ValuationRatios
ValuationRatios(
time_provider: ITimeProvider,
security_identifier: SecurityIdentifier,
)
Bases: FundamentalTimeDependentProperty
Definition of the ValuationRatios class
Creates a new instance for the given time and security
payout_ratio: float
Dividend per share / Diluted earnings per share
sustainable_growth_rate: float
ROE * (1 - Payout Ratio)
cash_return: float
Refers to the ratio of free cash flow to enterprise value. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: FCF /Enterprise Value.
sales_per_share: float
Sales / Average Diluted Shares Outstanding
book_value_per_share: float
Common Shareholder's Equity / Diluted Shares Outstanding
cfo_per_share: float
Cash Flow from Operations / Average Diluted Shares Outstanding
fcf_per_share: float
Free Cash Flow / Average Diluted Shares Outstanding
earning_yield: float
Diluted EPS / Price
pe_ratio: float
Adjusted Close Price/ EPS. If the result is negative, zero, >10,000 or <0.001, then null.
sales_yield: float
SalesPerShare / Price
ps_ratio: float
Adjusted close price / Sales Per Share. If the result is negative or zero, then null.
book_value_yield: float
BookValuePerShare / Price
pb_ratio: float
Adjusted close price / Book Value Per Share. If the result is negative or zero, then null.
cf_yield: float
CFOPerShare / Price
pcf_ratio: float
Adjusted close price /Cash Flow Per Share. If the result is negative or zero, then null.
fcf_yield: float
FCFPerShare / Price
fcf_ratio: float
Adjusted close price/ Free Cash Flow Per Share. If the result is negative or zero, then null.
trailing_dividend_yield: float
Dividends Per Share over the trailing 12 months / Price
forward_dividend_yield: float
(Current Dividend Per Share * Payout Frequency) / Price
forward_earning_yield: float
Estimated Earnings Per Share / Price Note: a) The "Next" Year's EPS Estimate is used; For instance, if today's actual date is March 1, 2009, the "Current" EPS Estimate for MSFT is June 2009, and the "Next" EPS Estimate for MSFT is June 2010; the latter is used. b) The eps estimated data is sourced from a third party.
forward_pe_ratio: float
1 / ForwardEarningYield If result is negative, then null
peg_ratio: float
ForwardPERatio / Long-term Average Earning Growth Rate
peg_payback: float
The number of years it would take for a company's cumulative earnings to equal the stock's current trading price, assuming that the company continues to increase its annual earnings at the growth rate used to calculate the PEG ratio. < Log (PG/E + 1) / Log (1 + G) > - 1 Where P=Price E=Next Fiscal Year's Estimated EPS G=Long-term Average Earning Growth
tangible_book_value_per_share: float
The company's total book value less the value of any intangible assets dividend by number of shares.
tangible_bv_per_share_3_yr_avg: float
The three year average for tangible book value per share.
tangible_bv_per_share_5_yr_avg: float
The five year average for tangible book value per share.
forward_dividend: float
Latest Dividend * Frequency
working_capital_per_share: float
(Current Assets - Current Liabilities)/number of shares
working_capital_per_share_3_yr_avg: float
The three year average for working capital per share.
working_capital_per_share_5_yr_avg: float
The five year average for working capital per share.
ev_to_ebitda: float
Indicates what is a company being valued per each dollar of EBITDA generated.
buy_back_yield: float
The net repurchase of shares outstanding over the market capital of the company. It is a measure of shareholder return.
total_yield: float
The total yield that shareholders can expect, by summing Dividend Yield and Buyback Yield.
ratio_pe_5_year_average: float
The five-year average of the company's price-to-earnings ratio.
price_change_1m: float
Price change this month, expressed as latest price/last month end price.
normalized_pe_ratio: float
Adjusted Close Price/ Normalized EPS. Normalized EPS removes onetime and unusual items from net EPS, to provide investors with a more accurate measure of the company's true earnings. If the result is negative, zero, >10,000 or <0.001, then null.
price_to_ebitda: float
Adjusted close price/EBITDA Per Share. If the result is negative or zero, then null.
