ABCDEFGHIJKLMNOPQRSTUVWXYZ
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Core: Growth
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EPSEPS Acceleration - recent
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old:
(EPSExclXorGr%PYQ - EPSExclXorGr%TTM) / abs( EPSExclXorGr%TTM)
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new:%(EPSExclXorGr%PYQ, EPSExclXorGr%TTM)
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EPS Acceleration - longer term
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old:
(EPSExclXorGr%TTM - EPSExclXorGr%5Y) / abs( EPSExclXorGr%5Y)
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new:%(EPSExclXorGr%TTM, EPSExclXorGr%5Y)
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SalesSales Acceleration - recent
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old:(SalesGr%PYQ - SalesGr%TTM) / abs( SalesGr%TTM)
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new:%(SalesGr%PYQ, SalesGr%TTM)
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Sales Acceleration - longer term
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old:(SalesGr%TTM - Sales5YCGr%) / abs( Sales5YCGr%)
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new:%(SalesGr%TTM, SalesGr%5Y)
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Operating Income
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Basic
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Operating Income % Chg PYQ
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old:(OpIncQ - OpIncPYQ) / Abs (OpIncPYQ)
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new:OpIncGr%PYQ
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Operating Income % Chg TTM
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old:(OpIncTTM - OpIncPTM) / Abs (OpIncPTM)
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new:OpIncGr%TTM
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Operating Income % Chg 5Y
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old:(OpIncTTM - OpInc(20,TTM)) / Abs (OpInc(20,TTM))
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new:OpIncGr%5Ydifferent results, but consistent with other factors in the RS
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Acceleration
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Operating Income Acceleration - recent
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old:((OpIncQ - OpIncPYQ) / Abs (OpIncPYQ) - (OpIncTTM - OpIncPTM) / Abs (OpIncPTM)) / Abs ((OpIncTTM - OpIncPTM) / Abs (OpIncPTM))
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new:%(OpIncGr%PYQ, OpIncGr%TTM)
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Operating Income Acceleration - longer term
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old:((OpIncTTM - OpIncPTM) / Abs (OpIncPTM) - (OpIncTTM - OpInc(20,TTM)) / Abs (OpInc(20,TTM))) / Abs ((OpIncTTM - OpInc(20,TTM)) / Abs (OpInc(20,TTM)))
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new:%(OpIncGr%TTM, OpIncGr%5Y)original had an error
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Core: Quality
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Turnover5-year Asset Turnover
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old:LoopAvg ("AstTurn (Ctr,Ann)", 5, 0)
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new:AstTurn5YAvgdifferent results, but using '5y' is consistent with other factors in the RS
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FinancesInterest Coverage (5-year)
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old:LoopSum("OpInc(ctr,qtr)",20)/LoopSum("IntExp(ctr,qtr)",20)
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new:IntCov5YAvgdifferent results, but using '5y' is consistent with other factors in the RS
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Marginsold:OpMgn%5Yold version. Is not deprecated but returns diff results then one in format below. Seems unrelated to the OpMgn%(n,ANN) values
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new:OpMgn%5YAvg
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Core: Value
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Based on Sales
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EV to Sales
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old:EV / SalesTTM
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new:EV2SalesTTMonly diff is that this formula allows negative values (rare).
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Core: Sentiment
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EPS Estimate Revision CY
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old:(CurFYEPSMean- CurFYEPS4WkAgo)/abs( CurFYEPS4WkAgo)
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new:
%(CurFYEPSMean, CurFYEPS4WkAgo)
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EPS Estimate Revision CQ
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old:( CurQEPSMean- CurQEPS4WkAgo)/abs( CurQEPS4WkAgo)
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new:
%(CurQEPSMean, CurQEPS4WkAgo)
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