= (Beginning Common Stockholders' Equity + Ending Common Stockholders' Equity) / 2
Profit Margin
Earnings Per Share =
Earnings Per Share (EPS)
Net Income
--------------------------------------------- Number of Common Shares Outstanding
Profit Margin =
Net Income ----------------- Sales
Activity Analysis Ratios
Assets Turnover Ratio
Accounts Receivable Turnover Ratio
Average Accounts Receivable
= (Beginning Accounts Receivable + Ending Accounts Receivable) / 2
Inventory Turnover Ratio
Inventory Turnover Ratio =
Cost of Goods Sold --------------------------- Average Inventories
Accounts Receivable Turnover Ratio =
Sales
----------------------------------- Average Accounts Receivable
Assets Turnover Ratio =
Sales
---------------------------- Average Total Assets
Average Total Assets = (Beginning Total Assets + Ending Total Assets) / 2
Average Inventories = (Beginning Inventories + Ending Inventories) / 2
Capital Structure Analysis Ratios
Debt to Equity Ratio
Debt to Equity Ratio =
Total Liabilities
----------------------------------
Interest Coverage Ratio =
Interest Coverage Ratio
Total Stockholders' Equity
Income Before Interest and Income Tax Expenses ------------------------------------------------------- Interest Expense
Income Before Interest and Income Tax Expenses = Income Before Income Taxes + Interest Expense
Capital Market Analysis Ratios
Price Earnings (PE) Ratio
Market to Book Ratio =
Market to Book Ratio
Market Price of Common Stock Per Share ------------------------------------------------------- Book Value of Equity Per Common Share
Price Earnings Ratio =
Market Price of Common Stock Per Share ------------------------------------------------------ Earnings Per Share
Book Value of Equity Per Common Share
= Book Value of Equity for Common Stock / Number of Common Shares
Dividend Yield
Dividend Yield =
Annual Dividends Per Common Share ------------------------------------------------ Market Price of Common Stock Per Share
Book Value of Equity Per Common Share
= Book Value of Equity for Common Stock / Number of Common Shares
Dividend Payout Ratio
Dividend Payout Ratio =
Cash Dividends -------------------- Net Income
ROA = Profit Margin X Assets Turnover Ratio
ROA = Profit Margin X Assets Turnover Ratio
Net Income
Net Income
Sales
ROA =
------------------------ = Average Total Assets
-------------- X
Sales
------------------------
Average Total Assets
Profit Margin = Net Income / Sales
Assets Turnover Ratio = Sales / Averages Total Assets
DOW JONES INDUS. AVG
道琼斯股票价格指数
S&P 500 INDEX （standard& poor’s）
标准普尔500种股份指数
NASDAQ COMPOSITE INDEX 纳斯达克综合指数
Stocks 股票
Commodities 商品期货 Currencies 货币 Rates & Bonds 债券
ETF（Exchange Traded Fund） 交易型开放式指数基金，又称交易所交易基金
Mutual Funds 共同基金
Consumer sentiment is directly related to the strength of consumer spending. Consumer confidence and consumer sentiment are two ways of talking about consumer attitudes. Among economic reports, consumer sentiment refers to the Michigan survey while consumer confidence refers to The Conference Board's survey Event Definitions Market Moving Indicators ADP Employment Report 全美就业报告 Beige Book 褐皮书（由12个美国联邦储备银行公布的报告） Business Inventories 商业库存（影响近期生产活动） Chicago PMI 芝加哥采购经理人指数（PMI大于50表示经济扩张，与原材料价格关联大） Construction Spending 建筑支出 Consumer Confidence 消费者信心指数 Consumer Price Index 消费者物价指数 Housing Market Index 住房市场指数 Housing Starts 房屋开工率 Import and Export Prices 进出口价格 Industrial Production 工业生产 International Trade 国际贸易 ISM Mfg Index ISM（供应管理协会）制造业指数 ISM Non-Mfg Index ISM非制造业指数 Jobless Claims 失业救济申请 Consumer Sentiment 消费意欲 Consumer Sentiment (p) 消费意欲（现在和将来） Durable Goods Orders 耐用消费品订单 EIA Petroleum Status Report 美国能源部石油现状报告 Empire State Mfg Survey 纽约制造业调查报告 Employment Cost Index 就业成本指数 Employment Situation 就业现状 Existing Home Sales 成品房销售额 Factory Orders 工厂订单（比DGO详细，包括耐用和非耐用品） FOMC Meeting Announcement （Federal Open Market Committee）美联储公开市场委员会议息会议声明（决定短期利率） FOMC Minutes 美联储公开市场委员会议息会议纪要 GDP（Gross Domestic Pruduction） 国内生产总值 Motor Vehicle Sales 汽车销售额 New Home Sales 新房销售额 Pending Home Sales Index 成屋待完成销售指数 Personal Income and Outlays 个人收入和支出 Philadelphia Fed Survey 费城联储调查 Producer Price Index 生产者价格指数 Productivity and Costs 生产力和成本 Retail Sales 零售额 S&P Case-Shiller HPI 标普房价指数 Treasury Budget 财政预算 Treasury International Capital Non-Farm Payroll 非农就业 Trade deficit 贸易顺逆差数据
周期性行业：钢铁，地产（意思就是跟经济周期关联度极大的行业，特点就是对宏观经济依赖度大）
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