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Financials

Financial Statement Indicator by zdmreKnowing how to work with the datas in a company's financial statements is an essential skill for stock investors. The meaningful interpretation and analysis of balance sheets, income statements, and cash flow statements to discern a company's investment qualities is the basis for smart investment choices. You can access to the financials tables of the companies as a summary with this indicator. 3 Tables; Income Statement Table: Revenue Net Profit EPS EPS-D P/E Balance Sheet Table: Current Asset Total Asset Total Equity Book Value per Share Total Debt Debt/Equity Statistics & Cash Flow Table: Return On Equity Return On Asset Return On Invested Capital Quick Ratio Free Cash Flow
Editors' picks
Pine Script™ indicator
by zdmre
25
Financials Index ComboFinancials Index Combo includes 2 languages Vietnamese and English: Note the abbreviations: Rev: Total revenue (Diluted EPS) Gross: Gross profit OI: Operating Income C: Deferred Income, Current N: Deferred Income, Non-Current INV: Total inventories (Inventory turnover) TAS: Total assets (Asset turnover) Ev/Ed: Enterprise value to EBITDA ratio ROIC: Return on invested capital ROA: Return on assets ROE: Return on equity TA: Return on tangible assets TE: Return on tangible equity G: Sustainable growth rate FCO: Cash From Operating Activities FCF: Free Cash Flow D: Debt to equity ratio L: Long term debt to total assets ratio E: Debt to EBITDA ratio M: Current ratio S: Sloan ratio -10 -> 10 --> safe zone H: Fulmer H <0 --> struggling with its finances >0 --> stable condition F_score: Piotroski F-score 0 - 9 TCA: Total Current Assets Rev/TCA: Total revenue to Total Current Assets ratio Graham: Graham's number NCAVPS: Net current asset value per share Convert to billions: Real Time Table: Quarterly or annual financial statements Financials Index For Bank:
Pine Script™ indicator
by thiendongminZ
4
Financial Intelligent Eval [Fundamental] (MYTRIC)█ OVERVIEW Financial Algorithm is a system to quickly understanding company fundamental, and judge the company type based on their financial condition. All evaluation from the system is the result of combination with Balancing Calculation and Company Historical Financial Data(Financial Report) by using over than 30 financial ratios. This indicator are classified into 5 level (Very Weak, Weak, Moderate, Good, Excellent) Advantages of Financial Algorithm  • By combining and calculating company's latest 4 quarterly report, provide rating to help investor quickly know about company's fundamentals and financial performance.  • Able to identify company have what kind of strength, weakness, chance and threat. For instance, according to current economic situation, is it an advantages or a threat for a company, investor can identify it via Financial Algorithm.  • Able to identify which company have better business management by keep following the company rating, observe the improvement level of company's. Application *When notice there are not improvement on a company's fundamentals or financial performance which is profitable without further developing, it usually reveals the lack of management capability to generate more value, company unable to fully utilise its profit, reinvest and expanding its business to become more competitive. Sometimes this kind of company may be suspected accounting fraud. █ BENEFITS  • Avoid investing in companies suspected of financial fraud.  • To quickly understanding company's fundamental and financial structure.  • Able to analyze whether the company build profit after it is used to optimize the company's internal █ FEATURES You can configure the following attributes of the display:  • Table position on your chart.  • The size and colour of text.  • Language between English and Chinese.  • Rating bar chart colour.  • On / Off Statement Review Helper Function  • On / Off 3 Years Evaluation Function  • On / Off Basic Information  • Full descriptions of each evaluation and content are included in the settings █ LIMITATIONS  • When changing the indicator's inputs, allow around 20 seconds calculation for the change to be reflected in the display.  • This system only able to evaluate non-financial industry.  • This system is based on company's historical financial report data to generate the results and rating, it does not includes prediction from any external factor. (External Factor: Business Model, Business Distribution & Geography, Corporate Structure, Competitor and Peer company's, Prospect, Costing Breakdown, Disaster and etc)  • Any results calculated by this system all is based on data provided by Tradingview, Data may have some tolerance, we recommend that users pay attention to the official quarterly/annual report. █ FINANCIALS INTELLIGENT ALGORITHM FUNCTION This lists all combination calculate financials. 