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Calculation 
Abs_Perf_Year Abs_Perf_2Year Abs_Perf_3Year Abs_Perf_4Year Abs_Perf_5Year Abs_Perf_10Year Abs_Perf_Month Abs_Perf_3Month Abs_Perf_6Month 
Actual
future absolute Performance of a share one, three or six months or over one,
two, three, four, five or ten years relative to the backtest
date selected. This is only used for back testing purposes when the date is
not set to “CURRENT” in the Share Selection Screen. 
APY=((PY  P) / P) x 100 APY = Absolute Performance over x year P =
Price at selected date PY = Price
x year in the future from
selected date 
AS_Month AS_3Month AS_6Month AS_9Month AS_Year AS_2Year AS_3Year AS_4Year AS_5Year 
Absolute
Strength (i.e. price change) of the share over one month, 3 months, 6 months
and 9 months, one year, 2 years, 3 years, 4 years and 5 years. 
ASY=((P  PY) / PY) x 100 ASY =Absolute Strength over 1 Year P
=Current Price PY =Price
one year ago 
Beta 
Beta
:
A measure of the risk arising from exposure to general market movements as
opposed to idiosyncratic factors. It is measured over one year. The Beta of
the market (in this case the FTSE100) will be 1. 
(Volatility *
Correlation of the share with FTSE100) / Volatility of FTSE100 
Buy_Back_Yield 
If
the number of Shares has been reduced i.e. a share buy back , this show the
number represented as a percentage. 
100 x (LastNumberShares  NumberShares)
/ NumberShares 
CashFlow_EPS_Ratio 
Ratio
of Net Cash Flow to Net Profit. It is a good sign if the ratio of Net Cash
Flow to Earnings is consistently above 1. 
Net Cash Flow /
Net Profit 
Cashflow_EPS_Avg_3Yr Cashflow_EPS_Avg_5Yr Cashflow_EPS_Avg_10Yr 
Ratio
of Net Cash Flow to Net Profit, averaged over several years. It is a good
sign if the ratio of Net Cash Flow to Earnings is consistently above 1. 
Average Net Cash Flow / Average Net
Profit 
CashFlow_Growth_Historic CashFlow_Growth_3Yr CashFlow_Growth_5Yr CashFlow_Growth_10Yr 
Growth
in Net Cash Flow. A good investment
normally has good cash flow, though it can be a volatile measure. 
(Net Cashflow – Previous Net Cashflow)
x100 / Previous Net Cashflow 
Coppock_Value_Month 
The
value of the Coppock signal one month ago. 

Country 
Either
the country of origin of a company or the country of listing. Some investors
prefer to avoid shares from certain countries, due to their perceived lower standards
of corporate governance. Many UK companies are listed in tax havens such as
the Channel Islands. 

Current_Ratio 
Ratio
of Current Assets to Current Liabilities. Current Assets are as Cash +
Debtors + Stock + Other Current Assets. A ratio of two or more is a sign of
financial strength. A ratio of under 1.2 can be a
sign of weakness. 
Current Assets
/ Creditors Short 
Coppock_State 
Whether
the Coppock indicator is in a WAIT or HOLD state. 

