Simply Investing Report & Analysis Platform

Below is a complete list of column headings (and their definitions) available to you in the Simply Investing Report & Analysis Platform stock tables.

1. **% difference between Graham Price vs Share Price:** The percent difference between the Graham Price and the Share Price. This value will not be displayed if the Graham Price is "N/A".

2. **52-week High Share Price**: The 52-week high Share Price.

3. **52-week Low Share Price:** The 52-week low Share Price.

4. **Annual Forward Dividend:** The annual forward dividend per share.

5. **Annual Forward Dividend vs Previous Year, Rule #9:** This is Rule #9 from the 12 Rules of Simply Investing. This value calculates the dividend increase (or decrease) in the Annual Forward Dividend compared to the stock's previous most recent Annual Dividend per share listed in the company's annual report. For example if a stock has an Annual Forward Dividend of $1.64 and it's previous year dividend was $1.60, then the value 2.5% will be displayed. There are three other values that can be displayed in this column:

- "non-dividend stock" will be displayed for stocks that do not pay dividends

- "dividend eliminated" will be displayed for stocks that paid a dividend in the previous year, but no longer pay a dividend

- "new dividend" will be displayed for stocks that did not pay a dividend in the previous, but have now started to pay a dividend

6. **Average Dividend Growth (10-year), Rule #6:** This is Rule #6 from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) dividend growth from the last 10 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

7. **Average Dividend Growth (15-year), Rule #6:** This is Rule #6 from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) dividend growth from the last 15 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

8. **Average Dividend Growth (20-year), Rule #6:** This is Rule #6 from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) dividend growth from the last 20 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

9. **Average Dividend Growth (5-year), Rule #6:** This is Rule #6 from the 12 Rules of Simply Investing. This value calculates the average dividend growth from the last 5 years.

10. **Average Dividend Yield (10-year):** The average dividend yield from the last 10 years.

11. **Average Dividend Yield (15-year):** The average dividend yield from the last 15 years.

12. **Average Dividend Yield (20-year):** The average dividend yield from the last 20 years.

13. **Average Dividend Yield (5-year):** The average dividend yield from the last 5 years.

14. **Average EPS for the last 3 years:** Average EPS calculated from the last 3 years.

15. **Average EPS Growth (10-year), Rule #5a:** This is Rule #5a from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) EPS growth from the last 10 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

16. **Average EPS Growth (15-year), Rule #5a:** This is Rule #5a from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) EPS growth from the last 15 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

17. **Average EPS Growth (20-year), Rule #5a:** This is Rule #5a from the 12 Rules of Simply Investing. This value calculates the trimmed mean (average) EPS growth from the last 20 years. A trimmed mean (similar to an adjusted mean) is a method of averaging that removes one largest and one smallest value in the set before calculating the mean.

18. **Average EPS Growth (5-year), Rule #5a:** This is Rule #5a from the 12 Rules of Simply Investing. This value calculates the average EPS growth from the last 5 years.

19. **Average High Dividend Yield (10-year):** The average high dividend yield from the last 10 years.

20. **Average High Dividend Yield (15-year):** The average high dividend yield from the last 15 years.

21. **Average High Dividend Yield (20-year):** The average high dividend yield from the last 20 years.

22. **Average High Dividend Yield (5-year):** The average high dividend yield from the last 5 years.

23. **Average High P/E Ratio (10-years):** The average high P/E ratio from the last 10 years.

24. **Average High P/E Ratio (15-years):** The average high P/E ratio from the last 15 years.

25. **Average High P/E Ratio (20-years):** The average high P/E ratio from the last 20 years.

26. **Average High P/E Ratio (5-years):** The average high P/E ratio from the last 5 years.

27. **Average Low Dividend Yield (10-year):** The average low dividend yield from the last 10 years.

28. **Average Low Dividend Yield (15-year):** The average low dividend yield from the last 15 years.

29. **Average Low Dividend Yield (20-year):** The average low dividend yield from the last 20 years.

30. **Average Low Dividend Yield (5-year):** The average low dividend yield from the last 5 years.

31. **Average Low P/E Ratio (10-years):** The average low P/E ratio from the last 10 years.

32. **Average Low P/E Ratio (15-years):** The average low P/E ratio from the last 15 years.

33. **Average Low P/E Ratio (20-years):** The average low P/E ratio from the last 20 years.

34. **Average Low P/E Ratio (5-years):** The average low P/E ratio from the last 5 years.