01. Total Revenue 02. Earnings before interest and tax 03. Net Income 04. Property, Plant, and Equipment 05. Total Receivables 06. Cash and short-term Investments 07. Cash & Cash equivalents 08. Total Liability 09. Working Capital 10. Total Debt 11. Total Equity 12. Retained Earnings 13. Total Asset 14. Cash From Operating Activities 15. Income before extraordinary items 16. Total depreciation and amortization 17. Free Cash Flow 18. Altman Z-score 19. Cash to Debt Ratio 20. Current Ratio 21. Debt to Assets Ratio 22. Debt to Equity ratio 23. EBITDA Margin 24. Free Cash Flow Margin 25. Grahams Number 26. Net Margin 27. Price Book Ratio 28. Piotroski-F Score 29. Quick Ratio 30. Return on Assets 31. Return on Equity 32. Return on Invested Capital 33. Float Shares Outstanding 34. Total Common Shares Outstanding 35. Cash to Revenue 36. Cash to Market Capital 37. Cash to Debt 38. Receivable Turnover 39. Quality of Earning 40. Market Capital 8 financial evaluation : 3 years financial evaluation tracking : Statement Review Helper : █ HOW TO MAKE THE RIGHT INVESMENT OR TREND TRADING DECISION BASED ON OUR EVALUATION Avoid mid/long term invest in companies with poor financial evaluation, only suite for trend trading. The below following assessments need to be focused.  • Comprehensive rating is poor or below.  • Quality of Earning is very poor or below.  • Receivability is very poor or below (Total Receivable is too high)  • Before : Poor Financial Strength with revenue growth  • After : The price dropped by about -80% within 2 months ███████████████████████████████████████████████████████████████████████████████████████████  • Before : Poor Financial Strength with revenue growth  • After : The price dropped by about -90% within 1 year ███████████████████████████████████████████████████████████████████████████████████████████  • Before : Excellent Financial Strength  • After : Steady growth Steady growth  • Conclusion : Do not judge it as a good company just because it has continuous income. When we analyze the company's financial report, we should not only look at the company's revenue, we should pay more attention to the company's finances and weaknesses. Only companies with strong financial strength that can expand their business in a stable manner. Disclaimer : *The following conclusion are purely based on my personal opinions and views, it’s only for study and research, without any trading and investment advice.
Pine Script™ indicator
by MYTRIC
Silen's Financials Debt & EquityThis Script shows Debt (red) & Equity (green), as well as Total Equity and Net Income in a preformatted way for a symbol. Total revenue's and Net income's visibility is turned off by default and can be activated in the indicator settings. 🍳 Disclaimer: Any content in this script can be completely replicated by using Tradingview's Build-In Financial Indicators: Total debt, Total equity, Net income and Total revenue. It requires a lot of formatting work to get them to this state though. 👌 However, you are going to need 4 Financial Indicators clogging 🚽 your screen. With this indicator you have them preformatted as an overlay on your chart so you know exactly what's going on with your ticker's financials. 💰 I recommend only using Debt & Equity OR Total Equity & Net Income together. Although displaying all 4 indicators together is possible, it will make your chart quite messy. This is how the indicator looks like for Total equity and Net Income: This Script (2) is part of a Series that will contain 3 scripts to help you easily evaluate if a stock is trading in harmony with its fundamentals or not. ☯ Script 1 already exists: Script 3 will be a Fair Value Indicator. 📣 Script 1 and 2 combined will look like this: 🌄 If you have any questions, let me know! 🙂
Pine Script™ indicator
by The_Silen
9
MathFinancialAbsoluteRiskMeasuresLibrary "MathFinancialAbsoluteRiskMeasures" Financial Absolute Risk Measures. gain_stdev(sample) Standard deviation of gains in a data sample. Parameters: sample : float array, data sample. Returns: float. loss_stdev(sample) Standard deviation of losses in a data sample. Parameters: sample : float array, data sample. Returns: float. downside_stdev(sample, minimal_acceptable_return) Downside standard deviation in a data sample. Parameters: sample : float array, data sample. minimal_acceptable_return : float, minimum gain value. Returns: float. semi_stdev(sample) Standard deviation of less than average returns in a data sample. Parameters: sample : float array, data sample. Returns: float. gain_loss_ratio(sample) ratio of average gains of average losses in a data sample. Parameters: sample : float array, data sample. Returns: float. compound_risk_score(source, length) Compound Risk Score Parameters: source : float, input data, default=close. length : int, period of observation, default=12) Returns: float.
