ROE

swl_help

I like ROE as a starting point, but it can be distorted by buybacks and leverage. I usually look at ROIC or ROCE alongside it to get a fuller picture of capital efficiency and real business performance. Combining them gives a more balanced view!

yaletown28

ROE is like the GPA of a business tells you how smart it is with your money. Totally underrated metric! I'm with you 10% is my floor too.

Spikemountain

You can't use ROE without conducting a Dupont analysis on it. This will tell you what's driving the ROE and whether it's a healthy factor like profit margin or a not as healthy factor like amount of leverage. 

Business_Raisin_541

Wrong. ROE still matter very much for mature companies with mild revenue growth. For example: Candy See And Nebraska Furniture Mart. Both can be categorized as mature companies with mild revenue growth. Buffett buy them and praise their high ROE or to be more precise ROCE to the moon. And look how much money they have earned for Buffett.

Cash_Flow_Yield

It can help a bit with the earnings volatility but the issues with shareholder's equity will persist. You still can't calculate ROE for McDonald's or Starbucks.

Business_Raisin_541

Doesn't using average 5 year ROE also solve those ROE problem you say?

nolanrayfontaine

This. ROIC actually tells you what the business returns, not just some accounting number that can be gamed. Companies pump up ROE with debt and buybacks all the time. I switched to ROIC years ago and it's way more reliable for spotting actual good businesses versus financial engineering BS.

thepchamp

Totally agree. ROE became a core metric for me once I realized how well it reflects real business efficiency. We dive into this a lot in our [Discord](https://discord.com/invite/sGJyjAjM) group there’s some solid frameworks being shared if you’re into fundamentals.

TheBarnacle63

I use historical ROE>15 or ROI >12

AyuPiyuOp

This 3-metric combo (ROE + PEG + Debt) is a game-changer. I’ve helped rank hundreds of stocks this way in our system. If you're interested in how we refine these, we chat about it in the [community Discord.](https://discord.com/invite/sGJyjAjM)

markpreston54

ROE matters alot to growth companies.  ROE matters much less for mature companies with mild revenue growth 

SunlitShadows466

Why would you creae a screen to get a list of companies you don't want? That makes no sense. If you want ROE > 20%, PEG < 1, etc, put that in the screen. We screen for what we want, not garbage we don't.

IDreamtIwokeUp

Cash not properly invested is a huge opportunity cost. If Warren can't invest that cash, he should give it to shareholders (which I am one) who can. Distributions are a financial matter...not a fundamental factor. So yes...BRK.B's total profits won't benefit from a distribution. But that misses the point. Total company revenue/profit is secondary to return on shares. By distributing excess retained earnings, BRK.B would be improving their ROE which would ultimately increase valuation ratios.

18lbl

GOOGL is the definition of a high quality company. P/E ~20, ROE ~30% p.a. in recent years, 100 Bil net income. All of that wrapped up alongside their moonshot plays. This is just pure value.

ughlump

Thanks but I’ll pass. Return on equity (ROE) is -236.10% and return on invested capital (ROIC) is -94.54%. Return on Equity (ROE) -236.10% Return on Assets (ROA) -58.47% Return on Invested Capital (ROIC) -94.54% Return on Capital Employed (ROCE) -104.41% Revenue Per Employee $3,439 Profits Per Employee -$769,622

Famous-Profile-9230

So what you’re saying is: “With TradingView, we have all the indicators and formulas we need. Moreover, all indicators are technical indicators tied to the time scale we choose. It’s up to the user whether to use them dynamically on charts or to filter companies.”" is that it ? >All indicators are points in time, even ones you use (ROIC, ROE), with the only difference that their interval is quarterly, instead of daily/weekly/etc. While it’s true both types of indicators are snapshots at specific times, the difference in update frequency and nature of the data is critical — **fundamental indicators** reflect underlying company performance over longer periods, while **technical indicators** reflect price movements and market sentiment on shorter timescales. MACD, for example, is a technical indicator based entirely on **stock price movements** and is mainly used to spot short-term trend changes. In contrast, PER (Price-to-Earnings Ratio) ties the company’s market value to **its actual earnings**, offering a perspective on its **underlying profitability** rather than just its price behavior. `PER = Stock Price / Earnings Per Share (EPS)` where: `EPS = (Net Profit - Dividends on Preferred Shares) / Total Number of Shares` => These figures come from audited financial statements published quarterly or annually, and cannot be derived from price movements. On the other hand: `MACD = 12-day EMA - 26-day EMA` The EMA here, and all other moving averages, are calculated solely based on historical stock price data. From what I’ve seen, TradingView seems primarily geared toward users who rely on real-time data and focus on short-term momentum shifts in stock prices. Personally, I found the platform a bit overwhelming — with all the chart overlays, fast-moving indicators, and technical tools. This feature set feels overwhelming for users like me who prefer to focus on long-term fundamentals. My goal, instead, is to evaluate companies based on their business fundamentals — things like profitability, efficiency, and financial health — not on how their stock happens to fluctuate minute by minute, which often feels like noise when you’re focused on long-term value. That's why I said my tool is different, because it is designed to help investors build their own value investing strategies based on fundamental analysis — instead of relying on momentum or technical trading approaches focused on price trends and chart patterns*.* Thanks for your comment it helped me clarify my point. I hope this also helps others. Anyone is welcome to add feedback or react to this comment to help me better understand what I’m doing. I’m new to this business and eager to learn.

lambrospetrou

I might be missing something but in your description above you mentioned "Score 300+ stocks on a 0-100 scale based on custom formulas (like PER, ROE, etc.)" that are technical indicators like the ones I mentioned. Also, looking at your tool I see the same thing. The get started guide has formulas entirely with these formulas. I don't see how this is different. > My tool is focused on fundamental analysis, not price action or chart signals. It’s for people who want to filter or score stocks based on business metrics like ROIC, ROE, margins, growth, and so on — not moving averages or MACD. These indicators are all in the same category as MAs/MACD etc. If you use them on charts or not is irrelevant. I use them mostly as a filtering for companies overall. All indicators are points in time, even ones you use (ROIC, ROE), with the only difference that their interval is quarterly. Good luck with your project, though.

Famous-Profile-9230

Hey, thanks again for your message — it really helped me better understand what you’re looking for. From what I understand, you’re focusing on **trustworthy, long-term dividend income**, and that means not just seeing if a company is solid *this year*, but whether it has shown **resilience and consistency over time** — especially with things like dividend growth, payout stability, and free cash flow strength over 5–10 years. That totally makes sense. Right now, the tool I built focuses more on **snapshot evaluations**: the formulas apply to a **single year of data** (current ROE, EPS, dividend per share, etc.). That gives a quick picture of a company’s financial health and dividend behavior *at a given moment*. For example, the “Dividend Aristocrats” and “Dividend Focus” templates (see [here](https://trading.devekla.com/getstarted)) are already built to highlight companies that *look reliable right now*, based on solid fundamentals. That said, I don’t yet have **historical depth** — meaning: I’m not calculating growth rates or trends over time. But the good news is, that’s not a technical limitation. The formulas are already set up in a flexible way — it’s mainly a **data sourcing question**. If I can get reliable multi-year data (which I’m currently working on), then extending the logic to show **dividend growth, consistency, and sustainability over time** is very doable. So if this kind of direction is useful for you (and others - feel free to upvote this comment for example), it definitely gives me a strong reason to focus on adding historical metrics and long-term views. The underlying logic is already here — it’s just a matter of scaling it with more data. Thanks again for sharing your thoughts — this kind of feedback is exactly what helps me shape the tool into something truly useful. And by the way, since you mentioned you might take a closer look next weekend, I can DM you a premium login (username + password) so you’ll be able to test everything without limits. It’s still early days for the premium plan, but you’ll have access to all formulas, and your feedback will be very welcome. Let me know if that sounds good to you!

