YCharts

This video teaches the basics of how to use the new YCharts...

Wed, 01 Feb 2012 12:09:02 -0500

This video teaches the basics of how to use the new YCharts Interactive Charts!

Includes: Charting company fundamental data and comparing competitor performance.

Stock Rankings Now By Sector and Industry

Wed, 10 Aug 2011 15:36:00 -0400

When we launched stock rankings by fundamental metrics we didn’t realize how much use they would get but they turned out to be very popular. Given this, we have added the ability to rank stocks by metric, sector and industry. Check it out and let us know what you think.

Below are all of the metrics that you can now rank by:

Altman Z-Score Pro

Asset Utilization

Book Value

Book Value per Share

Capital Expenditures %

Cash Financing

Cash Financing (TTM)

Cash Investing

Cash Investing (TTM)

Cash Operations

Cash Operations (TTM)

Cash and Equivalents

Cash and ST Investments

Current Ratio

Debt to Equity Ratio

Dividend Yield

EBITDA Margin TTM Pro

EBITDA TTM Pro

EPS Growth

EV / EBIT Pro

EV / EBITDA Pro

EV / Free Cash Flow Pro

EV / Revenues Pro

Earnings Yield

Earnings per Share

Earnings per Share (TTM)

Enterprise Value

Expenses

Expenses (TTM)

Free Cash Flow

Free Cash Flow TTM

Free Cash Flow Yield Pro

Fundamental Score Pro

Gross Profit Margin

Interest Expense %

Liabilities

Long Term Debt

Market Cap

Net Income

Net Income (TTM)

Operating Earnings Yield Pro

Operating Margin (TTM) Pro

PE Ratio

PE Value Pro

PEG Ratio

PS Value Pro

Price

Price / Book Value

Price / Sales Ratio

Price / Tangible Book Value Pro

Profit Margin

R&D %

Receivables Turnover

Retained Earnings Growth

Return on Assets

Return on Equity

Return on Invested Capital Pro

Revenue Growth

Revenue Per Share (TTM)

Revenues

Revenues (TTM)

SGA %

Shareholders Equity

Shares Outstanding

Stock Buybacks

Tangible Book Value Pro

Tangible Book Value Per Share Pro

Total Assets

Valuation (Historical Mult.) Pro

Valuation Percentage Pro

Value Score

What Did a Stock Really Pay Investors? YCharts Shows the Whole Picture

Wed, 27 Jul 2011 15:03:45 -0400

Here’s a question that’s surprisingly tricky to answer: If you invested $1,000 in Procter and Gamble (PG) on January 2nd, 1996, how much was that investment worth at the end of Q2, 2011 (July 1, 2011)?

A couple of clicks on YCharts will show you that the stock price went up 209.29% over that time period. The stock that you paid $1,000 for is now worth $2,092.90. Unfortunately, something is missing from that number. Procter and Gamble - like more than 50% of stocks traded on the NASDAQ, AMEX and NYSE - pays dividends. They need to be counted too.

But how much is missing? Before looking at the answer, take a quick guess. There are about 15 years of dividends and let’s assume that those dividends were reinvested and Uncle Sam didn’t get to take his cut. Got your number?

Procter & Gamble Total Return Price Stock Chart by YCharts

With dividends reinvested (and without taxes) Procter and Gamble returned 326.80% over that period. That is an extra 117.51% over price appreciation alone. In dollar terms, you earned $1,175.10 more from reinvested dividends.

That is important information, and YCharts is delighted to be the first company to offer charts of Total Returns where users can define a holding period. Now individual investors can compare stocks to each other as they should be compared - looking at all of the returns that the stock provides.

To access total returns, search for any company, click on the price chart or “Interactive Charts” tab, and select “Total Return Price” from the “Main Metric” dropdown menu and check the “View % Chg” box.

Introducing the Most Powerful Stock Screener on the Web

Tue, 12 Jul 2011 16:11:55 -0400

When we started this project, we were optimistic. When we finished, we were excited. And the first time we played with the final product, we were awestruck. If you’re serious about investing, you will be too when you try our new stock screener.

