NEWS BITES - NORTH AMERICA
The Boeing Company (NYSE:BA), the NYSE's largest Aerospace company by market cap, has dropped $5.59 (2.7%) from its previous trading session to close at $204.32. Compared with the S&P 500 Index which fell 27.3 points (0.7%) in the day, the relative price change was -1.9%. Today the stock traded at its four-day low of $204.20.
The price is at a discount of 4.9% to the 1-month Volume Weighted Average Price (VWAP) of $214.90. This may appeal as a value proposition.
There were 11,103,300 shares worth $2.3 billion traded today. The volume was 0.4 times the average daily trading volume of 30.2 million shares.
TODAY'S INSTITUTIONAL NEWS FROM Q4 2020 REPORTS TOP BY TRANSACTION VALUE:
Gateway Investment Advisers LLC books some of its profits in Boeing
Gateway Investment Advisers LLC decreased its net position in Boeing by 13,376 shares (or 6.6%) in Q4/2020.
In SEC filings for Q3/2020, Gateway Investment Advisers LLC (CIK:0001114618) was ranked 105 out of 1641 institutional shareholders of Boeing (NYSE:BA). During the quarter the Volume Weighted Average Price (VWAP) of Boeing was USD195.02, valuing the 13,376 shares at USD2.6 million.
At December 31 Gateway Investment Advisers LLC held 188,365 Boeing shares worth USD36.7 million.
Bullish Turning Point
Williams % R
The stock is oversold according to the Williams % R indicator of -84.0, suggesting the price is close to its 14-day low. The Williams % R was previously -56.9.
BA Stock Dashboard [traded in US Dollar, USD]
Jan 15 close | $204.32 | Shares Outstanding | 564,529,686 |
Ave Daily Volume | 30,249,941 shares | No. Held by Institutions | 286,817,522 |
52-Week Range (In USD) | 89.00 - 347.89 | % of shares outstanding | 50.8% |
Dividend Yield | 1% | Market Cap | $115.3 billion |
Sector | Aerospace |
Primary Exchange and Other Listings: Trading Currency and Volume
Exchange | Ticker | Currency | Last | ADVT | Vol % of Total | Today's VI |
New York | BA | USD | 204.32 | 30,031,939 | 99.8 | 0.4 |
Xetra | BCO | EUR | 170.9 | 27,933 | 0.1 | 0.6 |
London | BOE | USD | 207.93 | 52,852 | 0.1 | 0.1 |
Total | 100.00 |
1 USD= 1.2214 EUR;
ADVT= Avg. Daily Volume of Trading; VI= Volume Index (1 is avg)
BA Financials Summary: EPS fell to -$1.12 in FY2019
+ Net profit slumped from a loss of $10.5 billion in FY2018 to a loss of $636 million in FY2019.
+ Earnings Per Share (EPS) fell from $18.05 in FY2018 to -$1.12 in FY2019.
Year ended Dec | FY2019 | FY2018 | FY2017 |
Sales ($ B) | 76.6 | 101.1 | 94 |
Pretax ($ B) | (2.3) | 11.6 | 10.1 |
Net ($) | (636M) | 10.5B | 8.5B |
EPS ($) | (1.12) | 18.05 | 14.03 |
INDEX
SECTION 1 Recent News
SECTION 2 Corporate Profile and Independent Ratings
SECTION 3 Today's Bearish Signals
SECTION 4 Ongoing Bearish Parameters
SECTION 5 Today's Bullish Signals
SECTION 6 Ongoing Bullish Parameters
SECTION 7 Insider Buying and Ownership
SECTION 8 Patents
SECTION 9 Financials
SECTION 10 Peer Group Analysis & Ranking
SECTION 11 Q3/2020 Institutional Shareholder Activity
SECTION 12 News Archives (Dec 2018 - Sep 2020)
Glossary
DATA DOWNLOAD CENTER
BA: EXCEL TABLES ARE AVAILABLE TO EXPORT DATA:
+ PRICE VOLUME - 5-YEAR HISTORY
+ FINANCIALS - 10-YEAR HISTORY [INCLUDING Q3/2020]:
+ PEER COMPARISON - STOCK IN AEROSPACE SECTOR AND STOCK IN INDICES
+ PATENTS - CATEGORISED LIST OF 5-YEAR HISTORY OF 7546 [INCLUDING 21 IN CURRENT WEEK]:
BA: LINKS IN HTML TO FURTHER INFORMATION:
+ NEWS ARCHIVES - BA PAST 3 YEARS IN HTML:
SECTION 1 Recent News
1.1 FY 2020
Boeing tumbles 34% in 2020, in bottom 11% of the market
The Boeing Company (NYSE:BA), the NYSE's largest Aerospace company by market cap, has tumbled $109.77 (or 33.9%) in 2020 to close at $214.06. Compared with the S&P 500 Index which has risen 16.3% in 2020, this is a relative price change of -50.2%.
The stock has underperformed 90% of NYSE-listed stocks in 2020. Market Capitalization has slumped by $62.5 billion to $120.8 billion.
Average daily volume of 26.4 million shares in 2020 was 4.9 times the average daily volume in 2019.
