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Stock Data

The Stock Data page provides in-depth analysis and comprehensive information about individual stocks. This powerful research hub combines real-time price data, fundamental analysis, technical indicators, and various financial metrics to give you a complete view of any publicly traded company.

Overview​

The Stock Data page is organized into a main view with multiple specialized tabs, each focusing on different aspects of company analysis:

  • Main View: Company overview, price chart, and key metrics
  • Analysts: Analyst recommendations, price targets, and ratings
  • Earnings: Historical and projected earnings data
  • Financials: Income statement metrics and trends
  • Balance Sheet: Asset, liability, and equity analysis
  • Cash Flow: Cash flow statement analysis
  • Ownership: Institutional, insider, and fund ownership data
  • News: Company-specific news and press releases
  • SEC: Regulatory filings and documents

Main View​

The main view provides essential company information and real-time price data:

Company Header​

  • Company Name and Ticker: Full company name with ticker symbol (e.g., "Tesla, Inc. (TSLA)")
  • Company Description: Brief overview of the company's business and operations
  • Industry and Exchange: Industry classification and listing exchange
  • Additional Metadata: ETF/Fund status indicators

Price Information​

  • Current Price: Large, prominently displayed current stock price
  • Price Change: Daily change in dollars and percentage, color-coded (green for positive, red for negative)
  • Time Period: "past week" or other relevant time frame

Interactive Price Chart​

  • Chart Types: Candlestick chart with volume indicators
  • Timeframe Selection: 1D, 1W, 1M, 3M, 6M, 1Y, 5Y, All
  • Download Option: Button to download chart as image
  • Advanced View: Button to access advanced technical analysis tools

Company Details​

The Company Details tab provides key financial metrics:

  • Market Cap: Total market value of the company's outstanding shares
  • P/E Ratio: Price-to-earnings ratio
  • P/B Ratio: Price-to-book ratio
  • EV/Sales: Enterprise value to sales ratio
  • EV/EBITDA: Enterprise value to EBITDA ratio
  • P/S Ratio: Price-to-sales ratio
  • Beta: Measure of stock volatility relative to the market
  • Return on Equity: Profitability relative to shareholders' equity
  • ROIC: Return on invested capital
  • Current Ratio: Measure of short-term liquidity
  • FCF Yield: Free cash flow yield
  • Dividend Yield: Annual dividend yield percentage

Trading Stats​

The Trading Stats tab shows key trading metrics:

  • Volume: Current trading volume
  • Average Volume: Average daily trading volume
  • 52-Week Range: Highest and lowest prices over the past year
  • Day Range: Highest and lowest prices of the current trading day
  • Open Price: Opening price for the current trading day
  • Previous Close: Previous day's closing price

Analysts Tab​

The Analysts tab provides insights from Wall Street analysts and financial institutions:

Analyst Recommendations​

  • Recommendation Summary: Visual representation of analyst sentiment (e.g., "42.6% of analysts are bullish")
  • Rating Breakdown: Distribution of ratings across Strong Buy, Buy, Hold, Sell, and Strong Sell
  • Rating Percentages: Percentage and count for each rating category
  • Visual Indicators: Color-coded bars representing the distribution of ratings

Price Targets​

  • Average Target: Consensus price target with percentage difference from current price
  • Highest Target: Most optimistic price target with percentage upside
  • Lowest Target: Most conservative price target with percentage difference
  • Coverage: Number of analysts providing price targets
  • Price Target Distribution: Histogram showing the distribution of price targets

Recent Analyst Ratings​

  • Chronological List: Recent analyst actions with dates
  • Rating Companies: Names of analyst firms (e.g., B of A Securities, Guggenheim)
  • Rating Changes: Previous and new ratings for each analyst update
  • Sortable Table: Organized view of all recent analyst actions

Earnings Tab​

The Earnings tab provides historical and projected earnings data:

Earnings Summary​

  • Average EPS: Average earnings per share with comparison to estimates
  • Beat/Miss Ratio: Ratio of earnings beats to misses (e.g., "6/5")
  • Average Surprise: Average percentage by which actual earnings differed from estimates

EPS Trend & Estimates​

  • Interactive Chart: Historical and projected EPS values by quarter
  • Actual vs. Estimated: Comparison between actual results and analyst estimates
  • Trend Lines: Visual representation of EPS trends over time
  • Future Estimates: Projected EPS for upcoming quarters

