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Stock Analysis Dashboard: Visualize Company Fundamentals

Conduct powerful stock analysis effortlessly. Our free dashboard provides a comprehensive visual overview of any company's financial health, historical performance, profitability ratios, and key growth metrics to support your fundamental analysis and investment decisions.

Explore the Dashboard Below

What is Stock Analysis? (And Why It Matters)

Stock analysis is the process of evaluating a particular stock or company to determine its potential as an investment. It involves examining financial data, company performance, industry trends, and economic factors to estimate a stock's intrinsic value and forecast its future prospects. The goal is to make informed buy, hold, or sell decisions based on data rather than speculation.

Conducting thorough stock analysis helps investors:

  • Understand a company's financial health and stability.
  • Assess its profitability and efficiency (e.g., ROIC / ROCE).
  • Identify potential competitive advantages (moats).
  • Gauge growth potential and compare valuation.
  • Reduce investment risk by avoiding fundamentally weak companies.

Our Stock Analysis Dashboard simplifies this process by visualizing key data points needed for effective fundamental analysis.

Stock Analysis

Dashboard Features for Better Stock Analysis

This interactive dashboard offers multiple views (tabs) to provide a comprehensive analytical picture:

  1. Company Overview: Get a quick snapshot including description, sector, key TTM metrics (P/E, ROIC, Yield, etc.), and historical charts for Revenue, Profitability, and Value.
  2. Historical Performance (5 & 10yr): Analyze long-term trends with CAGR for Revenue, EPS, FCF, Dividends, and Equity. Assess average Margins and Return metrics (ROIC, ROCE, CROIC, Cash Conversion) over time.
  3. Income Margins Breakdown: Visualize trends in Gross, Operating, and Net Margins. Understand cost structure with R&D, SG&A, Interest, and Tax expenses as a % of Revenue.
  4. Growth / Return Deep Dive: Chart historical growth rates and key return metrics like ROE, ROIC, and ROCE year-by-year.
  5. Value / Yield Analysis: Assess valuation using historical charts for P/E, R&D-adjusted P/E, PEG, EV/Operating Profit, P/S, P/B, FCF Yield, Payout Ratio, and Dividend Yield.
  6. Debt / Liquidity Check: Track leverage (Debt/Equity, Debt/Asset), solvency (Interest Coverage), and cash conversion over time. Monitor Shares Outstanding.
  7. Stock Peers Comparison (Unique Feature): Benchmark the company against industry peers across crucial metrics like growth, margins, returns (ROIC), yield, and solvency using dedicated ‘Stock Peers’ tabs.
  8. Near Real-Time Updates: Access data refreshed approximately every three hours.

Understanding Key Metrics for Stock Analysis (via the Dashboard)

The dashboard presents crucial metrics across its different views. Here's how to interpret some key ones:

Assessing Growth Trajectory (Use 'Historical Periods' & 'Growth / Return' Views)

  • Revenue Growth: Look for steady, long-term increases on the charts. Is the company consistently expanding sales? Check the 1/3/5/10yr CAGR figures and compare to peers in the 'Stock Peers' views.
  • Earnings (EPS) Growth: Is profitability growing? Consistent EPS growth is vital. Check historical charts and CAGR figures.
  • Free Cash Flow (FCF) Growth: Does the ability to generate real cash improve over time? Crucial for dividends, buybacks, debt reduction. Examine historical charts and CAGR.

Evaluating Profitability & Efficiency (Use 'Income Margins' & 'Growth / Return' Views)

  • Margins (Gross, Operating, Net): Are margins stable or expanding on the charts? High/stable margins often indicate pricing power or cost advantages. Compare R&D/SG&A trends.
  • Return Metrics (ROE, ROIC, ROCE): How effectively does the company use capital? Check historical charts. Consistently high returns (e.g., ROIC > 15%) often signal a quality business.

Checking Financial Health & Valuation (Use 'Debt / Liquidity' & 'Value / Yield' Views)

  • Debt-to-Equity (D/E) Ratio: Assess leverage on the chart. High D/E can mean higher risk. Also check Interest Coverage.
  • Valuation Ratios: Compare current TTM ratios to historical averages (visible on charts) and industry peers ('Stock Peers' views) to gauge relative value. Context is key – low isn't always good, high isn't always bad.

Ready to analyze a stock? Use the dashboard below!

How to use the Stock Analysis Dashboard

Getting started with the dashboard is straightforward:
  • Search for a Company: Click the ‘Business Search’ dropdown list (top middle). Type the company name or ticker symbol in the search box that appears. Select the desired company from the results.

Screenshot Example of Business Search

Click on the drop down list in the dashboard below and enter the business name or stock symbol in the search box.
  • Navigate Different Views: The dashboard has multiple pages offering different analyses. Use the tabs/buttons at the top (e.g., ‘Overview’, ‘Historical Periods’, ‘Income Margins’, ‘Growth / Return’, ‘Value / Yield’, ‘Debt / Liquidity’, ‘Stock Peers’) OR the arrows/page numbers at the bottom of the dashboard to switch between these views.
  • Adjust Timeframe: Use the ‘Year Range’ slider (top right) to focus on specific historical periods if needed (available on most views except Overview and Peers).
  • Interpret the Data: Use the charts and metrics within each view to assess the company’s performance, health, valuation, and comparison to peers. Refer to the “Understanding Key Metrics” section above and our Stock Investing Glossary.

    • Stock Analysis Dashboard

    Use this tool to visualize and analyze company fundamentals. Data refreshes approximately every three hours.

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    Please suggest improvements to this dashboard by providing feedback via the Contact page.

    Disclaimer: The accuracy of the data in this dashboard is not guaranteed. It is highly recommended that you perform your own due diligence before making an investment decision by directly reviewing the business’s annual report and accompanying financial statements.

    Detailed Instructions for the Stock Analysis Dashboard

    Searching for the Business

    • Search for the desired business in the ‘Business Search’ dropdown using the search box.

    Interpreting the Results

    • Metrics on the ‘Overview’ and ‘Peer Comparison’ views are generally current or based on Trailing Twelve Months (TTM).
    • Historical charts shown in views like ‘Historical Periods’, ‘Income Margins’, ‘Growth / Return’, ‘Value / Yield’, and ‘Debt / Liquidity’ are typically based on annual financial statements. TTM metrics may also be displayed on these charts for current context (often in the top right).
    • Navigate between views using the tabs at the top or arrows/page numbers at the bottom.
    • To understand specific stock metrics, refer to our Stock Investing Glossary.

    Estimating Fair Value

    • To estimate fair value, use our Intrinsic Value Calculator. Input your assumptions about future growth and profitability.
    • Use our Reverse DCF Calculator to see the growth expectations embedded in the current stock price as a reality check.

    Other Information

    • To find businesses meeting specific criteria, use the Stock Screeners.
    • Best viewed on desktop; use landscape orientation on mobile.

    Further Information on Stock Analysis

    For more on the metrics used here and general value investing principles, explore resources like Investopedia’s 5 Must-Have Metrics for Value Investors article, or dive deeper into specific concepts in our Learn section.

    Use the Stock Analysis Dashboard above to apply these concepts to real companies!

    Disclaimer: Stock Investor IQ provides financial data & tools for informational and educational purposes only. We are NOT investment advisors, brokers, or investment companies, and nothing herein constitutes investment advice or recommendations. Information is provided ‘as is’ from third-party sources without guarantees of accuracy, completeness, or timeliness. Investing involves risk, including potential loss of principal. Always conduct your own thorough due diligence before making any investment decisions. Stock Investor IQ is not liable for any losses resulting from the use of this information. See our full Terms of Use for details.

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