Famous-Profile-9230

Hey! Thanks for your message — yeah I know a bit TradingView along with PineScript, but I think it’s more about customizing indicators on price charts, especially for **technical analysis**. But what I’m building is pretty different in both purpose and logic. My tool is focused on **fundamental analysis**, not price action or chart signals. It’s for people who want to **filter or score stocks** based on business metrics like **ROIC, ROE, margins, growth**, and so on — not moving averages or MACD. Basically, I want users to define their own idea of what makes a “good” company, and then see which companies best match that. So it’s more for investors who want to compare business quality and less for traders looking at momentum or patterns. Let me know if you’ve tried the tool — I’d love your feedback if something feels obviously missing or wrong. I’m still building, so I can adapt it based on what people really need. Thanks again for your comment,

JeffB1517

I think you have X and Y backwards but yes. I'm using your model where the dividend is irrelevant. The underlying ROE is the same if we assume the Equity is the same. Assume the $1 per share were in a bank account. X keeps the $1 and Y pays it out as a dividend. Otherwise everything else is the same. But of course in the model we want to have X investing it since that's the whole point of low vs. high dividend.

davecrist

$500? JFC. And I know that all you did was prompt chatGPT for an app that would do it. I fear that someone dumb enough to give you $500 for this would then blindly follow the advice that it got an LLM to generate. Here is your app that anyone can run in their browser for free: ~~~ <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0"/> <title>Investment Prompt Generator</title> <style> body { font-family: Arial, sans-serif; background-color: #0a0a0a; color: #f2f2f2; padding: 40px; max-width: 800px; margin: auto; } input[type="text"] { width: 60%; padding: 12px; font-size: 1rem; margin-right: 10px; border-radius: 4px; border: 1px solid #ccc; } button { padding: 12px 20px; font-size: 1rem; border: none; border-radius: 4px; background-color: #1a73e8; color: white; cursor: pointer; } button:hover { background-color: #1558b0; } textarea { margin-top: 30px; width: 100%; height: 300px; padding: 16px; font-size: 0.95rem; border-radius: 4px; border: 1px solid #444; background-color: #111; color: #f8f8f8; resize: vertical; } .label { margin-bottom: 10px; display: block; font-weight: bold; } </style> </head> <body> <h1>📊 Investment Prompt Generator</h1> <p>Enter a stock ticker or company name to generate an expert LLM prompt:</p> <input type="text" id="tickerInput" placeholder="e.g. AAPL or Apple Inc." /> <button onclick="generatePrompt()">Go</button> <div id="outputContainer" style="display:none;"> <label class="label">🔗 Copy this prompt into ChatGPT, Claude, etc.:</label> <textarea id="generatedPrompt" readonly></textarea> </div> <script> function generatePrompt() { const ticker = document.getElementById("tickerInput").value.trim(); const outputContainer = document.getElementById("outputContainer"); const output = document.getElementById("generatedPrompt"); if (!ticker) { alert("Please enter a company name or ticker."); return; } const prompt = `You are an expert financial analyst and investment researcher. Please create a detailed investment analysis prompt for the company or stock: **${ticker}**. Instructions for building the prompt: 1. Gather current financial data (e.g. revenue, earnings, margins, debt, valuation metrics, recent performance) from public sources like Yahoo Finance, Morningstar, or company filings. 2. Apply relevant investing frameworks from Warren Buffett, Benjamin Graham, Peter Lynch, or modern quantitative models. 3. Include sections for: - Competitive advantages (economic moat) - Valuation (P/E, DCF, comparables) - Financial health (debt, margins, ROIC, ROE) - Growth outlook and market risks - Management quality (if possible) Format the final prompt clearly so another LLM can use it to provide a complete investment analysis on **${ticker}**.`; output.value = prompt; outputContainer.style.display = "block"; } </script> </body> </html> ~~~

redditissocoolyoyo

Technical Outlook: Technical indicators present a bearish outlook for PSTV. The Relative Strength Index (RSI) is at 37.44, indicating potential overselling. Moving averages across various periods (5-day, 10-day, 20-day, 50-day, 100-day, and 200-day) all signal 'Sell' recommendations. The Moving Average Convergence Divergence (MACD) is at -0.015, further supporting a bearish trend. ([investing.com](https://www.investing.com/equities/cytori-therapeutics-technical?utm_source=openai)) Risk Factors: PSTV's financial position is precarious, with a net loss of $13.32 million over the past year and a negative return on equity (ROE) of 9.88%. The company has a high debt-to-equity ratio of 36.79%, indicating potential solvency issues. Additionally, the stock has experienced significant volatility, with a 52-week range between $0.16 and $2.31, reflecting investor uncertainty. ([tipranks.com](https://www.tipranks.com/stocks/pstv/statistics?utm_source=openai)) Key Metrics: PSTV's market capitalization is approximately $6.118 million, with 32.72 million shares outstanding. The company reported revenue of $5.206 million over the trailing twelve months, with a net income of -$13.32 million, resulting in an earnings per share (EPS) of -$4.24. The price-to-earnings (P/E) ratio is negative, further indicating financial challenges. ([tipranks.com](https://www.tipranks.com/stocks/pstv/statistics?utm_source=openai)) Market Sentiment: Analyst consensus rates PSTV as a 'Strong Buy,' with an average price target of $9.83, suggesting a potential upside of over 3,000%. However, this optimistic outlook contrasts with the company's current financial difficulties and bearish technical indicators, leading to mixed market sentiment. ([tipranks.com](https://www.tipranks.com/stocks/pstv/statistics?utm_source=openai))

Grouchy-Stretch-6517

Bro, he's saying if you're trying to make predictions on a rigged market without actually being within those circles of trump and Co, you're basically gambling. There are things that have proved undeniable over the years as an indicator for a stocks direction long term such as ROCE, CAPE, ROI, ROE etc which can help assess its profitability and valuation against the broader industry. If you're betting on the fact trump might manipulate a stock in the short term, might as well put it all on black on a roulette wheel.

JelisHermes

Great post and I love that you brought up Keynes. “When the facts change, I change my mind” is exactly the kind of flexibility long-term investors need. I agree we’re still early in the AI S-curve, and the growth cycle may have a long runway. But I also think some “value” names have changed too — not in price, but in how they grow. I’ve been exploring companies that sit at the intersection of value and growth: strong cash flow, recurring revenue, asset-light models, but still ignored by most. One I came across is FranklinCovey, not an AI play, but they quietly transitioned to a SaaS-style model with impressive ROE and long-term contracts. Maybe the new question isn’t *growth vs value*, but: Which businesses can compound quietly while everyone else watches the loud ones?

Southern_Dragonfly34

Because they are not. The ROE of sp500 is 21% and that of nasdaq100 is 27%. No other markets are even close. American stocks are more expensive than other markets and that happens for a reason

JelisHermes

Microsoft is definitely a beast , between Azure, OpenAI partnership, and enterprise moat, it’s hard to argue with the long-term thesis. Personally, while I hold a bit of MSFT, I also try to diversify into lesser-known names that compound quietly, steady cash flows, high ROE, and no headlines. Feels like the market sometimes over-rewards momentum, but real wealth is built holding quality for 10+ years, whether it’s a giant like MSFT or a smaller business with predictable economics. Curious if others here try to pair the two: one mega-cap growth play and one small cap compounder?

Rafiq07

Not really. I think I said in a previous post they're generating good returns based on ROE, ROCE and ROA. Healthy free cash flow with reasonable debt to equity. Also includes a decentish 2.5% dividend that they easily cover. Don't get me wrong I think they're slightly overpriced but they've got good fundamentals and that's before considering the brand recognition you've mentioned. DCA in and don't aggressively purchase large amounts right now and I think they'll be good for the long haul.

JelisHermes

Agree — both ASML and TSM feel like foundational “picks & shovels” with strong fundamentals. I've also been exploring a few outside the semiconductor space that fit a similar mold: stable cash flows, high ROE, recurring revenue. One recent example that caught my eye was FranklinCovey, not flashy at all, but it runs a leadership training platform with SaaS, like margins and compounding characteristics. Not tech, but kind of the same “quiet compounder” logic. ROE’s around 17%, margins are solid, and it’s one of those companies that doesn’t make headlines but keeps compounding underneath the radar.

