Fundamentals

TrendSpider is currently in the middle of integrating Fundamental data for US stocks. So far, we only support displaying quarterly fundamental metrics on charts.

Displaying fundamental metrics on charts

You can add the "Fundamentals" lower indicator via the "Other data" menu. Once you add it, you can select which metric do you want to see (EPS, Revenue etc) by clicking on the button next to the Fundamentals indicator in the Chart Key.

This indicator has a few elements

  1. The metric value per se. This is the line looking like ladder.
  2. Each report is marked with a colorful dot, accompanied with a label explaining which quarter and year the report covers. The dot is green in case if at this quarter, the metric reported was better than in the previous quarter of the same year. It's red otherwise.
  3. At each report, there's also a gray dot painted. This dot paints vaue of the same metric, as of the previous quarter of the same year. It has a label next to it, too.

You can disable the dots if you don't need them.

This data can currently be used to create a scan, in the Smart Checklist and Stock Market Maps.

Fundamental metrics supported

Abnormal Derivatives
Abnormal Gains (Losses)
Accounting Charges & Other
Accounts & Notes Receivable
Accounts Payable
Accounts Receivable, Net
Accrued Liabilities
Accrued Taxes
Accumulated Depreciation
Acquired In-Process R&D
Acquisition of Fixed Assets & Intangibles
Acquisition of Intangible Assets
Additional Paid in Capital
Altman Z Score
Asset Write-Down
Assets Held-for-Sale
Book to Market Value
Cash & Cash Equivalents
Cash for Acquisition of Subsidiaries
Cash for Joint Ventures
Cash from (Repayment of) Debt
Cash from (Repayment of) Long Term Debt, Net
Cash from (Repayment of) Short Term Debt, Net
Cash from (Repurchase of) Equity
Cash from Long Term Debt
Cash Return On Invested Capital
Cash, Cash Equivalents & Short Term Investments
Change in Accounts Payable
Change in Accounts Receivable
Change in Cash from Disc. Operations and Other
Change in Fixed Assets & Intangibles
Change in Inventories
Change in Other
Change in Working Capital
Common Stock
Cost of Financing Revenue
Cost of Goods & Services
Cost of Other Revenue
Cost of Revenue
Current Income Tax
Current Portion of Long Term Debt
Current Ratio
Debt Ratio
Decrease in Capital Stock
Decrease in Long Term Investment
Deferred Compensation
Deferred Income Tax
Deferred Income Taxes
Deferred Revenue (Long Term)
Deferred Revenue (Short Term)
Deferred Tax Assets (Long Term)
Deferred Tax Assets (Short Term)
Deferred Tax Liabilities (Long Term)
Deferred Tax Liabilities (Short Term)
Depreciation & Amortization
Derivative & Hedging Assets (Long Term)
Derivative & Hedging Assets (Short Term)
Discontinued Operations
Discontinued Operations (Long Term)
Discontinued Operations (Short Term)
Disposal of Assets
Disposition of Fixed Assets
Disposition of Fixed Assets & Intangibles
Disposition of Intangible Assets
Dividend Payout Ratio
Dividends Paid
Dividends Per Share
Early Extinguishment of Debt
Earnings Per Share, Basic
Earnings Per Share, Diluted
EBITDA
Effect of Foreign Exchange Rates
Enterprise Value
Equity Before Minority Interest
Equity Per Share
EV/EBITDA
EV/FCF
EV/Sales
Financing Revenue
Finished Goods
Foreign Exchange Gain (Loss)
Free Cash Flow
Free Cash Flow Per Share
Free Cash Flow to Net Income
General & Administrative
Goodwill
Gross Profit
Gross Profit Margin
Impairment of Goodwill & Intangibles
Income (Loss) from Affiliates
Income (Loss) from Affiliates, Net of Taxes
Income (Loss) from Continuing Operations
