To display the profile of a company, you can use the search bar to type its ticker (or a few first letters of the company's name) and choose the right one to display its full dossier:
It's good to know that the same company can be listed on two (or more) different stock exchanges around the world. The rule of thumb is to choose the stock listed on its native exchange because, in other cases, some financial data might be displayed in a different currency than the stock price itself (assuming it's listed in another country). That might be confusing later when analysing indicators like price-to-sales.
After selecting the company, you will see a profile similar to this one:
What you can find here
- The company profile is displayed in the basic default scoring model view. To make your life easier, we’ve already set up some predefined parameters that we think are important. Nevertheless, if you’ve already built your own scoring model (or models), you can switch to them here.
- These are the parameters that we think you should look at when analysing the stock. You can click and expand the details of every financial indicator from here – more on that in the manual related to Scoring Models. By the way, if you click on the indicator that expands to the detailed view, you can always go back by clicking the ‘Back’ button or arrow in your browser.
- Here you can read the basic description of the company and its business. You can also check who the main competitors are, but these are not always as accurate as we wish, so be careful. It’s also possible to compare your company to its competitors using the ‘compare all’ link – more on that in the Scores Breakdown manual.
- Basic view of the company’s scoring in different categories like ‘Growth’ or ‘Value’. The higher the score, the more attractive the company is related to its category. These categories are pre-configured by us, but you can change them as you wish under the Configure tab in your Scoring Model. The blue area on the chart belongs to your company; the grey area represents the median scores of its main competitors. This allows you to quickly compare your company against its sector benchmark.
- Number-based total score and fractional scores of your company in different categories.
- Visualisation of the historical scores of your company over a more extended period of time. You can use this feature to understand better what score is a good one and what score is a bad one for a particular company over a longer period. It’s important because each company has a slightly different characteristic attached to it. To put it simply – different numbers often mean different things for different companies, so it’s good to know what to expect from your stock.
- If you like the company, you can click the plus button, and add the company to your database, so it’s saved on your list and taken into consideration when calculating scores in the Scoring Model or when doing backtests.
- You can go directly to one of the chart views here or set up an alert in case you want to be notified if something changes in the company scoring – more on that in the Alerts manual.
Watch the video to see how it works in real life
The video will be available soon.