Terms

Three strength measures are not the same number. Rank is the ETF list. RS vs SPY is the chart line. Strength index is the 14-session oscillator.

ETF list

RankRS

Percentile rank of the Score within that ETF's group, not the market. A sector 99 and a sub-sector 99 are not the same claim.

Year-ago rankRS 12m

The same rank, twelve months ago.

6-month rankRS 6m

The same rank, six months ago.

3-month rankRS 3m

The same rank, three months ago.

Rank changeΔ 12m

Rank today minus rank twelve months ago. A minus is a fall.

1 week1w

Price change over the last week.

1 month1m

Price change over the last month.

6 months6m

Price change over the last six months.

Year to dateYTD

Price change from the start of this calendar year.

Last 3 monthsQ1

Return over the last three months. This is the old 3-month column.

3–6 months agoQ2

Return from six months ago to three months ago.

6–9 months agoQ3

Return from nine months ago to six months ago.

9–12 months agoQ4

Return from twelve months ago to nine months ago.

12 months12m

The four quarter windows compounded. Not the same number as Rank change.

ScoreScore

0.40×Q1 + 0.20×Q2 + 0.20×Q3 + 0.20×Q4. The last three months count double.

Chart

RS vs SPYRS

The stock's close divided by SPY, scaled 0 to 100 on the full history. 100 is that high. Not the ETF rank.

Log scaleLog

The price axis is logarithmic. Equal vertical distance is an equal percent, not an equal dollar. Click the button to turn it on or off.

Beatbeat

Reported earnings came in above the estimate. The dot is green.

Missmiss

Reported earnings came in below the estimate. The dot is red.

Earningsearnings

The company reported that day. No beat or miss is marked on the chart.

20-day averageSMA20

Average close of the last 20 sessions.

50-day averageSMA50

Average close of the last 50 sessions.

200-day averageSMA200

Average close of the last 200 sessions.

Valuation

Price / earningsP/E

Price divided by earnings per share. A lower positive number is the cheaper one here. A negative number is not a bargain.

Forward price / earningsForward P/E

Price divided by next year's expected earnings.

Price / earnings / growthPEG

The price/earnings multiple divided by the growth rate.

Price / salesP/S

Price divided by sales per share.

Price / bookP/B

Price divided by book value per share.

Price / cashP/C

Price divided by cash per share.

Price / free cash flowP/FCF

Price divided by free cash flow per share.

Value / cash profitEV/EBITDA

Enterprise value divided by earnings before interest, tax, and depreciation.

Value / salesEV/Sales

Enterprise value divided by sales.

RecommendationRecom

Average analyst view. 1 is a buy and 5 is a sell. Lower is the stronger buy here.

Profit

Return on assetsROA

Profit divided by assets.

Return on equityROE

Profit divided by shareholders' equity.

Return on capitalROIC

Profit divided by the capital the business uses.

Earnings / shareEPS (ttm)

Earnings per share over the last twelve months.

Earnings next yearEPS next Y

Expected earnings per share for the next year.

Earnings next quarterEPS next Q

Expected earnings per share for the next quarter.

Earnings this yearEPS this Y

Earnings per share for the current year.

Earnings growth, 5 yearsEPS next 5Y

Expected yearly earnings growth over the next five years.

Past earnings growthEPS past 3/5Y

Yearly earnings growth over the past three or five years.

Past sales growthSales past 3/5Y

Yearly sales growth over the past three or five years.

Earnings vs last yearEPS Y/Y TTM

Earnings per share over the last twelve months, against the year before.

Sales vs last yearSales Y/Y TTM

Sales over the last twelve months, against the year before.

Earnings vs last quarterEPS Q/Q

This quarter's earnings per share against the quarter before.

Sales vs last quarterSales Q/Q

This quarter's sales against the quarter before.

SurpriseEPS/Sales Surpr.

How far the reported earnings or sales were from the estimate.

Operating marginOper. Margin

Operating profit as a share of sales.

Shares and risk

Book / shareBook/sh

Book value divided by shares.

Cash / shareCash/sh

Cash divided by shares.

Shares outShs Outstand

Shares the company has issued.

Shares floatingShs Float

Shares that can actually trade. Not the ones locked up.

Debt / equityDebt/Eq

Debt divided by equity. Lower is the lighter balance sheet here.

Long-term debt / equityLT Debt/Eq

Long-term debt divided by equity.

Strength indexRSI (14)

A 14-session oscillator from 0 to 100. Not the ETF rank, and not the RS vs SPY line.

Average rangeATR (14)

Average true range over 14 sessions. How far the price typically moves in a day.

Market sensitivityBeta

How far this name has moved when the market moved. 1 matches the market.

Relative volumeRel Volume

Today's volume against the usual volume for this time of day.

AssetsAUM

Money in the fund. Higher is the larger fund here.

Options and shortOption/Short

Whether the name has listed options, and the short-interest reading.

52-week high52W High

The highest price in the last 52 weeks.

52-week low52W Low

The lowest price in the last 52 weeks.

Institutions ownInst Own

Share of the company held by institutions.

Institution tradesInst Trans

Recent change in what institutions hold.

Insiders ownInsider Own

Share of the company held by insiders.

Insider tradesInsider Trans

Recent change in what insiders hold.

Short / floatShort Float

Shares sold short as a share of the floating shares.

Short ratioShort Ratio

Shares sold short divided by average daily volume. Days to cover.

Short interestShort Interest

Shares sold short.

OakChart. Screen