Chart of the Day Archives - Page 5 of 20 - Become a Better Investor

All Asian Markets Fell in 2018

By Andrew Stotz | February 5, 2019 |

Chart of the Day: Overall, all Asian markets fell in 2018. Besides Thailand, Hong Kong, and China, Asian currencies weakened against the USD. The two worst performers in 2018 were the best in 2017.

It Has Been Tough for Small Companies in Terms of Sales

By Become a Better Investor | January 31, 2019 |

Global: Tough past three years for small companies in terms of sales growth | #ChartOfTheDay

Chart of the Day: Looking at all non-financial companies globally, grouped by size. Sales growth in line with previous peaks, except for Small companies. Small companies haven’t seen much sales growth since 2012.

Recent ROE Improvement Has Mainly Come from Higher Net Margin

By Become a Better Investor | January 29, 2019 |

Global: Falling trend in profitability at constant net margin | #ChartOfTheDay

Chart of the Day: Looking at all non-financial companies and kept the net margin at the long-term average. The analysis shows us that the recent increase in ROE has come from the net margin.

High Cash Conversion Cycle Means Companies Are Vulnerable

By Become a Better Investor | January 24, 2019 |

Global: Cash conversion cycle shows vulnerability to a credit crunch and/or economic slowdown | #ChartOfTheDay

Chart of the Day: Looking at all non-financial companies globally, grouped by size. Cash conversion cycle (CCC) has risen for all companies following the GFC. The high CCC means that companies are more vulnerable to a credit crunch and/or economic slowdown.

In Asia, China Is Least Correlated to the US Market

By Become a Better Investor | January 16, 2019 |

Chart of the Day: We’ve looked at the correlation with the US market during the two major crises. China has been uncorrelated, a possible explanation is the Chinese regulation not allowing foreign access to its stock markets.

Debt Burden Is Heaviest for the Gov’t in the US—but Not in China

By Become a Better Investor | January 15, 2019 |

Debt burden is heaviest for the gov’t in the US, not corporates—opposite case in China

Chart of the Day: China and US have more or less the same level of debt to GDP. In China, corporates have the highest burden while in the US the heaviest burden lies on the government.

Peaking US Net Margin and the Hidden Effect of Fed’s Policy

By Become a Better Investor | January 10, 2019 |

US net margin has recorded its highest peak since 1990 | #ChartOfTheDay

Chart of the Day: US net margin has recorded its highest peak since 1990. While net margin has been on the rise, efficiency has fallen. Fed’s policy of low interest rates has led to malinvestments, reducing efficiency.

EV/EBITDA Has Only Been Higher in the US Before the Dot-Com Bubble Burst

By Become a Better Investor | January 9, 2019 |

Historically, EVEBITDA at this high level has led to negative subsequent returns on average | #ChartOfTheDay

Chart of the Day: The US market has traded in cheaper EV/EBITDA ranges 87% of the past 336 months. Historically, EV/EBITDA at this high level has led to negative subsequent returns on average.

China Has Been Twice as Hard to Predict

By Become a Better Investor | November 27, 2018 |

Chart of the Day: Globally, analysts have on average been 22% wrong in their EPS forecasts. Chinese analysts have been more inaccurate on average at 40%. Most accurate were Chinese analysts in Health Care.

Revenue Growth of All Listed Non-Financial Companies in the World

By Become a Better Investor | November 26, 2018 |

Chart of the Day: All business starts with revenue. We’ve looked at on average 12,621 non-financial companies. Over the past 23 years, revenue growth has averaged 6%.