Discover how Barra Risk Factor Analysis evaluates investment risk with over 40 metrics, including earnings growth, to inform market-relative portfolio decisions.

A ratio analysis compares a company's financial data for the purpose of identifying a current profit trend or providing context to make a business decision. An accountant or financial analyst ...

The Treynor ratio is a tool in portfolio analysis that helps investors assess how well a portfolio compensates them for taking on market risk, also known as systematic risk. This portfolio ratio shows ...

According to the CFA Institute, a balance sheet-based accruals ratio is "the difference between net operating assets at the end and the beginning of the period compared to the average net operating ...

At its heart, DuPont Analysis is a technique used to decompose Return on Equity (ROE) into a set of distinct financial ratios. Think of a car engine: you know it makes the car move, but to understand ...

Since we specialize in options here at Schaeffer’s Investment Research, I usually focus on technical analysis, sentiment gauges, and seasonal patterns. These types of indicators lend themselves to ...