SP Report: In-depth Stock Information

The Executive Summary is a 4 page report that you can Print or Send by Email to customers. It provides complete metrics and indicators used in the calculation of EVA and other relevant decision-making data. 

EPS (Diluted) and Price Trailing 12 Months

• Visualize 5 years of trailing 12-monhs' EPS

EPS (Diluted) and Price Quarterly

• Visualize 5 years of trailing 12-monhs' EPS

Selected Income Statement Items

• Sales, Cost of Goods Sold, R&D, Operating Profit, Net Income, Dividends, EPS, EPS - Diluted and Common Shares

Selected Balance Sheet and Cash Flow Items

• Current Assets, Other Assets, Current Liabilities, Total Liabilities, Common Equity, and Free Cash Flow.

Analysis

• Capital, Return on Capital, Performance Index, EVA / Capital, EVA per Share and Change in EVA per Share

Economic Value Added (EVA)

• NOPAT - Capital Charge = EVA Change in EVA

Net Operating Profit After Tax (NOPAT)

• Operating Profit + Adjustments - Income Tax = NOPAT

Performance

• Market Value-Added (MVA), Total Market Value - Invested Capital = MVA % Market Value
• Future Growth Value (FGV) Total Market Value - COV = FGV % Market Value

Valuation

• Future EVA + Capital (Adj. Mid-Year) = Total IV
• Total IV - Long Term Debt - Other Liabilities = IV of Equity
• Share Price
• Price / Intrinsic Value

Current Operating Value (COV)

• NOPAT ÷ Cost of Capital = COV % Market Value

The Price-to-Intrinsic Value ratio shows if the stock is fairly, over or under-valued and the traction of IV over the share price. Comparing a company's intrinsic value with its stock price can indicate if the price is right while sustainability indicates if the timing to buy is the right one. Moreover, looking at stock price tracking compared to a company's intrinsic value can indicate if the stock price has responded well to a change in the IV over the years.