Research Summary

Research fundamentals on a symbol by opening the Research tool under Launch Tools, or by clicking the Research button in the Symbol Hub. Below is the data found in the Summary tab of the Research tool, in addition to the Business Summary and Executives.

Get a demonstration and more information on the Research tool.

 

OVERVIEW
Market Cap Market value of all of a company's outstanding shares
Market Cap Class Classifies the size of a company by Small/Medium/Large, -/+ indicates where the company falls within the broader classification (i.e. M+ is a larger mid-cap company)
Enterprise Value Measure of the market value of a company that takes into consideration all security holders, rather than just common equity
Beta Stock price volatility relative to the S&P 500
Shares Outstanding Number of shares of stock currently held by investors
Total Float Total number of share available for public trading
Held by Institutions Percent of shares held by institutional investors
Employee Count Number of employees

 

SECTOR/INDUSTRY
Sector GICS® (Global Industry Classification Standard) Sector classification. Sector is the most broad category used. Sectors are composed of Industries, which are composed of Sub-Industries.
Industry GICS (Global Industry Classification Standard) Industry classification. Industry is the middle category used. Sectors are composed of Industries, which are composed of Sub-Industries.
Sub-Industry GICS (Global Industry Classification Standard) Sub-Industry classification. Sub-Industry is the most specific category used. Sectors are composed of Industries, which are composed of Sub-Industries.

 

EARNINGS
Earnings Per Share Net income divided by the average number of shares outstanding for a company for the last 12 months
Price/Earnings Ratio Ratio of company's previous close to earnings over the last 12 months. The higher the P/E ratio, the more the market is willing to pay for each dollar of annual earnings.
Forward P/E Estimated P/E Ratio using forecasted earnings

 

DETAILS
Today's Open Opening price of the current market session
Previous Close Closing price of the previous market session
Day's Range Difference between high and low for the day
52 Week Range Difference between 52-week high and 52-week low
VWAP Volume Weighted Average Price measures the average price of a stock over a given period of time. VWAP is calculated by adding up the dollars traded for every transaction (price multiplied by number of shares traded) and then dividing by the total shares traded for the day.
Avg. Volume (1 month) Average volume for the stock over the last month
Put/Call Open Int. Open Interest Put/Call Ratio calculates the Put/Call ratio by dividing the total number of puts by the total number of calls for an underlying stock or index based on open interest
Put/Call Volume* Volume Put/Call Ratio calculates the Put/Call ratio by dividing the total number of puts by the total number of calls for an underlying stock or index based on the trading volume of the current or most recent trading session.

*Updates intra-day

 

DIVIDENDS
Dividend Yield Dividends paid by company over last 12 months as a % of Previous Close
Annual Dividend Dividends paid by company over last 12 months in dollars per share
Quarterly Dividend Amount of latest declared dividend