissions.

Dividend Yield (%). Annual dividend return percentage earned by shareholders. Requires Fundamental Module permissions.
 Dividend Yield = Cash Dividends Per Share

Stock Price

Average Historical EPS Growth. The 5-year compound annual growth rate (CAGR) in EPS. For companies for which quarterly data is available, this figure is the CAGR between the most recent 4 quarters and the earliest positive value 5, 4 or 3 years prior. For companies without quarterly data, annual periods are used. In order to calculate the CAGR, StarMine requires that a company have positive EPS in the most recent period and at least one of the 5, 4, or 3 annual periods prior. For North American companies, the calculation uses Diluted EPS from Continuing Ops by default and, if unavailable, Basic EPS from Continuing Ops. For non-North American companies, Basic EPS from Total Ops is used. Requires Fundamental Module permissions.

Diff from Average Hist EPS Growth. The percentage point difference between EPS - Chg % and Average Historical EPS Growth. Both EPS figures for a given company are calculated in the same manner. For example, if Average Historical EPS Growth is calculated using Diluted EPS from Continuing Ops, this field is calculated using Diluted EPS from Continuing Ops. Requires Fundamental Module permissions.

Basic EPS from Continuing Ops. The earnings per share from continuing operations using non-diluted, or basic, number of shares. This measure excludes discontinued operations, special items, extraordinary items, effects of accounting changes and one-time tax expenses/benefits. Requires Fundamental Module permissions.

Basic EPS from Continuing Ops - Chg. The change in Basic EPS from Continuing Ops. Requires Fundamental Module permissions.

Basic EPS from Continuing Ops - Chg %. The percentage change in Basic EPS from Continuing Ops. Requires Fundamental Module permissions.

Basic EPS from Disc Ops & XO. The earnings per share from non-operating income sources using non-diluted, or basic, number of shares. The measure only includes the effects of extraordinary items, discontinued operations, special items, effects of accounting changes and on-time tax expenses/benefits. Requires Fundamental Module permissions.

Basic EPS from Disc Ops & XO - Chg. The change in Basic EPS from Disc Ops & XO. Requires Fundamental Module permissions.

Basic EPS from Disc Ops & XO - Chg %. The percentage change in Basic EPS from Disc Ops & XO. Requires Fundamental Module permissions.

Basic EPS from Total Ops. The earnings per share from all sources using non-diluted, or basic, number of shares. Requires Fundamental Module permissions.

Basic EPS from Total Ops - Chg. The change in Basic EPS from Total Ops. Requires Fundamental Module permissions.

Basic EPS from Total Ops - Chg %. The percentage change in Basic EPS from Total Ops. Requires Fundamental Module permissions.

Diluted EPS from Continuing Ops. The earnings per share from continuing operations using the diluted number of shares. This measure excludes discontinued operations, special items, extraordinary items, effects of accounting changes and one-time tax expenses/benefits. Requires Fundamental Module permissions.

Diluted EPS from Continuing Ops - Chg. The change in Diluted EPS from Continuing Ops. Requires Fundamental Module permissions.

Diluted EPS from Continuing Ops - Chg %. The percentage change in Diluted EPS from Continuing Ops. Requires Fundamental Module permissions.

Diluted EPS from Disc Ops & XO. The earnings per share from non-operating income sources using the diluted number of shares. The measure only includes the effects of extraordinary items, discontinued operations, special items, effects of accounting changes and one-time tax expenses/benefits. Requires Fundamental Module permissions.

Diluted EPS from Disc Ops & XO - Chg. The change in Diluted EPS from Disc Ops & XO. Requires Fundamental Module permissions.

Diluted EPS from Disc Ops & XO - Chg %. The percentage change in Diluted EPS from Disc Ops & XO. Requires Fundamental Module permissions.

Diluted EPS from Total Ops. The earnings per share from all sources using the diluted number of shares. Requires Fundamental Module permissions.

Diluted EPS from Total Ops - Chg. The change in Diluted EPS from Total Ops. Requires Fundamental Module permissions.

Diluted EPS from Total Ops - Chg %. The percentage change in Diluted EPS from Total Ops. Requires Fundamental Module permissions.

Pension Expense (MM). The pension and retirement benefit expense incurred by the company, represented in millions. This expense is provided only on an annual basis. Requires Fundamental Module permissions.

Supplemental Interest Expense. Interest expense that may be paid and/or imputed, and are reported net of intestest capitalized. When interest expense is not reported on the income statement, it is obtained from the notes of the financial statement. Data derived from Reuters Fundamentals, COA Code [VIEX].


Cash Flow Statement

Total Cash Flow (MM). The net change in Cash & Equivalents. Requires Fundamental Module permissions.

Note: The Year-to-Date (YTD) fiscal period option displays this number as the cumulative change for the fiscal year, as is displayed on the Cash Flow Statement. The Quarterly (Last Qtr) represents only the change for the quarter.

Total Cash Flow (MM) - Chg %. The percentage change in Total Cash Flow. Requires Fundamental Module permissions.

Cash Flow from Ops (MM). The net change in Cash & Equivalents from operating activities. Requires Fundamental Module permissions.

Note: The Year-to-Date (YTD) fiscal period option displays this number as the cumulative change for the fiscal year, as is displayed on the Cash Flow Statement. The Quarterly (Last Qtr) represents only the change for the quarter.

Cash Flow from Ops (MM) - Chg %. The percentage change in Cash Flow from Ops. Requires Fundamental Module permissions.

Cash Flow from Investing (MM). The net change in Cash & Equivalents from Investing Activities. Requires Fundamental Module permissions.

Note: The Year-to-Date (YTD) fiscal period option displays this number as the cumulative change for the fiscal year, as is displayed on the Cash Flow Statement. The Quarterly (Last Qtr) represents only the change for the quarter.

