TwP: Financials on Charts

2020년 6월 7일

With this indicator, you can see the following on a chart:
> An Info Panel, with the financial snapshot of the company, such as its market capitalization, annual & quarterly financials, Y/Y growth numbers, profitability margins, RoE & RoCE, and valuation ratios.
> EBITDA and PAT margins over a period of time.
> RoE and RoCE ratios over a period of time.
> Valuation multiples over a period of time.
> A comparison of margins, return ratios, and valuation multiples with any peer-group company.

Info Panel
This gives a quick snapshot of the financials of the company, which includes annual & quarterly Revenue, EBITDA, PAT, margins with Y/Y changes, Debt-Equity ratio, ROE, ROCE, and valuation multiples.


Profitability & Return Ratios
You can view quarterly as well as annual EBITDA & PAT margins and annual RoE, RoCE. You can choose to see these ratios either only for the company or can also add a peer company to compare.


Valuation Ratios
You can view TTM valuation ratios such as EV/Sales, EV/EBITDA, P/BV & P/E multiples. You can choose to see these valuation multiples either only for the company or can also add a peer company to compare.

2020년 6월 19일

릴리즈 노트

• Added option to see chart for certain line items (Revenue, EBITDA and PAT) on Annual & Quarterly basis.
  

*Added a Note in the Settings box to clarify that Line items can be seen on annual & quarterly basis; Under Ratios, Profit margins can be seen on annual & quarterly basis; RoE and ROCE are on the basis of last Financial Year; and Valuation Ratios are on Trailing Twelve Months (TTM) basis.

2020년 7월 22일

릴리즈 노트

- EBITDA and PAT margins can now be seen separately.
- ROE and ROCE also can now be seen separately.
- Changed the default colors for better peer company comparison.
- Removed unwanted code.

2020년 12월 22일

릴리즈 노트

Added change in Quarterly Sales and EPS data.

2020년 12월 22일

릴리즈 노트

Corrected a silly error.

2023년 5월 1일

릴리즈 노트

This script needed modification since the introduction of Tables in Pinescript. Hence, revamped the whole script.

There are three tables that get printed on your chart:
• Table 1: This gives you information on the market cap, free float, current valuation and 3-year valuation range.
• Table 2: Annual financial numbers.
• Table 3: Quarterly financial numbers.

Plus, Table 3 also tells you if the company has accelerated sales and earnings in last two-three quarters, or is meeting Code 33 condition as laid out by Mark Minervini.

From the settings tab, you can:
- Change the scale for the financial numbers (Billion, Million, Crores, Lakhs, None).
- Adjust the size of the tables to fit in your chart.
- Change the color of the table and text.

2023년 5월 1일

릴리즈 노트

Fixed a minor bug related to the note on sales & earnings acceleration.

2023년 5월 3일

릴리즈 노트

Added tiny, small and auto size options to fix the resolution issue.

2023년 7월 22일

릴리즈 노트

Option to see Key Notes instead of Financials

This update is useful for those who are not interested in looking at the whole financial table, but still want to know the company's performance and potential such as Accelerated Earnings, Code 33 or Easy Earnings Comparison.
From the Settings, you can choose to see only the Key Notes, instead of the Financials Summary. This will only print Key Notes, if any, like in the chart below:


You can move up the Key Notes part to the Pro-Setups or Volume Script too.

2023년 7월 22일

릴리즈 노트

Added option to place Key Notes to any corner of the layout.

2023년 9월 15일

릴리즈 노트

Small bug related to the first Quarter name is now corrected.

6월 24일

릴리즈 노트

Added note for cases where Incremental ROCE or ROE is greater than ROCE or ROE of previous year. Incremental ROCE or ROE higher than last year's ROCE or ROE suggests the company is generating better returns on its new investments or equity, indicating improved capital allocation efficiency and stronger profitability from recent growth initiatives. You can see the same explanation as a tooltip as well.

Where previous year's financials were not available, the table used to show '1970' as the year. This has been corrected and the table header in such cases will show blank now.