div_yield_5_year: float
Average of the last 60 monthly observations of trailing dividend yield in the last 5 years.
forward_roe: float
Estimated EPS/Book Value Per Share
forward_roa: float
Estimated EPS/Total Assets Per Share
two_years_forward_earning_yield: float
2 Years Forward Estimated EPS / Adjusted Close Price
two_years_forward_pe_ratio: float
Adjusted Close Price/2 Years Forward Estimated EPS
forward_calculation_style: str
Indicates the method used to calculate Forward Dividend. There are three options: Annual, Look-back and Manual.
actual_forward_dividend: float
Used to collect the forward dividend for companies where our formula will not produce the correct value.
trailing_calculation_style: str
Indicates the method used to calculate Trailing Dividend. There are two options: Look-back and Manual.
actual_trailing_dividend: float
Used to collect the trailing dividend for companies where our formula will not produce the correct value.
total_asset_per_share: float
Total Assets / Diluted Shares Outstanding
expected_dividend_growth_rate: float
The growth rate from the TrailingDividend to the Forward Dividend: {(Forward Dividend/Trailing Dividend) - 1}*100.
ev_to_revenue: float
Indicates what is a company being valued per each dollar of revenue generated.
ev_to_pre_tax_income: float
Indicates what is a company being valued per each dollar of Pretax Income generated.
ev_to_total_assets: float
Indicates what is a company being valued per each dollar of asset value; should be the default EV multiple used in an asset driven business.
ev_to_fcf: float
Indicates what is a company being valued per each dollar of free cash flow generated.
ev_to_ebit: float
Indicates what is a company being valued per each dollar of EBIT generated.
ffo_per_share: float
Funds from operations per share; populated only for real estate investment trusts (REITs), defined as the sum of net income, gain/loss (realized and unrealized) on investment securities, asset impairment charge, depreciation and amortization and gain/ loss on the sale of business and property plant and equipment, divided by shares outstanding.
price_to_cash_ratio: float
The ratio of a stock's price to its cash flow per share.
ev_to_forward_ebitda: float
Indicates what is a company being valued per each dollar of estimated EBITDA.
ev_to_forward_revenue: float
Indicates what is a company being valued per each dollar of estimated revenue.
ev_to_forward_ebit: float
Indicates what is a company being valued per each dollar of estimated EBIT.
ev_to_ebitda_1_year_growth: float
The one-year growth in the company's EV to EBITDA on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax, depreciation, and amortization expenses) reported in the Financial Statements within the company filings or reports.
ev_to_fcf_1_year_growth: float
The one-year growth in the company's EV to free cash flow on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash flow from operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports.
ev_to_revenue_1_year_growth: float
The one-year growth in the company's EV to revenue on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports.
ev_to_total_assets_1_year_growth: float
The one-year growth in the company's EV to total assets on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by total assets reported in the Financial Statements within the company filings or reports.
pfcf_ratio_1_year_growth: float
The one-year growth in the company's price to free cash flow ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the free cash flow reported in the Financial Statements within the company filings or reports.
pb_ratio_1_year_growth: float
The one-year growth in the company's price to book ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports.
pe_ratio_1_year_growth: float
The one-year growth in the company's PE ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports.
ps_ratio_1_year_growth: float
The one-year growth in the company's price to sales ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the sales per share reported in the Financial Statements within the company filings or reports.
ev_to_ebit_3_yr_avg: float
The three-year average for a company's EV to EBIT ratio: EV (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBIT (earnings minus expenses excluding interest and tax expenses) reported in the Financial Statements within the company filings or reports.
ev_to_ebitda_3_yr_avg: float
The three-year average for a company's EV to EBITDA ratio: EV (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax, depreciation, and amortization expenses) reported in the Financial Statements within the company filings or reports.
ev_to_fcf_3_yr_avg: float
The three-year average for a company's EV to free cash flow ratio: EV (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash Flow from Operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports.
ev_to_revenue_3_yr_avg: float
The three-year average for a company's EV to revenue ratio: EV (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports).
