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Financial

Overview​

The Financial profile focuses on balance sheet strength, profitability, and capital efficiency across common shares. It brings together trailing financial ratios, margin metrics, leverage measures, and return ratios so you can compare operational quality and financial durability in one place.

This view is useful when reviewing companies with stronger fundamentals, checking for signs of deteriorating financial quality, or comparing how profitability and leverage differ across larger and smaller companies.

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This profile updates in real time and includes only common shares across all market sessions.

Strategy Focus​

  • Review profitability and margin quality using trailing financial metrics
  • Compare capital efficiency through ROE and ROA
  • Assess liquidity strength with Current Ratio and Quick Ratio
  • Measure debt and leverage risk using debt-based ratios
  • Use Fundamentals Rating as a quick summary of broader financial quality
  • Start with larger companies, then re-sort by any financial ratio depending on your focus

Filters Applied​

This profile applies one structural filter:

  • Ticker Type = Common Shares: Excludes ETFs, REITs, SPACs, and other non-common-share instruments.

This keeps the financial dataset more consistent and directly comparable.

Metrics Used​

Price and Scale Context​

  • Last Price ($): Current market price for quick reference.
  • Market Capitalization ($): Total value of outstanding common shares. Useful when comparing financial quality across company size.
  • Relative Strength 1 Year: Helps show whether stronger financial results are also translating into longer-term price leadership.

Financial Health and Capital Efficiency​

  • Fundamentals Rating: An A-F composite score that summarizes broader financial quality across valuation, profitability, and balance sheet inputs.
  • Return on Assets TTM (%): Measures how efficiently the company turns assets into profit.
  • Return on Equity TTM (%): Measures how effectively shareholder capital is generating earnings.
  • ROE Growth - 3 Years (%): Tracks whether capital efficiency has been improving or deteriorating over time.

Liquidity and Leverage​

  • Current Ratio TTM: Compares current assets to current liabilities and helps assess short-term financial flexibility.
  • Quick Ratio TTM: A stricter liquidity measure that excludes inventory and focuses on more liquid assets.
  • Debt to Equity TTM (%): Compares total debt with shareholder equity to show leverage and balance sheet risk.
  • Long-Term Debt to Capitalization TTM (%): Shows how much of the company’s long-term capital structure is funded by debt.

Profitability​

  • Net Profit Margin TTM (%): Measures how much of revenue remains as net income after all expenses.
  • Operating Profit Margin TTM (%): Focuses on core operating profitability before interest and taxes.

Earnings Timing​

  • Next Earnings In Days: Helps track how close the next financial update is.
  • Next Earnings Date: The scheduled date of the next earnings report.

Default Sorting Logic​

Results are sorted by Market Capitalization (descending) to bring larger, more established companies to the top first. You can then re-sort by any financial ratio depending on the type of analysis you want to run.

Practical Use Cases​

  • Compare companies by profitability, liquidity, and leverage
  • Screen for stronger balance sheets using Current Ratio, Quick Ratio, and debt metrics
  • Review ROE and ROA when comparing capital efficiency
  • Identify names where financial quality is improving or weakening
  • Focus on larger companies first, then narrow down by specific financial ratios
  • Build watchlists around quality, balance sheet strength, or conservative fundamental screens