EPS Growth Rate​

  • Growth Visualization: Chart showing EPS growth rates
  • QoQ Growth: Quarter-over-quarter growth percentages
  • YoY Growth: Year-over-year growth percentages
  • Growth Trends: Visual representation of growth acceleration or deceleration

Earnings Surprises​

  • Historical Surprises: Bar chart showing the magnitude of earnings surprises
  • Positive/Negative Indicators: Color-coded bars (green for positive surprises, red for negative)
  • Quarterly Data: Surprise data organized by fiscal quarter

Revenue Surprises​

  • Revenue Performance: Bar chart showing revenue performance vs. expectations
  • Positive/Negative Indicators: Color-coded bars for beats and misses
  • Quarterly Data: Surprise data organized by fiscal quarter

Earnings History​

  • Detailed Table: Comprehensive earnings history with dates
  • Estimated vs. Actual: Comparison of estimated and actual EPS and revenue
  • Surprise Percentage: Percentage by which actual results differed from estimates
  • Chronological Order: Most recent quarters listed first

Financials Tab​

The Financials tab provides income statement data and financial performance metrics:

Revenue Trend​

  • Revenue Chart: Multi-year revenue trend with projections
  • Debt Overlay: Total debt shown alongside revenue
  • Growth Indicators: Year-over-year growth percentages
  • Current Revenue: Prominently displayed current annual revenue

Income Metrics​

  • Visual Comparison: Bar chart comparing revenue, gross profit, operating income, and net income
  • Historical Trends: Multi-year view of key income metrics
  • Growth Analysis: Visual representation of income statement evolution

Cash & Debt Position​

  • Balance Visualization: Bar chart comparing cash and debt positions
  • Historical Trends: Multi-year view of cash and debt balances
  • Financial Health Indicators: Visual representation of the company's financial position

Balance Sheet Tab​

The Balance Sheet tab provides detailed analysis of the company's assets, liabilities, and equity:

Balance Sheet Analysis​

  • Key Metrics: Total Assets, Total Liabilities, Total Equity with year-over-year growth
  • Asset Composition: Current Assets and Fixed Assets with ratios
  • Quarterly/Annual Toggle: Switch between quarterly and annual data

Total Assets Trend​

  • Growth Chart: Line chart showing total assets growth over time
  • Historical Context: Multi-year view of asset accumulation
  • Growth Rate: Visual representation of asset growth acceleration or deceleration

Asset Composition​

  • Composition Chart: Line chart comparing current and non-current assets
  • Balance Indicators: Visual representation of the company's asset allocation
  • Trend Analysis: Changes in asset composition over time

Liabilities Breakdown​

  • Composition Chart: Line chart comparing current and non-current liabilities
  • Debt Structure: Visual representation of the company's liability allocation
  • Trend Analysis: Changes in liability composition over time

Shareholders' Equity Trend​

  • Equity Chart: Line chart showing total equity, retained earnings, and common stock
  • Growth Indicators: Visual representation of equity growth over time
  • Capital Structure: Insights into the company's equity composition

Key Performance Metrics​

  • Ratio Chart: Line chart showing current ratio, debt to equity, and asset turnover
  • Financial Health: Visual representation of key financial health indicators
  • Trend Analysis: Changes in financial ratios over time

Cash Flow Tab​

The Cash Flow tab provides analysis of the company's cash flow statements:

Cash Flow Analysis​

  • Operating Cash Flow: Cash generated from core business operations
  • Free Cash Flow: Cash available after capital expenditures
  • Cash Balance: Current cash position with net change

Cash Flow Components​

  • Component Chart: Line chart comparing operating, investing, and financing cash flows
  • Historical Context: Multi-year view of cash flow components
  • Trend Analysis: Changes in cash flow composition over time

Free Cash Flow Trend​

  • FCF Chart: Line chart showing free cash flow trends
  • Growth Indicators: Visual representation of FCF growth or decline
  • Financial Health: Insights into the company's cash generation ability

Efficiency Metrics​

  • Key Ratios: Operating Cash Flow Ratio, Cash Flow Yield, Cash Conversion Cycle
  • Performance Indicators: Metrics for evaluating cash flow efficiency
  • Benchmark Data: Context for evaluating the company's cash flow performance

Capital Allocation​

  • Allocation Metrics: Reinvestment Rate, CapEx to Operating Cash, Cash Flow Coverage
  • Strategic Insights: Data on how the company allocates its cash resources
  • Investment Analysis: Indicators of the company's investment priorities

