Bắt đầu

Fundamental graphs: learn to chart financial metrics

With Fundamental graphs you can compare multiple publicly traded companies and funds by their financial metrics. This tool helps you uncover the underlying reasons why assets may continue their current trend or change direction.

CONTENTS:

What are fundamental graphs

Fundamental graphs are a tool for fundamental analysis that helps you assess whether a company is fairly valued in the market and has potential for growth. This type of analysis can be applied to different assets, including company stocks and investment funds.

Both asset classes can be examined by analyzing company and fund reports. We've gathered this data and made it possible to visualize it in a single chart.

For stocks, we collect data from financial statements. These are the primary sources of information for understanding the internal factors driving a company's valuation.

For funds, we use NAV reports, fact sheets, and other published data containing core metrics.

What are financial metrics

Financial metrics show how well a company is performing in achieving its goals. Every business sets long-term objectives and pursues them by producing goods and delivering services to customers.

The balance sheet is a key corporate report that lists assets, liabilities, and equity. Subsidiaries are consolidated into the parent company's balance sheet, providing a broader view of direction and strategy. This directly affects metrics such as total assets, return on equity, and EBITDA margin.

For instance, Meta's broad mission is "Give people the power to build community and bring the world closer together." To fulfill this, the company develops its social platforms and introduces new devices and software. If Meta were to acquire a business producing crushed stone, this would hardly align with its mission. Some investors might sell their shares, viewing the company as moving away from its core strategy. Of course, exceptions exist.

This is just one example of what financial statement analysis can reveal to investors and shareholders.

To assess a company's financial health and gain a deeper understanding of its prospects, you can visualize various metrics and ratios using our fundamental graphs.

How to use fundamental graphs

To access fundamental graphs, hover over the "Products" dropdown menu and select "Fundamental graphs."

To use it, simply choose the symbol you want to analyze, then select a metric.

You can add any available symbol on our platform and compare it across different metrics. However, not all symbols and metrics them are suited for this analysis.

For example, the interest rate is both a symbol on TradingView and a financial metric. Because it's not derived from corporate financials, fundamental metrics from company statements don't apply. The same foes for indicators such as unemployment rate, GDP, or inflation rate.

Still, you can display such economic data alongside corporate data for comparison if needed.

In the "Content visibility" menu, you can choose how the chart presents information:

  • Show all: Displays every metric for all selected symbols
  • Metrics by symbol: Focuses on all metrics for one selected symbol
  • Symbols by metric: Compares multiple symbols on one selected metric

You can add new symbols and metrics by simply pressing the "+ Add" button. 

You can also enable a price display by clicking "Show price charts," which overlays stock prices or rates alongside the chosen metric.

Graph scales

As with Supercharts, you can switch between four different scales:

  • Regular: A linear scale. Uses absolute price changes. The distance between $10 and $20 equals the distance between $10,000 and $10,010
  • Logarithmic: An exponential scale. Uses percentage changes. The move from $10 and $20 (100%) appears much larger than $10,000 to $10,010 (0.1%)
  • Percentage: A linear scale that showing percentage changes relative to the starting point
  • Indexed to 100: The first value is set to 100, and subsequent values reflect percentage changes from the baseline. Ideas for comparing seemingly unrelated numbers

At the bottom of the chart, you can select time periods to compare metrics across different horizons:

  • 1 year
  • 3 years
  • 5 years
  • 10 years
  • All time

Fundamental graphs and other tools

Fundamental graphs provide a powerful way to conduct in-depth analysis, but combining them with other tools can add even more insights. For example, use the Stock screener to browse equities or the News section to stay updated on market events.

From the right toolbar, click Products to access other TradingView tools. If you trade bonds, explore Yield curves to see how government yields correlate with companies metrics.

Fundamental graphs in a nutshell

Fundamental graphs is a visualization tool that turns financial data into charts, letting you compare multiple assets side by side. Just select financial metrics you want to track over time.

Whether you're analyzing profitability ratios, growth metrics, or valuation multiples, fundamental graphs make it easy to spot which companies are outperforming peers and to identify potential investment opportunities.

Also read:

Earnings report date
Thu nhập trước lãi vay, thuế, khấu hao và khấu hao tài sản…