Our Properties

Accounts Payable

Any money that a company owes its suppliers for goods and services purchased on credit and is expected to pay within the next year or operating cycle.
Normally reported and often used, expressed as dollars
Classifications: balance sheet, snapshot

AccountsPayable_1Q, AccountsPayable_2Q, AccountsPayable_3Q, AccountsPayable_4Q, AccountsPayable_5Q, AccountsPayable_6Q, AccountsPayable_7Q, AccountsPayable_8Q, AccountsPayable_1Y, AccountsPayable_2Y, AccountsPayable_3Y, AccountsPayable_4Y, AccountsPayable_5Y, AccountsPayable_6Y, AccountsPayable_7Y

Accounts Receivable

Accounts owed to a company by customers within a year as a result of exchanging goods or services on credit
Normally reported and often used, expressed as dollars
Classifications: balance sheet, snapshot

AccountsReceivable_1Q, AccountsReceivable_2Q, AccountsReceivable_3Q, AccountsReceivable_4Q, AccountsReceivable_5Q, AccountsReceivable_6Q, AccountsReceivable_7Q, AccountsReceivable_8Q, AccountsReceivable_1Y, AccountsReceivable_2Y, AccountsReceivable_3Y, AccountsReceivable_4Y, AccountsReceivable_5Y, AccountsReceivable_6Y, AccountsReceivable_7Y

Accrued And Deferred Income Current

Sum of Accrued Liabilities and Deferred Income (amount received in advance but the services are not provided in respect of amount) due within 1 year.
A Few reported, expressed as dollars
Classifications: balance sheet

AccruedAndDeferredIncomeCurrent_1Q, AccruedAndDeferredIncomeCurrent_2Q, AccruedAndDeferredIncomeCurrent_3Q, AccruedAndDeferredIncomeCurrent_4Q, AccruedAndDeferredIncomeCurrent_5Q, AccruedAndDeferredIncomeCurrent_6Q, AccruedAndDeferredIncomeCurrent_7Q, AccruedAndDeferredIncomeCurrent_8Q, AccruedAndDeferredIncomeCurrent_1Y, AccruedAndDeferredIncomeCurrent_2Y, AccruedAndDeferredIncomeCurrent_3Y, AccruedAndDeferredIncomeCurrent_4Y, AccruedAndDeferredIncomeCurrent_5Y, AccruedAndDeferredIncomeCurrent_6Y, AccruedAndDeferredIncomeCurrent_7Y

Accrued And Deferred Income Non Current

Sum of Accrued Liabilities and Deferred Income (amount received in advance but the services are not provided in respect of amount) due after 1 year.
A Few reported, expressed as dollars
Classifications: balance sheet

AccruedAndDeferredIncomeNonCurrent_1Q, AccruedAndDeferredIncomeNonCurrent_2Q, AccruedAndDeferredIncomeNonCurrent_3Q, AccruedAndDeferredIncomeNonCurrent_4Q, AccruedAndDeferredIncomeNonCurrent_5Q, AccruedAndDeferredIncomeNonCurrent_6Q, AccruedAndDeferredIncomeNonCurrent_7Q, AccruedAndDeferredIncomeNonCurrent_8Q, AccruedAndDeferredIncomeNonCurrent_1Y, AccruedAndDeferredIncomeNonCurrent_2Y, AccruedAndDeferredIncomeNonCurrent_3Y, AccruedAndDeferredIncomeNonCurrent_4Y, AccruedAndDeferredIncomeNonCurrent_5Y, AccruedAndDeferredIncomeNonCurrent_6Y, AccruedAndDeferredIncomeNonCurrent_7Y

Accrued Interest Receivable

This account shows the amount of unpaid interest accrued to the date of purchase and included in the purchase price of securities purchased between interest dates
A Few reported, expressed as dollars
Classifications: balance sheet

AccruedInterestReceivable_1Q, AccruedInterestReceivable_2Q, AccruedInterestReceivable_3Q, AccruedInterestReceivable_4Q, AccruedInterestReceivable_5Q, AccruedInterestReceivable_6Q, AccruedInterestReceivable_7Q, AccruedInterestReceivable_8Q, AccruedInterestReceivable_1Y, AccruedInterestReceivable_2Y, AccruedInterestReceivable_3Y, AccruedInterestReceivable_4Y, AccruedInterestReceivable_5Y, AccruedInterestReceivable_6Y, AccruedInterestReceivable_7Y

Accrued Investment Income

Interest, dividends, rents, ancillary and other revenues earned but not yet received by the entity on its investments
A Few reported, expressed as dollars
Classifications: balance sheet

AccruedInvestmentIncome_1Q, AccruedInvestmentIncome_2Q, AccruedInvestmentIncome_3Q, AccruedInvestmentIncome_4Q, AccruedInvestmentIncome_5Q, AccruedInvestmentIncome_6Q, AccruedInvestmentIncome_7Q, AccruedInvestmentIncome_8Q, AccruedInvestmentIncome_1Y, AccruedInvestmentIncome_2Y, AccruedInvestmentIncome_3Y, AccruedInvestmentIncome_4Y, AccruedInvestmentIncome_5Y, AccruedInvestmentIncome_6Y, AccruedInvestmentIncome_7Y

Accumulated Depreciation

The cumulative amount of wear and tear or obsolescence charged against the fixed assets of a company
Normally reported, expressed as dollars
Classifications: balance sheet

AccumulatedDepreciation_1Q, AccumulatedDepreciation_2Q, AccumulatedDepreciation_3Q, AccumulatedDepreciation_4Q, AccumulatedDepreciation_5Q, AccumulatedDepreciation_6Q, AccumulatedDepreciation_7Q, AccumulatedDepreciation_8Q, AccumulatedDepreciation_1Y, AccumulatedDepreciation_2Y, AccumulatedDepreciation_3Y, AccumulatedDepreciation_4Y, AccumulatedDepreciation_5Y, AccumulatedDepreciation_6Y, AccumulatedDepreciation_7Y

Additional Paid In Capital

Excess of issue price over par or stated value of the entity’s capital stock and amounts received from other transactions involving the entity’s stock or stockholders. Includes adjustments to additional paid in capital. There are two major categories of additional paid in capital: 1) Paid in capital in excess of par/stated value, which is the difference between the actual issue price of the shares and the shares par/stated value. 2) Paid in capital from other transactions which includes treasury stock, retirement of stock, stock dividends recorded at market, lapse of stock purchase warrants, conversion of convertible bonds in excess of the par value of the stock, and any other additional capital from the company’s own stock transactions
Normally reported, expressed as dollars
Classifications: balance sheet

AdditionalPaidInCapital_1Q, AdditionalPaidInCapital_2Q, AdditionalPaidInCapital_3Q, AdditionalPaidInCapital_4Q, AdditionalPaidInCapital_5Q, AdditionalPaidInCapital_6Q, AdditionalPaidInCapital_7Q, AdditionalPaidInCapital_8Q, AdditionalPaidInCapital_1Y, AdditionalPaidInCapital_2Y, AdditionalPaidInCapital_3Y, AdditionalPaidInCapital_4Y, AdditionalPaidInCapital_5Y, AdditionalPaidInCapital_6Y, AdditionalPaidInCapital_7Y

Adjustments For Non Cash Items

Sum of all adjustments back from net income but without real cash outflow or inflow.
A Few reported, expressed as dollars
Classifications: cash flow statement

AdjustmentsForNonCashItems_1Q, AdjustmentsForNonCashItems_2Q, AdjustmentsForNonCashItems_3Q, AdjustmentsForNonCashItems_4Q, AdjustmentsForNonCashItems_5Q, AdjustmentsForNonCashItems_6Q, AdjustmentsForNonCashItems_7Q, AdjustmentsForNonCashItems_8Q, AdjustmentsForNonCashItems_T12M, AdjustmentsForNonCashItems_1Y, AdjustmentsForNonCashItems_2Y, AdjustmentsForNonCashItems_3Y, AdjustmentsForNonCashItems_4Y, AdjustmentsForNonCashItems_5Y, AdjustmentsForNonCashItems_6Y, AdjustmentsForNonCashItems_7Y

Advance From Federal Home Loan Banks

This item is typically available for bank industry. It’s the amount of borrowings as of the balance sheet date from the Federal Home Loan Bank, which are primarily used to cover shortages in the required reserve balance and liquidity shortages
A Few reported, expressed as dollars
Classifications: balance sheet

AdvanceFromFederalHomeLoanBanks_1Q, AdvanceFromFederalHomeLoanBanks_2Q, AdvanceFromFederalHomeLoanBanks_3Q, AdvanceFromFederalHomeLoanBanks_4Q, AdvanceFromFederalHomeLoanBanks_5Q, AdvanceFromFederalHomeLoanBanks_6Q, AdvanceFromFederalHomeLoanBanks_7Q, AdvanceFromFederalHomeLoanBanks_8Q, AdvanceFromFederalHomeLoanBanks_1Y, AdvanceFromFederalHomeLoanBanks_2Y, AdvanceFromFederalHomeLoanBanks_3Y, AdvanceFromFederalHomeLoanBanks_4Y, AdvanceFromFederalHomeLoanBanks_5Y, AdvanceFromFederalHomeLoanBanks_6Y, AdvanceFromFederalHomeLoanBanks_7Y

Allowance For Doubtful Accounts Receivable

An Allowance for Doubtful Accounts measures receivables recorded but not expected to be collected
Majority reported, expressed as dollars
Classifications: balance sheet

AllowanceForDoubtfulAccountsReceivable_1Q, AllowanceForDoubtfulAccountsReceivable_2Q, AllowanceForDoubtfulAccountsReceivable_3Q, AllowanceForDoubtfulAccountsReceivable_4Q, AllowanceForDoubtfulAccountsReceivable_5Q, AllowanceForDoubtfulAccountsReceivable_6Q, AllowanceForDoubtfulAccountsReceivable_7Q, AllowanceForDoubtfulAccountsReceivable_8Q, AllowanceForDoubtfulAccountsReceivable_1Y, AllowanceForDoubtfulAccountsReceivable_2Y, AllowanceForDoubtfulAccountsReceivable_3Y, AllowanceForDoubtfulAccountsReceivable_4Y, AllowanceForDoubtfulAccountsReceivable_5Y, AllowanceForDoubtfulAccountsReceivable_6Y, AllowanceForDoubtfulAccountsReceivable_7Y

Allowance For Loans And Lease Losses

A contra account sets aside as an allowance for bad loans (e.g. customer defaults
A Few reported, expressed as dollars
Classifications: balance sheet

AllowanceForLoansAndLeaseLosses_1Q, AllowanceForLoansAndLeaseLosses_2Q, AllowanceForLoansAndLeaseLosses_3Q, AllowanceForLoansAndLeaseLosses_4Q, AllowanceForLoansAndLeaseLosses_5Q, AllowanceForLoansAndLeaseLosses_6Q, AllowanceForLoansAndLeaseLosses_7Q, AllowanceForLoansAndLeaseLosses_8Q, AllowanceForLoansAndLeaseLosses_1Y, AllowanceForLoansAndLeaseLosses_2Y, AllowanceForLoansAndLeaseLosses_3Y, AllowanceForLoansAndLeaseLosses_4Y, AllowanceForLoansAndLeaseLosses_5Y, AllowanceForLoansAndLeaseLosses_6Y, AllowanceForLoansAndLeaseLosses_7Y

Allowance For Notes Receivable

This item is typically available for bank industry. It represents a provision relating to a written agreement to receive money with the terms of the note (at a specified future date(s) within one year from the reporting date (or the normal operating cycle, whichever is longer), consisting of principal as well as any accrued interest) for the portion that is expected to be uncollectible
A Few reported, expressed as dollars
Classifications: balance sheet

AllowanceForNotesReceivable_1Q, AllowanceForNotesReceivable_2Q, AllowanceForNotesReceivable_3Q, AllowanceForNotesReceivable_4Q, AllowanceForNotesReceivable_5Q, AllowanceForNotesReceivable_6Q, AllowanceForNotesReceivable_7Q, AllowanceForNotesReceivable_8Q, AllowanceForNotesReceivable_1Y, AllowanceForNotesReceivable_2Y, AllowanceForNotesReceivable_3Y, AllowanceForNotesReceivable_4Y, AllowanceForNotesReceivable_5Y, AllowanceForNotesReceivable_6Y, AllowanceForNotesReceivable_7Y

Alpha

A measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the fund relative to the return of the benchmark index is a fund’s alpha.
Normally reported, expressed as numbers
Classifications: performance, price

Alpha

Amortization From CF Statement

The systematic and rational apportionment of the acquisition cost of intangible operational assets to future periods in which the benefits contribute to revenue. This field is to include Amortization and any variation where Amortization is the first account listed in the line item, excluding Amortization of Intangibles
Some reported, expressed as dollars
Classifications: cash flow statement

AmortizationFromCFStatement_1Q, AmortizationFromCFStatement_2Q, AmortizationFromCFStatement_3Q, AmortizationFromCFStatement_4Q, AmortizationFromCFStatement_5Q, AmortizationFromCFStatement_6Q, AmortizationFromCFStatement_7Q, AmortizationFromCFStatement_8Q, AmortizationFromCFStatement_1Y, AmortizationFromCFStatement_2Y, AmortizationFromCFStatement_3Y, AmortizationFromCFStatement_4Y, AmortizationFromCFStatement_5Y, AmortizationFromCFStatement_6Y, AmortizationFromCFStatement_7Y

Amortization Of Financing Costs And Discounts

The component of interest expense representing the non-cash expenses charged against earnings in the period to allocate debt discount and premium, and the costs to issue debt and obtain financing over the related debt instruments. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: cash flow statement

AmortizationOfFinancingCostsAndDiscounts_1Q, AmortizationOfFinancingCostsAndDiscounts_2Q, AmortizationOfFinancingCostsAndDiscounts_3Q, AmortizationOfFinancingCostsAndDiscounts_4Q, AmortizationOfFinancingCostsAndDiscounts_5Q, AmortizationOfFinancingCostsAndDiscounts_6Q, AmortizationOfFinancingCostsAndDiscounts_7Q, AmortizationOfFinancingCostsAndDiscounts_8Q, AmortizationOfFinancingCostsAndDiscounts_1Y, AmortizationOfFinancingCostsAndDiscounts_2Y, AmortizationOfFinancingCostsAndDiscounts_3Y, AmortizationOfFinancingCostsAndDiscounts_4Y, AmortizationOfFinancingCostsAndDiscounts_5Y, AmortizationOfFinancingCostsAndDiscounts_6Y, AmortizationOfFinancingCostsAndDiscounts_7Y

Amortization Of Intangibles From CF Statement

The aggregate expense charged against earnings to allocate the cost of intangible assets (nonphysical assets not used in production) in a systematic and rational manner to the periods expected to benefit from such assets
Some reported, expressed as dollars
Classifications: cash flow statement

AmortizationOfIntangiblesFromCFStatement_1Q, AmortizationOfIntangiblesFromCFStatement_2Q, AmortizationOfIntangiblesFromCFStatement_3Q, AmortizationOfIntangiblesFromCFStatement_4Q, AmortizationOfIntangiblesFromCFStatement_5Q, AmortizationOfIntangiblesFromCFStatement_6Q, AmortizationOfIntangiblesFromCFStatement_7Q, AmortizationOfIntangiblesFromCFStatement_8Q, AmortizationOfIntangiblesFromCFStatement_1Y, AmortizationOfIntangiblesFromCFStatement_2Y, AmortizationOfIntangiblesFromCFStatement_3Y, AmortizationOfIntangiblesFromCFStatement_4Y, AmortizationOfIntangiblesFromCFStatement_5Y, AmortizationOfIntangiblesFromCFStatement_6Y, AmortizationOfIntangiblesFromCFStatement_7Y

Amortization Of Intangibles

AmortizationOfIntangibles_1Q, AmortizationOfIntangibles_2Q, AmortizationOfIntangibles_3Q, AmortizationOfIntangibles_4Q, AmortizationOfIntangibles_5Q, AmortizationOfIntangibles_6Q, AmortizationOfIntangibles_7Q, AmortizationOfIntangibles_8Q, AmortizationOfIntangibles_T12M, AmortizationOfIntangibles_1Y, AmortizationOfIntangibles_2Y, AmortizationOfIntangibles_3Y, AmortizationOfIntangibles_4Y, AmortizationOfIntangibles_5Y, AmortizationOfIntangibles_6Y, AmortizationOfIntangibles_7Y

Amortization Of Securities

Represents amortization of the allocation of a lump sum amount to different time periods, particularly for securities, debt, loans, and other forms of financing. Does not include amortization, amortization of capital expenditure and intangible assets
Majority reported, expressed as dollars
Classifications: cash flow statement

AmortizationOfSecurities_1Q, AmortizationOfSecurities_2Q, AmortizationOfSecurities_3Q, AmortizationOfSecurities_4Q, AmortizationOfSecurities_5Q, AmortizationOfSecurities_6Q, AmortizationOfSecurities_7Q, AmortizationOfSecurities_8Q, AmortizationOfSecurities_1Y, AmortizationOfSecurities_2Y, AmortizationOfSecurities_3Y, AmortizationOfSecurities_4Y, AmortizationOfSecurities_5Y, AmortizationOfSecurities_6Y, AmortizationOfSecurities_7Y

Amortization

Used to reduce the value of intangible fixed assets
Some reported, expressed as dollars
Classifications: income statement

Amortization_1Q, Amortization_2Q, Amortization_3Q, Amortization_4Q, Amortization_5Q, Amortization_6Q, Amortization_7Q, Amortization_8Q, Amortization_T12M, Amortization_1Y, Amortization_2Y, Amortization_3Y, Amortization_4Y, Amortization_5Y, Amortization_6Y, Amortization_7Y

Asset Impairment Charge

The charge against earnings resulting from the aggregate write down of all assets from their carrying value to their fair value
Majority reported, expressed as dollars
Classifications: cash flow statement

AssetImpairmentCharge_1Q, AssetImpairmentCharge_2Q, AssetImpairmentCharge_3Q, AssetImpairmentCharge_4Q, AssetImpairmentCharge_5Q, AssetImpairmentCharge_6Q, AssetImpairmentCharge_7Q, AssetImpairmentCharge_8Q, AssetImpairmentCharge_1Y, AssetImpairmentCharge_2Y, AssetImpairmentCharge_3Y, AssetImpairmentCharge_4Y, AssetImpairmentCharge_5Y, AssetImpairmentCharge_6Y, AssetImpairmentCharge_7Y

Assets Held For Sale Current

Short term assets set apart for sale to liquidate in the future and are measured at the lower of carrying amount and fair value less costs to sell.
Some reported, expressed as dollars
Classifications: balance sheet

AssetsHeldForSaleCurrent_1Q, AssetsHeldForSaleCurrent_2Q, AssetsHeldForSaleCurrent_3Q, AssetsHeldForSaleCurrent_4Q, AssetsHeldForSaleCurrent_5Q, AssetsHeldForSaleCurrent_6Q, AssetsHeldForSaleCurrent_7Q, AssetsHeldForSaleCurrent_8Q, AssetsHeldForSaleCurrent_1Y, AssetsHeldForSaleCurrent_2Y, AssetsHeldForSaleCurrent_3Y, AssetsHeldForSaleCurrent_4Y, AssetsHeldForSaleCurrent_5Y, AssetsHeldForSaleCurrent_6Y, AssetsHeldForSaleCurrent_7Y

Assets Held For Sale

This item is typically available for bank industry. It’s a part of long-lived assets, which has been decided for sale in the future
A Few reported, expressed as dollars
Classifications: balance sheet

AssetsHeldForSale_1Q, AssetsHeldForSale_2Q, AssetsHeldForSale_3Q, AssetsHeldForSale_4Q, AssetsHeldForSale_5Q, AssetsHeldForSale_6Q, AssetsHeldForSale_7Q, AssetsHeldForSale_8Q, AssetsHeldForSale_1Y, AssetsHeldForSale_2Y, AssetsHeldForSale_3Y, AssetsHeldForSale_4Y, AssetsHeldForSale_5Y, AssetsHeldForSale_6Y, AssetsHeldForSale_7Y

Assets Of Discontinued Operations

A portion of a company’s business that has been disposed of or sold
A Few reported, expressed as dollars
Classifications: balance sheet

AssetsOfDiscontinuedOperations_1Q, AssetsOfDiscontinuedOperations_2Q, AssetsOfDiscontinuedOperations_3Q, AssetsOfDiscontinuedOperations_4Q, AssetsOfDiscontinuedOperations_5Q, AssetsOfDiscontinuedOperations_6Q, AssetsOfDiscontinuedOperations_7Q, AssetsOfDiscontinuedOperations_8Q, AssetsOfDiscontinuedOperations_1Y, AssetsOfDiscontinuedOperations_2Y, AssetsOfDiscontinuedOperations_3Y, AssetsOfDiscontinuedOperations_4Y, AssetsOfDiscontinuedOperations_5Y, AssetsOfDiscontinuedOperations_6Y, AssetsOfDiscontinuedOperations_7Y

Assets Turnover

Revenue / Average Total Assets
Normally reported, expressed as numbers
Classifications: balance sheet

AssetsTurnover_1Q, AssetsTurnover_2Q, AssetsTurnover_3Q, AssetsTurnover_4Q, AssetsTurnover_5Q, AssetsTurnover_6Q, AssetsTurnover_7Q, AssetsTurnover_8Q, AssetsTurnover_1Y, AssetsTurnover_2Y, AssetsTurnover_3Y, AssetsTurnover_4Y, AssetsTurnover_5Y, AssetsTurnover_6Y, AssetsTurnover_7Y

Available For Sale Securities

For an unclassified balance sheet, this item represents equity securities categorized neither as held-to-maturity nor trading. Equity securities represent ownership interests or the right to acquire ownership interests in corporations and other legal entities which ownership interest is represented by shares of common or preferred stock (which is not mandatory redeemable or redeemable at the option of the holder), convertible securities, stock rights, or stock warrants. This category includes preferred stocks, available-for-sale and common stock, available-for-sale
Some reported, expressed as dollars
Classifications: balance sheet

AvailableForSaleSecurities_1Q, AvailableForSaleSecurities_2Q, AvailableForSaleSecurities_3Q, AvailableForSaleSecurities_4Q, AvailableForSaleSecurities_5Q, AvailableForSaleSecurities_6Q, AvailableForSaleSecurities_7Q, AvailableForSaleSecurities_8Q, AvailableForSaleSecurities_1Y, AvailableForSaleSecurities_2Y, AvailableForSaleSecurities_3Y, AvailableForSaleSecurities_4Y, AvailableForSaleSecurities_5Y, AvailableForSaleSecurities_6Y, AvailableForSaleSecurities_7Y

Bank Indebtedness

It means all indebtedness for borrowed money or the deferred purchase price of property or services? Including without limitation reimbursement and other obligations with respect to surety bonds and letters of credit? All obligations evidenced by notes, bonds debentures or similar instruments, all capital lease obligations and all contingent obligations
A Few reported, expressed as dollars
Classifications: balance sheet

BankIndebtedness_1Q, BankIndebtedness_2Q, BankIndebtedness_3Q, BankIndebtedness_4Q, BankIndebtedness_5Q, BankIndebtedness_6Q, BankIndebtedness_7Q, BankIndebtedness_8Q, BankIndebtedness_1Y, BankIndebtedness_2Y, BankIndebtedness_3Y, BankIndebtedness_4Y, BankIndebtedness_5Y, BankIndebtedness_6Y, BankIndebtedness_7Y

Bank Loans Current

A debt financing obligation issued by a bank or similar financial institution to a company, that entitles the lender or holder of the instrument to interest payments and the repayment of principal at a specified time within the next 12 months or operating cycle.
A Few reported, expressed as dollars
Classifications: balance sheet

BankLoansCurrent_1Q, BankLoansCurrent_2Q, BankLoansCurrent_3Q, BankLoansCurrent_4Q, BankLoansCurrent_5Q, BankLoansCurrent_6Q, BankLoansCurrent_7Q, BankLoansCurrent_8Q, BankLoansCurrent_1Y, BankLoansCurrent_2Y, BankLoansCurrent_3Y, BankLoansCurrent_4Y, BankLoansCurrent_5Y, BankLoansCurrent_6Y, BankLoansCurrent_7Y

Bank Loans Non Current

A debt financing obligation issued by a bank or similar financial institution to a company, that entitles the lender or holder of the instrument to interest payments and the repayment of principal at a specified time beyond the current accounting period.
A Few reported, expressed as dollars
Classifications: balance sheet

BankLoansNonCurrent_1Q, BankLoansNonCurrent_2Q, BankLoansNonCurrent_3Q, BankLoansNonCurrent_4Q, BankLoansNonCurrent_5Q, BankLoansNonCurrent_6Q, BankLoansNonCurrent_7Q, BankLoansNonCurrent_8Q, BankLoansNonCurrent_1Y, BankLoansNonCurrent_2Y, BankLoansNonCurrent_3Y, BankLoansNonCurrent_4Y, BankLoansNonCurrent_5Y, BankLoansNonCurrent_6Y, BankLoansNonCurrent_7Y

Bank Owned Life Insurance

It means the carrying amount of a life insurance policy on an officer, executive or employee for which the reporting entity (a bank) is entitled to proceeds from the policy upon death of the insured or surrender of the insurance policy
A Few reported, expressed as dollars
Classifications: balance sheet

BankOwnedLifeInsurance_1Q, BankOwnedLifeInsurance_2Q, BankOwnedLifeInsurance_3Q, BankOwnedLifeInsurance_4Q, BankOwnedLifeInsurance_5Q, BankOwnedLifeInsurance_6Q, BankOwnedLifeInsurance_7Q, BankOwnedLifeInsurance_8Q, BankOwnedLifeInsurance_1Y, BankOwnedLifeInsurance_2Y, BankOwnedLifeInsurance_3Y, BankOwnedLifeInsurance_4Y, BankOwnedLifeInsurance_5Y, BankOwnedLifeInsurance_6Y, BankOwnedLifeInsurance_7Y

Basic Average Shares

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. Note: If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null
Normally reported, expressed as numbers
Classifications: share data

BasicAverageShares_1Q, BasicAverageShares_2Q, BasicAverageShares_3Q, BasicAverageShares_4Q, BasicAverageShares_5Q, BasicAverageShares_6Q, BasicAverageShares_7Q, BasicAverageShares_8Q, BasicAverageShares_1Y, BasicAverageShares_2Y, BasicAverageShares_3Y, BasicAverageShares_4Y, BasicAverageShares_5Y, BasicAverageShares_6Y, BasicAverageShares_7Y

EPS Basic Continuous Operations

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding
Normally reported, expressed as dollars
Classifications: income statement, timeframe, earnings per share, income

BasicContinuousOperations_1Q, BasicContinuousOperations_2Q, BasicContinuousOperations_3Q, BasicContinuousOperations_4Q, BasicContinuousOperations_5Q, BasicContinuousOperations_6Q, BasicContinuousOperations_7Q, BasicContinuousOperations_8Q, BasicContinuousOperations_T12M, BasicContinuousOperations_1Y, BasicContinuousOperations_2Y, BasicContinuousOperations_3Y, BasicContinuousOperations_4Y, BasicContinuousOperations_5Y, BasicContinuousOperations_6Y, BasicContinuousOperations_7Y

EPS Basic Discontinuous Operations

Basic EPS from Discontinued Operations is the earnings from discontinued operations reported by the company divided by the weighted average number of common shares outstanding. This only includes gain or loss from discontinued operations
Normally reported, expressed as dollars
Classifications: earnings per share

BasicDiscontinuousOperations_1Q, BasicDiscontinuousOperations_2Q, BasicDiscontinuousOperations_3Q, BasicDiscontinuousOperations_4Q, BasicDiscontinuousOperations_5Q, BasicDiscontinuousOperations_6Q, BasicDiscontinuousOperations_7Q, BasicDiscontinuousOperations_8Q, BasicDiscontinuousOperations_T12M, BasicDiscontinuousOperations_1Y, BasicDiscontinuousOperations_2Y, BasicDiscontinuousOperations_3Y, BasicDiscontinuousOperations_4Y, BasicDiscontinuousOperations_5Y, BasicDiscontinuousOperations_6Y, BasicDiscontinuousOperations_7Y

EPS Basic Extraordinary

Basic EPS from the Extraordinary Gains/Losses is the earnings attributable to the gains or losses (during the reporting period) from extraordinary items divided by the weighted average number of common shares outstanding
Some reported, expressed as dollars
Classifications: earnings per share

BasicExtraordinary_1Q, BasicExtraordinary_2Q, BasicExtraordinary_3Q, BasicExtraordinary_4Q, BasicExtraordinary_5Q, BasicExtraordinary_6Q, BasicExtraordinary_7Q, BasicExtraordinary_8Q, BasicExtraordinary_T12M, BasicExtraordinary_1Y, BasicExtraordinary_2Y, BasicExtraordinary_3Y, BasicExtraordinary_4Y, BasicExtraordinary_5Y, BasicExtraordinary_6Y, BasicExtraordinary_7Y

Beginning Cash Position

The cash and equivalents balance at the beginning of the accounting period, as indicated on the Cash Flow statement
Normally reported, expressed as dollars
Classifications: cash flow statement

BeginningCashPosition_1Q, BeginningCashPosition_2Q, BeginningCashPosition_3Q, BeginningCashPosition_4Q, BeginningCashPosition_5Q, BeginningCashPosition_6Q, BeginningCashPosition_7Q, BeginningCashPosition_8Q, BeginningCashPosition_1Y, BeginningCashPosition_2Y, BeginningCashPosition_3Y, BeginningCashPosition_4Y, BeginningCashPosition_5Y, BeginningCashPosition_6Y, BeginningCashPosition_7Y

Beta

Morningstar’s three year Beta. A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. Beta is used in the capital asset pricing model (CAPM), a model that calculates the expected return of an asset based on its beta and expected market returns.
Normally reported and often used, expressed as numbers
Classifications: volatility, performance, price

Beta

Book Value Per Share

Common Shareholder’s Equity / Diluted Shares Outstanding
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot

BookValuePerShare

Book Value Yield

BookValuePerShare / Price
Normally reported, expressed as numbers
Classifications: balance sheet

BookValueYield

Buildings And Improvements

Fixed assets that specifically deal with the facilities a company owns. Include the improvements associated with buildings
Majority reported, expressed as dollars
Classifications: balance sheet

BuildingsAndImprovements_1Q, BuildingsAndImprovements_2Q, BuildingsAndImprovements_3Q, BuildingsAndImprovements_4Q, BuildingsAndImprovements_5Q, BuildingsAndImprovements_6Q, BuildingsAndImprovements_7Q, BuildingsAndImprovements_8Q, BuildingsAndImprovements_1Y, BuildingsAndImprovements_2Y, BuildingsAndImprovements_3Y, BuildingsAndImprovements_4Y, BuildingsAndImprovements_5Y, BuildingsAndImprovements_6Y, BuildingsAndImprovements_7Y

Buyback Yield

The net repurchase of shares outstanding over the market capital of the company. It is a measure of shareholder return.
Majority reported, expressed as numbers
Classifications: ratios, computed

BuyBackYield

CFO Per Share

Cash Flow from Operations / Average Diluted Shares Outstanding
Normally reported, expressed as dollars
Classifications: cash flow statement

CFOPerShare

Cash Flow Yield

CFOPerShare / Price
Normally reported and often used, expressed as numbers
Classifications: cash flow statement

CFYield

Capital Expenditure Reported

Capital expenditure, capitalized software development cost, maintenance capital expenditure, etc. as reported by the company.
Some reported, expressed as dollars
Classifications: cash flow statement

CapitalExpenditureReported_1Q, CapitalExpenditureReported_2Q, CapitalExpenditureReported_3Q, CapitalExpenditureReported_4Q, CapitalExpenditureReported_5Q, CapitalExpenditureReported_6Q, CapitalExpenditureReported_7Q, CapitalExpenditureReported_8Q, CapitalExpenditureReported_T12M, CapitalExpenditureReported_1Y, CapitalExpenditureReported_2Y, CapitalExpenditureReported_3Y, CapitalExpenditureReported_4Y, CapitalExpenditureReported_5Y, CapitalExpenditureReported_6Y, CapitalExpenditureReported_7Y

Capital Expenditure

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year
Normally reported, expressed as dollars
Classifications: cash flow, timeframe

CapitalExpenditure_1Q, CapitalExpenditure_2Q, CapitalExpenditure_3Q, CapitalExpenditure_4Q, CapitalExpenditure_5Q, CapitalExpenditure_6Q, CapitalExpenditure_7Q, CapitalExpenditure_8Q, CapitalExpenditure_T12M, CapitalExpenditure_1Y, CapitalExpenditure_2Y, CapitalExpenditure_3Y, CapitalExpenditure_4Y, CapitalExpenditure_5Y, CapitalExpenditure_6Y, CapitalExpenditure_7Y

Capital Lease Obligations

Current Portion of Capital Lease Obligation plus Long Term Portion of Capital Lease Obligation
Some reported, expressed as dollars
Classifications: balance sheet

CapitalLeaseObligations_1Q, CapitalLeaseObligations_2Q, CapitalLeaseObligations_3Q, CapitalLeaseObligations_4Q, CapitalLeaseObligations_5Q, CapitalLeaseObligations_6Q, CapitalLeaseObligations_7Q, CapitalLeaseObligations_8Q, CapitalLeaseObligations_1Y, CapitalLeaseObligations_2Y, CapitalLeaseObligations_3Y, CapitalLeaseObligations_4Y, CapitalLeaseObligations_5Y, CapitalLeaseObligations_6Y, CapitalLeaseObligations_7Y

Capital Stock

The total amount of stock authorized for issue by a corporation, including common and preferred stock
Normally reported, expressed as dollars
Classifications: balance sheet

CapitalStock_1Q, CapitalStock_2Q, CapitalStock_3Q, CapitalStock_4Q, CapitalStock_5Q, CapitalStock_6Q, CapitalStock_7Q, CapitalStock_8Q, CapitalStock_1Y, CapitalStock_2Y, CapitalStock_3Y, CapitalStock_4Y, CapitalStock_5Y, CapitalStock_6Y, CapitalStock_7Y

Cash And Cash Equivalents

Includes unrestricted cash on hand, money market instruments and other debt securities which can be converted to cash immediately
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot, cash, assets

CashAndCashEquivalents_1Q, CashAndCashEquivalents_2Q, CashAndCashEquivalents_3Q, CashAndCashEquivalents_4Q, CashAndCashEquivalents_5Q, CashAndCashEquivalents_6Q, CashAndCashEquivalents_7Q, CashAndCashEquivalents_8Q, CashAndCashEquivalents_1Y, CashAndCashEquivalents_2Y, CashAndCashEquivalents_3Y, CashAndCashEquivalents_4Y, CashAndCashEquivalents_5Y, CashAndCashEquivalents_6Y, CashAndCashEquivalents_7Y

Cash And Due From Banks

Includes cash on hand(currency and coin), cash items in process of collection, non-interest bearing deposits due from other financial institutions (including corporate credit unions), and balances with the Federal Reserve Banks, Federal Home Loan Banks and central banks
Some reported, expressed as dollars
Classifications: balance sheet

CashAndDueFromBanks_1Q, CashAndDueFromBanks_2Q, CashAndDueFromBanks_3Q, CashAndDueFromBanks_4Q, CashAndDueFromBanks_5Q, CashAndDueFromBanks_6Q, CashAndDueFromBanks_7Q, CashAndDueFromBanks_8Q, CashAndDueFromBanks_1Y, CashAndDueFromBanks_2Y, CashAndDueFromBanks_3Y, CashAndDueFromBanks_4Y, CashAndDueFromBanks_5Y, CashAndDueFromBanks_6Y, CashAndDueFromBanks_7Y

Cash, Cash Equivalents, And Federal Funds Sold

The aggregate amount of cash, cash equivalents, and federal funds sold
Some reported, expressed as dollars
Classifications: balance sheet

CashCashEquivalentsAndFederalFundsSold_1Q, CashCashEquivalentsAndFederalFundsSold_2Q, CashCashEquivalentsAndFederalFundsSold_3Q, CashCashEquivalentsAndFederalFundsSold_4Q, CashCashEquivalentsAndFederalFundsSold_5Q, CashCashEquivalentsAndFederalFundsSold_6Q, CashCashEquivalentsAndFederalFundsSold_7Q, CashCashEquivalentsAndFederalFundsSold_8Q, CashCashEquivalentsAndFederalFundsSold_1Y, CashCashEquivalentsAndFederalFundsSold_2Y, CashCashEquivalentsAndFederalFundsSold_3Y, CashCashEquivalentsAndFederalFundsSold_4Y, CashCashEquivalentsAndFederalFundsSold_5Y, CashCashEquivalentsAndFederalFundsSold_6Y, CashCashEquivalentsAndFederalFundsSold_7Y

Cash And Cash Equivalents And Marketable Securities

The aggregate amount of cash, cash equivalents, and marketable securities
Normally reported, expressed as dollars
Classifications: balance sheet

CashCashEquivalentsAndMarketableSecurities_1Q, CashCashEquivalentsAndMarketableSecurities_2Q, CashCashEquivalentsAndMarketableSecurities_3Q, CashCashEquivalentsAndMarketableSecurities_4Q, CashCashEquivalentsAndMarketableSecurities_5Q, CashCashEquivalentsAndMarketableSecurities_6Q, CashCashEquivalentsAndMarketableSecurities_7Q, CashCashEquivalentsAndMarketableSecurities_8Q, CashCashEquivalentsAndMarketableSecurities_1Y, CashCashEquivalentsAndMarketableSecurities_2Y, CashCashEquivalentsAndMarketableSecurities_3Y, CashCashEquivalentsAndMarketableSecurities_4Y, CashCashEquivalentsAndMarketableSecurities_5Y, CashCashEquivalentsAndMarketableSecurities_6Y, CashCashEquivalentsAndMarketableSecurities_7Y

Cash Conversion Cycle

Days In Inventory + Days In Sales – Days In Payment
Majority reported, expressed as Number Of Days
Classifications: balance sheet

CashConversionCycle_1Q, CashConversionCycle_2Q, CashConversionCycle_3Q, CashConversionCycle_4Q, CashConversionCycle_5Q, CashConversionCycle_6Q, CashConversionCycle_7Q, CashConversionCycle_8Q, CashConversionCycle_1Y, CashConversionCycle_2Y, CashConversionCycle_3Y, CashConversionCycle_4Y, CashConversionCycle_5Y, CashConversionCycle_6Y, CashConversionCycle_7Y

Cash Dividends For Minorities

Cash Distribution of earnings to Minority Stockholders.
A Few reported, expressed as dollars
Classifications: cash flow statement

CashDividendsForMinorities_1Q, CashDividendsForMinorities_2Q, CashDividendsForMinorities_3Q, CashDividendsForMinorities_4Q, CashDividendsForMinorities_5Q, CashDividendsForMinorities_6Q, CashDividendsForMinorities_7Q, CashDividendsForMinorities_8Q, CashDividendsForMinorities_T12M, CashDividendsForMinorities_1Y, CashDividendsForMinorities_2Y, CashDividendsForMinorities_3Y, CashDividendsForMinorities_4Y, CashDividendsForMinorities_5Y, CashDividendsForMinorities_6Y, CashDividendsForMinorities_7Y

Cash Dividends Paid

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock
Majority reported, expressed as dollars
Classifications: cash flow statement

CashDividendsPaid_1Q, CashDividendsPaid_2Q, CashDividendsPaid_3Q, CashDividendsPaid_4Q, CashDividendsPaid_5Q, CashDividendsPaid_6Q, CashDividendsPaid_7Q, CashDividendsPaid_8Q, CashDividendsPaid_T12M, CashDividendsPaid_1Y, CashDividendsPaid_2Y, CashDividendsPaid_3Y, CashDividendsPaid_4Y, CashDividendsPaid_5Y, CashDividendsPaid_6Y, CashDividendsPaid_7Y

Cash Equivalents

Cash equivalents, excluding items classified as marketable securities, include short-term, highly liquid investments that are both readily convertible to known amounts of cash, and so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. Generally, only investments with original maturities of three months or less qualify under this definition. Original maturity means original maturity to the entity holding the investment. For example, both a three-month US Treasury bill and a three-year Treasury note purchased three months from maturity qualify as cash equivalents. However, a Treasury note purchased three years ago does not become a cash equivalent when its remaining maturity is three months
Some reported, expressed as dollars
Classifications: balance sheet

CashEquivalents_1Q, CashEquivalents_2Q, CashEquivalents_3Q, CashEquivalents_4Q, CashEquivalents_5Q, CashEquivalents_6Q, CashEquivalents_7Q, CashEquivalents_8Q, CashEquivalents_1Y, CashEquivalents_2Y, CashEquivalents_3Y, CashEquivalents_4Y, CashEquivalents_5Y, CashEquivalents_6Y, CashEquivalents_7Y

Cash Flow From Continuing Financing Activities

Cash generated by or used in financing activities of continuing operations; excludes cash flows from discontinued operations
Normally reported, expressed as dollars
Classifications: cash flow statement

CashFlowFromContinuingFinancingActivities_1Q, CashFlowFromContinuingFinancingActivities_2Q, CashFlowFromContinuingFinancingActivities_3Q, CashFlowFromContinuingFinancingActivities_4Q, CashFlowFromContinuingFinancingActivities_5Q, CashFlowFromContinuingFinancingActivities_6Q, CashFlowFromContinuingFinancingActivities_7Q, CashFlowFromContinuingFinancingActivities_8Q, CashFlowFromContinuingFinancingActivities_T12M, CashFlowFromContinuingFinancingActivities_1Y, CashFlowFromContinuingFinancingActivities_2Y, CashFlowFromContinuingFinancingActivities_3Y, CashFlowFromContinuingFinancingActivities_4Y, CashFlowFromContinuingFinancingActivities_5Y, CashFlowFromContinuingFinancingActivities_6Y, CashFlowFromContinuingFinancingActivities_7Y

Cash Flow From Continuing Investing Activities

Cash generated by or used in investing activities of continuing operations; excludes cash flows from discontinued operations
Normally reported, expressed as dollars
Classifications: cash flow statement

CashFlowFromContinuingInvestingActivities_1Q, CashFlowFromContinuingInvestingActivities_2Q, CashFlowFromContinuingInvestingActivities_3Q, CashFlowFromContinuingInvestingActivities_4Q, CashFlowFromContinuingInvestingActivities_5Q, CashFlowFromContinuingInvestingActivities_6Q, CashFlowFromContinuingInvestingActivities_7Q, CashFlowFromContinuingInvestingActivities_8Q, CashFlowFromContinuingInvestingActivities_T12M, CashFlowFromContinuingInvestingActivities_1Y, CashFlowFromContinuingInvestingActivities_2Y, CashFlowFromContinuingInvestingActivities_3Y, CashFlowFromContinuingInvestingActivities_4Y, CashFlowFromContinuingInvestingActivities_5Y, CashFlowFromContinuingInvestingActivities_6Y, CashFlowFromContinuingInvestingActivities_7Y

Cash Flow From Continuing Operating Activities

Cash generated by or used in operating activities of continuing operations; excludes cash flows from discontinued operations
Normally reported, expressed as dollars
Classifications: cash flow statement

CashFlowFromContinuingOperatingActivities_1Q, CashFlowFromContinuingOperatingActivities_2Q, CashFlowFromContinuingOperatingActivities_3Q, CashFlowFromContinuingOperatingActivities_4Q, CashFlowFromContinuingOperatingActivities_5Q, CashFlowFromContinuingOperatingActivities_6Q, CashFlowFromContinuingOperatingActivities_7Q, CashFlowFromContinuingOperatingActivities_8Q, CashFlowFromContinuingOperatingActivities_T12M, CashFlowFromContinuingOperatingActivities_1Y, CashFlowFromContinuingOperatingActivities_2Y, CashFlowFromContinuingOperatingActivities_3Y, CashFlowFromContinuingOperatingActivities_4Y, CashFlowFromContinuingOperatingActivities_5Y, CashFlowFromContinuingOperatingActivities_6Y, CashFlowFromContinuingOperatingActivities_7Y

Cash Flow From Discontinued Operation

The aggregate amount of cash flow from discontinued operation, including operating activities, investing activities, and financing activities
A Few reported, expressed as dollars
Classifications: cash flow statement

CashFlowFromDiscontinuedOperation_1Q, CashFlowFromDiscontinuedOperation_2Q, CashFlowFromDiscontinuedOperation_3Q, CashFlowFromDiscontinuedOperation_4Q, CashFlowFromDiscontinuedOperation_5Q, CashFlowFromDiscontinuedOperation_6Q, CashFlowFromDiscontinuedOperation_7Q, CashFlowFromDiscontinuedOperation_8Q, CashFlowFromDiscontinuedOperation_T12M, CashFlowFromDiscontinuedOperation_1Y, CashFlowFromDiscontinuedOperation_2Y, CashFlowFromDiscontinuedOperation_3Y, CashFlowFromDiscontinuedOperation_4Y, CashFlowFromDiscontinuedOperation_5Y, CashFlowFromDiscontinuedOperation_6Y, CashFlowFromDiscontinuedOperation_7Y

Cash Flow Hedges Gain Loss

Gain/Loss through hedging activities.
A Few reported, expressed as dollars
Classifications: income statement

CashFlowHedgesGainLoss_1Q, CashFlowHedgesGainLoss_2Q, CashFlowHedgesGainLoss_3Q, CashFlowHedgesGainLoss_4Q, CashFlowHedgesGainLoss_5Q, CashFlowHedgesGainLoss_6Q, CashFlowHedgesGainLoss_7Q, CashFlowHedgesGainLoss_8Q, CashFlowHedgesGainLoss_T12M, CashFlowHedgesGainLoss_1Y, CashFlowHedgesGainLoss_2Y, CashFlowHedgesGainLoss_3Y, CashFlowHedgesGainLoss_4Y, CashFlowHedgesGainLoss_5Y, CashFlowHedgesGainLoss_6Y, CashFlowHedgesGainLoss_7Y

Cash From Discontinued Financing Activities

Cash generated by or used in financing activities of discontinued operations; excludes cash flows from continued operations
Some reported, expressed as dollars
Classifications: cash flow statement

CashFromDiscontinuedFinancingActivities_1Q, CashFromDiscontinuedFinancingActivities_2Q, CashFromDiscontinuedFinancingActivities_3Q, CashFromDiscontinuedFinancingActivities_4Q, CashFromDiscontinuedFinancingActivities_5Q, CashFromDiscontinuedFinancingActivities_6Q, CashFromDiscontinuedFinancingActivities_7Q, CashFromDiscontinuedFinancingActivities_8Q, CashFromDiscontinuedFinancingActivities_T12M, CashFromDiscontinuedFinancingActivities_1Y, CashFromDiscontinuedFinancingActivities_2Y, CashFromDiscontinuedFinancingActivities_3Y, CashFromDiscontinuedFinancingActivities_4Y, CashFromDiscontinuedFinancingActivities_5Y, CashFromDiscontinuedFinancingActivities_6Y, CashFromDiscontinuedFinancingActivities_7Y

Cash From Discontinued Investing Activities

The net cash inflow (outflow) from discontinued investing activities over the designated time period
Some reported, expressed as dollars
Classifications: cash flow statement

CashFromDiscontinuedInvestingActivities_1Q, CashFromDiscontinuedInvestingActivities_2Q, CashFromDiscontinuedInvestingActivities_3Q, CashFromDiscontinuedInvestingActivities_4Q, CashFromDiscontinuedInvestingActivities_5Q, CashFromDiscontinuedInvestingActivities_6Q, CashFromDiscontinuedInvestingActivities_7Q, CashFromDiscontinuedInvestingActivities_8Q, CashFromDiscontinuedInvestingActivities_T12M, CashFromDiscontinuedInvestingActivities_1Y, CashFromDiscontinuedInvestingActivities_2Y, CashFromDiscontinuedInvestingActivities_3Y, CashFromDiscontinuedInvestingActivities_4Y, CashFromDiscontinuedInvestingActivities_5Y, CashFromDiscontinuedInvestingActivities_6Y, CashFromDiscontinuedInvestingActivities_7Y

Cash From Discontinued Operating Activities

The net cash from (used in) all of the entity’s discontinued operating activities, excluding those of continued operations, of the reporting entity
Some reported, expressed as dollars
Classifications: cash flow statement

CashFromDiscontinuedOperatingActivities_1Q, CashFromDiscontinuedOperatingActivities_2Q, CashFromDiscontinuedOperatingActivities_3Q, CashFromDiscontinuedOperatingActivities_4Q, CashFromDiscontinuedOperatingActivities_5Q, CashFromDiscontinuedOperatingActivities_6Q, CashFromDiscontinuedOperatingActivities_7Q, CashFromDiscontinuedOperatingActivities_8Q, CashFromDiscontinuedOperatingActivities_T12M, CashFromDiscontinuedOperatingActivities_1Y, CashFromDiscontinuedOperatingActivities_2Y, CashFromDiscontinuedOperatingActivities_3Y, CashFromDiscontinuedOperatingActivities_4Y, CashFromDiscontinuedOperatingActivities_5Y, CashFromDiscontinuedOperatingActivities_6Y, CashFromDiscontinuedOperatingActivities_7Y

Cash Generated From Operating Activities

The net cash from an entity’s operating activities before real cash inflow or outflow for Dividend, Interest, Tax, or other unclassified operating activities.
A Few reported, expressed as dollars
Classifications: cash flow statement

CashGeneratedfromOperatingActivities_1Q, CashGeneratedfromOperatingActivities_2Q, CashGeneratedfromOperatingActivities_3Q, CashGeneratedfromOperatingActivities_4Q, CashGeneratedfromOperatingActivities_5Q, CashGeneratedfromOperatingActivities_6Q, CashGeneratedfromOperatingActivities_7Q, CashGeneratedfromOperatingActivities_8Q, CashGeneratedfromOperatingActivities_T12M, CashGeneratedfromOperatingActivities_1Y, CashGeneratedfromOperatingActivities_2Y, CashGeneratedfromOperatingActivities_3Y, CashGeneratedfromOperatingActivities_4Y, CashGeneratedfromOperatingActivities_5Y, CashGeneratedfromOperatingActivities_6Y, CashGeneratedfromOperatingActivities_7Y

Cash Return

Refers to the ratio of free cash flow to enterprise value. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: FCF /Enterprise Value. This number tells you what cash return you would get if you bought the entire company, including its debt
Majority reported, expressed as numbers
Classifications: balance sheet

CashReturn

Cash

Cash includes currency on hand as well as demand deposits with banks or financial institutions. It also includes other kinds of accounts that have the general characteristics of demand deposits in that the customer may deposit additional funds at any time and also effectively may withdraw funds at any time without prior notice or penalty
Some reported, expressed as dollars
Classifications: balance sheet

Cash_1Q, Cash_2Q, Cash_3Q, Cash_4Q, Cash_5Q, Cash_6Q, Cash_7Q, Cash_8Q, Cash_1Y, Cash_2Y, Cash_3Y, Cash_4Y, Cash_5Y, Cash_6Y, Cash_7Y

Ceded Premiums

The amount of premiums paid and payable to another insurer as a result of reinsurance arrangements in order to exchange for that company accepting all or part of insurance on a risk or exposure. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