Pine Script™ library
by RicardoSantos
2
Silen's Financials P/E & P/S[x10] RatesThis script aims to give a better visualization of P/E and P/S rates compared to the build-in "Price to earnings ratio" and "Price to sales ratio" in the "Financials" Section of Tradingview. For those of you don't know, those rates compare earnings and sales with your share price in regard to market cap and outstanding shares. The scripts differs to the build-in versions in the following points: - P/E & P/S rates are combined in one indicator - Negative P/E rates are displayed better: Positive P/E rates are green, Negative P/E rates are red - For visualization reasons, the indicator will cap positive and negative P/E rates at 100. (P/E rates above those levels are not siginificant either way) - P/E & P/S rate are directly displayed on the graph - Both P/E and P/S rates are combined on one left scale - For visualization reasons, P/S rate is showing 10x the actual P/S rate. Using the standard P/S rate would result in hard-to-recognize changes of the P/S line. To sum up: - Positive P/E rates are green - Negative P/E rate are red - P/S rates are multiplied by 1 0 - P/S rates are yellow How to use P/E and P/S rates: The US market average for P/E rates is roughly ~18 in the US right now (10/2022) while the market average for P/S rates is roughly ~3 in the US. Note that average P/E and P/S can change when the market situation changes. P/E and P/S rates help you value your stock better and help you decide whether your stock is undervalued or overvalued compared to the market or the industry when it comes to earnings and sales. If you compare to Market averages, a positive P/E of less than 18 means that your stock is likely unvervalued. A P/S rate below 3 (30 in the chart!) means that your stock is likely undervalued as well. If your stock shows rates above those, it is likely that it is overvalued compared to market averages. Please note that P/E and P/S rates are not the only factors that make up a stock valuation. Valuations are complex and subjective. A positive P/E rate also means that your company is profitable. A Negative P/E rate means that your company is unprofitable. If you have any questions or feedback let me know! Disclaimer: This script doesn't show the actual P/S rate. It shows the P/S rate multiplied by 10, due to visualization issues. Positive P/E Rates above 100 are displayed as 100. Positive P/E rates are green, Negative P/E rates are red and multiplied by -1. Disclaimer2: @Tradingview_Team: I couldn't find the right category for this script but categories are mandatory. I assume that "Breadth Indicators" is still the closest there is. Please let me know if you want me to change the category. Disclaimer3: For visualization, the opacity of the displayed image is 70%. The standard opacity for the P/E and P/S lines is 50% and can be changed in the indicator settings. I found this setting more useful when working together with other indicators on the same chart Disclaimer4: Earnings Per Share, Total Revenue used are TTM. Total Shares Outstanding used are FQ.
Pine Script™ indicator
by The_Silen
10
Financial Label 5 Magic Numbers, C, A & S (for CANSLIM) in 1 label. This label shows: 1. Latest Quarter Earnings (QR) 2. Annual Earnings (AR) 3. Total Share Outstanding 4. Market Capital 5. Floating Shares 6. Earning per Share (EPS) 7. Price per Earning Ratio (P/E Ratio @ PER) 8. Return On Equity (ROE) 9. Fair Value (FV) 10. Non Tangible Asset (NTA) This label will show the data only on charts that have financial data only. Warrants, futures, crypto, etc. will not have any display on this label. Suitable for all markets including US, Asia, Europe and others. Thus, no currency symbol ($,¥,€, RM, etc.) will be displayed, only numbers. Green label means EPS is positive - profitable company. Red label means EPS is negative - loss making company. Note: 1. The values might be a little bit different from official data, due to type of data taken & calculations, as we have a few formulas for each data. 2. Please confirm more accurate data from your trusted and official source of data.
