Learning Center

Learn about the stock market and how to invest.

Investment

The act of committing money or capital to an endeavor with the expectation of obtaining an additional income or profit.

Stock

A type of security that represents ownership in a corporation and signifies a claim on part of the corporation's assets and earnings.

Investment Strategy

A plan or method for selecting and managing investments to achieve a specific financial goal or objective.

Technical analysis

A method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume.

Fundamental analysis

A method of evaluating securities by analyzing economic and financial factors that may influence their value, such as earnings, assets, and liabilities.

Currency

A medium of exchange that is used in trade or commerce, such as dollars, euros, or yen.

Commodity

A raw material or primary agricultural product that can be bought and sold, such as gold, oil, or wheat.

Artificial Intelligence

The simulation of human intelligence processes by machines, especially computer systems.

Machine Learning

A subset of AI that enables machines to learn from data and improve their performance without being explicitly programmed.

Exchange Traded Fund (ETF)

An investment fund that tracks an index, a commodity, or a basket of assets, and trades like a stock on an exchange.

Cryptocurrency

A digital or virtual currency that uses cryptography for security and operates independently of a central bank.

Candlestick

A charting technique used to analyze price movements of financial instruments that displays opening, closing, high, and low prices.

Sentiment

The overall attitude or emotion of investors toward a particular security or market.

Risk

The possibility of loss or damage from an investment, business, or other undertaking.

Return on Investment (ROI)

The ratio of profit or loss made on an investment relative to the amount of money invested.

Analytics

The process of examining data using statistical and mathematical methods to uncover insights and trends.

Indices

A statistical measure of the performance of a group of securities that represents a particular market or sector.

Debt

An amount of money borrowed by one party from another, with the agreement to repay the loan with interest.

Savings

Money set aside for future use or investment, usually in a bank or other financial institution.

Profit

The financial gain obtained from a business or investment, usually after deducting expenses.

Central Bank

An institution that manages a country's monetary policy and currency supply, often serving as a lender of last resort to commercial banks and other financial institutions.

Financial Regulator

An organization that supervises and enforces regulations in the financial industry to ensure compliance, protect consumers, and maintain stability.

Econometrics

The application of statistical and mathematical methods to economic data to analyze and test economic theories and forecast future trends.

Short-term

Typically refers to a period of time ranging from a few days to a few months, often used in the context of investments or financial planning.

Mid-term

Refers to a period of time that is longer than the short-term but shorter than the long-term, often ranging from several months to a few years.

Long-term

Refers to a period of time that extends over many years, typically more than five or ten, often used in the context of investments, retirement planning, or business strategy.

Revenue

The amount of money generated by a company through its sales of goods or services.

Cost Of Revenue:

The direct costs incurred by a company in producing its goods or services, such as the cost of materials or labor.

Gross Profit

The difference between a company's revenue and the cost of goods sold.

Gross Profit Ratio

The ratio of gross profit to revenue, indicating the percentage of revenue that remains after deducting the cost of goods sold.

Research And Development Expenses

The costs incurred by a company in developing new products or improving existing ones.

General And Administrative Expenses

The costs associated with running a company, such as salaries, rent, and utilities.

Selling And Marketing Expenses

The costs associated with promoting and selling a company's products or services, such as advertising and sales commissions.

Other Expenses

Any expenses not included in the above categories.

Operating Expenses

All expenses incurred in the normal course of business, including cost of goods sold, R&D expenses, and general and administrative expenses.

Cost And Expenses

The total expenses incurred by a company in generating revenue, including both operating and non-operating expenses.

Interest Expense

The cost of borrowing money, usually in the form of interest paid on loans or other debt.

Depreciation And Amortization

The process of expensing the cost of long-term assets over their useful life, such as equipment or buildings.

EBITDA

Earnings before interest, taxes, depreciation, and amortization. A measure of a company's operating performance.

EBITDA Ratio

The ratio of EBITDA to revenue, indicating a company's ability to generate cash flow from its operations.

Operating Income

Income earned from a company's core operations, calculated by subtracting operating expenses from gross profit.

Operating Income Ratio

The ratio of operating income to revenue, indicating the percentage of revenue that remains after deducting operating expenses.

Income Before Tax

A company's earnings before taxes are deducted.

Income Before Tax Ratio

The ratio of income before taxes to revenue, indicating the percentage of revenue that remains after deducting all expenses except for taxes.

Income Tax Expense

The amount of taxes owed by a company for a given period.

Net Income

The amount of income a company has after deducting all expenses, including taxes.

Net Income Ratio

The ratio of net income to revenue, indicating the percentage of revenue that remains after deducting all expenses, including taxes.

EPS

Earnings per share. A company's net income divided by the number of outstanding shares of its stock.

EPS Diluted

A company's earnings per share, taking into account the potential dilution from stock options, warrants, and convertible securities.

Weighted Average Shs Outstanding

The number of a company's outstanding shares of stock, weighted by the amount of time each share was outstanding.

Weighted Average Shs Diluted

The number of a company's outstanding shares of stock, including the potential dilution from stock options, warrants, and convertible securities.

Cash And Cash Equivalents

The balance of cash and other highly liquid assets that can be easily converted into cash, such as bank accounts and short-term investments.

Short Term Investments

Investments that are expected to be converted into cash within one year or less, such as stocks or bonds.

Total Current Assets

Includes all assets that can be converted to cash within one year or less, such as cash, short-term investments, and accounts receivable.

Long Term Investments

Investments that are expected to be held for longer than one year, such as stocks or bonds.

