Investment

valuation multiples

Valuation Multiples – P/E, P/B, EV/EBITDA Ratio Hints for Marketers

Valuation multiples are financial measurement tools that evaluate one financial metric as a ratio of another, in order to make different companies more comparable. As a marketer, not only is it necessary to understand your company, but also learning from peers or competitors with better valuation is a way to refer and grab inspirational ideas. This article briefly goes through 3 main valuation multiples which investors pay more attention to, and marketers should be aware of the value.

profitability ratio

Profitability Ratio – Gross Margin, EBITDA Margin, Net Margin Hints for Marketers and Investors

Profitability ratios measure a company’s profitability stemming from financial statements. One of the main sources must be the income statement. It’s because of all the company’s main forms of income and expense. 

There are countless ways to slice and dice income statements. Nevertheless, there are three main margin ratios that come up most frequently in the analysis from both investors and marketers. These ratios are the gross margin, EBITDA margin, and net margin.

liquidity ratio

Liquidity Ratio – Quick Ratio, Interest Coverage, Debt / Equity Implication for Investors and Marketers

Liquidity ratio reflects a company’s resilience capability when facing economic and market vulnerability and volatility. As an investor, companies with great liquidity capability definitely are the better options in the investment portfolio. Meanwhile, marketers have responsibility to adjust budget and strategies along wit business iquidity ratio upsizing or downsizing. Moreover, be sure to constantly communicate with the market and build brand credibility and trustworthy always-on.

In this article, there are 3 aspects to look into and justify whether a company is in a healthy liquidity ratio status, which includes quick ratio, interest coverage and debt to equity.

cohort analysis

Subscription Business Model Cohort Analysis for Retention Rate, ARPU, CAC, CLV

If you are running a subscription business model, whatever there is a similar model like yours or there is no model like it on the internet. Understanding your customer feedback about your product and service is critical because these data and insight highly reflect the trend of granular revenue and profit forecasting in this business. And with the domino effect, directly impacts your decision of branding and marketing options from paid to social and email drive sales and customer advocate. In the coming years, I believe if all the positive P&L results from actual performance and forecasts are coming up, all are thanks to this good beginning.

So the question is how to analyze the subscription business model performance. In this article, I would walk you through how to leverage cohort analysis that might be just in the Google Sheets, for the purpose to understand the subscription’s actual retention and churn rate performance. By the end of this piece, you can learn the beauty of cohort analysis for your subscription business, and deploy your marketing and sales strategy based on the analysis.

roa, roe, roc

ROA, ROE, ROC – Hints for Investors and Marketers from Financial Ratio Analysis

On the whole, measuring returns in business is critical and ROA, ROE, ROC ratios is a super useful way to monitor whether a company is putting money entrusted to it to good use. Moreover, these three metrics can provide investors and marketers a picture of the company’s potential investment evaluation, although it needs to be cautious to look into.

In this article, I will go through ROA, ROE, ROC financial analysis ratios and share tips to look into them to gain insightful opportunities for investors and marketers, and also avoid data traps.

financial news scraper

Python Tutorial 63 – Company Financial News Scraper for the Top-down Analysis Using Easy2Digital News API

Industry and company up-to-date news helps you keep pace with the stock company you invested. Nevertheless, it is time consuming if you check one by one out of your investment dashboard. I daresay you feel excited if your stock dashboard can automatically refresh the company news every day using a financial news scraper. As a result, you can make decision always along with top-down industry and company news.

In this article, I’m going to introduce Easy2Digital financial news API 1.0 with the API script sample. With this API, you can build a financial news scraper for your specific collection of company symbols and integrate it with your stock monitor.

intrinsic value

Python Tutorial 62 – Intrinsic Value Scraper for Comparing BVPS vs Price per Share Using Easy2Digital API

Discounted value of the cash that can be taken out of a business during its remaining life, is a well-known intrinsic value explanation offered by Warren Buffett. In fact, the intrinsic value calculator has a top-down and simple way out although the bottom-up and in-depth one requires more input. 

In this article, I’ll walk you through how to leverage Easy2Digital API data to build an intrinsic value scraper using Python. By the end of this piece, you can quickly scrape and consolidate 5 metrics in bulk, and find out if the symbol candidate from your list is a potential undervalued one to add to the investment queue by BVPS vs price per share. 

Python Tutorial 61 – Financial Statement Scraper for Common-Sizing Comparison Using Easy2Digital APIs

Financial statements provide investors and marketers the raw data that can facilitate them to calculate, and compare the underlying value of companies. Moreover, notably revenue growth, capital expenses, and debt growth YoY do directly imply if a company is in a good shape or not, for example, market share is shrinking, or probably the cost of debt might rise, or it’s a potential one to invest because of current aggressive investment in new product development.

In this article, I’m going to work through how to build a financial statement bot using Easy2Digital API and Python. By the end of this piece, you can use the Python script and Easy2Digital API to obtain specific listed companies’ financial statement data, or leverage it to automate your dashboard update.

stock symbol data scraper

Python Tutorial 60 – Stock Symbol Data Scraper for Financial Ratio Analysis

Along with interest rates rising against inflation, global stock markets have been bearish and obviously continue to drop as inflation kind of hovers over in a higher position and might last for a long period before pushing it down. 

From a standpoint of the cost of buying in the stock market, this is absolutely a good chance to observe the momentum and estimate the time bottoming out. It’s because this timing is easier for us to analyze and identify undervalued companies compared to the previous QE era, notably now companies are confronting the increasing cost of debt and economic recession challenges. Who can stay still, who is the ACE? 

If you are an investor in mutual funds, ETFs, trusts, Stock, and so on. This article can help you build a stock symbol data scraper for analyzing financial ratios in bulk using Python, FMP, and Easy2Digital API.

capex

CAPEX vs OPEX – Apply to Measure Branding and Performance Marketing Outcome

Branding is the future of a business, and branding dilutes the impact of product pricing from customer purchase decisions. So branding is significantly vital like this and that. Personally it’s a kind of common sense, and most people realize that even though they are not professional marketers and business holders. So this article might give you some hints on how to quantify the outcome of branding from a finance and marketing perspective. Next time, it can be a great discussion to reply to your line managers or clients when they question why there was no outcome from the branding investment.

python web application

Python Web Application: Multi Calculators – NPV, P&L, CLV

Web applications are easy to integrate with different applications, like we can combine different financial and marketing calculators today. The users can select the NPV, CLV or P&L calculator. Or they can generate the scraped data by selecting the eCommerce bots or social bot in one interface. Transformer is not just in the animation, you can leverage Python and flask to empower your Python web applications with more and more features and reduce the complex steps to get what you want.