Filter Stocks by Fundamentals

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Debt to Equity In A Nutshell

This is a measure of risk many people use in their research to gauge how leveraged the company is and if there is risk by having too much debt on their books. For a quick understanding, the higher the number the more debt the company has on the books and this could be the cause of growth or stress. The lower the number, the less debt the company has and is not as leveraged, meaning they do not owe substantial sums of money.

Debt to equity is a measure used to compare the financials of a company to others within the same industry along with measuring its leverage. This is calculated by taking the companies debt and dividing it by the equity in the company, giving you a number expressed in a percentage.

Closer Look at Debt to Equity

Taking is a step further, some of the reasons you may not want to invest in a company that has a high debt to equity number is if the markets begin to slow and sales are affected, they may not be able to pay back their loans, leading to a possible bankruptcy. Secondly, if the number is high, they may be depending on lending to keep cash flow healthy, which is not a sustainable growth model.

On the other side, if the number is low, this means they are not leveraged and are either doing well enough to not need debt or lenders may not lend to them. You will have to research this because the answer would dictate where you go from there. A little debt is alright, but you do not want the company to be over leveraged.

Another way to use this ratio is to compare it to others within the same industry, that way you can see the average of the whole industry. If it is too leveraged, you may look elsewhere within the industry to give you less risk and more value for your dollar.

This is typically one of the most widely used ratios and should be at the front of your fundamental research tool kit. Be sure to look under the hood and find what is driving the result of your equation because there may be more than just the number. Remember that this takes in data and no human emotion, so if you get a feel the company is going one direction, take that into account to help give you a well rounded opinion before jumping into an investment.

Other Suggestions

B Barnes GroupCompany
BANFP BFC Capital TrustCompany
BBN Blackrock Taxable MunicipalFund
BAB Invesco Taxable MunicipalETF
BKX KBW BankIndex
BF BFCryptocurrency
B5341FAB7 KBCBB 5796 19 JAN 29Corporate Bond
BZUSD Brent Crude OilCommodity

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Complementary Tools

Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Insider Screener
Find insiders across different sectors to evaluate their impact on performance