35. **Average P/E Ratio (10-years):** The average P/E ratio from the last 10 years.

36. **Average P/E Ratio (15-years):** The average P/E ratio from the last 15 years.

37. **Average P/E Ratio (20-years):** The average P/E ratio from the last 20 years.

38. **Average P/E Ratio (5-years):** The average P/E ratio from the last 5 years.

39. **Book Value per Share:** Book value per share is the ratio of a company's common equity divided by its number of outstanding shares.

40. **Cash Flow per Share:** Cash flow per share is calculated by dividing cash flow earned by the total number of outstanding shares.

41. **Company Address, City:** This value "City" is part of the company's address (typically it's corporate headquarters).

42. **Company Address, Country:** This value "Country" is part of the company's address (typically it's corporate headquarters).

43. **Company Address, State:** This value "State/Province" is part of the company's address (typically it's corporate headquarters).

44. **Company Address1:** This value "Address1" is part of the company's address (typically it's corporate headquarters), typically the building number and street name.

45. **Company Address2:** This value "Address2" is part of the company's address (typically it's corporate headquarters), typically the building number and street name.

46. **Company Description:** A brief description of the company and it's products and services.

47. **Company Name:** The company's name.

48. **Consecutive Years of Dividend Increases:** The most recent number of years of consecutive dividend increases.

49. **Consecutive Years of EPS Increases:** The most recent number of years of consecutive EPS increases.

50. **Current Assets:** This value is calculated using the following formula, Current Assets = (Current Ratio) x (Current Liabilities)

51. **Current Dividend Yield:** This value is calculated using the following formula, Current Dividend Yield = (Annual Forward Dividend / Share Price) x 100

52. **Current Liabilities (Current Debt): **A company's current liability (or debt).

53. **Current Ratio:** This value is calculated using the following formula, Current Ratio = (Current Assets)/(Current Liabilities)

54. **Difference Between Current Dividend Yield and Average Dividend Yield (10-year):** The difference between current dividend yield and its 10-year average dividend yield, here is the formula: Difference Between Current Dividend Yield and Average Dividend Yield (10-year) = (((Current Dividend Yield) – (Average Dividend Yield 10-year)) / (Average Dividend Yield 10-year)) * 100

55. **Difference Between Current Dividend Yield and Average Dividend Yield (15-year):** The difference between current dividend yield and its 15-year average dividend yield, here is the formula: Difference Between Current Dividend Yield and Average Dividend Yield (15-year) = (((Current Dividend Yield) – (Average Dividend Yield 15-year)) / (Average Dividend Yield 15-year)) * 100

56. **Difference Between Current Dividend Yield and Average Dividend Yield (20-year):** The difference between current dividend yield and its 20-year average dividend yield, here is the formula: Difference Between Current Dividend Yield and Average Dividend Yield (20-year) = (((Current Dividend Yield) – (Average Dividend Yield 20-year)) / (Average Dividend Yield 20-year)) * 100

57. **Difference Between Current Dividend Yield and Average Dividend Yield (5-year):** The difference between current dividend yield and its 5-year average dividend yield, here is the formula: Difference Between Current Dividend Yield and Average Dividend Yield (5-year) = (((Current Dividend Yield) – (Average Dividend Yield 5-year)) / (Average Dividend Yield 5-year)) * 100

58. **Difference Between Current P/E Ratio and Average P/E Ratio (10-year):** The difference between current P/E ratio and its 10-year average P/E ratio.

59. **Difference Between Current P/E Ratio and Average P/E Ratio (15-year):** The difference between current P/E ratio and its 15-year average P/E ratio.

60. **Difference Between Current P/E Ratio and Average P/E Ratio (20-year):** The difference between current P/E ratio and its 20-year average P/E ratio.

61. **Difference Between Current P/E Ratio and Average P/E Ratio (5-year):** The difference between current P/E ratio and its 5-year average P/E ratio.

62. **Dividend Currency:** The currency in which the dividend is paid to shareholders.

63. **Dividend Frequency:** The frequency of the dividend payment.

64. **Dividend Payment Date:** This is the date that the stock dividend will be paid.

65. **Dividend Record Date: **To receive a "cash" dividend you must own the stock on the record date.

66. **Dividends Paid Since:** The first year in which the company paid a dividend.

67. **EPS (TTM):** This value is the company's trailing 12-month earnings per share.

