Company Overview
As the title says this area is intended to provide an overview of recent performance along with some key information regarding the company. Performance is indicated on both a share price basis with the inclusion of a chart, relative strength statistics and the 52 week high and low and also a fundamental level with the five year compound annual growth rate (5yr CAGR) data.
| Activities | A summary of the company's main business activities. |
|---|---|
| Share Price Chart | Five year share price chart. All share prices are adjusted for any capital changes including, placings, rights issues, open offers, consolidations and subdivisions. |
| 5yr CAGR |
The Compound Annual Growth Rate (CAGR) is a measure of the return on an investment or the
growth in a fundamental item such as turnover. A Facts Report highlights the annual compound
growth in turnover, pre-tax profit, normalised EPS and DPS over a five year period.
Example Lets assume ABC PLC reported a turnover of £1,000 in their 2000 annual report and by the end of the next financial year this had increased to £3,000, a 200% increase. Over the following year ABC's turnover fell by 50% and they ended up with £1,500 at year-end 2001. What was the growth in turnover for the period? Using the average annual growth does not work. The average annual growth in ABC PLC's turnover was 75% (the average of 200% increase and 50% fall), but by the end of 2001 they had a turnover of just £1,500 and not £3,065 (£1,000 for two years at an annual rate of 75%). To determine what the annual growth for the period was, you need to calculate the compound annual growth rate (CAGR). To calculate the CAGR you take the nth root of the total return, where "n" is the number of years you held the investment. In this example, you take the square root (because your investment was for two years) of 50% (the total return for the period) and get a CAGR of 22.5%. Calculation - for 5yr CAGR (Current Value / Initial Value) ^ 0.2 |
| Turnover (£m) | Money received, or to be received, by the business for goods or services sold during the year. |
| Pre-tax (£m) | Profit on ordinary activities before tax, including all exceptional items. |
| Norm. EPS (p) |
Normalised Earnings Per Share, also known as adjusted EPS, has all exceptional items
deducted from the earnings figure. Exceptional items are those elements in the profit
and loss account that by their name, exceptional, do not occur in the usual course of
a company's business.
Example ABC PLC, who manufacture plastic cups, dispose of an underused factory building for £1,000. In the company's accounts this would be shown as a fixed asset disposal and is an exceptional gain. DEF PLC is a property company and bought the factory from ABC. This would not be classed as an exceptional items as buying property its part of a property company's business. Calculation Normalised Earnings Per Share = (Normalised Earnings (£m) / Derived Shares In Issue) x 100 Normalised Earnings = Reported Earnings (Unadjusted) + Non-Trading Losses + Exceptional Charges - Non-Trading Profits - Exceptional Income Report Earnings (Unadjusted) = Profit After Tax - Minority Interests - Preference Dividends |
| DPS (p) | Dividend Per Share |
| Market Cap | The total Stock Market value of the company's shares, being the total number of shares issued to shareholders multiplied by the current share price. |
| EPIC | The London Stock Exchange code for each security. EPIC is an acronym for Exchange Price Information Code. |
| NMS | Normal Market Size (NMS). The minimum number of shares that a market maker must make a firm price in. |
| Shares in Issue | The total number of ordinary shares in issue. |
| Beta Volatility | This is the standard deviation of the company's share price since the beginning of the latest month. The beta volatility is shown in pence. |
| Relative Strength |
Relative strength is a measure of how a company's share price has performed relative to
the FTSE All-Share Index. Relative strength is calculated as follows:
Price change = Current share price / initial share price Index change = Current index value / initial index value Relative strength = ((Price change - index change) / Index change) x 100 |
| 52 Week Range | The highest and lowest close of day share price achieved by the security during the past year. |