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Valuation

Overview​

The Valuation profile focuses on price multiples and growth-adjusted valuation metrics across common shares. It helps you compare how the market is valuing earnings, sales, book value, cash flow, and free cash flow, while also adding supporting growth and profitability context.

This profile is useful when comparing expensive and inexpensive stocks, reviewing how valuation changes across market-cap ranges, and separating stronger-value candidates from names that are merely trading at low multiples for a reason.

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

Strategy Focus​

  • Compare core valuation multiples across a broad stock universe
  • Identify stocks trading at lower or higher relative valuations
  • Combine valuation with growth metrics for GARP-style research
  • Compare valuation across different market-cap tiers
  • Add profitability trends to separate cheap quality from weaker-value setups
  • Re-sort quickly to study one multiple or one industry at a time

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 valuation data focused on operating companies and more comparable capital structures.

Metrics Used​

Valuation Ratios (Trailing 12 Months)​

  • Price to Earnings Ratio: Compares share price to earnings per share and remains one of the most widely used relative valuation measures.
  • Price to Earnings Growth Ratio: Compares P/E with earnings growth, which helps identify high-growth stocks trading at more reasonable valuations.
  • Price to Sales Ratio: Compares price with revenue per share and is especially useful when comparing earlier-stage or lower-margin companies.
  • Price to Book Ratio: Compares share price with book value per share and can be helpful in asset-heavy sectors.
  • Price to Cash Flow Ratio: Measures valuation relative to operating cash flow generation.
  • Price to Free Cash Flow Ratio: Measures valuation relative to free cash flow, which is often useful when earnings alone do not tell the full story.

Market Value and Scale​

  • Market Capitalization ($): Adds company size context when comparing valuation across the market.
  • Enterprise Value TTM ($): Includes both equity value and debt, which is useful when you want a leverage-aware view of overall company value.

Supporting Fundamentals​

  • Last Price ($): Current market price for quick reference.
  • Relative Strength 1 Year: Helps show whether lower or higher valuation is occurring alongside stronger or weaker long-term price performance.
  • Fundamentals Rating: Adds a broader financial-quality signal alongside pure valuation metrics.

Growth and Margin Context​

  • EPS Growth - 3 Years (%): Helps judge whether earnings growth supports current valuation levels.
  • Sales Growth - 3 Years (%): Adds top-line context, especially when comparing companies with similar multiples.
  • Profit Margin BT Growth - 3 Years (%): Helps show whether margins are expanding, stable, or deteriorating.

Default Sorting Logic​

Results are sorted by Market Capitalization (descending) to surface the largest and most influential names first. You can then re-sort by any valuation metric depending on the type of comparison you want to run.

Practical Use Cases​

  • Compare stocks by P/E, PEG, P/S, P/B, and cash-flow-based multiples
  • Screen for lower-multiple opportunities across common shares
  • Review whether growth and margin trends support current valuation
  • Compare valuation profiles across large-cap and smaller-cap stocks
  • Look for stronger companies trading at more reasonable prices
  • Build valuation watchlists that combine multiples, growth, and financial quality