1.2 Institutional News [Updated January 15, 2021]
Institution Name (CIK) | Rank on Sep 30, 2020 | Sep 30, 2020 | Dec 31, 2020 | Increase % | *Today's Market Value $ million |
Huntington National Bank (0000049205) | 134 | 139,701 | 164,220 | 17.6 | 34.5 |
Cacti Asset Management (0001452208) | 126 | 151,731 | 158,231 | 4.3 | 33.2 |
Sowell Financial Services (0001633697) | 271 | 41,167 | 41,957 | 1.9 | 8.8 |
IFM Investors (0001698246) | 291 | 35,582 | 41,443 | 16.5 | 8.7 |
Louisiana State Employees Retirement System (0001537191) | 348 | 26,900 | 32,900 | 22.3 | 6.9 |
Symphony Financial (0001800687) | 1139 | 2,549 | 27,100 | 963.2 | 5.7 |
First Citizens Bank & Trust Co (0001092203) | 366 | 24,997 | 26,074 | 4.3 | 5.5 |
Kmg Fiduciary Partners (0001773205) | 417 | 19,071 | 21,237 | 11.4 | 4.5 |
Raymond James Trust N.A. (0001088950) | 422 | 18,715 | 20,347 | 8.7 | 4.3 |
Abner Herrman & Brock (0001038661) | 416 | 19,093 | 19,138 | 0.24 | 4 |
Davenport & Co (0000887777) | 437 | 17,711 | 18,617 | 5.1 | 3.9 |
Farmers & Merchants Trust Co of Long Beach (0001737090) | 470 | 15,178 | 15,895 | 4.7 | 3.3 |
Brookstone Capital Management (0001599584) | 906 | 4,286 | 15,524 | 262.2 | 3.3 |
Fulton Bank (0000883782) | 487 | 13,925 | 14,783 | 6.2 | 3.1 |
Redpoint Investment Management (0001732538) | 565 | 10,584 | 11,361 | 7.3 | 2.4 |
True Private Wealth Advisors (0001667074) | 544 | 11,172 | 11,291 | 1.1 | 2.4 |
Global Retirement Partners (0001749744) | 574 | 10,436 | 11,200 | 7.3 | 2.4 |
Ims Capital Management (0001343916) | 755 | 6,061 | 10,386 | 71.4 | 2.2 |
Kovack Advisors (0001728321) | 630 | 8,679 | 9,872 | 13.7 | 2.1 |
Trust Company of Toledo NA (0001008937) | 699 | 7,175 | 7,484 | 4.3 | 1.6 |
*Today's Market Value in $ million of holdings as at December 31, 2020.
Institution Name (CIK) | Rank on Sep 30, 2020 | Sep 30, 2020 | Dec 31, 2020 | Decrease % | *Today's Market Value $ |
Gateway Investment Advisers (0001114618) | 105 | 201,741 | 188,365 | 6.6 | 39.5 million |
State of Alaska, Department of Revenue (0001370102) | 175 | 90,504 | 86,260 | 4.7 | 18.1 million |
Lawson Kroeker Investment Management (0001013701) | 313 | 31,795 | 30,705 | 3.4 | 6.4 million |
Crossmark Global Holdings (0001539204) | 412 | 19,698 | 18,865 | 4.2 | 4 million |
Webster Bank (0001105837) | 476 | 14,564 | 13,367 | 8.2 | 2.8 million |
Burns J W & Co (0001047339) | 519 | 12,454 | 12,370 | 0.67 | 2.6 million |
Uncommon Cents Investing (0001729754) | 591 | 9,905 | 9,545 | 3.6 | 2 million |
TNB Financial (0001561790) | 623 | 8,900 | 8,890 | 0.11 | 1.9 million |
West Oak Capital (0001387399) | 616 | 9,079 | 8,399 | 7.5 | 1.8 million |
Peoples Financial Services. (0001056943) | 636 | 8,565 | 8,065 | 5.8 | 1.7 million |
Rockland Trust Co (0000084616) | 681 | 7,600 | 6,735 | 11.4 | 1.4 million |
Park National (0000805676) | 727 | 6,516 | 6,352 | 2.5 | 1.3 million |
Wallington Asset Management (0001426754) | 749 | 6,161 | 6,026 | 2.2 | 1.3 million |
Sonora Investment Management (0001418539) | 701 | 7,156 | 5,786 | 19.1 | 1.2 million |
Diversified Trust Co (0001479844) | 753 | 6,103 | 5,764 | 5.6 | 1.2 million |
Carroll Financial Associates (0001567784) | 768 | 5,780 | 5,514 | 4.6 | 1.2 million |
Indiana Trust & Investment Management Co (0001356407) | 867 | 4,658 | 4,358 | 6.4 | 914,744 |
NuWave Investment Management (0001536141) | 849 | 4,822 | 4,300 | 10.8 | 902,570 |
City Holding Co (0000726854) | 905 | 4,293 | 4,003 | 6.8 | 840,230 |
Pure Financial Advisors (0001571556) | 928 | 4,064 | 3,892 | 4.2 | 816,931 |
*Today's Market Value in $ of holdings as at December 31, 2020.
1.3 Financial News
Quarterly Report (Q3/2020):
October 28, 2020
Quarterly Report Analysis Q3 2020: Boeing reports 19.8% sequential rise in Quarterly Revenue
Boeing (NYSE:BA), announced total revenue of $14.1b for the quarter-ended 30 September 2020 [Q3/2020], up 19.8% from the previous quarter [Q2/2020] and down 29.2% from the year-earlier period [Q3/2019].
Compared with the Previous Corresponding Period [PCP; Q3/2019], year-over-year [y.o.y.] Revenue was down 29.2%.
Read more in SECTION 9 on Financials
1.4 Press Releases
October 29 2020: Boeing Reports Third-Quarter Results
Financial results continue to be significantly impacted by COVID-19and the 737 MAX grounding
Proactively managing liquidity and transforming for thefuture
Revenue of $14.1 billion, GAAP loss per share of ($0.79) and core(non-GAAP)* loss per share of ($1.39)
Operating cash flow of ($4.8) billion; cash and marketablesecurities of $27.1 billion
Total backlog of $393 billion, including more than 4,300 commercialairplanes
Source: SEC
October 27 2020: Boeing: Document and Entity Information
Cover Oct. 26, 2020 Cover [Abstract] Document Type 8-K Document Period End Date Oct. 26, 2020 Entity Registrant Name BOEING CO
Source: SEC
October 27 2020: Boeing: 364-DAY CREDIT AGREEMENT
THE BOEING COMPANY, a Delaware corporation ("TBC" or the "Company"), for itself and on behalf of the other BORROWERS (as defined below), the LENDERS (as defined below), CITIBANK, N.A. and JPMORGAN CHASE BANK, N.A., as joint lead arrangers and joint book managers, JPMORGAN CHASE BANK, N.A., as syndication agent, and CITIBANK, N.A., in its capacity as administrative agent for the Lenders (in such capacity, the "Agent"), agree as follows:
Source: SEC
1.5 People's News
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Edmund P. Giambastiani, has been awarded Phantom Stock Units on 242 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Susan C. Schwab, has been awarded Phantom Stock Units on 406 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Lynn Good, has been awarded Phantom Stock Units on 436 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Caroline B. Kennedy, has been awarded Phantom Stock Units on 242 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Independent Director John M. Richardson, has been awarded Phantom Stock Units on 242 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Independent Director Steven M. Mollenkopf, has been awarded Phantom Stock Units on 406 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Robert A. Bradway, has been awarded Phantom Stock Units on 406 shares. The transaction date was January 04. The shares last traded at $211.03.