Pine Script™ indicator
by JyuBei
10
Financials on Chart█  OVERVIEW This indicator displays your choice of up to 9 fundamentals on your chart. █  FEATURES You can configure the following attributes of the display:  • Its position on your chart.  • Automatic or custom height and width of rows.  • The size and color of text.  • The default background color (you can override it with a custom color for individual values).  • Conversion of values expressed in USD to one of the major currencies. Financials are normally expressed in quote currency.      Conversion to other currencies is only done when the symbol's quote currency is USD.  • Choose if the currency used for the financials is displayed. Note that some financials are calculated values that are not expressed in currency units.   No currency will be displayed for these values.  • Abbreviate large values. For each value, you may:  • Pick one of the 222 financials available in Pine, or one of five values calculated from the financials (Market Cap, Earnings​ Yield​, P/B Ratio, P/E Ratio​ and Price-To-Sales Ratio).  • Choose a period (see the "i" icon near the first value's fields in the script's inputs for a list of exceptions).  • Specify the value's precision.  • Change the legend displayed with the value.  • Adjust the text's size.  • Use a custom background. █  LIMITATIONS When changing the indicator's inputs, allow a few seconds for the change to be reflected in the display. If your chart displays a symbol for which the configured financials cannot be fetched, an error will occur. Not all periods are available for all fundamentals or for all markets. What financial data is available in Pine? will give you an overview of the available periods for each value. The page also contains the formulas used for the five values we calculate from the financials. This page shows the typical reporting frequency for different countries . █  FINANCIALS See What is Financial Data? and Why does Financial Data differ from other sources? for more information on the data used by this indicator. This lists all the financials. Clicking on one will bring up more information about it: CALCULATED   Market Capitalization   Earnings Yield   Price Book Ratio   Price Earnings Ratio   Price-To-Sales Ratio INCOME STATEMENTS   After tax other income/expense   Average basic shares outstanding   Other COGS   Cost of goods   Deprecation and amortization   Diluted net income available to common stockholders   Diluted shares outstanding   Dilution adjustment   Discontinued operations   Basic EPS   Diluted EPS   EBIT   EBITDA   Equity in earnings   Gross profit   Taxes   Interest capitalized   Interest expense on debt   Non-controlling/minority interest   Net income before discontinued operations   Net income   Non-operating income, excl. interest expenses   Interest expense, net of interest capitalized   Non-operating interest income   Operating income   Operating expenses (excl. COGS)   Miscellaneous non-operating expense   Other operating expenses, total   Preferred dividends   Pretax equity in earnings   Pretax income   Research & development   Selling/general/admin expenses, other   Selling/general/admin expenses, total   Non-operating income, total   Total operating expenses   Total revenue   Unusual income/expense BALANCE​ SHEET​   Accounts payable   Accounts receivable - trade, net   Accrued payroll   Accumulated depreciation, total   Additional paid-in capital/Capital surplus   Tangible book value per share   Book value per share   Capitalized lease obligations   Capital and operating lease obligations   Cash & equivalents   Cash and short term investments   Common equity, total   Common stock par/Carrying value   Current portion of LT debt and capital leases   Deferred income, current   Deferred income, non-current   Deferred tax assets   Deferred tax liabilities   Dividends payable   Goodwill, net   Income tax payable   Net intangible assets   Inventories - finished goods   Inventories - progress payments & other   Inventories - raw materials   Inventories - work in progress   Investments in unconsolidated subsidiaries   Long term debt excl. lease liabilities   Long term debt   Long term investments   Note receivable - long term   Other long term assets, total   Minority interest   Notes payable   Operating lease liabilities   Other common equity   Other current assets, total   Other current liabilities   Other intangibles, net   Other investments   Other liabilities, total   Other receivables   Other short term debt   Paid in capital   Gross property/plant/equipment   Net property/plant/equipment   Preferred stock, carrying value   Prepaid expenses   Provision for risks & charge   Retained earnings   Short term debt excl. current portion of LT debt   Short term debt   Short term investments   Shareholders' equity   Total assets   Total current assets   Total current liabilities   Total debt   