CededPremiums_1Q, CededPremiums_2Q, CededPremiums_3Q, CededPremiums_4Q, CededPremiums_5Q, CededPremiums_6Q, CededPremiums_7Q, CededPremiums_8Q, CededPremiums_T12M, CededPremiums_1Y, CededPremiums_2Y, CededPremiums_3Y, CededPremiums_4Y, CededPremiums_5Y, CededPremiums_6Y, CededPremiums_7Y

Change In Account Payable

The increase or decrease between periods of the account payables
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInAccountPayable_1Q, ChangeInAccountPayable_2Q, ChangeInAccountPayable_3Q, ChangeInAccountPayable_4Q, ChangeInAccountPayable_5Q, ChangeInAccountPayable_6Q, ChangeInAccountPayable_7Q, ChangeInAccountPayable_8Q, ChangeInAccountPayable_T12M, ChangeInAccountPayable_1Y, ChangeInAccountPayable_2Y, ChangeInAccountPayable_3Y, ChangeInAccountPayable_4Y, ChangeInAccountPayable_5Y, ChangeInAccountPayable_6Y, ChangeInAccountPayable_7Y

Change In Accrued Expense

The increase or decrease between periods of the accrued expenses
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInAccruedExpense_1Q, ChangeInAccruedExpense_2Q, ChangeInAccruedExpense_3Q, ChangeInAccruedExpense_4Q, ChangeInAccruedExpense_5Q, ChangeInAccruedExpense_6Q, ChangeInAccruedExpense_7Q, ChangeInAccruedExpense_8Q, ChangeInAccruedExpense_T12M, ChangeInAccruedExpense_1Y, ChangeInAccruedExpense_2Y, ChangeInAccruedExpense_3Y, ChangeInAccruedExpense_4Y, ChangeInAccruedExpense_5Y, ChangeInAccruedExpense_6Y, ChangeInAccruedExpense_7Y

Change In Accrued Investment Income

The net change during the reporting period in investment income that has been earned but not yet received in cash
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInAccruedInvestmentIncome_1Q, ChangeInAccruedInvestmentIncome_2Q, ChangeInAccruedInvestmentIncome_3Q, ChangeInAccruedInvestmentIncome_4Q, ChangeInAccruedInvestmentIncome_5Q, ChangeInAccruedInvestmentIncome_6Q, ChangeInAccruedInvestmentIncome_7Q, ChangeInAccruedInvestmentIncome_8Q, ChangeInAccruedInvestmentIncome_T12M, ChangeInAccruedInvestmentIncome_1Y, ChangeInAccruedInvestmentIncome_2Y, ChangeInAccruedInvestmentIncome_3Y, ChangeInAccruedInvestmentIncome_4Y, ChangeInAccruedInvestmentIncome_5Y, ChangeInAccruedInvestmentIncome_6Y, ChangeInAccruedInvestmentIncome_7Y

Change In Deferred Acquisition Costs

The change of the unamortized portion as of the balance sheet date of capitalized costs that vary with and are primarily related to the acquisition of new and renewal insurance contracts
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInDeferredAcquisitionCosts_1Q, ChangeInDeferredAcquisitionCosts_2Q, ChangeInDeferredAcquisitionCosts_3Q, ChangeInDeferredAcquisitionCosts_4Q, ChangeInDeferredAcquisitionCosts_5Q, ChangeInDeferredAcquisitionCosts_6Q, ChangeInDeferredAcquisitionCosts_7Q, ChangeInDeferredAcquisitionCosts_8Q, ChangeInDeferredAcquisitionCosts_T12M, ChangeInDeferredAcquisitionCosts_1Y, ChangeInDeferredAcquisitionCosts_2Y, ChangeInDeferredAcquisitionCosts_3Y, ChangeInDeferredAcquisitionCosts_4Y, ChangeInDeferredAcquisitionCosts_5Y, ChangeInDeferredAcquisitionCosts_6Y, ChangeInDeferredAcquisitionCosts_7Y

Change In Deferred Charges

The net change during the reporting period in the value of expenditures made during the current reporting period for benefits that will be received over a period of years. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInDeferredCharges_1Q, ChangeInDeferredCharges_2Q, ChangeInDeferredCharges_3Q, ChangeInDeferredCharges_4Q, ChangeInDeferredCharges_5Q, ChangeInDeferredCharges_6Q, ChangeInDeferredCharges_7Q, ChangeInDeferredCharges_8Q, ChangeInDeferredCharges_T12M, ChangeInDeferredCharges_1Y, ChangeInDeferredCharges_2Y, ChangeInDeferredCharges_3Y, ChangeInDeferredCharges_4Y, ChangeInDeferredCharges_5Y, ChangeInDeferredCharges_6Y, ChangeInDeferredCharges_7Y

Change In Dividend Payable

The increase or decrease between periods of the dividend payables
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInDividendPayable_1Q, ChangeInDividendPayable_2Q, ChangeInDividendPayable_3Q, ChangeInDividendPayable_4Q, ChangeInDividendPayable_5Q, ChangeInDividendPayable_6Q, ChangeInDividendPayable_7Q, ChangeInDividendPayable_8Q, ChangeInDividendPayable_T12M, ChangeInDividendPayable_1Y, ChangeInDividendPayable_2Y, ChangeInDividendPayable_3Y, ChangeInDividendPayable_4Y, ChangeInDividendPayable_5Y, ChangeInDividendPayable_6Y, ChangeInDividendPayable_7Y

Change In Federal Funds And Securities Sold For Repurchase

The amount shown on the books that a bank with insufficient reserves borrows, at the federal funds rate, from another bank to meet its reserve requirements and the amount of securities that an institution sells and agrees to repurchase at a specified date for a specified price, net of any reductions or offsets
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInFederalFundsAndSecuritiesSoldForRepurchase_1Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_2Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_3Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_4Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_5Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_6Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_7Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_8Q, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_T12M, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_1Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_2Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_3Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_4Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_5Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_6Y, ChangeInFederalFundsAndSecuritiesSoldForRepurchase_7Y

Change In Funds Withheld

The net change during the reporting period associated with funds withheld
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInFundsWithheld_1Q, ChangeInFundsWithheld_2Q, ChangeInFundsWithheld_3Q, ChangeInFundsWithheld_4Q, ChangeInFundsWithheld_5Q, ChangeInFundsWithheld_6Q, ChangeInFundsWithheld_7Q, ChangeInFundsWithheld_8Q, ChangeInFundsWithheld_T12M, ChangeInFundsWithheld_1Y, ChangeInFundsWithheld_2Y, ChangeInFundsWithheld_3Y, ChangeInFundsWithheld_4Y, ChangeInFundsWithheld_5Y, ChangeInFundsWithheld_6Y, ChangeInFundsWithheld_7Y

Change In Income Tax Payable

The increase or decrease between periods of the income tax payables
Some reported, expressed as dollars
Classifications: cash flow statement

ChangeInIncomeTaxPayable_1Q, ChangeInIncomeTaxPayable_2Q, ChangeInIncomeTaxPayable_3Q, ChangeInIncomeTaxPayable_4Q, ChangeInIncomeTaxPayable_5Q, ChangeInIncomeTaxPayable_6Q, ChangeInIncomeTaxPayable_7Q, ChangeInIncomeTaxPayable_8Q, ChangeInIncomeTaxPayable_T12M, ChangeInIncomeTaxPayable_1Y, ChangeInIncomeTaxPayable_2Y, ChangeInIncomeTaxPayable_3Y, ChangeInIncomeTaxPayable_4Y, ChangeInIncomeTaxPayable_5Y, ChangeInIncomeTaxPayable_6Y, ChangeInIncomeTaxPayable_7Y

Change In Interest Payable

The increase or decrease between periods of the interest payable. Interest payable means carrying value as of the balance sheet date of interest payable on all forms of debt
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInInterestPayable_1Q, ChangeInInterestPayable_2Q, ChangeInInterestPayable_3Q, ChangeInInterestPayable_4Q, ChangeInInterestPayable_5Q, ChangeInInterestPayable_6Q, ChangeInInterestPayable_7Q, ChangeInInterestPayable_8Q, ChangeInInterestPayable_T12M, ChangeInInterestPayable_1Y, ChangeInInterestPayable_2Y, ChangeInInterestPayable_3Y, ChangeInInterestPayable_4Y, ChangeInInterestPayable_5Y, ChangeInInterestPayable_6Y, ChangeInInterestPayable_7Y

Change In Inventory

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInInventory_1Q, ChangeInInventory_2Q, ChangeInInventory_3Q, ChangeInInventory_4Q, ChangeInInventory_5Q, ChangeInInventory_6Q, ChangeInInventory_7Q, ChangeInInventory_8Q, ChangeInInventory_T12M, ChangeInInventory_1Y, ChangeInInventory_2Y, ChangeInInventory_3Y, ChangeInInventory_4Y, ChangeInInventory_5Y, ChangeInInventory_6Y, ChangeInInventory_7Y

Change In Lease Financing

Change in cash flow resulting from increase/decrease in lease financing.
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInLeaseFinancing_1Q, ChangeInLeaseFinancing_2Q, ChangeInLeaseFinancing_3Q, ChangeInLeaseFinancing_4Q, ChangeInLeaseFinancing_5Q, ChangeInLeaseFinancing_6Q, ChangeInLeaseFinancing_7Q, ChangeInLeaseFinancing_8Q, ChangeInLeaseFinancing_T12M, ChangeInLeaseFinancing_1Y, ChangeInLeaseFinancing_2Y, ChangeInLeaseFinancing_3Y, ChangeInLeaseFinancing_4Y, ChangeInLeaseFinancing_5Y, ChangeInLeaseFinancing_6Y, ChangeInLeaseFinancing_7Y

Change In Loans

The net change that a lender gives money or property to a borrower and the borrower agrees to return the property or repay the borrowed money, along with interest, at a predetermined date in the future
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInLoans_1Q, ChangeInLoans_2Q, ChangeInLoans_3Q, ChangeInLoans_4Q, ChangeInLoans_5Q, ChangeInLoans_6Q, ChangeInLoans_7Q, ChangeInLoans_8Q, ChangeInLoans_T12M, ChangeInLoans_1Y, ChangeInLoans_2Y, ChangeInLoans_3Y, ChangeInLoans_4Y, ChangeInLoans_5Y, ChangeInLoans_6Y, ChangeInLoans_7Y

Change In Loss And Loss Adjustment Expense Reserves

The net change during the reporting period in the reserve account established to account for expected but unspecified losses
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInLossAndLossAdjustmentExpenseReserves_1Q, ChangeInLossAndLossAdjustmentExpenseReserves_2Q, ChangeInLossAndLossAdjustmentExpenseReserves_3Q, ChangeInLossAndLossAdjustmentExpenseReserves_4Q, ChangeInLossAndLossAdjustmentExpenseReserves_5Q, ChangeInLossAndLossAdjustmentExpenseReserves_6Q, ChangeInLossAndLossAdjustmentExpenseReserves_7Q, ChangeInLossAndLossAdjustmentExpenseReserves_8Q, ChangeInLossAndLossAdjustmentExpenseReserves_T12M, ChangeInLossAndLossAdjustmentExpenseReserves_1Y, ChangeInLossAndLossAdjustmentExpenseReserves_2Y, ChangeInLossAndLossAdjustmentExpenseReserves_3Y, ChangeInLossAndLossAdjustmentExpenseReserves_4Y, ChangeInLossAndLossAdjustmentExpenseReserves_5Y, ChangeInLossAndLossAdjustmentExpenseReserves_6Y, ChangeInLossAndLossAdjustmentExpenseReserves_7Y

Change In Other Current Assets

The increase or decrease between periods of the Other Current Assets. This category typically includes prepayments, deferred charges, and amounts (other than trade accounts) due from parents and subsidiaries
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInOtherCurrentAssets_1Q, ChangeInOtherCurrentAssets_2Q, ChangeInOtherCurrentAssets_3Q, ChangeInOtherCurrentAssets_4Q, ChangeInOtherCurrentAssets_5Q, ChangeInOtherCurrentAssets_6Q, ChangeInOtherCurrentAssets_7Q, ChangeInOtherCurrentAssets_8Q, ChangeInOtherCurrentAssets_T12M, ChangeInOtherCurrentAssets_1Y, ChangeInOtherCurrentAssets_2Y, ChangeInOtherCurrentAssets_3Y, ChangeInOtherCurrentAssets_4Y, ChangeInOtherCurrentAssets_5Y, ChangeInOtherCurrentAssets_6Y, ChangeInOtherCurrentAssets_7Y

Change In Other Current Liabilities

The increase or decrease between periods of the Other Current liabilities. Other Current liabilities is a balance sheet entry used by companies to group together current liabilities that are not assigned to common liabilities such as debt obligations or accounts payable
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInOtherCurrentLiabilities_1Q, ChangeInOtherCurrentLiabilities_2Q, ChangeInOtherCurrentLiabilities_3Q, ChangeInOtherCurrentLiabilities_4Q, ChangeInOtherCurrentLiabilities_5Q, ChangeInOtherCurrentLiabilities_6Q, ChangeInOtherCurrentLiabilities_7Q, ChangeInOtherCurrentLiabilities_8Q, ChangeInOtherCurrentLiabilities_T12M, ChangeInOtherCurrentLiabilities_1Y, ChangeInOtherCurrentLiabilities_2Y, ChangeInOtherCurrentLiabilities_3Y, ChangeInOtherCurrentLiabilities_4Y, ChangeInOtherCurrentLiabilities_5Y, ChangeInOtherCurrentLiabilities_6Y, ChangeInOtherCurrentLiabilities_7Y

Change In Other Working Capital

The increase or decrease between periods of the other working capital
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangeInOtherWorkingCapital_1Q, ChangeInOtherWorkingCapital_2Q, ChangeInOtherWorkingCapital_3Q, ChangeInOtherWorkingCapital_4Q, ChangeInOtherWorkingCapital_5Q, ChangeInOtherWorkingCapital_6Q, ChangeInOtherWorkingCapital_7Q, ChangeInOtherWorkingCapital_8Q, ChangeInOtherWorkingCapital_T12M, ChangeInOtherWorkingCapital_1Y, ChangeInOtherWorkingCapital_2Y, ChangeInOtherWorkingCapital_3Y, ChangeInOtherWorkingCapital_4Y, ChangeInOtherWorkingCapital_5Y, ChangeInOtherWorkingCapital_6Y, ChangeInOtherWorkingCapital_7Y

Change In Payable

The increase or decrease between periods of the payables
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangeInPayable_1Q, ChangeInPayable_2Q, ChangeInPayable_3Q, ChangeInPayable_4Q, ChangeInPayable_5Q, ChangeInPayable_6Q, ChangeInPayable_7Q, ChangeInPayable_8Q, ChangeInPayable_T12M, ChangeInPayable_1Y, ChangeInPayable_2Y, ChangeInPayable_3Y, ChangeInPayable_4Y, ChangeInPayable_5Y, ChangeInPayable_6Y, ChangeInPayable_7Y

Change In Payables And Accrued Expense

The increase or decrease between periods of the payables and accrued expenses. Accrued expenses represent expenses incurred at the end of the reporting period but not yet paid; also called accrued liabilities. The accrued liability is shown under current liabilities in the balance sheet
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangeInPayablesAndAccruedExpense_1Q, ChangeInPayablesAndAccruedExpense_2Q, ChangeInPayablesAndAccruedExpense_3Q, ChangeInPayablesAndAccruedExpense_4Q, ChangeInPayablesAndAccruedExpense_5Q, ChangeInPayablesAndAccruedExpense_6Q, ChangeInPayablesAndAccruedExpense_7Q, ChangeInPayablesAndAccruedExpense_8Q, ChangeInPayablesAndAccruedExpense_T12M, ChangeInPayablesAndAccruedExpense_1Y, ChangeInPayablesAndAccruedExpense_2Y, ChangeInPayablesAndAccruedExpense_3Y, ChangeInPayablesAndAccruedExpense_4Y, ChangeInPayablesAndAccruedExpense_5Y, ChangeInPayablesAndAccruedExpense_6Y, ChangeInPayablesAndAccruedExpense_7Y

Change In Prepaid Assets

The increase or decrease between periods of the prepaid assets
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangeInPrepaidAssets_1Q, ChangeInPrepaidAssets_2Q, ChangeInPrepaidAssets_3Q, ChangeInPrepaidAssets_4Q, ChangeInPrepaidAssets_5Q, ChangeInPrepaidAssets_6Q, ChangeInPrepaidAssets_7Q, ChangeInPrepaidAssets_8Q, ChangeInPrepaidAssets_T12M, ChangeInPrepaidAssets_1Y, ChangeInPrepaidAssets_2Y, ChangeInPrepaidAssets_3Y, ChangeInPrepaidAssets_4Y, ChangeInPrepaidAssets_5Y, ChangeInPrepaidAssets_6Y, ChangeInPrepaidAssets_7Y

Change In Receivables

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangeInReceivables_1Q, ChangeInReceivables_2Q, ChangeInReceivables_3Q, ChangeInReceivables_4Q, ChangeInReceivables_5Q, ChangeInReceivables_6Q, ChangeInReceivables_7Q, ChangeInReceivables_8Q, ChangeInReceivables_T12M, ChangeInReceivables_1Y, ChangeInReceivables_2Y, ChangeInReceivables_3Y, ChangeInReceivables_4Y, ChangeInReceivables_5Y, ChangeInReceivables_6Y, ChangeInReceivables_7Y

Change In Reinsurance Recoverable On Paid And Unpaid Losses

The net change during the reporting period in the amount of benefits the ceding insurer expects to recover on insurance policies ceded to other insurance entities as of the balance sheet date for all guaranteed benefit types
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_1Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_2Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_3Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_4Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_5Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_6Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_7Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_8Q, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_T12M, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_1Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_2Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_3Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_4Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_5Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_6Y, ChangeInReinsuranceRecoverableOnPaidAndUnpaidLosses_7Y

Change In Restricted Cash

The net cash inflow (outflow) for the net change associated with funds that are not available for withdrawal or use (such as funds held in escrow
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInRestrictedCash_1Q, ChangeInRestrictedCash_2Q, ChangeInRestrictedCash_3Q, ChangeInRestrictedCash_4Q, ChangeInRestrictedCash_5Q, ChangeInRestrictedCash_6Q, ChangeInRestrictedCash_7Q, ChangeInRestrictedCash_8Q, ChangeInRestrictedCash_T12M, ChangeInRestrictedCash_1Y, ChangeInRestrictedCash_2Y, ChangeInRestrictedCash_3Y, ChangeInRestrictedCash_4Y, ChangeInRestrictedCash_5Y, ChangeInRestrictedCash_6Y, ChangeInRestrictedCash_7Y

Change In Tax Payable

The increase or decrease between periods of the tax payables
Some reported, expressed as dollars
Classifications: cash flow statement

ChangeInTaxPayable_1Q, ChangeInTaxPayable_2Q, ChangeInTaxPayable_3Q, ChangeInTaxPayable_4Q, ChangeInTaxPayable_5Q, ChangeInTaxPayable_6Q, ChangeInTaxPayable_7Q, ChangeInTaxPayable_8Q, ChangeInTaxPayable_T12M, ChangeInTaxPayable_1Y, ChangeInTaxPayable_2Y, ChangeInTaxPayable_3Y, ChangeInTaxPayable_4Y, ChangeInTaxPayable_5Y, ChangeInTaxPayable_6Y, ChangeInTaxPayable_7Y

Change In Trading Account Securities

The net change during the reporting period associated with trading account assets. Trading account assets are bought and held principally for the purpose of selling them in the near term (thus held for only a short period of time). Unrealized holding gains and losses for trading securities are included in earnings
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInTradingAccountSecurities_1Q, ChangeInTradingAccountSecurities_2Q, ChangeInTradingAccountSecurities_3Q, ChangeInTradingAccountSecurities_4Q, ChangeInTradingAccountSecurities_5Q, ChangeInTradingAccountSecurities_6Q, ChangeInTradingAccountSecurities_7Q, ChangeInTradingAccountSecurities_8Q, ChangeInTradingAccountSecurities_T12M, ChangeInTradingAccountSecurities_1Y, ChangeInTradingAccountSecurities_2Y, ChangeInTradingAccountSecurities_3Y, ChangeInTradingAccountSecurities_4Y, ChangeInTradingAccountSecurities_5Y, ChangeInTradingAccountSecurities_6Y, ChangeInTradingAccountSecurities_7Y

Change In Unearned Premiums

The change during the period in the unearned portion of premiums written, excluding the portion amortized into income. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: cash flow statement

ChangeInUnearnedPremiums_1Q, ChangeInUnearnedPremiums_2Q, ChangeInUnearnedPremiums_3Q, ChangeInUnearnedPremiums_4Q, ChangeInUnearnedPremiums_5Q, ChangeInUnearnedPremiums_6Q, ChangeInUnearnedPremiums_7Q, ChangeInUnearnedPremiums_8Q, ChangeInUnearnedPremiums_T12M, ChangeInUnearnedPremiums_1Y, ChangeInUnearnedPremiums_2Y, ChangeInUnearnedPremiums_3Y, ChangeInUnearnedPremiums_4Y, ChangeInUnearnedPremiums_5Y, ChangeInUnearnedPremiums_6Y, ChangeInUnearnedPremiums_7Y

Change In Working Capital

The increase or decrease between periods of the working capital. Working Capital is the amount left to the company to finance operations and expansion after current liabilities have been covered
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangeInWorkingCapital_1Q, ChangeInWorkingCapital_2Q, ChangeInWorkingCapital_3Q, ChangeInWorkingCapital_4Q, ChangeInWorkingCapital_5Q, ChangeInWorkingCapital_6Q, ChangeInWorkingCapital_7Q, ChangeInWorkingCapital_8Q, ChangeInWorkingCapital_T12M, ChangeInWorkingCapital_1Y, ChangeInWorkingCapital_2Y, ChangeInWorkingCapital_3Y, ChangeInWorkingCapital_4Y, ChangeInWorkingCapital_5Y, ChangeInWorkingCapital_6Y, ChangeInWorkingCapital_7Y

Changes In Account Receivables

The increase or decrease between periods of the accounts receivables
Majority reported, expressed as dollars
Classifications: cash flow statement

ChangesInAccountReceivables_1Q, ChangesInAccountReceivables_2Q, ChangesInAccountReceivables_3Q, ChangesInAccountReceivables_4Q, ChangesInAccountReceivables_5Q, ChangesInAccountReceivables_6Q, ChangesInAccountReceivables_7Q, ChangesInAccountReceivables_8Q, ChangesInAccountReceivables_T12M, ChangesInAccountReceivables_1Y, ChangesInAccountReceivables_2Y, ChangesInAccountReceivables_3Y, ChangesInAccountReceivables_4Y, ChangesInAccountReceivables_5Y, ChangesInAccountReceivables_6Y, ChangesInAccountReceivables_7Y

Changes In Cash

The net change between the beginning and ending balance of cash and cash equivalents
Normally reported, expressed as dollars
Classifications: cash flow statement

ChangesInCash_1Q, ChangesInCash_2Q, ChangesInCash_3Q, ChangesInCash_4Q, ChangesInCash_5Q, ChangesInCash_6Q, ChangesInCash_7Q, ChangesInCash_8Q, ChangesInCash_T12M, ChangesInCash_1Y, ChangesInCash_2Y, ChangesInCash_3Y, ChangesInCash_4Y, ChangesInCash_5Y, ChangesInCash_6Y, ChangesInCash_7Y

Close

Split adjusted close, use RawClose to see the original closing price.
Normally reported and often used, expressed as dollars
Classifications: price

Commercial Loan

Short-term loan, typically 90 days, used by a company to finance seasonal working capital needs
A Few reported, expressed as dollars
Classifications: balance sheet

CommercialLoan_1Q, CommercialLoan_2Q, CommercialLoan_3Q, CommercialLoan_4Q, CommercialLoan_5Q, CommercialLoan_6Q, CommercialLoan_7Q, CommercialLoan_8Q, CommercialLoan_1Y, CommercialLoan_2Y, CommercialLoan_3Y, CommercialLoan_4Y, CommercialLoan_5Y, CommercialLoan_6Y, CommercialLoan_7Y

Commercial Paper

Commercial paper is a money-market security issued by large banks and corporations. It represents the current obligation for the company. There are four basic kinds of commercial paper: promissory notes, drafts, checks, and certificates of deposit. The maturities of these money market securities generally do not exceed 270 days
A Few reported, expressed as dollars
Classifications: balance sheet

CommercialPaper_1Q, CommercialPaper_2Q, CommercialPaper_3Q, CommercialPaper_4Q, CommercialPaper_5Q, CommercialPaper_6Q, CommercialPaper_7Q, CommercialPaper_8Q, CommercialPaper_1Y, CommercialPaper_2Y, CommercialPaper_3Y, CommercialPaper_4Y, CommercialPaper_5Y, CommercialPaper_6Y, CommercialPaper_7Y

Common Shares In Treasury

The treasury stock number of common shares. This represents the number of common shares owned by the company as a result of share repurchase programs or donations.
Majority reported, expressed as dollars
Classifications: balance sheet

CommonSharesInTreasury_1Q, CommonSharesInTreasury_2Q, CommonSharesInTreasury_3Q, CommonSharesInTreasury_4Q, CommonSharesInTreasury_5Q, CommonSharesInTreasury_6Q, CommonSharesInTreasury_7Q, CommonSharesInTreasury_8Q, CommonSharesInTreasury_1Y, CommonSharesInTreasury_2Y, CommonSharesInTreasury_3Y, CommonSharesInTreasury_4Y, CommonSharesInTreasury_5Y, CommonSharesInTreasury_6Y, CommonSharesInTreasury_7Y

Common Stock Dividend Paid

The cash outflow from the distribution of an entity’s earnings in the form of dividends to common shareholders
Some reported, expressed as dollars
Classifications: cash flow statement

CommonStockDividendPaid_1Q, CommonStockDividendPaid_2Q, CommonStockDividendPaid_3Q, CommonStockDividendPaid_4Q, CommonStockDividendPaid_5Q, CommonStockDividendPaid_6Q, CommonStockDividendPaid_7Q, CommonStockDividendPaid_8Q, CommonStockDividendPaid_T12M, CommonStockDividendPaid_1Y, CommonStockDividendPaid_2Y, CommonStockDividendPaid_3Y, CommonStockDividendPaid_4Y, CommonStockDividendPaid_5Y, CommonStockDividendPaid_6Y, CommonStockDividendPaid_7Y

Common Stock Equity

The portion of the Stockholders’ Equity that reflects the amount of common stock, which are units of ownership
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot, equity

CommonStockEquity_1Q, CommonStockEquity_2Q, CommonStockEquity_3Q, CommonStockEquity_4Q, CommonStockEquity_5Q, CommonStockEquity_6Q, CommonStockEquity_7Q, CommonStockEquity_8Q, CommonStockEquity_1Y, CommonStockEquity_2Y, CommonStockEquity_3Y, CommonStockEquity_4Y, CommonStockEquity_5Y, CommonStockEquity_6Y, CommonStockEquity_7Y

Common Stock Issuance

The cash inflow from offering common stock, which is the additional capital contribution to the entity during the period
Normally reported, expressed as dollars
Classifications: cash flow statement

CommonStockIssuance_1Q, CommonStockIssuance_2Q, CommonStockIssuance_3Q, CommonStockIssuance_4Q, CommonStockIssuance_5Q, CommonStockIssuance_6Q, CommonStockIssuance_7Q, CommonStockIssuance_8Q, CommonStockIssuance_T12M, CommonStockIssuance_1Y, CommonStockIssuance_2Y, CommonStockIssuance_3Y, CommonStockIssuance_4Y, CommonStockIssuance_5Y, CommonStockIssuance_6Y, CommonStockIssuance_7Y

Common Stock Payments

The cash outflow to reacquire common stock during the period
Normally reported, expressed as dollars
Classifications: cash flow statement

CommonStockPayments_1Q, CommonStockPayments_2Q, CommonStockPayments_3Q, CommonStockPayments_4Q, CommonStockPayments_5Q, CommonStockPayments_6Q, CommonStockPayments_7Q, CommonStockPayments_8Q, CommonStockPayments_T12M, CommonStockPayments_1Y, CommonStockPayments_2Y, CommonStockPayments_3Y, CommonStockPayments_4Y, CommonStockPayments_5Y, CommonStockPayments_6Y, CommonStockPayments_7Y

Common Stock

Common stock (all issues) at par value, as reported within the Stockholder’s Equity section of the balance sheet; i.e. it is one component of Common Stockholder’s Equity
Normally reported, expressed as dollars
Classifications: balance sheet

CommonStock_1Q, CommonStock_2Q, CommonStock_3Q, CommonStock_4Q, CommonStock_5Q, CommonStock_6Q, CommonStock_7Q, CommonStock_8Q, CommonStock_1Y, CommonStock_2Y, CommonStock_3Y, CommonStock_4Y, CommonStock_5Y, CommonStock_6Y, CommonStock_7Y

Common Utility Plant

The amount for the other plant related to the utility industry fix assets
A Few reported, expressed as dollars
Classifications: balance sheet

CommonUtilityPlant_1Q, CommonUtilityPlant_2Q, CommonUtilityPlant_3Q, CommonUtilityPlant_4Q, CommonUtilityPlant_5Q, CommonUtilityPlant_6Q, CommonUtilityPlant_7Q, CommonUtilityPlant_8Q, CommonUtilityPlant_1Y, CommonUtilityPlant_2Y, CommonUtilityPlant_3Y, CommonUtilityPlant_4Y, CommonUtilityPlant_5Y, CommonUtilityPlant_6Y, CommonUtilityPlant_7Y

Company Type

Sectors are consolidated into three major economic spheres or Super Sectors: Cyclical, Defensive and Sensitive. See appendix for mappings
Expressed as Code
Classifications: categorization

CompanyType

Construction In Progress

It represents carrying amount of long-lived asset under construction that includes construction costs to date on capital projects. Assets constructed, but not completed
Majority reported, expressed as dollars
Classifications: balance sheet

ConstructionInProgress_1Q, ConstructionInProgress_2Q, ConstructionInProgress_3Q, ConstructionInProgress_4Q, ConstructionInProgress_5Q, ConstructionInProgress_6Q, ConstructionInProgress_7Q, ConstructionInProgress_8Q, ConstructionInProgress_1Y, ConstructionInProgress_2Y, ConstructionInProgress_3Y, ConstructionInProgress_4Y, ConstructionInProgress_5Y, ConstructionInProgress_6Y, ConstructionInProgress_7Y

Consumer Loan

A loan that establishes consumer credit that is granted for personal use; usually unsecured and based on the borrower’s integrity and ability to pay
A Few reported, expressed as dollars
Classifications: balance sheet

ConsumerLoan_1Q, ConsumerLoan_2Q, ConsumerLoan_3Q, ConsumerLoan_4Q, ConsumerLoan_5Q, ConsumerLoan_6Q, ConsumerLoan_7Q, ConsumerLoan_8Q, ConsumerLoan_1Y, ConsumerLoan_2Y, ConsumerLoan_3Y, ConsumerLoan_4Y, ConsumerLoan_5Y, ConsumerLoan_6Y, ConsumerLoan_7Y

EPS Basic From Continuing And Discontinued

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations
Normally reported, expressed as dollars
Classifications: earnings per share

ContinuingAndDiscontinuedBasicEPS_1Q, ContinuingAndDiscontinuedBasicEPS_2Q, ContinuingAndDiscontinuedBasicEPS_3Q, ContinuingAndDiscontinuedBasicEPS_4Q, ContinuingAndDiscontinuedBasicEPS_5Q, ContinuingAndDiscontinuedBasicEPS_6Q, ContinuingAndDiscontinuedBasicEPS_7Q, ContinuingAndDiscontinuedBasicEPS_8Q, ContinuingAndDiscontinuedBasicEPS_T12M, ContinuingAndDiscontinuedBasicEPS_1Y, ContinuingAndDiscontinuedBasicEPS_2Y, ContinuingAndDiscontinuedBasicEPS_3Y, ContinuingAndDiscontinuedBasicEPS_4Y, ContinuingAndDiscontinuedBasicEPS_5Y, ContinuingAndDiscontinuedBasicEPS_6Y, ContinuingAndDiscontinuedBasicEPS_7Y

EPS Diluted From Continuing And Discontinued

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations
Normally reported, expressed as dollars
Classifications: earnings per share

ContinuingAndDiscontinuedDilutedEPS_1Q, ContinuingAndDiscontinuedDilutedEPS_2Q, ContinuingAndDiscontinuedDilutedEPS_3Q, ContinuingAndDiscontinuedDilutedEPS_4Q, ContinuingAndDiscontinuedDilutedEPS_5Q, ContinuingAndDiscontinuedDilutedEPS_6Q, ContinuingAndDiscontinuedDilutedEPS_7Q, ContinuingAndDiscontinuedDilutedEPS_8Q, ContinuingAndDiscontinuedDilutedEPS_T12M, ContinuingAndDiscontinuedDilutedEPS_1Y, ContinuingAndDiscontinuedDilutedEPS_2Y, ContinuingAndDiscontinuedDilutedEPS_3Y, ContinuingAndDiscontinuedDilutedEPS_4Y, ContinuingAndDiscontinuedDilutedEPS_5Y, ContinuingAndDiscontinuedDilutedEPS_6Y, ContinuingAndDiscontinuedDilutedEPS_7Y

Cost Of Revenue

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Gross Profit
Normally reported and often used, expressed as dollars
Keywords: cogs sale
Classifications: income statement, timeframe, costs, cost of revenue

CostOfRevenue_1Q, CostOfRevenue_2Q, CostOfRevenue_3Q, CostOfRevenue_4Q, CostOfRevenue_5Q, CostOfRevenue_6Q, CostOfRevenue_7Q, CostOfRevenue_8Q, CostOfRevenue_T12M, CostOfRevenue_1Y, CostOfRevenue_2Y, CostOfRevenue_3Y, CostOfRevenue_4Y, CostOfRevenue_5Y, CostOfRevenue_6Y, CostOfRevenue_7Y

Credit Card

Income earned from credit card services including late, over limit, and annual fees. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

CreditCard_1Q, CreditCard_2Q, CreditCard_3Q, CreditCard_4Q, CreditCard_5Q, CreditCard_6Q, CreditCard_7Q, CreditCard_8Q, CreditCard_T12M, CreditCard_1Y, CreditCard_2Y, CreditCard_3Y, CreditCard_4Y, CreditCard_5Y, CreditCard_6Y, CreditCard_7Y

Credit Losses Provision

A charge to income which represents an expense deemed adequate by management given the composition of a bank’s credit portfolios, their probability of default, the economic environment and the allowance for credit losses already established. Specific provisions are established to reduce the book value of specific assets (primarily loans) to establish the amount expected to be recovered on the loans
A Few reported, expressed as dollars
Classifications: income statement

CreditLossesProvision_1Q, CreditLossesProvision_2Q, CreditLossesProvision_3Q, CreditLossesProvision_4Q, CreditLossesProvision_5Q, CreditLossesProvision_6Q, CreditLossesProvision_7Q, CreditLossesProvision_8Q, CreditLossesProvision_T12M, CreditLossesProvision_1Y, CreditLossesProvision_2Y, CreditLossesProvision_3Y, CreditLossesProvision_4Y, CreditLossesProvision_5Y, CreditLossesProvision_6Y, CreditLossesProvision_7Y

Current Accrued Expenses

An expense recognized before it is paid for. Includes compensation, interest, pensions and all other miscellaneous accruals reported by the company. Expenses incurred during the accounting period, but not required to be paid until a later date
Normally reported, expressed as dollars
Classifications: balance sheet

CurrentAccruedExpenses_1Q, CurrentAccruedExpenses_2Q, CurrentAccruedExpenses_3Q, CurrentAccruedExpenses_4Q, CurrentAccruedExpenses_5Q, CurrentAccruedExpenses_6Q, CurrentAccruedExpenses_7Q, CurrentAccruedExpenses_8Q, CurrentAccruedExpenses_1Y, CurrentAccruedExpenses_2Y, CurrentAccruedExpenses_3Y, CurrentAccruedExpenses_4Y, CurrentAccruedExpenses_5Y, CurrentAccruedExpenses_6Y, CurrentAccruedExpenses_7Y

Current Assets

The total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year
Normally reported and often used, expressed as dollars
Classifications: balance sheet, snapshot, short-term

CurrentAssets_1Q, CurrentAssets_2Q, CurrentAssets_3Q, CurrentAssets_4Q, CurrentAssets_5Q, CurrentAssets_6Q, CurrentAssets_7Q, CurrentAssets_8Q, CurrentAssets_1Y, CurrentAssets_2Y, CurrentAssets_3Y, CurrentAssets_4Y, CurrentAssets_5Y, CurrentAssets_6Y, CurrentAssets_7Y

Current Capital Lease Obligation

Represents the total amount of long-term capital leases that must be paid within the next accounting period. Capital lease obligations are contractual obligations that arise from obtaining the use of property or equipment via a capital lease contract
Some reported, expressed as dollars
Classifications: balance sheet

CurrentCapitalLeaseObligation_1Q, CurrentCapitalLeaseObligation_2Q, CurrentCapitalLeaseObligation_3Q, CurrentCapitalLeaseObligation_4Q, CurrentCapitalLeaseObligation_5Q, CurrentCapitalLeaseObligation_6Q, CurrentCapitalLeaseObligation_7Q, CurrentCapitalLeaseObligation_8Q, CurrentCapitalLeaseObligation_1Y, CurrentCapitalLeaseObligation_2Y, CurrentCapitalLeaseObligation_3Y, CurrentCapitalLeaseObligation_4Y, CurrentCapitalLeaseObligation_5Y, CurrentCapitalLeaseObligation_6Y, CurrentCapitalLeaseObligation_7Y

Current Debt And Capital Lease Obligations

All borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper
Normally reported, expressed as dollars
Classifications: balance sheet

CurrentDebtAndCapitalLeaseObligation_1Q, CurrentDebtAndCapitalLeaseObligation_2Q, CurrentDebtAndCapitalLeaseObligation_3Q, CurrentDebtAndCapitalLeaseObligation_4Q, CurrentDebtAndCapitalLeaseObligation_5Q, CurrentDebtAndCapitalLeaseObligation_6Q, CurrentDebtAndCapitalLeaseObligation_7Q, CurrentDebtAndCapitalLeaseObligation_8Q, CurrentDebtAndCapitalLeaseObligation_1Y, CurrentDebtAndCapitalLeaseObligation_2Y, CurrentDebtAndCapitalLeaseObligation_3Y, CurrentDebtAndCapitalLeaseObligation_4Y, CurrentDebtAndCapitalLeaseObligation_5Y, CurrentDebtAndCapitalLeaseObligation_6Y, CurrentDebtAndCapitalLeaseObligation_7Y

Current Debt

Represents the total amount of long-term debt such as bank loans and commercial paper, which is due within one year
Normally reported, expressed as dollars
Classifications: balance sheet

CurrentDebt_1Q, CurrentDebt_2Q, CurrentDebt_3Q, CurrentDebt_4Q, CurrentDebt_5Q, CurrentDebt_6Q, CurrentDebt_7Q, CurrentDebt_8Q, CurrentDebt_1Y, CurrentDebt_2Y, CurrentDebt_3Y, CurrentDebt_4Y, CurrentDebt_5Y, CurrentDebt_6Y, CurrentDebt_7Y

Current Deferred Assets

Payments that will be assigned as expenses with one accounting period, but that are paid in advance and temporarily set up as current assets on the balance sheet
Majority reported, expressed as dollars
Classifications: balance sheet

CurrentDeferredAssets_1Q, CurrentDeferredAssets_2Q, CurrentDeferredAssets_3Q, CurrentDeferredAssets_4Q, CurrentDeferredAssets_5Q, CurrentDeferredAssets_6Q, CurrentDeferredAssets_7Q, CurrentDeferredAssets_8Q, CurrentDeferredAssets_1Y, CurrentDeferredAssets_2Y, CurrentDeferredAssets_3Y, CurrentDeferredAssets_4Y, CurrentDeferredAssets_5Y, CurrentDeferredAssets_6Y, CurrentDeferredAssets_7Y

Current Deferred Liabilities

Represents the current portion of obligations, which is a liability that usually would have been paid but is now past due
Majority reported, expressed as dollars
Classifications: balance sheet

CurrentDeferredLiabilities_1Q, CurrentDeferredLiabilities_2Q, CurrentDeferredLiabilities_3Q, CurrentDeferredLiabilities_4Q, CurrentDeferredLiabilities_5Q, CurrentDeferredLiabilities_6Q, CurrentDeferredLiabilities_7Q, CurrentDeferredLiabilities_8Q, CurrentDeferredLiabilities_1Y, CurrentDeferredLiabilities_2Y, CurrentDeferredLiabilities_3Y, CurrentDeferredLiabilities_4Y, CurrentDeferredLiabilities_5Y, CurrentDeferredLiabilities_6Y, CurrentDeferredLiabilities_7Y

Current Deferred Revenue

Represents collections of cash or other assets related to revenue producing activity for which revenue has not yet been recognized. Generally, an entity records deferred revenue when it receives consideration from a customer before achieving certain criteria that must be met for revenue to be recognized in conformity with GAAP. It can be either current or non-current item. Also called unearned revenue
Majority reported, expressed as dollars
Classifications: balance sheet

CurrentDeferredRevenue_1Q, CurrentDeferredRevenue_2Q, CurrentDeferredRevenue_3Q, CurrentDeferredRevenue_4Q, CurrentDeferredRevenue_5Q, CurrentDeferredRevenue_6Q, CurrentDeferredRevenue_7Q, CurrentDeferredRevenue_8Q, CurrentDeferredRevenue_1Y, CurrentDeferredRevenue_2Y, CurrentDeferredRevenue_3Y, CurrentDeferredRevenue_4Y, CurrentDeferredRevenue_5Y, CurrentDeferredRevenue_6Y, CurrentDeferredRevenue_7Y

Current Deferred Taxes Assets

Meaning a future tax asset, resulting from temporary differences between book (accounting) value of assets and liabilities and their tax value, or timing differences between the recognition of gains and losses in financial statements and their recognition in a tax computation. It is also called future tax
Majority reported, expressed as dollars
Classifications: balance sheet

CurrentDeferredTaxesAssets_1Q, CurrentDeferredTaxesAssets_2Q, CurrentDeferredTaxesAssets_3Q, CurrentDeferredTaxesAssets_4Q, CurrentDeferredTaxesAssets_5Q, CurrentDeferredTaxesAssets_6Q, CurrentDeferredTaxesAssets_7Q, CurrentDeferredTaxesAssets_8Q, CurrentDeferredTaxesAssets_1Y, CurrentDeferredTaxesAssets_2Y, CurrentDeferredTaxesAssets_3Y, CurrentDeferredTaxesAssets_4Y, CurrentDeferredTaxesAssets_5Y, CurrentDeferredTaxesAssets_6Y, CurrentDeferredTaxesAssets_7Y

Current Deferred Taxes Liabilities

Meaning a future tax liability, resulting from temporary differences between book (accounting) value of assets and liabilities and their tax value, or timing differences between the recognition of gains and losses in financial statements and their recognition in a tax computation. Deferred tax liabilities generally arise where tax relief is provided in advance of an accounting expense, or income is accrued but not taxed until received
Some reported, expressed as dollars
Classifications: balance sheet

CurrentDeferredTaxesLiabilities_1Q, CurrentDeferredTaxesLiabilities_2Q, CurrentDeferredTaxesLiabilities_3Q, CurrentDeferredTaxesLiabilities_4Q, CurrentDeferredTaxesLiabilities_5Q, CurrentDeferredTaxesLiabilities_6Q, CurrentDeferredTaxesLiabilities_7Q, CurrentDeferredTaxesLiabilities_8Q, CurrentDeferredTaxesLiabilities_1Y, CurrentDeferredTaxesLiabilities_2Y, CurrentDeferredTaxesLiabilities_3Y, CurrentDeferredTaxesLiabilities_4Y, CurrentDeferredTaxesLiabilities_5Y, CurrentDeferredTaxesLiabilities_6Y, CurrentDeferredTaxesLiabilities_7Y

Current Liabilities

The debts or obligations of the firm that are due within one year
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot, short-term

CurrentLiabilities_1Q, CurrentLiabilities_2Q, CurrentLiabilities_3Q, CurrentLiabilities_4Q, CurrentLiabilities_5Q, CurrentLiabilities_6Q, CurrentLiabilities_7Q, CurrentLiabilities_8Q, CurrentLiabilities_1Y, CurrentLiabilities_2Y, CurrentLiabilities_3Y, CurrentLiabilities_4Y, CurrentLiabilities_5Y, CurrentLiabilities_6Y, CurrentLiabilities_7Y

Current Notes Payable

Written promises to pay a stated sum at one or more specified dates in the future, within the accounting period
Some reported, expressed as dollars
Classifications: balance sheet

CurrentNotesPayable_1Q, CurrentNotesPayable_2Q, CurrentNotesPayable_3Q, CurrentNotesPayable_4Q, CurrentNotesPayable_5Q, CurrentNotesPayable_6Q, CurrentNotesPayable_7Q, CurrentNotesPayable_8Q, CurrentNotesPayable_1Y, CurrentNotesPayable_2Y, CurrentNotesPayable_3Y, CurrentNotesPayable_4Y, CurrentNotesPayable_5Y, CurrentNotesPayable_6Y, CurrentNotesPayable_7Y

Current Provisions

Provisions are created to protect the interests of one or both parties named in a contract or legal document which is a preparatory action or measure. Current provision is expired within one accounting period
Some reported, expressed as dollars
Classifications: balance sheet

CurrentProvisions_1Q, CurrentProvisions_2Q, CurrentProvisions_3Q, CurrentProvisions_4Q, CurrentProvisions_5Q, CurrentProvisions_6Q, CurrentProvisions_7Q, CurrentProvisions_8Q, CurrentProvisions_1Y, CurrentProvisions_2Y, CurrentProvisions_3Y, CurrentProvisions_4Y, CurrentProvisions_5Y, CurrentProvisions_6Y, CurrentProvisions_7Y

Current Ratio

Refers to the ratio of Current Assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: Current Assets / Current Liabilities
Normally reported and often used, expressed as numbers
Classifications: ratios, computed

CurrentRatio_1Q, CurrentRatio_2Q, CurrentRatio_3Q, CurrentRatio_4Q, CurrentRatio_5Q, CurrentRatio_6Q, CurrentRatio_7Q, CurrentRatio_8Q, CurrentRatio_1Y, CurrentRatio_2Y, CurrentRatio_3Y, CurrentRatio_4Y, CurrentRatio_5Y, CurrentRatio_6Y, CurrentRatio_7Y

Customer Acceptances

Amounts receivable from customers on short-term negotiable time drafts drawn on and accepted by the institution (also known as banker’s acceptance transactions) that are outstanding on the reporting date
A Few reported, expressed as dollars
Classifications: balance sheet

CustomerAcceptances_1Q, CustomerAcceptances_2Q, CustomerAcceptances_3Q, CustomerAcceptances_4Q, CustomerAcceptances_5Q, CustomerAcceptances_6Q, CustomerAcceptances_7Q, CustomerAcceptances_8Q, CustomerAcceptances_1Y, CustomerAcceptances_2Y, CustomerAcceptances_3Y, CustomerAcceptances_4Y, CustomerAcceptances_5Y, CustomerAcceptances_6Y, CustomerAcceptances_7Y

Customer Accounts

Carrying value of amounts transferred by customers to third parties for security purposes that are expected to be returned or applied towards payment after one year or beyond the operating cycle, if longer.
A Few reported, expressed as dollars
Classifications: balance sheet

CustomerAccounts_1Q, CustomerAccounts_2Q, CustomerAccounts_3Q, CustomerAccounts_4Q, CustomerAccounts_5Q, CustomerAccounts_6Q, CustomerAccounts_7Q, CustomerAccounts_8Q, CustomerAccounts_1Y, CustomerAccounts_2Y, CustomerAccounts_3Y, CustomerAccounts_4Y, CustomerAccounts_5Y, CustomerAccounts_6Y, CustomerAccounts_7Y

Dividends Per Share Growth

The growth in the company’s dividends per share (DPS) on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying DPS from its dividend database. Morningstar collects its DPS from company filings and reports, as well as from third party sources
Majority reported, expressed as numbers
Classifications: yield, dividends

DPSGrowth_1Q, DPSGrowth_2Q, DPSGrowth_3Q, DPSGrowth_4Q, DPSGrowth_5Q, DPSGrowth_6Q, DPSGrowth_7Q, DPSGrowth_8Q, DPSGrowth_1Y, DPSGrowth_2Y, DPSGrowth_3Y, DPSGrowth_4Y, DPSGrowth_5Y, DPSGrowth_6Y, DPSGrowth_7Y

Day of Month

Day of month, 1-31 depending upon the month
Expressed as numbers
Classifications: Date

DayOfMonth

Day of Week

Day of week, 0==Sunday, 1 == Monday,?
Expressed as numbers
Classifications: Date

DayOfWeek

Days In Inventory

365 / Inventory turnover
Majority reported, expressed as Number Of Days
Classifications: Balance Sheet

DaysInInventory_1Q, DaysInInventory_2Q, DaysInInventory_3Q, DaysInInventory_4Q, DaysInInventory_5Q, DaysInInventory_6Q, DaysInInventory_7Q, DaysInInventory_8Q, DaysInInventory_1Y, DaysInInventory_2Y, DaysInInventory_3Y, DaysInInventory_4Y, DaysInInventory_5Y, DaysInInventory_6Y, DaysInInventory_7Y

Days In Payment

365 / Payable turnover
Majority reported, expressed as Number Of Days
Classifications: Balance Sheet

DaysInPayment_1Q, DaysInPayment_2Q, DaysInPayment_3Q, DaysInPayment_4Q, DaysInPayment_5Q, DaysInPayment_6Q, DaysInPayment_7Q, DaysInPayment_8Q, DaysInPayment_1Y, DaysInPayment_2Y, DaysInPayment_3Y, DaysInPayment_4Y, DaysInPayment_5Y, DaysInPayment_6Y, DaysInPayment_7Y

Days In Sales

365 / Receivable Turnover
Normally reported, expressed as Number Of Days
Classifications: Balance Sheet

DaysInSales_1Q, DaysInSales_2Q, DaysInSales_3Q, DaysInSales_4Q, DaysInSales_5Q, DaysInSales_6Q, DaysInSales_7Q, DaysInSales_8Q, DaysInSales_1Y, DaysInSales_2Y, DaysInSales_3Y, DaysInSales_4Y, DaysInSales_5Y, DaysInSales_6Y, DaysInSales_7Y

Deferred Assets

An amount owed to a firm that is not expected to be received by the firm within one year from the date of the balance sheet
A Few reported, expressed as dollars
Classifications: balance sheet

DeferredAssets_1Q, DeferredAssets_2Q, DeferredAssets_3Q, DeferredAssets_4Q, DeferredAssets_5Q, DeferredAssets_6Q, DeferredAssets_7Q, DeferredAssets_8Q, DeferredAssets_1Y, DeferredAssets_2Y, DeferredAssets_3Y, DeferredAssets_4Y, DeferredAssets_5Y, DeferredAssets_6Y, DeferredAssets_7Y

Deferred Costs

An expenditure not recognized as a cost of operation of the period in which incurred, but carried forward to be written off in future periods
A Few reported, expressed as dollars
Classifications: balance sheet

DeferredCosts_1Q, DeferredCosts_2Q, DeferredCosts_3Q, DeferredCosts_4Q, DeferredCosts_5Q, DeferredCosts_6Q, DeferredCosts_7Q, DeferredCosts_8Q, DeferredCosts_1Y, DeferredCosts_2Y, DeferredCosts_3Y, DeferredCosts_4Y, DeferredCosts_5Y, DeferredCosts_6Y, DeferredCosts_7Y

