Understanding the Stock One-Pager

The stock research page provides a comprehensive, single-page view of any publicly traded US company. Inspired by the Value Line Investment Survey, it combines key financial data, valuation metrics, and historical trends in a dense, professional layout.

Page Layout

Stock Header

At the top of the page, you'll find:

• Company Name & Ticker: The full company name with its stock ticker symbol
• Current Price: Real-time stock price (15-minute delayed)
• Investor Relations Link: Direct link to the company's IR website
• SEC Filings Link: Direct access to the company's SEC EDGAR filings

Performance Buttons

Below the header, performance buttons show returns over different time periods:

• 1D: One day performance
• 5D: Five day performance
• MTD: Month-to-date performance
• YTD: Year-to-date performance
• 1Y: One year performance
• 5Y: Five year performance

Green indicates positive returns, red indicates negative returns.

Valuation Chart

The main chart shows stock price versus fair value over time. See the separate guide on "Reading the Valuation Chart" for detailed information about interpreting this chart.

Key features:

• Log-scaled price axis for consistent percentage visualization
• Fair value line based on earnings or cash flow multiples
• Relative strength vs S&P 500
• Toggle between P/E, P/FCF, and P/CF valuation methods

Business Description

Below the chart, you'll find a company description sourced from the Financial Modeling Prep API, providing a brief overview of the company's business, products, and market position.

Peer Links

If available, links to peer companies are displayed, allowing quick navigation to compare similar businesses.

Financial Table

The financial table presents 5 years of historical data in a dense, Value Line-style format. Data is organized into 8 sections:

Per Share Data

• EPS (Diluted): Earnings per share on a diluted basis
• Dividends: Annual dividends paid per share
• Book Value: Shareholders' equity per share
• Operating Cash Flow: Cash generated from operations per share

Valuation Metrics

• P/E Ratio: Price-to-earnings ratio at year end
• Price/Book: Price-to-book value ratio
• Price/Sales: Price-to-sales ratio

Profitability

• Gross Margin: Gross profit as percentage of revenue
• Operating Margin: Operating income as percentage of revenue
• Net Margin: Net income as percentage of revenue

Returns on Capital

• ROE: Return on equity
• ROA: Return on assets
• ROIC: Return on invested capital

Scale Metrics

• Revenue: Total annual revenue
• Net Income: Annual net income
• Free Cash Flow: Operating cash flow minus capital expenditures
• Shares Outstanding: Diluted share count

Cash Flow Details

• Operating CF: Cash from operations
• Capital Expenditures: Investment in property, plant, and equipment
• Depreciation & Amortization: Non-cash charges
• Dividends Paid: Total cash dividends distributed
• Debt Repurchase: Principal payments on debt
• Share Buybacks: Cash spent on share repurchases

Balance Sheet

• Intangible Assets: Goodwill and other intangibles
• Retained Earnings: Cumulative net income minus dividends

Price Data

• Year-End Price: Stock price at fiscal year end

Interactive Features

Clickable Year Headers

Each year column header is clickable and links directly to the company's 10-K annual filing on SEC EDGAR. This provides quick access to the original source documents.

TTM Column

The rightmost column shows Trailing Twelve Months (TTM) data where available, providing the most current picture of the company's performance by rolling up the last four quarters.

Tooltips

Hover over metric names to see brief explanations of what each metric measures and how to interpret it.

Sidebar Charts

To the right of the financial table, three mini charts provide visual trends:

Growth Rates Table

Compound Annual Growth Rates (CAGR) for key metrics over 1, 3, and 5 year periods:

• Revenue growth
• EPS growth
• Book value growth
• Dividend growth

Profitability Chart

Visual representation of Revenue, Gross Profit, and Net Income trends over time, using a logarithmic scale.

Returns Chart

ROE, ROA, and ROIC trends visualized as line charts.

Cash Flow Chart

Operating Cash Flow, Free Cash Flow, and Capital Expenditures visualized to show cash generation and investment patterns.

Print Support

The one-pager is optimized for printing on A4 paper. When printed:

• Navigation elements and interactive components are hidden
• Layout adjusts for print margins (15mm)
• Colors are optimized for print
• Components avoid page breaks where possible

Use your browser's print function (Ctrl+P or Cmd+P) to generate a clean printed report.