Key insights
- A comprehensive database of financial metrics for stock analysis has been created. While potentially useful for individual investors, its direct impact on broad US equity market movements is limited. The tool could indirectly improve investor understanding and decision-making, but its influence is more micro than macro.
Investopedia, professors, and established books/papers are great as information sources, and web-based calculator sites like Omni Calculator are great for putting this info together and offering a nice UI/UX calculator experience.
But I wanted something more specific to my own stock analysis and valuation process without all the extra noise, especially as I was developing my automated stock analysis spreadsheet.
So I built a 270+ metrics database (ratios, multiples, scores, valuation models, building blocks, etc.) across 36 categories.
Every metric has the exact formula(s), every variable defined, description, general rules of thumb, limitations, related metrics, origin sources (when applicable), and a web-based calculator. Direction labels tell you whether higher/lower is better.
The entire table is searchable by name, formula, or description. Filterable by category. Plus you can customize what to hide/show by default within each metric.
Tried my best to verify everything against reputable online sources, the original paper/primary source, and knowledge from publishing ~500,000 words on my site (StableBread), but let me know if anything looks off!
Here's the metrics database (free, no account required): stablebread.com/metrics