Financial Summary in 'Overview' page under Snapshot
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Beige Bandicoot
Can you please combine Valuation, Capital Structure, and Analysts Estimates in 'Overview' page (under Snapshot) into 'Financial Summary', with actuals for the last three fiscal years (FY) and estimate for current FY and the next FY,
with the following line items:
Market Cap
Debt
Cash & Inv
EV
Revenue
EBITDA
FCF
EPS
P/E
EV/EBITDA
EV/EBIT
EV/Sales
FCF Yield %
Div Yield %
ROCE % (Return on capital employed)
RoE % (Return on Equity)
Stock Price: year-end price for years already ended, and latest price for the current year and the next year
of Shares outstanding: # at year-end - for the years already ended, and
the latest available actual # (from quarterly filing) - for the current year and the next year.
Show Actuals for the last three fiscal years (Month/Year) and estimate for current and the next fiscal year (example: 12/2021, 12/2022, 12/2023, 12/2024E, 12/2025E).
If necessary, you can make Snapshot Chart and News section smaller.
Thanks
Conor MacNeil
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Conor MacNeil
Hey Prasant, we have all of this data in the platform, I'd reccomend creating an FA template and using the Actuals and Consensus tabs.
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Beige Bandicoot
Conor MacNeil, How do I create an FA template? Is there a tutorial or help link? Or, can you create for me, if I send a template to you? I know that your platform has a lot of data in different places but it is hard to get a overview in one place. You can implement some easy things which make sense, without relying on customer voting. Thanks
Conor MacNeil
Beige Bandicoot: Hey Prasant, we share a lot of good resources on our YouTube and our website.
Here is a short demo on how to create custom FA templates: https://www.youtube.com/watch?v=IfD7N4JtDvI