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Financials & Valuation

Overview​

The Financials & Valuation profile gives you a broad comparison of group-level valuation, profitability, and financial quality across industries and themes. It helps you review how the market is pricing different groups relative to earnings, sales, cash flow, and return metrics, while also keeping market scale and recent performance in view.

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This profile helps you compare financial quality and valuation across the market’s largest and most influential groups, making it easier to study pricing, profitability, and capital efficiency side by side.

Strategy Focus​

  • Compare valuation multiples across major industries and themes to spot relative richness or discount
  • Review profitability and capital efficiency using Return on Equity and Return on Assets
  • Focus on large-cap groups where valuation and financial quality matter most for market leadership
  • Compare growth against valuation to see where stronger trends may already be priced in
  • Benchmark financial strength before entering trend or rotation workflows
  • Use the profile in macro, sector rotation, or value-quality research

Filters Applied​

This profile applies no filters. All groups are included and sorted by Total Market Cap. (%) in descending order.

Metrics Used​

Group Structure and Size​

  • Industry / Theme: Identifies the group so you can compare financial characteristics across different parts of the market.
  • Tickers: Shows the number of companies in the group, which helps frame scale and breadth.
  • Total Market Cap. (%): Shows the group’s share of the total tracked market capitalization and serves as the default ranking metric.

Valuation Metrics (TTM)​

  • Price to Earnings Ratio TTM: Shows how the market is valuing the group relative to trailing earnings.
  • Price to Earnings Growth Ratio TTM: Compares valuation with earnings growth, which helps normalize high or low P/E readings.
  • Price to Sales Ratio TTM: Shows how the group is valued relative to trailing revenue, which is useful in faster-growth or lower-profit areas.
  • Price to Book Ratio TTM: Adds asset-based valuation context, which can matter more in capital-intensive groups.
  • Price to Cash Flow Ratio TTM: Shows valuation relative to trailing cash generation and helps assess operational quality.
  • Price to Free Cash Flow Ratio TTM: Adds a stricter cash-flow-based valuation lens by accounting for capital expenditures.

Profitability and Efficiency​

  • Return on Equity TTM (%): Measures how efficiently the group is generating returns on shareholder equity, helping identify stronger capital allocators.
  • Return on Assets TTM (%): Measures how efficiently the group is generating returns from its asset base, which helps compare operational efficiency across structures.

Growth Metrics​

  • EPS Growth - 3 Years (%): Adds long-term earnings growth context so you can compare valuation against sustained profit expansion.
  • Sales Growth - 3 Years (%): Adds long-term revenue growth context and helps identify whether valuation premiums are supported by top-line expansion.

Fundamentals and Market Context​

  • Fundamentals Rating: Provides a broader financial-quality benchmark built from multiple valuation, profitability, and balance-sheet factors.
  • Group Rating 1 Year: Adds long-term price-based strength context and helps compare financial quality with actual market leadership.
  • Total Volume (%): Shows how much of today’s market volume is coming from the group, which adds activity context.
  • Return Year to Date (%): Helps compare financial strength and valuation with actual price performance this year.

Default Sorting Logic​

Results are sorted by Total Market Cap. (%) in descending order, so the most influential groups appear first.

Practical Use Cases​

  • Compare valuation and growth profiles across major industries and themes
  • Spot groups trading at discounts or premiums relative to their financial quality
  • Jump into Ticker Screener to isolate companies inside capital-efficient or attractively valued groups
  • Use Multi-Charts to compare price behavior across strong and weak valuation clusters
  • Support macro positioning and sector rotation by comparing valuation, profitability, and size
  • Build value, quality, or capital-efficiency watchlists around stronger groups