Overview

Provides company business description and contact details along with ICB, SIC and NAICS business classification data. A one-year price chart and price performance data along with key financials and ratios depicted through charts and tables. Use the "View Report" PDF icon to open a one-page summary company report.

News

At the company-level view, users can access multiple interactive news widgets as well as the most recent news articles related to Management Change and Market Drivers. More information on these news widgets can be found in the Naviga News Widget Help Guide (PDF)

Financials

Provides access to both Standardized and As Reported financial statements along with Ratio Series data.

Display options and additional features include:

• Standardized financials - presented in standard account format across Industrial, Bank and Insurance industry types.
• Company Specific financials - presented using the format and account structure as reported by the company.
• Financial Statements - use the left navigation controls to view Income Statement, Balance Sheet, Cash Flow, Ratio series or All (displays all Standardized financials pages together).

• Time Periods - select from 3, 5, 10, 20, 30 year time periods.
• As Reported/Restated - choose to view originally reported or restated financials.
• Annual/Interim - choose desired reporting frequency.
• Export to CSV - use the Export button to produce a CSV file.
• Display page for printing - format the page contents for printing.
• Currency - view Standardized financials in an alternate currency transformation. The exchange rates used for translation are month end rates for the reporting period shown.
• Scaling - view Standardized financials in the scale of Thousands, Millions or Billions.
• Data transforms - use the dropdown on the right side of the page to select Raw Data, % Change, Raw Data and % Change, Common Size or Raw Data and Common Size format.
• Chart - use the account check boxes follwed by the Chart Selected button. The resulting chart offers options to print or save to PDF using the Chart Options button.

Analysis

• Ratios - Current point in time ratios covering:
• Profitability
• Financial Strength
• Management Effectiveness
• Efficiency
• Growth rates
• Valuation

Note: Select ratio series are also available from the Financial Statements/Ratios menu.

• Business and Geographic Segments - Toggle between textual and chart displays showing business and geographic segment data. Data options include Revenues and Operating Income.

• Earnings & Revenue Analysis - View historical quaterly EPS and Revenue data along with consensus estimates (shaded) for upcoming quarters. Raw data is presented along with historical and implied year over year or sequential growth rates for both EPS and Revenues.
• Use the arrow scroll button to see additional historical data.
• Use the YTY (year to year) and Sequential toggle to change the growth rate calculation.
• Use the Chart toggle to view 3, 5, 10, or 15 year graphs of EPS and Revenues.
• Export data to an Excel file using the Export button.

• Chart Format:

• Consensus Estimates - Current point and historical trends in annual and interim consensus estimate data covering:
• Price targets
• Analyst recommendation ratings
• Growth rate estimate
• Earnings estimates
• EBITDA estimates
• Cash Flow Per-Share estimates

Use the Chart/Details toggle to view chart or tabular data.

• Earnings Surprise - View the last 8 quarters earnings and revenue surprise data for a company, including surprise in $ and percentage. Additional data for each quarter includes earnings announce date, along with price reaction 1-day and 3-day (including difference from the SP500 Index for each period).
• Toggle data type using the Earnings and Revenue toggle buttons.
• Use the Chart toggle to view surprise data in the form of a chart.
• Export data to an Excel file using the Export button.

• Chart Format:

• Dividends - The Dividends page offers several interactive charts and a table showing historical dividend details. Use the dropdown to choose from:
• Annual dividends chart with variable time periods and statistics
• Dividends TTM (trailing 12 months) and associated Dividend Yield
• Indicated Dividend and associated Yield
• Dividend payment detail table (Rate, Annouce Date, Ex-date, Record date, Payment date)

• Price Performance - The Price Performance page offers serveral interactive charts depicting individual and comparative price performance data and statistics. Chart Probe and Recession Shading can be optionally shown. Use the Chart Options button to save to print or save the image to a file. Use the dropdown to select from the following chart options:
• Price & Volume - daily price and volume history available for variable time periods, use the Overlays button to add various moving averages to the price series.
• Price Percent Change - Charts percentage change from a given start point.
• Price & Percent Change - Two charts showing raw price data and percent change data.
• Price Performance Comparison - View up to ten securities price performance on the same chart.