Div_Cover Div_Cover_Historic Div_Cover_Projected Div_Cover_Rolling Div_Cover_Projected2 Div_Cover_Rolling2 
Ratio
of Adjusted EPS to Dividend Per Share. Shows how sustainable a Dividend is. A
Dividend Cover of less than 1.5 may indicate a danger of a dividend cut
unless it is in a very stable industry such as a Utility. Above 2 is regarded
as healthy. 
Adjusted EPS /
Dividend Per Share 
Div_Growth_Projected Div_Growth_Historic Div_Growth_3Yr Div_Growth_5Yr Div_Growth_10Yr 
Dividend
Growth as a Percentage. A steady dividend growth shows the Directors’
confidence in the state of the business. 
Div Per Share –
Previous Div Per Share x 100/ Previous Div Per Share 
Earnings_Surprise 
Percentage
difference between actual and forecast EPS for the last Finals. 
100 x ( Diluted
Adjusted EPS – Forecast EPS)/ Forecast EPS 
Earnings_Quality 
The
ratio of the Basic EPS to the Adjusted EPS. This shows how much of the EPS has
been adjusted for Exceptional and Goodwill. Ideally the ratio should be 1. 
Basic EPS /
Adjusted EPS 
Earnings_Yield 
Earnings
before Interest and Tax (EBIT) to Enterprise Value (EV) ratio. EV is Market
Capitalisation + Net Debt. Used in Joel Greenblatt’s
method in "The Little Book that Beats the Market". 
Profit Before
Tax + Interest /(Market Cap + Net Debt + Preferred + Minorities) 
Enterprise_Value 
EV
is Total Market Capitalisation + Net Debt. Note that this is adjusted to take
account of multiple classes of shares. 
Total Market
Cap + Net Debt + Preferred + Minorities 
EV_Sales 
Enterprise
Value (EV) to Sales ratio. EV is Market Capitalisation + Net Debt. EV/Sales is similar to PSR but takes account of the fact that to buy
a company you would also have to take on its debt. 
(Market Cap +
Net Debt + Preferred + Minorities) / Turnover 
EV_EBITDA 
Often
used to value loss making companies. 
(Market Cap +
Net Debt + Preferred + Minorities) / Profit Before Tax – Interest Exceptionals + Depreciation 
EV_FCF 
Enterprise
Value (EV) to Free Cash Flow. Compares the total valuation of the company
with its ability to generate cashflow. 
(Market Cap +
Net Debt + Preferred + Minorities) / (Net Cash Flow
– Capex) 
EPS_Growth EPS_Growth_Projected EPS_Growth_Projected2 EPS_Growth_Historic EPS_Growth_Rolling EPS_Growth_Rolling2 EPS_Growth_3Yr EPS_Growth_5Yr EPS_Growth_10Yr 
EPS
Growth as a Percentage. EPS_Growth shows the
Rolling EPS Growth calculated in a similar way to PER_Rolling.
EPS_Growth_Projected2
and EPS_Growth_Rolling2 are based on 2 Year forecasts. EPS_Growth_3Yr
is the 3 year historic growth. 
((Adjusted EPSPrev EPS) / PrevEPS) x 100 
EPS_Growth_10yr_3yr_Avg 
The
EPS averaged over the last 3 years against the 3 year average EPS 10 years ago.
This method of looking at EPS growth is used by Ben Graham in the Intelligent
Investor. 
(Latest 3 year
Average EPS – 3 Year Average EPS 10 Years ago) / 3 Year Average
EPS 10 Years ago x 100 
Final_Ex_Div_Date 
The
last date that a shareholder is eligible to receive the Final Dividend. 

Forecast_Change_Week Forecast_Change_Month
Forecast_Change_3Month Forecast_Change_6Month Forecast_Change_9Month Forecast_Change_Year Forecast2_Change_Week
Forecast2_Change_Month Forecast2_Change_3Month Forecast2_Change_6Month Forecast2_Change_9Month Forecast2_Change_Year 
Percentage
change in the EPS Forecast over one week, one month and three months, six
months, nine months and year. The Forecast2_xxxx columns show the change of 2
Year forecasts. 
EPS Forecast –
Previous EPS Forecast x 100/ Previous EPS
Forecast 
FTSE_Index 
The
FTSE index of the Share. Either FTSE100, FTSE250, AIM or nothing 