Cash Flow from Investing (MM) - Chg %. The percentage change in Cash Flow from Investing. Requires Fundamental Module permissions.

Cash Flow from Financing (MM). The net change in Cash & Equivalents from Financing Activities. Requires Fundamental Module permissions.

Note: The Year-to-Date (YTD) fiscal period option displays this number as the cumulative change for the fiscal year, as is displayed on the Cash Flow Statement. The Quarterly (Last Qtr) represents only the change for the quarter.

Cash Flow from Financing (MM) - Chg %. The percentage change in Cash Flow from Financing. Requires Fundamental Module permissions.

FCF (MM). Free Cash Flow. The cash generated (used) from operations after subtracting Capital Expenditures, which are investments made back into the business to support operations.

FCF = CFO - Capex

Requires Fundamental Module permissions.

FCF (MM) - Chg %. The percentage change in FCF. Requires Fundamental Module permissions.

Capex (MM). Capital Expenditures. Cash purchases in Property, Plant & Equipment. Requires Fundamental Module permissions.

Note: The Year-to-Date (YTD) fiscal period option displays this number as the cumulative change for the fiscal year, as is displayed on the Cash Flow Statement. The Quarterly (Last Qtr) represents only the change for the quarter.

Capex (MM) - Chg %. The percentage change in Capex. Requires Fundamental Module permissions.

CF Working Capital (MM). The net change in cash from changes in Working Capital. Requires Fundamental Module permissions.

CF Working Capital (MM) - Chg %. The percentage change in CF Working Capital. Requires Fundamental Module permissions.


Excess Cash Margin (%). The difference between Cash Flow from Operations and Net Income as a percentage of sales, defined by the following calculation:

Excess Cash Margin = (CFO - Net Income) / Revenue

Requires Fundamental Module permissions.


Ratios (Profitability)

Gross Margin (%). Gross Profit as a percentage of Net Revenue, or the percent profit after subtracting Cost of Goods Sold. Requires Fundamental Module permissions.

Gross Margin (%) - Chg. The change in Gross Margin. Requires Fundamental Module permissions.

Average Historical Gross Margin. The simple average of gross margin figures for the company in the last 5 years. For companies for which quarterly data is available, a trailing 4 quarter approach is used on the latest reported quarter such that the result is an average of the values from up to five trailing four-quarter periods. For companies without quarterly data, annual periods are used. Requires Fundamental Module permissions.

Diff from Average Hist Gross Margin. The percentage point difference between Gross Margin (%) and Average Historical Gross Margin. For companies for which quarterly data is available, the Gross Margin % in the trailing four quarters is used. For companies without quarterly data, the Gross Margin % in the last reported year is used. Requires Fundamental Module permissions.

EBITDA Margin (%). EBITDA as a percentage of Net Revenue, or the percent profit after subtracting Cost of Goods Sold, SG&A, Research & Development and Other Expenses. Requires Fundamental Module permissions.

EBITDA Margin (%) - Chg. The change in EBITDA Margin. Requires Fundamental Module permissions.

Operating Margin (%). EBIT as a percentage of Net Revenue, or the percent profit directly attributable to operations. Requires Fundamental Module permissions.

Operating Margin (%) - Chg. The change in Operating Margin. Requires Fundamental Module permissions.

Average Historical Operating Margin. The simple average of operating margin figures for the company in the last 5 years. For companies for which quarterly data is available, a trailing 4 quarter approach is used on the latest reported quarter such that the result is an average of the values from up to five trailing four-quarter periods. For companies without quarterly data, annual periods are used. Requires Fundamental Module permissions.

Diff from Average Hist Operating Margin. The percentage point difference between Operating Margin (%) and Average Historical Operating Margin. For companies for which quarterly data is available, the Operating Margin % in the trailing four quarters is used. For companies without quarterly data, the Operating Margin % in the last reported year is used. Requires Fundamental Module permissions.

Pretax Margin (%). Pre-tax Income as a percentage of Net Revenue, or the percent profit before taxes. Requires Fundamental Module permissions.

Pretax Margin (%) - Chg. The change in Pretax Margin. Requires Fundamental Module permissions.

Effective Tax Rate (%). Taxes incurred as a percentage of Pre-tax Income, or the estimated/calculated tax rate. This figure will likely differ from the corporate tax rate due to differences in IRS and GAAP filings and the effects of tax benefits. Requires Fundamental Module permissions.

Effective Tax Rate (%) - Chg. The change in Effective Tax Rate. Requires Fundamental Module permissions.

Net Margin (%). Net Income as a percentage of Net Revenue, or the percent profit after all revenue, expenses and taxes. Requires Fundamental Module permissions.

Net Margin (%) - Chg. The change in Net Margin. Requires Fundamental Module permissions.


Ratios (DuPont)

Asset Turnover. The amount of revenue generated for each unit of assets. Also known as TAT. Requires Fundamental Module permissions.
 Asset Turnover = Net Revenue

Total Assets

Asset Turnover - Chg. The change in Asset Turnover. Requires Fundamental Module permissions.

Pretax Margin (%). Pre-tax Income as a percentage of Net Revenue, or the percent profit before taxes. Requires Fundamental Module permissions.

Pretax Margin (%) - Chg. The change in Pretax Margin. Requires Fundamental Module permissions.

Pretax ROA (%). The return on assets before taxes. Requires Fundamental Module permissions.
 Pretax ROA = Pretax Income

Total Assets

Pretax ROA (%) - Chg. The change in Pretax ROA. Requires Fundamental Module permissions.

