Fundamental Data Groups

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Fundamental Data Groupings

Fundamental Data, as well as ratios calculated using that data, are based on Thomson Financial's WorldScope Data fields.

There are literally hundreds of fundamental data fields used by WorldScope analysts to construct template driven financial databases allowing company comparisons between companies in the same market as well as in different countries. Go to the Thomson Background topic for more information on the WorldScope system and processes.

Your SOFTWARE uses a number of WorldScope data fields in its Fundamental Data displays and work pages.

Your SOFTWARE groups the Fundamental Data, and more precisely the ratios derived from the fundamental data, into the following groupings:

Broadly speaking, these groups (apart from the last one that is comprised mostly of data fields reported in financial statements) correspond to the various schools of fundamental analysis that have ground over the years.

Click on one of the above links to go to that group's topic to view all its ratios as well as a short description of the fundamental school that employs those ratios.

Stock Performance Group

Data Type

Display Unit

Dividend Payout Ratio

%

Dividend Yield

%

Earnings Yield

%

Price / Book Value Ratio

Times

Price / Cash Flow Ratio

Times

Price / Earnings Ratio

Times

Price / Sales Ratio

Times

Total Investment Return

%

Growth Rates Group

Data Type

Display Unit

Book Value Growth

%

Dividends Growth

%

Earnings Growth

%

Employees Growth

%

Equity Growth

%

Net Income Growth

%

Net Sales / Revenue Growth

%

Operating Income Growth

%

Total Assets Growth

%

Profitability Group

Data Type

Display Unit

COGS (Cost of Goods Sold) / Sales

Times

Cash Flow / Sales

Times

Gross Profit Margin

%

Net Margin Growth

%

Operating Profit Margin

%

Research & Development / Sales

Times

Return on Assets

%

Return on Equity

%

Return on Invested Capital

%

Asset Utilization Group

Data Type

Display Unit

CapEx (Capital Expenditure) / Sales

%

CapEx (Capital Expenditure) / Total Assets

%

Inventory Turnover

Times

Leverage Group

Data Type

Display Unit

Debt / Assets Ratio

%

Debt / Equity Ratio

%

Equity % Total Capital

%

Working Capital / Total Debt

%

Liquidity Group

Data Type

Display Unit

Account Receivables Days

Days

Cash & Equivalents / Total Current Assets

%

Current Ratio

Times

Inventories - Days Held

Days

Inventories / Total Current Assets

%

Quick Ratio

Times

Receivables / Total Current Assets

%

Topics
About Data
The About Data section aims to provide you with an understanding of the types of Data you may access through the Hubb Software and the different methods that may be used to access and maintain them.
Data Setup
Your SOFTWARE analyzes markets to help you trade better and provides both Price Data for technical analysis and Fundamental Data for fundamental analysis as well as news and market reports. In order to do this it needs up-to-date, reliable data from a wide range of exchanges, countries and information providers, in a format compatible with Your SOFTWARE.
Data Maintenance
This section contains information and guides on all aspects of maintaining your Hubb Software's Database.
Troubleshooting
Other
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