Gearing 
Net
Debt as a Percentage of Net Assets (or Shareholders’ Funds). A gearing of over
100% is regarded as high. If Gearing is negative it denotes Net Cash. If AR
is shown next to Gearing it means it is calculated from the last final result
as no interim net debt can be obtained. If the Gearing shows ““ and the company is not a financial then the net debt
could not be obtained. An approximate value can be derived from Cash +
Debtors – Short Creditors – Long Creditors. 
Net
Debt/(Equity Funds + Preferred Funds) 
Gearing_Debt_Pension 
Net
Debt and Defined Benefit Pension Deficit as a Percentage of Net Assets (or
Shareholders’ Funds). A gearing of over 100% is regarded as high. If Gearing
is negative it denotes Net Cash. This will show companies that at first
glance have a sound balance sheets, but also have
large defined benefit pension deficits that can restict
the comapany’s investment and ability to pay
dividends. 
(Net Debt +
Pension Deficit) /(Equity Funds + Preferred Funds) 
Gearing_Tangible 
Net
Debt as a Percentage of Tangible Net Assets. A gearing of over 100% is
regarded as high. If Tangible Gearing is negative it denotes Net Cash.
Regarded by many Value Investors as the preferred measure of Gearing as it
strips out potentially worthless Intangible Assets such as Goodwill from
Acquisitions. 
Net
Debt/(Equity Funds Intangible Assets + Preferred Funds) 
Genuine_Value 
Ratio of
Enterprise Value (including Pension) / EBit to one
and 2 year growth + dividend yield. This ratio
has been used in several screens in the Investors Chronicle. 
(Market Cap +
Net Debt + Preferred + Minorities+ Pension) / (Profit Before Tax – Interest –
Exceptionals) / (EPS Growth 1
Year + EPS growth 2 year + Historic Div Yield) 
Graham_Gearing 
In
the words of Ben Graham: "I favor this simple
rule: A company should own at least twice what it owes. An easy way to check
on that is to look at the ratio of stockholders' equity to total assets, if
the ratio is at least 50%, the company's financial condition can be
considered sound." 
100 x
(Shareholders FundsMinoritiesPrefs) / (Fixed Assets + Current Assets) 
Graham_Ratio 
A
Ratio used by Ben Graham the famous Value Investor. It is defined as the ratio
of Net Current Assets minus non current liabilities
to the Market Capitalisation. Graham was looking for companies with a ratio
of less than two thirds. Very few shares meet his criteria these days. 
Market
Capitalisation /(Net Current Assets – Creditors Long – Provisions) 
Greenblatt_Ranking 
Shares
are sorted in order of decreasing ROC and given a ranking number. They are
then sorted in order of decreasing Earnings_Yield
and given another ranking number. The two ranking numbers are then added together.
The 10% of shares with the lowest ranking numbers are the most attractive in
the Greenblatt method. 

Gross_Profitability 
Ratio
of Gross Profits To Total Assets. Popularized
by Robert NovyMarx. A high Gross Profitability Ratio is evidence that a company
has sustainable competitive advantages.
Usually used with other Value ratios that are already found to be cheap. 
(Revenue – Cost
Of Sales) / (Current + Non Current Assets) 
Gross_Profit_Margin 
Ratio
of Gross Profit to Turnover. Indicates the profititabity
of the company in the actual selling of goods. The Gross Profit is the
Turnover minus the Cost of Sales. 
(Gross Profit /
Turnover) x 100 
Interest_Cover 
Ratio
of Group Operating Profit to Interest Payments. Shows how easily a company
can support its interest payments. An interest cover of over four would
usually be regarded a reasonably safe. Note that Interest is defined as Group
Interest and does not include subsidiary payments. Operating Profit will
exclude Goodwill Amortisation and Exceptional Items. 
Operating
Profit / Interest 
Interim_Ex_Div_Date 
The
last date that a shareholder is eligible to receive the Interim Dividend. 

Last_Chart_Event 
Show
the latest chart event for a particular share. 

Last_Coppock_Event 
Whether the
last Coppock Event was a BUY or SELL, official or
unofficial. 

Last_Coppock_Event_Date 
Date
of the last Coppock Event. 

Last_Coppock_Value 
The Last
value of the Coppock signal. 

Last_Event_Date 
Date
of the last Chart Event. 

Last_Price_Change 
The
percentage price change over the previous closing
price. 
(Last Price –
Previous Price) x 100 / Previous
Price 
Market_Score 
A score
based on the Value, Quality and Momentum of a share. A value of 1 is the Best,
100 the worst. 

Market_Score_Change Market_Score_Change_Week Market_Score_Change_Month 
Change
in market score over one day, 1 week one month and 3 months. 

Momentum_Score 
A
score based on the share price and forecast momentum of a share. 

Momentum_Score_Change Momentum_Score_Change_Week
Momentum_Score_Change_Month 
Change
in momentum score over one day, 1 week one month and 3 months. 