• Profitability - The Profitability page offers several interactive profit margin and return data charts over variable time periods, along with relevent statistics. Chart Probe and Recession Shading can optionally be shown. Use the Chart Options button to save to print or save the image to a file. Use the dropdown to select from the following chart options:
• Gross Margin %
• EBITDA Margin %
• Operating Margin %
• Pretax Margin %
• Net Profit Margin %
• Return on Equity %
• Return on Capital %

• Valuation - The Valuation page offers several interactive charts over variable time periods, along with a Valuation Statistics table. Chart Probe and Recession Shadding can be optionally shown. Use the Chart Options button to save to print or save the image to a file. Use the dropdown to select from the following chart and table options:
• Price / EPS TTM (trailing 12 months)
• Price / EPS Forward 12 Months
• Price / EPS Forward 12 Months / GRE (growth rate estimate)
• Price / Sales TTM (trailing 12 months)
• Price / EBITDA (earnings before interest, taxes, depreciation and amortization
• Price / Book Value
• Dividend Yield TTM (trailing 12 months)
• Indicated Dividend Yield
• Valuation Statistics Table

• Comparison - Compare two companies side by side examining raw financial data, financial ratios, business classification and descriptions. Note that some company data may be displayed in different currencies.
• Use the 'Compare To' option (highlighted below) to enter or change a comparison company.
• Click on data item titles to change the comparison chart shown to the right.
• Export data to an Excel file using the Export button.

• Industry Peers - View a company's financial ratio data alongside its ICB, SIC or NAICS industry peers in multiple report formats.
• Profitability
• Management Effectiveness
• Efficiency
• Financial Strength
• Growth Rates
• Valuation

Use the Country of Incorporation dropdown to view industry comparables from a single country or globally with 'All Countries'.

Choose to view top 10, top 20 (based on market capitalization) or all peers.

Remove peer companies from the report using the 'X' next to the symbol.

Add peer companies using the 'Add Company' option.

Use the Export button to create a CSV file for further analysis.

Chart

View company charts covering price, technical analysis and fundamentals.

Chart Navigation - use the drop-down menus above the chart to select chart category (left drop-down) and chart type (right drop-down). Up and down arrows can be used to scroll through available categories and charts.

Chart Options:

• Use time period buttons or use further options under the Custom drop-down.
• Enable/disable the chart probe with the 'Show Chart Probe' check box.
• Enable/disable recession shading with the 'Recession Shading' check box.
• Use the Chart Options button to print the chart or download as PDF.

Filings

Search for a company's SEC or SEDAR regulatory filings.

• Select a time period using the dropdown list (default 1-Year).
• Select filing type (mouse over filing type names for a description of each).
• Use the More Filings dropdown to view additional filing selections.
• Use the Search button to display the resulting filings.
• Click on the PDF icon under the Report column to view a filing.
• Click on the column headings to change the report sort order.
• Use the Reset button to return settings to default.
• Use the Export button to generate a CSV file containing the page data.

Executives

Executive Overview - Provides a snapshot of the company's current officers and directors. Mouse-over names for biographical information.

Executive Detail Report - Provides a full report of the current officers and directors including title, age, tenure, compensation, and biography. Use the 'Display page for printing' button to print.

Executive Compensation - Use the drop-down menus to view individual officer and director's compensation history along with their biography. Use the 'Display page for printing' button to print.

Ownership

Access to Institutional Ownership, Insider Holdings and Insider Transactions.

Institutional Ownership - View the top 25 institutions holding equity in the active company based on the latest filings. See which firms from the top 25 have the largest holding increases and decreases over the filing period.

Click on an institution name for a pop-up view of holdings in other companies.

Insider Holdings - View summary information and direct and indirect insider holdings details based on SEC filings. Use the chart icon in the summary data sections to view data as pie chart. Click on holdings report headers to change report sorting. Use the Export button to export data to a CSV file.

