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The data, with a couple of exceptions, gets updated once a year, at the start of the year. In computing the statistics, the data used will reflect the most updated numbers I can find for each company, which at the start of each year, will reflect trailing 12-month data through the third quarter of the prior year. While most of the statistics are ratios or percentages, if there are absolute values, they are in millions of US dollars.
Dividend Policy
Dividends vs. FCFE
Dividends and Free Cash Flows to Equity, i.e. cash flows left over after taxes, reinvestment needs and debt payments (FCFE), by industry
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Dividend Policy
Dividend Policy Trade Off Variables by Industry
Dividend yield and payout ratios, as well as other variables that might be relevant in examining the trade off involved in paying dividends.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Cash Flow Estimation
Capital Expenditures, Depreciation, Reinvestment Rate and Sales to Capital Ratios by Industry
Aggregated capital expenditures and depreciation by industry sector, as a percent of operating income (reinvestment rate) and scaled to revenues (sales to capital ratio). It is a useful resource on how much companies in a sector are reinvesting, in their attempt to keep growing.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Cash Flow Estimation
Operating and Net Margins by Industry Sector
This reports gross, pre-tax operating and net profit margins by industry sector for the most recent time period.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Cash Flow Estimation
Working Capital Requirements by Industry Sector
This lists out inventory, accounts receivable, accounts payable and non-cash working capital by industry sector, as a percent of revenues.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Growth Rate Estimation
Return on Equity decomposition by Industry sector:
This data set reports return on equity (net income/book value of equity) by industry grouping.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Growth Rate Estimation
Fundamental Growth Rate in EPS by Industry
This data set summarizes growth rates from fundamentals (ROE * Retention Ratio) by industry group, reflecting what these companies can grow earnings per share at in steady state, if margins don't change.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Growth Rate Estimation
Historical Growth Rate in Earnings by Industry
This data set summarises historical growth in earnings and revenues, over the last 5 years, by industry. It also summarises expected growth in earnings and revenues over the next 5 and 2 years respectively, by industry.
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Growth Rate Estimation
Fundamental Growth Rate in EBIT by Industry
This data set summarizes growth rates from fundamentals (ROC*Reinvestment Rate) by industry group, reflecting what these companies can grow operating income at in steady state, if margins don't change
US
Global
India
China
All Emerging Markets
Aus, NZ, & Canada
Japan
Europe
Valuation Models
Stable growth, dividend discount model; best suited for firms growing at the same rate as the economy and paying residual cash as dividends.
Two-stage DDM; best suited for firms paying residual cash in dividends while having moderate growth.
Three-stage DDM; best suited for firms paying residual cash in dividends, while having high growth.
Stable growth, FCFE discount model; best suited for firms in stable leverage and growing at the same rate as the economy.
Two-stage FCFE discount model; best suited for firms with stable leverage and having moderate growth.
Three-stage FCFE discount model; best suited for firms with stable leverage and having high growth.
Stable growth FCFF discount model; best suited for firms growing at the same rate as the economy.
Two-stage FCFF discount model; best suited for firms with shifting leverage and growing at a moderate rate.
Three-stage FCFF discount model; best suited for firms with shifting leverage and high growth.
A generalised FCFF model, where the operating margins are allowed to change each year; best suited for firms in transition.
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