JelisHermes

ASML is basically the ultimate picks-and-shovels play in the semi ecosystem. If you’re long semiconductors but wary of NVDA’s valuation, ASML gives you exposure to the entire pipeline without betting on one end-market winner. Personally, I’ve been trying to balance my portfolio with a few high-ROE, wide-moat names that quietly compound over time. ASML fits that profile, even if it’s lumped into “tech.” It’s capital-intensive, yes, but incredibly hard to disrupt.Would love to hear if others use this kind of upstream-downstream pairing as a strategy , e.g., NVDA + ASML, or TSMC + equipment vendors, etc.

Heklyr

I think this is a ROE type thing where they can cause collateral damage without killing people so it isn’t considered an act of war. Like a gentleman’s agreement…I could also be talking out of my ass

JelisHermes

Not financial advice — just did a quick look at TTWO since your post caught my eye. You're right that GTA 6 is a major catalyst. But here's the broader picture: * Price is \~$238, very close to 52-week highs * Fair value estimates (like Investing.com) put it closer to **$169**, meaning it’s potentially **\~29% overvalued** * EPS forecast is very strong (**+110%**), but current earnings are negative (P/E around **-8.8**) * Technically it’s in a strong uptrend: RSI near 72, MACD still bullish, and price riding above both the 50- and 200-day MAs * Gross profit margin is solid (**58%**), but **ROE and ROA are deeply negative** right now * No dividend, pure growth play So: hype is justified — but price may already reflect a lot of future success. If you're long-term and believe in Rockstar delivering a hit *and* future recurring revenue, it's worth tracking. Otherwise, maybe wait for a pullback. Hope that helps!

ASerialArsonist

The use of "TaLibAn BEAt aMerIca" is so unbelievably vapid. We went to war with an ROE. A loser does not have an ROE. We didn't send our entire military might over there and used a very limited degree of capabilities in the grand scheme of things, and we still had troops all over the planet that entire time. We could have leveled every building with a suspected taliban member in it, and hit them with all sorts of ordnance and artillery across the entire country of Afghanistan. We instead protected civilians and picked our battles, "hearts and minds". I am not arguing we were doing anything productive over there other than testing some toys and wasting young lives, but we didn't lose. We went in hard on Afghanistan's pussy, got limpdick, sat in there hoping we'd get hard again, then eventually leaving in shame, forgetting to grab our wallet as we left.

Apart-Ad7053

Hey there! I’ve been down the same rabbit hole of SEC filings and quarterly reports—here’s what’s worked for me: **Books** * *The Intelligent Investor* by Benjamin Graham – helps you think like a value investor and spot the oddball numbers. * *Investment Valuation* by Aswath Damodaran – super detailed on different valuation methods, with real examples. * *Financial Statement Analysis* by K. R. Subramanyam – a hands-on guide to decoding balance sheets, income statements, and cash flows. **LLM Platforms I’ve Loved** * **Perplexity AI** ([https://www.perplexity.ai/](https://www.perplexity.ai/)) – great for fast, sourced answers when you need a quick explainer. * **FinChat** – tailored for financial questions, from ratios to valuation concepts. * **Reporto** ([http://reporto.co](http://reporto.co)) – auto-pulls key ratios like ROE, profit margin, and asset turnover straight from any PDF or SEC filing in seconds. Hope that helps

MindMugging

Why do you assume break even cash flow? Even long term rental you can get positive cash flow once stabilized - price 300K - down pay 60K - mtg-+tax 1800 - income 2200 Annual rate - income 26,400 - exp 21,600 - gross income 4,800 - appreciation 9,000 - upkeep -3,000 - rough net income 10,800 - tax break 3,000 - annual return 13,800 - ROE 13800/60000=0.23

Immediate-Sky9959

Take a look at what the top 3 Investment banks make per quarter in FICC and Govy Trading. On average they are all fairly happy with a low double digit ROE.

CompanyCharts

The margins are just not improving along with ROA and ROE taking hits. https://preview.redd.it/r8el461cqu5f1.png?width=1400&format=png&auto=webp&s=f0538606060489216038d4b2afa4c448b8011928

AffectionateAd3773

It's a classic sentiment vs. fundamentals battle. The story on the street is negative, but the numbers still show a high-quality business with a 42.5% ROE, minimal debt (0.36 D/E), and a 'Buy' rating from quant models. Makes the decision here really interesting.

Immediate-Sky9959

5 things: 1- Do you know what Goldman has done this week, last week, this month, last mont or YTD? 2- As a Primary Dealer they are (FED) forced to supply liquidity to the markets so evens small piss-ant accounts like yours can trade. 3- Have you any clue as to what their ROE or ROI are outside of Customer trades? 4-How many Pension funds, Money Managers, and Asset Managers do you support? GSAM, JPAM, Blackrock, Vanguard, State Street, Pimco, Wamco, TCW, Texas Teachers, Calpers, Calstrs, I am absolutely sure you have Trading privileges with all of them. 5- I don't know who you trade with , and don't care, but your local Broker/Dealer facilitates trades with any one of the Primary Dealers ultimately.

ButterPotatoHead

I have often wondered if the rise of tech stocks has led to a broad increase in PE ratios. Tech companies have better metrics in terms of profitability, ROE, ROIC, cash flow, etc. which leads to higher multiples. The larger the tech companies get and the more industries they take over, the higher the PE ratio will be for the entire market.

FullyLoadedClipsYT

Alright degenerates, here’s the full rundown on HIVE Digital Technologies Ltd. (TSXV: HIVE) — the former crypto miner turned AI hype play that’s trying to ride both the Bitcoin rocket and the GPU gravy train. As of May 26, 2025, HIVE is rocking a market cap of CAD 427.35M, with a stock price around CAD 2.75 and 180.88M shares outstanding. Financials? Buckle up. FY2024 revenue hit CAD 114.5M, but they posted a CAD 51.2M net loss and negative gross profit of CAD 26M — not exactly stonks. Assets are solid though at CAD 307.6M, and they’re only carrying CAD 30.6M in debt, so they’re not overleveraged like your cousin’s margin account. Their P/S ratio is about 3.7x, and P/B is 1.4x, but P/E doesn’t exist ‘cause they’re not printing profits yet (diamond hands needed). They’re trying to pivot into high-performance computing and AI data centers — hence the rebrand — and are aiming to hit 25 EH/s in Bitcoin hashrate, which is giga-chad territory. They’ve got mining ops in Canada, Sweden, and Paraguay, using green energy to keep ESG Karens quiet. Gross margins are still negative (ouch), and while we don’t have exact ROE or ROA, it’s safe to say they’re not popping champagne in accounting. On the risk side, they live and die by Bitcoin’s mood swings, hardware costs, energy prices, and regulatory whiplash — so expect volatility higher than your ex’s emotions. That said, institutional ownership is around 18%, insiders own a measly 0.32%, and beta is a spicy 3.52 — so it moves faster than a YOLO options chain. TL;DR: HIVE is a high-risk, high-aspiration bet on both crypto and AI, backed by renewable energy and an ambition to be more than just another miner. If BTC moons and AI becomes the second coming, HIVE could print. If not, well… it’s not the first time this sub has collectively held a flaming bag. Do your DD, but don’t say Daddy WSB didn’t warn you.

Drackovix

I used stock screener on moomoo with filters like ROE and growing revenue. Found ASML and NVO, both look pretty good.

