The securities in FundamentalDataDownloader
are grouped by stock exchanges.
To select the securities that you want to
download, you have to click on an exchange name (e.g. Amex).
Afterwards, you are able to select the securities that should be
downloaded in the “Exchange Information” tab. You have to do
this for all three exchanges that are supported by the program
(AMEX, Nasdaq, NYSE).
Now you can start downloading fundamental
data. To do so, click on the “Download>Start Download” menu. A
dialog will appear that shows you the download status.
Afterwards, the downloaded data will be displayed in the
main window.
Click on the “Key Statistics”, “Analyst
Coverage”, “SEC Reports” or the “Profile” tab to see all the
data that was downloaded.
Keeping stock exchange data
uptodate
From time to time, stocks can be listed or delisted at a stock
exchange. FDD can automatically add new stocks or delete
obsolete stocks for all three supported stock exchanges. To do
so click on the "Security>Update AMEX, NYSE and NASDAQ Symbols"
menu entry. Following dialog will appear:
To start the update click on the "Start Update" button. The
program will then start downloading the newest symbol lists. You
can see for each symbol list if there were changes. New symbols
are marked with "NEW", deleted one with "DELETE" and unchanged
with "NO CHANGES". The update process will take around 5
minutes.
If you want to add the new symbols to your download lists tick
off the option "Add new securities to download list". All the
new stocks will then be downloaded when you execute the download
the next time.
It is recommended to make an update of the stock exchanges
weekly.
Data Field Description
The following notes should help you make sense
out of the data downloaded by FundamentalDataDownloader.
1y Target Est
The 1year target price estimate represents
the median target price as forecast by analysts covering the
stock. Data is provided by Thomsonfn.com. More detailed target
estimate data can be found by clicking a company's "research"
link.
Avg Vol
Average Daily Volume is the monthly average of
the cumulative trading volume during the last 3 months divided
by 22 days. It is updated weekly and is provided by Market
Guide.
Bid/Ask
The Bid price is the price you get if you sell
your stock, and the Ask price is the price you have to pay to
buy a stock. Note that the New York Stock Exchange (NYSE) does
not permit Bid and Ask prices to be reported for delayed quotes,
so this field is always reported as "N/A" (Not Available) for
NYSE stocks.
Bid Size/Ask Size
Represents the number of shares a buyer is
willing to purchase for the bid or ask price.
Change
The change in price for the day. This is the
difference between the last trade and the previous day's closing
price (Prev Close). The change is reported as "0" if the stock
hasn't traded today.
Div Date
Dividend Pay Date. The date on which the
dividend was last paid, or the date on which the next one will
be paid.
Dividend (ttm)
All dividends paid out in the last twelve
months are added together to create a "Dividend(ttm)". The
trailing dividend is then divided by the most recent closing
price to derive the Yield (see Yield). Depending on the dividend
history of a particular company, the dividend(ttm) and yield
could produce different results compared to the company's
forward dividend which is calculated by multiplying the payment
frequency by the most recent dividend.
EPS Est
Current year analyst consensus EPS estimate
from Thomson/First Call. More detailed analyst estimates and
consensus data can be found by clicking the "research" link for
a symbol.
EPS (ttm)
Earnings Per Share (EPS) is stated for the
most recent 12 months (ttm, trailing 12 months). It represents
primary earnings from continuing operations attributable to each
share of common stock outstanding, and is calculated by dividing
the income from continuing operations by the average number of
shares outstanding during the period (in accordance with
generally accepted accounting principles, GAAP). The income is
the income or loss that remains after excluding income or loss
from discontinued operations and extraordinary charges or
credits that are reported separately (again, per GAAP). Earnings
Per Share is adjusted for stock splits and stock dividends. If
data is not available for 12 months or more, "N/A" is displayed
for EPS.
Daily updates are received on quarterly EPS
data. Most earnings information is received within 48 hours of
the company's earnings announcement. Every time a company
declares their earnings, a record is sent for that particular
earning figure along with a 12month rolling EPS.
