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Portfolio Fundamentals

The table below compares our portfolio fundamentals against their benchmarks. These data are updated on Tuesdays at 2pm Pacific Time.

Data Source: FactSet
Average Sales Change: Last fully reported quarter divided by same quarter one year ago minus one.
Average Earnings Change: Last fully reported quarter divided by same quarter one year ago minus one.
Average Return on Equity: Trailing four quarters from last fully reported quarter. Net income divided by stockholder equity.
Average Forward P/E FY 2: Price divided by average analysts' estimate for fiscal year two.
Average Earnings Surprise %: As of last fully reported quarter, actual earnings divided by mean or consensus minus 1.
Average Operating Margin % Change: Trailing four quarters percent change in operating margin from last fully reported quarter.