Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports.
Undervalued or overvalued stocks?
With fundamental statistics, anyone who considers to investing in shares of XYZ company tries to answers one key question – is company XYZ undervalued or overvalued?
Every fundamental statistic takes price of company´s XYZ’s share price and compares it to specific certain data from the company’scompany´s financial statement. With By this comparison we apply hard economic figures reported by company XZY to the share valuation in thea stock market.
Commonly used economic data for fundamental statistics include company firm´s XYZ’s equity, sales, earnings and dividend yield.
Present weighted values to your investors
If a fund or CTA has a program which buys or sells stocks, with Topsheets they will be able to see the valuation (weighted) for the whole portfolio and have a good idea if the stocks portfolio tends to be overvalued or undervalued.
Some prospective investors might request this type of information from a fund or CTA. You can supply it within a few clicks in Topsheets by simply adding the requested fundamental statistics into your fund fact sheet.
Topsheets provides these 4 fundamental statistics:
- Price Book – This fundamental statistic is calculated by dividing the current closing price of the stock by the latest quarter’s book value per share.
- Price Sales – This statistic indicates the value placed on each dollar of a company’s sales or revenues. It is calculated by dividing the stock price by sales per share for a 12-month period.
- Trailing P/E – It’s calculated by taking the current stock price and dividing it by the trailing earnings per share (EPS) for the past 12 months.
- Trailing Annual Dividend Yield – This statistic calculates the total dividends paid per common share of a firm for a 12-month period.
All the statistics take all stocks in your program´s portfolio and calculates a weighted average value, which you can present in your fund factsheet.