Income (Loss) Incl. Minority Interest
Income Tax (Expense) Benefit, Net
Income Taxes Receivable
Increase in Capital Stock
Increase in Long Term Investment
Insurance Settlement
Intangible Assets
Interest & Dividends Payable
Interest Expense
Interest Expense, Net
Interest Income
Inventories
Investments in Affiliates
Legal Settlement
Liabilities from Derivatives & Hedging (Long Term)
Liabilities from Derivatives & Hedging (Short Term)
Liabilities from Discontinued Operations (Long Term)
Liabilities from Discontinued Operations (Short Term)
Liabilities to Equity Ratio
Long Term Borrowings
Long Term Capital Leases
Long Term Debt
Long Term Investments
Long Term Investments & Receivables
Long Term Marketable Securities
Long Term Receivables
Market-Cap
Merger & Acquisition Expense
Minority Interest
Misc. Long Term Assets
Misc. Long Term Liabilities
Misc. Short Term Assets
Misc. Short Term Liabilities
Net Cash Before Disc. Operations and FX
Net Cash Before FX
Net Cash from Acquisitions & Divestitures
Net Cash from Discontinued Operations (Financing)
Net Cash from Discontinued Operations (Investing)
Net Cash from Discontinued Operations (Operating)
Net Cash from Divestitures
Net Cash from Financing Activities
Net Cash from Investing Activities
Net Cash from Operating Activities
Net Cash from Other Acquisitions
Net Change in Cash
Net Change in Long Term Investment
Net Debt / EBIT
Net Debt / EBITDA
Net Extraordinary Gains (Losses)
Net Income
Net Income (Common)
Net Income from Discontinued Operations
Net Income/Starting Line
Net Profit Margin
Non-Cash Items
Non-Operating Income (Loss)
Notes Receivable, Net
Operating Expenses
Operating Income (Loss)
Operating Income/EV
Operating Margin
Other Abnormal Items
Other Adjustments
Other Change in Fixed Assets & Intangibles
Other Equity
Other Financing Activities
Other Intangible Assets
Other Inventory
Other Investing Activities
Other Investment Income (Loss)
Other Long Term Assets
Other Long Term Liabilities
Other Non-Cash Adjustments
Other Non-Operating Income (Loss)
Other Operating Expenses
Other Operating Income
Other Payables & Accruals
Other Post-Retirement Benefits
Other Revenue
Other Share Capital
Other Short Term Assets
Other Short Term Liabilities
Payables & Accruals
Pension Liabilities
Pensions
Piotroski F-Score
Preferred Dividends
Preferred Equity
Prepaid Expense
Prepaid Expenses
Prepaid Pension Costs
Pretax Income (Loss)
Pretax Income (Loss), Adj.
Price to Book Value
Price to Earnings Ratio (quarterly)
Price to Earnings Ratio (ttm)
Price to Free Cash Flow (quarterly)
Price to Free Cash Flow (ttm)
Price to Sales Ratio (quarterly)
Price to Sales Ratio (ttm)
Property, Plant & Equipment
Property, Plant & Equipment, Net
Provision for Doubtful Accounts
Purchase of Fixed Assets
Raw Materials
Repayments of Long Term Debt
Research & Development
Restructuring Charges
Retained Earnings
Return on Assets
Return on Equity
Return On Invested Capital
Revenue
Sale of Business
Sale of Investments & Unrealized Investments
Sales & Services Revenue
Sales Per Share
Selling & Marketing
Selling, General & Administrative
Share Capital & Additional Paid-In Capital
Shares (Basic)
Shares (Diluted)
Short Term Borrowings
Short Term Capital Leases
Short Term Debt
Short Term Investments
Stock-Based Compensation
Tax Allowance/Credit
Total Assets
Total Current Assets
Total Current Liabilities
Total Debt
Total Equity
Total Liabilities
Total Liabilities & Equity
Total Noncurrent Assets
Total Noncurrent Liabilities
Treasury Stock
Unbilled Revenues
Work In Process
Apr 16, 2024

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