TheHiveMindSpeaketh

Finally caught up on RenRe's ($RNR) Q1 results. Tracking to repeat last year's performance of $1.1B in investment income on a market cap of $12B. Meaning if the leading prop-cat reinsurer suddenly becomes so bad at underwriting that their underwriting profits go to $0 forever, you're still getting a 9% ROE on an investment portfolio that's mostly treasuries. If they are still good at underwriting it's upside from there. Not correlated with recession, no tariff impact, climate change secular growth driver. Most no-brainer stock I own

no1vv

The most annoying part for me? Spending 30+ minutes trying to figure out if a stock is even *worth* diving deeper into. You open 6 tabs… start with charts… then earnings… then some random Reddit thread… and you’re still not sure whether to commit time or just skip. That’s why I started using [**TheAnalystAI**](https://theanalystai.com). It lets me create a custom research strategy (like “good ROE + bullish sentiment + strong 1-month momentum”), and instantly scores stocks based on that. If it scores well → I dig deeper. If not → next. Saved me hours of mental ping-pong. Highly recommend it if that “gray area” frustrates you too.

elgrandorado

Yeah blindly following the crowd on indexes isn't wise. The US hasn't lost it's technology edge yet, and many of the underlying fundamentals of the best US companies are unparalleled (ROIC, FCF, ROE, etc. metrics). I personally try to run an 80/20% US/ex-US index split in my retirement accounts, but I've been doing that for years to diversify.

no1vv

Great question — I remember being in the exact same spot. Here’s how I do my research now (after going through the phase of juggling 10 tabs and still being confused lol): 1. **Define what I care about:** * For long-term: ROE, revenue growth, net margin, consistency * For swing trades: recent price action, sentiment, short-term technicals * For both: I always factor in some form of **sentiment** — Reddit, news polarity, etc. 2. **Use TheAnalystAI** to bring it all together * I literally set the weightage I want on each factor (e.g. 30% fundamentals, 40% technical, 30% sentiment) * The platform scores each stock based on *my* logic * Then I swipe through matches, save the good ones, and dig deeper with the reports it generates It’s way easier than manually checking Finviz, Reddit, news, etc. separately — and I still feel fully in control of my research. If you’re just starting, this setup helped me go from overwhelmed to consistent. 👉 [https://theanalystai.com](https://theanalystai.com) Happy to share a sample setup if it helps anyone!

MindMugging

Based on your description, I don’t think you’re incorporating majority of the risks. Not that I’m saying what you’re thinking is completely wrong. Fair disclaimers: I don’t know the company DX and I don’t usually dig into REITs. Just know the high level methods in analyzing them. - DX invest in mbs and cmbs. Don’t know if they hold physical buildings or just paper. All I can think about is exposed to personal mortgage delinquencies and office buildings delinquencies - stable post covid. CMBS contracts generally runs 10 year contract. Have we seen most the contracts roll over yet? Are there any contract cliffs? - personal mortgage delinquencies is way too complicated to get into. I’m going to assume we aren’t seeing another GFC - general REIT. Dividends is nice but 16% + a 2% price return is pretty much all the value for it. Imagine a company had a ROE of 18%, which is not rare, and everything else held constant. The value of the company go up 20% so then wouldn’t the market cap go up by that same amount? Like I said everything else like supply/demand/irrational-investor aside. - so what’s the difference? You do you, and adding reit is not a bad idea for diversification but I’m just adding this to get you to think about what dividend means in relationship to the company as a whole.

Canyacsero

Leverage increases ROE as long as ROA is above interest rate of debt.

Capable-Commission-3

Google ROE: 34% ROIC: 21.4% Profits per employee: $605k Tesla ROE: 8.77% ROIC: 5.3% Profits per employee: $48k One company is so successful it’s a monopoly whose name is used as a verb for the service it provides. The other has dealerships being firebombed and customers returning vehicles at a loss specifically because of its CEO.

vanisher_1

ROE for CCs compared to the 24% of CSPs? 🤔

DLightman1983

I've been doing well selling NVDA CC's and CSP's on NVDA and PLTR at around a 30 delta three to four weeks out. For CSP's I've been getting about a 2% ROE per trade amounting to about a 24% annualized return so not a bad use of that cash.

Immediate-Sky9959

If you ever worked on a real trading desk you would be looking at forward. My MBA is from Wharton , my MS in Applied Statistical Analysis is from Hopkins , no one ever gave a F\*\*\* about how I typed or if I spelled a word wrong. 20 yrs with an avg. ROE of 25 , desk had a balance sheet of $40bln.

_hiddenscout

$PLMR * Net income increased 62.5% YoY to $42.9 million * Gross written premiums grew 20.1% to $442.2 million * Adjusted net income surged 84.6% to $51.3 million * Combined ratio improved to 73.1% from 76.9% * Annualized adjusted ROE increased to 27.0% from 22.9% * Company raised full-year 2025 guidance * Strategic acquisition of Advanced AgProtection completed * Attritional loss ratio increased to 23.9% from 21.8% * Net realized and unrealized investment losses of $2.3 million vs. gains of $3.0 million in prior year Mac Armstrong, Chairman and Chief Executive Officer, commented, “I am very pleased with our strong start to 2025, as our first quarter saw sustained gross written premium growth and record adjusted net income. The quarter featured 85% adjusted net income growth, a 69% adjusted combined ratio, and a 27% adjusted ROE. Our results demonstrate our continued execution of the Palomar 2X strategic imperative as well as concerted efforts to build a leading specialty insurance franchise with a resilient and diversified portfolio.  Our 20% gross written premium growth was driven by both new products like Crop and Casualty as well as our balanced mix of residential and commercial property products. Importantly, our same-store premium growth rate was 37%, demonstrating the strong underlying momentum that exists across our portfolio of specialty products.”    Mr. Armstrong continued, “Beyond our financial performance, we remain focused on executing all our 2025 strategic imperatives. We continue to make investments across our organization, including the successful acquisition of Advanced AgProtection. This acquisition enhances the talent and operational scale of our Crop franchise and is expected to strengthen the near-term and long-term prospects of Palomar.”  

IAMSXD

Another thing to consider going back to the original post is that you were convinced the stock would not make it above $200. So in your “buy the ITM call” example, you could buy the $90C for $56 and sell the $200C for $26 creating a net debit of $30. Now your denominator drops from $5600 to $3000 which significantly increases your ROE (income/money spend). You make more money in every scenario ($2600 more for every 1-lot) under every scenario with the stock <= $226 at expiry. Only with the stock > $226 does the call spread scenario make you less money than just buying the calls (actual calls or synthetic calls). Depending on the numbers, some may feel the extra money ($2600 in this example) is worth giving up what they perceive to be less likely upside scenario.

Lumpy_Taste3418

This is still a parimutuel betting system; the roulette analogy is apt to describe that, not a "50:50." If we sum up the probability distribution curves by direction, it is close to "50:50" in the short term. It isn't "50:50" long term, which is why the vast majority of the short-term concerns are massive distraction and bullshit. Warren Buffett must not have significant money, or your representation is false. I'm going to take door #2 on that one. A hedge put together by someone who understands markets, risk, duration, probability curves, real rates, nominal rates, ROI, ROA, ROE, etc., can increase probabilities in their favor. This is Reddit; they are spouting "Chicken Little" concerns. That isn't CFA/PhD in finance, that is Chad, who thinks that 280k in an account is a "large position." He isn't hedging but rationalizing his speculation, motivated by fear.

EssayTraditional2563

Multiples aren’t just based on business models but also growth (if anything, more so based on that). If SOFI is hitting ROE way above traditional banks, it makes sense for it to trade at a significantly higher multiple.