Leverage (Assets/Equity). A multiplier based on how much of the company is financed by debt versus equity. The more that is financed by debt, the higher the leverage multiplier will be. Requires Fundamental Module permissions.

Leverage (Assets/Equity) - Chg. The change in Leverage (Assets/Equity). Requires Fundamental Module permissions.

Pretax ROE (%). The return on equity before taxes. Requires Fundamental Module permissions.
 Pretax ROE = Pretax Income

Total Equity

Pretax ROE (%) - Chg. The change in Pretax ROE. Requires Fundamental Module permissions.

ROE (%). The return on equity after taxes. Can be thought of as the internally generated rate of return to common shareholders. Requires Fundamental Module permissions.
 ROE = Net Income

Total Equity
The generic DuPont formula, which often ends with ROE, is generally broken into three main parts:
 ROE = Net Margin  X  Asset Turnover  X  Leverage
 ROE = Net Income

Sales
X Sales

Assets
X Assets

Equity

ROE (%) - Chg. The change in ROE. Requires Fundamental Module permissions.

Earnings Retention. The fraction of Net Income that is not paid out to investors. Requires Fundamental Module permissions.
 Earnings Retention =  1  - Dividends

Net Income

Earnings Retention - Chg. The change in Earnings Retention. Requires Fundamental Module permissions.

Reinvestment Rate (%). The Return on Equity that is reinvested back into the firm. Requires Fundamental Module permissions.
 Reinvestment Rate = ROE  X  Earnings Retention

Reinvestment Rate (%) - Chg. The change in the Reinvestment Rate. Requires Fundamental Module permissions.


Ratios (Liquidity)

Quick Ratio. Measures the ratio of assets that can be quickly converted to cash to near-term, or current, liabilities. Higher quick ratios indicate higher liquidity. Requires Fundamental Module permissions.
 Quick Ratio = Current Assets - Inventory

Current Liabilities

Quick Ratio - Chg. The change in the Quick Ratio. Requires Fundamental Module permissions.

Current Ratio. Measures the ratio of near-term, or current, assets to near-term, or current, liabilities. Higher current ratios indicate higher liquidity. Requires Fundamental Module permissions.
 Current Ratio = Current Assets

Current Liabilities

Current Ratio - Chg. The change in the Current Ratio. Requires Fundamental Module permissions.

Times Interest Earned. Measures the number of times within a given period the company generates enough operating income to meet its interest payments. EBIT is used because it most closely resembles income before taking into consideration the impact of financing decisions and taxes. Requires Fundamental Module permissions.
 Times Interest Earned = EBIT

Interest Expense

Times Interest Earned - Chg. The change in Times Interest Earned. Requires Fundamental Module permissions.

F12M Dividend Cover. A measure of a company's ability to pay its expected dividends out of estimated earnings and cash flow. The ratio divides F12M SmartEstimates of EPS or Cash Flow by F12M SmartEstimates of Dividends Per Share (DPS). Requires Broker Module permissions.

Cash Cycle. The average period of time (in days) it takes for a company to pay cash for inventory, add its value to the inventory and then receive cash from the sale of the finished product. A negative Cash Cycle means, on average, the company is paid by its customers before it pays its suppliers. Requires Fundamental Module permissions.

Cash Cycle - Chg. The change in the Cash Cycle. Requires Fundamental Module permissions.


Ratios (Leverage)

Altman Z-Score. The Altman Z-Score attempts to measure the likelihood that the company will enter bankruptcy within the next two years. High scores are good, representing a low likelihood of bankruptcy while low numbers predict a higher likelihood of bankruptcy. As a general rule of thumb, scores above 3 indicate high stability and financial health, while scores below 1.8 indicate imminent trouble. Anything in between represents warning signs that warrant further investigation.

The Altman Z-Score is not the traditional z-score typically used in statistics and financial modeling, but a weighted compilation of 5 fundamental ratios. It is calculated with the following formula:

Assets to Equity. The ratio of Total Assets to Total Equity. The higher this ratio, the higher the company's leverage is. Requires Fundamental Module permissions.

Assets to Equity - Chg. The change in Assets to Equity. Requires Fundamental Module permissions.

Debt to Equity. The ratio of Long-Term Debt to Total Equity. The higher this ratio, the higher the company's leverage is. Requires Fundamental Module permissions.

Debt to Equity - Chg. The change in Debt to Equity. Requires Fundamental Module permissions.

Net Debt to Equity. The effective debt burden to the company if all available cash was used to pay down debt. Requires Fundamental Module Permissions.
 Net Debt to Equity = Total Debt + Pref. Stock + Minority Int. - Cash & Equiv.

Total Equity

% LT Debt to Total Capital. The percentage of Long-Term Debt to Total Assets. This ratio represents the percentage of the company that is financed by long-term debt. Requires Fundamental Module permissions.

% LT Debt to Total Capital - Chg. The change in % LT Debt to Total Capital. Requires Fundamental Module permissions.

(Total Debt - Cash) / EBITDA. Measures how quickly the company could pay off all its debt, assuming it used all current cash & future operating cash flow to do so. Debt and cash figures use the average of the period beginning and ending values. Requires Fundamental Module permissions.

(Total Debt - Cash) / EBITDA - Chg. The change in (Total Debt - Cash) / EBITDA. Requires Fundamental Module permissions.

SmartEstimate Net Debt Ratio. The Net Debt ratio measures a company's ability to cover its debt obligations based on various measures of cash flow. The numerator is the Net Debt SmartEstimate for the selected fiscal period; the denominator is the non-per-share equivalent of the SmartEstimate for the selected Estimate Type in the selected Fiscal Period. SmartEstimate Net Debt Ratio(FCF), for example, is the ratio of Net Debt to Free Cash Flow. Requires Broker Module permissions.

