Financial Glossary

Common terms used in our analysis.

A measure of a stock's volatility in relation to the overall market. A beta > 1.0 suggests the stock is more volatile than the market.

A financial ratio that shows how much a company pays out in dividends each year relative to its stock price.

The portion of a company's profit allocated to each share of common stock. A key indicator of profitability.

Earnings Before Interest, Taxes, Depreciation, and Amortization. A measure of a company's overall financial performance.

The total market value of a company's outstanding shares of stock. Calculated by multiplying the stock price by the total number of shares.

A mathematical technique that predicts possible outcomes of an uncertain event (like stock price) by running thousands of random trials.

The ratio for valuing a company that measures its current share price relative to its per-share earnings.

The sale of a security that is not owned by the seller, or that the seller has borrowed, motivated by the belief that the price will decline.

A statistic that quantifies the extent of possible financial losses within a firm, portfolio, or position over a specific time frame.

A statistical measure of the dispersion of returns for a given security or market index. Higher volatility often means higher risk.

The income return on an investment, such as the interest or dividends received from holding a particular security.