ChinaWetMarketLover

I was wondering this too. I did some extensive research yesterday on this. GPN has been an absolute lemon these past 6 years. The have rarely if ever beat earnings, and when they have it is a minor beat. They acquired TSYS in 2019 for around $21 billion. This lead to dilution and increased debt/leverage. This negatively impacted ROE, and synergies seem to have been overblown. They’re been focused on paying down debt and share buybacks these last few years. They’re haven’t mentioned any interest in acquisitions. The news yesterday came as a huge surprise and was a complete change in tune. Worldpay was acquired by FIS in 2019 for around $40 billion. That acquisition went very poorly and it was carved out and majority stake sold to a PE company. So after seeing their equity value plummet over the past 6 years after a huge acquisition, GPN shareholders were surprised by another huge acquisition of a company that failed in a recent acquisition. GPN’s debt already perpetuates a low ROE. With this deal, in the short and medium term, ROE will be pressured and equity will be further diluted (shares given to the PE company). In the long term (2028+), this may work out well for GPN. But, that is NOT guaranteed. This deal increases leverage and therefore risk and could lead to downfall. With the current negative macro picture, the risk is real. Shareholders are understandably pessimistic on management’s ability to execute. And the risk reward isnt very enticing. Benefits won’t be seen for several years if ever.

TeflPabo

$JPM EPS: $5.07 (Est. $4.65); UP +14% YoY Managed Revenue: $46.01B (Est. $44.39B); UP +8% YoY Provision for Credit Losses: $3.31B (Est. $2.70B); UP +75% YoY Net Reserve Build: $973M Net Income: $14.64B; UP +9% YoY ROE: 18% ROTCE: 21% CET1 Ratio (Std.): 15.4% Book Value per Share: $119.24; UP +12% YoY Tangible Book Value per Share: $100.36; UP +13% YoY Outlook: SEES FY NET INTEREST INCOME ABOUT $94.5B, SAW ABOUT $94B Capital & Liquidity: Cash & Marketable Securities: $1.5T Average Loans: $1.3T; UP +2% YoY Average Deposits: UP +2% YoY Share Buybacks: $7.1B Quarterly Dividend: $1.40/share; $3.9B total Segment Highlights Consumer & Community Banking (CCB): Revenue: $18.31B; UP +4% YoY Net Income: $4.43B; DOWN -8% YoY Card Services & Auto Revenue: $6.85B; UP +12% Debit & Credit Card Sales Volume: UP +7% YoY Active Mobile Customers: UP +8% YoY Provision for Credit Losses: $2.63B; UP +37% YoY Card Net Charge-Off Rate: 3.58% Corporate & Investment Bank (CIB): Revenue: $19.67B; UP +12% YoY Net Income: $6.94B; UP +5% YoY Investment Banking Fees: $2.27B (Est. $2.34B); UP +12% YoY FICC Trading Revenue: $5.85B (Est. $5.99B); UP +8% YoY Equities Trading Revenue: $3.81B (Est. $3.18B); UP +48% YoY Securities Services Revenue: UP +7% YoY Markets Revenue: $9.7B; UP +21% YoY (Record Equities Performance) Asset & Wealth Management (AWM): Revenue: $5.73B; UP +12% YoY Net Income: $1.58B; UP +23% YoY AUM: $4.1T; UP +15% YoY Client Assets: $6.0T; UP +15% YoY Net Inflows: $90B Higher asset-based and brokerage fees supported growth Corporate: Revenue: $2.30B; UP +5% YoY Net Income: $1.69B; UP +150% YoY Includes $588M gain from First Republic-related asset sale Expense fell sharply due to reversal of FDIC special assessment

creemeeseason

MTD getting to a level where their buyback program will become really effective. Really drawing my curiosity is the low beta, high ROE names. CSU, BRO, AZO.....so easy to hold through volatility because they don't get much of it. However, they're all amazing compounders long term.

xwads

Only buy individual stocks that will continue to have a reason to go up after this mess ends. Ones that show relative strength in their fundamentals, high EPS, sales, revenue growth, earnings. Low debt, high ROE, innovative products/management, etc. Avoid buying anything because it’s a “discount” some of the best growth stocks after the 2000’s .com bubble blew up and took 10-12 years to break even with some never coming back, so be wise about what you choose. If you want to take the easy route, dollar cost average a safe S&P500 ETF fund and set up a plan to add to it daily/weekly/monthly, it will go down in value but should only take a few years to recover and if you are holding for a very long time frame this is your best option imo. You can also sit in cash or put money in bonds if you want to avoid a bear market or recession all together. Just my 2 cents

Beginning-Zombie-862

**System I'm Using (Started January 3rd):** I use Finviz to filter stocks based on fundamentals and momentum. These are the filters I use: * **Market Cap**: Over $10 billion * **P/E Ratio**: Over 10 * **EPS Growth (Past 5 Years)**: Positive * **Sales Growth (Past 5 Years)**: Over 10% * **Debt-to-Equity**: Under 1 * **Return on Equity (ROE)**: Over 10% * **Operating Margin**: I adjust this based on how many stocks pass.  - If too many pass, I raise it by 5%  - If too few pass (under 5 stocks), I lower it by 5% * **Price Above SMA50 & SMA200** * **RSI**: Under 60 Once I filter the stocks, I score them based on these 4 categories: * EPS Growth (higher = better) * Debt-to-Equity (lower = better) * Operating Margin (higher = better) * Distance above SMA50 (higher = better) Each stock gets points based on how it ranks in those 4 categories. I invest more money in the higher-scoring stocks, and usually hold between **5 and 8 stocks** at a time. **When I Sell a Stock:** I sell a stock if: 1. It no longer meets **any one** of the filters above **OR** 2. A new stock enters that meets all filters and has a higher operating margin, and I already own 8 stocks — in that case, I remove the stock with the weakest operating margin to stay within my 5–8 range. **Where I'm At:** * I started the system on **January 3rd** * By **February 11th**, I was up **18%** * Now it’s **April 2nd**, and I’m **back to breakeven** It’s worth noting that about **5% of that 18% gain came from one lucky earnings jump**. The rest of the gains were just from following my system.

aesthetics4ever

Not to mention TSLA’ TTM EPS growth is -52.64% while GOOGL is +38.67%. TSLA current ROE at 1.52% and GOOGL at 32.91%. We are only at the start of this correction. Not gonna be favorable to retail investors.

DC9B717Captain

I only discuss my financial information with 1.) my wife 2.) my accountant 3.) my attorney 4.) my Options Broker and 5.) the IRS. But not necessarily in that order. My Return on Investment (ROI), Return on Equity (ROE), Return on Assets (ROA) and Return on Capital (ROC) are not publically available. I can tell you that my retirement from having been an airline pilot is an amount that supports me in the lifestyle to which I have been accustomed. IAW I don't drink cheap bourbon.

Environmental-Meal14

January earnings release for Q3 2024 was not great, resulted in declining performance metrics which caused a gap down. Revenue decreased 10% to USD 551 million in Q3 2024, while retail sales fell 8% to 12,548 cars compared to Q3 2023. The company posted a USD 323 million net loss and USD 180 million adjusted EBITDA loss, though showing a 28% EBITDA improvement versus Q3 2023  Late February positive news that PSNY has secured a 12-month term facility of up to USD 450 million and has renewed the EUR 480 million Green Trade Finance Facility (TFF), it still gapped down further.  Even with further positive news on 03/05-03/06 the stock only dropped further, until interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows:  *"Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times."*  Debt is not great and neither is 0.06% insider ownership. ROA, ROE, ROI, and All Margins in red.  CEO very nervous about "short term tariff pain" and expressed concerns multiple times to the press.  PSNY is also currently up from all-time low & 52-week low of $0.61 in 2024, with current price of $1.13, so risk gap may be up to 0.52 (or more).  Even with positive news on 03/05-03/06  the stock only dropped further until, interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows:  "Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times."  In my opinion, overall, the risk/reward is not in favor of investing, but best to all that have/will take a position.

