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Add new key performance indicator... |
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| Economy |
| ID |
Name |
Owner |
Description |
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KPI-0096
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Consumer Durable Goods |
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www.bea.gov |
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KPI-0134
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Economic Cycle |
Rich Devlin |
The economic cycle has four phases: Recovery, Expansion, Over Supply and Recession. It is plotted on a curve |
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KPI-0025
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Gross Domestic Product (GDP) |
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GDP measures the spending on goods and services in an economy |
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KPI-0026
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Inflation Rate |
Lucy Devlin |
Inflation rate is the percentage rate change in interest rates |
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KPI-0028
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Interest Rates |
Chris Devlin |
Interest rates is the prime rate charged by banks to their best customers |
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KPI-0136
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LIRA - Leading Indicator of Remodeling Activity |
Rich Devlin |
LIRA is a leading economic indicator based on consumer remodeling expenditure. It is tracked by the Joint Center for Housing Studies at Harvard University. |
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KPI-0097
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Personal Income |
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www.bea.gov |
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KPI-0098
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Saving and Investment |
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www.bea.gov |
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KPI-0095
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Total Economy - Current Account |
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US Economic Indicator - www.bea.gov |
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KPI-0027
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Unemployment |
Chris Devlin |
Unemployment rate is the percentage of the population currently without a job. |
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| Add new key performance indicator... |
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| Industry |
| ID |
Name |
Owner |
Description |
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KPI-0034
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Bankruptcies |
Chris Devlin |
The bankruptcy rate, or quantity, in the industry |
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KPI-0143
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Barriers to Entry |
Chris Devlin |
Profitable markets that yield high returns will attract new firms. This results in many new entrants, which eventually will decrease profitability for all firms in the industry. Unless the entry of new firms can be blocked by incumbents, the profit rate will fall towards zero (perfect competition).
The existence of barriers to entry (patents[1], rights, etc.) The most attractive segment is one in which entry barriers are high and exit barriers are low. Few new firms can enter and non-performing firms can exit easily.
Economies of product differences
Brand equity
Switching costs or sunk costs
Capital requirements
Access to distribution
Customer loyalty to established brands
Absolute cost advantages
Learning curve advantages
Expected retaliation by incumbents
Government policies
Industry profitability; the more profitable the industry the more attractive it will be to new competitors |
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KPI-0145
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Buyer's Power |
Chris Devlin |
The bargaining power of customers is also described as the market of outputs: the ability of customers to put the firm under pressure, which also affects the customer's sensitivity to price changes.
Buyer concentration to firm concentration ratio
Degree of dependency upon existing channels of distribution
Bargaining leverage, particularly in industries with high fixed costs
Buyer volume
Buyer switching costs relative to firm switching costs
Buyer information availability
Ability to backward integrate
Availability of existing substitute products
Buyer price sensitivity
Differential advantage (uniqueness) of industry products
RFM Analysis |
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KPI-0030
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Cumulative Annual Growth Rate (CAGR) |
Chris Devlin |
The revenue growth rate for an industry measured year over year |
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KPI-0032
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Cumulative Annual Profit Growth Rate (CAPGR) |
Chris Devlin |
The profit growth rate for an industry measured year over year |
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KPI-0138
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Government Regulated Industry |
Chris Devlin |
Identifies Government Regulated Industry |
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KPI-0144
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Internal Competition |
Chris Devlin |
For most industries, the intensity of competitive rivalry is the major determinant of the competitiveness of the industry.
Sustainable competitive advantage through innovation
Competition between online and offline companies; click-and-mortar -v- slags on a bridge
Level of advertising expense
Powerful competitive strategy
The visibility of proprietary items on the Web[1]
[2] used by a company which can intensify competitive pressures on their rivals. How will competition react to a certain behavior by another firm? Competitive rivalry is likely to be based on dimensions such as price, quality, and innovation. Technological advances protect companies from competition. This applies to products and services. Companies that are successful with introducing new technology, are able to charge higher prices and achieve higher profits, until competitors imitate them. Examples of recent technology advantage in have been mp3 players and mobile telephones. Vertical integration is a strategy to reduce a business' own cost and thereby intensify pressure on its rival. |
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KPI-0141
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Legal/Regulatory/Compliance Impact |
Chris Devlin |
The impact of lawsuits, legal actions, regulatory oversight, and compliance on an industry |
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KPI-0139
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Man Made Disaster Impact |
Chris Devlin |
The impact of a man made disaster on an industry, such as an oil spill, nuclear meltdown, pollution, chemical spill, etc. |
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KPI-0033
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Market Capitalization Growth Rate |
Chris Devlin |
The growth rate in market capitalization measured year over year |
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KPI-0140
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Natural Disaster Impact |
Chris Devlin |
Impact of a natural disaster on an industry, such as a hurricane, tornado, earthquake, tsunami, drought, heavy rains, high humidity, high temperature, etc. |
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KPI-0142
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New Entrants |
Chris Devlin |
The measurement of new entrants to an industry |
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KPI-0147
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Substitute Products or Services |
Chris Devlin |
The existence of products outside of the realm of the common product boundaries increases the propensity of customers to switch to alternatives:
Buyer propensity to substitute
Relative price performance of substitute
Buyer switching costs
Perceived level of product differentiation
Number of substitute products available in the market
Ease of substitution. Information-based products are more prone to substitution, as online product can easily replace material product.