MScore 
MScore.
A ratio devised by Messod Beneish
to describe the likelyhood of a company
manipulating its earnings. A score greater than 1.78 indicates a strong
likelihood of a firm being a manipulator. 
(6.065 + 0.823
x DSRI + 0.906 x GMI + 0.593 x AQI + 0.717 x SGI + 0.107 x DEPI DSRI = (FinalDebtors / Turnover) / (LastDebtors
/ LastTurnover) GMI = (100 x (OperatingProfit
/ Turnover)) / LastOperMargin AQI = ((FinalFixedAssets
 FinalTangibleAssets) / TotalAssets)
/ ((LastFixedAssets  LastTangibleAssets)
/ LastTotalAssets) SGI = Turnover / LastTurnover DEPI = Depreciation / LastDepreciation 
NAV_Growth_Historic NAV_Growth_3Yr NAV_Growth_5Yr NAV_Growth_10Yr 
Growth
in Net Asset Value. This is particularly
useful for property companies, which are normally valued by their Net Assets.

(NAV – Previous
NAV) x100 / Previous NAV 
NTAV_Growth_Historic NTAV_Growth_3Yr NTAV_Growth_5Yr NTAV_Growth_10Yr 
Growth
in Net Tangible Asset Value ie Net Assets minus
Intangible Assets. This is
particularly useful for property companies, which are normally valued by
their Net Assets. 
(NTAV –
Previous NTAV) x100 / Previous NTAV 
NetDebt_EBITDA 
Ratio
of Net Debt to Earnings Before Tax, Depreciation and Amortisation. This will show how stretched the balance sheet
is. Banks often have covenants that this ratio is not allowed to go above a
certain value. 4 would usually be considered too high, 1.5 would be
comfortable. 
Net Debt / (Profit
Before Tax – Interest Exceptionals + Depreciation) 
NetDebt_MarketCap 
%
Net Debt to to Market Capitalisation. Is positive
if the company has net debt and negative if it has net cash. Useful for
companies with negative shareholders’ funds that will not show a valid
gearing ratio. 
(Net Debt / Market Cap) x 100 
NetDebt_Pension_Marketcap 
%
Net Debt + Defined Benefit Pension Deficit to Market Capitalisation. Is
positive if the company has Net Debt & Pension and negative if it has Net
Cash & Pension. Shows those companies with a large defined benefit
pension scheme deficit and nebt relative to the
size of the company. Note that this shows the balance sheet deficit, not the acturial valuation deficit used to calculate actual
pension payments. This may well be larger. The total assets and liabilities
of the pension fund also need to be examined. 
((Net Debt +
Pension Deficit) / Market Cap) x 100 
Net_Profit_Margin 
Ratio
of Net Profit to Turnover as a percentage. The Net Profit includes
Exceptional Items and Goodwill Amortisation. Compare the Net Profit Margin to
others in the Sector. 
(Net
Profit/Turnover ) x 100 
Operating_Margin 
Ratio
of Operating Profit to Turnover as a percentage. The Operating Profit
excludes Exceptional Items and Goodwill Amortisation. Compare the Operating
Margin to others in the Sector. A decreasing Operating Margin is a potential
sign of problems. 
(Operating
Profit/Turnover ) x 100 
Operating_Margin _3Yr Operating_Margin _5Yr Operating_Margin _10Yr 
Average
Operating Margin over 3 5 and 10 years. 