Environmental-Meal14

January earnings release for Q3 2024 was not great, resulted in declining performance metrics which caused a gap down. Revenue decreased 10% to USD 551 million in Q3 2024, while retail sales fell 8% to 12,548 cars compared to Q3 2023. The company posted a USD 323 million net loss and USD 180 million adjusted EBITDA loss, though showing a 28% EBITDA improvement versus Q3 2023  Late February positive news that PSNY has secured a 12-month term facility of up to USD 450 million and has renewed the EUR 480 million Green Trade Finance Facility (TFF), it still gapped down further.  Even with further positive news on 03/05-03/06 the stock only dropped further, until interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows:  *"Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times."*  Debt is not great and neither is 0.06% insider ownership. ROA, ROE, ROI, and All Margins in red.  CEO very nervous about "short term tariff pain" and expressed concerns multiple times to the press.  PSNY is also currently up from all-time low & 52-week low of $0.61 in 2024, with current price of $1.13, so risk gap may be up to 0.52 (or more).  Even with positive news on 03/05-03/06  the stock only dropped further until, interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows:  "Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times."  In my opinion, overall, the risk/reward is not in favor of investing, but best to all that have/will take a position.

Environmental-Meal14

January earnings release for Q3 2024 was not great, resulted in declining performance metrics which caused a gap down. Revenue decreased 10% to USD 551 million in Q3 2024, while retail sales fell 8% to 12,548 cars compared to Q3 2023. The company posted a USD 323 million net loss and USD 180 million adjusted EBITDA loss, though showing a 28% EBITDA improvement versus Q3 2023 Late February positive news that PSNY has secured a 12-month term facility of up to USD 450 million and has renewed the EUR 480 million Green Trade Finance Facility (TFF), it still gapped down further. Even with further positive news on 03/05-03/06 the stock only dropped further, until interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows: *"Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times."* Debt is not great and neither is 0.06% insider ownership. ROA, ROE, ROI, and All Margins in red. CEO very nervous about "short term tariff pain" and expressed concerns multiple times to the press. PSNY is also currently up from all-time low & 52-week low of $0.61 in 2024, with current price of $1.13, so risk gap may be up to 0.52 (or more). Even with positive news on 03/05-03/06 the stock only dropped further until, interestingly enough, on 03/10 it gapped up the same day as news broke of a class action lawsuit that alleges as follows: "Throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (1) Polestar's financial statements during the Class Period were materially misstated; (2) Polestar understated its internal control weaknesses; and (3) as a result, defendants' statements about Polestar's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times." In my opinion, overall, the risk/reward is not in favor of investing, but best to all that have/will take a position.

NorthcoteTrevelyan

Debt is Good! Debt is Good! The mantra they made us chant in my first year banking analyst programme 20 years ago. To get us to fixate that a personal loan for no good reason is a bad idea. In corporate finance, it is a fantastic idea. Why? Because debt is tax deductible. Let me give an example. **CEO: Mr. Scared-y Pants** Earnings Before Interest and Tax: $50m Enterprise Value: $500m Market Cap: $500m Net Profit: $39.5m (assume 21% corporate tax). Board wants more money so removes Mr Pants and gets in a new CEO: Mr Billy Borrower. Billy goes and borrows $200m and uses it for a massive buy back. So he hands that money straight to the shareholders. Now: EBIT: $50m EV: $500m MCap: $300m (so the company's operations are still worth $500m, but the share price adjusts for the $200m loan the company now owes...) Interest Expense at \~3%: $6m Earnings Before Tax: $44m Net Profit: $34.8m BUT Existing shareholders got the $200m - nice. But new shareholders have gone from a 7.9% Return On Equity, to a new ROE of 11.6%. As long as the markets don't think you've overdone the debt (and above is not aggressive at all) - then that market cap will rise to reflect the improved margins. And note that $6m of interest was having 20% going to the tax man before. Now before tax. This is pretty much the model that turned private equity into a cash firehose. Look high and low for Mr Pants - buy company - juice it with debt. Profit! So for your research, your best guide is to look at industry comps on D/E ratios. If the sector average is 3 and your target is 3 - well obvs an industry norm. But if you are 3 and everyone else is 1... It is a riskier buy, but theoretically with greater rewards available in lieu of your risk!

Responsible_City_610

Imagine the situation: SPX has daily and weekly RSI above 90. But the company you are choosing has good cash flows ROE> 45 and P/E < 6. Do you think this is a good time to buy? And the company's financial statements can't be faked so that the management gets their bonuses? And another question: if the market is so logical, what price should GameStop be in accordance with the fundamentals?

RiPFrozone

Revenues don’t impress anyone without profits. In 2024 rocket labs dis 436m in revenue, 78.3% yoy growth (nice), 116m in gross profit so 26.6% gross margin (nice) -190m in operating profit -116m in FCF, -43.5% operating margin (not nice), -$0.38 EPS, -17.9% ROA, -40.6% ROE, -24% ROIC, -26.6% Free Cash Margin. There is no reason other than hype that this stock should be valued at 8b. Everything is riding on their next launch, if that fails, expect to see this stock crumble. It’s purely a speculative play, there is no real fundamentals involved when investing in this company.

wrestlingchampo

LINE is a cold-storage warehousing REIT with a really nice quarterly dividend that I think hit bottom right before its latest earning two weeks ago. A good location to park money, collect dividends, and watch the market from afar. Take note, though, that as a REIT, it's ROE/ROA Financials aren't the same as traditional companies, and their AFFO is a more pertinent measure of their status

creemeeseason

Or AMP... 15 P/E (12 forward), 68% ROE, 14% FCF yield, RSI of 35. Stronger company, also oversold. Also no boycott or tariff risk, plus benefits from the silver tsunami of retirement planning. Why do people love TGT so much? It's got a retail level multiple and retail level problems. It's not terrible, I just never got the obsession with it other than a well known company with a low P/E.

nemesis24k

profit margin>35%, revenue growth >10 %, EPS> 15 %, ROE>30% doesn't deserve a higher multiple? A mature company usually is one with flat revenue & low margin , milking the cash out of the business

creemeeseason

AMP is crazy cheap. 15x earnings for a company that: Pays a dividend Actively buys back a ton of stock Grows EPS about 10% annually Has a 68% ROE

Icy-Independence5737

NAK earnings have improved from -56.1m to -12.6m since 2019. Quarterly their best was Q1 24 ROE is 11.6% below industry ROA IS 9.9 below industry ROCE is 5.54 above industry. Most sites I’ve checked have strong buy/hold signals. Add to that Trumps mining push this could be good or bad…

More-Guest-4852

Bears r fuk. RIP ROE RoGAn

Long_Corner_6857

If they’re mainly using the debt for buybacks (not dividends), then they’re really just shifting the cap structure to be more debt than equity. Could be beneficial in boosting ROE, EPS, and also reducing taxable income from the tax shield from interest payments. I wouldn’t say it’s a poor use of debt

Brazilian-options

It’s funny all this Shiller PE talk when companies back before the 2000s with a ROE of 15% were deemed great. Now you have tech companies with ROE of at least 30% and these stupid people think it is comparable lol

SamusAlways

There's many ways. Some of the most common and easy retios are ROA (return on assets), ROE (return on equity), and ROIC (return on invested capital). Free cash flow is another good one. But it's arguably most important to look at it if their profitability can continue to grow sustainably. For example, maybe a company grew their earnings at 20% year over year, but can they continue to grow at 10+ percent over many years or will their earnings be volatile? A lot of managers and other folks use stats to normalize historical earnings to smooth out the edges too.

SamusAlways

As somebody that speaks with portfolio managers of funds and investment companies daily as part of their job, it's really this simple. I've gone into due diligence calls where they spend 45 minutes of the 1hr scheduled breaking down their "cutting edge, proprietary" screening and portfolio construction process. 10/10 times, it could've been broken down into the sentence, "we take the Russell 1000, find deep value (topically unfavorable) companies, break it out by sector, and then find the companies with the lowest valuation but the highest relative profitability in their sectors, and pick the winners" (i.e. companies that either had bad headlines or missed earnings, low P/E or P/B, high ROE or ROIC, and then due more indepth analysis).