Enough hype though. The product speaks for itself, so let’s see what it does.

At first glance, it looks simple. But its simplicity makes it amazingly intuitive and belies the power hiding underneath (follow along with the numbers on the image, or try it live). (Note that Portfolio Strategies, Pro Ratings and some screening metrics will not work unless you are a Pro subscriber.)

(1) Starting Lists

Most screeners just assume you want to start with every stock available. YCharts lets you do that (and we have about 5,000 companies in our system), but also gives you some more interesting starting points.

Want to start by looking at Warren Buffett’s portfolio? Go ahead - we looked at his (Berkshire Hathaway’s) most recent filings and show them to you.

Prefer to start with lists from a backtested quantitative picking strategy like those that hedge funds use? We have seven.

Like picking within specific sectors? Then start there.

(2) Add Filters

There are screeners with great data out there, and there are intuitive screeners. We think we have executed well on both. Click the “+ Add a Filter” button and you will can screen for companies based on any combination of 67 metrics.

After adding a new metric, you can enter the minimum and maximum values or slide the sliders to set ranges. Results will update in real time. To remove any screening metric, just hit the “x” on the far right.

As a bonus, the first three metrics you enter will also show up in the table (by the number 4), and you can rank companies by those values.

(3) Pro Ratings

Here, we let you narrow your starting list based on our proprietary knowledge. It’s a quick way to narrow from thousands of companies to the cheap and historically strong companies that our system calls “Attractive”.

(4) Sort and View

As you change filters, the list updates automatically. You can sort by any of the columns and can add any company instantly to one of your watchlists.

Those are the basics, and it’s only going to get better from here. We hope that you love our stock screener as much as we do. And as usual, your feedback is appreciated.

YCharts.com Launches Embeddable Stock Charts

Thu, 09 Jun 2011 12:55:00 -0400

For the millions of financial conversations on the web, YCharts.com now offers embeddable charts to help journalists, bloggers and investors make their points stick. From price and company fundamental charts - revenue, net income and more - to market indices and economic indicators, YCharts.com has an embeddable YChart for it.

The world is going social, and the financial world is no exception. We make it easier to discuss companies, the economy and any data that impacts the markets. Sometimes a YChart is just a better way to get your point across.

Our partners at Motley Fool and Forbes are already putting YCharts to work, and Jacob Roche of the Motley Fool has raved about YCharts.com. He describes it as “One of the tools I like to use to help me more quickly get a read on investments is YCharts.com.” Bloggers like Chris Dixon and CultofMac have also already put YCharts to use.

You can create the charts from our “interactive charts” page. Click the “embed chart” button in the upper right corner of the chart to add YCharts to your articles, blog or website. You will also notice in the lower right corner an option to “save chart as image”. Click this to download the chart as an image (Pro Membership Required) for reports, presentations or your own internal use.

Users can embed any variation of over 500,000 YCharts. With them, you can compare up to 5 companies and layer on economic indicators, or compare multiple economic indicators. The charts work on your website, in your blog, as a picture on your Twitter feed, in your Facebook post - anywhere you can paste an image or snippet of code.

What data can you visualize with YCharts?

Over 5,000 Stocks with 85+ Fundamental Metrics for each company
Exchange Traded Funds
1,000 Indices including international markets
Over 500 Economic Indicators
Forex Rates
Commodities
Investor Sentiment Indicators
Pro Metrics

We want to make it easy to use YCharts wherever you like.

“We want to add to financial conversations everywhere with visual data. With YCharts, you can now analyze company fundamentals, competitors, industries and compare related economic indicators. Once you are done with your analysis, it’s up to you how you would like to use the YChart you created.” said Ara Anjargolian, CTO of YCharts.

Try it and let us know what you think.