Wed Jan 06, 2021
Boeing (NYSE:BA) Director Ronald A. Williams, has been awarded Phantom Stock Units on 430 shares. The transaction date was January 04. The shares last traded at $211.03.
Thu Dec 17, 2020
David L. Calhoun's performance as Chief Executive Officer of Boeing is ranked in the second quartile of BuySellSignals' performers by EBITDA growth in NYSE for the quarter - ended September 2020 compared with the previous corresponding quarter - ended September 2019. Among 1253 stocks that have reported for the September quarter in NYSE so far, Boeing was ranked 419, a percentile rank of 67.
Thu Dec 17, 2020
Boeing (NYSE:BA) Executive Vice President Leanne Caret holds 59,248 shares worth $13.4 million at the last price of $225.87, a rise in value by $3.5 million (35.1%). Three months ago Leanne Caret held the same number of shares and the price was $167.46.
Wed Oct 21, 2020
John J. Tracy's performance as Chief Technology Officer of Boeing (NYSE:BA) is ranked 5 by US Patents issued in the past year out of 2,075 NYSE listed companies. This corresponds to a percentile ranking of 99.5. A total of 36,759 US patents were issued to NYSE listed companies in the past year, an average of 17.7 patents per company. Boeing received 1,315 US Patents in the past 12 months; 74 times average.
1.6 Recent Business News Round Up: CNBC
December 17 2020: Boeing
Boeing CEO David Calhoun told CNBC that the jet maker was not planning a massive stock sale to cut debt, as suggested in a Morgan Stanley analyst report. Separately, Boeing is said to be hiring up to 160 pilots that it will embed at airlines to ensure a smooth comeback for its 737 Max jet's return to service, according to people familiar with the matter who spoke to Reuters.
Source: CNBC
1.7 Stock Buzz
Source: The Wall Street Journal
News Date | Headline |
Jan 11, 2021 | Thinking about trading options or stock in Eli Lilly, Gilead Sciences, GameStop, Boeing, or Roku? |
Dec 29, 2020 | Boeing's 737 MAX Returns to U.S. Commercial Service |
Dec 08, 2020 | Thinking about buying stock in Pfizer, Nio, Lexicon Pharmaceuticals, Oncolytics Biotech, or Boeing? |
Source: Bloomberg
News Date | Headline |
Jan 11, 2021 | Indonesia Says Boeing Jet Broke Apart Upon Impact |
Jan 08, 2021 | Boeing to Pay $2.5 Billion to Settle 737 Max Fraud Charge |
Jan 06, 2021 | Boeing to Release Fourth-Quarter Results on January 27 |
Jan 05, 2021 | Boeing Company Invests $100,000 in Youth, Technology, and Conservation with the National Forest Foundation: in Green Drone AZ |
Dec 31, 2020 | U.S. Widens Tariffs on EU Imports in Airbus, Boeing Fight |
Dec 30, 2020 | Boeing's 737 Max Returns to U.S. Skies |
Source: Other Publishers
News Date | Headline | Publisher |
Jan 14, 2021 | Traynor Capital Management Inc. Has $823,000 Stake in The Boeing Company (NYSE:BA) | theenterpriseleader.com |
Jan 14, 2021 | Charles Schwab Trust Co Invests $984,000 in The Boeing Company (NYSE:BA) | modernreaders.com |
Jan 14, 2021 | Major Boeing customer readies for more 777X delays | The Business Journals |
Jan 13, 2021 | Boeing Co (NYSE:BA) Enters $2.5 Billion Deferred Prosecution Settlement For Deceiving Regulators Over the 737 Max Plane | Bol |
Jan 13, 2021 | One Of Boeing s Most Important Customers Says 777X Debut Could Slip Beyond 2022 | International Business Times |
Jan 12, 2021 | Boeing Delivered 157 Aircrafts In 2020, Its Worst Showing In Decades | Benzinga.com |
1.8 Analyst Recommendations: Past Month
Date | Brokerage | Current Rating | Price Target |
Jan 04, 2021 | Royal Bank of Canada | Buy | 307 |
Jan 03, 2021 | Royal Bank of Canada | Buy | 307 |
Jan 02, 2021 | Royal Bank of Canada | Buy | 307 |
Jan 01, 2021 | Royal Bank of Canada | Buy | 307 |
Dec 28, 2020 | Royal Bank of Canada | Buy | 307 |
SECTION 2 Corporate Profile and Independent Ratings
2.1 Activities
The Boeing Company (Boeing) is involved in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services. The Company operates in five principal segments: Commercial Airplanes, Boeing Military Aircraft (BMA), Network and Space Systems (N&SS), Global Services and Support (GS&S) and Boeing Capital Corporation (BCC). BMA, N&SS and GS&S comprise the Company's Integrated Defense Systems (IDS) business. The Other segment classification principally includes the activities of Engineering, Operations and Technology (EO&T), an advanced research and development organization focused on technologies, processes and the creation of new products. In December 2008, Boeing announced that it has completed its acquisition of Federated Software Group, whose engineering services and software system help track and distribute equipment and personnel for the United States Department of Defense.
2.2 Contact Details
Website | http://www.boeing.com |
Physical Address | 100 North Riverside Plaza,Chicago,IL,60606-1596 |
Phone | +1 312 544-2000 |
Fax | 5442082 |
charles.n.bickers@boeing.com |
2.3 Industry & Sector
Classification Level | Name of Sector |
Business Sector | Industrial Goods |
Industry Group | Aerospace & Defense |
Industry | Aerospace & Defense |
Economic Sector | Industrials |
2.4 North American Industry Classification System [NAICS]
Code: 336411
Industry Title: Aircraft Manufacturing
2.5 Independent Ratings
+ Just Capital:
The Boeing Company was ranked 72 in the Just Capital annual list of top 100 ESG stocks for 2019; it was ranked 2 in the Aerospace & defense sector.
+ Fortune 500:
It was ranked 60 by total revenues in the Fortune 500 annual list for 2017; an improvement over a year from rank 61 in 2016.
+ Industryweek 1000:
It is a new entrant in the Industry Week list of the world's largest 1000 manufacturers by Revenues in 2016, ranked 29.
+ Newsweek 500:
It was ranked 65 by Newsweek and Corporate Knights Capital in the World's 500 Greenest Companies 2016. It had outstanding scores of 11.5% in Water productivity, 9.9% in Waste productivity and 8.2% in Carbon productivity.