Oper_Cashflow_Yield 
Percentage
of Operating Cashflow to 
Operating Cash
Flow / EV EV = Marketcap + Prefs + Minorities
+ Net Debt 
PBV 
Price
to Book Value. Ratio of Market Capitalisation to Equity Shareholders’ Funds.
Used by Value Investors to compare the value of a company to its Assets. A
PBV of less than 1 is usually cheap but the quality of the assets (especially
Intangibles such as Goodwill) must be examined. Many Value investors prefer
to use PTBV. 
Market Cap /
Equity Shareholder Funds 
PBV_Hist_Avg_Ratio 
Ratio
of the PBV to the historical average PBV of a company back to 03/2000 
PBV /
Historical Average PBV 
PBV_Sector_Ratio 
Ratio
of the PBV to the PBV of the Sector a company is in. 
PBV / Sector
PBV 
PTBV 
Price
to Tangible Book Value. Ratio of Market Capitalisation to Tangible Equity Shareholders’
Funds. Used by Value Investors to compare the value of a company to its
Assets. A PTBV of less than 1 is usually cheap but examine the quality of the
assets. Cash is the best asset but the value of stocks, property and
machinery can vary widely from their quoted value. 
Market Cap /
(Equity Shareholder Funds – Intangible Assets) 
PCF 
Price
to Cash Flow ratio. Ratio of Market
Cap to Net Cash Flow. In a healthy company the PCF should normally be lower than
the PER. If PCF is consistently higher than PER or is negative, the reasons
should be examined closely. 
Market Cap /
Net Cash Flow 
PCF_Avg_Cashflow_3Yr PCF_Avg_Cashflow_5Yr PCF_Avg_Cashflow_10Yr 
Price
to Cash flow ratio based on several years’ average cash flow per share. Cash
flow can be quite volatile and erratic, so if you are looking for good
sustainable cash flow it makes sense to average over a number of years. 
Price / Average
Cash flow per Share 
PEG PEG_Historic PEG_Projected PEG_Rolling PEG_Projected2 PEG_Rolling2 
Price
Earnings Growth Ratio. Only
calculated for Growth companies with these requirements: Available EPS forecasts. A four year EPS growth record, including
forecasts. No losses in the last five years. Not
a property company A
PEG of less than one indicates a good growth stock candidate. 
PER/ EPS Growth 
Pension_Coverage_Days 
Ratio
of Defined Benefit Pension Deficit to Net Profit + Depreciation expressed in
Days. Shows
the ability of the company to pay back the Pension Deficit out of cash
profits. Less than 180 days is probably not a problem although Pension
Deficits can be quite volatile depending on the size and composition of the
fund. Note that this shows the balance sheet deficit, not the acturial valuation deficit used to calculate actual
pension payments. This may well be larger. The total assets and liabilities
of the pension fund also need to be examined. 
365 x Pension
Deficit / (Net Profit + Depreciation) 
Pension_MktCap 
%
Defined Benefit Pension Deficit to Market Capitalisation. A Deficit shows a
positive, a surplus as negative. Shows those companies with a large defined
benefit pension scheme deficit relative to the size of the company. Note that
this shows the balance sheet deficit, not the acturial
valuation deficit used to calculate actual pension payments. This may well be
larger. The total assets and liabilities of the pension fund also need to be
examined. 
(Pension
Deficit / Market Cap) x 100 
PEG_All 
Price
Earnings Growth Ratio. The
same as PEG but without any growth requirements. 
Rolling PER/
Rolling EPS Growth 
PFCF 
Price
to Free Cash Flow ratio. Ratio of Market
Cap to Net Cash Flow – Capital Expenditure. Positive Free Cash Flow is a good
sign. Free Cash Flow can support dividends or share buy backs. 
Market Cap /
(Net Cash Flow – Capital Expenditure) 
PER 
Price
Earnings Ratio. A PER of over 20 is regarded as relatively expensive, and
under 10 cheap. The PER is based on the Adjusted Diluted Rolling EPS, which
strips out exceptional items, allows for Share Option Dilution and uses both
the historic EPS and Forecast EPS. See PER_Rolling. 
PER_Rolling 
PER_Avg_EPS_3Yr PER_Avg_EPS_5Yr PER_Avg_EPS_10Yr 
PER
based upon the average Earnings per share over several years. Can be useful
for cyclical shares that have erratic earnings. Also some cautious investors
prefer to use average earnings over a long period to make sure earnings power
is really sustainable. 
Price / Average
Earnings per Share 
PER_Basic 
PER_Basic is based on the
Basic (IFRS) EPS
from the last Final Results. 
Price / Basic
EPS 
PER_Projected PER_Historic PER_Projected2 
PER_Historic is based on the
Adjusted Diluted EPS from the last Final Results. PER_Projected
is based to the next forecast EPS. PER_Projected2 is based to the 2 year
forecast EPS. 
Price /Adjusted
EPS (forecast or historic) 
PER_Rolling 
Rolling
Price Earnings Ratio. If both forecast and historic PE ratios are available
then the rolling PER will be based on both, as a ratio of the time passed
since the results year end date. 
Rolling PER =
Price /(((12  Mon)/12) x HistEPS + ((Mon/12) x ForEPS)) Mon = Months
since last Year End Date HistEPS = Historical EPS ForEPS = Forecast EPS Price = Share
Price 
PER_Rolling2 
Rolling
2 Year Price Earnings Ratio. If both forecast and 2 year forecast ratios are available
then the rolling 2 year PER will be
based on both, as a ratio of the time passed since the results year end date.

