Financial Modeling Prep’s Post

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SEC Filings Cheat Sheet: This cheat sheet will guide you through the different filings and how they can be used for strategic trading. 10-K (Annual Report): Your Financial Deep Dive What it is: A thorough examination of a company’s financial well-being, verified for precision. Why it’s used: Offers an all-encompassing view of the company’s financial state, potential risks, and management’s perspective. Investor Use: Analyze the company’s prospects for sustained success, spot warning signs, and gauge future growth opportunities. 10-Q (Quarterly Report): Your Financial Pulse Check What it is: A quarterly financial performance update, providing a quick glimpse into the company’s operations. Why it’s used: Sheds light on the company’s trajectory between annual reports, pinpointing changes in performance or potential risks. Investor Use: Keep track of the company’s quarterly developments and detect shifts in trends that may influence the stock’s value. 8-K (Current Report): Your Financial News Flash What it is: A disclosure of significant occurrences that shareholders need to be aware of. Why it’s used: Communicates critical events such as mergers, executive changes, or financial distress. Investor Use: Remain up-to-date with urgent news that could lead to immediate fluctuations in the stock market. Additional Filings for an Edge in Investing: Form S-1 (IPO Registration): Unlocks the details of a company’s financials, risks, and business strategy for those considering IPO investments. Form 4 (Insider Trading Disclosure):Provides transparency into ownership changes by insiders, offering a glimpse into their confidence in the company’s future. Schedule 13D/G (Significant Shareholder Disclosure): Reveals when a major investor acquires a substantial share of the company, indicating potential influence. Form DEF 14A (Proxy Statement):Equips shareholders with the necessary information to make educated decisions during voting on corporate matters. Remember, while SEC filings are a potent resource, they should complement other research methods for a comprehensive investment strategy. Hashtags: #FinancialInsight #TradingTactics #InvestmentAnalysis #SECGuid #MarketTrends #StockAnalysis #InvestorEducation #TradingTools #FinancialStatements #SECfilin #TradingStrategy #financialmarkets #InvestmentTips #StockAnalysis #IPOguide #InsiderTrading #ShareholderVote #AnnualReport

notes: the most common financial performance measures include: Price-to-Earnings (P/E) Ratio: The P/E ratio is calculated by dividing the market price of a company's stock by its earnings per share (EPS). It indicates how much investors are willing to pay for each dollar of earnings and can help assess relative valuation. Price-to-Sales (P/S) Ratio: This ratio divides the market capitalization of a company by its total revenue or sales. It's useful when earnings are not a good representation of a company's financial health, such as for early-stage companies or those with low profitability. Price-to-Book (P/B) Ratio: The P/B ratio compares a company's market value (market capitalization) to its book value, which is the value of its assets minus its liabilities. A low P/B ratio can suggest that a stock is undervalued. Earnings Per Share (EPS): EPS is a measure of a company's profitability on a per-share basis. It's calculated by dividing the company's net income by the number of outstanding shares. It's an essential metric for assessing a company's financial performance. Return on Equity (ROE): ROE measures a company's ability to generate a return on shareholder equity. It's calculated by dividing net income by shareholder equity. A higher ROE is generally seen as a positive sign. Debt-to-Equity Ratio: This ratio measures a company's leverage and financial risk. It's calculated by dividing the total debt by shareholder equity. A lower debt-to-equity ratio is generally preferable, as it indicates lower financial risk. Free Cash Flow (FCF): FCF is the cash generated by a company's operations after accounting for capital expenditures. It's a crucial measure of a company's ability to generate cash and invest in growth or return it to shareholders. Operating Margin: This margin measures a company's profitability from its core operations. It's calculated by dividing operating income by total revenue. A higher operating margin indicates efficient operations. Gross Margin: Gross margin represents the percentage of revenue left after subtracting the cost of goods sold (COGS). It provides insight into a company's pricing strategy and cost efficiency. Dividend Yield: Dividend yield is calculated by dividing the annual dividend per share by the stock price. It's important for income-focused investors and indicates the return from dividends. EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization): EBITDA is a measure of a company's operating performance, excluding non-operating items like interest and taxes. It's often used in the valuation of companies, especially in M&A transactions. Current Ratio: This ratio assesses a company's short-term liquidity by comparing its current assets to its current liabilities. A higher current ratio indicates better liquidity.

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Enterprise Financial ( $EFSC ) ACTIVELY RESPONDS TO THE MARKET with average analyst rating of BUY from 5 analysts: The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.61 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Enterprise Financial's market, we take the total number of its shares issued and multiply it by Enterprise Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Enterprise Financial is selling for under 43.10. That is 1.67% increase. Today highest was 43.1. https://lnkd.in/gP43jpNU #hotstocks #investing #trading

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Key forms to complete and update on the Wall Street stock exchange? On the Wall Street stock exchange, there are several key forms that companies must complete and update to comply with regulatory requirements and provide relevant information to investors. Some of the important forms include: 1. Form 10-K: This is an annual report filed by publicly traded companies with the Securities and Exchange Commission (SEC). It provides a comprehensive summary of a company's financial performance, including audited financial statements, management's discussion and analysis, and other relevant information. 2. Form 10-Q: This is a quarterly report filed by companies to update investors on their financial performance between annual reports. It includes unaudited financial statements, management's discussion and analysis, and disclosures about significant events or changes that occurred during the quarter. 3. Form 8-K: This is a report filed to disclose any material events or changes that are not included in the company's regular periodic reports (10-K or 10-Q). It is used to inform investors about significant developments, such as mergers and acquisitions, executive changes, bankruptcy filings, or other events that may impact the company's financial condition or operations. 4. Form 4: This is filed by company insiders, including directors, officers, and certain shareholders, to report their transactions in the company's securities. It discloses both purchases and sales of securities, providing transparency about insider trading activities. 5. Proxy Statement (Form DEF 14A): This is a document filed by companies to provide shareholders with information about matters to be voted on at annual shareholder meetings. It includes information about the company's management, executive compensation, board structure, and other relevant details. 6. Form S-1: This is the initial registration statement filed by companies planning to go public and offer their securities to the public. It provides detailed information about the company's business, financials, risk factors, and other relevant disclosures. These forms, along with others, serve to ensure transparency, accountability, and regulatory compliance in the securities market. They play a crucial role in keeping investors informed about the financial performance and material events of publicly traded companies.