+ Clarivate 100:
It is ranked in the Top 100 innovators by Clarivate Analytics.
+ FT 500:
It is the 52nd largest by revenue in the FT Global 500.
+ PwC 100:
It is a new entrant in PwC's list of Top 100 Global companies; ranked 73rd by MCap as at March 31, 2015.
+ Forbes 2000:
It is the 78th largest by revenue in the Forbes Global 2000.
SECTION 3 Today's Bearish Signals
3.1 Momentum Down 1.5% Past Week
Boeing underperformed the S&P 500 index in 4 out of 5 days. The price ranged between a low of $206.79 on Monday, Jan 11 and a high of $212.71 on Thursday, Jan 07.
Day | Boeing | Close price [$] | Price change % | Relative change % * | Comment |
Tuesday | Inches higher, resistance at 12-day EMA | 208.41 | 0.8 | 0.7 | Price/MAP50 above 1 and rising |
Monday | Drops to two-month low | 206.79 | -1.5 | -0.8 | Week-low of 206.79; Steepest Fall |
Friday | Loses $2 billion (1.3%) in MCap, steepest heavyweight fall in Aerospace sector | 209.9 | -1.3 | -1.9 | Price fall on slipping relative strength |
Thursday | Inches higher, resistance at 12-day EMA | 212.71 | 0.8 | -0.7 | Week-high of 212.71; Top Rise |
Wednesday | Price 5.5% below VWAP | 211.03 | -0.3 | -0.9 | Price fall on slipping relative strength |
* Relative change is price change of stock with respect to Benchmark Index, S&P 500 index.
3.2 Rank in the bottom 22% by Relative Valuation in the NYSE market
Description | Value | Rank |
P/E * P/NTA | 151.77 | In Bottom 22% |
Dividend Yield % | 1% | In Bottom 16% |
3.3 Rank in the bottom 23% by Price Performance in the NYSE market
Description | Value | Rank |
Rel Strength 6 mo | 24 | In Bottom 23% |
Price/MAP50 | 0.97 | In Bottom 16% |
1-week Price Change % | -2.7 | In Bottom 13% |
PV1000 [1 yr] $ | 627 | In Bottom 8% |
1-month Price Change % | -11.0 | In Bottom 4% |
3.4 Short Selling
+ The current short volume is 1.2 times its own historical average of 0.1%.
3.5 Downtrend
Negative MACD:
- The Moving Average Convergence Divergence (MACD) indicator of 12-day Exponential Moving Average (EMA) of 210.08 minus the 26-day EMA of 211.88 is negative, suggesting a bearish signal. Both the 12-day EMA as well as the 26-day EMA are falling, another bearish signal.
Past Month:
- Falls to Rises: In the past month the number of falls outnumbered rises 14:8 or 1.8:1.
- Boeing stock was the fourth lowest performer in the S&P 500 Index.
Past Quarter:
The Worst 3 weeks in the past quarter
The past month witnessed the worst 2 weeks in the past quarter. In the past quarter the steepest fall of 13.7% took place in the week beginning Monday October 26.
Mon-Fri | Change % | S&P 500 index Change % | RPC % | Vol Ind [1 is avg] |
Oct 26-30 | -13.7 | -5.6 | -8.1 | 0.6 |
Dec 14-18 | -4.6 | 1.2 | -5.8 | 0.6 |
Jan 11-15 | -2.7 | -1.5 | -1.2 | 0.4 |
Trailing Relative Strength (6 months) at 24 percentile:
- The stock has a 6-month relative strength of 24 in the NYSE market of 1,804 stocks, 273 units and 117 preference stocks indicating it is trailing 76% of the market.
3.6 Other Bearish Signals
- Net profit margin has averaged 6.2% in the last 3 years. This is lower than the sector average of 7.9% and suggests a low margin of safety.
SECTION 4 Ongoing Bearish Parameters
4.1 Past two-years
- The shares fell $16.56 (4.8%) a year ago which accelerated to $123.53 (37.7%) in the past year.
- Boeing fell for a second consecutive year. In the previous year the shares fell $16.56 (4.8%).
4.2 Present Value of $1000 Invested in the Past [1 Yr, 3 Yrs]; The Worst Periods with PV$1000 < 663
PV$1,000 | 1 yr ago | 3 yrs ago |
BA.NYSE | $627 | $662 |
Aerospace sector | $754 | $854 |
S&P 500 Index | $1,146 | $1,352 |
4.3 The Worst Periods [1 Yr, 3 Yrs] with Price Change % < -36.8
3-Year price change of -36.9% for Boeing underperformed the change of 35.2% in the S&P 500 index for a relative price change of -72.2%.
Price Change % | Year | 3 Years |
Boeing | -37.7 | -36.9 |
Aerospace sector | -24.7 | -14.6 |
S&P 500 index | 14.8 | 35.2 |
4.4 Moving Annual Return of -37.1% in the past year:
Moving Annual Return was -37.1% in the past year. Based on a dynamic start date of 5 years ago, the real rate of return has averaged 22.8%
BA | Close ($) | Dividends ($) | Capital Gain / (Loss) % | % Yield | Annual Return % |
Jan 15 | 204.32 | 2.06 | (37.7) | 0.6 | (37.1) |
1 Yr ago | 327.85 | 8.22 | (4.3) | 2.4 | (1.9) |
2 Yrs ago | 342.57 | 6.84 | 5.7 | 2.1 | 7.8 |
3 Yrs ago | 324 | 5.68 | 112.9 | 3.7 | 116.7 |
4 Yrs ago | 152.15 | 4.36 | 25.1 | 3.6 | 28.7 |
Close 5 years ago $121.63
4.5 Annualised Period-based Total Shareholder Returns [TSR %]: The Worst Periods with TSR < -12.6%
TSR % | 1 yr | 3 yrs |
BA.NYSE | -37.3 | -12.7 |
4.6 Deteriorated EBIT Margins:
EBIT margin is negative and has deteriorated from 11.5% to -3.0% in the past year.
FY | EBIT Margins (%) |
2019 | -3.0 |
2018 | 11.5 |
2017 | 10.8 |
2016 | 5.9 |
2015 | 7.7 |
4.7 A 15.7% Increase in Insider Selling
In the past 5 years a total of 877,885 Boeing shares worth $170.5 million were sold by insiders. Based on a dynamic start date of 5 years ago, insider selling has averaged 175,577 shares per year. In the past year, insiders sold 72,247 shares, an increase of 15.7% from the previous year.
