Fundamentální analýza akcií

Do TradingView přidáváme data o finančním stavu společností. 

Informace najdete pod tlačítkem Financials v horní části grafu.

Všechna finanční data jsou rozdělena do čtyř kategorií: Income Statement, Balance Sheet, Cash Flow, a Ratios (podrobnější informace níže). Po stisknutí tlačítka Financials uvidíte okno s těmito čtyřmi kategoriemi a různými indikátory. Zde si můžete vybrat informace jako např. EPS a EBITDA (v sekci Income Statement), nebo price-to-earnings a price-to-sales (v sekci Ratios).

Můžete také porovnávat finanční indikátory mezi společnostmi navzájem. Stačí kliknout na tlačítko nastavení (Settings) v grafu, přejít do Inputs a přidat další symbol:

V následujících měsících je plánováno přidání dalších indikátorů a způsobů vyhodnocení fundamentů. Zde je detailní přehled nových indikátorů:

INCOME STATEMENT

Total Revenue The field represents gross sales and other operating revenue less discounts, returns and allowances.
Cost of Revenue, Total The field return as the sum of Cost of Goods Sold – Excluding Depreciation & Amortization and Depreciation, Depletion & Amortization.
Total Operating Expenses Represents the sum of all expenses related to operations.
Gross Profit The field represents the difference between sales or revenues and cost of goods sold and depreciation. Gross profit = Revenue − Cost of goods sold incl D&A.
Research & Development The field represents all direct and indirect costs related to the creation and development of new processes, techniques, applications and products with commercial possibilities.
Selling/General/Admin Expenses, Total The field returns Total Operating Expenses: Research Development plus Selling General and Administrative.
Operating Income The field represents the difference between sales and total operating expenses.
Net Income The field returns net income available to common fully diluted EPS for the period and date(s) requested in local currency by default.
Diluted EPS The field returns fully-diluted Earnings Per Share as reported on a company’s filing.
EBITDA The field returns EBITDA (Operating Income Plus Depreciation & Amortization). This is calculated as the sum of EBIT (Operating Income) and Depreciation, Depletion and Amortization.

If Depreciation, Depletion, and Amortization is not available, then Depreciation, Depletion and Amortization (Cash Flow) will be substituted. Note, given the nature of the data items included in this calculation, this formula will only return data for industrial companies.

Balance Sheet

Total Assets The field represents the sum of total current assets, long-term receivables, investment in unconsolidated subsidiaries, other investments, net property plant and equipment, deferred tax assets, and other assets.
Long Term Debt Non-Current Portion of Long Term Debt. The field represents all interest-bearing financial obligations, excluding current portion of long-term debt, pensions, deferred taxes and minority interest.
Total Debt The field represents all interest bearing and capitalized lease obligations. It is the sum of long and short-term debt.
Total Liabilities The field represents all short- and long-term obligations expected to be satisfied by the company.
Total Equity The field represents total equity for the period and date(s) requested.
Total Liabilities & Shareholders’ equities The field represents the sum of total liabilities, minority interest, non-equity reserves, preferred stock and common equity.

CASH FLOW

Cash from Operating Activities The field represents net cash from operating activities.
Cash From Investing Activities The field represents net cash from investing activities.
Cash From Financing Activities The field represents net cash from financing activities.
Free Cash Flow The field represents free cash flow for the entire firm.

RATIOS

Return on Equity This is calculated as Net Income TTM divided by the two fiscal period average of Total Shareholders’ Equity.
Price Book Ratio This is calculated as Price per share divided by Book Value per Share.
Price Cash Flow Ratio This is calculated as Price per share divided by Operating Cash Flow per Share.
Price Sales Ratio This is calculated as Price per share divided by Sales Per Share.
Price Earnings Ratio This is calculated as Price per share divided by Diluted Earnings per Share TTM.
Market Capitalization This is calculated as Price per share multiplied by the Number of Shares outstanding.
Earnings Yield This is calculated as Diluted Earnings per Share TTM divided by Price per share.

Při používání finančních dat je důležité mít na paměti, že jsou závislá na údajích uvedených ve výročních zprávách společností. V některém období mohou společnostem data chybět.

Data dostupná na TV pochází z Factset, který používá vlastní metodologii pro sběr a zpracování dat, což může způsobit rozdílná data z jiných zdrojů. Více informací najdete zde.

https://www.tradingview.com/blog/en/fundamental-analysis-is-now-available-on-tradingview-15448/

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