ExDiv
The ExDividend Date (without dividend). You
need to purchase the stock before this date to receive the
current quarter's dividend or stock split.
Open
Opening price for the day; first trade of the
day. This is not always close to the previous day's closing
price, especially when company news is released after the stock
market closed the previous day.
P/E
Price to Earnings Ratio. This number is the
previous closing stock price (see Prev Close) divided by the
earnings per share, and reflects the value the market has placed
on a stock.
PEG
PEG stands for price/earnings growth and is
calculated by dividing the trailing P/E by the projected
earnings growth rate (in this case, the 5 year annualized growth
rate). The idea behind the PEG Ratio is to relate price to
growth.
P/S
Price to Sales Ratio. This number is the
previous closing stock price (see Prev Close) divided by the
revenue per share.
Prev Close
The closing price for the trading day prior to
the last trade reported.
Yield
The dividend(ttm) per share divided by the
previous closing stock price (see Prev Close), as a percentage
(multiplied by 100).
Market Cap
Formula: Current Market Price Per Share *
Number of Shares Outstanding
The total dollar value of all outstanding
shares. Computed as shares times current market price.
Capitalization is a measure of corporate size.
Enterprise Value
Formula: Market Cap + Total Debt – Total Cash
& Short Term Investments
EV is a measure of theoretical takeover price,
and is useful in comparisons against income statement line items
above the interest expense/income lines such as revenue and
EBITDA.
Trailing P/E Ratio
Formula: Current Market Price / Earnings Per
Share
A popular valuation ratio calculated by
dividing the current market price by trailing 12month (ttm)
Earnings Per Share.
Forward P/E Ratio
Formula: Current Market Price / Projected
Earnings Per Share
A valuation ratio calculated by dividing the
current market price by projected 12month Earnings Per Share.
PEG Ratio
Formula: P/E Ratio / 5Yr Expected EPS Growth
Forwardlooking measure rather than typical
earnings growth measures, which look back in time (historical).
Used to measure a stock's valuation against its projected 5yr
growth rate.
Price/Sales Ratio
Formula: Current Market Price / Total Revenues
Per Share
A valuation ratio calculated by dividing the
current market price by trailing 12month (ttm) Total Revenues.
Often used to value unprofitable companies.
Price/Book Ratio
Formula: Current Market Price / Book Value Per
Share
A valuation ratio calculated by dividing the
current market price by the most recent quarter's (mrq) Book
Value Per Share.
Enterprise Value/Revenue
Formula: Enterprise Value / Total Revenues
Firm value compared against revenue. Provides
a more rigorous comparison than the Price/Sales ratio by
removing the effects of capitalization from both sides of the
ratio. Since revenue is unaffected by the interest
income/expense line item, the appropriate value comparison
should also remove the effects of capitalization, as EV does.
Enterprise Value/EBITDA
Formula: Enterprise Value / EBITDA
Firm value compared against EBITDA (Earnings
before interest, taxes, depreciation, and amortization). See
Enterprise Value/Revenue.
Fiscal Year Ends
The date of the end of the firm's accounting
year.
Most Recent Quarter
Date for the most recent quarter end for which
data is available on the Key Statistics page. This period is
often abbreviated as "MRQ."
Profit Margin
Formula: (Net Income / Total Revenues) * 100
Also known as Return on Sales, this value is
the Net Income After Taxes for the trailing 12 months divided by
Total Revenue for the same period and is expressed as a
percentage.
Operating Margin
Formula: [(Total Revenues – Total Operating
Costs) / (Total Revenues)] * 100
This item represents the difference between
the Total Revenues and the Total Operating Costs divided by
Total Revenues, and is expressed as a percentage. Total
Operating Costs consist of: (a) Cost of Goods Sold (b) Total (c)
Selling, General & Administrative Expenses (d) Total R & D
Expenses (e) Depreciation & Amortization and (f) Total Other
Operating Expenses, Total. A ratio used to measure a company's
operating efficiency.