Year | No. of Shares | Value, $ |
1 Yr ago | 72,247 | 28,923,075 |
2 Yrs ago | 62,432 | 21,184,734 |
3 Yrs ago | 356,578 | 66,172,781 |
4 Yrs ago | 386,628 | 54,214,392 |
Total | 877,885 | 170,494,983 |
4.8 Decrease in Institutional Ownership down from 63.5% to 50.8%
As at September 30, 2020 Institutions held 50.8% of total shares on issue; a decrease from 51.7% as at June 30, 2020 and 63.5% as at September 30, 2019.
Quarter-end | September 30, 2019 | June 30, 2020 | September 30, 2020 |
Holdings (%) | 63.5 | 51.7 | 50.8 |
4.9 Revenue, EPS, and EBITDA:
- Revenue growth rate has shown signs of deterioration in recent years. [compared with previous year, all figures in %]
FY | Revenue Growth | EPS Growth | EBITDA Growth |
2019 | -24 | - | - |
2018 | 8 | 29 | 14 |
4.10 Satisfies 1 out of 9 criteria of Joseph Piotroski [pass mark 5]:
- Reduction in total shares on issue.
SECTION 5 Today's Bullish Signals
5.1 Uptrend
Beta > 1 combined with price rise. The Beta of the stock is 2.9.
Price/Moving Average Price of 1.17:
- The price to 200-day MAP ratio is 1.17, a bullish indicator. In the past 200 days this ratio has exceeded 1.17, 36 times suggesting further upside. The 50-day MAP of $210.05 is higher than the 200-day MAP of $174.26, a bullish indicator. The 200-day MAP has increased to $174.26. An increase is another bullish indicator.
5.2 Undervaluation
Dividend Yield > 2/3rd Bond Yield:
The dividend yield of 1.01% is 0.91 times the triple-A bond yield of 1.11%; it is also above the benchmark of 2/3rd set by Benjamin Graham.
(All figures in %)
Dividend Yield | 1.01 |
Bond Yield | 1.11 |
Spread | 0.1 |
MCap/Total Assets:
- Tobin's Q Ratio, defined as MCap divided by Total Assets, is 0.9. Compared with the rest of the market the stock is undervalued.
Brand Value/Enterprise Value:
- Brandirectory have estimated Boeing brand value at $9.2 billion. The Brand Value represents 6.5% of the estimated Enterprise Value of $143 billion. Enterprise Value is defined as MCap of $115.3 billion plus net debt of $27.6 billion.
5.3 Oversold/Bullish Signals:
- The stock is oversold according to the Williams % R indicator of -84.0, suggesting the price is close to its 14-day low of $201.01.
SECTION 6 Ongoing Bullish Parameters
6.1 Rank in the top 4% by Size in the NYSE market
Description | Value | Rank |
Ave daily Turnover | $2.3 billion | In Top 1% |
Tr 12 months Revenue | $60.8 billion | In Top 3% |
MCap | $115.3 billion | In Top 4% |
6.2 Present Value of $1000 Invested in the Past 3 Months; The Best Period with PV$1000 > 1,243
PV$1,000 | 3 mo ago |
BA.NYSE | $1,244 |
Aerospace sector | $1,214 |
S&P 500 Index | $1,086 |
6.3 Past quarter: price rise of 24.4%
3-Month price change of 24.4% for Boeing outperformed the change of 8.2% in the S&P 500 index for a relative price change of 16.2%.
Price Change % | Quarter |
Boeing | 24.4 |
Aerospace sector | 21.4 |
S&P 500 index | 8.2 |
6.4 MCap: 5-Year Increase of $29 billion
In the past 5 years Market Capitalization has increased by $28.8 billion (33%) from $86.6 billion to $115.3 billion. Based on a dynamic start date of 5 years ago, there have been declines in MCap in 3 out of 5 years.
Price | MCap ($ B) | |
Last | $204.32 | 115.3 |
1 Year ago | $327.85 | 185.6 |
2 Years ago | $342.57 | 199 |
3 Years ago | $324.0 | 200.2 |
4 Years ago | $152.15 | 98 |
5 Years ago | $121.63 | 86.6 |
6.5 Buybacks and 5-Years Decrease of 22.4% in Total Shares on Issue
In the past 5 years total shares on issue have decreased by 163.5 million (22.4%) from 728.9 million to 565.4 million. Buybacks have averaged 22.5 million shares [3.1%] per financial year. Based on a dynamic start date of 5 years ago, there has been no rise in issued capital over the last 5 years. A reduction in total shares on issue is a favourable indicator in Joseph Piotroski's 9 indicators.
Year End (Dec 31) | Total Shares on Issue | FY | Buybacks | Buyback % |
2019 | 565,400,000 | 2019 | 13,800,000 | 2.4% |
2018 | 579,200,000 | 2018 | 23,300,000 | 3.9% |
2017 | 602,500,000 | 2017 | 33,000,000 | 5.2% |
2016 | 635,500,000 | 2016 | - | - |
2015 | 696,100,000 | 2015 | 32,800,000 | 4.5% |
2014 | 728,900,000 | 2014 | 31,900,000 | 4.2% |
Total | 134,800,000 | |||
Average per FY | 22,466,667 |
6.6 Created Market Value [CMV] past 12 yrs of $54.6 billion
- Market Capitalization has increased by $83.9 billion from $31.5 billion to $115.3 billion in the last 12 years. This increase comprises cumulative retained earnings (RETE) of $29.3 billion and Created Market Value of $54.6 billion. The Created Market Value multiple, defined by the change in MCap for every $1 of retained earnings is exemplary at $2.87.
6.7 Annualised Period-based Total Shareholder Returns [TSR %]: The Best Periods with TSR > 8.3%
TSR % | 5 yrs | 10 yrs | 20 yrs | 30 yrs |
BA.NYSE | 13.4 | 14.5 | 8.4 | 9 |
6.8 Increased Volume, up 635% in 5 years
In the past five years, Average Daily Volume of Trading (ADVT) has increased 634.9% to 30.2 million shares.