ev_to_total_assets_3_yr_avg: float
The three-year average for a company's EV to total assets ratio: EV (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Assets reported in the Financial Statements within the company filings or reports.
ev_to_ebit_3_yr_avg_change: float
The growth in the three-year average for a company's EV to EBIT ratio. Morningstar calculates the growth percentage based on the EV to EBIT ratio ((Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBIT (earnings minus expenses excluding interest and tax expenses) reported in the Financial Statements within the company filings or reports).
ev_to_ebitda_3_yr_avg_change: float
The growth in the three-year average for a company's EV to EBITDA ratio. Morningstar calculates the growth percentage based on the EV to EBITDA ratio ((Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax depreciation and amortization expenses) reported in the Financial Statements within the company filings or reports).
ev_to_fcf_3_yr_avg_change: float
The growth in the three-year average for a company's EV to free cash flow ratio. Morningstar calculates the growth percentage based on the EV to free cash flow ratio ((Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash Flow from Operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports).
ev_to_revenue_3_yr_avg_change: float
The growth in the three-year average for a company's EV to revenue ratio. Morningstar calculates the growth percentage based on the EV to revenue ratio ((Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports).
ev_to_total_assets_3_yr_avg_change: float
The growth in the three-year average for a company's EV to total assets ratio. Morningstar calculates the growth percentage based on the EV to total assets ratio ((Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by total assets reported in the Financial Statements within the company filings or reports).
pfcf_ratio_3_yr_avg: float
The three-year average for a company's price to free cash flow ratio (the adjusted close price divided by the free cash flow per share reported in the Financial Statements within the company filings or reports).
pb_ratio_3_yr_avg: float
The three-year average for a company's price to book ratio (the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports).
ps_ratio_3_yr_avg: float
The three-year average for a company's price to sales ratio (the adjusted close price divided by the total sales per share reported in the Financial Statements within the company filings or reports).
p_cash_ratio_3_yr_avg: float
The three-year average for a company's price to cash ratio (the adjusted close price divided by the cash flow per share reported in the Financial Statements within the company filings or reports).
pe_ratio_3_yr_avg: float
The three-year average for a company's PE ratio (the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pfcf_ratio_3_yr_avg_change: float
The growth in the three-year average for a company's price to free cash flow ratio. Morningstar calculates the growth percentage based on the adjusted close price divided by the free cash flow per share reported in the Financial Statements within the company filings or reports.
pb_ratio_3_yr_avg_change: float
The growth in the three-year average for a company's price to book ratio. Morningstar calculates the growth percentage based on the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports.
ps_ratio_3_yr_avg_change: float
The growth in the three-year average for a company's price to sales ratio. Morningstar calculates the growth percentage based on the adjusted close price divided by the total sales per share reported in the Financial Statements within the company filings or reports.
pe_ratio_3_yr_avg_change: float
The growth in the three-year average for a company's PE ratio. Morningstar calculates the growth percentage based on the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports.
pe_ratio_1_year_high: float
The one-year high for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_1_year_low: float
The one-year low for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_1_year_average: float
The one-year average for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_5_year_high: float
The five-year high for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_5_year_low: float
The five-year low for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_5_year_average: float
The five-year average for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_10_year_high: float
The ten-year high for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_10_year_low: float
The ten-year low for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
pe_ratio_10_year_average: float
The ten-year average for a company's PE ratio (adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports).
cape_ratio: float
The cyclically adjusted PE ratio for a company; adjusted close price divided by earnings per share. If the result is negative, zero, >10,000 or <0.001, then null. Morningstar uses the CPI index for US companies and Indexes from the World Bank for the rest of the global markets.
ev_to_ebitda_3_year_growth: float
The three-year growth in the company's EV to EBITDA on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax, depreciation, and amortization expenses) reported in the Financial Statements within the company filings or reports.
ev_to_fcf_3_year_growth: float
The three-year growth in the company's EV to free cash flow on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash flow from operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports.