Deferred Income Tax

The component of income tax expense for the period representing the net change in the entities deferred tax assets and liabilities pertaining to continuing operations
Majority reported, expressed as dollars
Classifications: cash flow statement

DeferredIncomeTax_1Q, DeferredIncomeTax_2Q, DeferredIncomeTax_3Q, DeferredIncomeTax_4Q, DeferredIncomeTax_5Q, DeferredIncomeTax_6Q, DeferredIncomeTax_7Q, DeferredIncomeTax_8Q, DeferredIncomeTax_1Y, DeferredIncomeTax_2Y, DeferredIncomeTax_3Y, DeferredIncomeTax_4Y, DeferredIncomeTax_5Y, DeferredIncomeTax_6Y, DeferredIncomeTax_7Y

Deferred Policy Acquisition Costs

Net amount of deferred policy acquisition costs capitalized on contracts remaining in force as of the balance sheet date
A Few reported, expressed as dollars
Classifications: balance sheet

DeferredPolicyAcquisitionCosts_1Q, DeferredPolicyAcquisitionCosts_2Q, DeferredPolicyAcquisitionCosts_3Q, DeferredPolicyAcquisitionCosts_4Q, DeferredPolicyAcquisitionCosts_5Q, DeferredPolicyAcquisitionCosts_6Q, DeferredPolicyAcquisitionCosts_7Q, DeferredPolicyAcquisitionCosts_8Q, DeferredPolicyAcquisitionCosts_1Y, DeferredPolicyAcquisitionCosts_2Y, DeferredPolicyAcquisitionCosts_3Y, DeferredPolicyAcquisitionCosts_4Y, DeferredPolicyAcquisitionCosts_5Y, DeferredPolicyAcquisitionCosts_6Y, DeferredPolicyAcquisitionCosts_7Y

Deferred Tax Assets

An asset on a company’s balance sheet that may be used to reduce any subsequent period’s income tax expense. Deferred tax assets can arise due to net loss carryovers, which are only recorded as assets if it is deemed more likely than not that the asset will be used in future fiscal periods
A Few reported, expressed as dollars
Classifications: balance sheet

DeferredTaxAssets_1Q, DeferredTaxAssets_2Q, DeferredTaxAssets_3Q, DeferredTaxAssets_4Q, DeferredTaxAssets_5Q, DeferredTaxAssets_6Q, DeferredTaxAssets_7Q, DeferredTaxAssets_8Q, DeferredTaxAssets_1Y, DeferredTaxAssets_2Y, DeferredTaxAssets_3Y, DeferredTaxAssets_4Y, DeferredTaxAssets_5Y, DeferredTaxAssets_6Y, DeferredTaxAssets_7Y

Deferred Tax

Future tax liability or asset, resulting from temporary differences between book (accounting) value of assets and liabilities, and their tax value. This arises due to differences between financial accounting for shareholders and tax accounting
Majority reported, expressed as dollars
Classifications: cash flow statement

DeferredTax_1Q, DeferredTax_2Q, DeferredTax_3Q, DeferredTax_4Q, DeferredTax_5Q, DeferredTax_6Q, DeferredTax_7Q, DeferredTax_8Q, DeferredTax_1Y, DeferredTax_2Y, DeferredTax_3Y, DeferredTax_4Y, DeferredTax_5Y, DeferredTax_6Y, DeferredTax_7Y

Defined Pension Benefit

The recognition of an asset where pension fund assets exceed promised benefits
A Few reported, expressed as dollars
Classifications: balance sheet

DefinedPensionBenefit_1Q, DefinedPensionBenefit_2Q, DefinedPensionBenefit_3Q, DefinedPensionBenefit_4Q, DefinedPensionBenefit_5Q, DefinedPensionBenefit_6Q, DefinedPensionBenefit_7Q, DefinedPensionBenefit_8Q, DefinedPensionBenefit_1Y, DefinedPensionBenefit_2Y, DefinedPensionBenefit_3Y, DefinedPensionBenefit_4Y, DefinedPensionBenefit_5Y, DefinedPensionBenefit_6Y, DefinedPensionBenefit_7Y

Depletion From CF Statement

Unlike depreciation and amortization, which mainly describe the deduction of expenses due to the aging of equipment and property, depletion is the actual physical reduction of natural resources by companies. For example, coalmines, oil fields and other natural resources are depleted on company accounting statements. This reduction in the quantity of resources is meant to assist in accurately identifying the value of the asset on the balance sheet
A Few reported, expressed as dollars
Classifications: cash flow statement

DepletionFromCFStatement_1Q, DepletionFromCFStatement_2Q, DepletionFromCFStatement_3Q, DepletionFromCFStatement_4Q, DepletionFromCFStatement_5Q, DepletionFromCFStatement_6Q, DepletionFromCFStatement_7Q, DepletionFromCFStatement_8Q, DepletionFromCFStatement_1Y, DepletionFromCFStatement_2Y, DepletionFromCFStatement_3Y, DepletionFromCFStatement_4Y, DepletionFromCFStatement_5Y, DepletionFromCFStatement_6Y, DepletionFromCFStatement_7Y

Depletion

Used to reduce the value of natural resource
A Few reported, expressed as dollars
Classifications: income statement

Depletion_1Q, Depletion_2Q, Depletion_3Q, Depletion_4Q, Depletion_5Q, Depletion_6Q, Depletion_7Q, Depletion_8Q, Depletion_T12M, Depletion_1Y, Depletion_2Y, Depletion_3Y, Depletion_4Y, Depletion_5Y, Depletion_6Y, Depletion_7Y

Depreciation Amortization Depletion From CF Statement

It is a non cash charge that represents a reduction in the value of fixed assets due to wear, age or obsolescence. This figure also includes amortization of leased property, intangibles, and goodwill, and depletion. This non-cash item is an add-back to the cash flow statement
Normally reported, expressed as dollars
Classifications: cash flow statement

DepreciationAmortizationDepletionFromCFStatement_1Q, DepreciationAmortizationDepletionFromCFStatement_2Q, DepreciationAmortizationDepletionFromCFStatement_3Q, DepreciationAmortizationDepletionFromCFStatement_4Q, DepreciationAmortizationDepletionFromCFStatement_5Q, DepreciationAmortizationDepletionFromCFStatement_6Q, DepreciationAmortizationDepletionFromCFStatement_7Q, DepreciationAmortizationDepletionFromCFStatement_8Q, DepreciationAmortizationDepletionFromCFStatement_1Y, DepreciationAmortizationDepletionFromCFStatement_2Y, DepreciationAmortizationDepletionFromCFStatement_3Y, DepreciationAmortizationDepletionFromCFStatement_4Y, DepreciationAmortizationDepletionFromCFStatement_5Y, DepreciationAmortizationDepletionFromCFStatement_6Y, DepreciationAmortizationDepletionFromCFStatement_7Y

Depreciation Amortization and Depletion

It is a non-cash charge that represents a reduction in the value of fixed assets due to wear, age, or obsolescence. This figure also includes amortization of leased property, intangibles, and goodwill, and depletion
Majority reported, expressed as dollars
Classifications: income statement

DepreciationAmortizationDepletion_1Q, DepreciationAmortizationDepletion_2Q, DepreciationAmortizationDepletion_3Q, DepreciationAmortizationDepletion_4Q, DepreciationAmortizationDepletion_5Q, DepreciationAmortizationDepletion_6Q, DepreciationAmortizationDepletion_7Q, DepreciationAmortizationDepletion_8Q, DepreciationAmortizationDepletion_T12M, DepreciationAmortizationDepletion_1Y, DepreciationAmortizationDepletion_2Y, DepreciationAmortizationDepletion_3Y, DepreciationAmortizationDepletion_4Y, DepreciationAmortizationDepletion_5Y, DepreciationAmortizationDepletion_6Y, DepreciationAmortizationDepletion_7Y

Depreciation And Amortization From CF Statement

The current period expense charged against earnings on long-lived, physical assets used in the normal conduct of business and not intended for resale to allocate or recognize the cost of assets over their useful lives; or to record the reduction in book value of an intangible asset over the benefit period of such asset
Normally reported, expressed as dollars
Classifications: timeframe, depreciation

DepreciationAndAmortizationFromCFStatement_1Q, DepreciationAndAmortizationFromCFStatement_2Q, DepreciationAndAmortizationFromCFStatement_3Q, DepreciationAndAmortizationFromCFStatement_4Q, DepreciationAndAmortizationFromCFStatement_5Q, DepreciationAndAmortizationFromCFStatement_6Q, DepreciationAndAmortizationFromCFStatement_7Q, DepreciationAndAmortizationFromCFStatement_8Q, DepreciationAndAmortizationFromCFStatement_T12M, DepreciationAndAmortizationFromCFStatement_1Y, DepreciationAndAmortizationFromCFStatement_2Y, DepreciationAndAmortizationFromCFStatement_3Y, DepreciationAndAmortizationFromCFStatement_4Y, DepreciationAndAmortizationFromCFStatement_5Y, DepreciationAndAmortizationFromCFStatement_6Y, DepreciationAndAmortizationFromCFStatement_7Y

Depreciation And Amortization

The current period expense charged against earnings on long-lived, physical assets used in the normal conduct of business and not intended for resale to allocate or recognize the cost of assets over their useful lives; or to record the reduction in book value of an intangible asset over the benefit period of such asset. Examples include buildings, production and equipment
Majority reported, expressed as dollars
Classifications: timeframe, depreciation

DepreciationAndAmortization_1Q, DepreciationAndAmortization_2Q, DepreciationAndAmortization_3Q, DepreciationAndAmortization_4Q, DepreciationAndAmortization_5Q, DepreciationAndAmortization_6Q, DepreciationAndAmortization_7Q, DepreciationAndAmortization_8Q, DepreciationAndAmortization_T12M, DepreciationAndAmortization_1Y, DepreciationAndAmortization_2Y, DepreciationAndAmortization_3Y, DepreciationAndAmortization_4Y, DepreciationAndAmortization_5Y, DepreciationAndAmortization_6Y, DepreciationAndAmortization_7Y

Depreciation From CF Statement

An expense recorded to allocate a tangible asset’s cost over its useful life. Since it is a non-cash expense, it increases free cash flow while decreasing reported earnings
Majority reported, expressed as dollars
Classifications: income statement, timeframe, depreciation

DepreciationFromCFStatement_1Q, DepreciationFromCFStatement_2Q, DepreciationFromCFStatement_3Q, DepreciationFromCFStatement_4Q, DepreciationFromCFStatement_5Q, DepreciationFromCFStatement_6Q, DepreciationFromCFStatement_7Q, DepreciationFromCFStatement_8Q, DepreciationFromCFStatement_T12M, DepreciationFromCFStatement_1Y, DepreciationFromCFStatement_2Y, DepreciationFromCFStatement_3Y, DepreciationFromCFStatement_4Y, DepreciationFromCFStatement_5Y, DepreciationFromCFStatement_6Y, DepreciationFromCFStatement_7Y

Depreciation

Used to reduce the value of tangible fixed assets
Some reported, expressed as dollars
Classifications: income statement, timeframe, depreciation

Depreciation_1Q, Depreciation_2Q, Depreciation_3Q, Depreciation_4Q, Depreciation_5Q, Depreciation_6Q, Depreciation_7Q, Depreciation_8Q, Depreciation_T12M, Depreciation_1Y, Depreciation_2Y, Depreciation_3Y, Depreciation_4Y, Depreciation_5Y, Depreciation_6Y, Depreciation_7Y

Derecognition Of Financial Assets Gain Loss

Gain/loss on the write-off of financial assets available-for-sale.
A Few reported, expressed as dollars
Classifications: income statement

DerecognitionOfFinancialAssetsGainLoss_1Q, DerecognitionOfFinancialAssetsGainLoss_2Q, DerecognitionOfFinancialAssetsGainLoss_3Q, DerecognitionOfFinancialAssetsGainLoss_4Q, DerecognitionOfFinancialAssetsGainLoss_5Q, DerecognitionOfFinancialAssetsGainLoss_6Q, DerecognitionOfFinancialAssetsGainLoss_7Q, DerecognitionOfFinancialAssetsGainLoss_8Q, DerecognitionOfFinancialAssetsGainLoss_T12M, DerecognitionOfFinancialAssetsGainLoss_1Y, DerecognitionOfFinancialAssetsGainLoss_2Y, DerecognitionOfFinancialAssetsGainLoss_3Y, DerecognitionOfFinancialAssetsGainLoss_4Y, DerecognitionOfFinancialAssetsGainLoss_5Y, DerecognitionOfFinancialAssetsGainLoss_6Y, DerecognitionOfFinancialAssetsGainLoss_7Y

Derivative Assets

Fair values of assets resulting from contracts that meet the criteria of being accounted for as derivative instruments, net of the effects of master netting arrangements
A Few reported, expressed as dollars
Classifications: balance sheet

DerivativeAssets_1Q, DerivativeAssets_2Q, DerivativeAssets_3Q, DerivativeAssets_4Q, DerivativeAssets_5Q, DerivativeAssets_6Q, DerivativeAssets_7Q, DerivativeAssets_8Q, DerivativeAssets_1Y, DerivativeAssets_2Y, DerivativeAssets_3Y, DerivativeAssets_4Y, DerivativeAssets_5Y, DerivativeAssets_6Y, DerivativeAssets_7Y

Derivative Product Liabilities

Fair values of all liabilities resulting from contracts that meet the criteria of being accounted for as derivative instruments; and which are expected to be extinguished or otherwise disposed of after one year or beyond the normal operating cycle
Some reported, expressed as dollars
Classifications: balance sheet

DerivativeProductLiabilities_1Q, DerivativeProductLiabilities_2Q, DerivativeProductLiabilities_3Q, DerivativeProductLiabilities_4Q, DerivativeProductLiabilities_5Q, DerivativeProductLiabilities_6Q, DerivativeProductLiabilities_7Q, DerivativeProductLiabilities_8Q, DerivativeProductLiabilities_1Y, DerivativeProductLiabilities_2Y, DerivativeProductLiabilities_3Y, DerivativeProductLiabilities_4Y, DerivativeProductLiabilities_5Y, DerivativeProductLiabilities_6Y, DerivativeProductLiabilities_7Y

Diluted Average Shares

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note: If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null
Normally reported and often used, expressed as numbers
Classifications: shares outstanding

DilutedAverageShares_1Q, DilutedAverageShares_2Q, DilutedAverageShares_3Q, DilutedAverageShares_4Q, DilutedAverageShares_5Q, DilutedAverageShares_6Q, DilutedAverageShares_7Q, DilutedAverageShares_8Q, DilutedAverageShares_1Y, DilutedAverageShares_2Y, DilutedAverageShares_3Y, DilutedAverageShares_4Y, DilutedAverageShares_5Y, DilutedAverageShares_6Y, DilutedAverageShares_7Y

EPS Growth Diluted Continuing

The growth in the company’s diluted EPS from continuing operations on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying diluted EPS from continuing operations reported in the Income Statement within the company filings or reports
Normally reported, expressed as numbers
Classifications: income statement, timeframe, earnings per share, income

DilutedContEPSGrowth_1Q, DilutedContEPSGrowth_2Q, DilutedContEPSGrowth_3Q, DilutedContEPSGrowth_4Q, DilutedContEPSGrowth_5Q, DilutedContEPSGrowth_6Q, DilutedContEPSGrowth_7Q, DilutedContEPSGrowth_8Q, DilutedContEPSGrowth_1Y, DilutedContEPSGrowth_2Y, DilutedContEPSGrowth_3Y, DilutedContEPSGrowth_4Y, DilutedContEPSGrowth_5Y, DilutedContEPSGrowth_6Y, DilutedContEPSGrowth_7Y

EPS Diluted Continuous Operations

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock
Normally reported, expressed as dollars
Classifications: income statement, timeframe, earnings per share, income

DilutedContinuousOperations_1Q, DilutedContinuousOperations_2Q, DilutedContinuousOperations_3Q, DilutedContinuousOperations_4Q, DilutedContinuousOperations_5Q, DilutedContinuousOperations_6Q, DilutedContinuousOperations_7Q, DilutedContinuousOperations_8Q, DilutedContinuousOperations_T12M, DilutedContinuousOperations_1Y, DilutedContinuousOperations_2Y, DilutedContinuousOperations_3Y, DilutedContinuousOperations_4Y, DilutedContinuousOperations_5Y, DilutedContinuousOperations_6Y, DilutedContinuousOperations_7Y

EPS Diluted Discontinuous Operations

Diluted EPS from Discontinued Operations is the earnings from discontinued operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This only includes gain or loss from discontinued operations
Normally reported, expressed as dollars
Classifications: earnings per share

DilutedDiscontinuousOperations_1Q, DilutedDiscontinuousOperations_2Q, DilutedDiscontinuousOperations_3Q, DilutedDiscontinuousOperations_4Q, DilutedDiscontinuousOperations_5Q, DilutedDiscontinuousOperations_6Q, DilutedDiscontinuousOperations_7Q, DilutedDiscontinuousOperations_8Q, DilutedDiscontinuousOperations_T12M, DilutedDiscontinuousOperations_1Y, DilutedDiscontinuousOperations_2Y, DilutedDiscontinuousOperations_3Y, DilutedDiscontinuousOperations_4Y, DilutedDiscontinuousOperations_5Y, DilutedDiscontinuousOperations_6Y, DilutedDiscontinuousOperations_7Y

EPS Growth Diluted

The growth in the company’s diluted earnings per share (EPS) on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying diluted EPS reported in the Income Statement within the company filings or reports
Normally reported, expressed as numbers
Classifications: income statement, timeframe, earnings per share, income

DilutedEPSGrowth_1Q, DilutedEPSGrowth_2Q, DilutedEPSGrowth_3Q, DilutedEPSGrowth_4Q, DilutedEPSGrowth_5Q, DilutedEPSGrowth_6Q, DilutedEPSGrowth_7Q, DilutedEPSGrowth_8Q, DilutedEPSGrowth_1Y, DilutedEPSGrowth_2Y, DilutedEPSGrowth_3Y, DilutedEPSGrowth_4Y, DilutedEPSGrowth_5Y, DilutedEPSGrowth_6Y, DilutedEPSGrowth_7Y

EPS Diluted

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS
Normally reported, expressed as dollars
Classifications: income statement, timeframe, earnings per share, income

DilutedEPS_1Q, DilutedEPS_2Q, DilutedEPS_3Q, DilutedEPS_4Q, DilutedEPS_5Q, DilutedEPS_6Q, DilutedEPS_7Q, DilutedEPS_8Q, DilutedEPS_T12M, DilutedEPS_1Y, DilutedEPS_2Y, DilutedEPS_3Y, DilutedEPS_4Y, DilutedEPS_5Y, DilutedEPS_6Y, DilutedEPS_7Y

EPS Diluted Extraordinary

Diluted EPS from Extraordinary Gain/Losses is the gain or loss from extraordinary items divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock
Some reported, expressed as dollars
Classifications: earnings per share

DilutedExtraordinary_1Q, DilutedExtraordinary_2Q, DilutedExtraordinary_3Q, DilutedExtraordinary_4Q, DilutedExtraordinary_5Q, DilutedExtraordinary_6Q, DilutedExtraordinary_7Q, DilutedExtraordinary_8Q, DilutedExtraordinary_T12M, DilutedExtraordinary_1Y, DilutedExtraordinary_2Y, DilutedExtraordinary_3Y, DilutedExtraordinary_4Y, DilutedExtraordinary_5Y, DilutedExtraordinary_6Y, DilutedExtraordinary_7Y

Diluted Net Income

Net income to calculate Diluted EPS, accounting for adjustments assuming that all the convertible instruments are being converted to Common Equity.
Normally reported, expressed as dollars
Classifications: income statement

DilutedNetIncome_1Q, DilutedNetIncome_2Q, DilutedNetIncome_3Q, DilutedNetIncome_4Q, DilutedNetIncome_5Q, DilutedNetIncome_6Q, DilutedNetIncome_7Q, DilutedNetIncome_8Q, DilutedNetIncome_T12M, DilutedNetIncome_1Y, DilutedNetIncome_2Y, DilutedNetIncome_3Y, DilutedNetIncome_4Y, DilutedNetIncome_5Y, DilutedNetIncome_6Y, DilutedNetIncome_7Y

Dilution Income

Adjustments to reported net income to calculate Diluted EPS, by assuming that all convertible instruments are converted to Common Equity. The adjustments usually include the interest expense of debentures when assumed converted and preferred dividends of convertible preferred stock when assumed converted.
Some reported, expressed as dollars
Classifications: income statement

DilutionIncome_1Q, DilutionIncome_2Q, DilutionIncome_3Q, DilutionIncome_4Q, DilutionIncome_5Q, DilutionIncome_6Q, DilutionIncome_7Q, DilutionIncome_8Q, DilutionIncome_T12M, DilutionIncome_1Y, DilutionIncome_2Y, DilutionIncome_3Y, DilutionIncome_4Y, DilutionIncome_5Y, DilutionIncome_6Y, DilutionIncome_7Y

Disposals Income

The difference between the sale price or salvage price and the book value of an asset that was sold or retired during the reporting period.
A Few reported, expressed as dollars
Classifications: cash flow statement

DisposalsIncome_1Q, DisposalsIncome_2Q, DisposalsIncome_3Q, DisposalsIncome_4Q, DisposalsIncome_5Q, DisposalsIncome_6Q, DisposalsIncome_7Q, DisposalsIncome_8Q, DisposalsIncome_T12M, DisposalsIncome_1Y, DisposalsIncome_2Y, DisposalsIncome_3Y, DisposalsIncome_4Y, DisposalsIncome_5Y, DisposalsIncome_6Y, DisposalsIncome_7Y

Dividend Income

Dividends earned from equity investment securities. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

DividendIncome_1Q, DividendIncome_2Q, DividendIncome_3Q, DividendIncome_4Q, DividendIncome_5Q, DividendIncome_6Q, DividendIncome_7Q, DividendIncome_8Q, DividendIncome_T12M, DividendIncome_1Y, DividendIncome_2Y, DividendIncome_3Y, DividendIncome_4Y, DividendIncome_5Y, DividendIncome_6Y, DividendIncome_7Y

Dividend Per Share

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares
Normally reported and often used, expressed as dollars
Classifications: income statement, timeframe, dividend, yield

DividendPerShare_1Q, DividendPerShare_2Q, DividendPerShare_3Q, DividendPerShare_4Q, DividendPerShare_5Q, DividendPerShare_6Q, DividendPerShare_7Q, DividendPerShare_8Q, DividendPerShare_T12M, DividendPerShare_1Y, DividendPerShare_2Y, DividendPerShare_3Y, DividendPerShare_4Y, DividendPerShare_5Y, DividendPerShare_6Y, DividendPerShare_7Y

Dividend Received From Operating

Dividend received on investment, in the Operating Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

DividendReceivedFromOperating_1Q, DividendReceivedFromOperating_2Q, DividendReceivedFromOperating_3Q, DividendReceivedFromOperating_4Q, DividendReceivedFromOperating_5Q, DividendReceivedFromOperating_6Q, DividendReceivedFromOperating_7Q, DividendReceivedFromOperating_8Q, DividendReceivedFromOperating_T12M, DividendReceivedFromOperating_1Y, DividendReceivedFromOperating_2Y, DividendReceivedFromOperating_3Y, DividendReceivedFromOperating_4Y, DividendReceivedFromOperating_5Y, DividendReceivedFromOperating_6Y, DividendReceivedFromOperating_7Y

Dividend Yield

Dividends Per Share over the trailing 12 months / Price
Normally reported and often used, expressed as numbers
Classifications: ratios, computed, dividend

DividendYield

Dividends Payable

Sum of the carrying values of dividends declared but unpaid on equity securities issued and outstanding (also includes dividends collected on behalf of another owner of securities that are being held by entity) by the entity
Some reported, expressed as dollars
Classifications: balance sheet

DividendsPayable_1Q, DividendsPayable_2Q, DividendsPayable_3Q, DividendsPayable_4Q, DividendsPayable_5Q, DividendsPayable_6Q, DividendsPayable_7Q, DividendsPayable_8Q, DividendsPayable_1Y, DividendsPayable_2Y, DividendsPayable_3Y, DividendsPayable_4Y, DividendsPayable_5Y, DividendsPayable_6Y, DividendsPayable_7Y

Dividends Received From Investing

Dividend received on investment, in the Investing Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

DividendsReceivedFromInvesting_1Q, DividendsReceivedFromInvesting_2Q, DividendsReceivedFromInvesting_3Q, DividendsReceivedFromInvesting_4Q, DividendsReceivedFromInvesting_5Q, DividendsReceivedFromInvesting_6Q, DividendsReceivedFromInvesting_7Q, DividendsReceivedFromInvesting_8Q, DividendsReceivedFromInvesting_T12M, DividendsReceivedFromInvesting_1Y, DividendsReceivedFromInvesting_2Y, DividendsReceivedFromInvesting_3Y, DividendsReceivedFromInvesting_4Y, DividendsReceivedFromInvesting_5Y, DividendsReceivedFromInvesting_6Y, DividendsReceivedFromInvesting_7Y

Due From Related Parties Current

Amounts owed to the company from a non-arm’s length entity, due within the company’s current operating cycle.
Some reported, expressed as dollars
Classifications: balance sheet

DueFromRelatedPartiesCurrent_1Q, DueFromRelatedPartiesCurrent_2Q, DueFromRelatedPartiesCurrent_3Q, DueFromRelatedPartiesCurrent_4Q, DueFromRelatedPartiesCurrent_5Q, DueFromRelatedPartiesCurrent_6Q, DueFromRelatedPartiesCurrent_7Q, DueFromRelatedPartiesCurrent_8Q, DueFromRelatedPartiesCurrent_1Y, DueFromRelatedPartiesCurrent_2Y, DueFromRelatedPartiesCurrent_3Y, DueFromRelatedPartiesCurrent_4Y, DueFromRelatedPartiesCurrent_5Y, DueFromRelatedPartiesCurrent_6Y, DueFromRelatedPartiesCurrent_7Y

Due From Related Parties Non Current

Amounts owed to the company from a non-arm’s length entity, due after the company’s current operating cycle.
A Few reported, expressed as dollars
Classifications: balance sheet

DueFromRelatedPartiesNonCurrent_1Q, DueFromRelatedPartiesNonCurrent_2Q, DueFromRelatedPartiesNonCurrent_3Q, DueFromRelatedPartiesNonCurrent_4Q, DueFromRelatedPartiesNonCurrent_5Q, DueFromRelatedPartiesNonCurrent_6Q, DueFromRelatedPartiesNonCurrent_7Q, DueFromRelatedPartiesNonCurrent_8Q, DueFromRelatedPartiesNonCurrent_1Y, DueFromRelatedPartiesNonCurrent_2Y, DueFromRelatedPartiesNonCurrent_3Y, DueFromRelatedPartiesNonCurrent_4Y, DueFromRelatedPartiesNonCurrent_5Y, DueFromRelatedPartiesNonCurrent_6Y, DueFromRelatedPartiesNonCurrent_7Y

Due To Related Parties Current

Amounts owed by the company to a non-arm’s length entity that has to be repaid within the company’s current operating cycle.
Some reported, expressed as dollars
Classifications: balance sheet

DueToRelatedPartiesCurrent_1Q, DueToRelatedPartiesCurrent_2Q, DueToRelatedPartiesCurrent_3Q, DueToRelatedPartiesCurrent_4Q, DueToRelatedPartiesCurrent_5Q, DueToRelatedPartiesCurrent_6Q, DueToRelatedPartiesCurrent_7Q, DueToRelatedPartiesCurrent_8Q, DueToRelatedPartiesCurrent_1Y, DueToRelatedPartiesCurrent_2Y, DueToRelatedPartiesCurrent_3Y, DueToRelatedPartiesCurrent_4Y, DueToRelatedPartiesCurrent_5Y, DueToRelatedPartiesCurrent_6Y, DueToRelatedPartiesCurrent_7Y

Due To Related Parties Non Current

Amounts owed by the company to a non-arm’s length entity that has to be repaid after the company’s current operating cycle.
A Few reported, expressed as dollars
Classifications: balance sheet

DueToRelatedPartiesNonCurrent_1Q, DueToRelatedPartiesNonCurrent_2Q, DueToRelatedPartiesNonCurrent_3Q, DueToRelatedPartiesNonCurrent_4Q, DueToRelatedPartiesNonCurrent_5Q, DueToRelatedPartiesNonCurrent_6Q, DueToRelatedPartiesNonCurrent_7Q, DueToRelatedPartiesNonCurrent_8Q, DueToRelatedPartiesNonCurrent_1Y, DueToRelatedPartiesNonCurrent_2Y, DueToRelatedPartiesNonCurrent_3Y, DueToRelatedPartiesNonCurrent_4Y, DueToRelatedPartiesNonCurrent_5Y, DueToRelatedPartiesNonCurrent_6Y, DueToRelatedPartiesNonCurrent_7Y

EBITDA Margin

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: EBITDA / Revenue
Normally reported, expressed as numbers
Classifications: earnings before interest taxes depreciation and amortization

EBITDAMargin_1Q, EBITDAMargin_2Q, EBITDAMargin_3Q, EBITDAMargin_4Q, EBITDAMargin_5Q, EBITDAMargin_6Q, EBITDAMargin_7Q, EBITDAMargin_8Q, EBITDAMargin_1Y, EBITDAMargin_2Y, EBITDAMargin_3Y, EBITDAMargin_4Y, EBITDAMargin_5Y, EBITDAMargin_6Y, EBITDAMargin_7Y

EBITDA

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses
Normally reported, expressed as dollars
Classifications: income statement, earnings before interest taxes depreciation amortization

EBITDA_1Q, EBITDA_2Q, EBITDA_3Q, EBITDA_4Q, EBITDA_5Q, EBITDA_6Q, EBITDA_7Q, EBITDA_8Q, EBITDA_T12M, EBITDA_1Y, EBITDA_2Y, EBITDA_3Y, EBITDA_4Y, EBITDA_5Y, EBITDA_6Y, EBITDA_7Y

EBIT Margin

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: EBIT / Revenue
Normally reported, expressed as numbers
Classifications: earnings before interest taxes

EBITMargin_1Q, EBITMargin_2Q, EBITMargin_3Q, EBITMargin_4Q, EBITMargin_5Q, EBITMargin_6Q, EBITMargin_7Q, EBITMargin_8Q, EBITMargin_1Y, EBITMargin_2Y, EBITMargin_3Y, EBITMargin_4Y, EBITMargin_5Y, EBITMargin_6Y, EBITMargin_7Y

EBIT

Earnings minus expenses (excluding interest and tax expenses
Normally reported, expressed as dollars
Classifications: income statement, earnings before interest taxes

EBIT_1Q, EBIT_2Q, EBIT_3Q, EBIT_4Q, EBIT_5Q, EBIT_6Q, EBIT_7Q, EBIT_8Q, EBIT_T12M, EBIT_1Y, EBIT_2Y, EBIT_3Y, EBIT_4Y, EBIT_5Y, EBIT_6Y, EBIT_7Y

EPS

Basic EPS is the bottom line net income divided by the weighted average number of common shares outstanding
Normally reported and often used, expressed as dollars
Classifications: income statement, timeframe, earnings per share, income

EPS_1Q, EPS_2Q, EPS_3Q, EPS_4Q, EPS_5Q, EPS_6Q, EPS_7Q, EPS_8Q, EPS_T12M, EPS_1Y, EPS_2Y, EPS_3Y, EPS_4Y, EPS_5Y, EPS_6Y, EPS_7Y

EVT to EBITDA

This reflects the fair market value of a company, and allows comparability to other companies as this is capital structure-nuetral
Majority reported, expressed as numbers
Classifications: ratios, computed

EVToEBITDA

Earning Yield

Diluted EPS / Price
Normally reported, expressed as numbers
Classifications: computed, multiples, ratios, net income

EarningYield

Earnings From Equity Interest

The earnings from equity interest can be a result of any of the following: Income from earnings distribution of the business, either as dividends paid to corporate shareholders or as drawings in a partnership; Capital gain realized upon sale of the business; Capital gain realized from selling his or her interest to other partners. This item is usually not available for bank and insurance industries
Some reported, expressed as dollars
Classifications: income statement

EarningsFromEquityInterest_1Q, EarningsFromEquityInterest_2Q, EarningsFromEquityInterest_3Q, EarningsFromEquityInterest_4Q, EarningsFromEquityInterest_5Q, EarningsFromEquityInterest_6Q, EarningsFromEquityInterest_7Q, EarningsFromEquityInterest_8Q, EarningsFromEquityInterest_T12M, EarningsFromEquityInterest_1Y, EarningsFromEquityInterest_2Y, EarningsFromEquityInterest_3Y, EarningsFromEquityInterest_4Y, EarningsFromEquityInterest_5Y, EarningsFromEquityInterest_6Y, EarningsFromEquityInterest_7Y

Earnings Losses From Equity Investments

This item represents the entity’s proportionate share for the period of the net income (loss) of its investee (such as unconsolidated subsidiaries and joint ventures) to which the equity method of accounting is applied. The amount typically reflects adjustments
Some reported, expressed as dollars
Classifications: cash flow statement

EarningsLossesFromEquityInvestments_1Q, EarningsLossesFromEquityInvestments_2Q, EarningsLossesFromEquityInvestments_3Q, EarningsLossesFromEquityInvestments_4Q, EarningsLossesFromEquityInvestments_5Q, EarningsLossesFromEquityInvestments_6Q, EarningsLossesFromEquityInvestments_7Q, EarningsLossesFromEquityInvestments_8Q, EarningsLossesFromEquityInvestments_T12M, EarningsLossesFromEquityInvestments_1Y, EarningsLossesFromEquityInvestments_2Y, EarningsLossesFromEquityInvestments_3Y, EarningsLossesFromEquityInvestments_4Y, EarningsLossesFromEquityInvestments_5Y, EarningsLossesFromEquityInvestments_6Y, EarningsLossesFromEquityInvestments_7Y

Effect Of Exchange Rate Changes

The effect of exchange rate changes on cash balances held in foreign currencies
Majority reported, expressed as dollars
Classifications: cash flow, timeframe, earnings

EffectOfExchangeRateChanges_1Q, EffectOfExchangeRateChanges_2Q, EffectOfExchangeRateChanges_3Q, EffectOfExchangeRateChanges_4Q, EffectOfExchangeRateChanges_5Q, EffectOfExchangeRateChanges_6Q, EffectOfExchangeRateChanges_7Q, EffectOfExchangeRateChanges_8Q, EffectOfExchangeRateChanges_T12M, EffectOfExchangeRateChanges_1Y, EffectOfExchangeRateChanges_2Y, EffectOfExchangeRateChanges_3Y, EffectOfExchangeRateChanges_4Y, EffectOfExchangeRateChanges_5Y, EffectOfExchangeRateChanges_6Y, EffectOfExchangeRateChanges_7Y

Electric Utility Plant

The amount for the electric plant related to the utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

ElectricUtilityPlant_1Q, ElectricUtilityPlant_2Q, ElectricUtilityPlant_3Q, ElectricUtilityPlant_4Q, ElectricUtilityPlant_5Q, ElectricUtilityPlant_6Q, ElectricUtilityPlant_7Q, ElectricUtilityPlant_8Q, ElectricUtilityPlant_1Y, ElectricUtilityPlant_2Y, ElectricUtilityPlant_3Y, ElectricUtilityPlant_4Y, ElectricUtilityPlant_5Y, ElectricUtilityPlant_6Y, ElectricUtilityPlant_7Y

Employee Benefits

Carrying amount as of the balance sheet date of the portion of the obligations recognized for the various benefits provided to former or inactive employees, their beneficiaries, and covered dependents after employment but before retirement
Some reported, expressed as dollars
Classifications: balance sheet

EmployeeBenefits_1Q, EmployeeBenefits_2Q, EmployeeBenefits_3Q, EmployeeBenefits_4Q, EmployeeBenefits_5Q, EmployeeBenefits_6Q, EmployeeBenefits_7Q, EmployeeBenefits_8Q, EmployeeBenefits_1Y, EmployeeBenefits_2Y, EmployeeBenefits_3Y, EmployeeBenefits_4Y, EmployeeBenefits_5Y, EmployeeBenefits_6Y, EmployeeBenefits_7Y

End Cash Position

The cash and cash equivalents balance at the end of the accounting period, as indicated on the Cash Flow statement. It is equal to the Beginning Cash and Equivalents, plus the Net Change in Cash and Equivalents
Normally reported, expressed as dollars
Classifications: cash flow statement

EndCashPosition_1Q, EndCashPosition_2Q, EndCashPosition_3Q, EndCashPosition_4Q, EndCashPosition_5Q, EndCashPosition_6Q, EndCashPosition_7Q, EndCashPosition_8Q, EndCashPosition_1Y, EndCashPosition_2Y, EndCashPosition_3Y, EndCashPosition_4Y, EndCashPosition_5Y, EndCashPosition_6Y, EndCashPosition_7Y

Enterprise Value

This number tells you what cash return you would get if you bought the entire company, including its debt. Enterprise Value = Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased – Cash, Cash Equivalent And Market Securities – Securities Purchased with Agreement to Resell – Securities Borrowed
Normally reported and often used, expressed as dollars
Classifications: value

EnterpriseValue

Equipment

Equipment expenses include depreciation, repairs, rentals, and service contract costs. This also includes equipment purchases which do not qualify for capitalization in accordance with the entity’s accounting policy. This item may also include furniture expenses. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

Equipment_1Q, Equipment_2Q, Equipment_3Q, Equipment_4Q, Equipment_5Q, Equipment_6Q, Equipment_7Q, Equipment_8Q, Equipment_T12M, Equipment_1Y, Equipment_2Y, Equipment_3Y, Equipment_4Y, Equipment_5Y, Equipment_6Y, Equipment_7Y

Equity Interest Net Of Tax Income

Income from other equity interest reported after Provision of Tax. This applies to all industries.
Some reported, expressed as dollars
Classifications: income statement

EquityInterestNetOfTaxIncome_1Q, EquityInterestNetOfTaxIncome_2Q, EquityInterestNetOfTaxIncome_3Q, EquityInterestNetOfTaxIncome_4Q, EquityInterestNetOfTaxIncome_5Q, EquityInterestNetOfTaxIncome_6Q, EquityInterestNetOfTaxIncome_7Q, EquityInterestNetOfTaxIncome_8Q, EquityInterestNetOfTaxIncome_T12M, EquityInterestNetOfTaxIncome_1Y, EquityInterestNetOfTaxIncome_2Y, EquityInterestNetOfTaxIncome_3Y, EquityInterestNetOfTaxIncome_4Y, EquityInterestNetOfTaxIncome_5Y, EquityInterestNetOfTaxIncome_6Y, EquityInterestNetOfTaxIncome_7Y

Equity Investments

This asset represents equity securities categorized neither as held-to-maturity nor trading
A Few reported, expressed as dollars
Classifications: balance sheet

EquityInvestments_1Q, EquityInvestments_2Q, EquityInvestments_3Q, EquityInvestments_4Q, EquityInvestments_5Q, EquityInvestments_6Q, EquityInvestments_7Q, EquityInvestments_8Q, EquityInvestments_1Y, EquityInvestments_2Y, EquityInvestments_3Y, EquityInvestments_4Y, EquityInvestments_5Y, EquityInvestments_6Y, EquityInvestments_7Y

Equity Per Share Growth

The growth in the company’s book value per share on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying equity and end of period shares outstanding reported in the company filings or reports
Normally reported, expressed as numbers
Classifications: common equity

EquityPerShareGrowth_1Q, EquityPerShareGrowth_2Q, EquityPerShareGrowth_3Q, EquityPerShareGrowth_4Q, EquityPerShareGrowth_5Q, EquityPerShareGrowth_6Q, EquityPerShareGrowth_7Q, EquityPerShareGrowth_8Q, EquityPerShareGrowth_1Y, EquityPerShareGrowth_2Y, EquityPerShareGrowth_3Y, EquityPerShareGrowth_4Y, EquityPerShareGrowth_5Y, EquityPerShareGrowth_6Y, EquityPerShareGrowth_7Y

Excess Tax Benefit From Stock Based Compensation

Reductions in the entity’s income taxes that arise when compensation cost (from non-qualified share-based compensation) recognized on the entities tax return exceeds compensation cost from share-based compensation recognized in financial statements. This element reduces net cash provided by operating activities
Some reported, expressed as dollars
Classifications: cash flow statement

ExcessTaxBenefitFromStockBasedCompensation_1Q, ExcessTaxBenefitFromStockBasedCompensation_2Q, ExcessTaxBenefitFromStockBasedCompensation_3Q, ExcessTaxBenefitFromStockBasedCompensation_4Q, ExcessTaxBenefitFromStockBasedCompensation_5Q, ExcessTaxBenefitFromStockBasedCompensation_6Q, ExcessTaxBenefitFromStockBasedCompensation_7Q, ExcessTaxBenefitFromStockBasedCompensation_8Q, ExcessTaxBenefitFromStockBasedCompensation_1Y, ExcessTaxBenefitFromStockBasedCompensation_2Y, ExcessTaxBenefitFromStockBasedCompensation_3Y, ExcessTaxBenefitFromStockBasedCompensation_4Y, ExcessTaxBenefitFromStockBasedCompensation_5Y, ExcessTaxBenefitFromStockBasedCompensation_6Y, ExcessTaxBenefitFromStockBasedCompensation_7Y

Excise Taxes

Excise taxes are taxes paid when purchases are made on a specific good, such as gasoline. Excise taxes are often included in the price of the product. There are also excise taxes on activities, such as on wagering or on highway usage by trucks
A Few reported, expressed as dollars
Classifications: income statement

ExciseTaxes_1Q, ExciseTaxes_2Q, ExciseTaxes_3Q, ExciseTaxes_4Q, ExciseTaxes_5Q, ExciseTaxes_6Q, ExciseTaxes_7Q, ExciseTaxes_8Q, ExciseTaxes_T12M, ExciseTaxes_1Y, ExciseTaxes_2Y, ExciseTaxes_3Y, ExciseTaxes_4Y, ExciseTaxes_5Y, ExciseTaxes_6Y, ExciseTaxes_7Y

Exploration Development And Mineral Property Lease Expenses

Costs incurred in identifying areas that may warrant examination and in examining specific areas that are considered to have prospects of containing energy or metal reserves, including costs of drilling exploratory wells. Development expense is the capitalized costs incurred to obtain access to proved reserves and to provide facilities for extracting, treating, gathering and storing the energy and metal. Mineral property includes oil and gas wells, mines, and other natural deposits (including geothermal deposits). The payment for leasing those properties is called mineral property lease expense. Exploration expense is included in operation expenses for mining industry
A Few reported, expressed as dollars
Classifications: income statement

ExplorationDevelopmentAndMineralPropertyLeaseExpenses_1Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_2Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_3Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_4Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_5Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_6Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_7Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_8Q, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_T12M, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_1Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_2Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_3Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_4Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_5Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_6Y, ExplorationDevelopmentAndMineralPropertyLeaseExpenses_7Y

Extinguishment Of Debt Loss

Loss on extinguishment of debt is the accounting loss that results from a debt extinguishment. A debt shall be accounted for as having been extinguished in a number of circumstances, including when it has been settled through repayment or replacement by another liability. It generally results in an accounting gain or loss. Amount represents the difference between the fair value of the payments made and the carrying amount of the debt at the time of its extinguishment.
A Few reported, expressed as dollars
Classifications: income statement

ExtinguishmentOfDebtLoss_1Q, ExtinguishmentOfDebtLoss_2Q, ExtinguishmentOfDebtLoss_3Q, ExtinguishmentOfDebtLoss_4Q, ExtinguishmentOfDebtLoss_5Q, ExtinguishmentOfDebtLoss_6Q, ExtinguishmentOfDebtLoss_7Q, ExtinguishmentOfDebtLoss_8Q, ExtinguishmentOfDebtLoss_T12M, ExtinguishmentOfDebtLoss_1Y, ExtinguishmentOfDebtLoss_2Y, ExtinguishmentOfDebtLoss_3Y, ExtinguishmentOfDebtLoss_4Y, ExtinguishmentOfDebtLoss_5Y, ExtinguishmentOfDebtLoss_6Y, ExtinguishmentOfDebtLoss_7Y

FCF Per Share

Free Cash Flow / Average Diluted Shares Outstanding
Normally reported, expressed as dollars
Classifications: cash flow, timeframe, free cash flow

FCFPerShare

FCF Ratio

Adjusted close price/ Free Cash Flow Per Share. If the result is negative or zero, then null
Normally reported, expressed as numbers
Classifications: free cash flow,

FCFRatio

FCF Yield

FCFPerShare / Price
Normally reported, expressed as numbers
Classifications: free cash flow,

FCFYield

Federal Funds Purchased And Securities Sold Under Agreement To Repurchase

This liability refers to the amount shown on the books that a bank with insufficient reserves borrows, at the federal funds rate, from another bank to meet its reserve requirements; and the amount of securities that an institution sells and agrees to repurchase at a specified date for a specified price, net of any reductions or offsets
A Few reported, expressed as dollars
Classifications: balance sheet

FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_1Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_2Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_3Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_4Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_5Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_6Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_7Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_8Q, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_1Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_2Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_3Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_4Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_5Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_6Y, FederalFundsPurchasedAndSecuritiesSoldUnderAgreementToRepurchase_7Y

Federal Funds Purchased

The amount borrowed by a bank, at the federal funds rate, from another bank to meet its reserve requirements. This item is typically available for the bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

FederalFundsPurchased_1Q, FederalFundsPurchased_2Q, FederalFundsPurchased_3Q, FederalFundsPurchased_4Q, FederalFundsPurchased_5Q, FederalFundsPurchased_6Q, FederalFundsPurchased_7Q, FederalFundsPurchased_8Q, FederalFundsPurchased_1Y, FederalFundsPurchased_2Y, FederalFundsPurchased_3Y, FederalFundsPurchased_4Y, FederalFundsPurchased_5Y, FederalFundsPurchased_6Y, FederalFundsPurchased_7Y

Federal Funds Sold And Securities Purchase Under Agreements To Resell

This asset refers to very-short-term loans of funds to other banks and securities dealers
A Few reported, expressed as dollars
Classifications: balance sheet

FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_8Q, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Y, FederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Y

Federal Funds Sold

Federal funds transactions involve lending (federal funds sold) or borrowing (federal funds purchased) of immediately available reserve balances. This item is typically available for the bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

FederalFundsSold_1Q, FederalFundsSold_2Q, FederalFundsSold_3Q, FederalFundsSold_4Q, FederalFundsSold_5Q, FederalFundsSold_6Q, FederalFundsSold_7Q, FederalFundsSold_8Q, FederalFundsSold_1Y, FederalFundsSold_2Y, FederalFundsSold_3Y, FederalFundsSold_4Y, FederalFundsSold_5Y, FederalFundsSold_6Y, FederalFundsSold_7Y

Federal Home Loan Bank Stock

Federal Home Loan Bank stock represents an equity interest in a FHLB. It does not have a readily determinable fair value because its ownership is restricted and it lacks a market (liquidity). This item is typically available for the bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

FederalHomeLoanBankStock_1Q, FederalHomeLoanBankStock_2Q, FederalHomeLoanBankStock_3Q, FederalHomeLoanBankStock_4Q, FederalHomeLoanBankStock_5Q, FederalHomeLoanBankStock_6Q, FederalHomeLoanBankStock_7Q, FederalHomeLoanBankStock_8Q, FederalHomeLoanBankStock_1Y, FederalHomeLoanBankStock_2Y, FederalHomeLoanBankStock_3Y, FederalHomeLoanBankStock_4Y, FederalHomeLoanBankStock_5Y, FederalHomeLoanBankStock_6Y, FederalHomeLoanBankStock_7Y

Fee Revenue And Other Income

The aggregate amount of fees, commissions, and other income
A Few reported, expressed as dollars
Classifications: income statement

FeeRevenueAndOtherIncome_1Q, FeeRevenueAndOtherIncome_2Q, FeeRevenueAndOtherIncome_3Q, FeeRevenueAndOtherIncome_4Q, FeeRevenueAndOtherIncome_5Q, FeeRevenueAndOtherIncome_6Q, FeeRevenueAndOtherIncome_7Q, FeeRevenueAndOtherIncome_8Q, FeeRevenueAndOtherIncome_T12M, FeeRevenueAndOtherIncome_1Y, FeeRevenueAndOtherIncome_2Y, FeeRevenueAndOtherIncome_3Y, FeeRevenueAndOtherIncome_4Y, FeeRevenueAndOtherIncome_5Y, FeeRevenueAndOtherIncome_6Y, FeeRevenueAndOtherIncome_7Y

Fees And Commission Expense

Cost incurred by bank and insurance companies for fees and commission income.
A Few reported, expressed as dollars
Classifications: income statement

FeesAndCommissionExpense_1Q, FeesAndCommissionExpense_2Q, FeesAndCommissionExpense_3Q, FeesAndCommissionExpense_4Q, FeesAndCommissionExpense_5Q, FeesAndCommissionExpense_6Q, FeesAndCommissionExpense_7Q, FeesAndCommissionExpense_8Q, FeesAndCommissionExpense_T12M, FeesAndCommissionExpense_1Y, FeesAndCommissionExpense_2Y, FeesAndCommissionExpense_3Y, FeesAndCommissionExpense_4Y, FeesAndCommissionExpense_5Y, FeesAndCommissionExpense_6Y, FeesAndCommissionExpense_7Y

Fees And Commission Income

Fees and commission income earned by bank and insurance companies on the rendering services.
A Few reported, expressed as dollars
Classifications: income statement

FeesAndCommissionIncome_1Q, FeesAndCommissionIncome_2Q, FeesAndCommissionIncome_3Q, FeesAndCommissionIncome_4Q, FeesAndCommissionIncome_5Q, FeesAndCommissionIncome_6Q, FeesAndCommissionIncome_7Q, FeesAndCommissionIncome_8Q, FeesAndCommissionIncome_T12M, FeesAndCommissionIncome_1Y, FeesAndCommissionIncome_2Y, FeesAndCommissionIncome_3Y, FeesAndCommissionIncome_4Y, FeesAndCommissionIncome_5Y, FeesAndCommissionIncome_6Y, FeesAndCommissionIncome_7Y

Fees And Commissions

Total fees and commissions earned from providing services such as leasing of space or maintaining: (1) depositor accounts; (2) transfer agent; (3) fiduciary and trust; (4) brokerage and underwriting; (5) mortgage; (6) credit cards; (7) correspondent clearing; and (8) other such services and activities performed for others. This item is usually available for bank and insurance industries
Some reported, expressed as dollars
Classifications: income statement

FeesAndCommissions_1Q, FeesAndCommissions_2Q, FeesAndCommissions_3Q, FeesAndCommissions_4Q, FeesAndCommissions_5Q, FeesAndCommissions_6Q, FeesAndCommissions_7Q, FeesAndCommissions_8Q, FeesAndCommissions_T12M, FeesAndCommissions_1Y, FeesAndCommissions_2Y, FeesAndCommissions_3Y, FeesAndCommissions_4Y, FeesAndCommissions_5Y, FeesAndCommissions_6Y, FeesAndCommissions_7Y

Financial Assets

Fair values as of the balance sheet date of all assets resulting from contracts that meet the criteria of being accounted for as derivative instruments, net of the effects of master netting arrangements
Some reported, expressed as dollars
Classifications: balance sheet

