Relative Valuation

Relative Valuation

Relative Valuation is a method of valuing an asset by comparing it to other, similar assets. In stock analysis, it is best used when comparing direct competitors, or at least companies in similar industries. It is not an entirely fair comparison if used on companies...
CAGR (Compound Annual Growth Rate)

CAGR (Compound Annual Growth Rate)

The CAGR is a mathematical formula that smooths the rate of return. It is useful when dealing with volatile returns over several periods, where it is harder to calculate an average return. It is calculated as: CAGR   =   ( EV / BV)1 / n – 1 Where… EV = Investment’s...
Sector Groups and Sectors

Sector Groups and Sectors

In the Toolset Essentials topic list, there is an article about how to search and filter by sector and sector group. Below is additional information, showing exactly which sectors are included in which sector groups.   Sector Group Sector Chemicals Agricultural...
Robur Score

Robur Score

This is a percentage score calculated by Robur Investment Resources, providers of the fundamental data. It’s designed as an aid to shortlisting investing opportunities that might otherwise be missed. The higher the percentage, the more intrinsically interesting....
Solvency (Robur-M / Altman-Z)

Solvency (Robur-M / Altman-Z)

The Solvency metric in the screener is the Robur-M metric. This an adjusted version of the Altman-Z score, created by Robur Investment Resources, who provide the fundamental data. Originally published in 1968 by Edward Altman, an assistant professor of finance at New...