Metrics glossary · Margins and returns
Return on equity, averaged over fiscal years (ROE over 3, 5 and 10 years)
How much profit the company made on shareholders' money, year after year, instead of in one year.
How Tickdelta computes it
Each fiscal year: net income ÷ equity at that year end. Then the plain average of the last 3, 5 or 10 years, and the lowest of the last 5.
From the latest 10-K's fiscal year.
Blank unless every one of the years is consecutive and can be worked out. A year with equity at or below zero, or a result past 200%, cannot, so it leaves the average blank. The note on each number lists the years, their values and the filings.
Where the numbers come from
| Input | XBRL line items, in the order tried |
|---|---|
| Net income |
|
| Shareholders' equity |
|
The first line item the filing reports is used. On a company page, hover or tap the number to see which one it was and the filing it came from; click it to open that filing at SEC.
See every company by ROE over 3, 5 and 10 years in the screener
More in Margins and returns
Gross margin
The share of revenue left after the direct cost of what was sold.
Operating margin
The share of revenue left after running the business, before interest and tax.
Net margin
The share of revenue that ends up as profit.
EBITDA margin
EBITDA as a share of revenue.
FCF margin
Free cash flow as a share of revenue.
R&D / sales
Research and development spending as a share of revenue.
Stock pay / sales
Pay in shares and options as a share of revenue. It is a real cost to shareholders even though no cash leaves.
Tax rate
Income tax as a share of pretax profit. It differs from the legal rate because of credits, foreign income and one-off items.
ROE
Profit for each dollar of shareholders' money in the company.
ROA
Profit for each dollar of assets.
ROIC
Operating profit after tax for each dollar that lenders and shareholders put in.
ROIC over 3, 5 and 10 years
Operating profit after tax on the money lenders and shareholders put in, over several years.
Not investment advice. A metric describes what was filed; it does not say whether a stock is cheap or good. Something wrong here? Tell us.