Return on Assets
Formula: Earnings from Continuing Operations /
Average Total Equity
This ratio shows percentage of Returns to
Total Assets of the company. This is a useful measure in
analyzing how well a company uses its assets to produce
earnings.
Return on Equity
Formula: [(Earnings from Continuing
Operations) / Total Common Equity] * 100
This is a measure of the return on money
provided by the firms' owners. This ratio represents Earnings
from Continuing Operations divided by average Total Equity and
is expressed as a percentage.
Revenue
The amount of money generated by a company's
business activities. Also known as Sales.
Revenue (Sales) Per Share
Formula: Total Revenues / Weighted Average
Shares Outstanding
Quarterly Revenue Growth
Formula: [(Qtrly Total Revenues – Qtrly Total
Revenues (yr ago)) / Qtrly Total Revenues (yr ago)] * 100
The growth of Quarterly Total Revenues from
the same quarter a year ago.
Gross Profit
Formula: Total Revenues  Cost of Revenues
This item represents Total Revenues minus Cost
Of Goods Sold, Total.
EBITDA
The accounting acronym EBITDA stands for
"Earnings Before Interest, Tax, Depreciation, and Amortization."
Net Income Avl to Common
Formula: Net Income  Preferred Dividend and
Other Adjustments  Earnings Of Discontinued Operations 
Extraordinary Item & Accounting Change
This ratio shows percentage of Net Income to
Common Excluding Extra Items less Earnings Of Discontinued
Operations to Total Revenues. This is the dollar amount accruing
to common shareholders for dividends and retained earnings.
Diluted EPS
Formula: (Net Income  Preferred Dividend and
Other Adjustments)/ Weighted Average Diluted Shares Outstanding
This is the Adjusted Income Available to
Common Stockholders (based on Generally Accepted Accounting
Principles, GAAP) for the trailing 12 months divided by the
trailing 12 month weighted average shares outstanding. Diluted
EPS uses diluted weighted average shares in the calculation, or
the weighted average shares assuming all convertible securities
are exercised.
Quarterly Earnings Growth
Formula: [(Qtrly Net Income – Qtrly Net Income
(yr ago)) / Qtrly Net Income (yr ago)] * 100
The growth of Quarterly Net Income from the
same quarter a year ago.
Total Cash
The Total Cash and Shortterm Investments on
the balance sheet as of the most recent quarter.
Total Cash Per Share
This is the Total Cash plus Short Term
Investments divided by the Shares Outstanding at the end of the
most recent fiscal quarter.
Total Debt
Formula: Short Term Borrowings + Current
Portion of Long Term Debt + Current Portion of Capital Lease +
Long Term Debt + Long Term Capital Lease + Finance Division Debt
Current + Finance Division Debt Non Current
The Total Debt on the balance sheet as of the
most recent quarter.
Total Debt / Total Equity
Formula: [(Longterm Debt + Capital Leases +
Finance Division Debt NonCurrent + Shortterm Borrowings +
Current Portion of Longterm Debt + Current Portion of Capital
Lease Obligation + Finance Division Debt Current) / (Total
Common Equity + Total Preferred Equity)] * 100
This ratio is Total Debt for the most recent
fiscal quarter divided by Total Shareholder Equity for the same
period.
Current Ratio
Formula: Total Current Assets / Total Current
Liabilities
This is the ratio of Total Current Assets for
the most recent quarter divided by Total Current Liabilities for
the same period.
Book Value Per Share
Formula: Total Common Equity / Total Common
Shares Outstanding
This is defined as the Common Shareholder's
Equity divided by the Shares Outstanding at the end of the most
recent fiscal quarter.
