I asked, “What are the first metrics that you look at when evaluating a new stock?”
I received 322 replies
Here are 10 great metrics to look at first (and how to find them):
I received 322 replies
Here are 10 great metrics to look at first (and how to find them):
1/ Market Capitalization
Why: Shows the current size/scale of the business
Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc
Why: Shows the current size/scale of the business
Where: @YahooFinance (image), @theTIKR , @KoyfinCharts ...etc
2/ Sales Growth Rate
Why: Shows the business model works & current growth rate
Where: @stockcardhq (image), SEC filings, @theTIKR...etc
Why: Shows the business model works & current growth rate
Where: @stockcardhq (image), SEC filings, @theTIKR...etc
3/ Free Cash Flow
Why: Is business generating cash or burning cash?
Where: @YahooFinance (image), SEC Filings, @stockrow1...etc
Why: Is business generating cash or burning cash?
Where: @YahooFinance (image), SEC Filings, @stockrow1...etc
4/ Returns on capital (ROE, ROIC, ROA)
Why: Shows capital efficiency of business
Where: @stockrow1 (image) , @ycharts , @YahooFinance...etc
Why: Shows capital efficiency of business
Where: @stockrow1 (image) , @ycharts , @YahooFinance...etc
5/ Margins
Why: Shows current profit profile of products, spending rates, & potential for operating leverage
Where: @ycharts (image), @theTIKR, @stockrow1...etc
Why: Shows current profit profile of products, spending rates, & potential for operating leverage
Where: @ycharts (image), @theTIKR, @stockrow1...etc
6/ Total Addressable Market
Why: Shows market size & long-term growth potential of business
Where: Investor presentation (images from $FVRR), 10k, @Gartner_inc
Why: Shows market size & long-term growth potential of business
Where: Investor presentation (images from $FVRR), 10k, @Gartner_inc
7/ Long-term (5-year+) Stock Performance vs. market
Why: Has the stock created or destroyed value so far?
Where: @ycharts (image), @YahooFinance, @stockrow1....etc
Why: Has the stock created or destroyed value so far?
Where: @ycharts (image), @YahooFinance, @stockrow1....etc
8/ Current Valuation (Price to sales / Price to earnings)
Why: How expensive is the stock?
Where: @YahooFinance (image), @stockcardhq, @KoyfinCharts...etc
Why: How expensive is the stock?
Where: @YahooFinance (image), @stockcardhq, @KoyfinCharts...etc
9/ Mission Statement
Why: Why does this company exist??? What is it trying to do?
Where: Investor Relations Page ( $SHOP image), 10K, Glassdoor, company presentation
Why: Why does this company exist??? What is it trying to do?
Where: Investor Relations Page ( $SHOP image), 10K, Glassdoor, company presentation
10/ Inside Ownership
Why: Do insiders have skin in the game?
Where: SEC Filings (Proxy statement -- form DEF 14A -- search “ownership” -- image shows @elonmusk ownership of $TSLA )
Why: Do insiders have skin in the game?
Where: SEC Filings (Proxy statement -- form DEF 14A -- search “ownership” -- image shows @elonmusk ownership of $TSLA )
I received a TON of great replies to this thread
but this one by @OphirGottlieb stood out:
but this one by @OphirGottlieb stood out:
https://twitter.com/OphirGottlieb/status/1417964415417131009?s=20
Want to learn more about how to find & use these metrics?
@brian_stoffel_ and I teach people how to invest on my YouTube Channel
Subscribe here: youtube.com/brianferoldiyt…
@brian_stoffel_ and I teach people how to invest on my YouTube Channel
Subscribe here: youtube.com/brianferoldiyt…
You can read all of the answers to the thread here:
https://twitter.com/BrianFeroldi/status/1417951861215268868?s=20
Summary:
1: Market Cap
2: Sales Growth
3: FCF
4: Returns on Capital
5: Margins
6: TAM
7: Stock Performance
8: Current Valuation
9: Mission Statement
10: Inside Ownership
1: Market Cap
2: Sales Growth
3: FCF
4: Returns on Capital
5: Margins
6: TAM
7: Stock Performance
8: Current Valuation
9: Mission Statement
10: Inside Ownership
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