The Additional Metrics tab allows users to switch from the default portfolio table view to a more detailed breakdown of key financial ratios and ERS’s proprietary risk ratings for each stock in the portfolio. This view provides valuable insight into both conventional valuation metrics and ERS’s unique assessments of financial risk and fiduciary suitability.
Basic stock details:
- Symbol – The company’s ticker symbol
- Company – The company name (abbreviated if necessary)
- Sector – The business sector the company operates in
- Price – The most recent closing stock price
- Yield – The current dividend yield
Common financial ratios:
- P/E – Price to Earnings ratio
- P/FCF – Price to Free Cash Flow
- P/TE – Price to Tangible Equity
- D/R – Debt to Revenue
ERS proprietary risk ratings:
- FRI – Financial Risk Indicator
- eLiq. – eLiquidity™
- eStr. – eStrength™
- eDur. – eDurability™
- eVal. – eValuation™
- FRN – Fiduciary Risk Navigator™
These metrics provide investors with a deeper, data-rich perspective on each stock’s financial condition and potential risks.
For further explanation of ERS’s proprietary ratings, users can visit the Proprietary Ratings help page.