FinancialAssets_1Q, FinancialAssets_2Q, FinancialAssets_3Q, FinancialAssets_4Q, FinancialAssets_5Q, FinancialAssets_6Q, FinancialAssets_7Q, FinancialAssets_8Q, FinancialAssets_1Y, FinancialAssets_2Y, FinancialAssets_3Y, FinancialAssets_4Y, FinancialAssets_5Y, FinancialAssets_6Y, FinancialAssets_7Y

Financial Instruments Sold Under Agreements To Repurchase

The carrying value as of the balance sheet date of securities that an institution sells and agrees to repurchase (the identical or substantially the same securities) as a seller-borrower at a specified date for a specified price, also known as a repurchase agreement. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

FinancialInstrumentsSoldUnderAgreementsToRepurchase_1Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_2Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_3Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_4Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_5Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_6Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_7Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_8Q, FinancialInstrumentsSoldUnderAgreementsToRepurchase_1Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_2Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_3Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_4Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_5Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_6Y, FinancialInstrumentsSoldUnderAgreementsToRepurchase_7Y

Financial Leverage

Refers to the ratio of Total Assets to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: Total Assets / Common Equity. [Note: Common Equity = Total Shareholder’s Equity – Preferred Stock
Normally reported, expressed as numbers
Classifications: balance sheet

FinancialLeverage_1Q, FinancialLeverage_2Q, FinancialLeverage_3Q, FinancialLeverage_4Q, FinancialLeverage_5Q, FinancialLeverage_6Q, FinancialLeverage_7Q, FinancialLeverage_8Q, FinancialLeverage_1Y, FinancialLeverage_2Y, FinancialLeverage_3Y, FinancialLeverage_4Y, FinancialLeverage_5Y, FinancialLeverage_6Y, FinancialLeverage_7Y

Financial Liabilities Current

Financial related liabilities due within one year, including short term and current portions of long-term debt, capital leases and derivative liabilities.
A Few reported, expressed as dollars
Classifications: balance sheet

FinancialLiabilitiesCurrent_1Q, FinancialLiabilitiesCurrent_2Q, FinancialLiabilitiesCurrent_3Q, FinancialLiabilitiesCurrent_4Q, FinancialLiabilitiesCurrent_5Q, FinancialLiabilitiesCurrent_6Q, FinancialLiabilitiesCurrent_7Q, FinancialLiabilitiesCurrent_8Q, FinancialLiabilitiesCurrent_1Y, FinancialLiabilitiesCurrent_2Y, FinancialLiabilitiesCurrent_3Y, FinancialLiabilitiesCurrent_4Y, FinancialLiabilitiesCurrent_5Y, FinancialLiabilitiesCurrent_6Y, FinancialLiabilitiesCurrent_7Y

Financial Liabilities Non Current

Financial related liabilities due beyond one year, including long term debt, capital leases and derivative liabilities.
A Few reported, expressed as dollars
Classifications: balance sheet

FinancialLiabilitiesNonCurrent_1Q, FinancialLiabilitiesNonCurrent_2Q, FinancialLiabilitiesNonCurrent_3Q, FinancialLiabilitiesNonCurrent_4Q, FinancialLiabilitiesNonCurrent_5Q, FinancialLiabilitiesNonCurrent_6Q, FinancialLiabilitiesNonCurrent_7Q, FinancialLiabilitiesNonCurrent_8Q, FinancialLiabilitiesNonCurrent_1Y, FinancialLiabilitiesNonCurrent_2Y, FinancialLiabilitiesNonCurrent_3Y, FinancialLiabilitiesNonCurrent_4Y, FinancialLiabilitiesNonCurrent_5Y, FinancialLiabilitiesNonCurrent_6Y, FinancialLiabilitiesNonCurrent_7Y

Financing Cash Flow

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity
Normally reported, expressed as dollars
Classifications: cash flow, timeframe, cash

FinancingCashFlow_1Q, FinancingCashFlow_2Q, FinancingCashFlow_3Q, FinancingCashFlow_4Q, FinancingCashFlow_5Q, FinancingCashFlow_6Q, FinancingCashFlow_7Q, FinancingCashFlow_8Q, FinancingCashFlow_T12M, FinancingCashFlow_1Y, FinancingCashFlow_2Y, FinancingCashFlow_3Y, FinancingCashFlow_4Y, FinancingCashFlow_5Y, FinancingCashFlow_6Y, FinancingCashFlow_7Y

Finished Goods

The carrying amount as of the balance sheet date of merchandise or goods held by the company that are readily available for sale. This item is typically available for mining and manufacturing industries
Some reported, expressed as dollars
Classifications: balance sheet

FinishedGoods_1Q, FinishedGoods_2Q, FinishedGoods_3Q, FinishedGoods_4Q, FinishedGoods_5Q, FinishedGoods_6Q, FinishedGoods_7Q, FinishedGoods_8Q, FinishedGoods_1Y, FinishedGoods_2Y, FinishedGoods_3Y, FinishedGoods_4Y, FinishedGoods_5Y, FinishedGoods_6Y, FinishedGoods_7Y

Fiscal Year End

The Month of the company’s latest fiscal year
Normally reported, expressed as Date
Classifications: Date

FiscalYearEnd

Fix Assets Turnover

Revenue / Average PP&E
Normally reported, expressed as numbers
Classifications: balance sheet,

FixAssetsTuronver_1Q, FixAssetsTuronver_2Q, FixAssetsTuronver_3Q, FixAssetsTuronver_4Q, FixAssetsTuronver_5Q, FixAssetsTuronver_6Q, FixAssetsTuronver_7Q, FixAssetsTuronver_8Q, FixAssetsTuronver_1Y, FixAssetsTuronver_2Y, FixAssetsTuronver_3Y, FixAssetsTuronver_4Y, FixAssetsTuronver_5Y, FixAssetsTuronver_6Y, FixAssetsTuronver_7Y

Fixed Maturity Investments

This asset refers to types of investments that may be contained within the fixed maturity category which securities are having a stated final repayment date. Examples of items within this category may include bonds, including convertibles and bonds with warrants, and redeemable preferred stocks
A Few reported, expressed as dollars
Classifications: balance sheet

FixedMaturityInvestments_1Q, FixedMaturityInvestments_2Q, FixedMaturityInvestments_3Q, FixedMaturityInvestments_4Q, FixedMaturityInvestments_5Q, FixedMaturityInvestments_6Q, FixedMaturityInvestments_7Q, FixedMaturityInvestments_8Q, FixedMaturityInvestments_1Y, FixedMaturityInvestments_2Y, FixedMaturityInvestments_3Y, FixedMaturityInvestments_4Y, FixedMaturityInvestments_5Y, FixedMaturityInvestments_6Y, FixedMaturityInvestments_7Y

Flight Fleet Vehicle And Related Equipment

It is one of the important fixed assets for transportation industry, which includes bicycles, cars, motorcycles, trains, ships, boats, and aircraft. This item is typically available for transportation industry
A Few reported, expressed as dollars
Classifications: balance sheet

FlightFleetVehicleAndRelatedEquipments_1Q, FlightFleetVehicleAndRelatedEquipments_2Q, FlightFleetVehicleAndRelatedEquipments_3Q, FlightFleetVehicleAndRelatedEquipments_4Q, FlightFleetVehicleAndRelatedEquipments_5Q, FlightFleetVehicleAndRelatedEquipments_6Q, FlightFleetVehicleAndRelatedEquipments_7Q, FlightFleetVehicleAndRelatedEquipments_8Q, FlightFleetVehicleAndRelatedEquipments_1Y, FlightFleetVehicleAndRelatedEquipments_2Y, FlightFleetVehicleAndRelatedEquipments_3Y, FlightFleetVehicleAndRelatedEquipments_4Y, FlightFleetVehicleAndRelatedEquipments_5Y, FlightFleetVehicleAndRelatedEquipments_6Y, FlightFleetVehicleAndRelatedEquipments_7Y

Foreclosed Assets

The carrying amount as of the balance sheet date of all assets obtained in full or partial satisfaction of a debt arrangement through foreclosure proceedings or defeasance; includes real and personal property; equity interests in corporations, partnerships, and joint ventures; and beneficial interest in trusts. This item is typically typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

ForeclosedAssets_1Q, ForeclosedAssets_2Q, ForeclosedAssets_3Q, ForeclosedAssets_4Q, ForeclosedAssets_5Q, ForeclosedAssets_6Q, ForeclosedAssets_7Q, ForeclosedAssets_8Q, ForeclosedAssets_1Y, ForeclosedAssets_2Y, ForeclosedAssets_3Y, ForeclosedAssets_4Y, ForeclosedAssets_5Y, ForeclosedAssets_6Y, ForeclosedAssets_7Y

Foreign Currency Translation Adjustments

Changes to accumulated comprehensive income that results from the process of translating subsidiary financial statements and foreign equity investments into functional currency of the reporting company
Some reported, expressed as dollars
Classifications: balance sheet

ForeignCurrencyTranslationAdjustments_1Q, ForeignCurrencyTranslationAdjustments_2Q, ForeignCurrencyTranslationAdjustments_3Q, ForeignCurrencyTranslationAdjustments_4Q, ForeignCurrencyTranslationAdjustments_5Q, ForeignCurrencyTranslationAdjustments_6Q, ForeignCurrencyTranslationAdjustments_7Q, ForeignCurrencyTranslationAdjustments_8Q, ForeignCurrencyTranslationAdjustments_1Y, ForeignCurrencyTranslationAdjustments_2Y, ForeignCurrencyTranslationAdjustments_3Y, ForeignCurrencyTranslationAdjustments_4Y, ForeignCurrencyTranslationAdjustments_5Y, ForeignCurrencyTranslationAdjustments_6Y, ForeignCurrencyTranslationAdjustments_7Y

Foreign Exchange Trading Gains

Trading revenues that result from foreign exchange exposures such as cash instruments and off-balance sheet derivative instruments. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

ForeignExchangeTradingGains_1Q, ForeignExchangeTradingGains_2Q, ForeignExchangeTradingGains_3Q, ForeignExchangeTradingGains_4Q, ForeignExchangeTradingGains_5Q, ForeignExchangeTradingGains_6Q, ForeignExchangeTradingGains_7Q, ForeignExchangeTradingGains_8Q, ForeignExchangeTradingGains_T12M, ForeignExchangeTradingGains_1Y, ForeignExchangeTradingGains_2Y, ForeignExchangeTradingGains_3Y, ForeignExchangeTradingGains_4Y, ForeignExchangeTradingGains_5Y, ForeignExchangeTradingGains_6Y, ForeignExchangeTradingGains_7Y

Free Cash Flow

Cash Flow Operations minus Capital Expenditures
Normally reported and often used, expressed as dollars
Classifications: cash flow statement, fcf

FreeCashFlow_1Q, FreeCashFlow_2Q, FreeCashFlow_3Q, FreeCashFlow_4Q, FreeCashFlow_5Q, FreeCashFlow_6Q, FreeCashFlow_7Q, FreeCashFlow_8Q, FreeCashFlow_T12M, FreeCashFlow_1Y, FreeCashFlow_2Y, FreeCashFlow_3Y, FreeCashFlow_4Y, FreeCashFlow_5Y, FreeCashFlow_6Y, FreeCashFlow_7Y

Fuel And Purchase Power

Cost of fuel, purchase power and gas associated with revenue generation. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: income statement

FuelAndPurchasePower_1Q, FuelAndPurchasePower_2Q, FuelAndPurchasePower_3Q, FuelAndPurchasePower_4Q, FuelAndPurchasePower_5Q, FuelAndPurchasePower_6Q, FuelAndPurchasePower_7Q, FuelAndPurchasePower_8Q, FuelAndPurchasePower_T12M, FuelAndPurchasePower_1Y, FuelAndPurchasePower_2Y, FuelAndPurchasePower_3Y, FuelAndPurchasePower_4Y, FuelAndPurchasePower_5Y, FuelAndPurchasePower_6Y, FuelAndPurchasePower_7Y

Fuel

The aggregate amount of fuel cost for current period associated with the revenue generation. This item is usually only available for transportation industry
A Few reported, expressed as dollars
Classifications: income statement

Fuel_1Q, Fuel_2Q, Fuel_3Q, Fuel_4Q, Fuel_5Q, Fuel_6Q, Fuel_7Q, Fuel_8Q, Fuel_T12M, Fuel_1Y, Fuel_2Y, Fuel_3Y, Fuel_4Y, Fuel_5Y, Fuel_6Y, Fuel_7Y

Future Policy Benefits

Accounting policy pertaining to an insurance entity’s net liability for future benefits (for example, death, cash surrender value) to be paid to or on behalf of policyholders, describing the bases, methodologies and components of the reserve, and assumptions regarding estimates of expected investment yields, mortality, morbidity, terminations and expenses
A Few reported, expressed as dollars
Classifications: balance sheet

FuturePolicyBenefits_1Q, FuturePolicyBenefits_2Q, FuturePolicyBenefits_3Q, FuturePolicyBenefits_4Q, FuturePolicyBenefits_5Q, FuturePolicyBenefits_6Q, FuturePolicyBenefits_7Q, FuturePolicyBenefits_8Q, FuturePolicyBenefits_1Y, FuturePolicyBenefits_2Y, FuturePolicyBenefits_3Y, FuturePolicyBenefits_4Y, FuturePolicyBenefits_5Y, FuturePolicyBenefits_6Y, FuturePolicyBenefits_7Y

Gain Loss On Investment Securities

This item represents the net total realized gain (loss) included in earnings for the period as a result of selling or holding marketable securities categorized as trading, available-for-sale, or held-to-maturity, including the unrealized holding gain or loss of held-to-maturity securities transferred to the trading security category and the cumulative unrealized gain or loss which was included in other comprehensive income (a separate component of shareholders’ equity) for available-for-sale securities transferred to trading securities during the period. Additionally, this item would include any losses recognized for other than temporary impairments of the subject investments in debt and equity securities
Majority reported, expressed as dollars
Classifications: cash flow statement

GainLossOnInvestmentSecurities_1Q, GainLossOnInvestmentSecurities_2Q, GainLossOnInvestmentSecurities_3Q, GainLossOnInvestmentSecurities_4Q, GainLossOnInvestmentSecurities_5Q, GainLossOnInvestmentSecurities_6Q, GainLossOnInvestmentSecurities_7Q, GainLossOnInvestmentSecurities_8Q, GainLossOnInvestmentSecurities_T12M, GainLossOnInvestmentSecurities_1Y, GainLossOnInvestmentSecurities_2Y, GainLossOnInvestmentSecurities_3Y, GainLossOnInvestmentSecurities_4Y, GainLossOnInvestmentSecurities_5Y, GainLossOnInvestmentSecurities_6Y, GainLossOnInvestmentSecurities_7Y

Gain Loss On Sale Of Business

The difference between the sale price or salvage price and the book value of an asset that was sold or retired during the reporting period. This element refers to the gain (loss) and not to the cash proceeds of the business. This element is a non-cash adjustment to net income when calculating net cash generated by operating activities using the indirect method
Some reported, expressed as dollars
Classifications: cash flow statement

GainLossOnSaleOfBusiness_1Q, GainLossOnSaleOfBusiness_2Q, GainLossOnSaleOfBusiness_3Q, GainLossOnSaleOfBusiness_4Q, GainLossOnSaleOfBusiness_5Q, GainLossOnSaleOfBusiness_6Q, GainLossOnSaleOfBusiness_7Q, GainLossOnSaleOfBusiness_8Q, GainLossOnSaleOfBusiness_T12M, GainLossOnSaleOfBusiness_1Y, GainLossOnSaleOfBusiness_2Y, GainLossOnSaleOfBusiness_3Y, GainLossOnSaleOfBusiness_4Y, GainLossOnSaleOfBusiness_5Y, GainLossOnSaleOfBusiness_6Y, GainLossOnSaleOfBusiness_7Y

Gain Loss On Sale Of PPE

The difference between the sale price or salvage price and the book value of the property, plant and equipment that was sold or retired during the reporting period. Includes the amount received from selling any fixed assets such as property, plant and equipment. Usually this section also includes any retirement of equipment. Such as Sale of business segments; Sale of credit and receivables; Property disposition; Proceeds from sale or disposition of business or investment; Decrease in excess of purchase price over acquired net assets; Abandoned project (expenditures) credit; Allowances for other funds during construction
Majority reported, expressed as dollars
Classifications: cash flow statement

GainLossOnSaleOfPPE_1Q, GainLossOnSaleOfPPE_2Q, GainLossOnSaleOfPPE_3Q, GainLossOnSaleOfPPE_4Q, GainLossOnSaleOfPPE_5Q, GainLossOnSaleOfPPE_6Q, GainLossOnSaleOfPPE_7Q, GainLossOnSaleOfPPE_8Q, GainLossOnSaleOfPPE_T12M, GainLossOnSaleOfPPE_1Y, GainLossOnSaleOfPPE_2Y, GainLossOnSaleOfPPE_3Y, GainLossOnSaleOfPPE_4Y, GainLossOnSaleOfPPE_5Y, GainLossOnSaleOfPPE_6Y, GainLossOnSaleOfPPE_7Y

Gain On Sale Of Business

The amount of excess earned in comparison to fair value when selling a business. This item is usually not available for insurance industry
Some reported, expressed as dollars
Classifications: income statement

GainOnSaleOfBusiness_1Q, GainOnSaleOfBusiness_2Q, GainOnSaleOfBusiness_3Q, GainOnSaleOfBusiness_4Q, GainOnSaleOfBusiness_5Q, GainOnSaleOfBusiness_6Q, GainOnSaleOfBusiness_7Q, GainOnSaleOfBusiness_8Q, GainOnSaleOfBusiness_T12M, GainOnSaleOfBusiness_1Y, GainOnSaleOfBusiness_2Y, GainOnSaleOfBusiness_3Y, GainOnSaleOfBusiness_4Y, GainOnSaleOfBusiness_5Y, GainOnSaleOfBusiness_6Y, GainOnSaleOfBusiness_7Y

Gain On Sale Of PPE

The amount of excess earned in comparison to the net book value for sale of property, plant, equipment. This item is usually not available for bank and insurance industries
Some reported, expressed as dollars
Classifications: income statement, property plant ad equipment, fixed assets

GainOnSaleOfPPE_1Q, GainOnSaleOfPPE_2Q, GainOnSaleOfPPE_3Q, GainOnSaleOfPPE_4Q, GainOnSaleOfPPE_5Q, GainOnSaleOfPPE_6Q, GainOnSaleOfPPE_7Q, GainOnSaleOfPPE_8Q, GainOnSaleOfPPE_T12M, GainOnSaleOfPPE_1Y, GainOnSaleOfPPE_2Y, GainOnSaleOfPPE_3Y, GainOnSaleOfPPE_4Y, GainOnSaleOfPPE_5Y, GainOnSaleOfPPE_6Y, GainOnSaleOfPPE_7Y

Gain On Sale Of Security

The amount of excess earned in comparison to the original purchase value of the security
Majority reported, expressed as dollars
Classifications: income statement

GainOnSaleOfSecurity_1Q, GainOnSaleOfSecurity_2Q, GainOnSaleOfSecurity_3Q, GainOnSaleOfSecurity_4Q, GainOnSaleOfSecurity_5Q, GainOnSaleOfSecurity_6Q, GainOnSaleOfSecurity_7Q, GainOnSaleOfSecurity_8Q, GainOnSaleOfSecurity_T12M, GainOnSaleOfSecurity_1Y, GainOnSaleOfSecurity_2Y, GainOnSaleOfSecurity_3Y, GainOnSaleOfSecurity_4Y, GainOnSaleOfSecurity_5Y, GainOnSaleOfSecurity_6Y, GainOnSaleOfSecurity_7Y

Gains Losses Not Affecting Retained Earnings

The aggregate amount of gains or losses that are not part of retained earnings. It is also called other comprehensive income
Normally reported, expressed as dollars
Classifications: balance sheet

GainsLossesNotAffectingRetainedEarnings_1Q, GainsLossesNotAffectingRetainedEarnings_2Q, GainsLossesNotAffectingRetainedEarnings_3Q, GainsLossesNotAffectingRetainedEarnings_4Q, GainsLossesNotAffectingRetainedEarnings_5Q, GainsLossesNotAffectingRetainedEarnings_6Q, GainsLossesNotAffectingRetainedEarnings_7Q, GainsLossesNotAffectingRetainedEarnings_8Q, GainsLossesNotAffectingRetainedEarnings_1Y, GainsLossesNotAffectingRetainedEarnings_2Y, GainsLossesNotAffectingRetainedEarnings_3Y, GainsLossesNotAffectingRetainedEarnings_4Y, GainsLossesNotAffectingRetainedEarnings_5Y, GainsLossesNotAffectingRetainedEarnings_6Y, GainsLossesNotAffectingRetainedEarnings_7Y

General And Administrative Expense

The aggregate total of general managing and administering expenses for the company
Majority reported, expressed as dollars
Classifications: income statement

GeneralAndAdministrativeExpense_1Q, GeneralAndAdministrativeExpense_2Q, GeneralAndAdministrativeExpense_3Q, GeneralAndAdministrativeExpense_4Q, GeneralAndAdministrativeExpense_5Q, GeneralAndAdministrativeExpense_6Q, GeneralAndAdministrativeExpense_7Q, GeneralAndAdministrativeExpense_8Q, GeneralAndAdministrativeExpense_T12M, GeneralAndAdministrativeExpense_1Y, GeneralAndAdministrativeExpense_2Y, GeneralAndAdministrativeExpense_3Y, GeneralAndAdministrativeExpense_4Y, GeneralAndAdministrativeExpense_5Y, GeneralAndAdministrativeExpense_6Y, GeneralAndAdministrativeExpense_7Y

General Partnership Capital

In a limited partnership or master limited partnership form of business, this represents the balance of capital held by the general partners
A Few reported, expressed as dollars
Classifications: balance sheet

GeneralPartnershipCapital_1Q, GeneralPartnershipCapital_2Q, GeneralPartnershipCapital_3Q, GeneralPartnershipCapital_4Q, GeneralPartnershipCapital_5Q, GeneralPartnershipCapital_6Q, GeneralPartnershipCapital_7Q, GeneralPartnershipCapital_8Q, GeneralPartnershipCapital_1Y, GeneralPartnershipCapital_2Y, GeneralPartnershipCapital_3Y, GeneralPartnershipCapital_4Y, GeneralPartnershipCapital_5Y, GeneralPartnershipCapital_6Y, GeneralPartnershipCapital_7Y

Goodwill And Other Intangible Assets

Rights or economic benefits, such as patents and goodwill, that is not physical in nature. They are those that are neither physical nor financial in nature, nevertheless, have value to the company. Intangibles are listed net of accumulated amortization
Normally reported, expressed as dollars
Classifications: balance sheet

GoodwillAndOtherIntangibleAssets_1Q, GoodwillAndOtherIntangibleAssets_2Q, GoodwillAndOtherIntangibleAssets_3Q, GoodwillAndOtherIntangibleAssets_4Q, GoodwillAndOtherIntangibleAssets_5Q, GoodwillAndOtherIntangibleAssets_6Q, GoodwillAndOtherIntangibleAssets_7Q, GoodwillAndOtherIntangibleAssets_8Q, GoodwillAndOtherIntangibleAssets_1Y, GoodwillAndOtherIntangibleAssets_2Y, GoodwillAndOtherIntangibleAssets_3Y, GoodwillAndOtherIntangibleAssets_4Y, GoodwillAndOtherIntangibleAssets_5Y, GoodwillAndOtherIntangibleAssets_6Y, GoodwillAndOtherIntangibleAssets_7Y

Goodwill

The excess of the cost of an acquired company over the sum of the fair market value of its identifiable individual assets less the liabilities
Majority reported, expressed as dollars
Classifications: balance sheet

Goodwill_1Q, Goodwill_2Q, Goodwill_3Q, Goodwill_4Q, Goodwill_5Q, Goodwill_6Q, Goodwill_7Q, Goodwill_8Q, Goodwill_1Y, Goodwill_2Y, Goodwill_3Y, Goodwill_4Y, Goodwill_5Y, Goodwill_6Y, Goodwill_7Y

Gross Accounts Receivable

Accounts owed to a company by customers within a year as a result of exchanging goods or services on credit
Majority reported, expressed as dollars
Classifications: balance sheet

GrossAccountsReceivable_1Q, GrossAccountsReceivable_2Q, GrossAccountsReceivable_3Q, GrossAccountsReceivable_4Q, GrossAccountsReceivable_5Q, GrossAccountsReceivable_6Q, GrossAccountsReceivable_7Q, GrossAccountsReceivable_8Q, GrossAccountsReceivable_1Y, GrossAccountsReceivable_2Y, GrossAccountsReceivable_3Y, GrossAccountsReceivable_4Y, GrossAccountsReceivable_5Y, GrossAccountsReceivable_6Y, GrossAccountsReceivable_7Y

Gross Loan

Represents the sum of all loans (commercial, consumer, mortgage, etc.) as well as leases before any provisions for loan losses or unearned discounts
A Few reported, expressed as dollars
Classifications: balance sheet

GrossLoan_1Q, GrossLoan_2Q, GrossLoan_3Q, GrossLoan_4Q, GrossLoan_5Q, GrossLoan_6Q, GrossLoan_7Q, GrossLoan_8Q, GrossLoan_1Y, GrossLoan_2Y, GrossLoan_3Y, GrossLoan_4Y, GrossLoan_5Y, GrossLoan_6Y, GrossLoan_7Y

Gross Margin

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: (Revenue – Cost of Goods Sold) / Revenue
Normally reported and often used, expressed as *
Classifications: ratios, computed, income

GrossMargin_1Q, GrossMargin_2Q, GrossMargin_3Q, GrossMargin_4Q, GrossMargin_5Q, GrossMargin_6Q, GrossMargin_7Q, GrossMargin_8Q, GrossMargin_1Y, GrossMargin_2Y, GrossMargin_3Y, GrossMargin_4Y, GrossMargin_5Y, GrossMargin_6Y, GrossMargin_7Y

Gross Notes Receivable

An amount representing an agreement for an unconditional promise by the maker to pay the entity (holder) a definite sum of money at a future date(s) within one year of the balance sheet date or the normal operating cycle. Such amount may include accrued interest receivable in accordance with the terms of the note. The note also may contain provisions including a discount or premium, payable on demand, secured, or unsecured, interest bearing or non-interest bearing, among myriad other features and characteristics. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

GrossNotesReceivable_1Q, GrossNotesReceivable_2Q, GrossNotesReceivable_3Q, GrossNotesReceivable_4Q, GrossNotesReceivable_5Q, GrossNotesReceivable_6Q, GrossNotesReceivable_7Q, GrossNotesReceivable_8Q, GrossNotesReceivable_1Y, GrossNotesReceivable_2Y, GrossNotesReceivable_3Y, GrossNotesReceivable_4Y, GrossNotesReceivable_5Y, GrossNotesReceivable_6Y, GrossNotesReceivable_7Y

Gross PPE

Carrying amount at the balance sheet date for long-lived physical assets used in the normal conduct of business and not intended for resale. This can include land, physical structures, machinery, vehicles, furniture, computer equipment, construction in progress, and similar items. Amount does not include depreciation
Normally reported, expressed as dollars
Classifications: balance sheet

GrossPPE_1Q, GrossPPE_2Q, GrossPPE_3Q, GrossPPE_4Q, GrossPPE_5Q, GrossPPE_6Q, GrossPPE_7Q, GrossPPE_8Q, GrossPPE_1Y, GrossPPE_2Y, GrossPPE_3Y, GrossPPE_4Y, GrossPPE_5Y, GrossPPE_6Y, GrossPPE_7Y

Gross Premiums Written

Total premiums generated from all policies written by an insurance company within a given period of time. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

GrossPremiumsWritten_1Q, GrossPremiumsWritten_2Q, GrossPremiumsWritten_3Q, GrossPremiumsWritten_4Q, GrossPremiumsWritten_5Q, GrossPremiumsWritten_6Q, GrossPremiumsWritten_7Q, GrossPremiumsWritten_8Q, GrossPremiumsWritten_T12M, GrossPremiumsWritten_1Y, GrossPremiumsWritten_2Y, GrossPremiumsWritten_3Y, GrossPremiumsWritten_4Y, GrossPremiumsWritten_5Y, GrossPremiumsWritten_6Y, GrossPremiumsWritten_7Y

Gross Profit

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue
Normally reported and often used, expressed as dollars
Classifications: income statement, timeframe, income

GrossProfit_1Q, GrossProfit_2Q, GrossProfit_3Q, GrossProfit_4Q, GrossProfit_5Q, GrossProfit_6Q, GrossProfit_7Q, GrossProfit_8Q, GrossProfit_T12M, GrossProfit_1Y, GrossProfit_2Y, GrossProfit_3Y, GrossProfit_4Y, GrossProfit_5Y, GrossProfit_6Y, GrossProfit_7Y

Hedging Assets Current

A security transaction which expires within a 12 month period that reduces the risk on an existing investment position.
Some reported, expressed as dollars
Classifications: balance sheet

HedgingAssetsCurrent_1Q, HedgingAssetsCurrent_2Q, HedgingAssetsCurrent_3Q, HedgingAssetsCurrent_4Q, HedgingAssetsCurrent_5Q, HedgingAssetsCurrent_6Q, HedgingAssetsCurrent_7Q, HedgingAssetsCurrent_8Q, HedgingAssetsCurrent_1Y, HedgingAssetsCurrent_2Y, HedgingAssetsCurrent_3Y, HedgingAssetsCurrent_4Y, HedgingAssetsCurrent_5Y, HedgingAssetsCurrent_6Y, HedgingAssetsCurrent_7Y

Held To Maturity Securities

Debt securities that a firm has the ability and intent to hold until maturity
A Few reported, expressed as dollars
Classifications: balance sheet

HeldToMaturitySecurities_1Q, HeldToMaturitySecurities_2Q, HeldToMaturitySecurities_3Q, HeldToMaturitySecurities_4Q, HeldToMaturitySecurities_5Q, HeldToMaturitySecurities_6Q, HeldToMaturitySecurities_7Q, HeldToMaturitySecurities_8Q, HeldToMaturitySecurities_1Y, HeldToMaturitySecurities_2Y, HeldToMaturitySecurities_3Y, HeldToMaturitySecurities_4Y, HeldToMaturitySecurities_5Y, HeldToMaturitySecurities_6Y, HeldToMaturitySecurities_7Y

High

The highest trading price of the day
Normally reported and often used, expressed as dollars
Classifications: price

High

Impairment Loss Reversal Recognized In Profit Or Loss

The difference between the future net cash flows expected to be received from the asset and its book value, recognized in the Income Statement.
A Few reported, expressed as dollars
Classifications: cash flow statement

ImpairmentLossReversalRecognizedinProfitOrLoss_1Q, ImpairmentLossReversalRecognizedinProfitOrLoss_2Q, ImpairmentLossReversalRecognizedinProfitOrLoss_3Q, ImpairmentLossReversalRecognizedinProfitOrLoss_4Q, ImpairmentLossReversalRecognizedinProfitOrLoss_5Q, ImpairmentLossReversalRecognizedinProfitOrLoss_6Q, ImpairmentLossReversalRecognizedinProfitOrLoss_7Q, ImpairmentLossReversalRecognizedinProfitOrLoss_8Q, ImpairmentLossReversalRecognizedinProfitOrLoss_T12M, ImpairmentLossReversalRecognizedinProfitOrLoss_1Y, ImpairmentLossReversalRecognizedinProfitOrLoss_2Y, ImpairmentLossReversalRecognizedinProfitOrLoss_3Y, ImpairmentLossReversalRecognizedinProfitOrLoss_4Y, ImpairmentLossReversalRecognizedinProfitOrLoss_5Y, ImpairmentLossReversalRecognizedinProfitOrLoss_6Y, ImpairmentLossReversalRecognizedinProfitOrLoss_7Y

Impairment Of Capital Assets

Impairments are considered to be permanent, which is a downward revaluation of fixed assets. If the sum of all estimated future cash flows is less than the carrying value of the asset, then the asset would be considered impaired and would have to be written down to its fair value. Once an asset is written down, it may only be written back up under very few circumstances. Usually the company uses the sum of undiscounted future cash flows to determine if the impairment should occur, and uses the sum of discounted future cash flows to make the impairment judgment. The impairment decision emphasizes on capital assets’ future profit collection ability
Majority reported, expressed as dollars
Classifications: income statement

ImpairmentOfCapitalAssets_1Q, ImpairmentOfCapitalAssets_2Q, ImpairmentOfCapitalAssets_3Q, ImpairmentOfCapitalAssets_4Q, ImpairmentOfCapitalAssets_5Q, ImpairmentOfCapitalAssets_6Q, ImpairmentOfCapitalAssets_7Q, ImpairmentOfCapitalAssets_8Q, ImpairmentOfCapitalAssets_T12M, ImpairmentOfCapitalAssets_1Y, ImpairmentOfCapitalAssets_2Y, ImpairmentOfCapitalAssets_3Y, ImpairmentOfCapitalAssets_4Y, ImpairmentOfCapitalAssets_5Y, ImpairmentOfCapitalAssets_6Y, ImpairmentOfCapitalAssets_7Y

Income From Participating Interests

Total income from the associates and joint venture via investment, accounted for in the Non-Operating section.
A Few reported, expressed as dollars
Classifications: income statement

IncomeFromParticipatingInterests_1Q, IncomeFromParticipatingInterests_2Q, IncomeFromParticipatingInterests_3Q, IncomeFromParticipatingInterests_4Q, IncomeFromParticipatingInterests_5Q, IncomeFromParticipatingInterests_6Q, IncomeFromParticipatingInterests_7Q, IncomeFromParticipatingInterests_8Q, IncomeFromParticipatingInterests_T12M, IncomeFromParticipatingInterests_1Y, IncomeFromParticipatingInterests_2Y, IncomeFromParticipatingInterests_3Y, IncomeFromParticipatingInterests_4Y, IncomeFromParticipatingInterests_5Y, IncomeFromParticipatingInterests_6Y, IncomeFromParticipatingInterests_7Y

Income Tax Paid Supplemental Data

The amount of cash paid during the current period to foreign, federal state and local authorities as taxes on income
Majority reported, expressed as dollars
Classifications: cash flow statement

IncomeTaxPaidSupplementalData_1Q, IncomeTaxPaidSupplementalData_2Q, IncomeTaxPaidSupplementalData_3Q, IncomeTaxPaidSupplementalData_4Q, IncomeTaxPaidSupplementalData_5Q, IncomeTaxPaidSupplementalData_6Q, IncomeTaxPaidSupplementalData_7Q, IncomeTaxPaidSupplementalData_8Q, IncomeTaxPaidSupplementalData_T12M, IncomeTaxPaidSupplementalData_1Y, IncomeTaxPaidSupplementalData_2Y, IncomeTaxPaidSupplementalData_3Y, IncomeTaxPaidSupplementalData_4Y, IncomeTaxPaidSupplementalData_5Y, IncomeTaxPaidSupplementalData_6Y, IncomeTaxPaidSupplementalData_7Y

Income Tax Payable

A current liability account which reflects the amount of income taxes currently due to the federal, state, and local governments
Some reported, expressed as dollars
Classifications: balance sheet

IncomeTaxPayable_1Q, IncomeTaxPayable_2Q, IncomeTaxPayable_3Q, IncomeTaxPayable_4Q, IncomeTaxPayable_5Q, IncomeTaxPayable_6Q, IncomeTaxPayable_7Q, IncomeTaxPayable_8Q, IncomeTaxPayable_1Y, IncomeTaxPayable_2Y, IncomeTaxPayable_3Y, IncomeTaxPayable_4Y, IncomeTaxPayable_5Y, IncomeTaxPayable_6Y, IncomeTaxPayable_7Y

Increase Decrease In Deposit

The aggregate net change during the reporting period in moneys given as security, collateral, or margin deposits
A Few reported, expressed as dollars
Classifications: cash flow statement

IncreaseDecreaseInDeposit_1Q, IncreaseDecreaseInDeposit_2Q, IncreaseDecreaseInDeposit_3Q, IncreaseDecreaseInDeposit_4Q, IncreaseDecreaseInDeposit_5Q, IncreaseDecreaseInDeposit_6Q, IncreaseDecreaseInDeposit_7Q, IncreaseDecreaseInDeposit_8Q, IncreaseDecreaseInDeposit_T12M, IncreaseDecreaseInDeposit_1Y, IncreaseDecreaseInDeposit_2Y, IncreaseDecreaseInDeposit_3Y, IncreaseDecreaseInDeposit_4Y, IncreaseDecreaseInDeposit_5Y, IncreaseDecreaseInDeposit_6Y, IncreaseDecreaseInDeposit_7Y

Increase Decrease In Net Unearned Premium Reserves

Premium might contain a portion of the amount that has been paid in advance for insurance that has not yet been provided, which is called unearned premium. If either party cancels the contract, the insurer must have the unearned premium ready to refund. Hence, the amount of premium reserve maintained by insurers is called unearned premium reserves, which is prepared for liquidation. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

IncreaseDecreaseInNetUnearnedPremiumReserves_1Q, IncreaseDecreaseInNetUnearnedPremiumReserves_2Q, IncreaseDecreaseInNetUnearnedPremiumReserves_3Q, IncreaseDecreaseInNetUnearnedPremiumReserves_4Q, IncreaseDecreaseInNetUnearnedPremiumReserves_5Q, IncreaseDecreaseInNetUnearnedPremiumReserves_6Q, IncreaseDecreaseInNetUnearnedPremiumReserves_7Q, IncreaseDecreaseInNetUnearnedPremiumReserves_8Q, IncreaseDecreaseInNetUnearnedPremiumReserves_T12M, IncreaseDecreaseInNetUnearnedPremiumReserves_1Y, IncreaseDecreaseInNetUnearnedPremiumReserves_2Y, IncreaseDecreaseInNetUnearnedPremiumReserves_3Y, IncreaseDecreaseInNetUnearnedPremiumReserves_4Y, IncreaseDecreaseInNetUnearnedPremiumReserves_5Y, IncreaseDecreaseInNetUnearnedPremiumReserves_6Y, IncreaseDecreaseInNetUnearnedPremiumReserves_7Y

Industry

Industries are mapped into 69 industry groups based on their common operational characteristics. If a particular industry has unique operating characteristics or simply lacks commonality with other industries it would map into its own group. However, any industry group containing just one single industry does not necessarily imply that that industry is dominant or otherwise important. The assignment simply reflects the lack of a sufficient amount of shared traits among industries. See appendix for mappings
Normally reported and often used, expressed as Code
Classifications: categorization

Industry

Insurance And Claims

Insurance and claims are the expenses in the period incurred with respect to protection provided by insurance entities against risks other than risks associated with production (which is allocated to cost of sales). This item is usually not available for insurance industries
Some reported, expressed as dollars
Classifications: income statement

InsuranceAndClaims_1Q, InsuranceAndClaims_2Q, InsuranceAndClaims_3Q, InsuranceAndClaims_4Q, InsuranceAndClaims_5Q, InsuranceAndClaims_6Q, InsuranceAndClaims_7Q, InsuranceAndClaims_8Q, InsuranceAndClaims_T12M, InsuranceAndClaims_1Y, InsuranceAndClaims_2Y, InsuranceAndClaims_3Y, InsuranceAndClaims_4Y, InsuranceAndClaims_5Y, InsuranceAndClaims_6Y, InsuranceAndClaims_7Y

Interest Bearing Deposits Assets

Deposit of money with a financial institution, in consideration of which the financial institution pays or credits interest, or amounts in the nature of interest
A Few reported, expressed as dollars
Classifications: balance sheet

InterestBearingDepositsAssets_1Q, InterestBearingDepositsAssets_2Q, InterestBearingDepositsAssets_3Q, InterestBearingDepositsAssets_4Q, InterestBearingDepositsAssets_5Q, InterestBearingDepositsAssets_6Q, InterestBearingDepositsAssets_7Q, InterestBearingDepositsAssets_8Q, InterestBearingDepositsAssets_1Y, InterestBearingDepositsAssets_2Y, InterestBearingDepositsAssets_3Y, InterestBearingDepositsAssets_4Y, InterestBearingDepositsAssets_5Y, InterestBearingDepositsAssets_6Y, InterestBearingDepositsAssets_7Y

Interest Bearing Deposits Liabilities

The aggregate of all domestic and foreign deposits in the bank that earns interests
A Few reported, expressed as dollars
Classifications: balance sheet

InterestBearingDepositsLiabilities_1Q, InterestBearingDepositsLiabilities_2Q, InterestBearingDepositsLiabilities_3Q, InterestBearingDepositsLiabilities_4Q, InterestBearingDepositsLiabilities_5Q, InterestBearingDepositsLiabilities_6Q, InterestBearingDepositsLiabilities_7Q, InterestBearingDepositsLiabilities_8Q, InterestBearingDepositsLiabilities_1Y, InterestBearingDepositsLiabilities_2Y, InterestBearingDepositsLiabilities_3Y, InterestBearingDepositsLiabilities_4Y, InterestBearingDepositsLiabilities_5Y, InterestBearingDepositsLiabilities_6Y, InterestBearingDepositsLiabilities_7Y

Interest Coverage

Refers to the ratio of EBIT to Interest Expense. Morningstar calculates the ratio by using the underlying data reported in the Income Statement within the company filings or reports: EBIT / Interest Expense
Normally reported, expressed as numbers
Classifications: comparisons, debt

InterestCoverage_1Q, InterestCoverage_2Q, InterestCoverage_3Q, InterestCoverage_4Q, InterestCoverage_5Q, InterestCoverage_6Q, InterestCoverage_7Q, InterestCoverage_8Q, InterestCoverage_1Y, InterestCoverage_2Y, InterestCoverage_3Y, InterestCoverage_4Y, InterestCoverage_5Y, InterestCoverage_6Y, InterestCoverage_7Y

Interest Credited On Policyholder Deposits

An expense reported in the income statement and needs to be removed from net income to arrive at cash provided by (used in) operations to the extent that such interest has not been paid. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: cash flow statement

InterestCreditedOnPolicyholderDeposits_1Q, InterestCreditedOnPolicyholderDeposits_2Q, InterestCreditedOnPolicyholderDeposits_3Q, InterestCreditedOnPolicyholderDeposits_4Q, InterestCreditedOnPolicyholderDeposits_5Q, InterestCreditedOnPolicyholderDeposits_6Q, InterestCreditedOnPolicyholderDeposits_7Q, InterestCreditedOnPolicyholderDeposits_8Q, InterestCreditedOnPolicyholderDeposits_T12M, InterestCreditedOnPolicyholderDeposits_1Y, InterestCreditedOnPolicyholderDeposits_2Y, InterestCreditedOnPolicyholderDeposits_3Y, InterestCreditedOnPolicyholderDeposits_4Y, InterestCreditedOnPolicyholderDeposits_5Y, InterestCreditedOnPolicyholderDeposits_6Y, InterestCreditedOnPolicyholderDeposits_7Y

Interest Expense For Deposit

Includes interest expense on the following deposit accounts: Interest-bearing Demand deposit; Checking account; Savings account; Deposit in foreign offices; Money Market Certificates & Deposit Accounts. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestExpenseForDeposit_1Q, InterestExpenseForDeposit_2Q, InterestExpenseForDeposit_3Q, InterestExpenseForDeposit_4Q, InterestExpenseForDeposit_5Q, InterestExpenseForDeposit_6Q, InterestExpenseForDeposit_7Q, InterestExpenseForDeposit_8Q, InterestExpenseForDeposit_T12M, InterestExpenseForDeposit_1Y, InterestExpenseForDeposit_2Y, InterestExpenseForDeposit_3Y, InterestExpenseForDeposit_4Y, InterestExpenseForDeposit_5Y, InterestExpenseForDeposit_6Y, InterestExpenseForDeposit_7Y

Interest Expense For Federal Funds Sold And Securities Purchase Under Agreements To Resell

Gross expenses on the purchase of Federal funds at a specified price with a simultaneous agreement to sell the same to the same counterparty at a fixed or determinable price at a future date. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_8Q, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_T12M, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Y, InterestExpenseForFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Y

Interest Expense For Long Term Debt And Capital Securities

The aggregate interest expenses incurred on long-term borrowings and any interest expenses on fixed assets (property, plant, equipment) that are leased due longer than one year. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestExpenseForLongTermDebtAndCapitalSecurities_1Q, InterestExpenseForLongTermDebtAndCapitalSecurities_2Q, InterestExpenseForLongTermDebtAndCapitalSecurities_3Q, InterestExpenseForLongTermDebtAndCapitalSecurities_4Q, InterestExpenseForLongTermDebtAndCapitalSecurities_5Q, InterestExpenseForLongTermDebtAndCapitalSecurities_6Q, InterestExpenseForLongTermDebtAndCapitalSecurities_7Q, InterestExpenseForLongTermDebtAndCapitalSecurities_8Q, InterestExpenseForLongTermDebtAndCapitalSecurities_T12M, InterestExpenseForLongTermDebtAndCapitalSecurities_1Y, InterestExpenseForLongTermDebtAndCapitalSecurities_2Y, InterestExpenseForLongTermDebtAndCapitalSecurities_3Y, InterestExpenseForLongTermDebtAndCapitalSecurities_4Y, InterestExpenseForLongTermDebtAndCapitalSecurities_5Y, InterestExpenseForLongTermDebtAndCapitalSecurities_6Y, InterestExpenseForLongTermDebtAndCapitalSecurities_7Y

Interest Expense For Short Term Debt

The aggregate interest expenses incurred on short-term borrowings and any interest expenses on fixed assets (property, plant, equipment) that are leased within one year. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestExpenseForShortTermDebt_1Q, InterestExpenseForShortTermDebt_2Q, InterestExpenseForShortTermDebt_3Q, InterestExpenseForShortTermDebt_4Q, InterestExpenseForShortTermDebt_5Q, InterestExpenseForShortTermDebt_6Q, InterestExpenseForShortTermDebt_7Q, InterestExpenseForShortTermDebt_8Q, InterestExpenseForShortTermDebt_T12M, InterestExpenseForShortTermDebt_1Y, InterestExpenseForShortTermDebt_2Y, InterestExpenseForShortTermDebt_3Y, InterestExpenseForShortTermDebt_4Y, InterestExpenseForShortTermDebt_5Y, InterestExpenseForShortTermDebt_6Y, InterestExpenseForShortTermDebt_7Y

Interest Expense Non Operating

Interest expense caused by long term financing activities; such as interest expense incurred on trading liabilities, commercial paper, long-term debt, capital leases, deposits, and all other borrowings
Normally reported, expressed as dollars
Classifications: income statement, timeframe, costs, debt

InterestExpenseNonOperating_1Q, InterestExpenseNonOperating_2Q, InterestExpenseNonOperating_3Q, InterestExpenseNonOperating_4Q, InterestExpenseNonOperating_5Q, InterestExpenseNonOperating_6Q, InterestExpenseNonOperating_7Q, InterestExpenseNonOperating_8Q, InterestExpenseNonOperating_T12M, InterestExpenseNonOperating_1Y, InterestExpenseNonOperating_2Y, InterestExpenseNonOperating_3Y, InterestExpenseNonOperating_4Y, InterestExpenseNonOperating_5Y, InterestExpenseNonOperating_6Y, InterestExpenseNonOperating_7Y

Interest Expense

Relates to the general cost of borrowing money. It is the price that a lender charges a borrower for the use of the lender’s money
Normally reported, expressed as dollars
Classifications: income statement, timeframe, costs, debt

InterestExpense_1Q, InterestExpense_2Q, InterestExpense_3Q, InterestExpense_4Q, InterestExpense_5Q, InterestExpense_6Q, InterestExpense_7Q, InterestExpense_8Q, InterestExpense_T12M, InterestExpense_1Y, InterestExpense_2Y, InterestExpense_3Y, InterestExpense_4Y, InterestExpense_5Y, InterestExpense_6Y, InterestExpense_7Y

Interest Income After Provision For Loan Loss

Net interest and dividend income or expense, including any amortization and accretion (as applicable) of discounts and premiums, including consideration of the provisions for loan, lease, credit, and other related losses, if any
Some reported, expressed as dollars
Classifications: income statement

InterestIncomeAfterProvisionForLoanLoss_1Q, InterestIncomeAfterProvisionForLoanLoss_2Q, InterestIncomeAfterProvisionForLoanLoss_3Q, InterestIncomeAfterProvisionForLoanLoss_4Q, InterestIncomeAfterProvisionForLoanLoss_5Q, InterestIncomeAfterProvisionForLoanLoss_6Q, InterestIncomeAfterProvisionForLoanLoss_7Q, InterestIncomeAfterProvisionForLoanLoss_8Q, InterestIncomeAfterProvisionForLoanLoss_T12M, InterestIncomeAfterProvisionForLoanLoss_1Y, InterestIncomeAfterProvisionForLoanLoss_2Y, InterestIncomeAfterProvisionForLoanLoss_3Y, InterestIncomeAfterProvisionForLoanLoss_4Y, InterestIncomeAfterProvisionForLoanLoss_5Y, InterestIncomeAfterProvisionForLoanLoss_6Y, InterestIncomeAfterProvisionForLoanLoss_7Y

Interest Income From Deposits

Interest income generated from all deposit accounts. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromDeposits_1Q, InterestIncomeFromDeposits_2Q, InterestIncomeFromDeposits_3Q, InterestIncomeFromDeposits_4Q, InterestIncomeFromDeposits_5Q, InterestIncomeFromDeposits_6Q, InterestIncomeFromDeposits_7Q, InterestIncomeFromDeposits_8Q, InterestIncomeFromDeposits_T12M, InterestIncomeFromDeposits_1Y, InterestIncomeFromDeposits_2Y, InterestIncomeFromDeposits_3Y, InterestIncomeFromDeposits_4Y, InterestIncomeFromDeposits_5Y, InterestIncomeFromDeposits_6Y, InterestIncomeFromDeposits_7Y

Interest Income From Federal Funds Sold And Securities Purchase Under Agreements To Resell

The carrying value of funds outstanding loaned in the form of security resale agreements if the agreement requires the purchaser to resell the identical security purchased or a security that meets the definition of “”substantially the same”” in the case of a dollar roll. Also includes purchases of participations in pools of securities that are subject to a resale agreement; This category includes all interest income generated from federal funds sold and securities purchases under agreements to resell; This category includes all interest income generated from federal funds sold and securities purchased under agreements to resell
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_8Q, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_T12M, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_1Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_2Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_3Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_4Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_5Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_6Y, InterestIncomeFromFederalFundsSoldAndSecuritiesPurchaseUnderAgreementsToResell_7Y

Interest Income From Leases

Includes interest and fee income generated by direct lease financing. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromLeases_1Q, InterestIncomeFromLeases_2Q, InterestIncomeFromLeases_3Q, InterestIncomeFromLeases_4Q, InterestIncomeFromLeases_5Q, InterestIncomeFromLeases_6Q, InterestIncomeFromLeases_7Q, InterestIncomeFromLeases_8Q, InterestIncomeFromLeases_T12M, InterestIncomeFromLeases_1Y, InterestIncomeFromLeases_2Y, InterestIncomeFromLeases_3Y, InterestIncomeFromLeases_4Y, InterestIncomeFromLeases_5Y, InterestIncomeFromLeases_6Y, InterestIncomeFromLeases_7Y