ev_to_revenue_3_year_growth: float
The three-year growth in the company's EV to revenue on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports.
ev_to_total_assets_3_year_growth: float
The three-year growth in the company's EV to total assets on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by total assets reported in the Financial Statements within the company filings or reports.
pfcf_ratio_3_year_growth: float
The three-year growth in the company's price to free cash flow ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the free cash flow reported in the Financial Statements within the company filings or reports.
pb_ratio_3_year_growth: float
The three-year growth in the company's price to book ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports.
pe_ratio_3_year_growth: float
The three-year growth in the company's PE ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports.
ps_ratio_3_year_growth: float
The three-year growth in the company's price to sales ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the sales per share reported in the Financial Statements within the company filings or reports.
ev_to_ebitda_5_year_growth: float
The five-year growth in the company's EV to EBITDA on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax, depreciation, and amortization expenses) reported in the Financial Statements within the company filings or reports.
ev_to_fcf_5_year_growth: float
The five-year growth in the company's EV to free cash flow on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash flow from operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports.
ev_to_revenue_5_year_growth: float
The five-year growth in the company's EV to revenue on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports.
ev_to_total_assets_5_year_growth: float
The five-year growth in the company's EV to total assets on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by total assets reported in the Financial Statements within the company filings or reports.
pfcf_ratio_5_year_growth: float
The five-year growth in the company's price to free cash flow ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the free cash flow reported in the Financial Statements within the company filings or reports.
pb_ratio_5_year_growth: float
The five-year growth in the company's price to book ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports.
pe_ratio_5_year_growth: float
The five-year growth in the company's PE ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports.
ps_ratio_5_year_growth: float
The five-year growth in the company's price to sales ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the sales per share reported in the Financial Statements within the company filings or reports.
ev_to_ebitda_10_year_growth: float
The ten-year growth in the company's EV to EBITDA on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by EBITDA (earnings minus expenses excluding interest, tax, depreciation, and amortization expenses) reported in the Financial Statements within the company filings or reports.
ev_to_fcf_10_year_growth: float
The ten-year growth in the company's EV to free cash flow on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by free cash flow (Cash flow from operations - Capital Expenditures) reported in the Financial Statements within the company filings or reports.
ev_to_revenue_10_year_growth: float
The ten-year growth in the company's EV to revenue on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by Total Revenue reported in the Financial Statements within the company filings or reports.
ev_to_total_assets_10_year_growth: float
The ten-year growth in the company's EV to total assets on a percentage basis. Morningstar calculates the growth percentage based on the enterprise value (Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed) divided by total assets reported in the Financial Statements within the company filings or reports.
pfcf_ratio_10_year_growth: float
The ten-year growth in the company's price to free cash flow ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the free cash flow reported in the Financial Statements within the company filings or reports.
pb_ratio_10_year_growth: float
The ten-year growth in the company's price to book ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the book value per share reported in the Financial Statements within the company filings or reports.
pe_ratio_10_year_growth: float
The ten-year growth in the company's PE ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the earnings per share reported in the Financial Statements within the company filings or reports.
ps_ratio_10_year_growth: float
The ten-year growth in the company's price to sales ratio on a percentage basis. Morningstar calculates the growth percentage based on the adjusted close price divided by the sales per share reported in the Financial Statements within the company filings or reports.
two_yrs_ev_to_forward_ebit: float
Indicates what is a company being valued per each dollar of estimated EBIT in year 2.
two_yrs_ev_to_forward_ebitda: float
Indicates what is a company being valued per each dollar of estimated EBITDA in year 2.
first_year_estimated_eps_growth: float
EPS Growth Ratio: (Estimated EPS Year 1) / (TTM Normalized diluted EPS
second_year_estimated_eps_growth: float
EPS Growth Ratio: (Estimated EPS Year 2) / (Estimated EPS Year 1)
normalized_peg_ratio: float
Normalized ForwardPERatio / Long-term Average Normalized Earnings Growth Rate
clone(
time_provider: ITimeProvider,
) -> FundamentalTimeDependentProperty
Clones this instance