Insider Transactions - View insider transaction details based on SEC filings. Click on report headers to change report sorting. Use the time period buttons to view a variable amount of historical transactions. Use the Export button to export data to a CSV file.

Sustainability

View FTSE Russell ESG Ratings measuring a company's Environmental, Social, and Governance risk. Coverage includes over 7,000 securities across 47 Developed and Emerging markets. ESG Ratings allow investors to understand a company's exposure to, and management of, ESG issues in multiple dimensions. To learn more about ESG Ratings, visit https://www.ftserussell.com/data/sustainability-and-esg-data/esg-ratings

ESG Ratings represent an overall Rating that breaks down into underlying Pillar and Theme Exposures and Scores. Pillars and Themes built on over 300 individual indicator assessments that are applied to each company's unique circumstances.

• Use the left navigation controls to change from ESG, Pillar, Theme, History and About ratings pages.
• Use the Report Date dropdown to choose a report period.
• Use the Export button to export the data to a CSV file.
• Historical ratings data can be viewed in table and chart form from the History page. Use the Table and Chart buttons to toggle the display format.

Sustainability Definitions

ESG Rating: A measure of the overall quality of a company's management of ESG (Environmental, Social and Governance) issues. The ESG Rating breaks down into underlying Pillar and Thematic Exposures and Scores. Our ESG Rating is based on publicly available information and ratings range from 0 to 5, with 5 representing the best rating.

ESG Pillar: A cumulative score for each Pillar (i.e. Environmental, Social and Governance). Scores range from 0 to 5, with 5 representing the best.

ESG Themes: A total of 14 individual ESG Themes make up FTSE Russell's ESG Data Model. The applicability of each ESG Theme to companies in the research universe is based on how exposed they are to each Theme. These 'Exposure Levels' are based on factors including a company's sector and where it operated geographically.

ESG Rating ICB Supersector Relative Percentile Score: Percentile calculation where 1 equates to a company in the bottom 1% and 100 equates to a company in the top 1%.

ESG Ratings: data structure

The ESG Rating and data model allows investors to understand a company's exposure to, and management of, ESG issues in multiple dimensions. The ESG Ratings are comprised of an overall Rating that breaks down into underlying Pillar and Thematic Exposures and Scores. The Pillars and Themes are built on over 300 individual indicator assessments that are applied to each company's unique circumstances.

Reports

Access a variety of company PDF reports using the left navigation controls to change between company, rating, sustainability, and annual reports. Click on the Download button to retrieve an individual report or use the 'select' check boxes to choose multiple reports followed by the Download All Selected button.

Report types include:

• Summary Report - Company business description and sector/industry classification data along with key equity characteristics. Charting includes price performance analysis with moving averages and volume.
• Fundamental Report - Company business description and classification data along with equity financial characteristics and ratios. Key content includes price performance, technical indicators along with fundamental analysis factors such as growth, profitability and valuation metrics.
• Expanded Fundamental Report - Company business description and classification data along with price performance, financial statements and ratios, dividend history, business segment data, debt details, executive bios and compensation, subsidiaries, and company history. Other key content includes fundamental charts covering growth, profitability and valuation metrics along with top industry peer comps.
• Company Rating Report - A proprietary stock rating report which analyze key trends in earnings, fundamentals, relative valuation, price momentum, risk and insider trading. Stock Reports Plus optimize investment selection by simplifying the process of evaluating stocks and finding new trading ideas. Scores range from 10 (positive) to 1 (negative).
• ESG Rating Report - Environmental, Social and Governance report measuring a company's exposure to, and management of, ESG issues through charts and tables. Data includes business description, ICB classification information, ESG rating, rating history, pillar scores, country and industry averages, and their exposure.
• Corporate Social Responsibility (CSR) - Periodic reports published by companies to share their corporate responsibility actions and results. CSR reports expose how the company is incorporating principles of sustainable development into their operations.
• Annual Reports - Company annual reports as published by the company.