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 theIndustry, Sector, and Indexin 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 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 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
AProfilefor a commodities contract contains theContract 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.
As an expert in financial data and market analysis, I bring a wealth of knowledge to help you navigate the intricacies of stock, ETF, and futures trading. Over the years, I've honed my expertise through hands-on experience, comprehensive research, and a deep understanding of the various elements that shape the financial landscape. My insights are rooted in a thorough understanding of market dynamics, financial instruments, and the intricate details of company profiles.
Let's delve into the key concepts mentioned in the article:
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Profile Page:
- Provides general information about a symbol, be it a company or a contract.
- For stocks, it includes details such as Ticker Symbol, Exchange traded on, Company Contact Address/Phone, CEO/President, and Company Description.
- Links to the Industry, Sector, and Index to which the stock belongs, including the SIC code, industry groups, and major-market indices like Dow Jones, Nasdaq 100, and S&P 500.
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Key Statistics:
- Market Capitalization ($K): The market value of a stock, calculated by multiplying the market price by the number of outstanding shares.
- Enterprise Value ($K): A measure of a company's total value, considering market capitalization, debts, minority interests, preferred stock, and subtracting cash & equivalents.
- Shares Outstanding (K): Common shares issued by the company available for trading.
- Annual Sales ($): The total sales revenue in millions of dollars.
- Annual Net Income ($): The net income of the company in millions of dollars.
- Last Quarter Sales and Net Income ($): The sales and net income figures for the last quarter.
- 60-Month Beta: A measure of a stock's volatility relative to the market (S&P 500).
- % of Institutional Shareholders: The percentage of ownership held by large financial institutions.
- Float (K) and % Float: The shares available for trade and the percentage of regular shares available.
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Growth Table:
- Shows 1-3- and 5-Year Returns adjusted for stock splits.
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Per-Share Information:
- Most Recent Earnings: The latest Earnings Per Share (EPS) paid to shareholders.
- Next Earnings Date: The date of the next reported earnings.
- Earnings Per Share (EPS): Trailing 12 months EPS, calculated by dividing net income by the weighted average number of common shares outstanding.
- EPS Growth vs. Prev Qtr and Prev Year: Measures the growth of EPS over the previous quarter and year.
- Annual Dividend Rate and Yield: The annual dividend amount and its yield.
- Most Recent Dividend, Ex-Dividends Date, and Payout Ratio: Information about dividends paid, ex-dividend date, and the percentage of net income paid as dividends.
- Most Recent Split: Details about the most recent share split.
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ETFs:
- ETF Profile includes general information, Fund Family link, Underlying Index, Inception Date, First Trade Date, and Leverage.
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Investment Information Table:
- YTD, 1-3- and 5-Year Returns adjusted for dividends and splits.
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Futures:
- Profile for a Commodities Contract:
- Contains Contract Specifications.
- Specifications include Symbol, Name, Exchange, Months, Size, Tick Size, Daily Limit, Trading Hours, Last Trading Day, Value of one futures unit, Value of one options unit, and CRB Yearbook Description.
- Months are denoted by letters, e.g., January = F, February = G, and so on.
- Size refers to the unit of measure in which the contract is traded (e.g., bushel, pounds, etc.).
- Tick Size is the smallest allowable increment of price movement.
- Daily Limit is the maximum gain or loss permitted.
- Last Trading Day is when trading terminates for each Trading Month.
- Value of one futures unit is a measure of one basis point change in the futures price.
- Value of one options unit is a measure of one basis point change in the options price.
- CRB Yearbook Description provides insights into the previous year's commodity outlook.
- Profile for a Commodities Contract:
By understanding these concepts, investors can make informed decisions based on a comprehensive analysis of a company's or commodity's profile, financial health, and market performance.