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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
PFG	567	584	30	9	-1343	-16	219	2555	-4	3690	3792	1934	99	272	-1346	-102	-2585	11079	-764	3056	3172	2379	91	295	1058	-116	-1715	21583	-302	3088	3218	1546	96	275	-5658	-129	1921	13695	-1	3629	3738	2081	87	251	-5025	-108	1621	11863	-78	5360	5493	3860	82	226	-7688	-132	1733	9461	-32	5064	5156	3478	77	205	-5702	-92	1052	10030	-1	4023	4188	2428	82	195	-4052	-164	-384	10156	-72	3702	3857	2416	84	186	-5153	-154	1450	9633	-930	4240	4377	2764	84	193	-3167	-136	-508	8188	-52	2966	3102	1812	75	169	-1172	-136	-2438	8756	-218	2161	2221	1671	68	153	-1226	-59	-2800	9278	-218	3042	3080	2554	63	141	-1611	-38	-126	7951	-519	2656	2713	511	43	115	-202	-56	-1554	6741	-12	2770	2791	1092	47	164	27	-21	-3182	6845	-11	2216	2243	980	37	138	1026	-26	-3637	8007	-468	2119	2224	1350	31	145	-2917	-105	1956	4551	-83	2746	2960	1164	487	-4499	-213	1292	9365	-115	2198	2278	2484	344	-3912	-79	1585	7137	-21	2123	2384	1429	101	-1608	-260	414	6005	-72	1866	2255	2938	321	-3178	-389	182	15851	-447	2332	3713	1216	694	-2548	-1381	-511	72563	-85	4299	5564	1453	615	-4078	-1265	-1008	63377	-110	2596	3944	3163	723	-3698	-1348	-549	52345	-7443	2334	2637	92	549	-1273	-303	-1006
Insurance—Diversified	4972	6375	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X
IVZ, STT, AMG, AMP, BK, ARES, BEN, TROW, SEIC	895	1059	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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