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Expert Tips - June 1, 2019

Expert Tips: Fundamental Charts

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:

View Charts in New Design

Fed Funds Target & Effective Rates

Charting EPS Estimates vs. Actuals

Overlay Recessions 

Short Interest

Chart the Growth of $10k

Share Charts to Twitter or StockTwits

Earnings Analysis in Fundamental Charts

Dividend Growth

Earnings Surprise 

Panel Layout

Correlations

Momentum Scores

Valuation (Historic Multiples)

Annotations in Fundamental Charts

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View Charts in New Design

From any stock, mutual fund, or ETF quote page, click on the price chart to be sent to a Fundamental Chart for that security. To view those charts in the new and improved design, simply click “View in New Design”.

view charts in new design

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Fed Funds Target & Effective Rates

In Fundamental Charts, add the Effective Federal Funds Rate along with the Target Upper and Lower Limits to investigate how short term interest rates behave. The Federal Reserve sets a target range for the Federal Funds Rate, but the actual, effective rate varies within that range.

fed funds rate targets & effective

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Charting EPS Estimates vs. Actuals

Easily visualize earnings beats and misses using Fundamental Charts. Add Price, Quarterly EPS Estimates, and Quarterly Actual EPS to a chart, then click “Annotate” to add ‘E’ flags for every past earnings announcement. This chart shows earnings beats and misses, future EPS estimates, and price movements as a result of earnings performance.

charting eps est and actuals larger

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Overlay Recessions

Past economic conditions play a role in explaining an investment’s performance over that period and can shed light on what to expect in future events.  Overlay recessions on your chart to see the whole story:

recessions

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Short Interest

Many investors look at market sentiment to determine entry and exit points on a position.  Visualize market sentiment on a stock by charting the historical short interest data:

short interest

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Chart the Growth of $10k

While using Fundamental Charts, toggle the Data Format to “Growth (10K)” to see the present market value of a $10,000 investment from a date and duration of your choosing. (Note: Growth of $10k feature is only compatible with price metrics).

growth of 10k-1

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Share Charts to Twitter or StockTwits

Share a chart with your followers — Turn on “Presentation View” and click “Share” to connect your Twitter or StockTwit account to YCharts and post directly from Fundamental Charts.

share to twitter

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Earnings Analysis in Fundamental Charts

Create a clear picture of how beating or missing earnings affects share price. Add “Earnings (E)” flags to a stock’s price chart, include series for EPS estimates and reported EPS, and hover over Earnings flags to further investigate earnings and price action.

plotting earnings

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Dividend Growth

Dividend growth rates are essential variables in most pricing models. Compare those rates with similarly priced asset to identify potentially misvalued securities.

dividend growth NEW CHARTS

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Earnings Surprise

Beating or missing earnings estimates can lead to volatility in a stock’s price. Uncover trends in a company’s earnings reports using “EPS Surprise,” “Revenue Surprise,” and other “Surprise” metrics.

earnings surprise NEW CHARTS

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Panel Layout

Present your data in a visually compelling manner. Change the presentation of Fundamental Charts with the Panel Layout menu — select from “Single Panel”, “Panel per Financial Metric”, or “Panel per Security”:

panel layout NEW CHARTS

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Correlations

A security’s price movements are often correlated to macroeconomic data. Create ratios, spreads and correlations within the Fundamental Charting tool to measure the relationship:

correlations NEW CHARTS

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Momentum Scores

Use Momentum Scores to conduct relative security comparisons based on one year historical total returns. Securities with greater returns will have a higher score while those with lesser returns will have lower scores.

momentum score NEW CHARTS

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Valuation (Historical Multiples)

Calculated as an equal-weighted average of historical PE Ratio and PS Ratio, the “Valuation (Historical Multiples)” metric may indicate whether a stock is over- or undervalued. This metric is also shown on each stock’s Quote Page.

valuation hist mult NEW CHARTS

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Annotations in Fundamental Charts

Add annotations for Earnings and Dividends events, plot series’ Minimum, Maximum, and Average, and choose between original values or percent-change on a per-series basis.

new fun charts

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