Annual Fundamental Types

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Annual Fundamental Types

The other fundamental indicators use only display calculations based on annual financial data:


Again there is a sharp movement at around 1 January (the end of the US financial year) when the calculation's financial data components are updated, however since this data is only updated once a year, the plot will be horizontal until the next change at the end of the following financial year when it will be recalculated and plotted at a new level.

The following Annual Fundamental indicator types are available:

  • Beta
  • CapEx/Sales
  • CapEx/Total Assets
  • Current Ratio
  • Debt/Assets Ratio
  • Debt/Equity Ratio
  • Dividend Growth
  • Dividend Payout Ratio
  • Earnings Growth
  • Gross Profit Margin
  • Inventory Turnover
  • Net Income
  • Net Margin Growth
  • Net Sales/Revenues
  • Net Sales/Revenues Growth
  • Operating Profit Margin
  • PEG Ratio
  • Quick Ratio
  • Return on Assets
  • Return on Equity
  • Return on Invested Capital
  • Total Investment Return


The display for each indicator can be altered using its Properties dialog box.

There is no Fundamental Daily display for any of these indicators, as none is calculated.


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