Rolling PER =
Price /(((12  Mon)/12) x ForEPS + ((Mon/12) x
For2EPS)) Mon = Months
since last Year End Date ForEPS = Forecast EPS For2EPS = Forecast
2 Year EPS Price = Share
Price 
PER_Hist_Avg_Ratio 
Ratio
of the PER to the historical average PER of a company back to 03/2000 
PER /
Historical Average PER 
PER_Sector_Ratio 
Ratio
of the PER to the PER of the Sector a company is in. 
PER / Sector
PER 
Piotroski_Score 
A
scoring system used for measuring the health of low Price to Book companies.
It varies from 0 to 9, 9 being healthiest. Property companies and Financials
are excluded. See: http://boards.fool.co.uk/Message.asp?mid=8523931 for further details. 

Price_High_Yr 
The
Highest Share Price attained in the last 52 week period. 

Price_Low_Yr 
The
Lowest Share Price attained in the last 52 week period. 

Price_NCA 
Price
to Net Current Assets ratio. Net Current assets are the Current Assets
(Stocks, Debtors and Cash) minus the Current Liabilities (less than one year).
A ratio of less than one is extremely cheap. Used by Ben Graham to look for
Bargain Shares. 
Market Cap /
Net Current Assets 
Price_NetDebt 
Price
to Net Debt (or Cash) ratio. Is negative if the company has net debt and
positive if it has net cash. A company priced less than net cash ( i.e. >0 and <1 ) is extremely cheap although the
cash flow should be examined to make sure there is not a high “cash burn”.
Financials may give misleading results as some of the cash may belong to
customers. 
Market Cap /
Net Debt 
Price_NNWC 
Price
to Net Net Working Capital ratio. Net
Net Working capital is defined as : Cash
+ (0.5*Stocks) + (0.75* Debtors)  Total Liabilities. The
adjusted Net Current Assets allows for the fact that stocks and inventory may
not be worth their stated values in any liquidation of assets. Used
by Ben Graham to look for Bargain Shares. 
Market Cap /
NNWC 
Price_Volatility 
An indicator
showing the price volatility over the last year. 
Standard
Deviation of 100 x ln( Price / Last Price) for one year. 
Price_Volatility_2Yr 
An
indicator showing the price volatility over the 2 years. 
Standard
Deviation of 100 x ln( Price / Last Price) for 2 years. 
Profit_Debt 
Ratio of
Net Profit or Loss to Net Cash or Debt. 
Net Profit /
Net Debt 
PSR 
Price
to Sales ( Turnover) Ratio. A low PSR (< 0.5 ) is often used as an indicator of Value. It should be
compared with the average for the sector as some sectors eg
Distributors have naturally low PSRs.
A low PSR and positive Relative Strength is one of the most successful
investment strategies historically. See also EV / Sales. 
Market Cap /
Turnover 
Perf_Month Perf_3Month Perf_6Month 
Actual
future Performance of a share relative to the FTSE 100 over one month, 3
months and 6
months, relative to the backtest date selected.
This is only used for back testing purposes when the date is not set to
“CURRENT” in the Share Selection Screen 
Similar to Perf_Year 
Perf_Year Perf_2Year Perf_3Year Perf_4Year Perf_5Year Perf_10Year 
Actual
future relative Performance of a share relative to the FTSE 100 over one, two,
three. Four, five or ten years relative to the backtest
date selected. This is only used for back testing purposes when the date is
not set to “CURRENT” in the Share Selection Screen. 
APY=(((PY  P) / P)((PFY  PF)/PF)) x 100
/ (PFY / PF) APY = Relative Performance over x Year P =
Price at selected date PY = Price
x year in the future from
selected date PF = Price
of FTSE at selected date PFY = Price of FTSE x year in the future
from selected date 
Price_Fall_High 
% Price
fall from year's high 
PFH = (P – PYH) / PYH x 100 PFH = Price fall from high P =
Price at selected date PYH = Price high in last year 
Price_Increase_Low 
% Price
increase from year's low 
PIL = (P – PYL) / PYL x 100 PIL = Price increase from low P =
Price at selected date PYL = Price low in last year 
Quick_Ratio 
Ratio
of Quick Assets to Current Liabilities. Quick Assets are those that can be disposed
of quickly and are defined as Cash + Debtors but excluding stock and work in
progress. A healthy quick ratio would be above one. 