Interest Income From Loans And Lease

Total interest and fee income generated by loans and lease. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromLoansAndLease_1Q, InterestIncomeFromLoansAndLease_2Q, InterestIncomeFromLoansAndLease_3Q, InterestIncomeFromLoansAndLease_4Q, InterestIncomeFromLoansAndLease_5Q, InterestIncomeFromLoansAndLease_6Q, InterestIncomeFromLoansAndLease_7Q, InterestIncomeFromLoansAndLease_8Q, InterestIncomeFromLoansAndLease_T12M, InterestIncomeFromLoansAndLease_1Y, InterestIncomeFromLoansAndLease_2Y, InterestIncomeFromLoansAndLease_3Y, InterestIncomeFromLoansAndLease_4Y, InterestIncomeFromLoansAndLease_5Y, InterestIncomeFromLoansAndLease_6Y, InterestIncomeFromLoansAndLease_7Y

Interest Income From Loans

Loan is a common field to banks. Interest Income from Loans is interest and fee income generated from all loans, which includes Commercial loans; Credit loans; Other consumer loans; Real Estate – Construction; Real Estate – Mortgage; Foreign loans. Banks earn interest from loans. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromLoans_1Q, InterestIncomeFromLoans_2Q, InterestIncomeFromLoans_3Q, InterestIncomeFromLoans_4Q, InterestIncomeFromLoans_5Q, InterestIncomeFromLoans_6Q, InterestIncomeFromLoans_7Q, InterestIncomeFromLoans_8Q, InterestIncomeFromLoans_T12M, InterestIncomeFromLoans_1Y, InterestIncomeFromLoans_2Y, InterestIncomeFromLoans_3Y, InterestIncomeFromLoans_4Y, InterestIncomeFromLoans_5Y, InterestIncomeFromLoans_6Y, InterestIncomeFromLoans_7Y

Interest Income From Securities

Represents total interest and dividend income from U.S. Treasury securities, U.S. government agency and corporation obligations, securities issued by states and political subdivisions, other domestic debt securities, foreign debt securities, and equity securities (including investments in mutual funds). Excludes interest income from securities held in trading accounts. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InterestIncomeFromSecurities_1Q, InterestIncomeFromSecurities_2Q, InterestIncomeFromSecurities_3Q, InterestIncomeFromSecurities_4Q, InterestIncomeFromSecurities_5Q, InterestIncomeFromSecurities_6Q, InterestIncomeFromSecurities_7Q, InterestIncomeFromSecurities_8Q, InterestIncomeFromSecurities_T12M, InterestIncomeFromSecurities_1Y, InterestIncomeFromSecurities_2Y, InterestIncomeFromSecurities_3Y, InterestIncomeFromSecurities_4Y, InterestIncomeFromSecurities_5Y, InterestIncomeFromSecurities_6Y, InterestIncomeFromSecurities_7Y

Interest Income Non Operating

Interest income earned from long term financing activities
Majority reported, expressed as dollars
Classifications: income statement

InterestIncomeNonOperating_1Q, InterestIncomeNonOperating_2Q, InterestIncomeNonOperating_3Q, InterestIncomeNonOperating_4Q, InterestIncomeNonOperating_5Q, InterestIncomeNonOperating_6Q, InterestIncomeNonOperating_7Q, InterestIncomeNonOperating_8Q, InterestIncomeNonOperating_T12M, InterestIncomeNonOperating_1Y, InterestIncomeNonOperating_2Y, InterestIncomeNonOperating_3Y, InterestIncomeNonOperating_4Y, InterestIncomeNonOperating_5Y, InterestIncomeNonOperating_6Y, InterestIncomeNonOperating_7Y

Interest Income

Income generated from interest-bearing deposits or accounts
Majority reported, expressed as dollars
Classifications: income statement

InterestIncome_1Q, InterestIncome_2Q, InterestIncome_3Q, InterestIncome_4Q, InterestIncome_5Q, InterestIncome_6Q, InterestIncome_7Q, InterestIncome_8Q, InterestIncome_T12M, InterestIncome_1Y, InterestIncome_2Y, InterestIncome_3Y, InterestIncome_4Y, InterestIncome_5Y, InterestIncome_6Y, InterestIncome_7Y

Interest Paid CFO

Interest paid on loans, debt or borrowings, in the Operating Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

InterestPaidCFO_1Q, InterestPaidCFO_2Q, InterestPaidCFO_3Q, InterestPaidCFO_4Q, InterestPaidCFO_5Q, InterestPaidCFO_6Q, InterestPaidCFO_7Q, InterestPaidCFO_8Q, InterestPaidCFO_T12M, InterestPaidCFO_1Y, InterestPaidCFO_2Y, InterestPaidCFO_3Y, InterestPaidCFO_4Y, InterestPaidCFO_5Y, InterestPaidCFO_6Y, InterestPaidCFO_7Y

Interest Paid For Financing

Interest paid on loans, debt or borrowings, in the Financing Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

InterestPaidForFinancing_1Q, InterestPaidForFinancing_2Q, InterestPaidForFinancing_3Q, InterestPaidForFinancing_4Q, InterestPaidForFinancing_5Q, InterestPaidForFinancing_6Q, InterestPaidForFinancing_7Q, InterestPaidForFinancing_8Q, InterestPaidForFinancing_T12M, InterestPaidForFinancing_1Y, InterestPaidForFinancing_2Y, InterestPaidForFinancing_3Y, InterestPaidForFinancing_4Y, InterestPaidForFinancing_5Y, InterestPaidForFinancing_6Y, InterestPaidForFinancing_7Y

Interest Paid Supplemental Data

The amount of cash paid during the current period for interest owed on money borrowed; including amount of interest capitalized
Majority reported, expressed as dollars
Classifications: cash flow statement

InterestPaidSupplementalData_1Q, InterestPaidSupplementalData_2Q, InterestPaidSupplementalData_3Q, InterestPaidSupplementalData_4Q, InterestPaidSupplementalData_5Q, InterestPaidSupplementalData_6Q, InterestPaidSupplementalData_7Q, InterestPaidSupplementalData_8Q, InterestPaidSupplementalData_T12M, InterestPaidSupplementalData_1Y, InterestPaidSupplementalData_2Y, InterestPaidSupplementalData_3Y, InterestPaidSupplementalData_4Y, InterestPaidSupplementalData_5Y, InterestPaidSupplementalData_6Y, InterestPaidSupplementalData_7Y

Interest Payable

Sum of the carrying values as of the balance sheet date of interest payable on all forms of debt, including trade payable that has been incurred
Some reported, expressed as dollars
Classifications: balance sheet

InterestPayable_1Q, InterestPayable_2Q, InterestPayable_3Q, InterestPayable_4Q, InterestPayable_5Q, InterestPayable_6Q, InterestPayable_7Q, InterestPayable_8Q, InterestPayable_1Y, InterestPayable_2Y, InterestPayable_3Y, InterestPayable_4Y, InterestPayable_5Y, InterestPayable_6Y, InterestPayable_7Y

Interest Received CFO

Interest received by the company, in the Operating Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

InterestReceivedCFO_1Q, InterestReceivedCFO_2Q, InterestReceivedCFO_3Q, InterestReceivedCFO_4Q, InterestReceivedCFO_5Q, InterestReceivedCFO_6Q, InterestReceivedCFO_7Q, InterestReceivedCFO_8Q, InterestReceivedCFO_T12M, InterestReceivedCFO_1Y, InterestReceivedCFO_2Y, InterestReceivedCFO_3Y, InterestReceivedCFO_4Y, InterestReceivedCFO_5Y, InterestReceivedCFO_6Y, InterestReceivedCFO_7Y

Interest Received From Investing

Interest received by the company, in the Investing Cash Flow section.
A Few reported, expressed as dollars
Classifications: cash flow statement

InterestReceivedFromInvesting_1Q, InterestReceivedFromInvesting_2Q, InterestReceivedFromInvesting_3Q, InterestReceivedFromInvesting_4Q, InterestReceivedFromInvesting_5Q, InterestReceivedFromInvesting_6Q, InterestReceivedFromInvesting_7Q, InterestReceivedFromInvesting_8Q, InterestReceivedFromInvesting_T12M, InterestReceivedFromInvesting_1Y, InterestReceivedFromInvesting_2Y, InterestReceivedFromInvesting_3Y, InterestReceivedFromInvesting_4Y, InterestReceivedFromInvesting_5Y, InterestReceivedFromInvesting_6Y, InterestReceivedFromInvesting_7Y

Inventories Adjustments Allowances

This item represents certain charges made in the current period in inventory resulting from such factors as breakage, spoilage, employee theft and shoplifting. This item is typically available for manufacturing, mining and utility industries
Some reported, expressed as dollars
Classifications: balance sheet

InventoriesAdjustmentsAllowances_1Q, InventoriesAdjustmentsAllowances_2Q, InventoriesAdjustmentsAllowances_3Q, InventoriesAdjustmentsAllowances_4Q, InventoriesAdjustmentsAllowances_5Q, InventoriesAdjustmentsAllowances_6Q, InventoriesAdjustmentsAllowances_7Q, InventoriesAdjustmentsAllowances_8Q, InventoriesAdjustmentsAllowances_1Y, InventoriesAdjustmentsAllowances_2Y, InventoriesAdjustmentsAllowances_3Y, InventoriesAdjustmentsAllowances_4Y, InventoriesAdjustmentsAllowances_5Y, InventoriesAdjustmentsAllowances_6Y, InventoriesAdjustmentsAllowances_7Y

Inventory Turnover

Cost Of Goods Sold / Average Inventory
Majority reported, expressed as numbers
Classifications: ratios, computed, assets, inventory

InventoryTurnover_1Q, InventoryTurnover_2Q, InventoryTurnover_3Q, InventoryTurnover_4Q, InventoryTurnover_5Q, InventoryTurnover_6Q, InventoryTurnover_7Q, InventoryTurnover_8Q, InventoryTurnover_1Y, InventoryTurnover_2Y, InventoryTurnover_3Y, InventoryTurnover_4Y, InventoryTurnover_5Y, InventoryTurnover_6Y, InventoryTurnover_7Y

Inventory

A company’s merchandise, raw materials, and finished and unfinished products which have not yet been sold
Majority reported, expressed as dollars
Classifications: balance sheet, snapshot, assets, inventory

Inventory_1Q, Inventory_2Q, Inventory_3Q, Inventory_4Q, Inventory_5Q, Inventory_6Q, Inventory_7Q, Inventory_8Q, Inventory_1Y, Inventory_2Y, Inventory_3Y, Inventory_4Y, Inventory_5Y, Inventory_6Y, Inventory_7Y

Invested Capital

Invested capital = common shareholders’ equity + long term debt + current debt
Normally reported, expressed as dollars
Classifications: balance sheet

InvestedCapital_1Q, InvestedCapital_2Q, InvestedCapital_3Q, InvestedCapital_4Q, InvestedCapital_5Q, InvestedCapital_6Q, InvestedCapital_7Q, InvestedCapital_8Q, InvestedCapital_1Y, InvestedCapital_2Y, InvestedCapital_3Y, InvestedCapital_4Y, InvestedCapital_5Y, InvestedCapital_6Y, InvestedCapital_7Y

Investing Cash Flow

An item on the cash flow statement that reports the aggregate change in a company’s cash position resulting from any gains (or losses) from investments in the financial markets and operating subsidiaries, and changes resulting from amounts spent on investments in capital assets such as plant and equipment
Normally reported, expressed as dollars
Classifications: cash flow, timeframe, cash

InvestingCashFlow_1Q, InvestingCashFlow_2Q, InvestingCashFlow_3Q, InvestingCashFlow_4Q, InvestingCashFlow_5Q, InvestingCashFlow_6Q, InvestingCashFlow_7Q, InvestingCashFlow_8Q, InvestingCashFlow_T12M, InvestingCashFlow_1Y, InvestingCashFlow_2Y, InvestingCashFlow_3Y, InvestingCashFlow_4Y, InvestingCashFlow_5Y, InvestingCashFlow_6Y, InvestingCashFlow_7Y

Investment Banking Profit

Includes (1) underwriting revenue (the spread between the resale price received and the cost of the securities and related expenses) generated through the purchasing, distributing and reselling of new issues of securities (alternatively, could be a secondary offering of a large block of previously issued securities); and (2) fees earned for mergers, acquisitions, divestitures, restructurings, and other types of financial advisory services. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

InvestmentBankingProfit_1Q, InvestmentBankingProfit_2Q, InvestmentBankingProfit_3Q, InvestmentBankingProfit_4Q, InvestmentBankingProfit_5Q, InvestmentBankingProfit_6Q, InvestmentBankingProfit_7Q, InvestmentBankingProfit_8Q, InvestmentBankingProfit_T12M, InvestmentBankingProfit_1Y, InvestmentBankingProfit_2Y, InvestmentBankingProfit_3Y, InvestmentBankingProfit_4Y, InvestmentBankingProfit_5Y, InvestmentBankingProfit_6Y, InvestmentBankingProfit_7Y

Investment In Financial Assets

Represents the sum of all financial investments (trading securities, available-for-sale securities, held-to-maturity securities, etc.)
Some reported, expressed as dollars
Classifications: balance sheet

InvestmentInFinancialAssets_1Q, InvestmentInFinancialAssets_2Q, InvestmentInFinancialAssets_3Q, InvestmentInFinancialAssets_4Q, InvestmentInFinancialAssets_5Q, InvestmentInFinancialAssets_6Q, InvestmentInFinancialAssets_7Q, InvestmentInFinancialAssets_8Q, InvestmentInFinancialAssets_1Y, InvestmentInFinancialAssets_2Y, InvestmentInFinancialAssets_3Y, InvestmentInFinancialAssets_4Y, InvestmentInFinancialAssets_5Y, InvestmentInFinancialAssets_6Y, InvestmentInFinancialAssets_7Y

Investment Instrument Current Liabilities

Financial instruments that are linked to a specific financial instrument or indicator or commodity, and through which specific financial risks can be traded in financial markets in their own right, such as financial options, futures, forwards, etc.
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentInstrumentCurrentLiabilities_1Q, InvestmentInstrumentCurrentLiabilities_2Q, InvestmentInstrumentCurrentLiabilities_3Q, InvestmentInstrumentCurrentLiabilities_4Q, InvestmentInstrumentCurrentLiabilities_5Q, InvestmentInstrumentCurrentLiabilities_6Q, InvestmentInstrumentCurrentLiabilities_7Q, InvestmentInstrumentCurrentLiabilities_8Q, InvestmentInstrumentCurrentLiabilities_1Y, InvestmentInstrumentCurrentLiabilities_2Y, InvestmentInstrumentCurrentLiabilities_3Y, InvestmentInstrumentCurrentLiabilities_4Y, InvestmentInstrumentCurrentLiabilities_5Y, InvestmentInstrumentCurrentLiabilities_6Y, InvestmentInstrumentCurrentLiabilities_7Y

Investment Properties

Company’s investments in properties net of accumulated depreciation, which generate a return.
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentProperties_1Q, InvestmentProperties_2Q, InvestmentProperties_3Q, InvestmentProperties_4Q, InvestmentProperties_5Q, InvestmentProperties_6Q, InvestmentProperties_7Q, InvestmentProperties_8Q, InvestmentProperties_1Y, InvestmentProperties_2Y, InvestmentProperties_3Y, InvestmentProperties_4Y, InvestmentProperties_5Y, InvestmentProperties_6Y, InvestmentProperties_7Y

Investments And Advances

All investments in affiliates, real estate, securities, etc. Non-current investment, not including marketable securities
Majority reported, expressed as dollars
Classifications: balance sheet

InvestmentsAndAdvances_1Q, InvestmentsAndAdvances_2Q, InvestmentsAndAdvances_3Q, InvestmentsAndAdvances_4Q, InvestmentsAndAdvances_5Q, InvestmentsAndAdvances_6Q, InvestmentsAndAdvances_7Q, InvestmentsAndAdvances_8Q, InvestmentsAndAdvances_1Y, InvestmentsAndAdvances_2Y, InvestmentsAndAdvances_3Y, InvestmentsAndAdvances_4Y, InvestmentsAndAdvances_5Y, InvestmentsAndAdvances_6Y, InvestmentsAndAdvances_7Y

Investments In Associates

A stake in any company which is more than 20% but less than 50%.
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentsInAssociates_1Q, InvestmentsInAssociates_2Q, InvestmentsInAssociates_3Q, InvestmentsInAssociates_4Q, InvestmentsInAssociates_5Q, InvestmentsInAssociates_6Q, InvestmentsInAssociates_7Q, InvestmentsInAssociates_8Q, InvestmentsInAssociates_1Y, InvestmentsInAssociates_2Y, InvestmentsInAssociates_3Y, InvestmentsInAssociates_4Y, InvestmentsInAssociates_5Y, InvestmentsInAssociates_6Y, InvestmentsInAssociates_7Y

Investments In Joint Ventures

A 50% stake in any company in which remaining 50% belongs to other company.
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentsInJointVentures_1Q, InvestmentsInJointVentures_2Q, InvestmentsInJointVentures_3Q, InvestmentsInJointVentures_4Q, InvestmentsInJointVentures_5Q, InvestmentsInJointVentures_6Q, InvestmentsInJointVentures_7Q, InvestmentsInJointVentures_8Q, InvestmentsInJointVentures_1Y, InvestmentsInJointVentures_2Y, InvestmentsInJointVentures_3Y, InvestmentsInJointVentures_4Y, InvestmentsInJointVentures_5Y, InvestmentsInJointVentures_6Y, InvestmentsInJointVentures_7Y

Investments In Other Ventures Under Equity Method

This item represents the carrying amount on the company’s balance sheet of its investments in common stock of an equity method. This item is typically available for the insurance industry
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentsInOtherVenturesUnderEquityMethod_1Q, InvestmentsInOtherVenturesUnderEquityMethod_2Q, InvestmentsInOtherVenturesUnderEquityMethod_3Q, InvestmentsInOtherVenturesUnderEquityMethod_4Q, InvestmentsInOtherVenturesUnderEquityMethod_5Q, InvestmentsInOtherVenturesUnderEquityMethod_6Q, InvestmentsInOtherVenturesUnderEquityMethod_7Q, InvestmentsInOtherVenturesUnderEquityMethod_8Q, InvestmentsInOtherVenturesUnderEquityMethod_1Y, InvestmentsInOtherVenturesUnderEquityMethod_2Y, InvestmentsInOtherVenturesUnderEquityMethod_3Y, InvestmentsInOtherVenturesUnderEquityMethod_4Y, InvestmentsInOtherVenturesUnderEquityMethod_5Y, InvestmentsInOtherVenturesUnderEquityMethod_6Y, InvestmentsInOtherVenturesUnderEquityMethod_7Y

Investments In Subsidiaries

A stake in any company which is more than 51%.
A Few reported, expressed as dollars
Classifications: balance sheet

InvestmentsInSubsidiaries_1Q, InvestmentsInSubsidiaries_2Q, InvestmentsInSubsidiaries_3Q, InvestmentsInSubsidiaries_4Q, InvestmentsInSubsidiaries_5Q, InvestmentsInSubsidiaries_6Q, InvestmentsInSubsidiaries_7Q, InvestmentsInSubsidiaries_8Q, InvestmentsInSubsidiaries_1Y, InvestmentsInSubsidiaries_2Y, InvestmentsInSubsidiaries_3Y, InvestmentsInSubsidiaries_4Y, InvestmentsInSubsidiaries_5Y, InvestmentsInSubsidiaries_6Y, InvestmentsInSubsidiaries_7Y

Is Depositary Receipt

Indicator to denote if the share class is a depository receipt. 1 denotes it is an ADR or GDR; otherwise 0
Normally reported and often used, expressed as T/F
Classifications: true/false

IsDepositaryReceipt

Is Direct Invest

A plan to make it possible for individual investors to invest in public companies without going through a stock broker
Normally reported, expressed as T/F
Classifications: true/false

IsDirectInvest

Is Dividend Reinvest

Shareholder election plan to re-invest cash dividend into additional shares
Normally reported, expressed as T/F
Classifications: company, information,

IsDividendReinvest

Is Dow Jones Industrial Average

Is a member of of the Dow Jones Industrial Average (DJIA).
Expressed as T/F
Classifications: classification

IsDowJones

Is Limited Partnership

Indicator to denote if the company is a limited partnership, which is a form of business structure comprised of a general partner and limited partners
Normally reported, expressed as T/F
Classifications: true/false

IsLimitedPartnership

True/False Placeholder

A placeholder for a real value, used for assignments, equivilent to False
Expressed as T/F
Classifications: structual

IsPlaceholder

Is Primary Share

This indicator will denote if the indicated share is the primary share for the company. A 1? denotes the primary share, a 0? denotes a share that is not the primary share. The primary share is defined as the first share that a company IPOd with and is still actively trading. If this share is no longer trading, we will denote the primary share as the share with the highest volume
Normally reported, expressed as T/F
Classifications: true/false

IsPrimaryShare

Is REIT

Indicator to denote if the company is a real estate investment trust (REIT).
Normally reported, expressed as T/F
Classifications: true/false

IsReit

Is S&P 500

Is a member of the S&P 500
Expressed as T/F
Classifications: classification

IsSP500

Issuance Of Capital Stock

IssuanceOfCapitalStock_1Q, IssuanceOfCapitalStock_2Q, IssuanceOfCapitalStock_3Q, IssuanceOfCapitalStock_4Q, IssuanceOfCapitalStock_5Q, IssuanceOfCapitalStock_6Q, IssuanceOfCapitalStock_7Q, IssuanceOfCapitalStock_8Q, IssuanceOfCapitalStock_T12M, IssuanceOfCapitalStock_1Y, IssuanceOfCapitalStock_2Y, IssuanceOfCapitalStock_3Y, IssuanceOfCapitalStock_4Y, IssuanceOfCapitalStock_5Y, IssuanceOfCapitalStock_6Y, IssuanceOfCapitalStock_7Y

Issuance Of Debt

The cash inflow due to an increase in long term debt
Normally reported, expressed as dollars
Classifications: cash flow statement

IssuanceOfDebt_1Q, IssuanceOfDebt_2Q, IssuanceOfDebt_3Q, IssuanceOfDebt_4Q, IssuanceOfDebt_5Q, IssuanceOfDebt_6Q, IssuanceOfDebt_7Q, IssuanceOfDebt_8Q, IssuanceOfDebt_T12M, IssuanceOfDebt_1Y, IssuanceOfDebt_2Y, IssuanceOfDebt_3Y, IssuanceOfDebt_4Y, IssuanceOfDebt_5Y, IssuanceOfDebt_6Y, IssuanceOfDebt_7Y

Land And Improvements

Fixed Assets that specifically deal with land a company owns. Includes the improvements associated with land. This excludes land held for sale
Majority reported, expressed as dollars
Classifications: balance sheet

LandAndImprovements_1Q, LandAndImprovements_2Q, LandAndImprovements_3Q, LandAndImprovements_4Q, LandAndImprovements_5Q, LandAndImprovements_6Q, LandAndImprovements_7Q, LandAndImprovements_8Q, LandAndImprovements_1Y, LandAndImprovements_2Y, LandAndImprovements_3Y, LandAndImprovements_4Y, LandAndImprovements_5Y, LandAndImprovements_6Y, LandAndImprovements_7Y

Leases

Carrying amount at the balance sheet date of a long-lived, depreciable asset that is an addition or improvement to assets held under lease arrangement. This item is usually not available for the insurance industry
Some reported, expressed as dollars
Classifications: balance sheet

Leases_1Q, Leases_2Q, Leases_3Q, Leases_4Q, Leases_5Q, Leases_6Q, Leases_7Q, Leases_8Q, Leases_1Y, Leases_2Y, Leases_3Y, Leases_4Y, Leases_5Y, Leases_6Y, Leases_7Y

Liabilities Held For Sale Current

Liabilities due within the next 12 months related from an asset classified as Held for Sale.
A Few reported, expressed as dollars
Classifications: balance sheet

LiabilitiesHeldForSaleCurrent_1Q, LiabilitiesHeldForSaleCurrent_2Q, LiabilitiesHeldForSaleCurrent_3Q, LiabilitiesHeldForSaleCurrent_4Q, LiabilitiesHeldForSaleCurrent_5Q, LiabilitiesHeldForSaleCurrent_6Q, LiabilitiesHeldForSaleCurrent_7Q, LiabilitiesHeldForSaleCurrent_8Q, LiabilitiesHeldForSaleCurrent_1Y, LiabilitiesHeldForSaleCurrent_2Y, LiabilitiesHeldForSaleCurrent_3Y, LiabilitiesHeldForSaleCurrent_4Y, LiabilitiesHeldForSaleCurrent_5Y, LiabilitiesHeldForSaleCurrent_6Y, LiabilitiesHeldForSaleCurrent_7Y

Liabilities Held For Sale Non Current

Liabilities related to an asset classified as held for sale excluding the portion due the next 12 months or operating cycle.
Some reported, expressed as dollars
Classifications: balance sheet

LiabilitiesHeldForSaleNonCurrent_1Q, LiabilitiesHeldForSaleNonCurrent_2Q, LiabilitiesHeldForSaleNonCurrent_3Q, LiabilitiesHeldForSaleNonCurrent_4Q, LiabilitiesHeldForSaleNonCurrent_5Q, LiabilitiesHeldForSaleNonCurrent_6Q, LiabilitiesHeldForSaleNonCurrent_7Q, LiabilitiesHeldForSaleNonCurrent_8Q, LiabilitiesHeldForSaleNonCurrent_1Y, LiabilitiesHeldForSaleNonCurrent_2Y, LiabilitiesHeldForSaleNonCurrent_3Y, LiabilitiesHeldForSaleNonCurrent_4Y, LiabilitiesHeldForSaleNonCurrent_5Y, LiabilitiesHeldForSaleNonCurrent_6Y, LiabilitiesHeldForSaleNonCurrent_7Y

Liabilities Of Discontinued Operations

The obligations arising from the sale, disposal, or planned sale in the near future (generally within one year) of a disposal group, including a component of the entity (discontinued operation). This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

LiabilitiesOfDiscontinuedOperations_1Q, LiabilitiesOfDiscontinuedOperations_2Q, LiabilitiesOfDiscontinuedOperations_3Q, LiabilitiesOfDiscontinuedOperations_4Q, LiabilitiesOfDiscontinuedOperations_5Q, LiabilitiesOfDiscontinuedOperations_6Q, LiabilitiesOfDiscontinuedOperations_7Q, LiabilitiesOfDiscontinuedOperations_8Q, LiabilitiesOfDiscontinuedOperations_1Y, LiabilitiesOfDiscontinuedOperations_2Y, LiabilitiesOfDiscontinuedOperations_3Y, LiabilitiesOfDiscontinuedOperations_4Y, LiabilitiesOfDiscontinuedOperations_5Y, LiabilitiesOfDiscontinuedOperations_6Y, LiabilitiesOfDiscontinuedOperations_7Y

Limited Partnership Capital

In a limited partnership or master limited partnership form of business, this represents the balance of capital held by the limited partners
A Few reported, expressed as dollars
Classifications: balance sheet

LimitedPartnershipCapital_1Q, LimitedPartnershipCapital_2Q, LimitedPartnershipCapital_3Q, LimitedPartnershipCapital_4Q, LimitedPartnershipCapital_5Q, LimitedPartnershipCapital_6Q, LimitedPartnershipCapital_7Q, LimitedPartnershipCapital_8Q, LimitedPartnershipCapital_1Y, LimitedPartnershipCapital_2Y, LimitedPartnershipCapital_3Y, LimitedPartnershipCapital_4Y, LimitedPartnershipCapital_5Y, LimitedPartnershipCapital_6Y, LimitedPartnershipCapital_7Y

Line Of Credit

The carrying value as of the balance sheet date of obligations drawn from a line of credit, which is a bank’s commitment to make loans up to a specific amount
Some reported, expressed as dollars
Classifications: balance sheet

LineOfCredit_1Q, LineOfCredit_2Q, LineOfCredit_3Q, LineOfCredit_4Q, LineOfCredit_5Q, LineOfCredit_6Q, LineOfCredit_7Q, LineOfCredit_8Q, LineOfCredit_1Y, LineOfCredit_2Y, LineOfCredit_3Y, LineOfCredit_4Y, LineOfCredit_5Y, LineOfCredit_6Y, LineOfCredit_7Y

Loans Held For Sale

It means the aggregate amount of loans receivable that will be sold to other entities. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

LoansHeldForSale_1Q, LoansHeldForSale_2Q, LoansHeldForSale_3Q, LoansHeldForSale_4Q, LoansHeldForSale_5Q, LoansHeldForSale_6Q, LoansHeldForSale_7Q, LoansHeldForSale_8Q, LoansHeldForSale_1Y, LoansHeldForSale_2Y, LoansHeldForSale_3Y, LoansHeldForSale_4Y, LoansHeldForSale_5Y, LoansHeldForSale_6Y, LoansHeldForSale_7Y

Loans Receivable

Reflects the carrying amount of unpaid loans issued to other institutions for cash needs or an asset purchase
Some reported, expressed as dollars
Classifications: balance sheet

LoansReceivable_1Q, LoansReceivable_2Q, LoansReceivable_3Q, LoansReceivable_4Q, LoansReceivable_5Q, LoansReceivable_6Q, LoansReceivable_7Q, LoansReceivable_8Q, LoansReceivable_1Y, LoansReceivable_2Y, LoansReceivable_3Y, LoansReceivable_4Y, LoansReceivable_5Y, LoansReceivable_6Y, LoansReceivable_7Y

Long Term Capital Lease Obligation

Represents the total liability for long-term leases lasting over one year. Amount equal to the present value (the principal) at the beginning of the lease term less lease payments during the lease term
Some reported, expressed as dollars
Classifications: balance sheet

LongTermCapitalLeaseObligation_1Q, LongTermCapitalLeaseObligation_2Q, LongTermCapitalLeaseObligation_3Q, LongTermCapitalLeaseObligation_4Q, LongTermCapitalLeaseObligation_5Q, LongTermCapitalLeaseObligation_6Q, LongTermCapitalLeaseObligation_7Q, LongTermCapitalLeaseObligation_8Q, LongTermCapitalLeaseObligation_1Y, LongTermCapitalLeaseObligation_2Y, LongTermCapitalLeaseObligation_3Y, LongTermCapitalLeaseObligation_4Y, LongTermCapitalLeaseObligation_5Y, LongTermCapitalLeaseObligation_6Y, LongTermCapitalLeaseObligation_7Y

Long Term Debt And Capital Lease Obligation

All borrowings lasting over one year including long-term debt and long-term portion of capital lease obligations
Normally reported, expressed as dollars
Classifications: balance sheet

LongTermDebtAndCapitalLeaseObligation_1Q, LongTermDebtAndCapitalLeaseObligation_2Q, LongTermDebtAndCapitalLeaseObligation_3Q, LongTermDebtAndCapitalLeaseObligation_4Q, LongTermDebtAndCapitalLeaseObligation_5Q, LongTermDebtAndCapitalLeaseObligation_6Q, LongTermDebtAndCapitalLeaseObligation_7Q, LongTermDebtAndCapitalLeaseObligation_8Q, LongTermDebtAndCapitalLeaseObligation_1Y, LongTermDebtAndCapitalLeaseObligation_2Y, LongTermDebtAndCapitalLeaseObligation_3Y, LongTermDebtAndCapitalLeaseObligation_4Y, LongTermDebtAndCapitalLeaseObligation_5Y, LongTermDebtAndCapitalLeaseObligation_6Y, LongTermDebtAndCapitalLeaseObligation_7Y

Long Term Debt to Equity Ratio

Refers to the ratio of Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: Long-Term Debt And Capital Lease Obligation / Common Equity. [Note: Common Equity = Total Shareholder’s Equity – Preferred Stock
Normally reported, expressed as numbers
Classifications: ratios, computed, debt

LongTermDebtEquityRatio_1Q, LongTermDebtEquityRatio_2Q, LongTermDebtEquityRatio_3Q, LongTermDebtEquityRatio_4Q, LongTermDebtEquityRatio_5Q, LongTermDebtEquityRatio_6Q, LongTermDebtEquityRatio_7Q, LongTermDebtEquityRatio_8Q, LongTermDebtEquityRatio_1Y, LongTermDebtEquityRatio_2Y, LongTermDebtEquityRatio_3Y, LongTermDebtEquityRatio_4Y, LongTermDebtEquityRatio_5Y, LongTermDebtEquityRatio_6Y, LongTermDebtEquityRatio_7Y

Long Term Debt Issuance

The cash inflow from a debt initially having maturity due after one year or beyond the operating cycle, if longer
Normally reported, expressed as dollars
Classifications: cash flow statement

LongTermDebtIssuance_1Q, LongTermDebtIssuance_2Q, LongTermDebtIssuance_3Q, LongTermDebtIssuance_4Q, LongTermDebtIssuance_5Q, LongTermDebtIssuance_6Q, LongTermDebtIssuance_7Q, LongTermDebtIssuance_8Q, LongTermDebtIssuance_T12M, LongTermDebtIssuance_1Y, LongTermDebtIssuance_2Y, LongTermDebtIssuance_3Y, LongTermDebtIssuance_4Y, LongTermDebtIssuance_5Y, LongTermDebtIssuance_6Y, LongTermDebtIssuance_7Y

Long Term Debt Payments

The cash outflow for debt initially having maturity due after one year or beyond the normal operating cycle, if longer
Normally reported, expressed as dollars
Classifications: cash flow statement

LongTermDebtPayments_1Q, LongTermDebtPayments_2Q, LongTermDebtPayments_3Q, LongTermDebtPayments_4Q, LongTermDebtPayments_5Q, LongTermDebtPayments_6Q, LongTermDebtPayments_7Q, LongTermDebtPayments_8Q, LongTermDebtPayments_T12M, LongTermDebtPayments_1Y, LongTermDebtPayments_2Y, LongTermDebtPayments_3Y, LongTermDebtPayments_4Y, LongTermDebtPayments_5Y, LongTermDebtPayments_6Y, LongTermDebtPayments_7Y

Long Term Debt to Total Capital Ratio

Refers to the ratio of Long Term Debt to Total Capital. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: Long-Term Debt And Capital Lease Obligation / (Long-Term Debt And Capital Lease Obligation + Total Shareholder’s Equity
Normally reported, expressed as numbers
Classifications: comparisons, debt, lt debt

LongTermDebtTotalCapitalRatio_1Q, LongTermDebtTotalCapitalRatio_2Q, LongTermDebtTotalCapitalRatio_3Q, LongTermDebtTotalCapitalRatio_4Q, LongTermDebtTotalCapitalRatio_5Q, LongTermDebtTotalCapitalRatio_6Q, LongTermDebtTotalCapitalRatio_7Q, LongTermDebtTotalCapitalRatio_8Q, LongTermDebtTotalCapitalRatio_1Y, LongTermDebtTotalCapitalRatio_2Y, LongTermDebtTotalCapitalRatio_3Y, LongTermDebtTotalCapitalRatio_4Y, LongTermDebtTotalCapitalRatio_5Y, LongTermDebtTotalCapitalRatio_6Y, LongTermDebtTotalCapitalRatio_7Y

Long Term Debt

Sum of the carrying values as of the balance sheet date of all long-term debt, which is debt initially having maturities due after one year or beyond the operating cycle, if longer, but excluding the portions thereof scheduled to be repaid within one year or the normal operating cycle, if longer. Long-term debt includes notes payable, bonds payable, mortgage loans, convertible debt, subordinated debt and other types of long term debt
Normally reported and often used, expressed as dollars
Classifications: balance sheet, snapshot, debt

LongTermDebt_1Q, LongTermDebt_2Q, LongTermDebt_3Q, LongTermDebt_4Q, LongTermDebt_5Q, LongTermDebt_6Q, LongTermDebt_7Q, LongTermDebt_8Q, LongTermDebt_1Y, LongTermDebt_2Y, LongTermDebt_3Y, LongTermDebt_4Y, LongTermDebt_5Y, LongTermDebt_6Y, LongTermDebt_7Y

Long Term Investments

Often referred to simply as “investments”. Long-term investments are to be held for many years and are not intended to be disposed in the near future. This group usually consists of four types of investments
Some reported, expressed as dollars
Classifications: balance sheet, snapshot, assets

LongTermInvestments_1Q, LongTermInvestments_2Q, LongTermInvestments_3Q, LongTermInvestments_4Q, LongTermInvestments_5Q, LongTermInvestments_6Q, LongTermInvestments_7Q, LongTermInvestments_8Q, LongTermInvestments_1Y, LongTermInvestments_2Y, LongTermInvestments_3Y, LongTermInvestments_4Y, LongTermInvestments_5Y, LongTermInvestments_6Y, LongTermInvestments_7Y

Long Term Provisions

Provisions are created to protect the interests of one or both parties named in a contract or legal document which is a preparatory action or measure. Long-term provision is expired beyond one accounting period
Some reported, expressed as dollars
Classifications: balance sheet

LongTermProvisions_1Q, LongTermProvisions_2Q, LongTermProvisions_3Q, LongTermProvisions_4Q, LongTermProvisions_5Q, LongTermProvisions_6Q, LongTermProvisions_7Q, LongTermProvisions_8Q, LongTermProvisions_1Y, LongTermProvisions_2Y, LongTermProvisions_3Y, LongTermProvisions_4Y, LongTermProvisions_5Y, LongTermProvisions_6Y, LongTermProvisions_7Y

Loss Adjustment Expense

Losses generally refer to (1) the amount of reduction in the value of an insured’s property caused by an insured peril, (2) the amount sought through an insured’s claim, or (3) the amount paid on behalf of an insured under an insurance contract. Loss Adjustment Expenses is expenses incurred in the course of investigating and settling claims that includes any legal and adjusters’ fees and the costs of paying claims and all related expenses
A Few reported, expressed as dollars
Classifications: income statement

LossAdjustmentExpense_1Q, LossAdjustmentExpense_2Q, LossAdjustmentExpense_3Q, LossAdjustmentExpense_4Q, LossAdjustmentExpense_5Q, LossAdjustmentExpense_6Q, LossAdjustmentExpense_7Q, LossAdjustmentExpense_8Q, LossAdjustmentExpense_T12M, LossAdjustmentExpense_1Y, LossAdjustmentExpense_2Y, LossAdjustmentExpense_3Y, LossAdjustmentExpense_4Y, LossAdjustmentExpense_5Y, LossAdjustmentExpense_6Y, LossAdjustmentExpense_7Y

Low

The lowest trading price of the day
Normally reported and often used, expressed as dollars
Classifications: price

Low

Machinery Furniture Equipment

Fixed assets specifically dealing with tools, equipment and office furniture. This item is usually not available for the insurance and utility industries
Normally reported, expressed as dollars
Classifications: balance sheet

MachineryFurnitureEquipment_1Q, MachineryFurnitureEquipment_2Q, MachineryFurnitureEquipment_3Q, MachineryFurnitureEquipment_4Q, MachineryFurnitureEquipment_5Q, MachineryFurnitureEquipment_6Q, MachineryFurnitureEquipment_7Q, MachineryFurnitureEquipment_8Q, MachineryFurnitureEquipment_1Y, MachineryFurnitureEquipment_2Y, MachineryFurnitureEquipment_3Y, MachineryFurnitureEquipment_4Y, MachineryFurnitureEquipment_5Y, MachineryFurnitureEquipment_6Y, MachineryFurnitureEquipment_7Y

Maintenance And Repairs

The aggregate amount of maintenance and repair expenses in the current period associated with the revenue generation. Mainly for fixed assets. This item is usually only available for transportation industry
A Few reported, expressed as dollars
Classifications: income statement

MaintenanceAndRepairs_1Q, MaintenanceAndRepairs_2Q, MaintenanceAndRepairs_3Q, MaintenanceAndRepairs_4Q, MaintenanceAndRepairs_5Q, MaintenanceAndRepairs_6Q, MaintenanceAndRepairs_7Q, MaintenanceAndRepairs_8Q, MaintenanceAndRepairs_T12M, MaintenanceAndRepairs_1Y, MaintenanceAndRepairs_2Y, MaintenanceAndRepairs_3Y, MaintenanceAndRepairs_4Y, MaintenanceAndRepairs_5Y, MaintenanceAndRepairs_6Y, MaintenanceAndRepairs_7Y

Market Cap

Price * Total SharesOutstanding. The most current market cap for example, would be the most recent closing price x the most recent reported shares outstanding
Normally reported and often used, expressed as dollars
Classifications: Market Value

MarketCap

Materials And Supplies

Aggregated amount of unprocessed materials to be used in manufacturing or production process and supplies that will be consumed. This item is typically available for the utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

MaterialsAndSupplies_1Q, MaterialsAndSupplies_2Q, MaterialsAndSupplies_3Q, MaterialsAndSupplies_4Q, MaterialsAndSupplies_5Q, MaterialsAndSupplies_6Q, MaterialsAndSupplies_7Q, MaterialsAndSupplies_8Q, MaterialsAndSupplies_1Y, MaterialsAndSupplies_2Y, MaterialsAndSupplies_3Y, MaterialsAndSupplies_4Y, MaterialsAndSupplies_5Y, MaterialsAndSupplies_6Y, MaterialsAndSupplies_7Y

Mineral Properties

A fixed asset that represents strictly mineral type properties. This item is typically available for mining industry
A Few reported, expressed as dollars
Classifications: balance sheet

MineralProperties_1Q, MineralProperties_2Q, MineralProperties_3Q, MineralProperties_4Q, MineralProperties_5Q, MineralProperties_6Q, MineralProperties_7Q, MineralProperties_8Q, MineralProperties_1Y, MineralProperties_2Y, MineralProperties_3Y, MineralProperties_4Y, MineralProperties_5Y, MineralProperties_6Y, MineralProperties_7Y

Minimum Pension Liabilities

The company’s minimum pension obligations to its former employees, paid into a defined pension plan to satisfy all pension entitlements that have been earned by employees to date
A Few reported, expressed as dollars
Classifications: balance sheet

MinimumPensionLiabilities_1Q, MinimumPensionLiabilities_2Q, MinimumPensionLiabilities_3Q, MinimumPensionLiabilities_4Q, MinimumPensionLiabilities_5Q, MinimumPensionLiabilities_6Q, MinimumPensionLiabilities_7Q, MinimumPensionLiabilities_8Q, MinimumPensionLiabilities_1Y, MinimumPensionLiabilities_2Y, MinimumPensionLiabilities_3Y, MinimumPensionLiabilities_4Y, MinimumPensionLiabilities_5Y, MinimumPensionLiabilities_6Y, MinimumPensionLiabilities_7Y

Minority Interest

Carrying amount of the equity interests owned by non-controlling shareholders, partners, or other equity holders in one or more of the entities included in the reporting entity’s consolidated financial statements
Majority reported, expressed as dollars
Classifications: balance sheet

MinorityInterest_1Q, MinorityInterest_2Q, MinorityInterest_3Q, MinorityInterest_4Q, MinorityInterest_5Q, MinorityInterest_6Q, MinorityInterest_7Q, MinorityInterest_8Q, MinorityInterest_1Y, MinorityInterest_2Y, MinorityInterest_3Y, MinorityInterest_4Y, MinorityInterest_5Y, MinorityInterest_6Y, MinorityInterest_7Y

Minority Interests

Represents par or stated value of the subsidiary stock not owned by the parent company plus the minority interest’s equity in the surplus of the subsidiary. This item includes preferred dividend averages on the minority preferred stock (preferred shares not owned by the reporting parent company). Minority interest also refers to stockholders who own less than 50% of a subsidiary’s outstanding voting common stock. The minority stockholders hold an interest in the subsidiary’s net assets and share earnings with the parent company
Majority reported, expressed as dollars
Classifications: income statement

MinorityInterests_1Q, MinorityInterests_2Q, MinorityInterests_3Q, MinorityInterests_4Q, MinorityInterests_5Q, MinorityInterests_6Q, MinorityInterests_7Q, MinorityInterests_8Q, MinorityInterests_T12M, MinorityInterests_1Y, MinorityInterests_2Y, MinorityInterests_3Y, MinorityInterests_4Y, MinorityInterests_5Y, MinorityInterests_6Y, MinorityInterests_7Y

Money Market Investments

Short-term (typical maturity is less than one year), highly liquid government or corporate debt instrument such as bankers’ acceptance, promissory notes, and treasury bills
A Few reported, expressed as dollars
Classifications: balance sheet

MoneyMarketInvestments_1Q, MoneyMarketInvestments_2Q, MoneyMarketInvestments_3Q, MoneyMarketInvestments_4Q, MoneyMarketInvestments_5Q, MoneyMarketInvestments_6Q, MoneyMarketInvestments_7Q, MoneyMarketInvestments_8Q, MoneyMarketInvestments_1Y, MoneyMarketInvestments_2Y, MoneyMarketInvestments_3Y, MoneyMarketInvestments_4Y, MoneyMarketInvestments_5Y, MoneyMarketInvestments_6Y, MoneyMarketInvestments_7Y

Month of Year

1-12, where 1 == January, 2 == February,…
Expressed as numbers
Classifications: date

MonthOfYear

Mortgage And Consumer Loans

It means the aggregate amount of mortgage and consumer loans. This item is typically available for the insurance industry
A Few reported, expressed as dollars
Classifications: balance sheet

MortgageAndConsumerloans_1Q, MortgageAndConsumerloans_2Q, MortgageAndConsumerloans_3Q, MortgageAndConsumerloans_4Q, MortgageAndConsumerloans_5Q, MortgageAndConsumerloans_6Q, MortgageAndConsumerloans_7Q, MortgageAndConsumerloans_8Q, MortgageAndConsumerloans_1Y, MortgageAndConsumerloans_2Y, MortgageAndConsumerloans_3Y, MortgageAndConsumerloans_4Y, MortgageAndConsumerloans_5Y, MortgageAndConsumerloans_6Y, MortgageAndConsumerloans_7Y

Mortgage Loan

This is a lien on real estate to protect a lender. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

MortgageLoan_1Q, MortgageLoan_2Q, MortgageLoan_3Q, MortgageLoan_4Q, MortgageLoan_5Q, MortgageLoan_6Q, MortgageLoan_7Q, MortgageLoan_8Q, MortgageLoan_1Y, MortgageLoan_2Y, MortgageLoan_3Y, MortgageLoan_4Y, MortgageLoan_5Y, MortgageLoan_6Y, MortgageLoan_7Y

NAICS

An acronym for North American Industry Classification System, it is a 6 digit numerical classification assigned to individual companies. Developed jointly by the U.S., Canada, and Mexico to provide new comparability in statistics about business activity across North America. It is intended to replace the U.S. Standard Industrial Classification system. See separate reference document for a list of NAICS Codes/Mappings. The initial SIC and NAICS listed is the Primary based on revenue generation; followed by Secondary SIC and NAICS when applicable. Both SIC and NAICS are manually collected and assigned
Normally reported, expressed as Code
Classifications: categorization

NAICS

Natural Gas Fuel And Other

The amount for the natural gas, fuel and other items related to the utility industry, which might include oil and gas wells, the properties to exploit oil and gas or liquefied natural gas sites
A Few reported, expressed as dollars
Classifications: balance sheet

NaturalGasFuelAndOther_1Q, NaturalGasFuelAndOther_2Q, NaturalGasFuelAndOther_3Q, NaturalGasFuelAndOther_4Q, NaturalGasFuelAndOther_5Q, NaturalGasFuelAndOther_6Q, NaturalGasFuelAndOther_7Q, NaturalGasFuelAndOther_8Q, NaturalGasFuelAndOther_1Y, NaturalGasFuelAndOther_2Y, NaturalGasFuelAndOther_3Y, NaturalGasFuelAndOther_4Y, NaturalGasFuelAndOther_5Y, NaturalGasFuelAndOther_6Y, NaturalGasFuelAndOther_7Y

Net Business Purchase And Sale

The net change between Purchases/Sales of Business
Normally reported, expressed as dollars
Classifications: cash flow statement

NetBusinessPurchaseAndSale_1Q, NetBusinessPurchaseAndSale_2Q, NetBusinessPurchaseAndSale_3Q, NetBusinessPurchaseAndSale_4Q, NetBusinessPurchaseAndSale_5Q, NetBusinessPurchaseAndSale_6Q, NetBusinessPurchaseAndSale_7Q, NetBusinessPurchaseAndSale_8Q, NetBusinessPurchaseAndSale_T12M, NetBusinessPurchaseAndSale_1Y, NetBusinessPurchaseAndSale_2Y, NetBusinessPurchaseAndSale_3Y, NetBusinessPurchaseAndSale_4Y, NetBusinessPurchaseAndSale_5Y, NetBusinessPurchaseAndSale_6Y, NetBusinessPurchaseAndSale_7Y

Net Common Stock Issuance

The increase or decrease between periods of common stock
Normally reported, expressed as dollars
Classifications: cash flow statement

NetCommonStockIssuance_1Q, NetCommonStockIssuance_2Q, NetCommonStockIssuance_3Q, NetCommonStockIssuance_4Q, NetCommonStockIssuance_5Q, NetCommonStockIssuance_6Q, NetCommonStockIssuance_7Q, NetCommonStockIssuance_8Q, NetCommonStockIssuance_T12M, NetCommonStockIssuance_1Y, NetCommonStockIssuance_2Y, NetCommonStockIssuance_3Y, NetCommonStockIssuance_4Y, NetCommonStockIssuance_5Y, NetCommonStockIssuance_6Y, NetCommonStockIssuance_7Y

Net Debt

This is a metric that shows a company’s overall debt situation by netting the value of a company’s liabilities and debts with its cash and other similar liquid assets. It is calculated using [Current Debt] + [Long Term Debt] – [Cash and Cash Equivalents].
Normally reported, expressed as dollars
Classifications: balance sheet

NetDebt_1Q, NetDebt_2Q, NetDebt_3Q, NetDebt_4Q, NetDebt_5Q, NetDebt_6Q, NetDebt_7Q, NetDebt_8Q, NetDebt_1Y, NetDebt_2Y, NetDebt_3Y, NetDebt_4Y, NetDebt_5Y, NetDebt_6Y, NetDebt_7Y

Net Foreign Currency Exchange Gain Loss

The aggregate amount of realized and unrealized gain or loss resulting from changes in exchange rates between currencies. (Excludes foreign currency transactions designated as hedges of net investment in a foreign entity and inter-company foreign currency transactions that are of a long-term nature, when the entities to the transaction are consolidated, combined, or accounted for by the equity method in the reporting entity’s financial statements. For certain entities, primarily banks, which are dealers in foreign exchange, foreign currency transaction gains or losses, may be disclosed as dealer gains or losses
Some reported, expressed as dollars
Classifications: cash flow statement

NetForeignCurrencyExchangeGainLoss_1Q, NetForeignCurrencyExchangeGainLoss_2Q, NetForeignCurrencyExchangeGainLoss_3Q, NetForeignCurrencyExchangeGainLoss_4Q, NetForeignCurrencyExchangeGainLoss_5Q, NetForeignCurrencyExchangeGainLoss_6Q, NetForeignCurrencyExchangeGainLoss_7Q, NetForeignCurrencyExchangeGainLoss_8Q, NetForeignCurrencyExchangeGainLoss_T12M, NetForeignCurrencyExchangeGainLoss_1Y, NetForeignCurrencyExchangeGainLoss_2Y, NetForeignCurrencyExchangeGainLoss_3Y, NetForeignCurrencyExchangeGainLoss_4Y, NetForeignCurrencyExchangeGainLoss_5Y, NetForeignCurrencyExchangeGainLoss_6Y, NetForeignCurrencyExchangeGainLoss_7Y