The YCharts Team

Pro Users: More Stock Charts and Metrics Added

Fri, 13 May 2011 18:23:49 -0400

We receive a lot of requests from our 300,000 monthly users for new stock metrics to be added to YCharts. Several of the most requested metrics are now live in YCharts Pro. Below is a summary of the new ones.

Pro Metrics

Valuation (Historical Mult.)

Free Cash Flow Yield

Operating Margin (TTM)

Operating Earnings Yield

PE Value

Price / Tangible Book Value

Price to Sales Value

Return on Invested Capital

Tangible Book Value

Tangible Book Value Per Share

Value Score

Valuation Percentage

Is there a metric that you use that we haven’t added yet? If so, you can request additional stock metrics here.

Enjoy!

YCharts Team

Introducing the Most Powerful Stock Charts on Earth

Fri, 15 Apr 2011 19:49:00 -0400

YCharts is excited to launch a new chart that has been months in the making. It will allow investors to easily view financial data in ways that were historically available only to people in financial companies. The new key features follow.

Below is a chart that compares retailers (Amazon, Best Buy, and Target) and the US Retail Sales economic indicator. Follow along with a live chart by clicking here.

More Size, More Insight: The first thing you’ll notice is that the chart is bigger. This allows you to see more data more clearly. Also, picking those individual historical points by hovering your mouse will be much easier than before.

(1) Main Metric and Comparison Metric: This feature existed in the old charts, but now the values are much easier to see. Say you want to compare Price and Price to Earnings Ratio. Select Price as the main metric and PE Ratio as the comparison, and a new line will pop up just below the drop-down menus. To remove the comparison metric, just click the “x” next to the new line.

(2) Multiple Stock Comparison: Say you want to compare Amazon’s performance to other retailers. We made that process much easier. Get a quote for Amazon, and then type “Best Buy” (or BBY, the box will auto-fill) into the “Compare Stocks” box, and add the company. You can compare one metric for up to 5 companies (we’ve included Amazon.com, Best Buy, and Target). To remove a company, just click the “x” next to that company’s line.

(3) Economic Indicator Comparison: We have more than 200 economic indicators charted over time, and now you can compare them to company performance on the same chart. Get a company quote, and enter the name of an economic indicator, for example “Retail Sales,” and click “Add” (our chart shows retail sales numbers as a green line). Then you’re ready to look for relationships between indicators and company performance. To remove the indicator, click the “x” next to the line.

(4) Embeddable Charts: Love a chart and want to embed it in your own site? Click the “Embed Chart” button and you will get a snippet of code that you can add to any site. Exporting images of charts is soon to come!

(5) Data Export: If you are a Pro Subscriber and find an interesting relationship in a chart, you can export that data to Excel and do your own calculations with it. You also have access to up to 30 years of data on the Pro charts.

YCharts Pro Launch Announcement - Empowering Investors with Smart Data

Tue, 18 Jan 2011 18:00:00 -0500

YCharts opened its Pro product to users today. The product blows away much of the untested common knowledge and folk wisdom surrounding investing in individual companies, instead favoring a rational, value-based model of investing.

The YCharts team took a critical eye to growth, value, efficient markets, and more, running simulations on real historical data to test common assumptions. This combination of fundamental data and empirical analysis drives all of Pro’s key features, including portfolio strategies and stock ratings, which the company applies to more than 5,000 stocks.

“The platform incorporates massive data sets which we use to run our analytics. We’ve quadrupled the number of calculations we were doing to support YCharts Pro, and it opens up new ways of looking clearly at the numbers behind the company,” explains Ara Anjargolian, YCharts’ CTO. The result is a platform that empowers investors to make investment decisions that are grounded in the fundamentals of the business, rather than emotion.

Pro automates much of the research that professional analysts provide, but steers clear of subjective opinion and possible conflicts of interest by remaining an independent information provider. Shawn Carpenter, CEO of YCharts, is very focused on the investors YCharts serves. “Our customers are intelligent,” he notes, “and we’re confident we can continue to improve their investment results by providing the very best analytic information based on our research.”