Quality_Score 
Quality_Score : A score based on
the Quality metrics such as Debt, Margins, ROE and reliability of the
earnings. Also uses the Piotrowski score. A value
of 1 is the Best, 100 the worst. 

Quality_Score_Change Quality_Score_Change_Week Quality_Score_Change_Month 
Change in
quality score over one day, 1 week one month and 3 months. 

Quality_Momentum_Score 
A score
based on the Quality and Momentum of a share. A value of 1 is the Best, 100
the worst. 

ROC 
Return
On Capital. Defined as EBIT (Earnings before Interest and Tax) * 100 / (Net Working
Capital + Tangible Assets) where Net Working Capital is defined as Inventory
+ Receivables + Working Cash  Current Liabilities. Similar to ROCE. Used in
Joel Greenblatt’s method in "The Little Book
that Beats the Market". 
(Profit Before
Tax + Interest) x 100 / (Inventory + Receivables + Working Cash  Current
Liabilities + Tangible Assets) 
ROCE 
Return
On Capital Employed. Percentage of Operating Profit over Total Assets minus
Current Liabilities. Shows how profitable a company is at using its capital.
The Return on Capital should exceed the Cost of Capital. 
(Operating
Profit) / (Fixed Assets + Current Assets – Current Liabilities) x 100 
ROCE_3Yr ROCE_5Yr ROCE_10Yr 
Average
Return On Capital Employed over 3, 5 and 10 years. 

ROE 
Return
On Equity. The percentage Profitability of a company compared to its capital
base. Some sectors naturally have a
higher ROE than others due to their lower requirements for plant and
machinery etc. 
(Net Profit  Exceptionals) / (Shareholder Funds + Prefs)
x 100 
ROE_3Yr ROE_5Yr ROE_10Yr 
Average
Return On Equity over 3, 5 and 10 years. 

ROIC 
Return
on Invested Capital. Defined as Earnings Before Interest and Tax divided by
Net assets plus Net Debt. 
(Earning Before Interest
and Tax ) / (NAV + Net Debt) x 100 
ROTA 
Return
on Total Assets. Defined as Earnings Before Interest and Tax divided by the
average Total Assets in the last year, shown as a percentage. Total assets
are the sum of Fixed Assets and Current Assets. It
is a measure of the profitability of the business, irrespective of how it is
financed or taxed. 
(ProfitBeforeTax –
Interest) / ((Beginning of
year Total Assets + End of year Total Assets) / 2) x 100 
RS_Month RS_3Month RS_6Month RS_9Month 
Relative
Strength of the share price compared to the FTSE 100 over one month, 3
months, 6 months and 9 months. 
Similar to RS_Year 
RS_Year RS_2Year RS_3Year RS_4Year RS_5Year 
Relative
Strength of the share price compared to the FTSE 100 over one year, 2 years,
3 years, 4 years and 5 years. 
RSY=(((P  PY) / PY)((PF  PFY)/PFY)) x 100 / (PF / PFY) RSY =Relative Strength over 1 Year P
=Current Price PY =Price
one year ago PF
=Current Price of FTSE PFY =Price
of FTSE one year ago 
Sector 
The
type of business of a company. The value shown is the main sector 

Skewness 
A
measure of the asymmetry of the price distribution of a share about its mean.
Calculated over one year. Positive skewness is most
attractive in that it is like a lottery payoff. Therefore, there should be a
premium for negative skewness, as people overpay for
positively skewed stocks. 
(Price
differences from mean / Standard Deviation of Prices ) ^3 x N / (N 1) x (N
2) N= Number of
prices 
Sub_Sector 
The
detailed type of business of a company. For example a gold miner would have a
sector of MINING and a Sub Sector of GOLD MINING. 

