This analysis was performed using Fundamental and Stock market data provided with XBRLAnalyst for Excel The original data and all the analysis is available in the Excel file To say that the global economy is volatile would be an understatement. Inflation – caused among other factors by the war in Ukraine with no end in sight – has pushed energy and food prices to near unbearably levels for many. In response, central banks are expected to hike interest rates. This will affect investment and could push economies into prolonged recession. With interest rate hikes and low growth/ recession for maj ..read more

This analysis was performed using Fundamental and Stock market data provided with a subscription of XBRLAnalyst for Excel The original data and all the analysis is available in the Excel file REVENUE SEGMENTATION THROUGH XBRLAnalyst The financial information of many companies is readily available online for all to access – whether through their websites or other financial platforms. However, this information is mostly available in PDF form, requiring copy-and-paste tools to transmit to excel for data analysis and decision-making, which can be time-consuming. This task gets even more exhausting ..read more

This analysis was performed using Fundamental and Stock market data provided with XBRLAnalyst for Excel The original data and all the analysis is available in the Excel file To say that the global economy is volatile would be an understatement. Inflation – caused among other factors by the war in Ukraine with no end in sight – has pushed energy and food prices to near unbearably levels for many. In response, central banks are expected to hike interest rates. This will affect investment and could push economies into prolonged recession. With interest rate hikes and low growth/ recession for maj ..read more

Introduction Cryptocurrency or Crypto has dominated the world and has become a major talking point globally after rising in value by 450% in the last six months. The most popular cryptocurrency, Bitcoin (BTC), has more than doubled since the beginning of 2021 when it reached $20,000 in December 2020 from $7,000 in April 2020. Currently,  Bitcoin is valued at around $60,000 after hitting a record high of $63,000. It has been forecasted by many financial analysts to be worth $100,000 before the end of 2021. Ethereum (ETH), the second most valuable Cryptocurrency after Bitcoin, has also rise ..read more

Introduction Investing in stocks is always a delicate and complex task where you will have to understand the market dynamics, local financial laws and regulations. Generally, there are two types of analysis i.e., technical and fundamental. Technical analysis is often done by Day Brokers whose objective is to gain profit within a short period of time (some hours, days, or weeks) whereas fundamental analysis is performed by the financial analysts and stocks investors whose objective is to grow wealth on a relatively longer period but with less risk. Here we will concentrate on the fundamental an ..read more

The importance of environmental, social, and governance (ESG) issues rises on the list of financial risks that investors would like to have more information about from the companies they follow. In the recent article Accounting for values and valuation, McKinsey interviewed a Board Member at SASB on why it is important to disclose sustainability information around ESG. SASB is actively working towards standardization of ESG disclosures and has just received an approval by XBRL US Domain Steering Committee for their new XBRL taxonomy. Once FASB approves adding that taxonomy to the XBRL Standard ..read more

If there would be a number to keep track with banking sector, that should be related to efficiency ratio, the percentage of the bank’s net revenue as to operating cost. Aside from measuring the available revenue that can be set aside for taxes, dividends and future losses, efficiency ratio is also contributing to book value and share pricing.  Meaning, the lower the ratio, the better it is.   Lets take these bank samples which were popularly held by hedge funds.  As mentioned in the article, financial sector is expected to gain more for the coming m ..read more

Companies have different strategies to generate income. Aside from the normal operating activities, financing and investing activities should not be also set aside, especially if having  positive contribution to the overall performance of the companies’ profit and cash flows.  To better illustrate this idea, we analyzed EBAY and AMZN on their investments for the past 7 years.   Using XBRLAnalyst, we got values on various accounts from their fiscal year filings starting from year 2010.  We used “Historical Data” feature and chose some metrics and ratios to analyzed. &nb ..read more

We have been checking around for something to analyze with XBRLAnalyst. Then, we stumbled on this article suggesting of some valuable investments to start with. Of course, we geared up and quickly started a futuristic approach that we think might be helpful to our investors decide if these stocks are really worthy of their hard-earned money and retirement pay.   Since we are hopefully getting the attention of our dear senior citizens (as per the article), we will be getting the present value of the future returns by one of the suggested companies “CVS” by using Weighted Average Cost of Ca ..read more

Since first quarter of the year is over, it is now again the best time to build some comparison reports based on financial insights shared by professionals and spectators in the market. Hence, we would like to share this article where AAPL was again declared one of the top gainers of this year’s Q1.  Our team, determined to giving the best financial analysis services, also had used AAPL’s data in presenting a comparative reports using  Compounded Annual Growth Rate (CAGR). We all know that CAGR is useful in comparing performance of businesses or investments having vola ..read more