Sustainability Metrics​

  • Sustainability Indicators: Free Cash Flow Margin, Cash Flow to Debt
  • Financial Health: Metrics for evaluating long-term financial sustainability
  • Risk Assessment: Data for evaluating the company's financial risk profile

Ownership Tab​

The Ownership tab provides detailed information about who owns the company's shares:

Ownership Distribution​

  • Pie Chart: Visual breakdown of ownership by category (Executive Insiders, Institutions, Mutual Funds, Public Float)
  • Percentage Allocation: Exact percentage owned by each category
  • Concentration Analysis: Insights into ownership concentration

Executive Insider Activity​

  • Trading Metrics: Annual Trading Volume, Buy/Sell Ratio, Net Buying Sentiment
  • Transaction Data: Recent insider transactions with dates, names, positions, and values
  • Trading Patterns: Insights into insider buying and selling behavior

Institutional Activity​

  • Holding Metrics: Total Holdings, Quarterly Change, Average Position
  • Institution List: Major institutional holders with shares held and recent changes
  • Trading Trends: Analysis of institutional buying and selling patterns

Mutual Fund Holdings​

  • Fund Metrics: Total Fund Holdings, Unique Funds, Average Holding Size
  • Fund List: Major fund holders with shares held and recent changes
  • Trading Trends: Analysis of fund buying and selling patterns

Political Trading Activity​

  • Trading Metrics: Annual Trading Volume, Active Politicians, Average Trade Size
  • Transaction List: Recent political trades with dates, names, and amounts
  • Trading Patterns: Insights into political trading behavior

News Tab​

The News tab provides company-specific news and press releases:

Market News Feed​

  • Latest News: Recent news articles about the company
  • Source Information: News sources and publication times
  • Categorization: Market news and press releases
  • Search Functionality: Search box for finding specific news items
  • View Options: List and grid view toggles

News Content​

  • Headlines: Article titles with company ticker labels
  • Publication Details: Source and timestamp information
  • Filtering Options: Filter by news type or time period
  • Interactive Links: Clickable headlines to read full articles

SEC Tab​

The SEC tab provides access to regulatory filings and documents:

SEC Filings​

  • Filing List: Recent SEC filings with dates and times
  • Form Types: Filing form types (e.g., 4, 10-K, 8-K)
  • Filing Descriptions: Description of each filing type
  • Interactive Links: Clickable rows to access full filings
  • Filtering Options: Filter specific filing types

Advanced Technical Analysis​

The Advanced Technical Analysis view provides sophisticated charting and technical indicators:

Technical Trading View​

  • Advanced Chart: Large, detailed price chart with extended functionality
  • Multiple Indicators: Technical indicators including Simple MA, Exponential MA, Weighted MA, Double EMA, Triple EMA, Williams %R, RSI, ADX
  • Customizable Parameters: Adjustable periods for each indicator (e.g., 10, 50, 200)
  • Chart Types: Candlestick charts with volume data
  • Time Controls: Multiple timeframe options

Price Information​

  • Current Price: Real-time price with ticker symbol
  • Price Change: Change in dollars and percentage, color-coded
  • Back Button: Return to main Stock Data view

How to Use the Stock Data Page​

  1. Company Research: Start with the main view to get an overview of the company and its current price action
  2. Fundamental Analysis: Use the Financials, Balance Sheet, and Cash Flow tabs to evaluate the company's financial health
  3. Growth Assessment: Review the Earnings tab to understand historical performance and future expectations
  4. Market Sentiment: Check the Analysts tab to see what Wall Street thinks about the stock
  5. Ownership Insights: Use the Ownership tab to understand who owns the stock and recent insider activity
  6. News Monitoring: Stay updated with the latest company developments through the News tab
  7. Regulatory Review: Access important filings and disclosures through the SEC tab
  8. Technical Analysis: Use the Advanced Technical Analysis view to identify chart patterns and technical signals

Data Sources and Refresh Rates​

  • Price Data: Real-time or slightly delayed quotes depending on exchange and subscription level
  • Fundamental Data: Quarterly and annual financial data from company reports
  • Analyst Data: Regularly updated analyst ratings and price targets
  • Ownership Data: Updated based on regulatory filing schedules
  • News Content: Real-time news feeds from multiple financial news sources
  • SEC Filings: Direct access to official SEC EDGAR database filings