Tangible_Equity_Ratio 
The
ratio of Net Tangible assets over total assets. 
NTAV / (Fixed
Assets + Current Assets) 
Total_Perf_Year Total_Perf_2Year Total_Perf_3Year Total_Perf_4Year Total_Perf_5Year Total_Perf_10Year 
Total
future absolute Performance of a share one, three or six months or over one,
two, three, four, five or ten years relative to the backtest
date selected. This is only used for back testing purposes when the date is
not set to “CURRENT” in the Share Selection Screen. The
performance includes any dividends or special dividends so showing the full
returns to the Shareholder over the time period. 
TPY=((PY + Dividends + Special Dividends  P) / P)
x 100 TPY = Absolute Performance x years. P =
Price at selected date PY = Price
x years in the future from
selected date 
Turnover_Growth_Historic Turnover_Growth_3Yr Turnover_Growth_5Yr Turnover_Growth_10Yr 
Growth
in Turnover (or Sales). Also known as top line growth. Helps to identify true
growth companies, rather than growth in EPS from, for example, cost cutting
or share buy backs. 
(Turnover –
Previous Turnover) x100 / Previous Turnover 
Value_Score 
A score
based on the fundemental ratios such as Yield, PER,
PSR and PTBV. A value of 1 is the Best, 100 the worst. 

Value_Score_Change Value_Score_Change_Week Value_Score_Change_Month 
Change in
value score over one day, 1 week one month and 3 months. 

Value_Momentum_Score 
A score
based on the Value and Momentum of a share. A value of 1 is the Best, 100 the
worst. 

Value_Quality_Score 
A score
based on the Value and Quality of a share. A value of 1 is the Best, 100 the
worst. 

Volatility_Score 
A score
based on the Volatility and Skewness of a share. A
value of 1 is the Lowest, 100 the highest. Academic studies have shown that
lower volatility shares outperform. 

Year_End_Date 
The
date of the financial year end. 

Yield 
Dividend
Yield as a Percentage. The Yield is based on Rolling Dividend Yield. See Yield_Rolling. 
Yield_Rolling 
Yield_Historic Yield_Projected Yield_Projected2 
Dividend
Yield as a Percentage. Yield_Historic is based on the Dividend from the
last Final Results. Yield_Projected is based to the
next forecast Dividend. Yield_Projected2 is based to the forecast Dividend in
2 Years Time. 
(Dividend Per
Share/Price Per Share) * 100 
Yield_Rolling Yield_Rolling2 
Rolling
Percentage Dividend Yield. If both forecast and historic dividend per share
(DPS) are available then the rolling Yield will be based on both, as a ratio
of the time passed since the results year end date. Yield_Rolling2
is calculated in a similar way but using the 2 year forecast and the next
results forecast. 
Rolling Yield =
100 * (((12  Mon)/12) x HistDPS + ((Mon/12) x ForDPS)) / Price Mon = Months
since last Year End Date HistDPS = Historical Div Per Share ForDPS = Forecast Div Per Share Price = Share
Price 
Years_of_EPS_Growth Years_of_Div_Growth Years_of_Turnover_Growth Years_of_Cashflow_Growth 
The
number of successive years of growth in EPS, Dividends, Turnover and Cash
Flow. This will show up shares with great stability of growth. 

Zscore 
ZScore. A
ratio devised by Robert Altman to describe the financial health of a company,
and its likelihood of financial distress. A ZScore of over 3 is very healthy
but less than 1.8 could be a problem. It is worth looking a the Z Score over a
number of years. If the Z Score is falling towards 1.8 then it is a good sell
signal. ZScore works best with manufacturing companies, but not at all with
financials and property companies. 
ZScore =
1.2(WC/TA) + 1.4(RA/TA) + 3.3(EBIT/TA) + 0.6(MC/TL) + 1.0(S/TA) TA = Total Assets TL = Total Liabilities WC = Working Capital RE = Retained Earnings (Profit & Loss) EBIT = Earnings before Interest and Tax S = Sales MC = Market Cap 