Net Foreign Exchange Gain Loss

The aggregate foreign currency translation gain or loss (both realized and unrealized) included as part of revenue. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

NetForeignExchangeGainLoss_1Q, NetForeignExchangeGainLoss_2Q, NetForeignExchangeGainLoss_3Q, NetForeignExchangeGainLoss_4Q, NetForeignExchangeGainLoss_5Q, NetForeignExchangeGainLoss_6Q, NetForeignExchangeGainLoss_7Q, NetForeignExchangeGainLoss_8Q, NetForeignExchangeGainLoss_T12M, NetForeignExchangeGainLoss_1Y, NetForeignExchangeGainLoss_2Y, NetForeignExchangeGainLoss_3Y, NetForeignExchangeGainLoss_4Y, NetForeignExchangeGainLoss_5Y, NetForeignExchangeGainLoss_6Y, NetForeignExchangeGainLoss_7Y

Net Income Common Stockholders

Net income minus the preferred dividends paid as presented in the Income Statement
Normally reported, expressed as dollars
Classifications: income statement, timeframe, income, earnings

NetIncomeCommonStockholders_1Q, NetIncomeCommonStockholders_2Q, NetIncomeCommonStockholders_3Q, NetIncomeCommonStockholders_4Q, NetIncomeCommonStockholders_5Q, NetIncomeCommonStockholders_6Q, NetIncomeCommonStockholders_7Q, NetIncomeCommonStockholders_8Q, NetIncomeCommonStockholders_T12M, NetIncomeCommonStockholders_1Y, NetIncomeCommonStockholders_2Y, NetIncomeCommonStockholders_3Y, NetIncomeCommonStockholders_4Y, NetIncomeCommonStockholders_5Y, NetIncomeCommonStockholders_6Y, NetIncomeCommonStockholders_7Y

Net Income Continuous Ops Growth

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future
Normally reported, expressed as numbers
Classifications: income statement

NetIncomeContOpsGrowth_1Q, NetIncomeContOpsGrowth_2Q, NetIncomeContOpsGrowth_3Q, NetIncomeContOpsGrowth_4Q, NetIncomeContOpsGrowth_5Q, NetIncomeContOpsGrowth_6Q, NetIncomeContOpsGrowth_7Q, NetIncomeContOpsGrowth_8Q, NetIncomeContOpsGrowth_1Y, NetIncomeContOpsGrowth_2Y, NetIncomeContOpsGrowth_3Y, NetIncomeContOpsGrowth_4Y, NetIncomeContOpsGrowth_5Y, NetIncomeContOpsGrowth_6Y, NetIncomeContOpsGrowth_7Y

Net Income Continuous Operations

Revenue less expenses and taxes from the entity’s ongoing operations and before income (loss) from: Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses
Normally reported, expressed as dollars
Classifications: income statement, timeframe, income, earnings

NetIncomeContinuousOperations_1Q, NetIncomeContinuousOperations_2Q, NetIncomeContinuousOperations_3Q, NetIncomeContinuousOperations_4Q, NetIncomeContinuousOperations_5Q, NetIncomeContinuousOperations_6Q, NetIncomeContinuousOperations_7Q, NetIncomeContinuousOperations_8Q, NetIncomeContinuousOperations_T12M, NetIncomeContinuousOperations_1Y, NetIncomeContinuousOperations_2Y, NetIncomeContinuousOperations_3Y, NetIncomeContinuousOperations_4Y, NetIncomeContinuousOperations_5Y, NetIncomeContinuousOperations_6Y, NetIncomeContinuousOperations_7Y

Net Income From Extraordinary Items

Gains (losses), whether arising from extinguishment of debt, prior period adjustments, or from other events or transactions, that are both unusual in nature and infrequent in occurrence thereby meeting the criteria for an event or transaction to be classified as an extraordinary item
Some reported, expressed as dollars
Classifications: income statement

NetIncomeExtraordinary_1Q, NetIncomeExtraordinary_2Q, NetIncomeExtraordinary_3Q, NetIncomeExtraordinary_4Q, NetIncomeExtraordinary_5Q, NetIncomeExtraordinary_6Q, NetIncomeExtraordinary_7Q, NetIncomeExtraordinary_8Q, NetIncomeExtraordinary_T12M, NetIncomeExtraordinary_1Y, NetIncomeExtraordinary_2Y, NetIncomeExtraordinary_3Y, NetIncomeExtraordinary_4Y, NetIncomeExtraordinary_5Y, NetIncomeExtraordinary_6Y, NetIncomeExtraordinary_7Y

Net Income From Continuing And Discontinued Operation

Net Income from Continuing Operations and Discontinued Operations, added together
Normally reported, expressed as dollars
Classifications: income statement

NetIncomeFromContinuingAndDiscontinuedOperation_1Q, NetIncomeFromContinuingAndDiscontinuedOperation_2Q, NetIncomeFromContinuingAndDiscontinuedOperation_3Q, NetIncomeFromContinuingAndDiscontinuedOperation_4Q, NetIncomeFromContinuingAndDiscontinuedOperation_5Q, NetIncomeFromContinuingAndDiscontinuedOperation_6Q, NetIncomeFromContinuingAndDiscontinuedOperation_7Q, NetIncomeFromContinuingAndDiscontinuedOperation_8Q, NetIncomeFromContinuingAndDiscontinuedOperation_T12M, NetIncomeFromContinuingAndDiscontinuedOperation_1Y, NetIncomeFromContinuingAndDiscontinuedOperation_2Y, NetIncomeFromContinuingAndDiscontinuedOperation_3Y, NetIncomeFromContinuingAndDiscontinuedOperation_4Y, NetIncomeFromContinuingAndDiscontinuedOperation_5Y, NetIncomeFromContinuingAndDiscontinuedOperation_6Y, NetIncomeFromContinuingAndDiscontinuedOperation_7Y

Net Income From Continuing Operation Net Minority Interest

Revenue less expenses and taxes from the entity’s ongoing operations net of minority interest and before income (loss) from: Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses
Normally reported, expressed as dollars
Classifications: income statement

NetIncomeFromContinuingOperationNetMinorityInterest_1Q, NetIncomeFromContinuingOperationNetMinorityInterest_2Q, NetIncomeFromContinuingOperationNetMinorityInterest_3Q, NetIncomeFromContinuingOperationNetMinorityInterest_4Q, NetIncomeFromContinuingOperationNetMinorityInterest_5Q, NetIncomeFromContinuingOperationNetMinorityInterest_6Q, NetIncomeFromContinuingOperationNetMinorityInterest_7Q, NetIncomeFromContinuingOperationNetMinorityInterest_8Q, NetIncomeFromContinuingOperationNetMinorityInterest_T12M, NetIncomeFromContinuingOperationNetMinorityInterest_1Y, NetIncomeFromContinuingOperationNetMinorityInterest_2Y, NetIncomeFromContinuingOperationNetMinorityInterest_3Y, NetIncomeFromContinuingOperationNetMinorityInterest_4Y, NetIncomeFromContinuingOperationNetMinorityInterest_5Y, NetIncomeFromContinuingOperationNetMinorityInterest_6Y, NetIncomeFromContinuingOperationNetMinorityInterest_7Y

Net Income From Continuing Operations

Revenue less expenses and taxes from the entity’s ongoing operations and before income (loss) from discontinued operations, extraordinary items, impact of changes in accounting principles, minority interest, and various other reconciling adjustments
Normally reported, expressed as dollars
Classifications: cash flow statement

NetIncomeFromContinuingOperations_1Q, NetIncomeFromContinuingOperations_2Q, NetIncomeFromContinuingOperations_3Q, NetIncomeFromContinuingOperations_4Q, NetIncomeFromContinuingOperations_5Q, NetIncomeFromContinuingOperations_6Q, NetIncomeFromContinuingOperations_7Q, NetIncomeFromContinuingOperations_8Q, NetIncomeFromContinuingOperations_T12M, NetIncomeFromContinuingOperations_1Y, NetIncomeFromContinuingOperations_2Y, NetIncomeFromContinuingOperations_3Y, NetIncomeFromContinuingOperations_4Y, NetIncomeFromContinuingOperations_5Y, NetIncomeFromContinuingOperations_6Y, NetIncomeFromContinuingOperations_7Y

Net Income From Tax Loss Carryforward

Occurs if a company has had a net loss from operations on a previous year that can be carried forward to reduce net income for tax purposes
Some reported, expressed as dollars
Classifications: income statement

NetIncomeFromTaxLossCarryforward_1Q, NetIncomeFromTaxLossCarryforward_2Q, NetIncomeFromTaxLossCarryforward_3Q, NetIncomeFromTaxLossCarryforward_4Q, NetIncomeFromTaxLossCarryforward_5Q, NetIncomeFromTaxLossCarryforward_6Q, NetIncomeFromTaxLossCarryforward_7Q, NetIncomeFromTaxLossCarryforward_8Q, NetIncomeFromTaxLossCarryforward_T12M, NetIncomeFromTaxLossCarryforward_1Y, NetIncomeFromTaxLossCarryforward_2Y, NetIncomeFromTaxLossCarryforward_3Y, NetIncomeFromTaxLossCarryforward_4Y, NetIncomeFromTaxLossCarryforward_5Y, NetIncomeFromTaxLossCarryforward_6Y, NetIncomeFromTaxLossCarryforward_7Y

Net Income Growth

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports
Normally reported, expressed as numbers
Classifications: income statement, timeframe, income, earnings

NetIncomeGrowth_1Q, NetIncomeGrowth_2Q, NetIncomeGrowth_3Q, NetIncomeGrowth_4Q, NetIncomeGrowth_5Q, NetIncomeGrowth_6Q, NetIncomeGrowth_7Q, NetIncomeGrowth_8Q, NetIncomeGrowth_1Y, NetIncomeGrowth_2Y, NetIncomeGrowth_3Y, NetIncomeGrowth_4Y, NetIncomeGrowth_5Y, NetIncomeGrowth_6Y, NetIncomeGrowth_7Y

Net Income Including Noncontrolling Interests

Net income of the group after the adjustment of all expenses and benefit.
Normally reported, expressed as dollars
Classifications: income statement

NetIncomeIncludingNoncontrollingInterests_1Q, NetIncomeIncludingNoncontrollingInterests_2Q, NetIncomeIncludingNoncontrollingInterests_3Q, NetIncomeIncludingNoncontrollingInterests_4Q, NetIncomeIncludingNoncontrollingInterests_5Q, NetIncomeIncludingNoncontrollingInterests_6Q, NetIncomeIncludingNoncontrollingInterests_7Q, NetIncomeIncludingNoncontrollingInterests_8Q, NetIncomeIncludingNoncontrollingInterests_T12M, NetIncomeIncludingNoncontrollingInterests_1Y, NetIncomeIncludingNoncontrollingInterests_2Y, NetIncomeIncludingNoncontrollingInterests_3Y, NetIncomeIncludingNoncontrollingInterests_4Y, NetIncomeIncludingNoncontrollingInterests_5Y, NetIncomeIncludingNoncontrollingInterests_6Y, NetIncomeIncludingNoncontrollingInterests_7Y

Net Income

Includes all the operations (continuing and discontinued) and all the other income or charges (extraordinary, accounting changes, tax loss carry forward, and other gains and losses
Normally reported and often used, expressed as dollars
Keywords: Profit
Classifications: income statement, timeframe, income, earnings

NetIncome_1Q, NetIncome_2Q, NetIncome_3Q, NetIncome_4Q, NetIncome_5Q, NetIncome_6Q, NetIncome_7Q, NetIncome_8Q, NetIncome_T12M, NetIncome_1Y, NetIncome_2Y, NetIncome_3Y, NetIncome_4Y, NetIncome_5Y, NetIncome_6Y, NetIncome_7Y

Net Intangibles Purchase And Sale

The net change between Purchases/Sales of Intangibles
Some reported, expressed as dollars
Classifications: cash flow statement

NetIntangiblesPurchaseAndSale_1Q, NetIntangiblesPurchaseAndSale_2Q, NetIntangiblesPurchaseAndSale_3Q, NetIntangiblesPurchaseAndSale_4Q, NetIntangiblesPurchaseAndSale_5Q, NetIntangiblesPurchaseAndSale_6Q, NetIntangiblesPurchaseAndSale_7Q, NetIntangiblesPurchaseAndSale_8Q, NetIntangiblesPurchaseAndSale_T12M, NetIntangiblesPurchaseAndSale_1Y, NetIntangiblesPurchaseAndSale_2Y, NetIntangiblesPurchaseAndSale_3Y, NetIntangiblesPurchaseAndSale_4Y, NetIntangiblesPurchaseAndSale_5Y, NetIntangiblesPurchaseAndSale_6Y, NetIntangiblesPurchaseAndSale_7Y

Net Interest Income

Total interest income minus total interest expense. It represents the difference between interest and dividends earned on interest-bearing assets and interest paid to depositors and other creditors
Normally reported, expressed as dollars
Classifications: income statement

NetInterestIncome_1Q, NetInterestIncome_2Q, NetInterestIncome_3Q, NetInterestIncome_4Q, NetInterestIncome_5Q, NetInterestIncome_6Q, NetInterestIncome_7Q, NetInterestIncome_8Q, NetInterestIncome_T12M, NetInterestIncome_1Y, NetInterestIncome_2Y, NetInterestIncome_3Y, NetInterestIncome_4Y, NetInterestIncome_5Y, NetInterestIncome_6Y, NetInterestIncome_7Y

Net Investment Income

Total of interest, dividends, and other earnings derived from the insurance company’s invested assets minus the expenses associated with these investments. Excluded from this income are capital gains or losses as the result of the sale of assets, as well as any unrealized capital gains or losses
A Few reported, expressed as dollars
Classifications: income statement

NetInvestmentIncome_1Q, NetInvestmentIncome_2Q, NetInvestmentIncome_3Q, NetInvestmentIncome_4Q, NetInvestmentIncome_5Q, NetInvestmentIncome_6Q, NetInvestmentIncome_7Q, NetInvestmentIncome_8Q, NetInvestmentIncome_T12M, NetInvestmentIncome_1Y, NetInvestmentIncome_2Y, NetInvestmentIncome_3Y, NetInvestmentIncome_4Y, NetInvestmentIncome_5Y, NetInvestmentIncome_6Y, NetInvestmentIncome_7Y

Net Investment Properties Purchase And Sale

Net increase or decrease in cash due to purchases or sales of investment properties during the accounting period.
Some reported, expressed as dollars
Classifications: cash flow statement

NetInvestmentPropertiesPurchaseAndSale_1Q, NetInvestmentPropertiesPurchaseAndSale_2Q, NetInvestmentPropertiesPurchaseAndSale_3Q, NetInvestmentPropertiesPurchaseAndSale_4Q, NetInvestmentPropertiesPurchaseAndSale_5Q, NetInvestmentPropertiesPurchaseAndSale_6Q, NetInvestmentPropertiesPurchaseAndSale_7Q, NetInvestmentPropertiesPurchaseAndSale_8Q, NetInvestmentPropertiesPurchaseAndSale_T12M, NetInvestmentPropertiesPurchaseAndSale_1Y, NetInvestmentPropertiesPurchaseAndSale_2Y, NetInvestmentPropertiesPurchaseAndSale_3Y, NetInvestmentPropertiesPurchaseAndSale_4Y, NetInvestmentPropertiesPurchaseAndSale_5Y, NetInvestmentPropertiesPurchaseAndSale_6Y, NetInvestmentPropertiesPurchaseAndSale_7Y

Net Investment Purchase And Sale

The net change between Purchases/Sales of Investments
Normally reported, expressed as dollars
Classifications: cash flow statement

NetInvestmentPurchaseAndSale_1Q, NetInvestmentPurchaseAndSale_2Q, NetInvestmentPurchaseAndSale_3Q, NetInvestmentPurchaseAndSale_4Q, NetInvestmentPurchaseAndSale_5Q, NetInvestmentPurchaseAndSale_6Q, NetInvestmentPurchaseAndSale_7Q, NetInvestmentPurchaseAndSale_8Q, NetInvestmentPurchaseAndSale_T12M, NetInvestmentPurchaseAndSale_1Y, NetInvestmentPurchaseAndSale_2Y, NetInvestmentPurchaseAndSale_3Y, NetInvestmentPurchaseAndSale_4Y, NetInvestmentPurchaseAndSale_5Y, NetInvestmentPurchaseAndSale_6Y, NetInvestmentPurchaseAndSale_7Y

Net Issuance Payments Of Debt

The increase or decrease between periods of debt
Normally reported, expressed as dollars
Classifications: cash flow statement

NetIssuancePaymentsOfDebt_1Q, NetIssuancePaymentsOfDebt_2Q, NetIssuancePaymentsOfDebt_3Q, NetIssuancePaymentsOfDebt_4Q, NetIssuancePaymentsOfDebt_5Q, NetIssuancePaymentsOfDebt_6Q, NetIssuancePaymentsOfDebt_7Q, NetIssuancePaymentsOfDebt_8Q, NetIssuancePaymentsOfDebt_T12M, NetIssuancePaymentsOfDebt_1Y, NetIssuancePaymentsOfDebt_2Y, NetIssuancePaymentsOfDebt_3Y, NetIssuancePaymentsOfDebt_4Y, NetIssuancePaymentsOfDebt_5Y, NetIssuancePaymentsOfDebt_6Y, NetIssuancePaymentsOfDebt_7Y

Net Loan

Represents the value of all loans after deduction of the appropriate allowances for loan and lease losses
Some reported, expressed as dollars
Classifications: balance sheet

NetLoan_1Q, NetLoan_2Q, NetLoan_3Q, NetLoan_4Q, NetLoan_5Q, NetLoan_6Q, NetLoan_7Q, NetLoan_8Q, NetLoan_1Y, NetLoan_2Y, NetLoan_3Y, NetLoan_4Y, NetLoan_5Y, NetLoan_6Y, NetLoan_7Y

Net Long Term Debt Issuance

The increase or decrease between periods of long term debt. Long term debt includes notes payable, bonds payable, mortgage loans, convertible debt, subordinated debt and other types of long term debt
Normally reported, expressed as dollars
Classifications: cash flow statement

NetLongTermDebtIssuance_1Q, NetLongTermDebtIssuance_2Q, NetLongTermDebtIssuance_3Q, NetLongTermDebtIssuance_4Q, NetLongTermDebtIssuance_5Q, NetLongTermDebtIssuance_6Q, NetLongTermDebtIssuance_7Q, NetLongTermDebtIssuance_8Q, NetLongTermDebtIssuance_T12M, NetLongTermDebtIssuance_1Y, NetLongTermDebtIssuance_2Y, NetLongTermDebtIssuance_3Y, NetLongTermDebtIssuance_4Y, NetLongTermDebtIssuance_5Y, NetLongTermDebtIssuance_6Y, NetLongTermDebtIssuance_7Y

Net Margin

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: Net Income / Revenue
Normally reported, expressed as numbers
Classifications: ratios, computed, margin, net income

NetMargin_1Q, NetMargin_2Q, NetMargin_3Q, NetMargin_4Q, NetMargin_5Q, NetMargin_6Q, NetMargin_7Q, NetMargin_8Q, NetMargin_1Y, NetMargin_2Y, NetMargin_3Y, NetMargin_4Y, NetMargin_5Y, NetMargin_6Y, NetMargin_7Y

Interest Income Non Operating, Net

Net-Non Operating interest income or expenses caused by financing activities
Normally reported, expressed as dollars
Classifications: income statement

NetNonOperatingInterestIncomeExpense_1Q, NetNonOperatingInterestIncomeExpense_2Q, NetNonOperatingInterestIncomeExpense_3Q, NetNonOperatingInterestIncomeExpense_4Q, NetNonOperatingInterestIncomeExpense_5Q, NetNonOperatingInterestIncomeExpense_6Q, NetNonOperatingInterestIncomeExpense_7Q, NetNonOperatingInterestIncomeExpense_8Q, NetNonOperatingInterestIncomeExpense_T12M, NetNonOperatingInterestIncomeExpense_1Y, NetNonOperatingInterestIncomeExpense_2Y, NetNonOperatingInterestIncomeExpense_3Y, NetNonOperatingInterestIncomeExpense_4Y, NetNonOperatingInterestIncomeExpense_5Y, NetNonOperatingInterestIncomeExpense_6Y, NetNonOperatingInterestIncomeExpense_7Y

Net Occupancy Expense

Occupancy expense may include items, such as depreciation of facilities and equipment, lease expenses, property taxes and property and casualty insurance expense. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

NetOccupancyExpense_1Q, NetOccupancyExpense_2Q, NetOccupancyExpense_3Q, NetOccupancyExpense_4Q, NetOccupancyExpense_5Q, NetOccupancyExpense_6Q, NetOccupancyExpense_7Q, NetOccupancyExpense_8Q, NetOccupancyExpense_T12M, NetOccupancyExpense_1Y, NetOccupancyExpense_2Y, NetOccupancyExpense_3Y, NetOccupancyExpense_4Y, NetOccupancyExpense_5Y, NetOccupancyExpense_6Y, NetOccupancyExpense_7Y

Net Other Financing Charges

Miscellaneous charges incurred due to Financing activities
Normally reported, expressed as dollars
Classifications: cash flow statement

NetOtherFinancingCharges_1Q, NetOtherFinancingCharges_2Q, NetOtherFinancingCharges_3Q, NetOtherFinancingCharges_4Q, NetOtherFinancingCharges_5Q, NetOtherFinancingCharges_6Q, NetOtherFinancingCharges_7Q, NetOtherFinancingCharges_8Q, NetOtherFinancingCharges_T12M, NetOtherFinancingCharges_1Y, NetOtherFinancingCharges_2Y, NetOtherFinancingCharges_3Y, NetOtherFinancingCharges_4Y, NetOtherFinancingCharges_5Y, NetOtherFinancingCharges_6Y, NetOtherFinancingCharges_7Y

Net Other Investing Changes

Miscellaneous charges incurred due to Investing activities
Normally reported, expressed as dollars
Classifications: cash flow statement

NetOtherInvestingChanges_1Q, NetOtherInvestingChanges_2Q, NetOtherInvestingChanges_3Q, NetOtherInvestingChanges_4Q, NetOtherInvestingChanges_5Q, NetOtherInvestingChanges_6Q, NetOtherInvestingChanges_7Q, NetOtherInvestingChanges_8Q, NetOtherInvestingChanges_T12M, NetOtherInvestingChanges_1Y, NetOtherInvestingChanges_2Y, NetOtherInvestingChanges_3Y, NetOtherInvestingChanges_4Y, NetOtherInvestingChanges_5Y, NetOtherInvestingChanges_6Y, NetOtherInvestingChanges_7Y

Net PPE Purchase And Sale

The net change between Purchases/Sales of PPE
Normally reported, expressed as dollars
Classifications: cash flow statement

NetPPEPurchaseAndSale_1Q, NetPPEPurchaseAndSale_2Q, NetPPEPurchaseAndSale_3Q, NetPPEPurchaseAndSale_4Q, NetPPEPurchaseAndSale_5Q, NetPPEPurchaseAndSale_6Q, NetPPEPurchaseAndSale_7Q, NetPPEPurchaseAndSale_8Q, NetPPEPurchaseAndSale_T12M, NetPPEPurchaseAndSale_1Y, NetPPEPurchaseAndSale_2Y, NetPPEPurchaseAndSale_3Y, NetPPEPurchaseAndSale_4Y, NetPPEPurchaseAndSale_5Y, NetPPEPurchaseAndSale_6Y, NetPPEPurchaseAndSale_7Y

Net PPE

Tangible assets that are held by an entity for use in the production or supply of goods and services, for rental to others, or for administrative purposes and that are expected to provide economic benefit for more than one year; net of accumulated depreciation
Normally reported, expressed as dollars
Classifications: property, plant, equipment, long term assets,

NetPPE_1Q, NetPPE_2Q, NetPPE_3Q, NetPPE_4Q, NetPPE_5Q, NetPPE_6Q, NetPPE_7Q, NetPPE_8Q, NetPPE_1Y, NetPPE_2Y, NetPPE_3Y, NetPPE_4Y, NetPPE_5Y, NetPPE_6Y, NetPPE_7Y

Net Policyholder Benefits And Claims

The net provision in current period for future policy benefits, claims, and claims settlement expenses incurred in the claims settlement process before the effects of reinsurance arrangements. The value is net of the effects of contracts assumed and ceded
A Few reported, expressed as dollars
Classifications: income statement

NetPolicyholderBenefitsAndClaims_1Q, NetPolicyholderBenefitsAndClaims_2Q, NetPolicyholderBenefitsAndClaims_3Q, NetPolicyholderBenefitsAndClaims_4Q, NetPolicyholderBenefitsAndClaims_5Q, NetPolicyholderBenefitsAndClaims_6Q, NetPolicyholderBenefitsAndClaims_7Q, NetPolicyholderBenefitsAndClaims_8Q, NetPolicyholderBenefitsAndClaims_T12M, NetPolicyholderBenefitsAndClaims_1Y, NetPolicyholderBenefitsAndClaims_2Y, NetPolicyholderBenefitsAndClaims_3Y, NetPolicyholderBenefitsAndClaims_4Y, NetPolicyholderBenefitsAndClaims_5Y, NetPolicyholderBenefitsAndClaims_6Y, NetPolicyholderBenefitsAndClaims_7Y

Net Preferred Stock Issuance

The increase or decrease between periods of preferred stock
Some reported, expressed as dollars
Classifications: cash flow statement

NetPreferredStockIssuance_1Q, NetPreferredStockIssuance_2Q, NetPreferredStockIssuance_3Q, NetPreferredStockIssuance_4Q, NetPreferredStockIssuance_5Q, NetPreferredStockIssuance_6Q, NetPreferredStockIssuance_7Q, NetPreferredStockIssuance_8Q, NetPreferredStockIssuance_T12M, NetPreferredStockIssuance_1Y, NetPreferredStockIssuance_2Y, NetPreferredStockIssuance_3Y, NetPreferredStockIssuance_4Y, NetPreferredStockIssuance_5Y, NetPreferredStockIssuance_6Y, NetPreferredStockIssuance_7Y

Net Premiums Written

Net premiums written are gross premiums written less ceded premiums. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

NetPremiumsWritten_1Q, NetPremiumsWritten_2Q, NetPremiumsWritten_3Q, NetPremiumsWritten_4Q, NetPremiumsWritten_5Q, NetPremiumsWritten_6Q, NetPremiumsWritten_7Q, NetPremiumsWritten_8Q, NetPremiumsWritten_T12M, NetPremiumsWritten_1Y, NetPremiumsWritten_2Y, NetPremiumsWritten_3Y, NetPremiumsWritten_4Y, NetPremiumsWritten_5Y, NetPremiumsWritten_6Y, NetPremiumsWritten_7Y

Net Proceeds Payment For Loan

The net value of proceeds or payments of loans
A Few reported, expressed as dollars
Classifications: cash flow statement

NetProceedsPaymentForLoan_1Q, NetProceedsPaymentForLoan_2Q, NetProceedsPaymentForLoan_3Q, NetProceedsPaymentForLoan_4Q, NetProceedsPaymentForLoan_5Q, NetProceedsPaymentForLoan_6Q, NetProceedsPaymentForLoan_7Q, NetProceedsPaymentForLoan_8Q, NetProceedsPaymentForLoan_T12M, NetProceedsPaymentForLoan_1Y, NetProceedsPaymentForLoan_2Y, NetProceedsPaymentForLoan_3Y, NetProceedsPaymentForLoan_4Y, NetProceedsPaymentForLoan_5Y, NetProceedsPaymentForLoan_6Y, NetProceedsPaymentForLoan_7Y

Net Realized Gain Loss On Investments

Gain or loss realized during the period of time for all kinds of investment securities. In might include trading, available-for-sale, or held-to-maturity securities. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

NetRealizedGainLossOnInvestments_1Q, NetRealizedGainLossOnInvestments_2Q, NetRealizedGainLossOnInvestments_3Q, NetRealizedGainLossOnInvestments_4Q, NetRealizedGainLossOnInvestments_5Q, NetRealizedGainLossOnInvestments_6Q, NetRealizedGainLossOnInvestments_7Q, NetRealizedGainLossOnInvestments_8Q, NetRealizedGainLossOnInvestments_T12M, NetRealizedGainLossOnInvestments_1Y, NetRealizedGainLossOnInvestments_2Y, NetRealizedGainLossOnInvestments_3Y, NetRealizedGainLossOnInvestments_4Y, NetRealizedGainLossOnInvestments_5Y, NetRealizedGainLossOnInvestments_6Y, NetRealizedGainLossOnInvestments_7Y

Net Short Term Debt Issuance

The increase or decrease between periods of short term debt
Majority reported, expressed as dollars
Classifications: cash flow statement

NetShortTermDebtIssuance_1Q, NetShortTermDebtIssuance_2Q, NetShortTermDebtIssuance_3Q, NetShortTermDebtIssuance_4Q, NetShortTermDebtIssuance_5Q, NetShortTermDebtIssuance_6Q, NetShortTermDebtIssuance_7Q, NetShortTermDebtIssuance_8Q, NetShortTermDebtIssuance_T12M, NetShortTermDebtIssuance_1Y, NetShortTermDebtIssuance_2Y, NetShortTermDebtIssuance_3Y, NetShortTermDebtIssuance_4Y, NetShortTermDebtIssuance_5Y, NetShortTermDebtIssuance_6Y, NetShortTermDebtIssuance_7Y

Net Tangible Assets

Net assets in physical form. This is calculated using Stockholders’ Equity less Intangible Assets (including Goodwill).
Normally reported, expressed as dollars
Classifications: balance sheet

NetTangibleAssets_1Q, NetTangibleAssets_2Q, NetTangibleAssets_3Q, NetTangibleAssets_4Q, NetTangibleAssets_5Q, NetTangibleAssets_6Q, NetTangibleAssets_7Q, NetTangibleAssets_8Q, NetTangibleAssets_1Y, NetTangibleAssets_2Y, NetTangibleAssets_3Y, NetTangibleAssets_4Y, NetTangibleAssets_5Y, NetTangibleAssets_6Y, NetTangibleAssets_7Y

Net Utility Plant

Net utility plant might include water production, electric utility plan, natural gas, fuel and other, common utility plant and accumulated depreciation. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

NetUtilityPlant_1Q, NetUtilityPlant_2Q, NetUtilityPlant_3Q, NetUtilityPlant_4Q, NetUtilityPlant_5Q, NetUtilityPlant_6Q, NetUtilityPlant_7Q, NetUtilityPlant_8Q, NetUtilityPlant_1Y, NetUtilityPlant_2Y, NetUtilityPlant_3Y, NetUtilityPlant_4Y, NetUtilityPlant_5Y, NetUtilityPlant_6Y, NetUtilityPlant_7Y

Non Current Accounts Receivable

Accounts receivable represents sums owed to the business that the business records as revenue. Gross accounts receivable is accounts receivable before the business deducts uncollectable accounts to calculate the true value of accounts receivable
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentAccountsReceivable_1Q, NonCurrentAccountsReceivable_2Q, NonCurrentAccountsReceivable_3Q, NonCurrentAccountsReceivable_4Q, NonCurrentAccountsReceivable_5Q, NonCurrentAccountsReceivable_6Q, NonCurrentAccountsReceivable_7Q, NonCurrentAccountsReceivable_8Q, NonCurrentAccountsReceivable_1Y, NonCurrentAccountsReceivable_2Y, NonCurrentAccountsReceivable_3Y, NonCurrentAccountsReceivable_4Y, NonCurrentAccountsReceivable_5Y, NonCurrentAccountsReceivable_6Y, NonCurrentAccountsReceivable_7Y

Non Current Accrued Expenses

An expense that has occurred but the transaction has not been entered in the accounting records. Accordingly, an adjusting entry is made to debit the appropriate expense account and to credit a liability account such as accrued expenses payable or accounts payable
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentAccruedExpenses_1Q, NonCurrentAccruedExpenses_2Q, NonCurrentAccruedExpenses_3Q, NonCurrentAccruedExpenses_4Q, NonCurrentAccruedExpenses_5Q, NonCurrentAccruedExpenses_6Q, NonCurrentAccruedExpenses_7Q, NonCurrentAccruedExpenses_8Q, NonCurrentAccruedExpenses_1Y, NonCurrentAccruedExpenses_2Y, NonCurrentAccruedExpenses_3Y, NonCurrentAccruedExpenses_4Y, NonCurrentAccruedExpenses_5Y, NonCurrentAccruedExpenses_6Y, NonCurrentAccruedExpenses_7Y

Non Current Deferred Assets

Payments that will be assigned as expenses longer than one accounting period, but that are paid in advance and temporarily set up as non-current assets on the balance sheet
Majority reported, expressed as dollars
Classifications: balance sheet

NonCurrentDeferredAssets_1Q, NonCurrentDeferredAssets_2Q, NonCurrentDeferredAssets_3Q, NonCurrentDeferredAssets_4Q, NonCurrentDeferredAssets_5Q, NonCurrentDeferredAssets_6Q, NonCurrentDeferredAssets_7Q, NonCurrentDeferredAssets_8Q, NonCurrentDeferredAssets_1Y, NonCurrentDeferredAssets_2Y, NonCurrentDeferredAssets_3Y, NonCurrentDeferredAssets_4Y, NonCurrentDeferredAssets_5Y, NonCurrentDeferredAssets_6Y, NonCurrentDeferredAssets_7Y

Non Current Deferred Liabilities

Represents the non-current portion of obligations, which is a liability that usually would have been paid but is now past due
Majority reported, expressed as dollars
Classifications: balance sheet

NonCurrentDeferredLiabilities_1Q, NonCurrentDeferredLiabilities_2Q, NonCurrentDeferredLiabilities_3Q, NonCurrentDeferredLiabilities_4Q, NonCurrentDeferredLiabilities_5Q, NonCurrentDeferredLiabilities_6Q, NonCurrentDeferredLiabilities_7Q, NonCurrentDeferredLiabilities_8Q, NonCurrentDeferredLiabilities_1Y, NonCurrentDeferredLiabilities_2Y, NonCurrentDeferredLiabilities_3Y, NonCurrentDeferredLiabilities_4Y, NonCurrentDeferredLiabilities_5Y, NonCurrentDeferredLiabilities_6Y, NonCurrentDeferredLiabilities_7Y

Non Current Deferred Revenue

The non-current portion of deferred revenue amount as of the balance sheet date. Deferred revenue is a liability related to revenue producing activity for which revenue has not yet been recognized, and is not expected be recognized in the next twelve months
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentDeferredRevenue_1Q, NonCurrentDeferredRevenue_2Q, NonCurrentDeferredRevenue_3Q, NonCurrentDeferredRevenue_4Q, NonCurrentDeferredRevenue_5Q, NonCurrentDeferredRevenue_6Q, NonCurrentDeferredRevenue_7Q, NonCurrentDeferredRevenue_8Q, NonCurrentDeferredRevenue_1Y, NonCurrentDeferredRevenue_2Y, NonCurrentDeferredRevenue_3Y, NonCurrentDeferredRevenue_4Y, NonCurrentDeferredRevenue_5Y, NonCurrentDeferredRevenue_6Y, NonCurrentDeferredRevenue_7Y

Non Current Deferred Taxes Assets

A result of timing differences between taxable incomes reported on the income statement and taxable income from the company’s tax return. Depending on the positioning of deferred income taxes, the field may be either current (within current assets) or non-current (below total current assets). Typically a company will have two deferred income taxes fields
Majority reported, expressed as dollars
Classifications: balance sheet

NonCurrentDeferredTaxesAssets_1Q, NonCurrentDeferredTaxesAssets_2Q, NonCurrentDeferredTaxesAssets_3Q, NonCurrentDeferredTaxesAssets_4Q, NonCurrentDeferredTaxesAssets_5Q, NonCurrentDeferredTaxesAssets_6Q, NonCurrentDeferredTaxesAssets_7Q, NonCurrentDeferredTaxesAssets_8Q, NonCurrentDeferredTaxesAssets_1Y, NonCurrentDeferredTaxesAssets_2Y, NonCurrentDeferredTaxesAssets_3Y, NonCurrentDeferredTaxesAssets_4Y, NonCurrentDeferredTaxesAssets_5Y, NonCurrentDeferredTaxesAssets_6Y, NonCurrentDeferredTaxesAssets_7Y

Non Current Deferred Taxes Liabilities

The estimated future tax obligations, which usually arise when different accounting methods are used for financial statements and tax statement It is also an add-back to the cash flow statement. Deferred income taxes include accumulated tax deferrals due to accelerated depreciation and investment credit
Majority reported, expressed as dollars
Classifications: balance sheet

NonCurrentDeferredTaxesLiabilities_1Q, NonCurrentDeferredTaxesLiabilities_2Q, NonCurrentDeferredTaxesLiabilities_3Q, NonCurrentDeferredTaxesLiabilities_4Q, NonCurrentDeferredTaxesLiabilities_5Q, NonCurrentDeferredTaxesLiabilities_6Q, NonCurrentDeferredTaxesLiabilities_7Q, NonCurrentDeferredTaxesLiabilities_8Q, NonCurrentDeferredTaxesLiabilities_1Y, NonCurrentDeferredTaxesLiabilities_2Y, NonCurrentDeferredTaxesLiabilities_3Y, NonCurrentDeferredTaxesLiabilities_4Y, NonCurrentDeferredTaxesLiabilities_5Y, NonCurrentDeferredTaxesLiabilities_6Y, NonCurrentDeferredTaxesLiabilities_7Y

Non Current Note Receivables

An amount representing an agreement for an unconditional promise by the maker to pay the entity (holder) a definite sum of money at a future date(s) , excluding the portion that is expected to be received within one year of the balance sheet date or the normal operating cycle, whichever is longer
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentNoteReceivables_1Q, NonCurrentNoteReceivables_2Q, NonCurrentNoteReceivables_3Q, NonCurrentNoteReceivables_4Q, NonCurrentNoteReceivables_5Q, NonCurrentNoteReceivables_6Q, NonCurrentNoteReceivables_7Q, NonCurrentNoteReceivables_8Q, NonCurrentNoteReceivables_1Y, NonCurrentNoteReceivables_2Y, NonCurrentNoteReceivables_3Y, NonCurrentNoteReceivables_4Y, NonCurrentNoteReceivables_5Y, NonCurrentNoteReceivables_6Y, NonCurrentNoteReceivables_7Y

Non Current Pension And Other Postretirement Benefit Plans

A loan issued by an insurance company that uses the cash value of a person’s life insurance policy as collateral. This item is usually only available in the insurance industry
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentPensionAndOtherPostretirementBenefitPlans_1Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_2Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_3Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_4Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_5Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_6Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_7Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_8Q, NonCurrentPensionAndOtherPostretirementBenefitPlans_1Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_2Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_3Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_4Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_5Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_6Y, NonCurrentPensionAndOtherPostretirementBenefitPlans_7Y

Non Current Prepaid Assets

Sum of the carrying amounts that are paid in advance for expenses, which will be charged against earnings in periods after one year or beyond the operating cycle, if longer
Some reported, expressed as dollars
Classifications: balance sheet

NonCurrentPrepaidAssets_1Q, NonCurrentPrepaidAssets_2Q, NonCurrentPrepaidAssets_3Q, NonCurrentPrepaidAssets_4Q, NonCurrentPrepaidAssets_5Q, NonCurrentPrepaidAssets_6Q, NonCurrentPrepaidAssets_7Q, NonCurrentPrepaidAssets_8Q, NonCurrentPrepaidAssets_1Y, NonCurrentPrepaidAssets_2Y, NonCurrentPrepaidAssets_3Y, NonCurrentPrepaidAssets_4Y, NonCurrentPrepaidAssets_5Y, NonCurrentPrepaidAssets_6Y, NonCurrentPrepaidAssets_7Y

Non Interest Bearing Deposits

The aggregate amount of all domestic and foreign deposits in the banks that do not draw interest
A Few reported, expressed as dollars
Classifications: balance sheet

NonInterestBearingDeposits_1Q, NonInterestBearingDeposits_2Q, NonInterestBearingDeposits_3Q, NonInterestBearingDeposits_4Q, NonInterestBearingDeposits_5Q, NonInterestBearingDeposits_6Q, NonInterestBearingDeposits_7Q, NonInterestBearingDeposits_8Q, NonInterestBearingDeposits_1Y, NonInterestBearingDeposits_2Y, NonInterestBearingDeposits_3Y, NonInterestBearingDeposits_4Y, NonInterestBearingDeposits_5Y, NonInterestBearingDeposits_6Y, NonInterestBearingDeposits_7Y

Non Interest Expense

Any expenses that not related to interest. It includes labor and related expense, occupancy and equipment, commission, professional expense and contract services expenses, selling, general and administrative, research and development depreciation, amortization and depletion, and any other special income/charges
Some reported, expressed as dollars
Classifications: income statement

NonInterestExpense_1Q, NonInterestExpense_2Q, NonInterestExpense_3Q, NonInterestExpense_4Q, NonInterestExpense_5Q, NonInterestExpense_6Q, NonInterestExpense_7Q, NonInterestExpense_8Q, NonInterestExpense_T12M, NonInterestExpense_1Y, NonInterestExpense_2Y, NonInterestExpense_3Y, NonInterestExpense_4Y, NonInterestExpense_5Y, NonInterestExpense_6Y, NonInterestExpense_7Y

Non Interest Income

The total amount of non-interest income which may be derived from: (1) fees and commissions; (2) premiums earned; (3) equity investment; (4) the sale or disposal of assets; and (5) other sources not otherwise specified
Some reported, expressed as dollars
Classifications: income statement

NonInterestIncome_1Q, NonInterestIncome_2Q, NonInterestIncome_3Q, NonInterestIncome_4Q, NonInterestIncome_5Q, NonInterestIncome_6Q, NonInterestIncome_7Q, NonInterestIncome_8Q, NonInterestIncome_T12M, NonInterestIncome_1Y, NonInterestIncome_2Y, NonInterestIncome_3Y, NonInterestIncome_4Y, NonInterestIncome_5Y, NonInterestIncome_6Y, NonInterestIncome_7Y

Normalized EBITDA

EBITDA Total Unusual Items
Normally reported, expressed as dollars
Classifications: income statement

NormalizedEBITDA_1Q, NormalizedEBITDA_2Q, NormalizedEBITDA_3Q, NormalizedEBITDA_4Q, NormalizedEBITDA_5Q, NormalizedEBITDA_6Q, NormalizedEBITDA_7Q, NormalizedEBITDA_8Q, NormalizedEBITDA_T12M, NormalizedEBITDA_1Y, NormalizedEBITDA_2Y, NormalizedEBITDA_3Y, NormalizedEBITDA_4Y, NormalizedEBITDA_5Y, NormalizedEBITDA_6Y, NormalizedEBITDA_7Y

Normalized Income

This is calculation that reverses the effects of extraordinary income or charges on Net Income, by adding back (extraordinary expense) or subtracting (extraordinary income) the value from Net Income
Normally reported, expressed as dollars
Classifications: income statement

NormalizedIncome_1Q, NormalizedIncome_2Q, NormalizedIncome_3Q, NormalizedIncome_4Q, NormalizedIncome_5Q, NormalizedIncome_6Q, NormalizedIncome_7Q, NormalizedIncome_8Q, NormalizedIncome_T12M, NormalizedIncome_1Y, NormalizedIncome_2Y, NormalizedIncome_3Y, NormalizedIncome_4Y, NormalizedIncome_5Y, NormalizedIncome_6Y, NormalizedIncome_7Y

Normalized Net Profit Margin

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues
Normally reported, expressed as numbers
Classifications: earnings, net income

NormalizedNetProfitMargin_1Q, NormalizedNetProfitMargin_2Q, NormalizedNetProfitMargin_3Q, NormalizedNetProfitMargin_4Q, NormalizedNetProfitMargin_5Q, NormalizedNetProfitMargin_6Q, NormalizedNetProfitMargin_7Q, NormalizedNetProfitMargin_8Q, NormalizedNetProfitMargin_1Y, NormalizedNetProfitMargin_2Y, NormalizedNetProfitMargin_3Y, NormalizedNetProfitMargin_4Y, NormalizedNetProfitMargin_5Y, NormalizedNetProfitMargin_6Y, NormalizedNetProfitMargin_7Y

Normalized PE Ratio

Adjusted Close Price/ Normalized EPS. Normalized EPS removes onetime and unusual items from net EPS, to provide investors with a more accurate measure of the company’s true earnings. If the result is negative, zero, >10,000 or <0.001, then not reported
Normally reported, expressed as numbers
Classifications: ratios, computed

NormalizedPERatio

Normalized Pre Tax Income

This calculation represents pre-tax earnings adjusted for items that are irregular or unusual in nature, and/or are non-recurring. This can be used to fairly measure a company’s profitability. This is calculated using Pre-Tax Income plus/minus any unusual Items and Goodwill Impairments/Write Offs. Balance Sheet
Normally reported, expressed as dollars
Classifications: income statement

NormalizedPreTaxIncome_1Q, NormalizedPreTaxIncome_2Q, NormalizedPreTaxIncome_3Q, NormalizedPreTaxIncome_4Q, NormalizedPreTaxIncome_5Q, NormalizedPreTaxIncome_6Q, NormalizedPreTaxIncome_7Q, NormalizedPreTaxIncome_8Q, NormalizedPreTaxIncome_T12M, NormalizedPreTaxIncome_1Y, NormalizedPreTaxIncome_2Y, NormalizedPreTaxIncome_3Y, NormalizedPreTaxIncome_4Y, NormalizedPreTaxIncome_5Y, NormalizedPreTaxIncome_6Y, NormalizedPreTaxIncome_7Y

Notes Receivable

An amount representing an agreement for an unconditional promise by the maker to pay the entity (holder) a definite sum of money at a future date(s) within one year of the balance sheet date or the normal operating cycle, whichever is longer. Such amount may include accrued interest receivable in accordance with the terms of the note. The note also may contain provisions including a discount or premium, payable on demand, secured, or unsecured, interest bearing or non-interest bearing, among a myriad of other features and characteristics
Some reported, expressed as dollars
Classifications: balance sheet

NotesReceivable_1Q, NotesReceivable_2Q, NotesReceivable_3Q, NotesReceivable_4Q, NotesReceivable_5Q, NotesReceivable_6Q, NotesReceivable_7Q, NotesReceivable_8Q, NotesReceivable_1Y, NotesReceivable_2Y, NotesReceivable_3Y, NotesReceivable_4Y, NotesReceivable_5Y, NotesReceivable_6Y, NotesReceivable_7Y

Number Delisted

Number of sales triggered by delisting
Expressed as numbers
Classifications: backtest

NumDelist

Number of Positions at Loss

Number of losing positions
Expressed as numbers
Classifications: backtest

NumLoss

Number of Matches

Number of positions matched.
Expressed as numbers
Classifications: backtest

NumMatched

Number Realized Positions at a Loss

Number of closed losing positions
Expressed as numbers
Classifications: backtest

NumRealizedLoss

Number Realized Positions at a Win

Number of closed winning positions
Expressed as numbers
Classifications: backtest

NumRealizedWin

Number Rebalance

Number of rebalances
Expressed as numbers
Classifications: backtest

NumRebalance

Stop Gain Sales

Number of sales triggered by stop gain
Expressed as numbers
Classifications: backtest

NumStopGain

Stop Loss Sales

Number of sales triggered by stop loss
Expressed as numbers
Classifications: backtest

NumStopLoss

Number of Trades

Number of trades executed
Expressed as numbers
Classifications: backtest

NumTrades

Number Unrealized Positions at a Loss

Number of open losing positions
Expressed as numbers
Classifications: backtest

NumUnrealizedLoss

Number Unrealized Positions at a Win

Number of open winning positions
Expressed as numbers
Classifications: backtest

NumUnrealizedWin

Number Positions at a Win

Number of winning positions
Expressed as numbers
Classifications: backtest

NumWin

Occupancy And Equipment

Includes total expenses of occupancy and equipment. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

OccupancyAndEquipment_1Q, OccupancyAndEquipment_2Q, OccupancyAndEquipment_3Q, OccupancyAndEquipment_4Q, OccupancyAndEquipment_5Q, OccupancyAndEquipment_6Q, OccupancyAndEquipment_7Q, OccupancyAndEquipment_8Q, OccupancyAndEquipment_T12M, OccupancyAndEquipment_1Y, OccupancyAndEquipment_2Y, OccupancyAndEquipment_3Y, OccupancyAndEquipment_4Y, OccupancyAndEquipment_5Y, OccupancyAndEquipment_6Y, OccupancyAndEquipment_7Y

Open

The initial price of the trading day
Normally reported, expressed as dollars
Classifications: price

Open

Operating Cash Flow

The net cash from (used in) all of the entity’s operating activities, including those of discontinued operations, of the reporting entity. Operating activities include all transactions and events that are not defined as investing or financing activities. Operating activities generally involve producing and delivering goods and providing services. Cash flows from operating activities are generally the cash effects of transactions and other events that enter into the determination of net income
Normally reported and often used, expressed as dollars
Classifications: cash flow, timeframe, cash

OperatingCashFlow_1Q, OperatingCashFlow_2Q, OperatingCashFlow_3Q, OperatingCashFlow_4Q, OperatingCashFlow_5Q, OperatingCashFlow_6Q, OperatingCashFlow_7Q, OperatingCashFlow_8Q, OperatingCashFlow_T12M, OperatingCashFlow_1Y, OperatingCashFlow_2Y, OperatingCashFlow_3Y, OperatingCashFlow_4Y, OperatingCashFlow_5Y, OperatingCashFlow_6Y, OperatingCashFlow_7Y

Operating Expense

Operating expenses are primary recurring costs associated with central operations (other than cost of goods sold) that are incurred in order to generate sales
Normally reported, expressed as dollars
Classifications: income statement

OperatingExpense_1Q, OperatingExpense_2Q, OperatingExpense_3Q, OperatingExpense_4Q, OperatingExpense_5Q, OperatingExpense_6Q, OperatingExpense_7Q, OperatingExpense_8Q, OperatingExpense_T12M, OperatingExpense_1Y, OperatingExpense_2Y, OperatingExpense_3Y, OperatingExpense_4Y, OperatingExpense_5Y, OperatingExpense_6Y, OperatingExpense_7Y

Operating Gains Losses

The gain or loss from the entity’s ongoing operations
Normally reported, expressed as dollars
Classifications: cash flow statement, operating income

OperatingGainsLosses_1Q, OperatingGainsLosses_2Q, OperatingGainsLosses_3Q, OperatingGainsLosses_4Q, OperatingGainsLosses_5Q, OperatingGainsLosses_6Q, OperatingGainsLosses_7Q, OperatingGainsLosses_8Q, OperatingGainsLosses_T12M, OperatingGainsLosses_1Y, OperatingGainsLosses_2Y, OperatingGainsLosses_3Y, OperatingGainsLosses_4Y, OperatingGainsLosses_5Y, OperatingGainsLosses_6Y, OperatingGainsLosses_7Y

Operating Income As Reported

Operating profit/loss what the company reported, may be the same or not the same as Morningstar definition.
Normally reported, expressed as dollars
Classifications: income statement

