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Our : explore tool allows you to research all the Shares available through the Willis Owen Platform.
Feel free to use the filters to quickly find what you are looking for. Each of the column headings allow you to sort in ascending or descending order.
Due to the nature of proprietary research, such as star ratings and the detailed share research report, you will need to log in to view the full suite of our research information.
The debt/equity ratio is calculated by dividing a company's long-term debt by total shareholders' equity. It measures how much of a company is financed by its debtholders compared with its owners. A company with a lot of debt will have a very high debt/equity ratio, while one with little debt will have a low debt/equity ratio. Assuming everything else is identical, companies with lower debt/equity ratios are less risky than those with higher such ratios.
This is the dividends per share of the company over the trailing one-year period as a percentage of the current stock price.
This figure represents the annualized rate of net-income-per-share growth over the trailing one-year period for the stocks held by a fund. Earnings-per-share growth gives a good picture of the rate at which a company has grown its profitability per unit of equity.
All things being equal, stocks with higher earnings-per-share growth rates are generally more desirable than those with slower earnings-per-share growth rates.
Morningstar has developed a rating that is used to measure how likely a company is to keep competitors at bay for an extended period. It aims to look at the strength and sustainability of a company's competitive advantage.
There are three Economic Moat Ratings; None, Narrow and Wide. In order to earn a Narrow or Wide rating, a company would need to have the prospect of earning above average returns on capital and have some competitive edge that prevents these returns from quickly eroding.
A narrow moat signifies those with some competitive advantage and a wide moat signifies companies with the strongest competitive advantage.
Fair Value Estimate is a proprietary Morningstar data point. It is the Morningstar analyst's estimate of what the stock is worth. The Fair Value Estimate should be used in conjunction with the Economic Moat rating.
The Morningstar Rating for Shares can help investors uncover Shares that are truly undervalued, cutting through the market noise. Shares are rated from one to five stars, with those significantly undervalued receiving five stars and those deemed significantly overvalued receiving a single star. More information can be found within Sectors & Ratings.
The total equity market value of the company, expressed in millions or billions. It equals the shares outstanding multiplied by the stock price.
This figure is a measure of profitability.
A company's book value is calculated by dividing the market price of its outstanding stock by the company's book value, and then adjusting for the number of shares outstanding (Stocks with negative book values are excluded from this calculation).
The price/book (P/B) ratio of a fund is the weighted average of the price/book ratios of all the stocks in a fund's portfolio. Book value is the total assets of a company, less total liabilities (sometimes referred to as carrying value).
A company's book value is calculated by dividing the market price of its outstanding stock by the company's book value, and then adjusting for the number of shares outstanding (Stocks with negative book values are excluded from this calculation.).
The Price/Earnings Ratio or P/E Ratio is a stock's current price divided by the company's trailing 12-month earnings per share from continuous operations.
A fund's price/earnings ratio can act as a gauge of the fund's investment strategy in the current market climate, and whether it has a value or growth orientation.
The (P/E) ratio of a fund is the weighted average of the price/earnings ratios of the stocks in a fund's portfolio. The P/E ratio of a company, which is a comparison of the cost of the company's stock and its trailing 12-month earnings per share, is calculated by dividing these two figures.
Each portfolio holding is weighted by the percentage of equity assets it represents, so that larger positions have proportionately greater influence on the fund's final P/E.
A high P/E usually indicates that the market will pay more to obtain the company's earnings because it believes in the firm's ability to increase its earnings. Companies in those industries enjoying a surge of popularity (e.g. telecommunications, biotechnology) tend to have high P/E ratios, reflecting a growth orientation. (P/Es can also be artificially inflated if a company has very weak trailing earnings, and thus a very small number in this equation's denominator.)
A low P/E indicates the market has less confidence that the company's earnings will increase; however, a fund manager or an individual with a 'value investing' approach may believe such stocks have an overlooked or undervalued potential for appreciation. More staid industries, such as utilities and mining, tend to have low P/E ratios, reflecting a value orientation.
A stock's price/earnings ratio divided by the company's projected EPS growth.
The price/earnings ratio used in the numerator of this ratio is calculated by taking the current share price and dividing by the mean EPS estimate for the current fiscal year.
A stock's current price divided by the company's trailing 12-month sales per share.
This represents the weighted average of the price/sales ratios of the stocks in a fund's portfolio. Price/sales represents the amount an investor is willing to pay for a dollar generated from a particular company's operations.
This figure is the percentage a company earns on its assets in a given year.
The calculation is net income divided by average total assets. The resulting figure is then multiplied by 100. ROA shows how much profit a company generates on its asset base. The better the company, the more profit it generates as a percentage of its assets. The company's net income is found in the annual income statement. The company's total assets are found in the annual balance sheet.
This is the percentage a company earns on its total equity in a given year. The calculation is return on assets multiplied by financial leverage.
Return on equity shows how much profit a company generates on the money shareholders have invested in the firm. The mission of any company is to earn a high return on equity. The company's net income is found in the annual income statement. The company's net worth is taken from the company's annual balance sheet.
Morningstar divides stocks into 11 sectors according to their primary business. Because sectors can differ greatly in their characteristics, comparing a stock with its sector rather than the market as a whole is generally a better way of putting it in the proper context.
Morningstar's corporate Stewardship Rating represents an assessment of management's stewardship of shareholder capital, with particular emphasis on capital allocation decisions.
Analysts assign one of three stewardship ratings: "exemplary", "standard", and "poor". Analysts judge stewardship from an equity holder's perspective. Ratings are determined on an absolute basis. Companies are judged not against peers within their industry, but against ideal stewardship of shareholder capital. Most companies will receive a standard rating, and this should be considered the default rating in the absence of evidence that a management team has made exceptionally strong or poor capital allocation decisions.
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Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
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