Key Ratios Comparison

USER GUIDE

Our new Ratios page contains key stock details featuring index and peer comparisons.

Learn how to use the Key Ratios Comparison page

Index Comparison

The Index Comparison section

allows you to compare up to
five indexes against your
selected stock. By default U.S.
companies are compared to A
B B
the S&P 500 and their U.S.
Sector values. Non-U.S.
companies are compared to
their S&P Regional Index and
Global Sector values. To
customize additions to the
defaults displayed, click
“Select up to three indexes”,
make your selections, then
click “View Comparison”.
C Company Comparison

The Company Comparison

Ratios View section may be used for
comparisons against other
D
stocks. Enter up to five ticker
The page defaults to F symbols and click Compare, or
Ratios view. To change E
use links to quickly populate
the view to historical symbols for Industry Peers or
charting with data Schwab Sector Stocks List.
calculations, select the
Definitions and Trends
tab. If you are interested
in personalizing your view,
select Custom to create
and save your preferred
fields.

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INDEX COMPARISON ABOUT THE DATA
A Key Ratios Company level ratios data is from Thomson
The Index Comparison section allows investors to compare a stock to variety of indexes. Reuters. Thomson Reuters is our primary source
for earnings and financial statements data.
• Compare the focus stock to US and International Sectors
Thomson Reuters also provides the data for
• Compare the focus stock to US and International broad market indexes
International companies. Index data is provided
• Compare multiple indexes to the focus stock by Standard & Poor's.
B By default U.S. companies are compared to the S&P 500 and their U.S. Sector values. Non-U.S.
companies are compared to their S&P Regional Index and Global Sector Values.
• The "Select up to three indexes” link contains additional S&P indexes that can be compared to your stock. Print
Four categories of indexes are available.
• U.S. S&P Indexes: The S&P 500 (large cap), S&P 400 (mid cap), and S&P 600 (small cap) can be
found here.
Key Ratios
Report generated on 06/01/2016, 3:46 PM ET

• Global Regions - S&P Global BMI Series: Use these indices to make comparisons against broad Comparisons

Global Regional indexes. Microsoft Corp MSFT: NASDAQ

PRICE
$52.92
TODAY'S CHANGE
-0.09(-0.16%)
As of 3:31 pm ET 06/01/2016
TODAY'S VOLUME
17,270,640

Index Comparison (Most Recent Reporting Period Ending March 31, 2016)

• U.S. Sectors - S&P BMI Series: Compare against these to see how your stock stacks up against Ratios
(TTM Unless Noted) Microsoft Corp
S&P United States BMI Information
Technology S &P 500 Index

U.S. Sector values.

Price/Earnings 39. 87 22. 13 19. 36

Price/ Forecas ted Earnings (FY F) 19. 89 17. 13 16. 50

Price/Tangible Book (MRQ) 7. 85 3. 63 2. 87

Price/Sales 4. 73 2. 52 1. 79

Price/Cash Flow 22. 66 12. 13 16. 65

• Global Sectors - S&P Global BMI Series: Compare against these to see how your stock stacks up
Return on Equity (%) 12. 71 16. 65 14. 12

Dividend Yield (%) 2. 72 1. 47 2. 10

against Global Sector values.

Company Comparison (Trailing Twelve Month, except where noted)

Valuation

MSFT
Price/Earnings 39.87

Price/Forecasted Earnings (FYF) 19.89

COMPANY COMPARISON
Price/Sales 4.73

Price/Tangible Book (MRQ) 7.85

Price/Cash Flow (MRFY) 22.66

Price/Earnings Growth (5yr Projected Growth) 4.84

Comparisons
Annual Growth

C MSFT
Sales Growth - 1 Year (%) -8.33

Side by side comparisons of your focus stock's ratios to those of other companies. Enter up to
Sales Growth - 5 Year (%) 8.41

EPS Growth - 1 Year (%) (Year over Year TTM) -45.49

EPS Growth - 5 Year (%) -6.81

five other stocks to view simultaneously or use links to quickly populate symbols for Industry
EPS Growth Forecast - 1 Year (%) 8.33

EPS Growth Forecast - 3-5 Year (%) 8.25

Peers or Schwab Sector Stocks list.

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D Ratio Categorization
Ratios have been bundled together into six categories: Valuation, Annual Growth, Dividends, The ratios page contains an enhanced
Profitability, Financial Strength, and Management Effectiveness. Each section can be expanded print function that creates an easy to read
or collapsed by clicking the icon next to section name. report-like print out of your analysis. To
use this feature, click the "Download
Comparisons" link located on the top right
E View as Yield of the page.
The Valuation section contains a "View as Yield" link. This feature allows you to view the inverse
values of these ratios. For example, Price/Earnings is displayed by default. However, many
investors also are interested in a company's Earnings Yield (or Earnings/Price). Simply click the
"View as Yield" link to see the inverse value. This feature is applicable to the Valuation section
only.

F International Companies
Ratios are available for thousands of ADRs and over-the-counter traded Foreign Ordinary
Shares. Note that reporting periods vary by country. To help clarify these variations reporting
periods are defined at the bottom of the Company Ratios section.

The information provided here is for general informational purposes only and should not be considered a
recommendation or personal investment advice.

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