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Morningstar Annual Fundamentals 2.0 for US and International Stocks

by Chaim6, 212 days ago
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This downloader gets 10 years of annual fundamentals from Morningstar's free fundamental ratios.

New features:
* It now works with non-USD financial statements.
* Balance sheet items such as Cash & Equivalents are converted from % of total assets to a dollar (or other currency) figure.
* Income Statement items such as COGS and Gross Profit are also converted from % of sales to a dollar (or other currency) figure.
* It lags the fiscal periods by 45 days + 2 weeks.

Limitations:
* Uses the name3 field as the symbol name.
* These numbers are taken from the annual statements which only get updated once a year. It does not record the most recent data from that web page.
* This downloader uses a different database layout than the original Morningstar downloader.

Usage notes -- Important!
* Before downloading data, the 'Name3' field must be filled in with a ticker recognizeable to Morningstar. For US companies this usually means the US ticker. However for most foreign traded stocks the Name3 field format is "[ticker]®ion=[region]".


Suggested uses:

* This downloader is useful to screen for free global (or international) Benjamin Graham Net Nets or for other fundamental factors.
* Free screening and/or ranking pased on fundamentals such as PE, Price to Book ratio, Price to Sales ratio etc. for US and international stocks.

Wonk Notes:
* Many of the numbers are derived from ratios and are therefore approximate due to rounding errors.
* For international stocks you will need to convert the currencies so that the fundamentals and the price are of the same currrency.
* The default curency is the same as net income unless specified there is a special field in the database for the currency of that item.

Some of the fundamental data included is:
Sales (revenue)
Gross Margin
Operating Income
Net Income
Earnings Per Share
Dividends
Shares Mil
Book Value Per Share
Operating Cash Flow
Cap Spending
Free Cash Flow
Free Cash Flow Per Share
Working Capital
COGS
Gross Margin
SG&A
R&D
Other
Net Int Inc & Other
EBT
Profitability
Tax Rate %
Net Margin %
Asset Turnover (Average)
Return on Assets %
Financial Leverage (Average)
Return on Equity %
Return on Invested Capital %

Key Ratios -> Growth
Revenue %
Year over Year
3-Year Average
5-Year Average
10-Year Average
Operating Income %
Year over Year
3-Year Average
5-Year Average
10-Year Average
Net Income %
Year over Year
3-Year Average
5-Year Average
10-Year Average
EPS %
Year over Year
3-Year Average
5-Year Average
10-Year Average

Key Ratios -> Cash Flow
Cash Flow Ratios
Operating Cash Flow Growth % YOY
Free Cash Flow Growth % YOY
Cap Ex as a % of Sales
Free Cash Flow/Sales %
Free Cash Flow/Net Income

Balance Sheet Items
Cash & Short-Term Investments
Accounts Receivable
Inventory
Other Current Assets
Total Current Assets
Net PP&E
Intangibles
Other Long-Term Assets
Total Assets
Accounts Payable
Short-Term Debt
Taxes Payable
Accrued Liabilities
Other Short-Term Liabilities
Total Current Liabilities
Long-Term Debt
Other Long-Term Liabilities
Total Liabilities
Total Stockholders' Equity

Total Liabilities & Equity
Liquidity/Financial Health
Current Ratio
Quick Ratio
Financial Leverage
Debt/Equity

Key Ratios -> Efficiency Ratios
Efficiency
Days Sales Outstanding
Days Inventory
Payables Period
Cash Conversion Cycle
Receivables Turnover
Inventory Turnover
Fixed Assets Turnover
Asset Turnover


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