68. **Exchange:** The stock exchange on which a company's stock trades. NYE = NYSE, NSD = NASDAQ, TSX = Toronto Stock Exchange

69. **Ex-Dividend Date:** This date will always be the first trading day following the "dividend payment date."

70. **Fiscal Year-End Date:** A company's fiscal year-end date.

71. **Graham Price:** Graham Price = square root of (average of 3 years of EPS x Book Value per share x 22.5). The Graham price will be "N/A" if any of the following two conditions are true:

- If (Average EPS for the last 3 years) = 0 or negative

- If (Book Value per Share) = 0 or negative

72. **High Stock Price (based on 10-year data):** For dividend-paying stocks, High Stock Price based on the stock’s 10-year average low dividend yield. For non-dividend paying stocks, High Stock Price based on the stock’s 10-year average high P/E ratio.

73. **High Stock Price (based on 15-year data):** For dividend-paying stocks, High Stock Price based on the stock’s 15-year average low dividend yield. For non-dividend paying stocks, High Stock Price based on the stock’s 15-year average high P/E ratio.

74. **High Stock Price (based on 20-year data):** For dividend-paying stocks, High Stock Price based on the stock’s 20-year average low dividend yield. For non-dividend paying stocks, High Stock Price based on the stock’s 20-year average high P/E ratio.

75. **High Stock Price (based on 5-year data):** For dividend-paying stocks, High Stock Price based on the stock’s 5-year average low dividend yield. For non-dividend paying stocks, High Stock Price based on the stock’s 5-year average high P/E ratio.

76. **Industry:** The industry the stock belongs to based on the Global Industry Classification Standard.

77. **Long-term Debt:** A company's long-term debt. Long-term debts, also called long-term liabilities, are debts a company owes third-party creditors that are payable beyond 12 months.

78. **Long-term Debt to Total Capital:** A Long Term Debt to Capitalization Ratio is the ratio that shows the financial leverage of the firm. This ratio is calculated by dividing the long term debt with the total capital available of a company.

79. **Long-term Debt/Equity Ratio, Rule #8:** This is Rule #8 from the 12 Rules of Simply Investing. This value calculates the long-term debt to shareholder equity ratio.

80. **Low Stock Price (based on 10-year data):** For dividend-paying stocks, Low Stock Price based on the stock’s 10-year average high dividend yield. For non-dividend

paying stocks, Low Stock Price based on the stock’s 10-year average low P/E ratio.

81. **Low Stock Price (based on 15-year data):** For dividend-paying stocks, Low Stock Price based on the stock’s 15-year average high dividend yield. For non-dividend paying stocks, Low Stock Price based on the stock’s 15-year average low P/E ratio.

82. **Low Stock Price (based on 20-year data):** For dividend-paying stocks, Low Stock Price based on the stock’s 20-year average high dividend yield. For non-dividend paying stocks, Low Stock Price based on the stock’s 20-year average low P/E ratio.

83. **Low Stock Price (based on 5-year data):** For dividend-paying stocks, Low Stock Price based on the stock’s 5-year average high dividend yield. For non-dividend paying stocks, Low Stock Price based on the stock’s 5-year average low P/E ratio.

84. **Market (US or Canada): **The market that the stock is trading in, Canada = TSX, US = NASDAQ or NYSE.

85. **Market Capitalization:** Market capitalization, commonly called market cap, is the market value of a publicly traded company's outstanding shares. Market capitalization is equal to the share price multiplied by the number of shares outstanding.

86. **My Account Type:** This field is used in **My Stocks** page, the user can leave this field blank, or provide the account type (eg: 401K, IRA, RRSP, RESP, TFSA, Primary account, Spousal account....), basically any text label to help the user differentiate between different trading accounts.

87. **Net Income: **Net income, also called net earnings, is calculated as sales minus cost of goods sold, selling, general and administrative expenses, operating expenses, depreciation, interest, taxes, and other expenses. It is a useful number for investors to assess how much revenue exceeds the expenses of an organization. This number appears on a company's income statement and is also an indicator of a company's profitability.

88. **Number of Employees:** The number of employees employed at the company.

89. **Number of EPS increases in the last 10-years, Rule #5b:** This is Rule #5b from the 12 Rules of Simply Investing. This value calculates the number of EPS increases in the last 10-years.

90. **Number of EPS increases in the last 15-years, Rule #5b:** This is Rule #5b from the 12 Rules of Simply Investing. This value calculates the number of EPS increases in the last 15-years.