Net Debt / Fwd EV. The ratio of a company's Net Debt SmartEstimate for the forward 12 month (F12M) period to its current Forward Enterprise Value (F12M EV is calculated as the current Market Cap + F12M Net Debt SmartEstimate). Requires Broker Module permissions.

Net Debt / Market Cap. The ratio of a company's Net Debt SmartEstimate for the forward 12 month (F12M) period to its current Market Cap. Requires Broker Module permissions.


Ratios (Operating)

A/R Turnover. Measures the number of times Receivables are cycled through in a given period. Requires Fundamental Module permissions.
 A/R Turnover = Revenue

Avg. Receivables

A/R Turnover - Chg. The change in A/R Turnover. Requires Fundamental Module permissions.

Avg. A/R Days. The average number of days it takes the company to collect from its customers. Requires Fundamental Module permissions.
 Avg. A/R Days (annual) = 365

A/R Turnover
= Avg. Receivables * 365

Revenue
Note: annual figures use 365 days while quarterly figures use 91 days.

Avg. A/R Days - Chg. The change in Avg. A/R Days. Requires Fundamental Module permissions.

Inv Turnover. Measures the number of times Inventory is cycled through in a given period. Requires Fundamental Module permissions.
 Inventory Turnover = COGS

Avg. Inventory

Inv Turnover - Chg. The change in Inv Turnover. Requires Fundamental Module permissions.

Avg Inventory Days. The average number of days goods remain in inventory. Requires Fundamental Module permissions.

 Avg. Inventory Days (annual) = 365

Inv Turnover
= Avg. Inventory * 365

Revenue
Note: annual figures use 365 days while quarterly figures use 91 days.

Avg Inventory Days - Chg. The change in Avg. Inventory Days. Requires Fundamental Module permissions.

Fixed Asset Turnover. The amount of revenue generated for each unit of fixed assets. Requires Fundamental Module permissions.
 Fixed Asset Turnover = Revenue

Fixed Assets

Fixed Asset Turnover - Chg. The change in Fixed Asset Turnover. Requires Fundamental Module permissions.

WC/Sales. The ratio of working capital to revenue. Working capital is the difference between current assets and current liabilities. Requires Fundamental Module permissions.

WC/Sales - Chg. The change in WC/Sales. Requires Fundamental Module permissions.

Net Op. Asset Turnover. The amount of revenue generated for each unit of net operating assets. Requires Fundamental Module permissions.

Net Op. Asset Turnover - Chg. The change in Net Op. Asset Turnover. Requires Fundamental Module permissions.

Adj. Net Op. Asset Turnover. A measure of Net Operating Asset Turnover that uses an Avg. Net Operating Asset figure that is adjusted for the minimum divisor when necessary and includes cash added back to companies in the Financials sector. Requires Fundamental Module permissions.

Adj. Net Op. Asset Turnover - Chg. The change in Adj. Net Op. Asset Turnover. Requires Fundamental Module permissions.

Return on Net Op. Assets (%). The rate of return generated per unit of net operating assets. This measure is calculated by dividing operating profit by net operating assets. Requires Fundamental Module permissions.

Return on Net Op. Assets (%) - Chg. The change in Return on Net Op. Assets (%). Requires Fundamental Module permissions.

Return on Adj. Net Op. Assets (%). A measure of Return on Net Operating Assets that uses an Avg. Net Operating Asset figure that is adjusted for the minimum divisor when necessary and includes cash added back for companies in the Financials sector. Requires Fundamental Module permissions.

Return on Adj. Net Op. Assets (%) - Chg. The change in Return on Adj. Net Op. Assets (%). Requires Fundamental Module permissions.


Bank

Net Interest Margin (%). The ratio of Net Interest Income to Average Interest-Earning Assets. This ratio measures the ability of the bank to generate interest income by its earning assets relative to the interest cost of funding those assets. Requires Fundamental Module permissions. Only available on North American securities.

Net Interest Margin (%) - Chg. The change in Net Interest Margin. Requires Fundamental Module permissions.

Efficiency Ratio (%). The ratio of Non-Interest Expense to Total Revenue less Interest Expense. Measures the cost to the bank of each unit of revenue. Lower values are better. Requires Fundamental Module permissions.

Efficiency Ratio (%) - Chg. The change in the Efficiency Ratio. Requires Fundamental Module permissions.

Operating Leverage. Percent change in net revenue less the percent change in operating expenses. Requires Fundamental Module permissions.

Non-Interest Income / Op Inc. This ratio represents the portion of operating income that comes from non-lending sources. Requires Fundamental Module permissions.

Fee Revenue %. Commissions and fees as a percentage of net revenue. Requires Fundamental Module permissions.

Loan Growth %. Percent change in loans outstanding. Requires Fundamental Module permissions.

Deposit Growth %. Percent change in deposits. Requires Fundamental Module permissions.

Loan Loss Provision (% of Loans). Provision for loan losses as a proportion of total loans. Requires Fundamental Module permissions.

Loan Loss Provision (% of Loans) - Chg. The change in the proportion of total loans that is the loan loss provision. Requires Fundamental Module permissions.

Nonperforming Loans (% of Loans). Nonperforming loans as a percentage of total loans and other real estate owned ("OREO"). Requires Fundamental Module permissions. Only available on North American securities.

OREO (% of Total Loans). Other real estate owned loans as a percent of total loans. OREO is most frequently a result of foreclosure on real property as a result of default by the borrower who used the property as collateral for the loan. A growth in OREO is indicative of deteriorating credit for the bank with non-earning assets that are growing.

Tier 1 Risk-Adjusted Capital Ratio. Ratio of tier 1 capital to risk adjusted assets. Measures the capital adequacy of a bank, or its capacity to absorb capital losses relative to the total amount of risk represented by the bank's assets. Requires Fundamental Module permissions.

