Getting started- a quick guide

Once you have logged in, start typing the company name in the search box, click on it when it appears.

SUMMARY

You will land on the Summary tab. It contains a basic price chart, financial ratio charts, financial highlights, and their long-run averages. You will also find our proprietary Return on Cash Generating Assets and Growth in Total Cash Generating Assets.

At the bottom of the page, multiple financial ratio charts are available.

VALUATION

Our valuation engine is driven using the concepts of Cash Flow Return on Investment. You will first have to model the company by defining the parameters, cyclicality, strength of the business, and the life cycle stage. Enter 4 years of forecasts and click on the calculate button.

Your narrative/model can be back-tested over 15 years. With a high correlation between the share price range and your derived valuation, you can be more confident in using that narrative/model to forecast forward.

The example above is showing a high correlation over the last eight years.

You can save multiple scenarios to retrieve next time you look at this company.

CHARTS & RATIOS

With over one hundred calculated ratios and 15yrs history, you can draw up to four large charts and eight small charts. This page is customisable and you can save multiple pages.

FINANCIALS

This consists of a wall of data, with over 150 individual fundamental data items spanning over 15 years.

SCREENS

500+ fundamental data items to choose from.

Sample screen:

Aim: Companies with increasing revenues, not compromising on margins and profitability, undervalued compared to history.

Conditions set: “Revenue 3yr CAGE Greater Than: Revenue 10yr CAGR”, “3yr average PE < than 10yr average PE”, ….

WATCHLIST

You can create and add companies to a watchlist either directly from the company’s homepage or the watchlist section. Again, you have over 500 fundamental data items to chose from. Each watchlist can display up to 10 data items.