Avg. Daily Volume Traded 12 months ended Jan 15, million shares
Year | ADVT |
2021 | 30.2 |
2020 | 5.4 |
2019 | 4.4 |
2018 | 3.3 |
2017 | 4.1 |
6.9 Increased VWAP, up 42% in 5 years
In the past five years Volume Weighted Average Price (VWAP) has increased by 41.6% to $176.36. .
Past five years, 12 months ended Jan 15 (USD)
Year | High Price | VWAP | Low Price |
2021 | 347.89 | 176.36 | 89.0 |
2020 | 438.28 | 360.24 | 315.82 |
2019 | 383.74 | 333.28 | 285.97 |
2018 | 324.64 | 214.38 | 150.16 |
2017 | 153.34 | 124.52 | 97.0 |
6.10 Increased share turnover, up 900% in 5 years
In the past five years, average daily share turnover has increased 899.5% to $5.1 billion. This suggests increased liquidity.
Past five years, 12 months ended Jan 15 (USD billion)
Year | Average Daily Turnover |
2021 | 5.1 |
2020 | 2.0 |
2019 | 1.5 |
2018 | 0.72 |
2017 | 0.51 |
6.11 Growth > 19% for Revenue:
- Revenue growth has shown signs of recovery in recent quarters. [All figures in %]
Qtr-ended | Revenue Growth | Net Profit Margin |
Sep 20 [Q3 vs Q2] | 19.8 | -3.3 |
Jun 20 [Q2 vs Q1] | -30.2 | -20.3 |
6.12 Satisfies two criteria of Benjamin Graham
- "A dividend yield of at least two-thirds the triple-A bond yield"; the stock's dividend yield is 0.9 times the triple-A bond yield of 1.1%.
-"Total debt equal or less than twice the net quick liquidation value"; total debt of USD27.3 billion is 0.4 times the net liquidation value of USD74.93 billion.
SECTION 7 Insider Buying and Ownership
7.1 Shares Held by Insiders as on Jan 15, 2021
Name | Shares Held | Value, $ |
Greg Smith | 174,152 | 35,582,737 |
David L. Calhoun | 65,047 | 13,290,403 |
Leanne Caret | 59,248 | 12,105,551 |
Stanley A. Deal | 47,306 | 9,665,562 |
Bertrand-Marc (Marc) Allen | 43,971 | 8,984,155 |
Heidi Capozzi | 24,815 | 5,070,201 |
Edward M. Liddy | 22,926 | 4,684,240 |
Ronald A. Williams | 20,514 | 4,191,420 |
Susan C. Schwab | 17,756 | 3,627,906 |
Edmund P. Giambastiani | 17,623 | 3,600,731 |
Jenette Ramos | 14,125 | 2,886,020 |
Brett C. Gerry | 12,793 | 2,613,866 |
Lynn Good | 7,277 | 1,486,837 |
Robert A. Bradway | 6,183 | 1,263,311 |
Michael Arthur | 4,122 | 842,207 |
Caroline B. Kennedy | 2,756 | 563,106 |
Steven M. Mollenkopf | 2,698 | 551,255 |
John M. Richardson | 1,438 | 293,812 |
Nikki R. Haley | 624 | 127,496 |
Total | 545,374 | 111,430,816 |
7.2 David L. Calhoun Shares and Options Held
(Value computed at price $204.32)
David L. Calhoun now has a beneficial interest in 65,047 Boeing shares and options worth $13.3 million comprising 39,280 Boeing shares $8 million and 25,767 Boeing options $5.3 million.
7.3 Greg Smith Shares and Options Held
(Value computed at price $204.32)
Greg Smith now has a beneficial interest in 174,152 Boeing shares and options worth $35.6 million comprising 154,750 Boeing shares $31.6 million and 19,402 Boeing options $4 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 154,187 | 31,503,488 |
By 401(k) | 501 | 102,364 |
By Spouse | 62 | 12,668 |
Total (Equity) | 154,750 | 31,618,520 |
Options-Derivative Securities | ||
NA | 19,402 | 3,964,217 |
Total (Options) | 19,402 | 3,964,217 |
Total (Equity & Options) | 174,152 | 35,582,737 |
7.4 Nikki R. Haley Options Held
(Value computed at price $204.32)
Nikki R. Haley now has a beneficial interest in 624 Boeing Options worth $127,496.
7.5 Edward M. Liddy Options Held
(Value computed at price $204.32)
Edward M. Liddy now has a beneficial interest in 22,926 Boeing Options worth $4.7 million.
7.6 Edmund P. Giambastiani Options Held
(Value computed at price $204.32)
Edmund P. Giambastiani now has a beneficial interest in 17,623 Boeing Options worth $3.6 million.
7.7 Caroline B. Kennedy Options Held
(Value computed at price $204.32)
Caroline B. Kennedy now has a beneficial interest in 2,756 Boeing Options worth $563,106.
7.8 Ronald A. Williams Options Held
(Value computed at price $204.32)
Ronald A. Williams now has a beneficial interest in 20,514 Boeing Options worth $4.2 million.
7.9 Robert A. Bradway Options Held
(Value computed at price $204.32)
Robert A. Bradway now has a beneficial interest in 6,183 Boeing Options worth $1.3 million.
7.10 Lynn Good Options Held
(Value computed at price $204.32)
Lynn Good now has a beneficial interest in 7,277 Boeing Options worth $1.5 million.
7.11 Susan C. Schwab Options Held
(Value computed at price $204.32)
Susan C. Schwab now has a beneficial interest in 17,756 Boeing Options worth $3.6 million.
7.12 Steven M. Mollenkopf Shares and Options Held
(Value computed at price $204.32)
Steven M. Mollenkopf now has a beneficial interest in 2,698 Boeing shares and options worth $551,255 comprising 1,152 Boeing shares $235,377 and 1,546 Boeing options $315,879.
7.13 John M. Richardson Options Held
(Value computed at price $204.32)
John M. Richardson now has a beneficial interest in 1,438 Boeing Options worth $293,812.