EOP Loans / EOP Deposits. Ratio of end-of-period loans to end-of-period deposits. Requires Fundamental Module permissions.

Securities % Avg. Earning Assets. The percentage of Average Earning Assets represented by securities. This ratio measures the extent to which the bank's income is dependent on investment income rather than interest on loans. Requires Fundamental Module permissions.


Insurance

Premiums Written - Chg %. The percent change in the premiums written over the period. Requires Fundamental Module permissions.

Premiums Earned - Chg %. The percent change in the premiums earned over the period. Requires Fundamental Module permissions.

Reserves - Chg %. The percent change in the insurer's reserves. Reserves are a liability established to reflect the expected claims payouts on policies underwritten. Requires Fundamental Module permissions.

Loss Ratio (%). The ratio of claims payouts to premiums earned. Requires Fundamental Module permissions.

Expense Ratio (%). The ratio of operating and underwriting expenses to premiums earned. Requires Fundamental Module permissions.

Combined Ratio (%). The ratio of losses and expenses to premiums earned. This ratio measures the insurer's underwriting profit; if the combined ratio is less than 100%, payouts are less than premium revenue. Requires Fundamental Module permissions.

Combined Ratio (%) - Chg. The change in the Combined Ratio. Requires Fundamental Module permissions.

Investment Ratio (%). The ratio of net investment income to premiums earned. Requires Fundamental Module permissions.

Operating Profit Ratio (%). Calculated as:

Operating Profit Ratio = 1 + Investment Ratio - Combined Ratio.

This ratio represents the insurer's operating profit (premiums plus net investment income less losses and expenses) as a ratio of premiums. Requires Fundamental Module permissions.


Utility

Electric Revenue %. The percentage of total utility revenue derived from the distribution of electricity. Requires Fundamental Module permissions.

Gas Revenue %. The percentage of total utility revenue derived from the distribution of natural gas. Requires Fundamental Module permissions.

Generation Cost to Util. PP&E (%). The ratio of the cost of generating electricity, steam and clean water compared to the net book value of the utility property, plant and equipment. This is a measure of operating efficiency. Requires Fundamental Module permissions.

Other Utility Revenue %. The percentage of total utility revenue derived from non-regulated commodities. This is not commonly used. Requires Fundamental Module permissions.

Purchased Elec. To Elec. Revenue (%). The ratio of the cost of purchasing electricity to the revenue from electricity distribution. The higher this is, the more dependent the company is on outside sources for their power. Requires Fundamental Module permissions.

Utility Operation Cost - Chg %. The percentage change in the total cost of utility operations. In a regulated environment, changes in utility operations costs tend to have a large impact on profitability. Requires Fundamental Module permissions.

Utility to Total Revenue (%). The percentage of total company revenue derived from the generation and sale of electricity, gas, water, steam and other utility commodities. Requires Fundamental Module permissions.

Water & Steam Revenue %. The percentage of total utility revenue derived from the distribution of water or steam. It does not include revenue from hydroelectric power which falls under the category of electric revenue. Requires Fundamental Module permissions.


Airlines

Passenger Revenue per RPM. Passenger Revenue per Revenue Passenger Mile (RPM) captures the total passenger revenues earned divided by the cumulative miles traveled by paying passengers on the airline.

Passenger Revenue per RPM - Chg %. The percentage change in Passenger Revenue per RPM.

Passenger Revenue per RPK. Passenger Revenue per Revenue Passenger Kilometer (RPK) captures the total passenger revenues earned divided by the cumulative kilometers traveled by paying passengers on the airline.

Passenger Revenue per RPK - Chg %. The percentage change in Passenger Revenue per RPK.

Passenger Revenue per ASM. Passenger Revenue per Available Seat Mile (ASM) captures the total passenger revenues earned divided by the cumulative miles traveled by planes multiplied by the number of seats on those planes. This ratio measures the revenue earned on actual passengers for every mile each seat, or potential passenger, has flown. ASM is also known as Aircraft Seat Miles.

Passenger Revenue per ASM - Chg %. The percentage change in Passenger Revenue per ASM.

Passenger Revenue per ASK. Passenger Revenue per Available Seat Kilometer (ASM) captures the total passenger revenues earned divided by the cumulative kilometers traveled by planes multiplied by the number of seats on those planes. This ratio measures the revenue earned on actual passengers for every kilometer each seat, or potential passenger, has flown. ASK is also known as Aircraft Seat Kilometer.

Passenger Revenue per ASK - Chg %. The percentage change in Passenger Revenue per ASK.

Total Revenue per ASM. Total Revenue per Available Seat Mile (ASM) captures the total revenues earned divided by the cumulative miles traveled by planes multiplied by the number of seats on those planes. This ratio measures the total revenue earned, including non-passenger revenue like freight income, for every mile each seat, or potential passenger, has flown. ASM is also known as Aircraft Seat Miles.

Total Revenue per ASM - Chg %. The percentage change in Total Revenue per ASM.

Total Revenue per ASK. Total Revenue per Available Seat Kilometer (ASK) captures the total revenues earned divided by the cumulative kilometers traveled by planes multiplied by the number of seats on those planes. This ratio measures the total revenue earned, including non-passenger revenue like freight income, for every kilometer each seat, or potential passenger, has flown. ASK is also known as Aircraft Seat Kilometers.

Total Revenue per ASK - Chg %. The percentage change in Total Revenue per ASK.

Fuel Expense per ASM. Fuel Expense per Available Seat Mile (ASM) captures the amount of money spent on fueling the planes divided by the cumulative miles traveled by planes multiplied by the number of seats on those planes. ASM is also known as Aircraft Seat Miles.

