OPEN-SOURCE SCRIPT
Combined Quarterly & Annual Sales/EPS/Gross Margin/ROE%
Overview
The Combined Quarterly & Annual Fundamentals Dashboard is a comprehensive fundamental analysis tool designed for growth investors (inspired by MarketSurge/Investors Business Daily). It centralizes mission-critical financial data into a single, clean dashboard, allowing you to track a stock's institutional-quality "report card" without leaving your chart.
The script tracks Quarterly Year-over-Year (YoY) growth for both Sales and EPS, as well as Annual Fiscal Year performance, including Gross Margins and Return on Equity (ROE).
Key Features
Quarterly YoY Table: Displays the last 4–20 quarters of Sales and EPS growth. It specifically calculates YoY by comparing the current quarter to the same quarter from the previous year, highlighting the "acceleration" or "deceleration" key to identifying high-growth leaders.
Annual Sales Section: Breaks down the last 4 fiscal years of total revenue, annual revenue growth, and Gross Margins.
Annual Earnings Section: Tracks the last 4 fiscal years of EPS, annual EPS growth, and Return on Equity (ROE%).
Dynamic Visual Coding: Growth percentages are automatically color-coded (Green for positive, Red for negative) to help you instantly spot fundamental turnarounds or breakdowns.
Customizable Layout: Use the settings menu to toggle between Standardized or Reported EPS, hide negative growth quarters, and reposition the table to any corner of your chart.
How to Use
Check for "C" and "A": In the CANSLIM methodology, "C" (Current Earnings) and "A" (Annual Earnings) are the most vital. Use the top section to look for 25%+ quarterly growth and the bottom sections to ensure the company has a strong annual track record.
Margin & ROE Health: Use the Annual sections to verify that the company isn't just growing sales, but is doing so efficiently (steady or expanding Gross Margins) and is generating high returns for shareholders (ROE).
Acceleration Hunting: Look for quarters where the "Sales YoY%" and "EPS YoY%" numbers are getting progressively larger.
Settings
Use Standardized EPS: Choose between adjusted "Pro-forma" earnings or GAAP reported earnings.
Number of Quarters: Adjust the lookback period for the quarterly section (default is 8).
Table Position: Move the dashboard to avoid overlapping with your price action or other indicators.
The Combined Quarterly & Annual Fundamentals Dashboard is a comprehensive fundamental analysis tool designed for growth investors (inspired by MarketSurge/Investors Business Daily). It centralizes mission-critical financial data into a single, clean dashboard, allowing you to track a stock's institutional-quality "report card" without leaving your chart.
The script tracks Quarterly Year-over-Year (YoY) growth for both Sales and EPS, as well as Annual Fiscal Year performance, including Gross Margins and Return on Equity (ROE).
Key Features
Quarterly YoY Table: Displays the last 4–20 quarters of Sales and EPS growth. It specifically calculates YoY by comparing the current quarter to the same quarter from the previous year, highlighting the "acceleration" or "deceleration" key to identifying high-growth leaders.
Annual Sales Section: Breaks down the last 4 fiscal years of total revenue, annual revenue growth, and Gross Margins.
Annual Earnings Section: Tracks the last 4 fiscal years of EPS, annual EPS growth, and Return on Equity (ROE%).
Dynamic Visual Coding: Growth percentages are automatically color-coded (Green for positive, Red for negative) to help you instantly spot fundamental turnarounds or breakdowns.
Customizable Layout: Use the settings menu to toggle between Standardized or Reported EPS, hide negative growth quarters, and reposition the table to any corner of your chart.
How to Use
Check for "C" and "A": In the CANSLIM methodology, "C" (Current Earnings) and "A" (Annual Earnings) are the most vital. Use the top section to look for 25%+ quarterly growth and the bottom sections to ensure the company has a strong annual track record.
Margin & ROE Health: Use the Annual sections to verify that the company isn't just growing sales, but is doing so efficiently (steady or expanding Gross Margins) and is generating high returns for shareholders (ROE).
Acceleration Hunting: Look for quarters where the "Sales YoY%" and "EPS YoY%" numbers are getting progressively larger.
Settings
Use Standardized EPS: Choose between adjusted "Pro-forma" earnings or GAAP reported earnings.
Number of Quarters: Adjust the lookback period for the quarterly section (default is 8).
Table Position: Move the dashboard to avoid overlapping with your price action or other indicators.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.