- Beyond initial screening, investors must delve into a comprehensive analysis of selected stocks.
- InvestingPro's 'Overview' tab consolidates vital company data, offering unparalleled time efficiency and clarity.
- You can also customize this tab to align with your unique investing objectives.
Stock market investors seeking the best stocks for their strategy often begin with screeners like the one available on InvestingPro.
These tools help identify stocks that meet specific criteria, marking the initial step in the investment process. However, the next crucial phase involves delving deeper into the individual profile of each screened stock to ascertain its true potential.
In this article, we'll introduce you to InvestingPro's 'Overview' tab, dissecting each section to unveil the valuable insights it offers to investors. For every stock in the market, this tab consolidates critical data onto a single page, facilitating a rapid assessment of each opportunity and saving precious time.
How to Use the 'Overview' tab in InvestingPro
The first exchange data section, in the left-hand column, provides the real-time price of the stock under review, as well as its daily variation and 52-week range:
Source: InvestingPro
Below this first section is the historical chart of the share price, which can be displayed on various time scales.
Next comes the "company profile", which provides a text summary of the company's activity, as well as the date of its latest and next quarterly results.
This block also includes a list of the stock's main strengths and weaknesses, in the form of an automatically updated summary list:
Source: InvestingPro
The next section, called "Data Explorer", displays information on the stock's main metrics, as well as historical mini-graphs for each metric. It is of course possible to configure this block to display the metrics of your choice:
Source: InvestingPro
The next block allows you to compare the stock under study with its peers and sector, for various metrics, in terms of market data, value, size, growth, and earnings:
Source: InvestingPro
The last widget in the left-hand column presents InvestingPro news about the stock under study, including broker opinions and changes in recommendations about the stock:
Source: InvestingPro
Then, at the top of the right-hand column, you'll find key information on analysts' targets for the stock in question, as well as InvestingPro Fair Value.
Source: InvestingPro
This is a synthesis of several recognized financial models, and it is also possible to access the individual valuations of each model for further research.
Underneath, InvestingPro displays the company's overall financial health score, a score that can be studied in great detail thanks to the dedicated tab, which will be the subject of a future article.
Source: InvestingPro
Next come the company's simplified financial statements over 4 quarters, giving a good overview of the medium-term trend of the most important financial balances:
Source: InvestingPro
Finally, the last block of the InvestingPro Overview tab allows you to record notes and remarks following your analyses.
Source: InvestingPro
It's also important to know that the InvestingPro value sheet overview tab is fully customizable. In fact, you can arrange the blocks in any order you like, and hide those you don't need.
In conclusion, the InvestingPro stock overview tab offers the essential information needed to give investors a tangible idea of a stock's potential, while providing direct links for more in-depth analysis of certain points.
It is, therefore, an indispensable first step every time a new opportunity is evaluated, and can be enough to make an investment decision.
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With InvestingPro, you can conveniently access a single-page view of complete and comprehensive information about different companies all in one place, eliminating the need to gather data from multiple sources and saving you time and effort.
Disclaimer: This article is written for informational purposes only; it does not constitute a solicitation, offer, advice or recommendation to invest as such and is in no way intended to encourage the purchase of assets. I would like to remind you that any type of asset, is evaluated from multiple points of view and is highly risky and therefore, any investment decision and associated risk remains with the investor.