Fuel Expense per ASM - Chg %. The percentage change in Fuel Expense per ASM.

Fuel Expense per ASK. Fuel Expense per Available Seat Kilometer (ASK) captures the amount of money spent on fueling the planes divided by the cumulative kilometers traveled by planes multiplied by the number of seats on those planes. ASK is also known as Aircraft Seat Kilometers.

Fuel Expense per ASK - Chg %. The percentage change in Fuel Expense per ASM.

Operating Expenses per ASM. Operating Expenses per Available Seat Mile (ASM) captures the amount of money spent on operating the airline divided by the cumulative miles traveled by planes multiplied by the number of seats on those planes. ASM is also known as Aircraft Seat Miles.

Operating Expenses per ASM - Chg %. The percentage change in Operating Expenses per ASM.

Operating Expenses per ASK. Operating Expenses per Available Seat Kilometer (ASK) captures the amount of money spent on operating the airline divided by the cumulative kilometers traveled by planes multiplied by the number of seats on those planes. ASK is also known as Aircraft Seat Kilometers.

Operating Expenses per ASK - Chg %. The percentage change in Operating Expenses per ASK.

Break-even Load Factor. The passenger load factor (%) that will result in operating revenues being equal to operating expenses, assuming constant revenue per passenger mile and expenses.

Passenger Load Factor. The percentage of aircraft seating capacity that is actually utilized, and is obtained using revenue passenger miles/kilometers, divided by available seat miles/kilometers.

Aircraft Utilization (Hrs/Day). The average number of block hours operated per day per aircraft for the total fleet of aircraft.

Aircraft Utilization (Hrs/Day) - Chg. The change in Aircraft Utilization in hours per day.

Number of Planes. The number of aircraft operated by the company at the end of the period.

Number of Planes - Chg. The increase/decrease in Number of Planes.


Healthcare Facilities

Admissions per Bed. The number of patient admissions during the period divided by the maximum number of beds permitted in a facility under its license as of the end of the period, regardless of whether the beds are actually available for patient care.

Admissions per Bed - Chg %. The percentage change in Admissions per Bed.

Surgeries per Admission. The number of surgeries performed during the period divided by total patient admissions.

Surgeries per Admission - Chg %. The percentage change in Surgeries per Admission.

Hospital Occupancy Rate (%). The average utilization rate of licensed beds during the period. Occupancy Rate is calculated as average patient days divided by average licensed beds divided by number of days in the period.

Hospital Occupancy Rate (%) - Chg. The change in Hospital Occupancy Rate percentage.

Avg. Length of Stay. The average number of days an admitted patient stays in the facility.

Avg. Length of Stay - Chg. The change in Avg. Length of Stay.

Revenue per Patient Day. The average inpatient revenues earned by the hospital for each patient day calculated as total billed value of inpatient services divided by the total number of patient days.

Revenue per Patient Day - Chg %. The percentage change in Revenue per Patient Day.

Number of Hospitals. The number of hospitals owned by the company as the end of the period.

Number of Hospitals - Chg. The increase/decrease in Number of Hospitals.


Internet/Media

Avg. Revenue per Customer. The average revenue generated by each customer per month.

Avg. Revenue per Customer - Chg %. The percentage change in Avg. Revenue per Customer.

Page Views (Millions). Number of Page Views, also known as user traffic or page hits, represents the number of hits (page views) that a website has received over the specified period of time.

Page Views (Millions) - Chg %. The percentage change in Page Views.

Traffic Acquisition Costs (TAC). The money spent by the company to increase traffic (page views) to its website.

Traffic Acquisition Costs (TAC) - Chg %. The percentage change in Traffic Acquisition Costs (TAC).


REITs

Avg. Rent per sq ft. The average rent received from tenants per square foot of rented property.

Avg. Rent per sq ft - Chg %. The percentage change in Avg. Rent per sq ft.

Avg. Rent per sq meter. The average rent received from tenants per square meter of rented property.

Avg. Rent per sq meter - Chg %. The percentage change in Avg. Rent per sq meter.

Rent Rate Increase (%). The growth in rental rates from the previous period.

FFO Payout Ratio (%). The dividend payout rate from the Funds from Operations (FFO) for each share. It is calculated as Dividends per Common share divided by FFO per share.

Occupancy Rate (%). The percentage of rental property by area rented out at the end of the period. It is calculated as the amount of property leased in sq. feet/meters divided by the amount of property available for lease in sq. feet/meters.

Occupancy Rate (%) - Chg. The change in Occupancy Rate (%).

Fixed Charge Coverage Ratio. A measure of leverage of REIT/ Real Estate companies, calculated as EBITDA divided by fixed charges.

Net Asset Value (NAV). Typically used for valuation of REITs, Net Asset Value (NAV) represents the net "market value" of all of a company's assets. This includes, but is not limited to, its properties, after subtracting all its liabilities and obligations.

Net Asset Value (NAV) - Chg %. The percentage change in Net Asset Value (NAV).

Adjusted FFO per Share. FFO adjusted for unusual and/or extraordinary items divided by diluted weighted average shares for the period.

Same Store Sales (%). Also known as comparable store sales growth, Same Store Sales is the percentage change in sales of stores open for the past 12 months. This figure is often used by analysts to measure sustainability of organic top-line growth. This helps investors differentiate between company revenue growth from increased productivity and demand versus from new store openings, which diminishes as the stores reach their saturation point.

Same Store Sales (%) - Chg. The change in Same Store Sales (%) and a measure of sales acceleration/deceleration at existing stores.


Retail

Inventory per sq ft. The book value of total company inventory divided by retail square feet.