OperatingIncomeAsReported_1Q, OperatingIncomeAsReported_2Q, OperatingIncomeAsReported_3Q, OperatingIncomeAsReported_4Q, OperatingIncomeAsReported_5Q, OperatingIncomeAsReported_6Q, OperatingIncomeAsReported_7Q, OperatingIncomeAsReported_8Q, OperatingIncomeAsReported_T12M, OperatingIncomeAsReported_1Y, OperatingIncomeAsReported_2Y, OperatingIncomeAsReported_3Y, OperatingIncomeAsReported_4Y, OperatingIncomeAsReported_5Y, OperatingIncomeAsReported_6Y, OperatingIncomeAsReported_7Y

Operating Income

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities
Normally reported, expressed as dollars
Classifications: income statement, timeframe, income

OperatingIncome_1Q, OperatingIncome_2Q, OperatingIncome_3Q, OperatingIncome_4Q, OperatingIncome_5Q, OperatingIncome_6Q, OperatingIncome_7Q, OperatingIncome_8Q, OperatingIncome_T12M, OperatingIncome_1Y, OperatingIncome_2Y, OperatingIncome_3Y, OperatingIncome_4Y, OperatingIncome_5Y, OperatingIncome_6Y, OperatingIncome_7Y

Operating Revenue

The operating revenue for transportation industry can be divided into three parts: revenue-passenger, revenue-cargo, and other operating revenue
Normally reported, expressed as dollars
Classifications: income statement

OperatingRevenue_1Q, OperatingRevenue_2Q, OperatingRevenue_3Q, OperatingRevenue_4Q, OperatingRevenue_5Q, OperatingRevenue_6Q, OperatingRevenue_7Q, OperatingRevenue_8Q, OperatingRevenue_T12M, OperatingRevenue_1Y, OperatingRevenue_2Y, OperatingRevenue_3Y, OperatingRevenue_4Y, OperatingRevenue_5Y, OperatingRevenue_6Y, OperatingRevenue_7Y

Operating Taxes

Total tax paid or received on operating activities.
Some reported, expressed as dollars
Classifications: cash flow statement

OperatingTaxes_1Q, OperatingTaxes_2Q, OperatingTaxes_3Q, OperatingTaxes_4Q, OperatingTaxes_5Q, OperatingTaxes_6Q, OperatingTaxes_7Q, OperatingTaxes_8Q, OperatingTaxes_T12M, OperatingTaxes_1Y, OperatingTaxes_2Y, OperatingTaxes_3Y, OperatingTaxes_4Y, OperatingTaxes_5Y, OperatingTaxes_6Y, OperatingTaxes_7Y

Operation And Maintenance

The aggregate amount of operation and maintenance expenses, which is the one important operating expense for the utility industry. It includes any costs related to production and maintenance cost of the property during the revenue generation process. This item is usually only available for mining and utility industries
A Few reported, expressed as dollars
Classifications: income statement

OperationAndMaintenance_1Q, OperationAndMaintenance_2Q, OperationAndMaintenance_3Q, OperationAndMaintenance_4Q, OperationAndMaintenance_5Q, OperationAndMaintenance_6Q, OperationAndMaintenance_7Q, OperationAndMaintenance_8Q, OperationAndMaintenance_T12M, OperationAndMaintenance_1Y, OperationAndMaintenance_2Y, OperationAndMaintenance_3Y, OperationAndMaintenance_4Y, OperationAndMaintenance_5Y, OperationAndMaintenance_6Y, OperationAndMaintenance_7Y

Operation Income Growth

The growth in the company’s operating income on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating income data reported in the Income Statement within the company filings or reports
Majority reported, expressed as numbers
Classifications: growth rates, computed, income

OperationIncomeGrowth_1Q, OperationIncomeGrowth_2Q, OperationIncomeGrowth_3Q, OperationIncomeGrowth_4Q, OperationIncomeGrowth_5Q, OperationIncomeGrowth_6Q, OperationIncomeGrowth_7Q, OperationIncomeGrowth_8Q, OperationIncomeGrowth_1Y, OperationIncomeGrowth_2Y, OperationIncomeGrowth_3Y, OperationIncomeGrowth_4Y, OperationIncomeGrowth_5Y, OperationIncomeGrowth_6Y, OperationIncomeGrowth_7Y

Operating Margin

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: Operating Income / Revenue
Normally reported and often used, expressed as numbers
Classifications: ratios, computed, margin, operating income

OperationMargin_1Q, OperationMargin_2Q, OperationMargin_3Q, OperationMargin_4Q, OperationMargin_5Q, OperationMargin_6Q, OperationMargin_7Q, OperationMargin_8Q, OperationMargin_1Y, OperationMargin_2Y, OperationMargin_3Y, OperationMargin_4Y, OperationMargin_5Y, OperationMargin_6Y, OperationMargin_7Y

Ordinary Shares Number

Number of Common or Ordinary Shares
Normally reported, expressed as numbers
Classifications: share data,

OrdinarySharesNumber_1Q, OrdinarySharesNumber_2Q, OrdinarySharesNumber_3Q, OrdinarySharesNumber_4Q, OrdinarySharesNumber_5Q, OrdinarySharesNumber_6Q, OrdinarySharesNumber_7Q, OrdinarySharesNumber_8Q, OrdinarySharesNumber_1Y, OrdinarySharesNumber_2Y, OrdinarySharesNumber_3Y, OrdinarySharesNumber_4Y, OrdinarySharesNumber_5Y, OrdinarySharesNumber_6Y, OrdinarySharesNumber_7Y

Other Assets

Other non-current assets that are not otherwise classified
Some reported, expressed as dollars
Classifications: balance sheet

OtherAssets_1Q, OtherAssets_2Q, OtherAssets_3Q, OtherAssets_4Q, OtherAssets_5Q, OtherAssets_6Q, OtherAssets_7Q, OtherAssets_8Q, OtherAssets_1Y, OtherAssets_2Y, OtherAssets_3Y, OtherAssets_4Y, OtherAssets_5Y, OtherAssets_6Y, OtherAssets_7Y

Other Capital Stock

Other Capital Stock that is not otherwise classified
A Few reported, expressed as dollars
Classifications: balance sheet

OtherCapitalStock_1Q, OtherCapitalStock_2Q, OtherCapitalStock_3Q, OtherCapitalStock_4Q, OtherCapitalStock_5Q, OtherCapitalStock_6Q, OtherCapitalStock_7Q, OtherCapitalStock_8Q, OtherCapitalStock_1Y, OtherCapitalStock_2Y, OtherCapitalStock_3Y, OtherCapitalStock_4Y, OtherCapitalStock_5Y, OtherCapitalStock_6Y, OtherCapitalStock_7Y

Other Cash Adjust Exclude From Change In Cash

Other changes to cash and cash equivalents during the accounting period.
Some reported, expressed as dollars
Classifications: cash flow statement

OtherCashAdjustExcludeFromChangeInCash_1Q, OtherCashAdjustExcludeFromChangeInCash_2Q, OtherCashAdjustExcludeFromChangeInCash_3Q, OtherCashAdjustExcludeFromChangeInCash_4Q, OtherCashAdjustExcludeFromChangeInCash_5Q, OtherCashAdjustExcludeFromChangeInCash_6Q, OtherCashAdjustExcludeFromChangeInCash_7Q, OtherCashAdjustExcludeFromChangeInCash_8Q, OtherCashAdjustExcludeFromChangeInCash_T12M, OtherCashAdjustExcludeFromChangeInCash_1Y, OtherCashAdjustExcludeFromChangeInCash_2Y, OtherCashAdjustExcludeFromChangeInCash_3Y, OtherCashAdjustExcludeFromChangeInCash_4Y, OtherCashAdjustExcludeFromChangeInCash_5Y, OtherCashAdjustExcludeFromChangeInCash_6Y, OtherCashAdjustExcludeFromChangeInCash_7Y

Other Cash Adjust Included Into Change In Cash

Other cash adjustments included in change in cash not categorized above.
A Few reported, expressed as dollars
Classifications: cash flow statement

OtherCashAdjustIncludedIntoChangeInCash_1Q, OtherCashAdjustIncludedIntoChangeInCash_2Q, OtherCashAdjustIncludedIntoChangeInCash_3Q, OtherCashAdjustIncludedIntoChangeInCash_4Q, OtherCashAdjustIncludedIntoChangeInCash_5Q, OtherCashAdjustIncludedIntoChangeInCash_6Q, OtherCashAdjustIncludedIntoChangeInCash_7Q, OtherCashAdjustIncludedIntoChangeInCash_8Q, OtherCashAdjustIncludedIntoChangeInCash_T12M, OtherCashAdjustIncludedIntoChangeInCash_1Y, OtherCashAdjustIncludedIntoChangeInCash_2Y, OtherCashAdjustIncludedIntoChangeInCash_3Y, OtherCashAdjustIncludedIntoChangeInCash_4Y, OtherCashAdjustIncludedIntoChangeInCash_5Y, OtherCashAdjustIncludedIntoChangeInCash_6Y, OtherCashAdjustIncludedIntoChangeInCash_7Y

Other Cost Of Revenue

Other costs associated with the revenue-generating activities of the company not categorized above.
A Few reported, expressed as dollars
Classifications: income statement

OtherCostOfRevenue_1Q, OtherCostOfRevenue_2Q, OtherCostOfRevenue_3Q, OtherCostOfRevenue_4Q, OtherCostOfRevenue_5Q, OtherCostOfRevenue_6Q, OtherCostOfRevenue_7Q, OtherCostOfRevenue_8Q, OtherCostOfRevenue_T12M, OtherCostOfRevenue_1Y, OtherCostOfRevenue_2Y, OtherCostOfRevenue_3Y, OtherCostOfRevenue_4Y, OtherCostOfRevenue_5Y, OtherCostOfRevenue_6Y, OtherCostOfRevenue_7Y

Other Current Assets

Other current assets that are not otherwise classified
Majority reported, expressed as dollars
Classifications: balance sheet, snapshot, short-term

OtherCurrentAssets_1Q, OtherCurrentAssets_2Q, OtherCurrentAssets_3Q, OtherCurrentAssets_4Q, OtherCurrentAssets_5Q, OtherCurrentAssets_6Q, OtherCurrentAssets_7Q, OtherCurrentAssets_8Q, OtherCurrentAssets_1Y, OtherCurrentAssets_2Y, OtherCurrentAssets_3Y, OtherCurrentAssets_4Y, OtherCurrentAssets_5Y, OtherCurrentAssets_6Y, OtherCurrentAssets_7Y

Other Current Borrowings

Short Term Borrowings that are not otherwise classified
Majority reported, expressed as dollars
Classifications: balance sheet

OtherCurrentBorrowings_1Q, OtherCurrentBorrowings_2Q, OtherCurrentBorrowings_3Q, OtherCurrentBorrowings_4Q, OtherCurrentBorrowings_5Q, OtherCurrentBorrowings_6Q, OtherCurrentBorrowings_7Q, OtherCurrentBorrowings_8Q, OtherCurrentBorrowings_1Y, OtherCurrentBorrowings_2Y, OtherCurrentBorrowings_3Y, OtherCurrentBorrowings_4Y, OtherCurrentBorrowings_5Y, OtherCurrentBorrowings_6Y, OtherCurrentBorrowings_7Y

Other Current Liabilities

A balance sheet entry used by companies to group together current liabilities that are not assigned to common liabilities such as debt obligations or accounts payable.
Majority reported, expressed as dollars
Classifications: balance sheet, snapshot, short-term

OtherCurrentLiabilities_1Q, OtherCurrentLiabilities_2Q, OtherCurrentLiabilities_3Q, OtherCurrentLiabilities_4Q, OtherCurrentLiabilities_5Q, OtherCurrentLiabilities_6Q, OtherCurrentLiabilities_7Q, OtherCurrentLiabilities_8Q, OtherCurrentLiabilities_1Y, OtherCurrentLiabilities_2Y, OtherCurrentLiabilities_3Y, OtherCurrentLiabilities_4Y, OtherCurrentLiabilities_5Y, OtherCurrentLiabilities_6Y, OtherCurrentLiabilities_7Y

Other Customer Services

Represents fees and commissions earned from provide other services. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

OtherCustomerServices_1Q, OtherCustomerServices_2Q, OtherCustomerServices_3Q, OtherCustomerServices_4Q, OtherCustomerServices_5Q, OtherCustomerServices_6Q, OtherCustomerServices_7Q, OtherCustomerServices_8Q, OtherCustomerServices_T12M, OtherCustomerServices_1Y, OtherCustomerServices_2Y, OtherCustomerServices_3Y, OtherCustomerServices_4Y, OtherCustomerServices_5Y, OtherCustomerServices_6Y, OtherCustomerServices_7Y

Other Equity Adjustments

Other adjustments to stockholders’ equity that is not otherwise classified
Some reported, expressed as dollars
Classifications: balance sheet

OtherEquityAdjustments_1Q, OtherEquityAdjustments_2Q, OtherEquityAdjustments_3Q, OtherEquityAdjustments_4Q, OtherEquityAdjustments_5Q, OtherEquityAdjustments_6Q, OtherEquityAdjustments_7Q, OtherEquityAdjustments_8Q, OtherEquityAdjustments_1Y, OtherEquityAdjustments_2Y, OtherEquityAdjustments_3Y, OtherEquityAdjustments_4Y, OtherEquityAdjustments_5Y, OtherEquityAdjustments_6Y, OtherEquityAdjustments_7Y

Other Equity Interest

Other equity instruments issued by the company that cannot be identified by other specific items in the Equity section.
Majority reported, expressed as dollars
Classifications: balance sheet

OtherEquityInterest_1Q, OtherEquityInterest_2Q, OtherEquityInterest_3Q, OtherEquityInterest_4Q, OtherEquityInterest_5Q, OtherEquityInterest_6Q, OtherEquityInterest_7Q, OtherEquityInterest_8Q, OtherEquityInterest_1Y, OtherEquityInterest_2Y, OtherEquityInterest_3Y, OtherEquityInterest_4Y, OtherEquityInterest_5Y, OtherEquityInterest_6Y, OtherEquityInterest_7Y

Other Finance Cost

Any other finance cost which is not clearly defined in the Non-Operating section.
Some reported, expressed as dollars
Classifications: income statement

OtherFinanceCost_1Q, OtherFinanceCost_2Q, OtherFinanceCost_3Q, OtherFinanceCost_4Q, OtherFinanceCost_5Q, OtherFinanceCost_6Q, OtherFinanceCost_7Q, OtherFinanceCost_8Q, OtherFinanceCost_T12M, OtherFinanceCost_1Y, OtherFinanceCost_2Y, OtherFinanceCost_3Y, OtherFinanceCost_4Y, OtherFinanceCost_5Y, OtherFinanceCost_6Y, OtherFinanceCost_7Y

Other Financial Liabilities Current

Other short term financial liabilities not categorized and due within one year or a normal operating cycle (whichever is longer).
A Few reported, expressed as dollars
Classifications: balance sheet

OtherFinancialLiabilitiesCurrent_1Q, OtherFinancialLiabilitiesCurrent_2Q, OtherFinancialLiabilitiesCurrent_3Q, OtherFinancialLiabilitiesCurrent_4Q, OtherFinancialLiabilitiesCurrent_5Q, OtherFinancialLiabilitiesCurrent_6Q, OtherFinancialLiabilitiesCurrent_7Q, OtherFinancialLiabilitiesCurrent_8Q, OtherFinancialLiabilitiesCurrent_1Y, OtherFinancialLiabilitiesCurrent_2Y, OtherFinancialLiabilitiesCurrent_3Y, OtherFinancialLiabilitiesCurrent_4Y, OtherFinancialLiabilitiesCurrent_5Y, OtherFinancialLiabilitiesCurrent_6Y, OtherFinancialLiabilitiesCurrent_7Y

Other Financial Liabilities Non Current

Other long term financial liabilities not categorized and due over one year or a normal operating cycle (whichever is longer).
A Few reported, expressed as dollars
Classifications: balance sheet

OtherFinancialLiabilitiesNonCurrent_1Q, OtherFinancialLiabilitiesNonCurrent_2Q, OtherFinancialLiabilitiesNonCurrent_3Q, OtherFinancialLiabilitiesNonCurrent_4Q, OtherFinancialLiabilitiesNonCurrent_5Q, OtherFinancialLiabilitiesNonCurrent_6Q, OtherFinancialLiabilitiesNonCurrent_7Q, OtherFinancialLiabilitiesNonCurrent_8Q, OtherFinancialLiabilitiesNonCurrent_1Y, OtherFinancialLiabilitiesNonCurrent_2Y, OtherFinancialLiabilitiesNonCurrent_3Y, OtherFinancialLiabilitiesNonCurrent_4Y, OtherFinancialLiabilitiesNonCurrent_5Y, OtherFinancialLiabilitiesNonCurrent_6Y, OtherFinancialLiabilitiesNonCurrent_7Y

Other General And Administrative Expenses

Other General and Administrative Expenses not categorized that the company incurs that are not directly tied to a specific function such as manufacturing, production, or sales.
Majority reported, expressed as dollars
Classifications: income statement

OtherGeneralAndAdminstrativeExpenses_1Q, OtherGeneralAndAdminstrativeExpenses_2Q, OtherGeneralAndAdminstrativeExpenses_3Q, OtherGeneralAndAdminstrativeExpenses_4Q, OtherGeneralAndAdminstrativeExpenses_5Q, OtherGeneralAndAdminstrativeExpenses_6Q, OtherGeneralAndAdminstrativeExpenses_7Q, OtherGeneralAndAdminstrativeExpenses_8Q, OtherGeneralAndAdminstrativeExpenses_T12M, OtherGeneralAndAdminstrativeExpenses_1Y, OtherGeneralAndAdminstrativeExpenses_2Y, OtherGeneralAndAdminstrativeExpenses_3Y, OtherGeneralAndAdminstrativeExpenses_4Y, OtherGeneralAndAdminstrativeExpenses_5Y, OtherGeneralAndAdminstrativeExpenses_6Y, OtherGeneralAndAdminstrativeExpenses_7Y

Other Income Expense

Income or expense that comes from miscellaneous sources
Normally reported, expressed as dollars
Classifications: income statement, timeframe, income

OtherIncomeExpense_1Q, OtherIncomeExpense_2Q, OtherIncomeExpense_3Q, OtherIncomeExpense_4Q, OtherIncomeExpense_5Q, OtherIncomeExpense_6Q, OtherIncomeExpense_7Q, OtherIncomeExpense_8Q, OtherIncomeExpense_T12M, OtherIncomeExpense_1Y, OtherIncomeExpense_2Y, OtherIncomeExpense_3Y, OtherIncomeExpense_4Y, OtherIncomeExpense_5Y, OtherIncomeExpense_6Y, OtherIncomeExpense_7Y

Other Intangible Assets

Sum of the carrying amounts of all intangible assets, excluding goodwill
Normally reported, expressed as dollars
Classifications: balance sheet

OtherIntangibleAssets_1Q, OtherIntangibleAssets_2Q, OtherIntangibleAssets_3Q, OtherIntangibleAssets_4Q, OtherIntangibleAssets_5Q, OtherIntangibleAssets_6Q, OtherIntangibleAssets_7Q, OtherIntangibleAssets_8Q, OtherIntangibleAssets_1Y, OtherIntangibleAssets_2Y, OtherIntangibleAssets_3Y, OtherIntangibleAssets_4Y, OtherIntangibleAssets_5Y, OtherIntangibleAssets_6Y, OtherIntangibleAssets_7Y

Other Interest Expense

All other interest expense that is not otherwise classified
A Few reported, expressed as dollars
Classifications: income statement

OtherInterestExpense_1Q, OtherInterestExpense_2Q, OtherInterestExpense_3Q, OtherInterestExpense_4Q, OtherInterestExpense_5Q, OtherInterestExpense_6Q, OtherInterestExpense_7Q, OtherInterestExpense_8Q, OtherInterestExpense_T12M, OtherInterestExpense_1Y, OtherInterestExpense_2Y, OtherInterestExpense_3Y, OtherInterestExpense_4Y, OtherInterestExpense_5Y, OtherInterestExpense_6Y, OtherInterestExpense_7Y

Other Interest Income

All other interest income that is not otherwise classified
A Few reported, expressed as dollars
Classifications: income statement

OtherInterestIncome_1Q, OtherInterestIncome_2Q, OtherInterestIncome_3Q, OtherInterestIncome_4Q, OtherInterestIncome_5Q, OtherInterestIncome_6Q, OtherInterestIncome_7Q, OtherInterestIncome_8Q, OtherInterestIncome_T12M, OtherInterestIncome_1Y, OtherInterestIncome_2Y, OtherInterestIncome_3Y, OtherInterestIncome_4Y, OtherInterestIncome_5Y, OtherInterestIncome_6Y, OtherInterestIncome_7Y

Other Inventories

Other non-current inventories not otherwise classified
Some reported, expressed as dollars
Classifications: balance sheet

OtherInventories_1Q, OtherInventories_2Q, OtherInventories_3Q, OtherInventories_4Q, OtherInventories_5Q, OtherInventories_6Q, OtherInventories_7Q, OtherInventories_8Q, OtherInventories_1Y, OtherInventories_2Y, OtherInventories_3Y, OtherInventories_4Y, OtherInventories_5Y, OtherInventories_6Y, OtherInventories_7Y

Other Invested Assets

An item represents all the other investments or/and securities that cannot be defined into any category above. This item is typically available for the insurance industry
A Few reported, expressed as dollars
Classifications: balance sheet

OtherInvestedAssets_1Q, OtherInvestedAssets_2Q, OtherInvestedAssets_3Q, OtherInvestedAssets_4Q, OtherInvestedAssets_5Q, OtherInvestedAssets_6Q, OtherInvestedAssets_7Q, OtherInvestedAssets_8Q, OtherInvestedAssets_1Y, OtherInvestedAssets_2Y, OtherInvestedAssets_3Y, OtherInvestedAssets_4Y, OtherInvestedAssets_5Y, OtherInvestedAssets_6Y, OtherInvestedAssets_7Y

Other Investments

Investments that are neither Investment in Financial Assets nor Long term equity investment, not expected to be cashed within a year.
Some reported, expressed as dollars
Classifications: balance sheet

OtherInvestments_1Q, OtherInvestments_2Q, OtherInvestments_3Q, OtherInvestments_4Q, OtherInvestments_5Q, OtherInvestments_6Q, OtherInvestments_7Q, OtherInvestments_8Q, OtherInvestments_1Y, OtherInvestments_2Y, OtherInvestments_3Y, OtherInvestments_4Y, OtherInvestments_5Y, OtherInvestments_6Y, OtherInvestments_7Y

Other Liabilities

This item is available for bank and insurance industries
Some reported, expressed as dollars
Classifications: balance sheet

OtherLiabilities_1Q, OtherLiabilities_2Q, OtherLiabilities_3Q, OtherLiabilities_4Q, OtherLiabilities_5Q, OtherLiabilities_6Q, OtherLiabilities_7Q, OtherLiabilities_8Q, OtherLiabilities_1Y, OtherLiabilities_2Y, OtherLiabilities_3Y, OtherLiabilities_4Y, OtherLiabilities_5Y, OtherLiabilities_6Y, OtherLiabilities_7Y

Other Loan Assets

Reflects the carrying amount of any other unpaid loans, an asset of the bank.
A Few reported, expressed as dollars
Classifications: balance sheet

OtherLoanAssets_1Q, OtherLoanAssets_2Q, OtherLoanAssets_3Q, OtherLoanAssets_4Q, OtherLoanAssets_5Q, OtherLoanAssets_6Q, OtherLoanAssets_7Q, OtherLoanAssets_8Q, OtherLoanAssets_1Y, OtherLoanAssets_2Y, OtherLoanAssets_3Y, OtherLoanAssets_4Y, OtherLoanAssets_5Y, OtherLoanAssets_6Y, OtherLoanAssets_7Y

Other Loans Current

Other loans between the customer and bank which cannot be identified by other specific items in the Debt section, due within the next 12 months or operating cycle.
A Few reported, expressed as dollars
Classifications: balance sheet

OtherLoansCurrent_1Q, OtherLoansCurrent_2Q, OtherLoansCurrent_3Q, OtherLoansCurrent_4Q, OtherLoansCurrent_5Q, OtherLoansCurrent_6Q, OtherLoansCurrent_7Q, OtherLoansCurrent_8Q, OtherLoansCurrent_1Y, OtherLoansCurrent_2Y, OtherLoansCurrent_3Y, OtherLoansCurrent_4Y, OtherLoansCurrent_5Y, OtherLoansCurrent_6Y, OtherLoansCurrent_7Y

Other Loans Non Current

Other loans between the customer and bank which cannot be identified by other specific items in the Debt section, due beyond the current operating cycle.
A Few reported, expressed as dollars
Classifications: balance sheet

OtherLoansNonCurrent_1Q, OtherLoansNonCurrent_2Q, OtherLoansNonCurrent_3Q, OtherLoansNonCurrent_4Q, OtherLoansNonCurrent_5Q, OtherLoansNonCurrent_6Q, OtherLoansNonCurrent_7Q, OtherLoansNonCurrent_8Q, OtherLoansNonCurrent_1Y, OtherLoansNonCurrent_2Y, OtherLoansNonCurrent_3Y, OtherLoansNonCurrent_4Y, OtherLoansNonCurrent_5Y, OtherLoansNonCurrent_6Y, OtherLoansNonCurrent_7Y

Other Non Cash Items

Items which adjusted back from net income but without real cash outflow or inflow
Normally reported, expressed as dollars
Classifications: cash flow statement

OtherNonCashItems_1Q, OtherNonCashItems_2Q, OtherNonCashItems_3Q, OtherNonCashItems_4Q, OtherNonCashItems_5Q, OtherNonCashItems_6Q, OtherNonCashItems_7Q, OtherNonCashItems_8Q, OtherNonCashItems_1Y, OtherNonCashItems_2Y, OtherNonCashItems_3Y, OtherNonCashItems_4Y, OtherNonCashItems_5Y, OtherNonCashItems_6Y, OtherNonCashItems_7Y

Other Non Current Assets

Other non-current assets that are not otherwise classified
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot, assets

OtherNonCurrentAssets_1Q, OtherNonCurrentAssets_2Q, OtherNonCurrentAssets_3Q, OtherNonCurrentAssets_4Q, OtherNonCurrentAssets_5Q, OtherNonCurrentAssets_6Q, OtherNonCurrentAssets_7Q, OtherNonCurrentAssets_8Q, OtherNonCurrentAssets_1Y, OtherNonCurrentAssets_2Y, OtherNonCurrentAssets_3Y, OtherNonCurrentAssets_4Y, OtherNonCurrentAssets_5Y, OtherNonCurrentAssets_6Y, OtherNonCurrentAssets_7Y

Other Non Current Liabilities

This item is usually not available for bank and insurance industries
Normally reported, expressed as dollars
Classifications: balance sheet, snapshot, assets

OtherNonCurrentLiabilities_1Q, OtherNonCurrentLiabilities_2Q, OtherNonCurrentLiabilities_3Q, OtherNonCurrentLiabilities_4Q, OtherNonCurrentLiabilities_5Q, OtherNonCurrentLiabilities_6Q, OtherNonCurrentLiabilities_7Q, OtherNonCurrentLiabilities_8Q, OtherNonCurrentLiabilities_1Y, OtherNonCurrentLiabilities_2Y, OtherNonCurrentLiabilities_3Y, OtherNonCurrentLiabilities_4Y, OtherNonCurrentLiabilities_5Y, OtherNonCurrentLiabilities_6Y, OtherNonCurrentLiabilities_7Y

Other Non Interest Expense

All other non interest expense that is not otherwise classified
A Few reported, expressed as dollars
Classifications: income statement

OtherNonInterestExpense_1Q, OtherNonInterestExpense_2Q, OtherNonInterestExpense_3Q, OtherNonInterestExpense_4Q, OtherNonInterestExpense_5Q, OtherNonInterestExpense_6Q, OtherNonInterestExpense_7Q, OtherNonInterestExpense_8Q, OtherNonInterestExpense_T12M, OtherNonInterestExpense_1Y, OtherNonInterestExpense_2Y, OtherNonInterestExpense_3Y, OtherNonInterestExpense_4Y, OtherNonInterestExpense_5Y, OtherNonInterestExpense_6Y, OtherNonInterestExpense_7Y

Other Non Interest Income

Usually available for the banking industry. This is Non-Interest Income that is not otherwise classified
A Few reported, expressed as dollars
Classifications: income statement

OtherNonInterestIncome_1Q, OtherNonInterestIncome_2Q, OtherNonInterestIncome_3Q, OtherNonInterestIncome_4Q, OtherNonInterestIncome_5Q, OtherNonInterestIncome_6Q, OtherNonInterestIncome_7Q, OtherNonInterestIncome_8Q, OtherNonInterestIncome_T12M, OtherNonInterestIncome_1Y, OtherNonInterestIncome_2Y, OtherNonInterestIncome_3Y, OtherNonInterestIncome_4Y, OtherNonInterestIncome_5Y, OtherNonInterestIncome_6Y, OtherNonInterestIncome_7Y

Other Non Operating Income Expenses

Total other income and expense of the company that cannot be identified by other specific items in the Non-Operating section.
Majority reported, expressed as dollars
Classifications: income statement

OtherNonOperatingIncomeExpenses_1Q, OtherNonOperatingIncomeExpenses_2Q, OtherNonOperatingIncomeExpenses_3Q, OtherNonOperatingIncomeExpenses_4Q, OtherNonOperatingIncomeExpenses_5Q, OtherNonOperatingIncomeExpenses_6Q, OtherNonOperatingIncomeExpenses_7Q, OtherNonOperatingIncomeExpenses_8Q, OtherNonOperatingIncomeExpenses_T12M, OtherNonOperatingIncomeExpenses_1Y, OtherNonOperatingIncomeExpenses_2Y, OtherNonOperatingIncomeExpenses_3Y, OtherNonOperatingIncomeExpenses_4Y, OtherNonOperatingIncomeExpenses_5Y, OtherNonOperatingIncomeExpenses_6Y, OtherNonOperatingIncomeExpenses_7Y

Other Operating Cash Flow

Any other cash inflows or outflows in the Operating Cash Flow section, not accounted for in the other specified items.
A Few reported, expressed as dollars
Classifications: cash flow statement

OtherOperatingCashFlow_1Q, OtherOperatingCashFlow_2Q, OtherOperatingCashFlow_3Q, OtherOperatingCashFlow_4Q, OtherOperatingCashFlow_5Q, OtherOperatingCashFlow_6Q, OtherOperatingCashFlow_7Q, OtherOperatingCashFlow_8Q, OtherOperatingCashFlow_T12M, OtherOperatingCashFlow_1Y, OtherOperatingCashFlow_2Y, OtherOperatingCashFlow_3Y, OtherOperatingCashFlow_4Y, OtherOperatingCashFlow_5Y, OtherOperatingCashFlow_6Y, OtherOperatingCashFlow_7Y

Other Operating Expenses

The aggregate amount of operating expenses associated with normal operations. Will not include any gain, loss, benefit, or income; and its value reported by the company should be <0
Majority reported, expressed as dollars
Classifications: income statement

OtherOperatingExpenses_1Q, OtherOperatingExpenses_2Q, OtherOperatingExpenses_3Q, OtherOperatingExpenses_4Q, OtherOperatingExpenses_5Q, OtherOperatingExpenses_6Q, OtherOperatingExpenses_7Q, OtherOperatingExpenses_8Q, OtherOperatingExpenses_T12M, OtherOperatingExpenses_1Y, OtherOperatingExpenses_2Y, OtherOperatingExpenses_3Y, OtherOperatingExpenses_4Y, OtherOperatingExpenses_5Y, OtherOperatingExpenses_6Y, OtherOperatingExpenses_7Y

Other Operating Income

Total Other Operating Income- including interest income, dividend income and other types of operating income.
A Few reported, expressed as dollars
Classifications: income statement

OtherOperatingIncome_1Q, OtherOperatingIncome_2Q, OtherOperatingIncome_3Q, OtherOperatingIncome_4Q, OtherOperatingIncome_5Q, OtherOperatingIncome_6Q, OtherOperatingIncome_7Q, OtherOperatingIncome_8Q, OtherOperatingIncome_T12M, OtherOperatingIncome_1Y, OtherOperatingIncome_2Y, OtherOperatingIncome_3Y, OtherOperatingIncome_4Y, OtherOperatingIncome_5Y, OtherOperatingIncome_6Y, OtherOperatingIncome_7Y

Other Payable

Payables and Accrued Expenses that are not defined as Trade, Tax or Dividends related
Some reported, expressed as dollars
Classifications: balance sheet

OtherPayable_1Q, OtherPayable_2Q, OtherPayable_3Q, OtherPayable_4Q, OtherPayable_5Q, OtherPayable_6Q, OtherPayable_7Q, OtherPayable_8Q, OtherPayable_1Y, OtherPayable_2Y, OtherPayable_3Y, OtherPayable_4Y, OtherPayable_5Y, OtherPayable_6Y, OtherPayable_7Y

Other Properties

Other fixed assets not otherwise classified
Majority reported, expressed as dollars
Classifications: balance sheet

OtherProperties_1Q, OtherProperties_2Q, OtherProperties_3Q, OtherProperties_4Q, OtherProperties_5Q, OtherProperties_6Q, OtherProperties_7Q, OtherProperties_8Q, OtherProperties_1Y, OtherProperties_2Y, OtherProperties_3Y, OtherProperties_4Y, OtherProperties_5Y, OtherProperties_6Y, OtherProperties_7Y

Other Real Estate Owned

The Carrying amount as of the balance sheet date of other real estate, which may include real estate investments, real estate loans that qualify as investments in real estate, and premises that are no longer used in operations may also be included in real estate owned. This does not include real estate assets taken in settlement of troubled loans through surrender or foreclosure. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

OtherRealEstateOwned_1Q, OtherRealEstateOwned_2Q, OtherRealEstateOwned_3Q, OtherRealEstateOwned_4Q, OtherRealEstateOwned_5Q, OtherRealEstateOwned_6Q, OtherRealEstateOwned_7Q, OtherRealEstateOwned_8Q, OtherRealEstateOwned_1Y, OtherRealEstateOwned_2Y, OtherRealEstateOwned_3Y, OtherRealEstateOwned_4Y, OtherRealEstateOwned_5Y, OtherRealEstateOwned_6Y, OtherRealEstateOwned_7Y

Other Receivables

Other non-current receivables not otherwise classified
Majority reported, expressed as dollars
Classifications: balance sheet

OtherReceivables_1Q, OtherReceivables_2Q, OtherReceivables_3Q, OtherReceivables_4Q, OtherReceivables_5Q, OtherReceivables_6Q, OtherReceivables_7Q, OtherReceivables_8Q, OtherReceivables_1Y, OtherReceivables_2Y, OtherReceivables_3Y, OtherReceivables_4Y, OtherReceivables_5Y, OtherReceivables_6Y, OtherReceivables_7Y

Other Reserves

Other reserves owned by the company that cannot be identified by other specific items in the Reserves section.
A Few reported, expressed as dollars
Classifications: balance sheet

OtherReserves_1Q, OtherReserves_2Q, OtherReserves_3Q, OtherReserves_4Q, OtherReserves_5Q, OtherReserves_6Q, OtherReserves_7Q, OtherReserves_8Q, OtherReserves_1Y, OtherReserves_2Y, OtherReserves_3Y, OtherReserves_4Y, OtherReserves_5Y, OtherReserves_6Y, OtherReserves_7Y

Other Short Term Investments

The aggregate amount of short term investments, which will be expired within one year that are not specifically classified as Available-for-Sale, Held-to-Maturity, nor Trading investments
Majority reported, expressed as dollars
Classifications: balance sheet

OtherShortTermInvestments_1Q, OtherShortTermInvestments_2Q, OtherShortTermInvestments_3Q, OtherShortTermInvestments_4Q, OtherShortTermInvestments_5Q, OtherShortTermInvestments_6Q, OtherShortTermInvestments_7Q, OtherShortTermInvestments_8Q, OtherShortTermInvestments_1Y, OtherShortTermInvestments_2Y, OtherShortTermInvestments_3Y, OtherShortTermInvestments_4Y, OtherShortTermInvestments_5Y, OtherShortTermInvestments_6Y, OtherShortTermInvestments_7Y

Other Special Charges

All other special charges that are not otherwise classified
Normally reported, expressed as dollars
Classifications: income statement

OtherSpecialCharges_1Q, OtherSpecialCharges_2Q, OtherSpecialCharges_3Q, OtherSpecialCharges_4Q, OtherSpecialCharges_5Q, OtherSpecialCharges_6Q, OtherSpecialCharges_7Q, OtherSpecialCharges_8Q, OtherSpecialCharges_T12M, OtherSpecialCharges_1Y, OtherSpecialCharges_2Y, OtherSpecialCharges_3Y, OtherSpecialCharges_4Y, OtherSpecialCharges_5Y, OtherSpecialCharges_6Y, OtherSpecialCharges_7Y

Other Taxes

Any taxes that are not part of income taxes. This item is usually not available for bank and insurance industries
Some reported, expressed as dollars
Classifications: income statement

OtherTaxes_1Q, OtherTaxes_2Q, OtherTaxes_3Q, OtherTaxes_4Q, OtherTaxes_5Q, OtherTaxes_6Q, OtherTaxes_7Q, OtherTaxes_8Q, OtherTaxes_T12M, OtherTaxes_1Y, OtherTaxes_2Y, OtherTaxes_3Y, OtherTaxes_4Y, OtherTaxes_5Y, OtherTaxes_6Y, OtherTaxes_7Y

Price to Book Ratio

Adjusted close price / Book Value Per Share. If the result is negative or zero, then null
Normally reported and often used, expressed as numbers
Classifications: computed, multiples, ratios, book, pb

PBRatio

Price to Cash Flow Ratio

Adjusted close price /Cash Flow Per Share. If the result is negative or zero, then null
Normally reported, expressed as numbers
Classifications: computed, multiples, ratios, price

PCFRatio

P/E

Adjusted Close Price/ EPS. If the result is negative, zero, >10,000 or <0.001, then null
Normally reported and often used, expressed as numbers
Classifications: computed, multiples, ratios, price to earnings, net income, value

Price to Sales Ratio

Adjusted close price / Sales Per Share. If the result is negative or zero, then null
Normally reported and often used, expressed as numbers
Classifications: revenue, price to sales, value, ps, pts,ratios

PSRatio

Payables And Accrued Expenses

This balance sheet account includes all current payables and accrued expenses
Normally reported, expressed as dollars
Classifications: balance sheet

PayablesAndAccruedExpenses_1Q, PayablesAndAccruedExpenses_2Q, PayablesAndAccruedExpenses_3Q, PayablesAndAccruedExpenses_4Q, PayablesAndAccruedExpenses_5Q, PayablesAndAccruedExpenses_6Q, PayablesAndAccruedExpenses_7Q, PayablesAndAccruedExpenses_8Q, PayablesAndAccruedExpenses_1Y, PayablesAndAccruedExpenses_2Y, PayablesAndAccruedExpenses_3Y, PayablesAndAccruedExpenses_4Y, PayablesAndAccruedExpenses_5Y, PayablesAndAccruedExpenses_6Y, PayablesAndAccruedExpenses_7Y

Payables

The sum of all payables owed and expected to be paid within one year or one operating cycle, including accounts payables, taxes payable, dividends payable and all other current payables
Normally reported, expressed as dollars
Classifications: balance sheet

Payables_1Q, Payables_2Q, Payables_3Q, Payables_4Q, Payables_5Q, Payables_6Q, Payables_7Q, Payables_8Q, Payables_1Y, Payables_2Y, Payables_3Y, Payables_4Y, Payables_5Y, Payables_6Y, Payables_7Y

Payment For Loans

Payment from a bank or insurance company to the lender who lends money or property based on the agreement, along with interest, at a predetermined date in the future
A Few reported, expressed as dollars
Classifications: cash flow statement

PaymentForLoans_1Q, PaymentForLoans_2Q, PaymentForLoans_3Q, PaymentForLoans_4Q, PaymentForLoans_5Q, PaymentForLoans_6Q, PaymentForLoans_7Q, PaymentForLoans_8Q, PaymentForLoans_T12M, PaymentForLoans_1Y, PaymentForLoans_2Y, PaymentForLoans_3Y, PaymentForLoans_4Y, PaymentForLoans_5Y, PaymentForLoans_6Y, PaymentForLoans_7Y

Payment Turnover

Cost of Goods Sold / Average Accounts Payables
Majority reported, expressed as numbers
Classifications: income statement

PaymentTurnover_1Q, PaymentTurnover_2Q, PaymentTurnover_3Q, PaymentTurnover_4Q, PaymentTurnover_5Q, PaymentTurnover_6Q, PaymentTurnover_7Q, PaymentTurnover_8Q, PaymentTurnover_1Y, PaymentTurnover_2Y, PaymentTurnover_3Y, PaymentTurnover_4Y, PaymentTurnover_5Y, PaymentTurnover_6Y, PaymentTurnover_7Y

Payout Ratio

Dividend per share / Diluted earning per share
Normally reported, expressed as numbers
Classifications: ratios, computed, dividend,

PayoutRatio

Pension And Employee Benefit Expense

The amount of pension and other (such as medical, dental and life insurance) postretirement benefit costs recognized during the period
Some reported, expressed as dollars
Classifications: cash flow statement

PensionAndEmployeeBenefitExpense_1Q, PensionAndEmployeeBenefitExpense_2Q, PensionAndEmployeeBenefitExpense_3Q, PensionAndEmployeeBenefitExpense_4Q, PensionAndEmployeeBenefitExpense_5Q, PensionAndEmployeeBenefitExpense_6Q, PensionAndEmployeeBenefitExpense_7Q, PensionAndEmployeeBenefitExpense_8Q, PensionAndEmployeeBenefitExpense_T12M, PensionAndEmployeeBenefitExpense_1Y, PensionAndEmployeeBenefitExpense_2Y, PensionAndEmployeeBenefitExpense_3Y, PensionAndEmployeeBenefitExpense_4Y, PensionAndEmployeeBenefitExpense_5Y, PensionAndEmployeeBenefitExpense_6Y, PensionAndEmployeeBenefitExpense_7Y

Pension And Other Post Retirement Benefit Plans Current

Total of the carrying values as of the balance sheet date of obligations incurred through that date and payable for obligations related to services received from employees, such as accrued salaries and bonuses, payroll taxes and fringe benefits.
Majority reported, expressed as dollars
Classifications: balance sheet

PensionAndOtherPostRetirementBenefitPlansCurrent_1Q, PensionAndOtherPostRetirementBenefitPlansCurrent_2Q, PensionAndOtherPostRetirementBenefitPlansCurrent_3Q, PensionAndOtherPostRetirementBenefitPlansCurrent_4Q, PensionAndOtherPostRetirementBenefitPlansCurrent_5Q, PensionAndOtherPostRetirementBenefitPlansCurrent_6Q, PensionAndOtherPostRetirementBenefitPlansCurrent_7Q, PensionAndOtherPostRetirementBenefitPlansCurrent_8Q, PensionAndOtherPostRetirementBenefitPlansCurrent_1Y, PensionAndOtherPostRetirementBenefitPlansCurrent_2Y, PensionAndOtherPostRetirementBenefitPlansCurrent_3Y, PensionAndOtherPostRetirementBenefitPlansCurrent_4Y, PensionAndOtherPostRetirementBenefitPlansCurrent_5Y, PensionAndOtherPostRetirementBenefitPlansCurrent_6Y, PensionAndOtherPostRetirementBenefitPlansCurrent_7Y

Number Placeholder

A placeholder for a real value, used for assignments, value is undefined
Expressed as numbers
Classifications: structual

Placeholder

Policy Acquisition Expense

Costs that vary with and are primarily related to the acquisition of new and renewal insurance contracts. Also referred to as underwriting expenses
A Few reported, expressed as dollars
Classifications: income statement

PolicyAcquisitionExpense_1Q, PolicyAcquisitionExpense_2Q, PolicyAcquisitionExpense_3Q, PolicyAcquisitionExpense_4Q, PolicyAcquisitionExpense_5Q, PolicyAcquisitionExpense_6Q, PolicyAcquisitionExpense_7Q, PolicyAcquisitionExpense_8Q, PolicyAcquisitionExpense_T12M, PolicyAcquisitionExpense_1Y, PolicyAcquisitionExpense_2Y, PolicyAcquisitionExpense_3Y, PolicyAcquisitionExpense_4Y, PolicyAcquisitionExpense_5Y, PolicyAcquisitionExpense_6Y, PolicyAcquisitionExpense_7Y

Policy Loans

A loan issued by an insurance company that uses the cash value of a person’s life insurance policy as collateral. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: balance sheet

PolicyLoans_1Q, PolicyLoans_2Q, PolicyLoans_3Q, PolicyLoans_4Q, PolicyLoans_5Q, PolicyLoans_6Q, PolicyLoans_7Q, PolicyLoans_8Q, PolicyLoans_1Y, PolicyLoans_2Y, PolicyLoans_3Y, PolicyLoans_4Y, PolicyLoans_5Y, PolicyLoans_6Y, PolicyLoans_7Y

Policy Reserves Benefits

PolicyReservesBenefits_1Q, PolicyReservesBenefits_2Q, PolicyReservesBenefits_3Q, PolicyReservesBenefits_4Q, PolicyReservesBenefits_5Q, PolicyReservesBenefits_6Q, PolicyReservesBenefits_7Q, PolicyReservesBenefits_8Q, PolicyReservesBenefits_1Y, PolicyReservesBenefits_2Y, PolicyReservesBenefits_3Y, PolicyReservesBenefits_4Y, PolicyReservesBenefits_5Y, PolicyReservesBenefits_6Y, PolicyReservesBenefits_7Y

Policyholder Benefits Gross

The gross amount of provision in current period for future policyholder benefits, claims, and claims settlement, incurred in the claims settlement process before the effects of reinsurance arrangements. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

PolicyholderBenefitsGross_1Q, PolicyholderBenefitsGross_2Q, PolicyholderBenefitsGross_3Q, PolicyholderBenefitsGross_4Q, PolicyholderBenefitsGross_5Q, PolicyholderBenefitsGross_6Q, PolicyholderBenefitsGross_7Q, PolicyholderBenefitsGross_8Q, PolicyholderBenefitsGross_T12M, PolicyholderBenefitsGross_1Y, PolicyholderBenefitsGross_2Y, PolicyholderBenefitsGross_3Y, PolicyholderBenefitsGross_4Y, PolicyholderBenefitsGross_5Y, PolicyholderBenefitsGross_6Y, PolicyholderBenefitsGross_7Y

Policyholder Dividends

Payments made or credits extended to the insured by the company, usually at the end of a policy year results in reducing the net insurance cost to the policyholder. Such dividends may be paid in cash to the insured or applied by the insured as reductions of the premiums due for the next policy year. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

PolicyholderDividends_1Q, PolicyholderDividends_2Q, PolicyholderDividends_3Q, PolicyholderDividends_4Q, PolicyholderDividends_5Q, PolicyholderDividends_6Q, PolicyholderDividends_7Q, PolicyholderDividends_8Q, PolicyholderDividends_T12M, PolicyholderDividends_1Y, PolicyholderDividends_2Y, PolicyholderDividends_3Y, PolicyholderDividends_4Y, PolicyholderDividends_5Y, PolicyholderDividends_6Y, PolicyholderDividends_7Y

Policyholder Funds

The total liability as of the balance sheet date of amounts due to policy holders, excluding future policy benefits and claims, including unpaid policy dividends, retrospective refunds, and undistributed earnings on participating business
A Few reported, expressed as dollars
Classifications: balance sheet

PolicyholderFunds_1Q, PolicyholderFunds_2Q, PolicyholderFunds_3Q, PolicyholderFunds_4Q, PolicyholderFunds_5Q, PolicyholderFunds_6Q, PolicyholderFunds_7Q, PolicyholderFunds_8Q, PolicyholderFunds_1Y, PolicyholderFunds_2Y, PolicyholderFunds_3Y, PolicyholderFunds_4Y, PolicyholderFunds_5Y, PolicyholderFunds_6Y, PolicyholderFunds_7Y

Policyholder Interest

The periodic income payment provided to the annuitant by the insurance company, which is determined by the assumed interest rate (AIR) and other factors. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

PolicyholderInterest_1Q, PolicyholderInterest_2Q, PolicyholderInterest_3Q, PolicyholderInterest_4Q, PolicyholderInterest_5Q, PolicyholderInterest_6Q, PolicyholderInterest_7Q, PolicyholderInterest_8Q, PolicyholderInterest_T12M, PolicyholderInterest_1Y, PolicyholderInterest_2Y, PolicyholderInterest_3Y, PolicyholderInterest_4Y, PolicyholderInterest_5Y, PolicyholderInterest_6Y, PolicyholderInterest_7Y

Portfolio Buying Power

The value available for investment
Expressed as numbers
Classifications: backtest

PortfolioBuyingPower

Portfolio Cash Generated By Shorts

The cash generated by and reserved for short positions
Expressed as numbers
Classifications: backtest

PortfolioCashGeneratedByShorts

Portfolio’s number of held positions

Number of positions held. This will always be 0 on the first trading day
Expressed as numbers
Classifications: backtest

PortfolioNumHeld

Portfolio Return

Portfolio return if you initially invested one dollar
Expressed as dollars
Classifications: backtest

PortfolioReturn

Portfolio Share Price

The share price for the portfolio, starts at 1.00. This should not be affected by withdrawals and deposits
Expressed as numbers
Classifications: backtest

PortfolioSharePrice

Portfolio Shares Outstanding

The number of shares of the portfolio. This should not be affected by investment performance
Expressed as numbers
Classifications: backtest

PortfolioSharesOutstanding

Portfolio Value Long

The value of all long positions
Expressed as numbers
Classifications: backtest

PortfolioValueLong

Portfolio Value Short

The value of all short positions
Expressed as numbers
Classifications: backtest

PortfolioValueShort

Portfolio Value Total

The total value of all positions
Expressed as numbers
Classifications: backtest

PortfolioValueTotal

Position Days Held

The number of days each position has been held
Expressed as numbers
Classifications: backtest

PositionDaysHeld

Position End Price

The price which this stock was last sold for. Undefined if the stock was never sold.
Expressed as dollars
Classifications: backtest

PositionEndPrice

Position Is Held

Is the stock currently held in the portfolio
Expressed as T/F
Classifications: backtest

PositionIsHeld

Position Rebalance Start Price

The price of the position since last rebalanced.
Expressed as numbers
Classifications: backtest

PositionRebalanceStartPrice

Position Weight

The weight of the position within the portfolio. So the percentage help in the position would be PositionWeight/WeightOfTotal * 100
Expressed as numbers
Classifications: backtest

PositionWeight

Preferred Securities Outside Stock Equity

Preferred securities that that firm treats as a liability. It includes convertible preferred stock or redeemable preferred stock
Some reported, expressed as dollars
Classifications: balance sheet

PreferredSecuritiesOutsideStockEquity_1Q, PreferredSecuritiesOutsideStockEquity_2Q, PreferredSecuritiesOutsideStockEquity_3Q, PreferredSecuritiesOutsideStockEquity_4Q, PreferredSecuritiesOutsideStockEquity_5Q, PreferredSecuritiesOutsideStockEquity_6Q, PreferredSecuritiesOutsideStockEquity_7Q, PreferredSecuritiesOutsideStockEquity_8Q, PreferredSecuritiesOutsideStockEquity_1Y, PreferredSecuritiesOutsideStockEquity_2Y, PreferredSecuritiesOutsideStockEquity_3Y, PreferredSecuritiesOutsideStockEquity_4Y, PreferredSecuritiesOutsideStockEquity_5Y, PreferredSecuritiesOutsideStockEquity_6Y, PreferredSecuritiesOutsideStockEquity_7Y

