Global Equities, Fundamentals & Valuation

Koyfin offers the tools you need to analyze the fundamentals and valuation of over 80,000 companies worldwide. With our comprehensive suite of features, you can gain detailed insights into equity pricing and company fundamentals across major markets.

I. Watchlists

This feature helps you stay organized and monitor multiple companies in one place. You can use more than 5,900 data series, including price changes, EBIT, total return, dividends, and more.

Read this help center article to unlock the full potential of the watchlist feature.

Additionally, you can group your companies by country, industry, sector, or other options for easier analysis and comparison.

II. Company Snapshots

1. Overview

This snapshot offers a comprehensive range of key company metrics. They include essential data on performance returns, valuation, capital structure, and analyst estimates. Additionally, there is a chart and news widget for real-time updates and visual analysis.

Try out the Overview Snapshot feature here.

2. Percentile Rank

Our Percentile Rank snapshot analyzes and presents the percentile rank for various stock metrics. This feature allows you to see how a company compares against other companies based on fundamental metrics like valuation, margins, profitability, and performance. Percentile rank ranges 0 - 100, and tells you what percentage of data points in a cohort have lower or higher values.

Read more about Percentile Rank Snapshot in our help center article or try out the feature here.

Let's look at Apple's example in the screenshot below. AAPL’s PE is in the 71st percentile vs. US Tech stocks which means the P/E is about in the middle versus the P/E of other stocks in the US Tech sector. In other words, AAPL’s P/E is higher than 71% of the US tech stocks, and lower than 29% of tech stocks.

3. Dividend Snapshot

The Dividend Snapshot provides an extensive overview of a company's dividend policy. This includes information on dividend yield, buybacks, payout history, and the dividend schedule.

Learn more about the Dividend Snapshot in our help center article or try out the feature here.

III. Financial Analysis

Financial Analysis (FA) on Koyfin encompasses traditional financial statement views such as income statement, balance sheet, cash flow, profitability, etc. They provide you with the company’s standard financial results to monitor its performance, understand underlying drivers, and extrapolate trends.

You can also create your own FA template and customize it to suit your workflow. Discover more about Financial Analysis Templates in our help center article.

IV. Graphing

Easily add companies and relevant data series to graphs to visualize metrics such as price, performance, valuation, and more.

Discover all graph functionalities in our help center article or explore the feature on your own.

You can save time by using our pre-created graph templates.

You can also create and save your templates for future company analysis.

V. Screener

The Equity Screener is a tool that allows scanning through over 100K global securities using 5,900+ filter criteria to find your target companies. Add filters such as valuation, balance sheet, income statement, growth rates, and more to find securities that fit your style and criteria.

Read our help center article to open the full potential of this feature.

You can export your screen results to a watchlist, download them as a CSV file for further analysis, or share your screen with friends for collaborative insights.

Note: Our data vendor, Capital IQ, restricts certain data from being downloaded. Metrics such as equity financials, valuation, estimates, and growth rates cannot be exported.