What’s new – February 2019

During the past 6 months, Uncle Stock received a lot of great user feedback. When feedback is relevant and realistic to implement, it is added. Because it is sometimes hard to notice all the improvements Uncle Stock made, this post can give you some guidance. We are happy to help if you have any further questions about these recent improvements or anything else.

Fundamental metrics

• Total Owner Return, as book value gain plus dividends over a one or multi-year period.
• PEG variants using EBIT, EBITDA and Free Cash Flow, relating Price or EV multiples to growth.
• Valuation using the residual income approach (Intrinsic Value RIM)
• The ERP5. The score is an improvement of Greenblatt. It should normally be calculated, as with Greenblatt, by adding rankings. Sloan ratio (aggregate accruals / assets), measuring accrual anomaly.
• a view for insurances with loss and combined ratio.
• Profit per Employee, to measure financial performance in the digital age.
• Cash to Current Assets, measures a company’s liquidity
• Shares turnover (3 month), to measure stock liquidity.

Technical / momentum metrics

• Total return (price + dividend) as a metric making it possible to screen on past return incl. dividends. As periods, 1 year and several multi-year CAGRs.
• Relative price strength, as “Price.diff industry rCAGR” and “Price.diff industry 1y growth”.
• Price versus moving averages
• RSI – Relative Strength Index
• MACD –  Moving Average Convergence-Divergence

New features

• Increased history depth up to 1993 for averages and CAGRs.
• An exclamation mark to highlight some specific risks. This adds some value to avoid value traps
• It is now possible to provide the number of stocks to be used for the backtest. The lower you go, the higher the error deviation – the higher, the less representative, and the higher the chance to give an incomplete result.
• Standard deviations on the backtest result.
• View to do Dupont analysis. Dupont analysis decomposes ROE to its components: leverage, asset turnover and net margin to have an indication of the relative contribution to the net return.
• Saudi Arabia coverage
• a “recalculate all” button. This will download details and recalculate all stocks in the list, just the same as you would up to now select each stock individually.