Data for Fundamental Analysis of Stocks
Comprehensive Analysis for Stock Investment
Many traders adopt a holistic approach by conducting both fundamental and technical analyses before making investment decisions. Fundamental data can be divided into the following categories:
- Balance Sheet
- Cash Flow Statement
- Corporate Events
- Shareholding Patterns
This data can be accessed in GoCharting by using the “Financials” button located on the bottom bar.
Income Statement
An income statement summarizes a company’s revenues, expenses, and profits or losses over a specific period. This document offers a clear overview of the company’s financial performance, detailing how much the company earned, spent, and the resulting net income or loss.
Balance Sheet
A balance sheet presents a snapshot of a company’s financial position at a particular point in time. It outlines the company’s assets (what it owns), liabilities (what it owes), and equity (the residual value for shareholders). This helps investors assess the company’s financial health.
Cash Flow Statement
The cash flow statement tracks the cash inflows and outflows over a set period. It breaks down how cash is generated and used through operating, investing, and financing activities, providing key insights into a company’s liquidity and financial stability.
Corporate Events
Corporate events refer to significant occurrences within a company that may affect its operations, financial performance, or strategic direction. These include mergers and acquisitions, earnings announcements, product launches, leadership changes, regulatory updates, and other major business decisions.
Shareholding Pattern
A company’s shareholding pattern outlines the distribution of shares among various stakeholders. It provides a detailed breakdown of ownership, including institutional investors, individual investors, promoters, and other entities. Understanding the shareholding structure gives investors insight into the influence different shareholders may have on the company’s direction.