US Ideas Tracker

US Ideas Tracker

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DART CONSULTANTSMachine Driven Investing

Stock notes (PDF) · Download Excel · CSV

Sources. Prices: Tiingo end-of-day (adjusted for splits/dividends for moving averages). Financials: company 10-K/10-Q (20-F/40-F for foreign filers) via SEC EDGAR XBRL. Insider holding: “all directors and executive officers as a group” from the latest proxy statement (DEF 14A); US companies have no promoter category, this is the closest equivalent. Definitions. TTM = latest fiscal year + year-to-date − prior year-to-date. P/E = price ÷ TTM diluted EPS (loss-makers shown blank). PEG = P/E ÷ trailing EPS growth % (blank when the company is loss-making or EPS did not grow; below 0.2 usually reflects a rebound from depressed earnings). ROCE = TTM operating income ÷ (total assets − current liabilities). ROE = TTM net income ÷ shareholders’ equity. D/E = total borrowings ÷ equity (“n/r” = no borrowings tagged in filings; “neg eq” = negative equity). Net block = net property, plant & equipment (latest balance sheet vs last completed US fiscal year). Sales, profit and net block in billions of the reporting currency (USD unless marked). v = share of total voting power (multi-class companies); p = controlling parent’s stake; <1 = proxy shows less than 1%. Moving-average cells are green when the last close is above them, red when below. Educational material only, not investment advice.