7.14 Leanne Caret Shares Held
(Value computed at price $204.32)
Leanne Caret now has a beneficial interest in 59,248 Boeing shares worth $12.1 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 59,148 | 12,085,119 |
By Spouse | 100 | 20,432 |
Total (Equity) | 59,248 | 12,105,551 |
7.15 Stanley A. Deal Shares Held
(Value computed at price $204.32)
Stanley A. Deal now has a beneficial interest in 47,306 Boeing shares worth $9.7 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 42,397 | 8,662,555 |
Career Shares | 4,320 | 882,662 |
401(k) plan | 589 | 120,344 |
Total (Equity) | 47,306 | 9,665,562 |
7.16 Brett C. Gerry Shares Held
(Value computed at price $204.32)
Brett C. Gerry now has a beneficial interest in 12,793 Boeing shares worth $2.6 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
By Trust | 7,470 | 1,526,270 |
NA | 5,320 | 1,086,982 |
401(k) plan | 3 | 613 |
Total (Equity) | 12,793 | 2,613,866 |
7.17 Michael Arthur Shares Held
(Value computed at price $204.32)
Michael Arthur now has a beneficial interest in 4,122 Boeing shares worth $842,207.
7.18 Jenette Ramos Shares and Options Held
(Value computed at price $204.32)
Jenette Ramos now has a beneficial interest in 14,125 Boeing shares and options worth $2.9 million comprising 12,125 Boeing shares $2.5 million and 2,000 Boeing options $408,640.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 12,078 | 2,467,777 |
401(k) plan | 47 | 9,603 |
Total (Equity) | 12,125 | 2,477,380 |
Options-Derivative Securities | ||
NA | 2,000 | 408,640 |
Total (Options) | 2,000 | 408,640 |
Total (Equity & Options) | 14,125 | 2,886,020 |
7.19 Heidi Capozzi Shares Held
(Value computed at price $204.32)
Heidi Capozzi now has a beneficial interest in 24,815 Boeing shares worth $5.1 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 24,691 | 5,044,865 |
By 401(k) | 124 | 25,336 |
Total (Equity) | 24,815 | 5,070,201 |
7.20 Bertrand-Marc (Marc) Allen Shares Held
(Value computed at price $204.32)
Bertrand-Marc (Marc) Allen now has a beneficial interest in 43,971 Boeing shares worth $9 million.
Nature of Ownership | Shares Held | Value, $ |
Equity-Non-Derivative Securities | ||
NA | 43,197 | 8,826,011 |
By 401(k) | 774 | 158,144 |
Total (Equity) | 43,971 | 8,984,155 |
7.21 Insider buying Summary in the past 12 months
Name | No. of Shares | Price, $ | Value, $ |
Mollenkopf Steven M [Independent Director] | 1,152 | 173.4 | 199,710.7 |
Total | 1,152 | 173.4 | 199,710.7 |
7.22 Mollenkopf Steven M [Independent Director] Reported Buying In The Past 12 Months
Month | No. of Shares | Price, $ | Value, $ |
August 07, 2020 | 1152 | 173.4 | 199,710.7 |
SECTION 8 Patents
EXCEL TABLES ARE AVAILABLE TO EXPORT AS FOLLOWS:
PATENTS - CATEGORISED LIST OF 5-YEAR HISTORY OF 7546 [INCLUDING 21 IN CURRENT WEEK]:
http://www.buysellsignals.net/BuySellSignals/report/Usnyse/Stock/PDF/quarterly/xls/BA_History_Patents.xls
SECTION 9 Financials
EXCEL TABLES ARE AVAILABLE TO EXPORT AS FOLLOWS:
Financials Q3 2020, FY 2019, Past 10 Years
http://www.buysellsignals.net/BuySellSignals/report/Usnyse/Stock/PDF/quarterly/xls/BA_Financials.xls
SECTION 10 Peer Group Analysis & Ranking
10.1 Global Peer Group (all figures in $): Key Financials
In its Global Peer Group of 9 companies BA is ranked first by MCap, third by Revenue, Total Assets, sixth by Relative Str. (6 mo) and eighth by PV $1000 (1 yr), Net Profit.
Name (Code) | Relative Str. (6 mo) | MCap | PV $1000 (1 yr) | Revenue | Net Profit | Total Assets |
Rank of BA | 6 | 1 | 8 | 3 | 8 | 3 |
Boeing (BA) | 55 | 115.3B | 627.0 | 76.6B | (636M) | 133.6B |
Raytheon Technologies (RTX) | 58 | 105.7B | 482.0 | 77B | 5.5B | 139.7B |
Lockheed Martin (LMT) | 35 | 97.4B | 868.4 | 59.8B | 6.2B | 47.5B |
Airbus Group (AIR) | 80 | 89.2B | 758.1 | 86.1B | (1.7B) | 139.7B |
Safran (SAF) | 74 | 57.2B | 933.5 | 30.7B | 3B | 52.3B |
Northrop Grumman (NOC) | 39 | 50.1B | 811.1 | 33.8B | 2.2B | 41.1B |
General Dynamics (GD) | 44 | 44B | 906.6 | 39.4B | 3.5B | 48.8B |
TransDigm Group (TDG) | 78 | 31.7B | 944.0 | 5.1B | 514M | 18.4B |
AECC Aviation Power - A Share (600893) | 94 | 23.3B | 3,247.7 | 3.9B | 166.9M | 9.8B |
Global Peer Group: Relative Value Indicators
BA is ranked first by Turnover Rate and sixth by P/S.
Name (Code) | Country Code | Last Price | P/E | P/S | Turnover Rate (%) | % Disc to 52-w Hi |
Rank of BA | 6 | 1 | ||||
Boeing (BA) | US | $204.32 | 1.9 | 955.0 | 40.4 | |
Raytheon Technologies (RTX) | US | $69.20 | 2.0 | 157.6 | 54.2 | |
Lockheed Martin (LMT) | US | $347.27 | 14.8 | 1.5 | 145.7 | 19.9 |
Airbus Group (AIR) | FR | EUR92.55 | 30.9 | 1.0 | 71.6 | 33.6 |
Safran (SAF) | FR | EUR114.75 | 19.9 | 1.8 | 66.7 | 24.7 |
Northrop Grumman (NOC) | US | $300.75 | 20.4 | 1.4 | 163.3 | 21.6 |
General Dynamics (GD) | US | $153.17 | 13.8 | 1.1 | 140.3 | 17.8 |
TransDigm Group (TDG) | US | $584.99 | 68.2 | 6.5 | 177.0 | 9.3 |
AECC Aviation Power - A Share (600893) | CN | CNY66.90 | 5.4 | 156.6 | 17.2 |
10.2 BuySellSignals Fundamentals Valuation Ranking: Boeing vs NYSE Market
Out of 1,804 stocks and 273 units in the NYSE Market, Boeing is ranked Twenty-second by Revenue, 128th by Discount to 52-Wk High, 1201st by Premium to 52-Wk Low and 1210th by Free Cash Flow.