Operating Cash Flow
Formula: Net Income + Depreciation and
Amortization, Total + Other Amortization + Other NonCash Items,
Total + Change in Working Capital
Net cash used or generated in operating
activities during the stated period of time. It reflects net
impact of all operating activity transactions on the cash flow
of the entity. This GAAP figure is taken directly from the
company's Cash Flow Statement and might include significant
nonrecurring items.
Levered Free Cash Flow
Formula: (EBIT + Interest Expense) * (1 – Tax
Rate) + Depreciation & Amort., Total + Other Amortization +
Capital Expenditure + Sale (Purchase) of Intangible assets 
Change in Net Working Capital + Pref. Dividends Paid + Total
Debt Repaid + Total Debt Issued + Repurchase of Preferred +
Issuance of Preferred Stock
Where: Tax Rate = 0.375
This figure is a normalized item that excludes
nonrecurring items and also takes into consideration cash
inflows from financing activities such as debt or preferred
stock issuances.
Beta
The Beta used is Beta of Equity. Beta is the
monthly price change of a particular company relative to the
monthly price change of the S&P500. The time period for Beta is
3 years (36 months) when available.
Price
This is the Closing or Last Bid Price. It is
also referred to as the Current Price. For NYSE, AMEX, and
Nasdaq traded companies, the Price is the previous Friday's
closing price. For companies traded on the National Quotation
Bureau's "Pink Sheets," and OTC bulletin boards, it is the bid
price obtained at the time the report is updated.
52Week Change
The percentage change in price from 52 weeks
ago.
S&P500 52Week Change
The S&P 500 Index's percentage change in price
from 52 weeks ago.
52Week High
This price is the highest Price the stock
traded at in the last 12 months. This could be an intraday high.
52Week Low
This price is the lowest Price the stock
traded at in the last 12 months. This could be an intraday low.
50Day Moving Average
A simple moving average that is calculated by
dividing the sum of the closing prices in the last 50 trading
days by 50.
200Day Moving Average
A simple moving average that is calculated by
dividing the sum of the closing prices in the last 200 trading
days by 200.
Average Volume (3 month)
This is the average daily trading volume
during the last 3 months.
Average Volume (10 day)
This is the average daily trading volume
during the last 10 days.
Shares Outstanding
This is the number of shares of common stock
currently outstanding—the number of shares issued minus the
shares held in treasury. This field reflects all offerings and
acquisitions for stock made after the end of the previous fiscal
period.
Float
This is the number of freely traded shares in
the hands of the public. Float is calculated as Shares
Outstanding minus Shares Owned by Insiders, 5% Owners, and Rule
144 Shares.
Shares Short
This is the number of shares currently
borrowed by investors for sale, but not yet returned to the
owner (lender).
Short Ratio
This represents the number of days it would
take to cover the Short Interest if trading continued at the
average daily volume for the month. It is calculated as the
Short Interest for the Current Month divided by the Average
Daily Volume.
Short % of Float
Number of shares short divided by float.
Shares Short Prior Month
Shares Short in the prior month. See Shares
Short.
Forward Annual Dividend Rate
The annualized amount of dividends expected to
be paid in the current fiscal year.
Forward Annual Dividend Yield
Formula: (Forward Annual Dividend Rate /
Current Market Price) * 100
Trailing Annual Dividend Rate
The sum of all dividends paid out in the
trailing 12month period.
Trailing Annual Dividend Yield
Formula: (Trailing Annual Dividend Rate /
Current Market Price) * 100
5Year Average Dividend Yield
The average Forward Annual Dividend Yield in
the past 5 years.
Payout Ratio
The ratio of Earnings paid out in Dividends,
expressed as a percentage.
Dividend Date
The payment date for a declared dividend.
ExDividend Date
The first day of trading when the seller,
rather than the buyer, of a stock is entitled to the most
recently announced dividend payment. The date set by the NYSE
(and generally followed on other U.S. exchanges) is currently
two business days before the record date. A stock that has gone
exdividend is denoted by an x in newspaper listings on that
date.
