Quantitative Indicators
Quantitative Indicator
What is the data is numerical, measurable, and can be analyzed statistically?
Qualitative Indicator
What is data that is descriptive and subjective?
Fundamental Analysis
What is determining a company's intrinsic value, uses a mix of Quantitative and Qualitative Indicators, and identifies strong companies with long-term prospects?
Stock
What is a broad term for an investment or financial asset that can be traded in a public or private market?
Public Float
What is a portion of a company's shares available to trade by the public?
Sector
What is the category that groups companies based on their business activities or industries they operate in?
Technical Analysis
What is when studying past market data to predict future values, relies on Quantitative Indicators and Charts, and determines best time to buy/sell based on market behavior?
S&P 500
What is a prominent market-capitalization-weighted index of 500 leading publicly trading companies in the U.S.
Price and Open
What is the current dollar value at which a share is bought or sold?
What is the first recorded trade at the beginning of the trading day?
Regulatory/Political Environment--> Give an example of its impact
Can affect a company's operations and financial performance such as changes in government policies, tax laws, and industry regulations can impact business conditions and investment decisions
A company's insider ownership shows that there are minimal stock shares owned by its executives, directors, and employees --> Make an inference about investing in the company
Management's financial interests could be less aligned with shareholders' interests
Types of Coupon Rates on Bonds
What is a fixed rate, variable rate, and zero coupon rate?
Earnings Per Share (EPS)
What is the net profit divided by the number of common share it has outstanding?
How much money a company makes for each share of its stock
Economic Moat
What is strong brand recognition, cost advantages, or proprietary technology?
A company's competitive advantage that protects it form competitors and helps maintain its profitability over the long term
An analysist identifies a company with a strong economic moat, low Beta, and a PE ration of 20 --> Reach a conclusion based on this reflection
The company is a strong investment opportunity
Growth stock vs. Value Stock
What is a stock with higher potential and higher volatility?
What is a stock more stable than a growth stock and less volatile?
Debt-to-Equity Ratio
What is the ratio that is used to evaluate a company's financial leverage?
Formula: Divide a company's total liabilities by its shareholder equity
11 Main Classifications by Global Industry Classification Standard (GICS) --> Name 6 Sectors
- Energy
- Materials
- Industrials
- Consumer Discretionary
- Consumer Staples
- Health Care
- Financials
- Information Technology
- Communication Services
- Utilities
- Real Estate
Equity Analysis--> Break Down
1. Equity Analysis
Technical Analysis
2. Fundamental Analysis
Qualitative Indicators
Quantitative Indicators 3. Technical Analysis
Quantitative Indicators
Charts
IPO
What is Initial Public Offering?
It is the process by which a private company sells its shares to the general public for the first time, transitioning into a publicly traded company.