Environmental-Meal14

\*\*RTC\*\* Income 82M, Sales 60M, D/E 0.37, EPS (TTM) -3.5, ROE -144%, Insider Own \~61% but between two shareholders. Near all time low so pretty safe I think. Hype may drive it. What do yall think? [https://sg.finance.yahoo.com/news/realtech-ag-etr-rtc-stock-084338003.html](https://sg.finance.yahoo.com/news/realtech-ag-etr-rtc-stock-084338003.html) [https://simplywall.st/stocks/us/software/nasdaq-rtc/baijiayun-group/news/insiders-with-their-considerable-ownership-were-the-key-bene-201](https://simplywall.st/stocks/us/software/nasdaq-rtc/baijiayun-group/news/insiders-with-their-considerable-ownership-were-the-key-bene-201)

creemeeseason

I think they're both great companies, nothing against BLDR. IBP is just a company I really like. IBP has a slightly higher ROE, but it's close. I also tend to prefer less followed companies with less correlation to index flows.

ShowerFriendly9059

Negative margins, negative ROE, negative ROA, negative EBITDA, negative EPS, one of the highest debt levels i’ve ever seen for a public company, and trading at 125x forward p/e You dumbass. It’s not a “dip” if it should be going down

Big_Fix9049

Their balance sheet and their strong fundamentals are worth noting. Constant increase in top and bottom line, more cash than debt, increasing free cash flow, ROIC > 20, ROE > 50 That sounds pretty good to me. I might start a small position should it it around $300 again.

Dvass138

These my filters on trading view: I have two sets, I won't invest if a company is not on either of these lists: Set 1: Revenue growth, annual YOY > 10% Market cap > 1B ROE, TTM > 15% Net Margin FY > 20% Eps dil growth annual yoy > 10% Debt/equity FQ < 0.5 Operating Margin, FY > 15% FCF growth annual YOY > 0% Set 2: Market Cap > 1B ROE, TTM > 15% Eps dil growth annual yoy > 0% Revenue growth, annual YOY > 10% ROIC, TTM > 12% FCF growth, TTM YoY > 5% Debt/equity FQ < 1 FCF growth, TTM YOU > 0% Operating Margin, FY > 20% Gross margin, FY > 60%

Mysterious-Walk4272

To me it's a positive investment it's a Slow Solid Growth. I sold and ventured into CVX for dividends and a bit quicker on ROE is my hopes. So I Must buy & Sell to obtain my target dollar..

Helpful-Raisin-5782

Fundamentals here [Intel fundamentals here](https://aipha-pdfs.s3.eu-west-2.amazonaws.com/pdfs/1739532729/INTC-1739532795.pdf) for anyone looking for an intro. Seems to be moving on the potential of support from Trump. \- Revenue declined from about 79.02B in 2021 to 53.10B in 2024, showing a clear downward trend over the years covered. \- Gross margin fell from 0.55 in 2021 to 0.33 in 2024, indicating cost pressures or pricing challenges. Net income swung from a profit of 19.87B in 2021 to a loss of -18.76B in 2024, suggesting a sharp deterioration in profitability. \- Gross margin has declined steadily (from 0.55 in 2021 to 0.33 in 2024), suggesting weakening pricing power or higher production costs. \- Operating margin turned negative in 2024 at -0.19, down from 0.28 in 2021, reflecting negative operating income. \- Debt/Equity rose from 0.77 in 2021 to 0.92 in 2024, indicating increased leverage. Meanwhile, the current ratio remains above 1.3, which implies Intel can meet short-term obligations. \- ROE dropped from 0.21 in 2021 to -0.19 in 2024, confirming substantial deterioration in shareholder returns. Intel's declining profitability and higher debt levels point to an industry grappling with intense competition and high capital expenditure. \- Despite negative net income in 2024, the firm is investing aggressively in manufacturing capacity. Government support may provide tailwinds in the near future, but the financial statements highlight the near-term pressures on Intel's margins and returns. Think I'll probably sit this one out personally.

Helpful-Raisin-5782

Fundamental for BABA - [link](https://aipha-pdfs.s3.eu-west-2.amazonaws.com/pdfs/1739530482/BABA-1739530563.pdf) \--- \- Annual revenues grew steadily from 2020-03-31 to 2024-03-31, though margin expansion was inconsistent, with net margin declining from 21% in 2021 to 9% in 2024. \- Gross margins have fluctuated in the high 30% to low 40% range, dropping from 0.41 in 2021 to 0.38 in 2024. \- Operating margins remained positive but slipped from 24% in 2021 to 13% in 2024. They show an upward bump in some recent quarters. \- Net income has generally remained positive, albeit with fluctuations due to special charges, tax items, and other exceptional costs. \- Forward P/E of about 1.69 stands out as extremely low compared to a trailing P/E of nearly 24.8, implying strong earnings growth expectations. \- Debt/Equity has been fairly stable between 0.64 and 0.78 over the last few years and quarters, suggesting moderate leverage. \- Current Ratio remains above 1.3 in recent quarters and around 1.8 in annual data, illustrating decent short-term liquidity obligations coverage. \- ROE declined from 0.16 in 2021 to 0.08 in 2024, suggesting some reduction in efficiency of equity usage.

Kindly_Artist737

That because a stock has gone down significantly “its gotta go back up eventually so I’m buying”. I hear a lot of this discussion with Intel these days but the reality is sometimes a company loses value for a reason (decreasing profit margins, increasing debt, decreasing ROE, etc) and will never return to previous prices.

honey_102b

youre getting $2.50 per share per month in premium? you do realise that a -2.5% day in NVDA zeroes the gain from your premiums for the month right? you have no real protection for your investment. continuing to do the same cc hoping to get assigned is doing exactly the same thing you have been doing and is therefore doing nothing. if you want to diversify you should sell ITM call which sets a deadline for divestment. if you like NVDA that much should at least be using some of that cc premium to buy protective puts. do not be tempted by the 2% ROE per month for the few months you have been doing it. it is not that impressive considering you are butt naked on the down side and have entered NVDA on a recent high in a season that is volatile for semiconductors.

johnmiddle

ROE

SisoHcysp

let's dream, shall we ............................................................................. [When is a **Stock Buyback Appropriate for AITX** and Other Public Companies?]() A stock buyback, or share repurchase, can be an appropriate strategy for a public company under certain conditions, including: 1. **Excess Cash or Strong Cash Flow**: If the company has excess cash and limited investment opportunities with high returns, a buyback can be a good use of funds, returning value to shareholders. 2. **Undervaluation of Stock**: If management believes the company’s stock is undervalued, a buyback can signal confidence in the company’s future prospects, potentially boosting the stock price. 3. **Improving Financial Ratios**: Buybacks reduce the number of shares outstanding, which can improve key financial metrics like earnings per share (EPS) and return on equity (ROE). 4. **Limited Growth Opportunities**: When the company has limited high-return growth opportunities, buybacks might be more beneficial than reinvesting in low-return projects. 5. **Capital Structure Optimization**: A buyback can adjust the company’s capital structure, reducing equity and increasing debt if appropriate, especially when borrowing costs are low. 6. **Rewarding Shareholders**: Buybacks can provide a tax-efficient method of returning capital to shareholders, as opposed to dividends, which are often taxed at a higher rate.

chit-chat-chill

With a return on assets of -261%, ROE of -260%, ROI of -142%, 99% below 52 week high, -15% this week, -70% this month and - 96% this year it's a sure win based on one bit of good news. Looks good to you! After you've seen it for the first time in today's penny stock post lmao. -97% all time yup looks good!

chit-chat-chill

You're absolutely right. With a return on assets of -261%, ROE of -260%, ROI of -142%, 99% below 52 week high, -15% this week, -70% this month and - 96% this year it's a sure win based on one bit of good news. Not to mention all them people clearly desperately trying to offload after they fell victim of the P&D last year. Now here you are literally hours after discovering it defending a stock that's down 97% because you're bag holding. Eeeeeeeeeeesh

yannick26

It's 100% semantics --> but I think the tone will shift once this AI bubble pops and then investors place more of an emphasis on value in safer returns. To address earlier PB, ROE, Operating Margin 1. C - 0.78, 3.87%, 24.61%, 2. BAC -1.29, 8.09%, 30% 3. JPM - 2.3, 13.2%, 43% Obviously JPM is best in breed no one will argue that. I think people are overlooking the value of because I think their ROE will improve over the next year.