Total equity   Total inventory   Total liabilities   Total liabilities & shareholders' equities   Total non-current assets   Total non-current liabilities   Total receivables, net   Treasury stock - common CASHFLOW​   Amortization   Capital expenditures - fixed assets   Capital expenditures   Capital expenditures - other assets   Cash from financing activities   Cash from investing activities   Cash from operating activities   Deferred taxes (cash flow)   Depreciation & amortization (cash flow)   Change in accounts payable   Change in accounts receivable   Change in accrued expenses   Change in inventories   Change in other assets/liabilities   Change in taxes payable   Changes in working capital   Common dividends paid   Depreciation/depletion   Free cash flow   Funds from operations   Issuance/retirement of debt, net   Issuance/retirement of long term debt   Issuance/retirement of other debt   Issuance/retirement of short term debt   Issuance/retirement of stock, net   Net income (cash flow)   Non-cash items   Other financing cash flow items, total   Financing activities - other sources   Financing activities - other uses   Other investing cash flow items, total   Investing activities - other sources   Investing activities - other uses   Preferred dividends paid   Purchase/acquisition of business   Purchase of investments   Repurchase of common & preferred stock   Purchase/sale of business, net   Purchase/sale of investments, net   Reduction of long term debt   Sale of common & preferred stock   Sale of fixed assets & businesses   Sale/maturity of investments   Issuance of long term debt   Total cash dividends paid STATISTICS   Accruals   Altman Z-score   Asset turnover   Beneish M-score   Buyback yield %   Cash conversion cycle   Cash to debt ratio   COGS to revenue ratio   Current ratio   Days sales outstanding   Days inventory   Days payable   Debt to assets ratio   Debt to EBITDA ratio   Debt to equity ratio   Debt to revenue ratio   Dividend payout ratio %   Dividend yield %   Dividends per share - common stock primary issue   EPS estimates   EPS basic one year growth   EPS diluted one year growth   EBITDA margin %   Effective interest rate on debt %   Enterprise value to EBITDA ratio   Enterprise value   Equity to assets ratio   Enterprise value to EBIT ratio   Enterprise value to revenue ratio   Float shares outstanding   Free cash flow margin %   Fulmer H factor   Goodwill to assets ratio   Graham's number   Gross margin %   Gross profit to assets ratio   Interest coverage   Inventory to revenue ratio   Inventory turnover   KZ index   Long term debt to total assets ratio   Net current asset value per share   Net income per employee   Net margin %   Number of employees   Operating earnings yield %   Operating margin %   PEG ratio   Piotroski F-score   Price earnings ratio forward   Price sales ratio forward   Price to free cash flow ratio   Price to tangible book ratio   Quality ratio   Quick ratio   Research & development to revenue ratio   Return on assets %   Return on equity adjusted to book value %   Return on equity %   Return on invested capital %   Return on tangible assets %   Return on tangible equity %   Revenue one year growth   Revenue per employee   Revenue estimates   Shares buyback ratio %   Sloan ratio %   Springate score   Sustainable growth rate   Tangible common equity ratio   Tobin's Q (approximate)   Total common shares outstanding   Zmijewski score █  NOTES This script uses the Pine financial() function to fetch the values it displays. Look first. Then leap.
Editors' picks
Pine Script™ indicator
by TradingView
47
Quality ScreenAn attempt to show fundamental stats which describes quality of the stock. Following parameters are depicted: SOLVENCY DEBT_TO_EQUITY Very Good : 0 - 1 Good : 1 - 2 High risk : > 2 DEBT_TO_ASSET Very Good : < 0.4 Good : 0.4 - 0.6 High Risk : > 0.6 LONG_TERM_DEBT_TO_ASSETS Very Good : < 0.4 Good : 0.4 - 0.6 High Risk : > 0.6 ALTMAN_Z_SCORE Very good: > 3 Good : 1.8 - 3 High Risk : < 1.8 SPRINGATE_SCORE High Risk : < 0.862 LIQUIDITY CURRENT_RATIO Very Good : 1.2 - 2 Good : 2+ (Too high and Inefficient) High Risk : < 1 QUICK_RATIO Very Good : 1 - 2 Good : 2+ (Too high and Inefficient) High Risk : < 0.9 SLOAN_RATIO Very Good: -10% to +10% Good : -25% to -10% or +10% to +25% High Risk: < -25% or > +25% PROFITABILITY RETURN_ON_ASSETS Healthy : > 5% Great : > 20% RETURN_ON_EQUITY Healthy : 10% Great : > 40% RETURN_ON_INVESTED_CAPITAL Healthy : > 2% Great : > 10%
Editors' picks
Pine Script™ indicator
by Trendoscope
21