91.** Number of EPS increases in the last 20-years, Rule #5b:** This is Rule #5b from the 12 Rules of Simply Investing. This value calculates the number of EPS increases in the last 20-years.

92. **Number of EPS increases in the last 5-years, Rule #5b:** This is Rule #5b from the 12 Rules of Simply Investing. This value calculates the number of EPS increases in the last 5-years.

93. **Number of outstanding shares (Current Year):** The current number of outstanding shares in the company.

94. **Number of outstanding shares (Previous Year):** The number of outstanding shares in the company in the previous year.

95. **Operating Cash Flow: **Operating cash flow (OCF) is a measure of the amount of cash generated by a company's normal business operations.

96. **Operating Cash Flow Ratio: **The operating cash flow ratio is a measure of how readily current liabilities are covered by the cash flows generated from a company's operations. This ratio can help gauge a company's liquidity in the short term.

97. **P/B Ratio, Rule #11.c:** This is Rule #11c from the 12 Rules of Simply Investing. This value calculates the P/B Ratio = (Share Price) / (Book Value per Share)

98. **P/CF Ratio:** The price to cashflow (P/CF) ratio is a stock valuation indicator or multiple that measures the value of a stock’s price relative to its operating cash flow per share.

99.** P/E Ratio (TTM), Rule #11.a:** This is Rule #11a from the 12 Rules of Simply Investing. This value calculates the P/E Ratio = (Share Price) / (EPS ttm)

100. **P/FCF Ratio:** Price to free cashflow is an equity valuation metric used to compare a company's per-share market price to its per-share amount of free cashflow (FCF). This metric is very similar to the valuation metric of price to cash flow but is considered a more exact measure, owing to the fact that it uses free cash flow, which subtracts capital expenditures (CAPEX) from a company's total operating cash flow, thereby reflecting the actual cash flow available to fund non-asset-related growth.

101. **P/S Ratio:** The price-to-sales (P/S) ratio is a valuation ratio that compares a company’s stock price to its revenues.

102. **Payout Ratio, Rule #7: **This is Rule #7 from the 12 Rules of Simply Investing. This value calculates the Payout Ratio = ((Annual Forward Dividend) / (EPS ttm)) x 100

103. **PEG Ratio (based on Average EPS Growth 10-years):** The price/earnings to growth ratio (PEG ratio) is a stock's price-to-earnings (P/E) ratio divided by the growth

rate of its earnings for the last 10-years.

104. **PEG Ratio (based on Average EPS Growth 15-years):** The price/earnings to growth ratio (PEG ratio) is a stock's price-to-earnings (P/E) ratio divided by the growth rate of its earnings for the last 15-years.

105. **PEG Ratio (based on Average EPS Growth 20-years):** The price/earnings to growth ratio (PEG ratio) is a stock's price-to-earnings (P/E) ratio divided by the growth rate of its earnings for the last 20-years.

106. **PEG Ratio (based on Average EPS Growth 5-years):** The price/earnings to growth ratio (PEG ratio) is a stock's price-to-earnings (P/E) ratio divided by the growth rate of its earnings for the last 5-years.

107. **Profit Margin (Total Operating):** Operating Profit Margin is a profitability or performance ratio that reflects the percentage of profit a company produces from its operations, prior to subtracting taxes and interest charges. It is calculated by dividing the operating profit by total revenue and expressing as a percentage. The margin is also known as EBIT (Earnings Before Interest and Tax) Margin.

108. **Quick Ratio:** The Quick Ratio, also known as the Acid-test or Liquidity ratio, measures the ability of a business to pay its short-term liabilities by having assets that are readily convertible into cash. These assets are, namely, cash, marketable securities, and accounts receivable. These assets are known as “quick” assets since they can quickly be converted into cash.

109. **ROA (TTM):** Return on Assets (ROA) is a type of return on investment (ROI) metric that measures the profitability of a business in relation to its total assets. This ratio indicates how well a company is performing by comparing the profit (net income) it’s generating to the capital it’s invested in assets.

110. **ROC (TTM): **Return on capital, or Return on invested capital (ROIC) is a calculation used to assess a company's efficiency at allocating the capital under its control to profitable investments. The return on invested capital ratio gives a sense of how well a company is using its capital to generate profits.

111. **ROE (TTM):** Return on Equity (ROE) is the measure of a company’s annual return (net income) divided by the value of its total shareholders’ equity.

112. **Sector:** Sector security belongs to based on the Global Industry Classification Standard.