Tax Assets

Any tax-related assets, such as tax credits or tax loss carryforwards, that can be used to reduce future tax obligations.

Total Assets

The total value of all assets owned by a company, including both current and long-term assets.

Short Term Debt

Any debt that is due within one year or less, such as accounts payable or short-term loans.

Deferred Revenue

Revenue that has been received but not yet earned, typically in cases where the company has received payment in advance for goods or services that will be delivered at a later date.

Total Current Liabilities

All liabilities that are due within one year or less, such as accounts payable and short-term loans.

Long Term Debt

Any debt that is due in more than one year, such as bonds or long-term loans.

Total Liabilities

The total amount of all liabilities owed by a company, including both current and long-term liabilities.

Common Stock

This represents ownership in a company and gives the holder the right to vote on corporate matters and to receive dividends if declared by the company.

Total Investments

This includes all of a company's investments, such as stocks, bonds, or real estate.

Total Debt

The total amount of all debt owed by a company, including both current and long-term debt.

Net Debt

Calculated by subtracting a company's cash and cash equivalents from its total debt.

Free Cash Flow

The amount of cash generated by a business after accounting for capital expenditures, such as investments in property or equipment, and other operational expenses.

Stock Based Compensation

A method of compensating employees or executives by issuing them shares of company stock instead of cash or other forms of compensation.

Acquisitions Net

The net amount of cash paid or received by a company in the process of acquiring or selling another company or its assets.

Debt Repayment

The process of paying off debt obligations, such as loans or bonds, over time.

Common Stock Issued

The number of shares of a company's common stock that have been issued and are outstanding.

Common Stock Repurchased

The number of shares of a company's common stock that have been bought back by the company and retired.

Net Change In Cash

The difference between the amount of cash a company has at the end of a period and the amount it had at the beginning of the same period.

Cash At End Of Period

The total amount of cash and cash equivalents a company has at the end of a given period, such as a quarter or year.

Cash At Beginning Of Period

The total amount of cash and cash equivalents a company had at the beginning of a given period, such as a quarter or year.

Operating Cash Flow

The cash generated or used by a company's operations, including sales, expenses, and working capital changes.

Capital Expenditure

The amount of money a company spends on acquiring or improving its long-term assets, such as property, equipment, or technology.

Quick Ratio

A financial ratio that measures a company's ability to meet its short-term obligations with its most liquid assets.

Cash Ratio

A financial ratio that measures a company's ability to pay off its current liabilities with its cash and cash equivalents.

Gross Profit Margin

A profitability ratio that measures how much money a company makes after accounting for the cost of goods sold. It is calculated by dividing gross profit by revenue.

Operating Profit Margin

A profitability ratio that measures a company's operating income as a percentage of its revenue. It is calculated by dividing operating income by revenue.

Pretax Profit Margin

A profitability ratio that measures a company's pretax income as a percentage of its revenue. It is calculated by dividing pretax income by revenue.

Net Profit Margin

A profitability ratio that measures a company's net income as a percentage of its revenue. It is calculated by dividing net income by revenue.

Effective Tax Rate

A tax efficiency ratio that measures a company's tax burden as a percentage of its pretax income. It is calculated by dividing income tax expense by pretax income.

Return on Assets

A profitability ratio that measures a company's ability to generate profit from its assets. It is calculated by dividing net income by total assets.

Return on Equity

A profitability ratio that measures a company's ability to generate profit from its shareholders' equity. It is calculated by dividing net income by shareholders' equity.

EBIT per Revenue

A profitability ratio that measures a company's earnings before interest and taxes as a percentage of its revenue. It is calculated by dividing EBIT by revenue.

Debt Ratio

A leverage ratio that measures the amount of a company's assets that are financed by debt. It is calculated by dividing total liabilities by total assets.

Debt Equity Ratio

A leverage ratio that measures the proportion of a company's total debt to its shareholders' equity. It is calculated by dividing total debt by shareholders' equity.

Cash Flow to Debt Ratio

A solvency ratio that measures a company's ability to repay its debt from its cash flows. It is calculated by dividing cash flow from operations by total debt.

Free Cash Flow per Share

A financial ratio that measures the amount of free cash flow available to each share of a company's common stock. It is calculated by dividing free cash flow by the number of outstanding shares.

Cash per Share

A financial ratio that measures the amount of cash and cash equivalents available to each share of a company's common stock. It is calculated by dividing cash and cash equivalents by the number of outstanding shares.

Price to Book Ratio

A valuation ratio that compares a company's market price per share to its book value per share. It is calculated by dividing the market price per share by the book value per share.

Price to Sales Ratio

A valuation ratio that compares a company's market price per share to its revenue per share. It is calculated by dividing the market price per share by the revenue per share.

Price Earnings Ratio

A valuation ratio that compares a company's market price per share to its earnings per share. It is calculated by dividing the market price per share by the earnings per share.

Price to Free Cash Flows Ratio

A valuation ratio that compares a company's market price per share to its free cash flow per share. It is calculated by dividing the market price per share by the free cash flow per share.

Price to Operating Cash Flows Ratio

A financial ratio that measures the price of a company's stock relative to its operating cash flows per share. This ratio provides insight into a company's ability to generate cash from its core operations and is often used as a valuation metric for investment analysis.

Price Earnings to Growth Ratio

A financial ratio that measures a company's stock price relative to its earnings growth rate. It is calculated by dividing the price-to-earnings (P/E) ratio by the expected earnings growth rate over a specific time period.

Price Fair Value

The estimated value of a security or asset based on various financial and economic factors.