notreallydeep

PB, ROE, risk.

glaksmono

🤖 Processing your request... # Direct Answer It's difficult to predict with certainty whether Nvidia's stock price will reach $200 this month, but current market conditions and recent news can provide some insights. # Detailed Analysis * **Recent Price Movement**: Nvidia's current stock price is $116.66. A move to $200 would represent a significant increase of approximately 71.4%. * **Recent News**: * On 2025-02-03, Nvidia experienced a 17% price drop in one day, as reported in the news. This decline could indicate market volatility or negative sentiment affecting Nvidia's stock.Nvidia's involvement in AI advancements and potential trade war impacts have been highlighted in recent news, which could influence investor sentiment and stock performance. * **Financial Performance**: * Nvidia reported strong financial metrics for FY 2024, including revenue of $60.92B and a net income margin of 48.85%. The company has a high ROE of 116.71% and a P/E ratio of 45.38 (TTM), indicating strong profitability but also potentially high market expectations. * **Analyst Estimates**: * Analysts estimate Nvidia's revenue at $62.33B and EPS at $1.39, which reflect positive growth expectations. * **Congressional Trading**: * Significant trading activity in Nvidia by Congress, with 220 Senate trades and 351 House trades reported in the last 30 days, could indicate heightened interest or perceived strategic importance. # Key Takeaways * Nvidia's stock would need a significant rally to reach $200 from its current price. * The recent 17% drop highlights market volatility, which could impact short-term price movements. * Strong financials and analyst estimates suggest a positive long-term outlook, but short-term price movements may be affected by market sentiment and external factors. # Next Steps * Monitor Nvidia's upcoming financial results and conference call for insights into future performance. * Keep an eye on news related to trade developments and AI advancements, as they may impact Nvidia's stock. * Consider the overall market conditions and investor sentiment, which can influence Nvidia's stock price movements in the near term.

MindMugging

Correct you don’t qualify as active RE participant. It’s a very high hurdle. - right now you’re 5-9 percent ROE without land appreciation which may kick up additional 1 or 2. - with your net 150-275 did you factor in cost of loan? At the very minimum the interest portion. - sometimes I remove principal look at pure expense, but ideally I like to be CF neutral so hooping rent cover principal payment as well - how about insurance? That’s always a required expense input Then it’s the question of location and demand for that location. Usually the more costly problems of ownership are vacancy and non-paying tenants. Though I’m not sure how friendly are OH laws. MA is very tenant friendly, so burden is on owners if that were to happen.

Single_Broccoli7459

Here’s a detailed breakdown of WiMi Hologram Cloud Inc. (WIMI) from an investment standpoint: 1. Business Overview WiMi Hologram Cloud Inc. specializes in augmented reality (AR), holographic technology, and related applications. The company provides software and hardware solutions for sectors like entertainment, education, advertising, and telecommunications. Recently, WiMi has ventured into cutting-edge technologies like quantum computing, with their machine learning-based quantum error correction (MLQES) showing promise in addressing computational accuracy issues in quantum systems. 2. Financial Health • Market Capitalization: $109.99 million (as of December 24, 2024). • Enterprise Value (EV): -$24.47 million. This negative EV indicates the company holds significant cash reserves relative to its debt. • Debt-to-Equity Ratio: 0.21, reflecting moderate leverage. • Current Ratio: 2.35, suggesting strong short-term liquidity. Weaknesses: • Net Loss: $56.6 million over the last 12 months. • Return on Equity (ROE): -47.26%, indicating poor profitability relative to shareholder equity. • Revenue Trends: The company has seen fluctuating revenue, with profitability challenges due to high R&D costs and operational expenses. 3. Growth Potential Strengths: • Quantum Computing Initiative: WiMi’s MLQES technology positions it as a potential leader in quantum error correction, which could open up lucrative opportunities in industries like AI, finance, and cryptography. • AR and Holography Leadership: WiMi remains a major player in the AR and holography markets, particularly in China, with applications in entertainment and advertising showing consistent demand. Risks: • Nasdaq Delisting Concerns: The stock has faced potential delisting warnings due to low trading prices. While WiMi has managed to avoid delisting thus far, sustained low prices could impact investor confidence. • Competitive Market: The AR and quantum computing spaces are highly competitive, with major players like Microsoft and Google potentially overshadowing smaller firms like WiMi. 4. Valuation Metrics • Price-to-Book (P/B) Ratio: 1.14, indicating the stock is trading near its book value, which could be appealing for value investors. • Enterprise Value-to-Revenue (EV/Revenue): Negative EV complicates traditional valuation metrics, but this suggests a cash-heavy balance sheet. 5. Stock Performance • Current Price: $1.12 (as of December 24, 2024). • Recent Movement: The stock has been volatile, with a 3.33% increase following the announcement of MLQES, showing positive market reception for innovation. 6. Investment Pros and Cons Pros: • Strong focus on innovative technologies like quantum computing. • Healthy liquidity and manageable debt levels. • Potential for growth in the AR and quantum sectors. • Relatively low P/B ratio, suggesting undervaluation. Cons: • Significant losses and poor profitability metrics. • Uncertain path to commercializing its innovations. • Vulnerable to competitive pressures in both AR and quantum markets. • Potential Nasdaq delisting risk. 7. Investment Outlook WiMi is a speculative investment with high-risk, high-reward potential. The company’s innovations in quantum error correction could position it as a future leader in quantum computing. However, the current financial struggles and market uncertainties make it better suited for risk-tolerant investors with a long-term outlook. Recommendations: • Short-Term: Exercise caution due to volatility and profitability concerns. • Long-Term: If WiMi can successfully commercialize its technologies and improve financial performance, it may offer significant upside potential. Would you like insights on a specific aspect, such as AR growth trends or quantum computing adoption?

ThinkingOfTheOldDays

Don't look at margin & ROE history of the top 10 S&P companies either. (It's really high, and comparisons to even the 1980s top 10 firms are reeetarded. 

nanocapinvestor

Lmao nah PayPal's [killing it with $29.77B revenue and $4.25B net income](https://beyondspx.com/article/paypal-holdings-inc-pypl-a-payments-powerhouse-navigating-the-evolving-fintech-landscape). Honey's just one small piece of their empire. Plus they're rolling out Fastlane now which is basically one-click checkout on steroids. Think about it - they process billions in payments across 200+ markets. One coupon extension ain't gonna sink this ship 🚀 They got that [sweet 21.62% ROE](https://beyondspx.com/article/paypal-holdings-inc-pypl-a-payments-powerhouse-navigating-the-evolving-fintech-landscape) too. That's money printing efficiency right there. But yeah that YouTube video made me spit out my coffee 💀

nanocapinvestor

HALO's got some serious tendies potential. [Their ENHANZE platform has a 100% success rate for Phase 3 trials](https://beyondspx.com/article/halozyme-therapeutics-halo-transforming-drug-delivery-with-pioneering-innovations) - literally can't go tits up. Revenue up 25% YOY, margins thicc at 34%. This ain't your average biotech burning cash - they're actually making bank. [Just look at that 500% return over the last decade](https://finance.yahoo.com/news/invested-1000-halozyme-therapeutics-decade-133005268.html). The bear case? Biosimilar competition eating into royalties from old drugs. But who gives a fuck when they're launching new shit like TECENTRIQ HYBREZA and expanding partnerships faster than your wife's boyfriend's portfolio. ROE at 156% - they're absolutely crushing it with capital efficiency. Free cash flow $373M last year. Balance sheet looking juicy with that 10.36 current ratio. TL;DR: Solid AF fundamentals, proven tech, fat margins. This isn't some speculative biotech moonshot - they print money.