The Profile page gives you general information about a symbol, whether it’s about the company or the contract. Barchart shows different data on the Profile page, depending on the symbol’s asset type.
Stocks
A stock’s Profile page contains general information about the stock, such as Ticker Symbol, Exchange traded on, Company Contact Address/Phone, CEO/President, and Company Description. It also includes links to the Industry, Sector, and Index in which the stock belongs: the SIC or the Standard Industrial Classification code, industry groups, and major-market indices including the three Dow Jones indices and their composite, the Nasdaq 100, and the S&P 500, 100 and 400. For stocks, all fundamental information is provided by Zachs Investment Research.
Key Statistics
- Market Capitalization, $K: capitalization or market value of a stock is simply the market value of all outstanding shares. It is computed by multiplying the market price by the number of outstanding shares. For example, a publicly held company with 10 million shares outstanding that trade at $10 each would have a market capitalization of $100 million.
- Enterprise Value, $K: Enterprise Value is the measure of a company’s total value. It is computed by the sum of the current Market Capitalization, Short Term Debt, Long Term Debt, Minority Interests and Preferred Stock minus Cash & Equivalents.
- Shares Outstanding, K: Common shares outstanding as reported by the company on the 10-Q or 10-K.
- Annual Sales, $: The annual sales, expressed in millions of dollars.
- Annual Net Income, $: The annual net income, expressed in millions of dollars.
- Last Quarter Sales, $: The last quarter’s sales, expressed in millions of dollars.
- Last Quarter Net Income, $: The last quarter’s net income, expressed in millions of dollars.
- 60-Month Beta: Coefficient that measures the volatility of a stock’s returns relative to the market (S&P 500). It is based on a 60-month historical regression of the return on the stock onto the return on the S&P 500.
- % of Institutional Shareholders: The percent of ownership held by large financial institutions or organizations.
- Float, K: Shares a company has issued that are available to trade (shares outstanding – restricted stock).
- % Float: The percentage of regular shares available to trade.
- Short Volume Ratio: The ratio of shares that were sold short and total reported volume.
Growth Table
The 1-3- and 5-Year Returns are adjusted for splits.
Per-Share Information
- Most Recent Earnings: The amount of latest Earnings Per Share (EPS) paid out to shareholders and the date paid. Most Recent Earnings figures are based on Non-GAAP income from continuing operations.
- Next Earnings Date: The next reported earnings date. Stocks whose Next Earnings Date falls within the next 7 days are highlighted in red.
- Earnings Per Share: The trailing 12 months EPS from total operations is the bottom line income after all expenses, divided by the weighted average number of common shares outstanding. For example, if a company has $10 million in net income and 10 million in outstanding shares, then its EPS is $1.
- EPS Growth vs. Prev Qtr: The earnings per share growth over the previous quarter.
- EPS Growth vs. Prev Year: The earnings per share growth from the most recent EPS compared to the quarterly EPS from 4 quarters before.
- Annual Dividend Rate: The indicated annual dividend, calculated from the latest dividend. For ETFs, the annual dividend is for the trailing twleve months. The dividend rate is the portion of a company’s profit paid to shareholders, quoted as the dollar amount each share receives (dividends per share).
- Annual Dividend Yield: The indicated annual dividend yield, calculated from the latest dividend. Yield is the amount of dividends paid per share, divided by the closing price.
- Most Recent Dividend: The most recent dividend paid and the most recent dividend date.
- Next Ex-Dividends Date: Shareholders on record as of this date are entitled to any dividend paid.
- Dividend Payable Date: The date on which the next dividend is estimated to be paid.
- Dividend Payout Ratio: Latest dividend payout is the % of net income paid to stockholders in dividends.
- Most Recent Split: The share split recorded and the date on which the split occurred.
ETFs
An ETF Profile page also shows general information about the fund, but also adds information such as a link to the Fund Family. the Underlying Index. Inception Date, First Trade Date, and Leverage.
Investment Information Table
The YTD, 1-3- and 5-Year Returns are adjusted for dividends and splits.
Futures
A Profile for a commodities contract contains the Contract Specifications. Specifications include:
- Symbol – the root symbol for the commodity.
- Name – the commodity description
- Exchange – the exchange on which the commodity is traded.
- Months – A specific month in which delivery may take place under the terms of a futures contract. Commodity exchanges typically refer to months using one letter:
- January = F
- February = G
- March = H
- April = J
- May = K
- June = M
- July = N
- August = Q
- September = U
- October = V
- November = X
- December = Z
- Size – (sometimes referred to as Trading Unit) refers to the unit of measure in which the contract is traded. Common abbreviations you’ll see include:
- bu = bushel
- lbs = pounds
- cwt = hundred weight
- bbl = barrel
- gal = gallon
- mm btu = million British thermal units
- bd = board foot
- oz = ounce
- M = million
- ct = cents
- pt = point
- Tick Size – the smallest allowable increment of price movement for a contract.
- Daily Limit – the maximum gain or loss that the commodity is permitted to reach for a given trading session.
- Trading Hours – the days and hours in which the commodity is traded.
- Last Trading Day – the day in which trading terminates for this commodity for each Trading Month.
- Value of one futures unit – a measure of one basis point change in the futures price.
- Value of one options unit – a measure of one basis point change in the options price.
- CRB Yearbook Description – for commodities, the previous year’s CRB Yearbook article will appear. Information includes a description/outlook for the commodity, prices, supply, demand, and trade statistics.
Ratios
Ratios for equities display the following information:
- Price/Earnings ttm – The closing price divided by the earnings-per-share based on the last trailing twelve months (TTM) of earnings.
- Price/Earnings forward – The projected price to earnings per share valuation.
- Price/Earnings to Growth – The price/earnings growth ratio (PEG).
- Return-on-Equity % – For the recent quarter (after taxes): earnings from total operations (not including extraordinary items) divided by the Most Recent Quarter Common Stock Equity.
- Return-on-Assets % – For the recent quarter (before taxes): earnings from total operations (not including extraordinary items) divided by the Most Recent Quarter Assets.
- Profit Margin % – For the recent year, a measure of profitability, equal to annual net income / revenues over the selected period * 100.
- Net Margin % – For the recent year, a measure of profitability, equal to annual net income / revenues over the selected period * 100.
- Debt/Equity – The debt/equity ratio for the latest quarter. Debt/Equity is a financial health ratio that adds long-term debt to current liabilities, then divides by the last fiscal year net equity per share of common stock.
- Price/Sales – Latest closing price of the stock divided by the last twelve months revenue/sales per share.
- Price/Cash Flow – Latest closing price of the stock divided by the last twelve months revenue/cash flow per share.
- Price/Book – A financial ratio used to compare a company’s current market price to its book value.
- Book Value/Share – The per share value of a company based on its equity available to common shareholders for the trailing 12 months.
- Interest Coverage – A measure of a company’s ability to honor its interest payments. (Annual Pre-Tax Income + Annual Interest Expense) / Annual Interest Expense
