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Expert Tips - June 1, 2018

Expert Tips: Comp Tables

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Screen on Strategy-Focused Indices

Show Performance Through ’08 Recession

Analyze Model Portfolios in Comp Tables

Null Values Treatment in Scoring Models

Analyze Watchlists on Comp Tables 

Manage Comparables

Screen on Strategy-Focused Indices

Using the Equity Screener, click “Modify” then “Indices” and choose from over 30 indices to define the universe of stocks you’re evaluating. Strategy-specific indices such as S&P 400 Growth, Russell 2000 Value, S&P 500 High Dividend, and others are available for hyper-focused idea generation.

screen on focused indices

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Show Performance Through ’08 Recession

Show a fund’s or stock’s performance through the most recent recession in 2008 with 15-year metrics. As the Financial Crisis is beyond a 10-year lookback, YCharts now includes risk and return metrics that incorporate 15 years of history and can be used across all the platform’s tools.

15 year metrics

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Analyze Model Portfolios in Comp Tables

Compare any Model Portfolios you build against mutual funds, ETFs, or benchmarks across a metric set of your choosing. Use the type-search box or click “Lists” then “Model Portfolios” to access and compare your model strategies.

MP in comp table

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Null Values Treatment in Scoring Models

When building Scoring Models, use the “Null Values” drop down to choose to use a comp set’s “Min”, “Max”, “Mean”, or “Zero” in place of a null value for any given metric. This new feature gives you control to fairly score securities with unreported metrics.

scoring model null values

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Analyze Watchlists in Comp Tables

On any Watchlist, select “Options” then “View In” to take a deeper dive into securities’ performance. Use tools such as Comp Tables, Fundamental Charts, or Timeseries Analysis to further evaluate your key holdings.

Watchlists to Comp Tables

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Manage Comparables

Comparable analysis is widely used to evaluate a company or fund relative to others in a similar asset class or industry. Customize your peer group to increase the accuracy of your analysis:

ManageComps

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