Substandard product
Quality depreciation |
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KPI-0146
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Supplier's Power |
Chris Devlin |
The bargaining power of suppliers is also described as the market of inputs. Suppliers of raw materials, components, labor, and services (such as expertise) to the firm can be a source of power over the firm, when there are few substitutes. Suppliers may refuse to work with the firm, or, e.g., charge excessively high prices for unique resources.
Supplier switching costs relative to firm switching costs
Degree of differentiation of inputs
Impact of inputs on cost or differentiation
Presence of substitute inputs
Supplier concentration to firm concentration ratio
Employee solidarity (e.g. labor unions)
Supplier competition - ability to forward vertically integrate and cut out the buyer |
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| Add new key performance indicator... |
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| Company |
| ID |
Name |
Owner |
Description |
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KPI-0119
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Average collection period |
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Serves as a basis for determining how rapidly a company's credit accounts are being collected.
( accounts receivable / average daily credit sales ) |
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KPI-0126
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Business Operations |
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The ability of the company to operationally execute its business plan |
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KPI-0125
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Business Strategy |
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An assessment of the ability of the company to define and execute its business strategy |
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KPI-0111
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Current Ratio |
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Ability to pay current debts (total current assets / total current liabilities) |
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KPI-0120
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Debt ratio |
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The extent to which the total assets of the firm have been financed using borrowed funds. ( total debt / total assets) |
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KPI-0121
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Debt to equity ratio |
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The portion of the funds obtained by the companies that came from debt vs. stockholders investments.
(total debt / total stockholder's equity) |
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KPI-0117
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Fixed asset turnover |
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Extent to which company is utilizing existing property, plant, and equipment to generate sales. ( sales / fixed assets) |
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KPI-0123
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Fixed charge coverage |
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Company's ability to meet all costs long-term fixed costs should profits decline. ( profits before taxes & interest + lease payments /
total interest charges + lease obligations ) |
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KPI-0124
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Gearing Ratio |
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The gearing ratio measures the percentage of capital employed that is financed by debt and long term finance. ( Long-term debt / Equity + Long-term debt ) |
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KPI-0115
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Gross Profit Margin |
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Profitability of a company's sales after the cost of sales has been deducted. ( sales - costs of goods sold / sales ) |
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KPI-0116
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Inventory turnover |
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The speed with which inventory moves through the company and is turned into sales. ( cost of goods sold / inventory ) |
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KPI-0109
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Management Team |
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The strength of the management team and its ability to accomplish its business goals |
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KPI-0110
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Market share ranking |
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The market share ranking of the company in its core business |
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KPI-0113
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Net profit margin |
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Measures percentage of each sales dollar remaining after all expenses (net profit / net sales) |
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KPI-0128
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Quick Ratio |
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Ability to convert current assets to cash for the purpose of meeting current liabilities. Called the acid-test -- is a crucial test of the firm's liquidity (total current assets - inventory / total current liabilities) |
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KPI-0129
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Return on Equity (ROE) |
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Rate of return that owners receive on their investment. (earnings / shareholders equity) |
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KPI-0114
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Return on investment (ROI) |
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Overall effectiveness to generate profits from total investment in assets. (net profits / total assets) |
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KPI-0127
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Revenue Growth |
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The ability of the company to continue to grow its revenues |
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KPI-0122
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Times interest earned |
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The ability to the companies to meet is interest obligations should profits decline.