NYSE Avg | BA | Rank | Rank 1 | Rank 2 | Rank 3 | Lowest Rank | |
Revenue $ | - | 76.6 B | 22 | 264.9 B XOM | 256.8 B CVS | ||
Discount to 52-Wk High (%) | 6.6 | 41.3 | 128 | 90.2 AHT | 86.4 KODK | 85.2 HPR | 0.04 LH |
Premium to 52-Wk Low (%) | 78.97 | 129.6 | 1201 | 5.2 TR | 5.6 NWN | 7.95 RPLA | - |
Free Cash Flow | (938.8 M) | 1210 | 40.1 B AAPL | 31.1 B TD | 24.3 B VZ | ||
Yield (%) | 1.6 | 1.01 | 1349 | 19.3 GEO | 17.4 USDP | 16.9 PEI | 0.02 COO |
EBITDA Margin% | 12.5 | (2.95) | 1662 | 89.4 MPW | 87.6 PLD | 86.97 SPG | (87.9) KOPN |
Net Profit $ | - | (636 M) | 2510 | 81.4 B BRK.A | 45.7 B AAPL | 34.6 B JPM |
Negative values are shown in brackets.
10.3 Market Share
Boeing vs Aerospace sector [Aerospace sector Total in Brackets]
Revenue of $76.6 billion[39.2% of aggregate sector revenue of $195.5 billion; down from 48.4% in the previous year.]
10.4 Share in Index
Boeing is a constituent of the following indices. Its market capitalisation accounts for 1.2% of the combined MCap of the Dow Jones Industrials Index.
Index Name | MCap of Index ($ B) | MCap as % of Index |
Dow Jones Industrials Index | 9,723 | 1.2 |
NYSE U.S. 100 Index | 20,002 | 0.6 |
NYSE Composite Index | 24,070 | 0.5 |
S&P 500 Index | 32,567 | 0.4 |
10.5 Global Rank [out of 47,979 stocks] and Rank of Boeing in the American Region [out of 11,948 stocks]
Description | Value | Global Rank | In Am Region |
MCap ($) | 115.3B | 143 | 98 |
Total Assets ($) | 133.6B | 469 | 204 |
Revenue ($) | 76.6B | 148 | 44 |
Net Profit ($) | (636M) | 42,747 | 9,764 |
Net Profit Margin % | (0.8) | 27,401 | 4,074 |
Yield % | 1.0 | 16,483 | 3,284 |
PV1000 (1Year) $ | 627 | 37,721 | 7,895 |
$ Change (1Year) % | -36.9 | 37,201 | 7,873 |
10.6 Rank of Boeing in the S&P 500 Index [out of 363 stocks], in the Total NYSE Market [out of 1959 stocks] and in the Aerospace sector [out of 12 stocks]
Description | Value | In S&P 500 Index | In Total NYSE Market | In Aerospace sector |
MCap ($) | 115.3B | 41 | 48 | 1 |
Total Assets ($) | 133.6B | 42 | 57 | 2 |
Revenue ($) | 76.6B | 25 | 27 | 2 |
Net Profit ($) | (636M) | 345 | 1,922 | 12 |
Net Profit Margin % | (0.8) | 325 | 1,374 | 11 |
Yield % | 1.0 | 254 | 1,213 | 2 |
PV1000 (1Year) $ | 627 | 354 | 1,815 | 9 |
10.7 Long-Term Fundamental Ranking: 3 out of 5 [5 is best]
Boeing is ranked number 1 out of 15 listed aerospace companies in the United States with a market capitalization of $115.3 billion.
In the aerospace companies it has the 2nd highest total assets and 2nd highest revenues.
Within its sector it has a relatively moderate Price/Sales of 1.9.
Stocks are scored on a set of parameters reflecting fundamental analytical tools involving valuation, size and financial performance. They are ranked according to the average values of those parameters. The highest ranking is 5 and the lowest ranking is 1.
SECTION 11 Q3/2020 Institutional Shareholder Activity
EXCEL TABLES ARE AVAILABLE TO EXPORT AS FOLLOWS:
CATEGORISED AND COMPLETE LIST OF 1641 INSTITUTIONAL SHAREHOLDERS AS AT September 30, 2020
http://www.buysellsignals.net/BuySellSignals/report/Usnyse/Stock/PDF/quarterly/xls/BA_Institutional_Shareholder_Activity.xls
SECTION 12 News Archives (Dec 2018 - Sep 2020)
HTML PAGES ARE AVAILABLE TO EXPORT AS FOLLOWS:
http://www.buysellsignals.net/BuySellSignals/report/Usnyse/Stock/Daily/Html/BA_Corporate_Wire.html
Glossary
ADVT: Average Daily Volume of shares Traded
Annual Return: Dividends Paid In a 12-Month Period/Price at the Beginning of the Period + Capital Gain or Loss over 1 Year/Price 1 Year Ago (%)
Capital Gain/Loss from n Years Ago to n-1 Years Ago: Capital Gain or Loss over 1 Year/Price 1 Year Ago (%)
Current Ratio: Current Assets/Current Liabiliites (times)
Dividend Yield: Dividend Per Share/Share Price (%)
EBIT Margin : Earnings Before Interest and Tax/Revenue (%)
Moving Average Price (n periods): Sum of Prices for each Period/Number of Periods
PCP: Previous Corresponding Period
PV1000: Present value of 1000 invested 1 year/'n' years ago
Price Close/Moving Avg Price: Latest Price/Moving Average Price
Price/Sales: Share Price/Sales Per Share (times)
Relative Price Change [RPC]: Relative price change is price change of stock with respect to Benchmark Index
Relative Strength (6 Months): Price close today/Price close 6 months ago, then ranked by percentile within the entire market.
TSR: Total Shareholder Returns is expressed as an annualized rate of return for shareholders after allowing for capital appreciation and dividend
Turnover Rate: value of annual trading volume as a percentage of market capitalisation
Volume Index (VI): Number of shares traded in the period/Average number of shares traded for the period
Volume Weighted Average Price (VWAP): The Volume Weighted Average Price (VWAP) is the summation of turnover divided by total volume in the same period.
Created by www.buysellsignals.com