Inventory per sq ft - Chg %. The percentage change in Inventory per retail sq. ft.

Inventory per sq meter. The book value of total company inventory divided by retail square meters.

Inventory per sq meter - Chg %. The percentage change in Inventory per retail sq. meter.

Retail Sales per retail sq ft. Total revenues earned from store sales, divided by the total area of retail space (in square feet) during the period.

Retail Sales per retail sq ft - Chg %. The percentage change in Retail Sales per retail sq. ft.

Retail Sales per retail sq meter. Total revenues earned from store sales, divided by the total area of retail space (in square meters) during the period.

Retail Sales per retail sq meter - Chg %. The percentage change in Retail Sales per retail sq. meter.

Operating Expense per sq ft. Operating expenses divided by square feet of space.

Operating Expense per sq ft - Chg %. The percentage change in Operating Expenses per sq. ft.

Operating Expense per sq meter. Operating expenses divided by square meters of space.

Operating Expense per sq meter - Chg %. The percentage change in Operating Expenses per sq. meter.

Number of Stores. The total number of stores operated by the company at the end of the period.

Number of Stores - Chg %. The percentage change in Number of Stores.

Number of Stores Opened. The number of stores opened during the period.

Number of Stores Closed. The number of stores closed during the period.

Rent Exp as % Retail Sales. The amount spent on rental leases as a percentage of retail sales during the period. This ratio is used to measure efficiency and allows the comparison of sales of stores in high value areas (high traffic or wealthy) to sales of stores in low value areas. The lower the number, the better it is.

Rent Exp per sq ft. The average rental expense per square foot of retail space.

Rent Exp per sq meter. The average rental expense per square meter of retail space.

Customer Visits (Millions). The total number of customer visits (traffic) to all of the company's stores during the period, represented in millions of visits.

Customer Visits (Millions) - Chg %. The percentage change in Customer Visits (Millions).

Merchandise Margins (%). The percentage profit margin on product sales achieved during the period.

Merchandise Margins (%) - Chg. The change in Merchandise Margins (%).


Legacy Available Fields
(Note: All fields may not be available for all users)

StarMine Indicator. The current 1-100 percentile rank of the security based on the StarMine Indicator model. For more details, please see What is the StarMine Indicator?. Requires Broker Module permissions.

StarMine Indicator Change. The raw change in the StarMine Indicator score based on the following calculation:

StarMine Indicator Change = Current StarMine Indicator - Old StarMine Indicator

In the case of the 30-day StarMine Indicator change, for example, "Old StarMine Indicator" refers to the StarMine Indicator 30 days prior to the data-through date. In the case of the 7-day change, it refers to the StarMine Indicator 7 days prior. If there is no current StarMine Indicator, or if the "Old StarMine Indicator" is unavailable, a dash is displayed. Requires Broker Module permissions.

Earnings Revision Component. A percentile rank that reflects only the earnings-based factors of the StarMine Indicator model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

Recommendation Component. A percentile rank that reflects only the recommendations-based factors of the StarMine Indicator model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Broker Module permissions.

StarMine Indicator Country Rank. A percentile rank based on the StarMine Indicator algorithm in which a security is compared to all other securities trading in the same country. Scores of 100 indicate the highest rated stocks in the country; scores of 1 indicate the lowest rated stocks in the country. Requires Broker Module permissions.

StarMine Indicator Global Rank. A percentile rank based on the StarMine Indicator algorithm in which a security is compared to all global securities. Scores of 100 indicate the highest rated stocks in the world; scores of 1 indicate the lowest rated stocks in the world. Requires Broker Module permissions.

StarMine Indicator Region. The name of the MSCI region in which the security is classified for purposes of the StarMine Indicator 100 ranking. A security's assignment to a region is a function of its security country. All countries are designated into one, and only one, of the following seven MSCI regions:
  • Developed Asia Pacific
  • Developed Europe
  • Emerging Asia Pacific
  • Emerging Europe
  • Latin America
  • Middle East and Africa
  • North America
Requires Broker Module permissions.

StarMine Indicator Decimal. An alternative version of the StarMine Indicator 100 field in which a security's 1-100 ranking is provided with a greater degree of precision. This field is available only through the Daily Downloads module. Requires Broker Module permissions.

StarMine Indicator 5. A field that reflects the mapping of the 1-100 StarMine Indicator percentile to a 1-5 scale. Scores of 1 indicate the highest rated stocks; scores of 5 indicate the lowest rated stocks. The StarMine Indicator 5 follows a bell-shaped distribution:
  • If the StarMine Indicator percentile has a value from 1-10, the StarMine Indicator 5 will have a value of "5".
  • If the StarMine Indicator percentile has a value from 11-30, the StarMine Indicator 5 will have a value of "4".
  • If the StarMine Indicator percentile has a value from 31-70, the StarMine Indicator 5 will have a value of "3".
  • If the StarMine Indicator percentile has a value from 71-90, the StarMine Indicator 5 will have a value of "2".
  • If the StarMine Indicator percentile has a value from 91-100, the StarMine Indicator 5 will have a value of "1".
This field is available only through the Daily Downloads module. Requires Broker Module permissions.

Previous StarMine Indicator 5. The value of the security's StarMine Indicator 5 immediately prior to its current value. This field is available only through the Daily Downloads module. Requires Broker Module permissions.

Last SM Indicator 5 Change Date. The date on which the StarMine Indicator 5 changed from its previous value to its current value. This field is available only through the Daily Downloads module. Requires Broker Module permissions.

Supplemental Revisions Score. The current 1-100 percentile rank of the security based on the algorithm of the Supplemental Revisions Model. For ranking purposes a security is compared to all other securities trading in the same MSCI region. Requires Supplemental Revisions permissions.