113. **Share Buyback?, Rule #10:** This is Rule #10 from the 12 Rules of Simply Investing. This value determined based on the following two parameters:

- if (Number of outstanding shares in the current year) is less than (Number of outstanding shares in the previous year) then "yes"

- if (Number of outstanding shares in the current year) is greater than or equal to (Number of outstanding shares in the previous year) then "no"

114. **Share Price (End of Day Price):** The share price at the end of business day, business day is referred to as the day when the stock market is open (NASDAQ, NYSE, TSX).

115. **Share Price Date: **The share price date.

116. **SI Criteria (out of 10) using 10-year data:** The SI Criteria maximum grade out of 10, based on 10-year data.

117. **SI Criteria (out of 10) using 15-year data: **The SI Criteria maximum grade out of 10, based on 15-year data.

118. **SI Criteria (out of 10) using 20-year data:** The SI Criteria maximum grade out of 10, based on 20-year data.

119. **SI Criteria (out of 10) using 5-year data:** The SI Criteria maximum grade out of 10, based on 5-year data.

120. **Stock Symbol:** The stock symbol

121. **Total Debt to Equity Ratio:** The Debt to Equity ratio (also called the “debt-equity ratio”, “risk ratio”, or “D/E”), is a leverage ratio that calculates the weight of total debt and financial liabilities against total shareholders’ equity.

122. **Total Stockholder's Equity: **Stockholders Equity (also known as Shareholders Equity) is an account on a company’s balance sheet that consists of share capital plus retained earnings. It also represents the residual value of assets minus liabilities. By rearranging the original accounting equation, Assets = Liabilities + Stockholders Equity, it can also be expressed as Stockholders Equity = Assets – Liabilities.

123. **Undervalued or Overvalued (based on 10-year data), Rule #11.b: **This is Rule #11b from the 12 Rules of Simply Investing. This value is determined based on the following parameters:

- for dividend stocks, if (Current Dividend Yield) is greater than (Average Dividend Yield 10-year) then "undervalued"

- for dividend stocks, if (Current Dividend Yield) is less than or equal to (Average Dividend Yield 10-year) then "overvalued"

- for non-dividend stocks, if (P/E Ratio TTM) is less than (Average P/E Ratio 10-years) then “undervalued”

- for non-dividend stocks, if (P/E Ratio TTM) is greater than or equal to (Average P/E Ratio 10-years) then “overvalued”

124. **Undervalued or Overvalued (based on 15-year data), Rule #11.b:** This is Rule #11b from the 12 Rules of Simply Investing. This value is determined based on the following parameters:

- for dividend stocks, if (Current Dividend Yield) is greater than (Average Dividend Yield 15-year) then "undervalued"

- for dividend stocks, if (Current Dividend Yield) is less than or equal to (Average Dividend Yield 15-year) then "overvalued"

- for non-dividend stocks, if (P/E Ratio TTM) is less than (Average P/E Ratio 15-years) then “undervalued”

- for non-dividend stocks, if (P/E Ratio TTM) is greater than or equal to (Average P/E Ratio 15-years) then “overvalued”

125. **Undervalued or Overvalued (based on 20-year data), Rule #11.b:** This is Rule #11b from the 12 Rules of Simply Investing. This value is determined based on the following parameters:

- for dividend stocks, if (Current Dividend Yield) is greater than (Average Dividend Yield 20-year) then "undervalued"

- for dividend stocks, if (Current Dividend Yield) is less than or equal to (Average Dividend Yield 20-year) then "overvalued"

- for non-dividend stocks, if (P/E Ratio TTM) is less than (Average P/E Ratio 20-years) then “undervalued”

- for non-dividend stocks, if (P/E Ratio TTM) is greater than or equal to (Average P/E Ratio 20-years) then “overvalued”

126. **Undervalued or Overvalued (based on 5-year data), Rule #11.b:** This is Rule #11b from the 12 Rules of Simply Investing. This value is determined based on the following parameters:

- for dividend stocks, if (Current Dividend Yield) is greater than (Average Dividend Yield 5-year) then "undervalued"

- for dividend stocks, if (Current Dividend Yield) is less than or equal to (Average Dividend Yield 5-year) then "overvalued"

- for non-dividend stocks, if (P/E Ratio TTM) is less than (Average P/E Ratio 5-years) then “undervalued”

- for non-dividend stocks, if (P/E Ratio TTM) is greater than or equal to (Average P/E Ratio 5-years) then “overvalued”

127. **Website:** The link (URL) to the company's corporate website.