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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
IVZ	-81	-60	-324	21	45	-280	-21	-148	254	-34	1136	1300	-173	114	182	-244	-164	-585	3138	-451	503	696	-371	106	195	-368	-192	-966	2736	-605	969	1078	-294	140	205	-847	-108	117	5410	-2497	1115	1230	-68	188	203	-865	-115	-285	3925	-791	992	1116	185	207	177	-1425	-124	201	3778	-2150	726	828	-53	172	142	-2898	-102	1540	3333	-714	1259	1370	422	175	116	-961	-111	169	5203	-2438	-18	129	-490	159	101	-990	-147	470	3105	-142	929	1053	-177	150	93	-664	-124	23	4230	-1573	1067	1200	47	138	89	-1827	-133	862	4693	692	780	-242	133	88	-239	-88	-59	4628	-1461	720	819	-83	136	95	-82	-99	-645	3481	-745	857	964	-16	115	117	348	-107	-1322	3603	-544	289	379	-316	117	96	-337	-89	-65	2973	-362	323	362	-118	90	77	-102	-39	-100	112	-397	411	495	-158	97	47	-68	-84	-666	309	-117	877	913	127	64	-46	-36	-740	260	-76	469	506	-195	216	-284	-37	-183	18	430	469	151	94	30	-38	-286	38	113	214	65	389	-110	-100	-126	204	269	37	356	-107	-65	-134	362	450	8	337	-148	-87	-302	388	487	-21	299	-577	-99	41	561	654	-63	164	-462	-92	-251	358	450	-112	166	-81	-91	-209	-174	126	-178	78	-332	-301	161	-210	386	49	30	-615	-597	333
Asset Management	134	213	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X	XXX X
PFG, STT, AMG, AMP, BK, BEN, TROW, SEIC	1191	1377	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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