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Benchmarked Fundamental Analysis (BFA)

Our Benchmarked Fundamental Analysis (BFA) entails examining the stocks you've designated and evaluating them against their industry and peer group. To ensure a fair comparison ... of equities from various global markets (such as Japan, Germany, UK ...), we standardize the currency denomination to the US Dollar. This means that all monetary values are converted using the prevailing bid/ask rate, such as from Japanese Yen (JPY) to US Dollars (USD). In the rare event that a particular forex is unavailable, we won't include it in your analysis.

Benchmarks

μ Industry μ Competition

Format

RAW In Mil.

Sheet/Category

Margins are presented in decimals *(e.g. 'NET PROFIT MARGIN' from 'Profitability')*.
	Free Cash Flow	Operating Cash Flow	Change In Working Capital	Based Compensation	Depreciation And Amortization	Net Cash Used For Investing Activites	Investments In Property Plant And Equipment	Net Cash Used Provided By Financing Activities	Sales Maturities Of Investments	Debt Repayment
JPM-PL	-154158	-154158	40229	938	2004	-43379	141168	76424	-9577	11683	12974	-56168	3117	7512	67643	-1291	-25571	215234	-33367	107119	107119	-22970	2794	7051	-137819	-126257	172401	-43546	78084	78084	-12401	2929	7932	-129344	275993	263720	-2424	-79910	-79910	-18012	2451	8614	-261912	596645	228793	-105055	6046	6046	-78	2256	8368	-54013	32987	125804	-2889	14187	14187	-5849	2322	7791	-197993	34158	86413	-20476	-2501	-2501	-15868	2070	6179	-10283	14642	150881	-83079	20196	20196	-5815	1940	5478	-114949	98271	120760	21421	73466	73466	22664	1987	4940	106980	-187511	122991	-32683	-132619	36593	-3637	2190	4759	-165636	-169212	118228	133244	-65275	-50372	107953	-2340	2219	5306	-150501	-158325	28324	163132	-60497	-96398	25079	1732	2545	5147	-119825	-121477	87707	194594	-96473	-28037	95932	53814	2675	5105	-170752	-123969	107706	155487	-82078	23414	-3752	-51348	3251	4965	54002	27166	-49217	211347	-105912	285493	121897	58046	3355	3833	29355	163596	-152179	201762	-132440	-172020	23098	4286	2637	4406	-286346	-195118	250506	141230	-62691	-186805	-110560	-138331	2025	3821	-73118	-76245	182986	129607	-49410	-98378	-49579	-65832	2368	3577	-99627	-48799	152749	148678	-34267	-24227	-24227	-38857	1563	4318	-18953	45069	113988	-26883	-21805	-21805	-30457	1296	3835	-23076	59596	179731	-16039	14601	14601	3173	3101	12418	-26251	326286	-8316	-25134	-25134	-36896	3426	-23344	44643	224564	-12185	-3107	-3107	-14764	2891	12318	-10683	200274	-12574	-13676	-13676	-22116	2545	-986	20052	114130	-14442	-3376	-3376	-11714	1403	-31196	33728	95112	-2965	2611	3592	-2770	1170	-14560	-981	12324	199913	-1949	308	5461	164	951	-18660	-5153	14281	106254	-2134	-983	-983	-6079	869	-26110	26894	53764	-1453	-2105	-2105	-4513	366	-6051	8406	65789	-1818	2350	2350	-945	377	-7110	6774	24870	-2042	-8486	-8486	-10511	333	430	6038	5120	-2299	5757	5757	25	319	-3278	-1142	10080	-549	137	137	-52	192	-1968	1952	12091	-908	609	609	-29	236	-1287	1256	6158	-406	1101	1101	63	209	-1532	313	13845	-35
Banks—Diversified	49579	57691	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X
JPM-PM, WFC-PZ, JPM-PK, BAC-PQ, WFC-PD	-1550	10857	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X

More Categories

Capital Efficiency

Asset Turnover, ROA, ROE, ROIC (...)

Costs & Expenses

Cost of Income, Income Tax, Interest, Operating, R&D (...)

Debt Management

Debt Ratio, Debt/Equity, Debt/Assets, Total Debt/Capitalization (...)

Dividends

Payout Ratio, Yield (...)

Graham

Debt/Assets, Earnings Yield, NCAV, Graham Net, Graham Number, PB, PTB, PE

Inventory & Operational

Operating Cycle, DIO, DSI, Fixed Asset Turnover ...

Long-Term Growth (per Share)

10Y/5Y/3Y Revenue, 10Y/5Y/3Y Net Income, 10Y/5Y/3Y Dividend, 10Y/5Y/3Y Operating CF (...)

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Benchmarked Fundamental Analysis (BFA)

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