Supplemental Revisions Country Rank. A percentile rank based on the Supplemental Revisions Model algorithm in which a security is compared to all other securities trading in the same country. Scores of 100 indicate the highest rated stocks in the country; scores of 1 indicate the lowest rated stocks in the country. Requires Supplemental Revisions permissions.

Supplemental Revisions Global Rank. A percentile rank based on the Supplemental Revisions Model algorithm in which a security is compared to all global securities. Scores of 100 indicate the highest rated stocks in the world; scores of 1 indicate the lowest rated stocks in the world. Requires Supplemental Revisions permissions.

Revenue Revision Component. A percentile rank that reflects only the revenue-based factors of the Supplemental Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Supplemental Revisions permissions.

EBITDA Revision Component. A percentile rank that reflects only the EBITDA-based factors of the Supplemental Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Supplemental Revisions permissions.

Cash Flow Revision Component. A percentile rank that reflects only the cash flow-based factors of the Supplemental Revisions Model. Scores of 100 indicate the highest rated stocks; scores of 1 indicate the lowest rated stocks. Requires Supplemental Revisions permissions.

Suspect Data Flag (StarMine Indicator). This field describes whether or not StarMine has detected suspicious estimate data in any of the fiscal periods whose data is used in the StarMine Indicator calculation. This field is defined as the maximum of the Suspect Data Flag for This Quarter, the Suspect Data Flag for This Year, and the Suspect Data Flag for Next Year. Requires Broker Module permissions.

Suspect Data Flag (SRM). This field describes whether or not StarMine has detected suspicious estimate data for any of the estimate types and in any of the fiscal periods whose data is used in the Supplemental Revisions Model. This field is defined as the highest value from the values of the following fields:
  • Suspect Data Flag [Revenue] [FQ1]
  • Suspect Data Flag [Revenue] [FY1]
  • Suspect Data Flag [Revenue] [FY2]
  • Suspect Data Flag [EBITDA] [FQ1]
  • Suspect Data Flag [EBITDA] [FY1]
  • Suspect Data Flag [EBITDA] [FY2]
  • Suspect Data Flag [Cash Flow] [FQ1]
  • Suspect Data Flag [Cash Flow] [FY1]
  • Suspect Data Flag [Cash Flow] [FY2]
Requires Supplemental Revisions permissions.

StarMine Indicator New Activity Flag. A value used to indicate whether there has been new analyst activity relevant for the StarMine Indicator in the past day. Clients may choose to use this field to distinguish between StarMine Indicator changes resulting from "real" analyst activity and StarMine Indicator changes resulting from the passage of time or other subtleties of the StarMine Indicator model. There are two possible values that the field can take: 0 and 1. A value of 1 indicates that there is no Suspect Data on FQ1, FQ2, or FY1 Preferred Earnings and that at least one of the following has occurred in the past day:
  • A new estimate or estimate revision for the Preferred Earnings for the FQ1 period, the FY1 period, or the FY2 period.
  • A new recommendation or change in an existing recommendation.
  • A new pre-announcement was issued.
  • The company reported earnings.
A value of 0 indicates that none of the above conditions were met (i.e., there was no "real" new StarMine Indicator activity in the past day). Requires Broker Module permissions.

SRM New Activity Flag. A value used to indicate whether there has been new analyst activity relevant for the Supplemental Revisions Model in the past day. Clients may choose to use this field to distinguish between SRM changes resulting from "real" analyst activity and SRM changes resulting from the passage of time or other subtleties of the SRM. There are two possible values that the field can take: 0 and 1. A value of 1 indicates that there is no Suspect Data on FQ1, FQ2, or FY1 for Revenue, Cash Flow, or EBITDA and that at least one of the following has occurred in the past day:
  • A new estimate or estimate revision for Revenue, Cash Flow, or EBITDA for the FQ1 period, the FY1 period, or the FY2 period.
  • A new pre-announcement was issued.
  • The company reported earnings.
A value of 0 indicates that none of the above conditions were met (i.e., there was no "real" new SRM activity in the past day). Requires Supplemental Revisions permissions.


Oil & Gas Fields
Fuel Inventory. Fuel in storage as an inventory for electric utility companies. This is an important cost factor to electric power companies when oil prices are fluctuating in the global market. Data derived from Reuters Fundamentals, COA Code [AFUL].

Gas Liquids Production. Gas liquids production represents the total production of gas liquids in barrels. Data derived from Reuters Fundamentals, COA Code [MOBZ].

Natural Gas Production. Represents the total production of natural gas by the company, in cubic meters. Data derived from Reuters Fundamentals, COA Code [SODZ].

Oil and LNG Reserves Probable. Represents the estimated quantities of oil and liquefied natural gas reserves which is categorized as reasonably probable of being produced using current or likely technology at current prices, with current commercial terms and government consent. Data derived from Reuters Fundamentals, COA Code [MOLB].

Natural Gas Reserves Proved. Represents the total estimated quantities of natural gas, in cubic meters, which geological and engineering data demonstrate with reasonable certainty to be recoverable in future years from known reservoirs under existing economic and operating conditions. Data derived from Reuters Fundamentals, COA Code [SOKG].

Oil and LNG Reserves Proved. Represents the estimated quantities of oil and liquefied natural gas reserves which geological and engineering data demonstrate with reasonable certainty to be recoverable in future years from known reservoirs under existing economic and operating conditions (in Barrels). Data derived from Reuters Fundamentals, COA Code [MOIZ].

Crude Oil Production. Crude Oil, Average Production (Barrels/Day) represents the average production of crude oil on daily basis, in barrels. Data sourced by Thomson Reuters from financial reports, derived from Reuters Fundamentals COA Code [MOBK].