Financial Highlights [Fundamentals]█ OVERVIEW This indicator plot basic key financial data to imitate the presentation format of several popular finance site, make it easier for a quick glance of overall company financial health without switching tabs for every single stocks. █ Financial Data Available: - Revenue & PAT (Profit after Tax) - Net Profit Margin (%) - Gross Profit Margin (%) - Earnings Per Share (EPS) - Dividend █ Features: - Toggle between Quarter/Annual Financial Data (Notes: For Dividends, it will always be plotted based on Annual data, at Financial Year ending period) - Options to plot at either at Quarter/Yearly ending period OR Financial Data published date █ Limitation - The accuracy of the data subject to Tradingview's source, but from my observation it's accurate 95% of the time - Recently published data might not be available immediately. e.g. MYX exchange tends to have 1-3 days lag - More information on Tradingview's financial data can be read here -> www.tradingview.com █ Disclaimer Past performance is not an indicator of future results. My opinions and research are my own and do not constitute financial advice in any way whatsoever. Nothing published by me constitutes an investment recommendation, nor should any data or Content published by me be relied upon for any investment/trading activities. I strongly recommends that you perform your own independent research and/or speak with a qualified investment professional before making any financial decisions. Any ideas to further improve this indicator are welcome :)
Pine Script™ indicator
by fareidzulkifli
15
Financial Statement (Annual)This is an advanced tool to analyze the economic and financial health of a company. The tool uses exactly the same data as built-in annual financial metrics by TradingView. Provides better visualization and additional indicators (maximum, minimum, average, median, linear regression ) that greatly simplifies the analysis of financial data. All 222 built-in metrics available Stay cheeki breeki and don't get sick. Good luck!
Pine Script™ indicator
by everget
19
Financial Statement (Quarterly)This is an advanced tool to analyze the economic and financial health of a company. The tool uses exactly the same data as built-in quarterly financial metrics by TradingView. Provides better visualization and additional indicators (maximum, minimum, average, median, linear regression) that greatly simplifies the analysis of financial data. If you have ever used the built-in metrics then you will get what I mean: 214 metrics available except: Dividends payable Notes payable Other short term debt Float shares outstanding KZ index Net income per employee Number of employees Revenue per employee Stay cheeki breeki and don't get sick. Good luck!
Pine Script™ indicator
by everget
27
© Investoz Stock Fundamentals and FinancialsOne thought that I have wanted to implement for long time now, is to transfer quarterly and annual earnings directly into the graph. Maybe this will be useful now when earnings season is on its way. Now it is possible to combine both technical but also fundamental analysis at the same time without leaving your charts. This is nothing fancy , but could be useful. Do not blindly trust that all the numbers are correct, as I am human and make mistakes. If errors are detected, let me know so I can correct it.
Pine Script™ indicator
by Investoz
Intrinsic value calculation Intrinsic value calculator based on Warren Buffet's and Ben Graham's work In value investing determing the true value of a COMPANY instead of a stock price is crucial. This little indicator shows the "Intrinsic value" of the choosen stock meaning the value of the stock in 10 years time. Calculation is based on historical book value's average annual growth rate and dividends paid. Since this is about long therm investing, use monthly charts. "Intrinsic value can be defined simply: It is the discounted value of the cash that can be taken out of a business during its remaining life.” – Warren Buffett One way to calculate that is by the growth in per share book value and dividends taken in the forseeable future (10 years) than discount it with the prevailing 10 year note's rate. In the inputs you have to set 2 variables: 1. How many years back you have the first data for book value per share available? 2. What was the per share book value that year? (Bookvalue is ploted in olive colour and you can get the oldest one if you move your cursor over the latest data on the left) CAUTION! You have to reenter it for every stock you analyse as this is stock-specific data! After setting the input data, you will see the "Intrinsic Value"'s pink curve ploted over the price chart. If the price is well below the pink line, the company is undervalued and can be a possible applicant for long therm investment. Margin of safety: when the current price is 50% below the intrinsic value that means a 10% yearly growth potential (100% growth in 10 years) or a 100% margin of safety. I am a beginer in Pine so please excuse my coding... If anybody knows hot to extract historical data from 15 years ago, please share it with me, so I can automate the whole calculation without inputs necessary.
Pine Script™ indicator
by PeterNagy
24