Introduction
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This is Ken Leoni VP of Marketing at Stock Rover In this video I’ll provide a tour of Stock Rover “Visuals”. The Visuals feature is available for all subscription plans including free.
Before jumping, let me show where to navigate to Visuals. Visuals are located in the Insight Panel. We can see Insight Panel in the All layout as shown here. The Insight Panel can also be shown its own Layout, using more screen real estate, as shown here. The Insight Panel can also be detached into its own separate window by clicking here.
The Insight Panel has tabs running across the top where you can you can dive deep on a single equity, and get the information necessary to thoroughly assess a company.
We can get a Company’s Summary, News, Analyst Estimates, Financial Statements and today’s focus “Visuals”.
What are Visuals? Well in their simplest form they are a combination of charts and tables that display key metrics for a stock or ETF. As you’ll see we’ve created an out of the box Visuals set up that present relevant investment data in a clear and logical format. You can change the Visuals as you like to include the charts and tables that make the most sense for you and your investment style.
Today we will concentrate on Stock Rover’s out of the box Visuals. Here we have 7 Visuals available to us, keep in mind, we can create our own as well.
Let’s get started.
The EPS Tab
The EPS Tab delivers a clear and succinct picture of Sales, EPS, and cash flow performance of a company over time, both in graphical and tabular form. You can set the time period to 5 years, 10 years or everything we’ve got. And you can change between the quarterly and yearly display.
The tables are designed to make it very easy to compare quarters and years for sales, earnings per share and cash flow. The table include future estimate data, as does the chart.
The Dividends Tab
The Dividends Tab delivers everything you ever wanted to know about a company’s dividend story. A chart shows the yearly progression of dividend payments along with the price performance of the stock superimposed on the background. The calendar shows all the declaration and payment dates for a dividend. Also included is upcoming dividend information, as well as information on the dividend rate the stock pays. Key dividend statistics are displayed, including payout ratio as well as its inverse, dividend coverage ratio. Also included are the dividend growth rates over different periods of time so you can determine whether dividend growth is slowing.
Monthly Returns
Shows the seasonality of a stock, ETF or fund. This section makes it easy to see if there is a pattern during different times of the year as to when an investment performs well or poorly.
You can control the time frame to view from 1 year to over 10 years. You can also control whether the monthly returns displayed are absolute or relative to the S&P 500 benchmark.
There are two charts, the first showing the monthly returns in chronological order, and the second showing the average return per month across the years. Note the detail when hovering over a bar.
Below the two charts is a table showing the monthly return data in tabular form.
The three tabs I have just shown are fixed in their format. You can however change the tab order and even hide a tab. The remaining tabs are completely user configurable. But for today’s purposes we’ll stick to the default configuration. Just keep in mind you can alter the content and format, rename or delete and create your own tabs.
History
History provides a concise look at the historical performance of a company along many key metrics. We start with a chart that shows the Sales, Net Income and Price to Earnings ratio over time. This allows you to correlate the financial performance of the company over time with how the market is valuing it.
The next three tables show key metrics from the Income Statement, Balance Sheet and Cash Flow Statement over time.
The final table final table shows key profitability metrics and how they are changing over time.
Technicals
As the name implies, we are looking at technical indicators for a stock, there are 5 charts followed by a table.
The price chart shows the stock’s performance over time along with its moving averages and the S&P 500 for comparison purposes. The chart also includes dividend payment information and a maximum drawdown, which shows you the period of worst performance for the stock in the period.
The next three charts show the Volume over Time, the Moving Average Convergence Divergence lines and the Money Flow Index.
Bollinger Bands shows the price along with a set of price envelope bands constructed from the 20-day moving average with a width of two standard deviations of price movement.
The Technical Indicators table shows key technicals of the selected stock and its key peers, allowing you to readily compare the technical strength of a stock verses its peers.
Speaking of peers, let’s dive a little deeper.
vs Peers
The vs Peers tab contains extensive information about a stock vs. its closest peers. There are five separate tables and a chart. The first three tables show the stock compared to its peers along key metrics in the categories of Valuation, Growth and Fair Value.
The chart shows the performance of the stock vs. S&P 500, its Industry, and Sector. Note that by clicking on any of the legend labels, the corresponding chart line can be flattened so you can see performance relative to a baseline. Clicking again toggles it back.
The Returns vs Industry and the S&P 500 table shows the returns of the stock compared to its industry and the S&P 500 over the last 5 days, 1 month, 1 year and 5-year periods.
The last table shows key metrics for Price Strength and Drawdown Risk.
vs Industry
The vs Industry tab shows key information about the stock vs. its industry and vs. the S&P 500 in tabular form, that cover Risk and Returns, Growth, Profitability and Dividends.
Conclusion
As you can see Visuals deliver enormous amount of useful information in a clear and concise format. It really is a simple as selecting the appropriate tab, no heavy lifting required. Also, as we’ll see in a subsequent video you can change Visuals to make them exactly what you want – enabling you to have your go to set of charts and graphs at the ready.
