FinWiz

Fundamentals

P/E, EPS, DCF, earnings reports, and financial ratios

18 articles in this category

beginner9 min read

P/E Ratio Explained: How to Value Stocks Using Price-to-Earnings

The P/E ratio is the most widely used valuation metric. Learn how to calculate, interpret, and compare price-to-earnings ratios across different stocks.

beginner8 min read

Current Ratio: Formula, Interpretation & What's a Good Number

The current ratio measures a company's ability to pay short-term debts. Learn the formula, what good and bad ratios look like, and how to use it.

beginner8 min read

Debt-to-Equity Ratio: Formula, Calculation & Analysis

The debt-to-equity ratio shows how much a company relies on debt. Learn to calculate it, interpret results, and compare across industries.

beginner8 min read

Return on Assets (ROA): Formula, Calculation & Examples

ROA measures how efficiently a company uses assets to generate profit. Learn the formula, what good ROA looks like, and how to compare across sectors.

beginner8 min read

Earnings Per Share (EPS): What It Means & How to Use It

EPS shows how much profit a company earns per share. Learn the formula, basic vs diluted EPS, and how earnings per share drives stock prices.

advanced13 min read

Discounted Cash Flow (DCF): How to Value a Stock

DCF analysis estimates a stock intrinsic value using future cash flows. Learn the step-by-step process of building a discounted cash flow model.

intermediate12 min read

How to Trade Earnings Reports: Before, During & After

Earnings reports create the biggest single-day moves. Learn how to prepare for earnings, interpret results, and trade the reaction profitably.

beginner8 min read

Revenue vs Earnings vs Net Income: What Traders Watch

Revenue, earnings, and net income are different things. Learn what each means, how they relate, and which ones move stock prices the most.

intermediate9 min read

Sharpe Ratio: Measuring Risk-Adjusted Returns

The Sharpe ratio measures return per unit of risk. Learn the formula, what good and bad ratios look like, and how to evaluate trading strategy performance.

beginner7 min read

CAGR Formula: How to Calculate Compound Annual Growth Rate

CAGR smooths out returns to show the annualized growth rate. Learn the formula, how to calculate it, and how to use it to compare investments.

beginner8 min read

Return on Equity (ROE): Formula, Meaning & What's Good

ROE measures how efficiently a company turns shareholder equity into profit. Learn the formula, what a good ROE looks like, and how to use it in analysis.

beginner8 min read

Gross Margin: Formula, Interpretation & Sector Benchmarks

Gross margin shows what percentage of revenue remains after cost of goods sold. Learn the formula, sector benchmarks, and how to use it for analysis.

intermediate9 min read

Enterprise Value: Why It's Better Than Market Cap for Valuation

Enterprise value includes debt and cash to give a truer picture of a company's total value. Learn the formula, EV/EBITDA, and why analysts prefer it.

intermediate9 min read

What Is EBITDA? How to Use It for Stock Analysis

EBITDA strips out non-operating costs to show core operating profitability. Learn the formula, how it is used in valuation, and its limitations.

intermediate10 min read

Free Cash Flow (FCF): The Most Important Number in Finance

Free cash flow is the cash a company generates after capital expenditures. Learn why many analysts consider it the single most important financial metric.

intermediate11 min read

Intrinsic Value: How to Calculate What a Stock Is Really Worth

Intrinsic value is what a stock is truly worth based on fundamentals. Learn multiple methods to calculate it and find undervalued opportunities.

beginner10 min read

How to Read a Balance Sheet: Assets, Liabilities & Equity

The balance sheet shows what a company owns and owes at a point in time. Learn to read assets, liabilities, and equity like a fundamental analyst.

beginner10 min read

How to Read an Income Statement: Revenue to Net Income

The income statement tells you how much a company earned and spent over a period. Learn to read it from revenue to net income like a pro.