( earning before interest and taxes / total interest charges ) |
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KPI-0118
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Total asset turnover |
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How effectively company uses its total resources to generate sales. (sales / total assets) |
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KPI-0112
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Working capital |
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Cash flow (total current assets - current liabilities ) |
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| Add new key performance indicator... |
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| Common Stock |
| ID |
Name |
Owner |
Description |
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KPI-0039
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20-50-100 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m20,m50,m100,v&a= |
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KPI-0067
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5-10-20 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m5,m10,m20,v&a= |
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KPI-0071
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50-100-200 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=off&z=l&p=v,m50,m100,m200&a= |
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KPI-0040
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Bollinger Bands |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=b,v&a= |
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KPI-0075
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MACD |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=m26-12-9 |
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KPI-0083
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Parabolic SAR |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v,p&a= |
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KPI-0130
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Price / Earnings Ratio (PE Ratio) |
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Price / Earnings - one of the most common financial ratios used in investing |
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KPI-0079
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RSI |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=r14 |
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KPI-0043
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Stochastic Oscillator |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=ss,fs |
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KPI-0042
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Stock Price and Volume |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=2y&q=l&l=off&z=l&p=v,s&a= |
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KPI-0087
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Stock Splits |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=my&q=l&l=off&z=l&p=v,s&a= |
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| Add new key performance indicator... |
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| Preferred Stock |
| ID |
Name |
Owner |
Description |
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KPI-0054
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20-50-100 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m20,m50,m100,v&a= |
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KPI-0069
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5-10-20 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m5,m10,m20,v&a= |
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KPI-0072
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50-100-200 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=off&z=l&p=v,m50,m100,m200&a= |
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KPI-0055
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Bollinger Bands |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=b,v&a= |
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KPI-0077
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MACD |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=m26-12-9 |
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KPI-0086
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Parabolic SAR |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v,p&a= |
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KPI-0131
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Price / Earnings ( PE Ratio ) |
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Price / Earnings - one of the most common financial ratios used in investing |
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KPI-0080
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RSI |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=r14 |
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KPI-0056
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Stochastic Oscillator |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=ss,fs |
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KPI-0057
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Stock Price and Volume |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=2y&q=l&l=off&z=l&p=v,s&a= |
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KPI-0090
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Stock Splits |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=my&q=l&l=off&z=l&p=v,s&a= |
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| Residential Real Estate |
| ID |
Name |
Owner |
Description |
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KPI-0132
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House Valuation |
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Valuation of the house and property |
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KPI-0133
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Plot Evaluation |
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Evaluation of the plot and its boundaries and encumbrances |
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| Add new key performance indicator... |
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| Index Fund |
| ID |
Name |
Owner |
Description |
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KPI-0063
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20-50-100 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m20,m50,m100,v&a= |
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KPI-0070
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5-10-20 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m5,m10,m20,v&a= |
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KPI-0073
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50-100-200 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=off&z=l&p=v,m50,m100,m200&a= |
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KPI-0064
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Bollinger Bands |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=b,v&a= |
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KPI-0076
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MACD |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=m26-12-9 |
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KPI-0084
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Parabolic SAR |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v,p&a= |
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KPI-0081
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RSI |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=r14 |
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KPI-0065
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Stochastic Oscillator |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=ss,fs |
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KPI-0066
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Stock Price and Volume |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=2y&q=l&l=off&z=l&p=v,s&a= |
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KPI-0088
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Stock Splits |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=my&q=l&l=off&z=l&p=v,s&a= |
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| Add new key performance indicator... |
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| Mutual Fund |
| ID |
Name |
Owner |
Description |
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KPI-0059
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20-50-100 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m20,m50,m100,v&a= |
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KPI-0068
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5-10-20 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m5,m10,m20,v&a= |
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KPI-0074
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50-100-200 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=off&z=l&p=v,m50,m100,m200&a= |
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KPI-0060
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Bollinger Bands |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=b,v&a= |
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KPI-0078
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MACD |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=m26-12-9 |
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KPI-0085
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Parabolic SAR |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v,p&a= |
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KPI-0082
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RSI |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=r14 |
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KPI-0061
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Stochastic Oscillator |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=ss,fs |
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KPI-0062
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Stock Price and Volume |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=2y&q=l&l=off&z=l&p=v,s&a= |
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KPI-0089
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Stock Splits |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=my&q=l&l=off&z=l&p=v,s&a= |
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| Add new key performance indicator... |
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| Stock Option |
| ID |
Name |
Owner |
Description |
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KPI-0094
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Volatility |
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| Add new key performance indicator... |
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| Exchange Traded Fund (ETF) |
| ID |
Name |
Owner |
Description |
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KPI-0099
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20-50-100 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m20,m50,m100,v&a= |
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KPI-0100
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5-10-20 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=m5,m10,m20,v&a= |
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KPI-0101
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50-100-200 day Simple Moving Average |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=off&z=l&p=v,m50,m100,m200&a= |
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KPI-0103
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MACD |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=m26-12-9 |
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KPI-0104
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Parabolic SAR |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v,p&a= |
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KPI-0105
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RSI |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=r14 |
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KPI-0106
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Stochastic Oscillator |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=1y&q=l&l=on&z=l&p=v&a=ss,fs |
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KPI-0107
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Stock Price and Volume |
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http://ichart.finance.yahoo.com/z?s=SYMBOL&t=2y&q=l&l=off&z=l&p=v,s&a= |
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Add new key performance indicator...
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