Knowledge base

ValueSense features - Metric calculators

Metric Calculators are analytical tools that provide instant, in-depth analyses for specific financial metrics for any publicly traded company. Instead of manual calculations, these tools generate comprehensive reports that help you analyze key financial indicators to make smarter investment decisions by providing automated data gathering, historical context, and peer comparisons.

Free Metric Calculators

Accessing Metric Calculators

Navigate to any ValueSense
Scroll down to the website footer
Under the "Tools" column, click on "Metric Calculators"
Access the main "Stock metrics calculators hub" page

What Metric Calculators Do

Core Purpose

Metric Calculators transform complex financial analysis into accessible, automated reports that provide:

Instant Metric Analysis: Pre-calculated values for specific financial indicators
Historical Context: Multi-year trends and patterns
Peer Comparisons: Benchmarking against industry competitors
Industry Context: Comparison to sector averages

Key Benefits

Time-Saving: Eliminates manual data gathering and calculation
Comprehensive Analysis: Three layers of context for every metric
Professional Quality: Institutional-grade financial analysis
Interactive Exploration: Dynamic charts and data visualization

Available Calculator Categories

Profitability Metrics

Gross Margin, EBITDA Margin, Net Income Margin
Return on Equity (ROE), Return on Invested Capital (ROIC)
Return on Capital Employed (ROCE)

Dividend Analysis

Dividend per Share (DPS)
Dividend Yield LTM

Cash Flow Metrics

Free Cash Flow Yield LTM
Free Cash Flow per Share
Free Cash Flow

Efficiency Indicators

Revenue per Employee
Days Inventory Outstanding (DIO)
Days Sales Outstanding (DSO)

Valuation Multiples

P/E LTM, PEG 1Y
EV/Revenue LTM, EV/EBITDA LTM

Solvency & Liquidity

Total Debt to Total Equity
Total Debt to EBITDA
Quick Ratio

Financial Health Scores

Altman Z-score
Piotroski F-score
Beneish M-score

Core Financial Data

Market Cap, Enterprise Value, Net Debt
Capital Expenditure, Revenue, Net Income
Stock-based Compensation, Cost of Goods Sold
Cash & Cash Equivalents

How to Use Metric Calculators

Step 1: Select Your Metric

Browse the calculators hub page
Click "Find out more" on your desired metric card (e.g., "Revenue per Employee")
Navigate to the dedicated metric analysis page

Step 2: Choose Your Company

Search Method: Type company name or ticker in the search bar (e.g., "Apple")
Quick Selection: Click on pre-populated suggestions (MSFT, NFLX, GOOG)
Instant Analysis: System generates comprehensive report

Step 3: Analyze the Results

Summary Review: Check current metric value vs. historical and industry averages
Historical Trends: Use interactive charts to understand performance over time
Peer Benchmarking: Compare against direct competitors

Comprehensive Analysis Outputs

Summary Box

LTM Value: Current last-twelve-months metric value
5-Year Average: Company's historical performance
Industry Average: Sector benchmark for comparison

Quality Assessment

Stock Quality Score: Proprietary rating (e.g., "7/10")
Intrinsic Value Rating: Investment attractiveness indicator
Overall Assessment: Comprehensive company evaluation

Interactive Historical Chart

Multi-Year Visualization: Performance from 2005-2024
Hover Tooltips: Specific data points for any period
View Toggles: Switch between Annual, Quarterly, and LTM views
Industry Comparison: Toggle industry median comparison line

Peer Comparison Table

Direct Competitors: Company vs. closest industry peers
Metric Benchmarking: Side-by-side performance comparison
Additional Context: Revenue Growth and Net Income Margin data
Visual Indicators: Green bars for better performance, red for worse

Key Stats Module

Base Metrics: Fundamental financial data
Growth Indicators: Revenue, earnings, and cash flow growth
Profitability Analysis: Margin and return metrics
Valuation Multiples: P/E, EV/EBITDA, and other ratios
Financial Health: Debt, liquidity, and stability indicators
Dividend Information: Yield, payout ratio, and growth
Earnings Data: EPS trends and projections

Interactive Features

Chart Functionality

Hover for Details: Mouse over charts to see specific data points
Time Period Selection: Toggle between Annual, Quarterly, and LTM views
Industry Comparison: Switch between company standalone and industry relative views
Historical Context: Understand long-term trends and patterns

Dynamic Search: Real-time company search with suggestions
Quick Access: Popular ticker buttons for immediate analysis
Seamless Flow: Logical progression from hub to detailed analysis

Key Workflow Steps

Navigate to Metric Calculators hub from website footer

Step 2: Metric Selection

Choose financial metric aligned with your analysis objectives

Step 3: Company Selection

Search for or select company using ticker or name

Step 4: Analysis Review

Review summary box for key metric values
Examine historical chart for trend analysis
Compare against peer companies
Assess broader financial health context

Step 5: Interactive Exploration

Use chart toggles to explore different time periods
Hover over data points for specific values
Switch between company and industry views

Use Cases and Benefits

Revenue per Employee Calculator

Benefit: Assesses operational efficiency and productivity
Use Case: Compare efficiency across tech companies or track single company improvement over time
Application: Evaluate impact of hiring, layoffs, or automation initiatives

Return on Invested Capital (ROIC) Calculator

Benefit: Measures capital allocation effectiveness
Use Case: Identify high-quality "compounder" businesses with sustainable competitive advantages
Application: Find companies with consistently high ROIC relative to industry peers

Dividend Analysis Calculators

Benefit: Evaluate income-generating potential
Use Case: Screen for sustainable dividend payers
Application: Assess dividend growth and payout sustainability

Financial Health Calculators

Benefit: Evaluate bankruptcy risk and financial stability
Use Case: Risk assessment for conservative investors
Application: Avoid companies with deteriorating financial health

Best Practices

Metric Selection

Match Objectives: Choose metrics aligned with your investment strategy
Industry Relevance: Select metrics appropriate for specific sectors
Multiple Perspectives: Use various calculators for comprehensive analysis

Analysis Approach

Historical Context: Always review multi-year trends
Peer Comparison: Understand relative performance within industry
Industry Averages: Consider sector-specific benchmarks

Interactive Usage

Explore Time Periods: Use annual, quarterly, and LTM views
Hover for Details: Access specific data points and dates
Toggle Comparisons: Switch between company and industry perspectives

Key Features to Highlight

Three-Layer Context Analysis

Historical Context: Interactive charts showing multi-year trends
Peer Context: Comparison tables with direct competitors
Industry Context: Sector average benchmarks in summary

Automated Analysis Tool

Not Manual Calculator: Pre-built analysis rather than manual input
Instant Reports: Comprehensive analysis generated automatically
Professional Quality: Institutional-grade financial assessment

Interactive Elements

Chart Toggles: Annual, Quarterly, LTM view options
Hover Tooltips: Specific data points and time periods
Industry Comparison: Toggle between standalone and relative views

Comprehensive Coverage

Wide Metric Library: 30+ financial indicators across all categories
Complete Analysis: From basic metrics to advanced financial health scores
Integrated Platform: Seamless connection with other ValueSense tools

Metric Calculators transform complex financial analysis into accessible, automated tools that provide the context and comparisons necessary for informed investment decisions, making professional-grade financial analysis available to investors at all levels.