Fundamental metric columns

Also seen as: results columns, results-table columns

What does each results column show?

Every column appears on at least one tab, and several appear on more than one. The Unit line is the small second line under the header, shown only where the measurement basis needs stating.

The six growth columns all read the same way: a trailing-twelve-month or point-in-time figure compared with the same figure a year earlier. That shared measurement basis is explained in TTM and YoY.

Which columns have a page of their own?

Four of the 35 have their own concept page, because the same term appears elsewhere in the product and not only as a column header: instrument behind Symbol, asset subtype, Sharpe ratio, and beta. A fifth page covers no column of its own: TTM and YoY is the shared measurement basis behind the six growth columns. The remaining columns are defined in the table above and in the header hint each one carries in the app; every column in the results table has help on hover today.

Sharpe and Beta here describe the individual instrument's own price history, not a strategy's. They are not the same figures a backtest reports for a strategy over a chosen period, and the two should not be read against each other.

Defaults in Fincanva

• Columns are grouped by tab, and switching tabs changes the columns rather than the instruments — the same matches are shown throughout.
• Every tab starts with Symbol and Asset type, so a row stays identifiable whichever tab you are on.
• The Columns button hides or shows columns for the tab you are on; the choice is remembered per tab.
• Any column header sorts the table, and sorting is applied across the whole result set, not just the rows currently on screen.
• A cell with no value available reads as a dash rather than a zero — a missing reading and a reading of zero are not the same thing.
• Return and growth columns are colour-tinted, and the 1Y sparkline takes its colour from the sign of its return.
• Column values describe the instrument as it reads now. A screener's filters decide which instruments appear; the columns only report on them.

Worked example: reading one row across the tabs

One match — a mid-size industrial company — read across all five tabs.

• Overview places it: the Symbol cell names it with its exchange and ticker, Asset type reads Stock, Market Cap puts it in the mid-size band, and Exchange, Country, Sector, and Industry classify it. The 1Y cell shows its twelve-month return beside a sparkline of the path it took to get there.
• Returns breaks that path down: 1Y, YTD, 1M, and MTD are four different windows on the same price series, so a strong 1Y beside a weak MTD simply means a good year with a soft current month. Sharpe and Beta add how choppy the ride was and how closely it tracked the market.
• Fundamentals turns to the accounts: Sales gives the trailing-twelve-month revenue level, and the six growth columns beside it give the direction of travel against the year before. D/E, Quick ratio, and ROE describe leverage, short-term liquidity, and profitability.
• Ratios prices those accounts: EV alongside Market Cap, then P/E, P/S, P/FCF, P/BV, and EV/EBITDA as five different ways of dividing price by a fundamental, plus FCF yield as the inverse view of P/FCF.
• Dividend covers the payout: Last Price, Div per share, Div yield, and Payout ratio — the last of these showing how much of earnings the dividend consumes.

Read in that order the row goes from what it is, to how its price behaved, to what the business did, to what you pay for it, to what it pays you. No single column answers a question on its own; each tab is one lens on the same instrument.

These figures describe what an instrument reads on historical and current data, not what it will do. Fincanva provides no financial advice — see Is this financial advice?.