Preferred Shares Number

Number of Preferred Shares
Some reported, expressed as numbers
Classifications: share data,

PreferredSharesNumber_1Q, PreferredSharesNumber_2Q, PreferredSharesNumber_3Q, PreferredSharesNumber_4Q, PreferredSharesNumber_5Q, PreferredSharesNumber_6Q, PreferredSharesNumber_7Q, PreferredSharesNumber_8Q, PreferredSharesNumber_1Y, PreferredSharesNumber_2Y, PreferredSharesNumber_3Y, PreferredSharesNumber_4Y, PreferredSharesNumber_5Y, PreferredSharesNumber_6Y, PreferredSharesNumber_7Y

Preferred Stock Dividend Paid

Pay for the amount of dividends declared or paid in the period to preferred shareholders or the amount for which the obligation to pay them dividends rose in the period
Some reported, expressed as dollars
Classifications: cash flow statement

PreferredStockDividendPaid_1Q, PreferredStockDividendPaid_2Q, PreferredStockDividendPaid_3Q, PreferredStockDividendPaid_4Q, PreferredStockDividendPaid_5Q, PreferredStockDividendPaid_6Q, PreferredStockDividendPaid_7Q, PreferredStockDividendPaid_8Q, PreferredStockDividendPaid_T12M, PreferredStockDividendPaid_1Y, PreferredStockDividendPaid_2Y, PreferredStockDividendPaid_3Y, PreferredStockDividendPaid_4Y, PreferredStockDividendPaid_5Y, PreferredStockDividendPaid_6Y, PreferredStockDividendPaid_7Y

Preferred Stock Dividends

The amount of dividends declared or paid in the period to preferred shareholders, or the amount for which the obligation to pay them dividends arose in the period. Preferred dividends are the amount required for the current year only, and not for any amount required in past years
Some reported, expressed as dollars
Classifications: income statement

PreferredStockDividends_1Q, PreferredStockDividends_2Q, PreferredStockDividends_3Q, PreferredStockDividends_4Q, PreferredStockDividends_5Q, PreferredStockDividends_6Q, PreferredStockDividends_7Q, PreferredStockDividends_8Q, PreferredStockDividends_T12M, PreferredStockDividends_1Y, PreferredStockDividends_2Y, PreferredStockDividends_3Y, PreferredStockDividends_4Y, PreferredStockDividends_5Y, PreferredStockDividends_6Y, PreferredStockDividends_7Y

Preferred Stock Equity

A class of ownership in a company that has a higher claim on the assets and earnings than common stock. Preferred stock generally has a dividend that must be paid out before dividends to common stockholders and the shares usually do not have voting rights
Some reported, expressed as dollars
Classifications: balance sheet

PreferredStockEquity_1Q, PreferredStockEquity_2Q, PreferredStockEquity_3Q, PreferredStockEquity_4Q, PreferredStockEquity_5Q, PreferredStockEquity_6Q, PreferredStockEquity_7Q, PreferredStockEquity_8Q, PreferredStockEquity_1Y, PreferredStockEquity_2Y, PreferredStockEquity_3Y, PreferredStockEquity_4Y, PreferredStockEquity_5Y, PreferredStockEquity_6Y, PreferredStockEquity_7Y

Preferred Stock Issuance

The cash inflow from offering preferred stock
Some reported, expressed as dollars
Classifications: cash flow statement

PreferredStockIssuance_1Q, PreferredStockIssuance_2Q, PreferredStockIssuance_3Q, PreferredStockIssuance_4Q, PreferredStockIssuance_5Q, PreferredStockIssuance_6Q, PreferredStockIssuance_7Q, PreferredStockIssuance_8Q, PreferredStockIssuance_T12M, PreferredStockIssuance_1Y, PreferredStockIssuance_2Y, PreferredStockIssuance_3Y, PreferredStockIssuance_4Y, PreferredStockIssuance_5Y, PreferredStockIssuance_6Y, PreferredStockIssuance_7Y

Preferred Stock Payments

The cash outflow to reacquire preferred stock during the period
Some reported, expressed as dollars
Classifications: cash flow statement

PreferredStockPayments_1Q, PreferredStockPayments_2Q, PreferredStockPayments_3Q, PreferredStockPayments_4Q, PreferredStockPayments_5Q, PreferredStockPayments_6Q, PreferredStockPayments_7Q, PreferredStockPayments_8Q, PreferredStockPayments_T12M, PreferredStockPayments_1Y, PreferredStockPayments_2Y, PreferredStockPayments_3Y, PreferredStockPayments_4Y, PreferredStockPayments_5Y, PreferredStockPayments_6Y, PreferredStockPayments_7Y

Preferred Stock

Preferred stock (all issues) at par value, as reported within the Stockholder’s Equity section of the balance sheet
Majority reported, expressed as dollars
Classifications: balance sheet

PreferredStock_1Q, PreferredStock_2Q, PreferredStock_3Q, PreferredStock_4Q, PreferredStock_5Q, PreferredStock_6Q, PreferredStock_7Q, PreferredStock_8Q, PreferredStock_1Y, PreferredStock_2Y, PreferredStock_3Y, PreferredStock_4Y, PreferredStock_5Y, PreferredStock_6Y, PreferredStock_7Y

Prepaid Assets

Sum of the carrying amounts that are paid in advance for expenses, which will be charged against earnings in subsequent periods
Majority reported, expressed as dollars
Classifications: balance sheet

PrepaidAssets_1Q, PrepaidAssets_2Q, PrepaidAssets_3Q, PrepaidAssets_4Q, PrepaidAssets_5Q, PrepaidAssets_6Q, PrepaidAssets_7Q, PrepaidAssets_8Q, PrepaidAssets_1Y, PrepaidAssets_2Y, PrepaidAssets_3Y, PrepaidAssets_4Y, PrepaidAssets_5Y, PrepaidAssets_6Y, PrepaidAssets_7Y

Pretax Income

Reported income before the deduction or benefit of income taxes
Normally reported, expressed as dollars
Classifications: income statement, timeframe, income

PretaxIncome_1Q, PretaxIncome_2Q, PretaxIncome_3Q, PretaxIncome_4Q, PretaxIncome_5Q, PretaxIncome_6Q, PretaxIncome_7Q, PretaxIncome_8Q, PretaxIncome_T12M, PretaxIncome_1Y, PretaxIncome_2Y, PretaxIncome_3Y, PretaxIncome_4Y, PretaxIncome_5Y, PretaxIncome_6Y, PretaxIncome_7Y

Pretax Margin

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: Pretax Income / Revenue
Normally reported, expressed as numbers
Classifications: ratios, computed, margin, tax

PretaxMargin_1Q, PretaxMargin_2Q, PretaxMargin_3Q, PretaxMargin_4Q, PretaxMargin_5Q, PretaxMargin_6Q, PretaxMargin_7Q, PretaxMargin_8Q, PretaxMargin_1Y, PretaxMargin_2Y, PretaxMargin_3Y, PretaxMargin_4Y, PretaxMargin_5Y, PretaxMargin_6Y, PretaxMargin_7Y

Price To EBITDA

Adjusted close price/EBITDA Per Share. If the result is negative or zero, then null.
Majority reported, expressed as numbers
Classifications: ratios, computed

PriceToEBITDA

Proceeds From Loans

The cash inflow from borrowing money or property for a bank or insurance company
A Few reported, expressed as dollars
Classifications: cash flow statement

ProceedsFromLoans_1Q, ProceedsFromLoans_2Q, ProceedsFromLoans_3Q, ProceedsFromLoans_4Q, ProceedsFromLoans_5Q, ProceedsFromLoans_6Q, ProceedsFromLoans_7Q, ProceedsFromLoans_8Q, ProceedsFromLoans_T12M, ProceedsFromLoans_1Y, ProceedsFromLoans_2Y, ProceedsFromLoans_3Y, ProceedsFromLoans_4Y, ProceedsFromLoans_5Y, ProceedsFromLoans_6Y, ProceedsFromLoans_7Y

Proceeds From Stock Option Exercised

The cash inflow associated with the amount received from holders exercising their stock options
Majority reported, expressed as dollars
Classifications: cash flow statement

ProceedsFromStockOptionExercised_1Q, ProceedsFromStockOptionExercised_2Q, ProceedsFromStockOptionExercised_3Q, ProceedsFromStockOptionExercised_4Q, ProceedsFromStockOptionExercised_5Q, ProceedsFromStockOptionExercised_6Q, ProceedsFromStockOptionExercised_7Q, ProceedsFromStockOptionExercised_8Q, ProceedsFromStockOptionExercised_T12M, ProceedsFromStockOptionExercised_1Y, ProceedsFromStockOptionExercised_2Y, ProceedsFromStockOptionExercised_3Y, ProceedsFromStockOptionExercised_4Y, ProceedsFromStockOptionExercised_5Y, ProceedsFromStockOptionExercised_6Y, ProceedsFromStockOptionExercised_7Y

Proceeds Payment Federal Funds Sold And Securities Purchased Under Agreement To Resell

The aggregate amount change of (1) the lending of excess federal funds to another commercial bank requiring such for its legal reserve requirements and (2) securities purchased under agreements to resell. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: cash flow statement

ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_1Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_2Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_3Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_4Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_5Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_6Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_7Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_8Q, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_T12M, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_1Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_2Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_3Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_4Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_5Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_6Y, ProceedsPaymentFederalFundsSoldAndSecuritiesPurchasedUnderAgreementToResell_7Y

Proceeds Payment In Interest Bearing Deposits In Bank

The net change on interest-bearing deposits in other financial institutions for relatively short periods of time including, for example, certificates of deposits
A Few reported, expressed as dollars
Classifications: cash flow statement

ProceedsPaymentInInterestBearingDepositsInBank_1Q, ProceedsPaymentInInterestBearingDepositsInBank_2Q, ProceedsPaymentInInterestBearingDepositsInBank_3Q, ProceedsPaymentInInterestBearingDepositsInBank_4Q, ProceedsPaymentInInterestBearingDepositsInBank_5Q, ProceedsPaymentInInterestBearingDepositsInBank_6Q, ProceedsPaymentInInterestBearingDepositsInBank_7Q, ProceedsPaymentInInterestBearingDepositsInBank_8Q, ProceedsPaymentInInterestBearingDepositsInBank_T12M, ProceedsPaymentInInterestBearingDepositsInBank_1Y, ProceedsPaymentInInterestBearingDepositsInBank_2Y, ProceedsPaymentInInterestBearingDepositsInBank_3Y, ProceedsPaymentInInterestBearingDepositsInBank_4Y, ProceedsPaymentInInterestBearingDepositsInBank_5Y, ProceedsPaymentInInterestBearingDepositsInBank_6Y, ProceedsPaymentInInterestBearingDepositsInBank_7Y

Professional Expense And Contract Services Expense

Professional and contract service expense includes cost reimbursements for support services related to contracted projects, outsourced management, technical and staff support. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

ProfessionalExpenseAndContractServicesExpense_1Q, ProfessionalExpenseAndContractServicesExpense_2Q, ProfessionalExpenseAndContractServicesExpense_3Q, ProfessionalExpenseAndContractServicesExpense_4Q, ProfessionalExpenseAndContractServicesExpense_5Q, ProfessionalExpenseAndContractServicesExpense_6Q, ProfessionalExpenseAndContractServicesExpense_7Q, ProfessionalExpenseAndContractServicesExpense_8Q, ProfessionalExpenseAndContractServicesExpense_T12M, ProfessionalExpenseAndContractServicesExpense_1Y, ProfessionalExpenseAndContractServicesExpense_2Y, ProfessionalExpenseAndContractServicesExpense_3Y, ProfessionalExpenseAndContractServicesExpense_4Y, ProfessionalExpenseAndContractServicesExpense_5Y, ProfessionalExpenseAndContractServicesExpense_6Y, ProfessionalExpenseAndContractServicesExpense_7Y

Properties

Tangible assets that are held by an entity for use in the production or supply of goods and services, for rental to others, or for administrative purposes and that are expected to provide economic benefit for more than one year. This item is available for manufacturing, bank and transportation industries
Majority reported, expressed as dollars
Classifications: balance sheet

Properties_1Q, Properties_2Q, Properties_3Q, Properties_4Q, Properties_5Q, Properties_6Q, Properties_7Q, Properties_8Q, Properties_1Y, Properties_2Y, Properties_3Y, Properties_4Y, Properties_5Y, Properties_6Y, Properties_7Y

Provision And Write Off Of Assets

A non-cash adjustment for total provision and write off on assets & liabilities.
Some reported, expressed as dollars
Classifications: cash flow statement

ProvisionAndWriteOffOfAssets_1Q, ProvisionAndWriteOffOfAssets_2Q, ProvisionAndWriteOffOfAssets_3Q, ProvisionAndWriteOffOfAssets_4Q, ProvisionAndWriteOffOfAssets_5Q, ProvisionAndWriteOffOfAssets_6Q, ProvisionAndWriteOffOfAssets_7Q, ProvisionAndWriteOffOfAssets_8Q, ProvisionAndWriteOffOfAssets_T12M, ProvisionAndWriteOffOfAssets_1Y, ProvisionAndWriteOffOfAssets_2Y, ProvisionAndWriteOffOfAssets_3Y, ProvisionAndWriteOffOfAssets_4Y, ProvisionAndWriteOffOfAssets_5Y, ProvisionAndWriteOffOfAssets_6Y, ProvisionAndWriteOffOfAssets_7Y

Provision For Doubtful Accounts

Amount of the current period expense charged against operations, the offset which is generally to the allowance for doubtful accounts for the purpose of reducing receivables, including notes receivable, to an amount that approximates their net realizable value (the amount expected to be collected). The category includes provision for loan losses, provision for any doubtful account receivable, and bad debt expenses. This item is usually not available for bank and insurance industries
A Few reported, expressed as dollars
Classifications: income statement

ProvisionForDoubtfulAccounts_1Q, ProvisionForDoubtfulAccounts_2Q, ProvisionForDoubtfulAccounts_3Q, ProvisionForDoubtfulAccounts_4Q, ProvisionForDoubtfulAccounts_5Q, ProvisionForDoubtfulAccounts_6Q, ProvisionForDoubtfulAccounts_7Q, ProvisionForDoubtfulAccounts_8Q, ProvisionForDoubtfulAccounts_T12M, ProvisionForDoubtfulAccounts_1Y, ProvisionForDoubtfulAccounts_2Y, ProvisionForDoubtfulAccounts_3Y, ProvisionForDoubtfulAccounts_4Y, ProvisionForDoubtfulAccounts_5Y, ProvisionForDoubtfulAccounts_6Y, ProvisionForDoubtfulAccounts_7Y

Provision For Loan Lease And Other Losses

The sum of the periodic provision charged to earnings, based on an assessment of uncollectible from the counterparty on account of loan, lease or other credit losses, to reduce these accounts to the amount that approximates their net realizable value. This item is usually only available for bank industry
Some reported, expressed as dollars
Classifications: cash flow statement

ProvisionForLoanLeaseAndOtherLosses_1Q, ProvisionForLoanLeaseAndOtherLosses_2Q, ProvisionForLoanLeaseAndOtherLosses_3Q, ProvisionForLoanLeaseAndOtherLosses_4Q, ProvisionForLoanLeaseAndOtherLosses_5Q, ProvisionForLoanLeaseAndOtherLosses_6Q, ProvisionForLoanLeaseAndOtherLosses_7Q, ProvisionForLoanLeaseAndOtherLosses_8Q, ProvisionForLoanLeaseAndOtherLosses_T12M, ProvisionForLoanLeaseAndOtherLosses_1Y, ProvisionForLoanLeaseAndOtherLosses_2Y, ProvisionForLoanLeaseAndOtherLosses_3Y, ProvisionForLoanLeaseAndOtherLosses_4Y, ProvisionForLoanLeaseAndOtherLosses_5Y, ProvisionForLoanLeaseAndOtherLosses_6Y, ProvisionForLoanLeaseAndOtherLosses_7Y

Purchase Of Business

All the purchases of business including business acquisitions, investment in subsidiary; investing in affiliated companies, and join venture
Majority reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfBusiness_1Q, PurchaseOfBusiness_2Q, PurchaseOfBusiness_3Q, PurchaseOfBusiness_4Q, PurchaseOfBusiness_5Q, PurchaseOfBusiness_6Q, PurchaseOfBusiness_7Q, PurchaseOfBusiness_8Q, PurchaseOfBusiness_T12M, PurchaseOfBusiness_1Y, PurchaseOfBusiness_2Y, PurchaseOfBusiness_3Y, PurchaseOfBusiness_4Y, PurchaseOfBusiness_5Y, PurchaseOfBusiness_6Y, PurchaseOfBusiness_7Y

Purchase Of Intangibles

The amount of capital outlays undertaken to increase, construct or improve intangible assets
Some reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfIntangibles_1Q, PurchaseOfIntangibles_2Q, PurchaseOfIntangibles_3Q, PurchaseOfIntangibles_4Q, PurchaseOfIntangibles_5Q, PurchaseOfIntangibles_6Q, PurchaseOfIntangibles_7Q, PurchaseOfIntangibles_8Q, PurchaseOfIntangibles_T12M, PurchaseOfIntangibles_1Y, PurchaseOfIntangibles_2Y, PurchaseOfIntangibles_3Y, PurchaseOfIntangibles_4Y, PurchaseOfIntangibles_5Y, PurchaseOfIntangibles_6Y, PurchaseOfIntangibles_7Y

Purchase Of Investment Properties

Cash outflow for purchases of investment properties during the accounting period.
A Few reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfInvestmentProperties_1Q, PurchaseOfInvestmentProperties_2Q, PurchaseOfInvestmentProperties_3Q, PurchaseOfInvestmentProperties_4Q, PurchaseOfInvestmentProperties_5Q, PurchaseOfInvestmentProperties_6Q, PurchaseOfInvestmentProperties_7Q, PurchaseOfInvestmentProperties_8Q, PurchaseOfInvestmentProperties_T12M, PurchaseOfInvestmentProperties_1Y, PurchaseOfInvestmentProperties_2Y, PurchaseOfInvestmentProperties_3Y, PurchaseOfInvestmentProperties_4Y, PurchaseOfInvestmentProperties_5Y, PurchaseOfInvestmentProperties_6Y, PurchaseOfInvestmentProperties_7Y

Purchase Of Investment

All purchases of investments, including both long term and short term
Normally reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfInvestment_1Q, PurchaseOfInvestment_2Q, PurchaseOfInvestment_3Q, PurchaseOfInvestment_4Q, PurchaseOfInvestment_5Q, PurchaseOfInvestment_6Q, PurchaseOfInvestment_7Q, PurchaseOfInvestment_8Q, PurchaseOfInvestment_T12M, PurchaseOfInvestment_1Y, PurchaseOfInvestment_2Y, PurchaseOfInvestment_3Y, PurchaseOfInvestment_4Y, PurchaseOfInvestment_5Y, PurchaseOfInvestment_6Y, PurchaseOfInvestment_7Y

Purchase Of Joint Venture Associate

Purchase of joint venture/associates (investment below 50%).
A Few reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfJointVentureAssociate_1Q, PurchaseOfJointVentureAssociate_2Q, PurchaseOfJointVentureAssociate_3Q, PurchaseOfJointVentureAssociate_4Q, PurchaseOfJointVentureAssociate_5Q, PurchaseOfJointVentureAssociate_6Q, PurchaseOfJointVentureAssociate_7Q, PurchaseOfJointVentureAssociate_8Q, PurchaseOfJointVentureAssociate_T12M, PurchaseOfJointVentureAssociate_1Y, PurchaseOfJointVentureAssociate_2Y, PurchaseOfJointVentureAssociate_3Y, PurchaseOfJointVentureAssociate_4Y, PurchaseOfJointVentureAssociate_5Y, PurchaseOfJointVentureAssociate_6Y, PurchaseOfJointVentureAssociate_7Y

Purchase Of PPE

The amount of capital outlays undertaken to increase, construct or improve capital assets. This category includes property, plant equipment, furniture, fixed assets, buildings, and improvement
Normally reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfPPE_1Q, PurchaseOfPPE_2Q, PurchaseOfPPE_3Q, PurchaseOfPPE_4Q, PurchaseOfPPE_5Q, PurchaseOfPPE_6Q, PurchaseOfPPE_7Q, PurchaseOfPPE_8Q, PurchaseOfPPE_T12M, PurchaseOfPPE_1Y, PurchaseOfPPE_2Y, PurchaseOfPPE_3Y, PurchaseOfPPE_4Y, PurchaseOfPPE_5Y, PurchaseOfPPE_6Y, PurchaseOfPPE_7Y

Purchase Of Subsidiaries

Purchase of subsidiaries or interest in subsidiaries (investments 51% and above).
A Few reported, expressed as dollars
Classifications: cash flow statement

PurchaseOfSubsidiaries_1Q, PurchaseOfSubsidiaries_2Q, PurchaseOfSubsidiaries_3Q, PurchaseOfSubsidiaries_4Q, PurchaseOfSubsidiaries_5Q, PurchaseOfSubsidiaries_6Q, PurchaseOfSubsidiaries_7Q, PurchaseOfSubsidiaries_8Q, PurchaseOfSubsidiaries_T12M, PurchaseOfSubsidiaries_1Y, PurchaseOfSubsidiaries_2Y, PurchaseOfSubsidiaries_3Y, PurchaseOfSubsidiaries_4Y, PurchaseOfSubsidiaries_5Y, PurchaseOfSubsidiaries_6Y, PurchaseOfSubsidiaries_7Y

Quick Ratio

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: ( Cash, Cash Equivalents, and Short-term Investments + Receivables ) / Current Liabilities
Normally reported, expressed as numbers
Classifications: ratios, computed, assets

QuickRatio_1Q, QuickRatio_2Q, QuickRatio_3Q, QuickRatio_4Q, QuickRatio_5Q, QuickRatio_6Q, QuickRatio_7Q, QuickRatio_8Q, QuickRatio_1Y, QuickRatio_2Y, QuickRatio_3Y, QuickRatio_4Y, QuickRatio_5Y, QuickRatio_6Y, QuickRatio_7Y

REITs Fund From Operation

Funds from operations; populated only for real estate investment trusts (REITs), defined as the sum of net income, gain/loss (realized and unrealized) on investment securities, asset impairment charge, depreciation and amortization and gain/ loss on the sale of business and property plant and equipment.
A Few reported, expressed as dollars
Classifications: cash flow statement

REITsFundFromOperation_1Q, REITsFundFromOperation_2Q, REITsFundFromOperation_3Q, REITsFundFromOperation_4Q, REITsFundFromOperation_5Q, REITsFundFromOperation_6Q, REITsFundFromOperation_7Q, REITsFundFromOperation_8Q, REITsFundFromOperation_T12M, REITsFundFromOperation_1Y, REITsFundFromOperation_2Y, REITsFundFromOperation_3Y, REITsFundFromOperation_4Y, REITsFundFromOperation_5Y, REITsFundFromOperation_6Y, REITsFundFromOperation_7Y

Return on Assets

Net Income / Average Total Assets
Normally reported, expressed as numbers
Classifications: ratios, computed, assets, roa

ROA_1Q, ROA_2Q, ROA_3Q, ROA_4Q, ROA_5Q, ROA_6Q, ROA_7Q, ROA_8Q, ROA_1Y, ROA_2Y, ROA_3Y, ROA_4Y, ROA_5Y, ROA_6Y, ROA_7Y

Return on Equity

Net Income / Average Total Common Equity
Normally reported and often used, expressed as numbers
Classifications: ratios, computed, equity, roe

ROE_1Q, ROE_2Q, ROE_3Q, ROE_4Q, ROE_5Q, ROE_6Q, ROE_7Q, ROE_8Q, ROE_1Y, ROE_2Y, ROE_3Y, ROE_4Y, ROE_5Y, ROE_6Y, ROE_7Y

Return on Invested Capital

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation
Normally reported, expressed as numbers
Classifications: ratios, computed, returns, ROIC

ROIC_1Q, ROIC_2Q, ROIC_3Q, ROIC_4Q, ROIC_5Q, ROIC_6Q, ROIC_7Q, ROIC_8Q, ROIC_1Y, ROIC_2Y, ROIC_3Y, ROIC_4Y, ROIC_5Y, ROIC_6Y, ROIC_7Y

Ratio of PE to 5 Year Average PE

The five-year average of the company’s price-to-earnings ratio.
Majority reported, expressed as numbers
Classifications: ratios, computed

RatioPE5YearAverage

Raw Close

The unadjusted closing price for the day. Available since 2000.
Normally reported and often used, expressed as dollars
Classifications: price

RawClose

Raw High

The unadjusted high price for the day.Available since 2000.
Normally reported, expressed as dollars
Classifications: price

RawHigh

Raw Low

The unadjusted low price for the day. Available since 2000.
Normally reported, expressed as dollars
Classifications: price

RawLow

Raw Materials

Carrying amount as of the balance sheet data of unprocessed items to be consumed in the manufacturing or production process. This item is available for manufacturing and mining industries
Some reported, expressed as dollars
Classifications: balance sheet

RawMaterials_1Q, RawMaterials_2Q, RawMaterials_3Q, RawMaterials_4Q, RawMaterials_5Q, RawMaterials_6Q, RawMaterials_7Q, RawMaterials_8Q, RawMaterials_1Y, RawMaterials_2Y, RawMaterials_3Y, RawMaterials_4Y, RawMaterials_5Y, RawMaterials_6Y, RawMaterials_7Y

Raw Open

The unadjusted opening price for the day. Available since 2000.
Normally reported, expressed as dollars
Classifications: price

RawOpen

Raw Volume

The unadjusted volume for the day. Available since 2000.
Normally reported, expressed as dollars
Classifications: price

RawVolume

Realized Gain Loss On Sale Of Loans And Lease

The gains and losses included in earnings that represent the difference between the sale price and the carrying value of loans and leases that were sold during the reporting period. This element refers to the gain (loss) and not to the cash proceeds of the sales. This element is a non-cash adjustment to net income when calculating net cash generated by operating activities using the indirect method. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: cash flow statement

RealizedGainLossOnSaleOfLoansAndLease_1Q, RealizedGainLossOnSaleOfLoansAndLease_2Q, RealizedGainLossOnSaleOfLoansAndLease_3Q, RealizedGainLossOnSaleOfLoansAndLease_4Q, RealizedGainLossOnSaleOfLoansAndLease_5Q, RealizedGainLossOnSaleOfLoansAndLease_6Q, RealizedGainLossOnSaleOfLoansAndLease_7Q, RealizedGainLossOnSaleOfLoansAndLease_8Q, RealizedGainLossOnSaleOfLoansAndLease_T12M, RealizedGainLossOnSaleOfLoansAndLease_1Y, RealizedGainLossOnSaleOfLoansAndLease_2Y, RealizedGainLossOnSaleOfLoansAndLease_3Y, RealizedGainLossOnSaleOfLoansAndLease_4Y, RealizedGainLossOnSaleOfLoansAndLease_5Y, RealizedGainLossOnSaleOfLoansAndLease_6Y, RealizedGainLossOnSaleOfLoansAndLease_7Y

Receivable Turnover

Revenue / Average Accounts Receivables
Normally reported, expressed as numbers
Classifications: ratios, computed, accounts

ReceivableTurnover_1Q, ReceivableTurnover_2Q, ReceivableTurnover_3Q, ReceivableTurnover_4Q, ReceivableTurnover_5Q, ReceivableTurnover_6Q, ReceivableTurnover_7Q, ReceivableTurnover_8Q, ReceivableTurnover_1Y, ReceivableTurnover_2Y, ReceivableTurnover_3Y, ReceivableTurnover_4Y, ReceivableTurnover_5Y, ReceivableTurnover_6Y, ReceivableTurnover_7Y

Receivables Adjustments Allowances

A provision relating to a written agreement to receive money at a specified future date(s) (within one year from the reporting date or the normal operating cycle, whichever is longer), consisting of principal as well as any accrued interest
Some reported, expressed as dollars
Classifications: balance sheet

ReceivablesAdjustmentsAllowances_1Q, ReceivablesAdjustmentsAllowances_2Q, ReceivablesAdjustmentsAllowances_3Q, ReceivablesAdjustmentsAllowances_4Q, ReceivablesAdjustmentsAllowances_5Q, ReceivablesAdjustmentsAllowances_6Q, ReceivablesAdjustmentsAllowances_7Q, ReceivablesAdjustmentsAllowances_8Q, ReceivablesAdjustmentsAllowances_1Y, ReceivablesAdjustmentsAllowances_2Y, ReceivablesAdjustmentsAllowances_3Y, ReceivablesAdjustmentsAllowances_4Y, ReceivablesAdjustmentsAllowances_5Y, ReceivablesAdjustmentsAllowances_6Y, ReceivablesAdjustmentsAllowances_7Y

Receivables

The sum of all receivables owed by customers and affiliates within one year, including accounts receivable, notes receivable, premiums receivable, and other current receivables
Normally reported, expressed as dollars
Classifications: balance sheet

Receivables_1Q, Receivables_2Q, Receivables_3Q, Receivables_4Q, Receivables_5Q, Receivables_6Q, Receivables_7Q, Receivables_8Q, Receivables_1Y, Receivables_2Y, Receivables_3Y, Receivables_4Y, Receivables_5Y, Receivables_6Y, Receivables_7Y

Reconciled Cost Of Revenue

The Cost Of Revenue plus Depreciation, Depletion & Amortization from the Income Statement; minus Depreciation, Depletion & Amortization from the Cash Flow Statement
Normally reported, expressed as dollars
Classifications: income statement

ReconciledCostOfRevenue_1Q, ReconciledCostOfRevenue_2Q, ReconciledCostOfRevenue_3Q, ReconciledCostOfRevenue_4Q, ReconciledCostOfRevenue_5Q, ReconciledCostOfRevenue_6Q, ReconciledCostOfRevenue_7Q, ReconciledCostOfRevenue_8Q, ReconciledCostOfRevenue_T12M, ReconciledCostOfRevenue_1Y, ReconciledCostOfRevenue_2Y, ReconciledCostOfRevenue_3Y, ReconciledCostOfRevenue_4Y, ReconciledCostOfRevenue_5Y, ReconciledCostOfRevenue_6Y, ReconciledCostOfRevenue_7Y

Reconciled Depreciation

Is Depreciation, Depletion & Amortization from the Cash Flow Statement
Normally reported, expressed as dollars
Classifications: income statement

ReconciledDepreciation_1Q, ReconciledDepreciation_2Q, ReconciledDepreciation_3Q, ReconciledDepreciation_4Q, ReconciledDepreciation_5Q, ReconciledDepreciation_6Q, ReconciledDepreciation_7Q, ReconciledDepreciation_8Q, ReconciledDepreciation_T12M, ReconciledDepreciation_1Y, ReconciledDepreciation_2Y, ReconciledDepreciation_3Y, ReconciledDepreciation_4Y, ReconciledDepreciation_5Y, ReconciledDepreciation_6Y, ReconciledDepreciation_7Y

Regulatory Assets

Carrying amount as of the balance sheet date of capitalized costs of regulated entities that are expected to be recovered through revenue sources over one year or beyond the normal operating cycle
A Few reported, expressed as dollars
Classifications: balance sheet

RegulatoryAssets_1Q, RegulatoryAssets_2Q, RegulatoryAssets_3Q, RegulatoryAssets_4Q, RegulatoryAssets_5Q, RegulatoryAssets_6Q, RegulatoryAssets_7Q, RegulatoryAssets_8Q, RegulatoryAssets_1Y, RegulatoryAssets_2Y, RegulatoryAssets_3Y, RegulatoryAssets_4Y, RegulatoryAssets_5Y, RegulatoryAssets_6Y, RegulatoryAssets_7Y

Regulatory Liabilities

The amount for the individual regulatory noncurrent liability as itemized in a table of regulatory noncurrent liabilities as of the end of the period. Such things as the costs of energy efficiency programs and low-income energy assistances programs and deferred fuel. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

RegulatoryLiabilities_1Q, RegulatoryLiabilities_2Q, RegulatoryLiabilities_3Q, RegulatoryLiabilities_4Q, RegulatoryLiabilities_5Q, RegulatoryLiabilities_6Q, RegulatoryLiabilities_7Q, RegulatoryLiabilities_8Q, RegulatoryLiabilities_1Y, RegulatoryLiabilities_2Y, RegulatoryLiabilities_3Y, RegulatoryLiabilities_4Y, RegulatoryLiabilities_5Y, RegulatoryLiabilities_6Y, RegulatoryLiabilities_7Y

Reinsurance Balances Payable

The carrying amount as of the balance sheet date of the known and estimated amounts owed to insurers under reinsurance treaties or other arrangements. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: balance sheet

ReinsuranceBalancesPayable_1Q, ReinsuranceBalancesPayable_2Q, ReinsuranceBalancesPayable_3Q, ReinsuranceBalancesPayable_4Q, ReinsuranceBalancesPayable_5Q, ReinsuranceBalancesPayable_6Q, ReinsuranceBalancesPayable_7Q, ReinsuranceBalancesPayable_8Q, ReinsuranceBalancesPayable_1Y, ReinsuranceBalancesPayable_2Y, ReinsuranceBalancesPayable_3Y, ReinsuranceBalancesPayable_4Y, ReinsuranceBalancesPayable_5Y, ReinsuranceBalancesPayable_6Y, ReinsuranceBalancesPayable_7Y

Reinsurance Recoverable

The amount of benefits the ceding insurer expects to recover on insurance policies ceded to other insurance entities as of the balance sheet date for all guaranteed benefit types. It includes estimated amounts for claims incurred but not reported, and policy benefits, net of any related valuation allowance
A Few reported, expressed as dollars
Classifications: balance sheet

ReinsuranceRecoverable_1Q, ReinsuranceRecoverable_2Q, ReinsuranceRecoverable_3Q, ReinsuranceRecoverable_4Q, ReinsuranceRecoverable_5Q, ReinsuranceRecoverable_6Q, ReinsuranceRecoverable_7Q, ReinsuranceRecoverable_8Q, ReinsuranceRecoverable_1Y, ReinsuranceRecoverable_2Y, ReinsuranceRecoverable_3Y, ReinsuranceRecoverable_4Y, ReinsuranceRecoverable_5Y, ReinsuranceRecoverable_6Y, ReinsuranceRecoverable_7Y

Rent And Landing Fees

Rent fees are the cost of occupying space during the accounting period. Landing fees are a change paid to an airport company for landing at a particular airport. This item is not available for insurance industry
A Few reported, expressed as dollars
Classifications: income statement

RentAndLandingFees_1Q, RentAndLandingFees_2Q, RentAndLandingFees_3Q, RentAndLandingFees_4Q, RentAndLandingFees_5Q, RentAndLandingFees_6Q, RentAndLandingFees_7Q, RentAndLandingFees_8Q, RentAndLandingFees_T12M, RentAndLandingFees_1Y, RentAndLandingFees_2Y, RentAndLandingFees_3Y, RentAndLandingFees_4Y, RentAndLandingFees_5Y, RentAndLandingFees_6Y, RentAndLandingFees_7Y

Rent Expense

The sum of all rent expenses incurred by the company for operating leases during the year, it is a supplemental value which would be reported outside consolidated statements or consolidated statement’s footnotes.
Some reported, expressed as dollars
Classifications: income statement

RentExpense_1Q, RentExpense_2Q, RentExpense_3Q, RentExpense_4Q, RentExpense_5Q, RentExpense_6Q, RentExpense_7Q, RentExpense_8Q, RentExpense_T12M, RentExpense_1Y, RentExpense_2Y, RentExpense_3Y, RentExpense_4Y, RentExpense_5Y, RentExpense_6Y, RentExpense_7Y

Repayment Of Debt

Payments to Settle Long Term Debt plus Payments to Settle Short Term Debt
Normally reported, expressed as dollars
Classifications: cash flow statement

RepaymentOfDebt_1Q, RepaymentOfDebt_2Q, RepaymentOfDebt_3Q, RepaymentOfDebt_4Q, RepaymentOfDebt_5Q, RepaymentOfDebt_6Q, RepaymentOfDebt_7Q, RepaymentOfDebt_8Q, RepaymentOfDebt_T12M, RepaymentOfDebt_1Y, RepaymentOfDebt_2Y, RepaymentOfDebt_3Y, RepaymentOfDebt_4Y, RepaymentOfDebt_5Y, RepaymentOfDebt_6Y, RepaymentOfDebt_7Y

Repurchase Of Capital Stock

Payments for Common Stock plus Payments for Preferred Stock
Normally reported, expressed as dollars
Classifications: cash flow statement

RepurchaseOfCapitalStock_1Q, RepurchaseOfCapitalStock_2Q, RepurchaseOfCapitalStock_3Q, RepurchaseOfCapitalStock_4Q, RepurchaseOfCapitalStock_5Q, RepurchaseOfCapitalStock_6Q, RepurchaseOfCapitalStock_7Q, RepurchaseOfCapitalStock_8Q, RepurchaseOfCapitalStock_T12M, RepurchaseOfCapitalStock_1Y, RepurchaseOfCapitalStock_2Y, RepurchaseOfCapitalStock_3Y, RepurchaseOfCapitalStock_4Y, RepurchaseOfCapitalStock_5Y, RepurchaseOfCapitalStock_6Y, RepurchaseOfCapitalStock_7Y

Research And Development

The aggregate amount of research and development expenses
Some reported, expressed as dollars
Classifications: income statement, timeframe, r&d

ResearchAndDevelopment_1Q, ResearchAndDevelopment_2Q, ResearchAndDevelopment_3Q, ResearchAndDevelopment_4Q, ResearchAndDevelopment_5Q, ResearchAndDevelopment_6Q, ResearchAndDevelopment_7Q, ResearchAndDevelopment_8Q, ResearchAndDevelopment_T12M, ResearchAndDevelopment_1Y, ResearchAndDevelopment_2Y, ResearchAndDevelopment_3Y, ResearchAndDevelopment_4Y, ResearchAndDevelopment_5Y, ResearchAndDevelopment_6Y, ResearchAndDevelopment_7Y

Restricted Cash And Cash Equivalents

The carrying amounts of cash and cash equivalent items which are restricted as to withdrawal or usage. This item is available for bank and insurance industries
A Few reported, expressed as dollars
Classifications: balance sheet

RestrictedCashAndCashEquivalents_1Q, RestrictedCashAndCashEquivalents_2Q, RestrictedCashAndCashEquivalents_3Q, RestrictedCashAndCashEquivalents_4Q, RestrictedCashAndCashEquivalents_5Q, RestrictedCashAndCashEquivalents_6Q, RestrictedCashAndCashEquivalents_7Q, RestrictedCashAndCashEquivalents_8Q, RestrictedCashAndCashEquivalents_1Y, RestrictedCashAndCashEquivalents_2Y, RestrictedCashAndCashEquivalents_3Y, RestrictedCashAndCashEquivalents_4Y, RestrictedCashAndCashEquivalents_5Y, RestrictedCashAndCashEquivalents_6Y, RestrictedCashAndCashEquivalents_7Y

Restricted Cash And Investments

The cash and investments whose use in whole or in part is restricted for the long-term, generally by contractual agreements or regulatory requirements. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

RestrictedCashAndInvestments_1Q, RestrictedCashAndInvestments_2Q, RestrictedCashAndInvestments_3Q, RestrictedCashAndInvestments_4Q, RestrictedCashAndInvestments_5Q, RestrictedCashAndInvestments_6Q, RestrictedCashAndInvestments_7Q, RestrictedCashAndInvestments_8Q, RestrictedCashAndInvestments_1Y, RestrictedCashAndInvestments_2Y, RestrictedCashAndInvestments_3Y, RestrictedCashAndInvestments_4Y, RestrictedCashAndInvestments_5Y, RestrictedCashAndInvestments_6Y, RestrictedCashAndInvestments_7Y

Restricted Cash

The carrying amounts of cash and cash equivalent items, which are restricted as to withdrawal or usage. Restrictions may include legally restricted deposits held as compensating balances against short-term borrowing arrangements, contracts entered into with others, or entity statements of intention with regard to particular deposits; however, time deposits and short-term certificates of deposit are not generally included in legally restricted deposits. Excludes compensating balance arrangements that are not agreements, which legally restrict the use of cash amounts shown on the balance sheet. For a classified balance sheet, represents the current portion only (the non-current portion has a separate concept); for an unclassified balance sheet represents the entire amount. This item is usually not available for bank and insurance industries
Some reported, expressed as dollars
Classifications: balance sheet

RestrictedCash_1Q, RestrictedCash_2Q, RestrictedCash_3Q, RestrictedCash_4Q, RestrictedCash_5Q, RestrictedCash_6Q, RestrictedCash_7Q, RestrictedCash_8Q, RestrictedCash_1Y, RestrictedCash_2Y, RestrictedCash_3Y, RestrictedCash_4Y, RestrictedCash_5Y, RestrictedCash_6Y, RestrictedCash_7Y

Restricted Common Stock

Shares of stock for which sale is contractually or governmentally restricted for a given period of time. Stock that is acquired through an employee stock option plan or other private means may not be transferred. Restricted stock must be traded in compliance with special SEC regulations
A Few reported, expressed as dollars
Classifications: balance sheet

RestrictedCommonStock_1Q, RestrictedCommonStock_2Q, RestrictedCommonStock_3Q, RestrictedCommonStock_4Q, RestrictedCommonStock_5Q, RestrictedCommonStock_6Q, RestrictedCommonStock_7Q, RestrictedCommonStock_8Q, RestrictedCommonStock_1Y, RestrictedCommonStock_2Y, RestrictedCommonStock_3Y, RestrictedCommonStock_4Y, RestrictedCommonStock_5Y, RestrictedCommonStock_6Y, RestrictedCommonStock_7Y

Restricted Investments

Investments whose use is restricted in whole or in part, generally by contractual agreements or regulatory requirements. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

RestrictedInvestments_1Q, RestrictedInvestments_2Q, RestrictedInvestments_3Q, RestrictedInvestments_4Q, RestrictedInvestments_5Q, RestrictedInvestments_6Q, RestrictedInvestments_7Q, RestrictedInvestments_8Q, RestrictedInvestments_1Y, RestrictedInvestments_2Y, RestrictedInvestments_3Y, RestrictedInvestments_4Y, RestrictedInvestments_5Y, RestrictedInvestments_6Y, RestrictedInvestments_7Y

Restructuring And Merger & Acquisition

Expenses are related to restructuring, merger, or acquisitions. Restructuring expenses are charges associated with the consolidation and relocation of operations, disposition or abandonment of operations or productive assets. Merger and acquisition expenses are the amount of costs of a business combination including legal, accounting, and other costs that were charged to expense during the period
Some reported, expressed as dollars
Classifications: income statement, expenses M&A

RestructuringAndMergernAcquisition_1Q, RestructuringAndMergernAcquisition_2Q, RestructuringAndMergernAcquisition_3Q, RestructuringAndMergernAcquisition_4Q, RestructuringAndMergernAcquisition_5Q, RestructuringAndMergernAcquisition_6Q, RestructuringAndMergernAcquisition_7Q, RestructuringAndMergernAcquisition_8Q, RestructuringAndMergernAcquisition_T12M, RestructuringAndMergernAcquisition_1Y, RestructuringAndMergernAcquisition_2Y, RestructuringAndMergernAcquisition_3Y, RestructuringAndMergernAcquisition_4Y, RestructuringAndMergernAcquisition_5Y, RestructuringAndMergernAcquisition_6Y, RestructuringAndMergernAcquisition_7Y

Retained Earnings

The cumulative net income of the company from the date of its inception (or reorganization) to the date of the financial statement less the cumulative distributions to shareholders either directly (dividends) or indirectly (treasury stock
Normally reported, expressed as dollars
Classifications: balance sheet

RetainedEarnings_1Q, RetainedEarnings_2Q, RetainedEarnings_3Q, RetainedEarnings_4Q, RetainedEarnings_5Q, RetainedEarnings_6Q, RetainedEarnings_7Q, RetainedEarnings_8Q, RetainedEarnings_1Y, RetainedEarnings_2Y, RetainedEarnings_3Y, RetainedEarnings_4Y, RetainedEarnings_5Y, RetainedEarnings_6Y, RetainedEarnings_7Y

Revenue Growth

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports
Normally reported, expressed as numbers
Classifications: comparisons, sales, revenue

RevenueGrowth_1Q, RevenueGrowth_2Q, RevenueGrowth_3Q, RevenueGrowth_4Q, RevenueGrowth_5Q, RevenueGrowth_6Q, RevenueGrowth_7Q, RevenueGrowth_8Q, RevenueGrowth_T12M, RevenueGrowth_1Y, RevenueGrowth_2Y, RevenueGrowth_3Y, RevenueGrowth_4Y, RevenueGrowth_5Y, RevenueGrowth_6Y, RevenueGrowth_7Y

SIC

Standard Industrial Classification System, SIC, is a system for classifying a business according to economic activity. See separate reference document for a list of Sic Codes/Mappings
Normally reported, expressed as Code
Classifications: categorization

SIC

Salaries And Wages

All salary, wages, compensation, management fees, and employee benefit expenses
Some reported, expressed as dollars
Classifications: income statement

SalariesAndWages_1Q, SalariesAndWages_2Q, SalariesAndWages_3Q, SalariesAndWages_4Q, SalariesAndWages_5Q, SalariesAndWages_6Q, SalariesAndWages_7Q, SalariesAndWages_8Q, SalariesAndWages_T12M, SalariesAndWages_1Y, SalariesAndWages_2Y, SalariesAndWages_3Y, SalariesAndWages_4Y, SalariesAndWages_5Y, SalariesAndWages_6Y, SalariesAndWages_7Y

Sale Of Business

Proceeds received from selling a business including proceeds from a subsidiary, and proceeds from an affiliated company
Some reported, expressed as dollars
Classifications: cash flow statement

SaleOfBusiness_1Q, SaleOfBusiness_2Q, SaleOfBusiness_3Q, SaleOfBusiness_4Q, SaleOfBusiness_5Q, SaleOfBusiness_6Q, SaleOfBusiness_7Q, SaleOfBusiness_8Q, SaleOfBusiness_T12M, SaleOfBusiness_1Y, SaleOfBusiness_2Y, SaleOfBusiness_3Y, SaleOfBusiness_4Y, SaleOfBusiness_5Y, SaleOfBusiness_6Y, SaleOfBusiness_7Y

Sale Of Intangibles

The amount of capital inflow from the sale of all kinds of intangible assets
A Few reported, expressed as dollars
Classifications: cash flow statement

SaleOfIntangibles_1Q, SaleOfIntangibles_2Q, SaleOfIntangibles_3Q, SaleOfIntangibles_4Q, SaleOfIntangibles_5Q, SaleOfIntangibles_6Q, SaleOfIntangibles_7Q, SaleOfIntangibles_8Q, SaleOfIntangibles_T12M, SaleOfIntangibles_1Y, SaleOfIntangibles_2Y, SaleOfIntangibles_3Y, SaleOfIntangibles_4Y, SaleOfIntangibles_5Y, SaleOfIntangibles_6Y, SaleOfIntangibles_7Y

Sale Of Investment Properties

Cash inflow from sale of investment properties during the accounting period.
A Few reported, expressed as dollars
Classifications: cash flow statement

SaleOfInvestmentProperties_1Q, SaleOfInvestmentProperties_2Q, SaleOfInvestmentProperties_3Q, SaleOfInvestmentProperties_4Q, SaleOfInvestmentProperties_5Q, SaleOfInvestmentProperties_6Q, SaleOfInvestmentProperties_7Q, SaleOfInvestmentProperties_8Q, SaleOfInvestmentProperties_T12M, SaleOfInvestmentProperties_1Y, SaleOfInvestmentProperties_2Y, SaleOfInvestmentProperties_3Y, SaleOfInvestmentProperties_4Y, SaleOfInvestmentProperties_5Y, SaleOfInvestmentProperties_6Y, SaleOfInvestmentProperties_7Y

Sale Of Investment Property Gain

Gain on the disposal of investment property.
A Few reported, expressed as dollars
Classifications: income statement

SaleOfInvestmentPropertyGain_1Q, SaleOfInvestmentPropertyGain_2Q, SaleOfInvestmentPropertyGain_3Q, SaleOfInvestmentPropertyGain_4Q, SaleOfInvestmentPropertyGain_5Q, SaleOfInvestmentPropertyGain_6Q, SaleOfInvestmentPropertyGain_7Q, SaleOfInvestmentPropertyGain_8Q, SaleOfInvestmentPropertyGain_T12M, SaleOfInvestmentPropertyGain_1Y, SaleOfInvestmentPropertyGain_2Y, SaleOfInvestmentPropertyGain_3Y, SaleOfInvestmentPropertyGain_4Y, SaleOfInvestmentPropertyGain_5Y, SaleOfInvestmentPropertyGain_6Y, SaleOfInvestmentPropertyGain_7Y

Sale Of Investment

Proceeds received from selling all kind of investments, including both long term and short term
Majority reported, expressed as dollars
Classifications: cash flow statement

SaleOfInvestment_1Q, SaleOfInvestment_2Q, SaleOfInvestment_3Q, SaleOfInvestment_4Q, SaleOfInvestment_5Q, SaleOfInvestment_6Q, SaleOfInvestment_7Q, SaleOfInvestment_8Q, SaleOfInvestment_T12M, SaleOfInvestment_1Y, SaleOfInvestment_2Y, SaleOfInvestment_3Y, SaleOfInvestment_4Y, SaleOfInvestment_5Y, SaleOfInvestment_6Y, SaleOfInvestment_7Y

Sale Of Joint Venture Associate

Cash inflow from the disposal of joint venture/associates (investment below 50%).
A Few reported, expressed as dollars
Classifications: cash flow statement

SaleOfJointVentureAssociate_1Q, SaleOfJointVentureAssociate_2Q, SaleOfJointVentureAssociate_3Q, SaleOfJointVentureAssociate_4Q, SaleOfJointVentureAssociate_5Q, SaleOfJointVentureAssociate_6Q, SaleOfJointVentureAssociate_7Q, SaleOfJointVentureAssociate_8Q, SaleOfJointVentureAssociate_T12M, SaleOfJointVentureAssociate_1Y, SaleOfJointVentureAssociate_2Y, SaleOfJointVentureAssociate_3Y, SaleOfJointVentureAssociate_4Y, SaleOfJointVentureAssociate_5Y, SaleOfJointVentureAssociate_6Y, SaleOfJointVentureAssociate_7Y

Sale Of Loans Gain

Gain on sale of any loans investment.
A Few reported, expressed as dollars
Classifications: income statement

SaleOfLoansGain_1Q, SaleOfLoansGain_2Q, SaleOfLoansGain_3Q, SaleOfLoansGain_4Q, SaleOfLoansGain_5Q, SaleOfLoansGain_6Q, SaleOfLoansGain_7Q, SaleOfLoansGain_8Q, SaleOfLoansGain_T12M, SaleOfLoansGain_1Y, SaleOfLoansGain_2Y, SaleOfLoansGain_3Y, SaleOfLoansGain_4Y, SaleOfLoansGain_5Y, SaleOfLoansGain_6Y, SaleOfLoansGain_7Y

Sale Of PPE

Proceeds from selling any fixed assets such as property, plant and equipment, which also includes retirement of equipment
Majority reported, expressed as dollars
Classifications: cash flow statement

SaleOfPPE_1Q, SaleOfPPE_2Q, SaleOfPPE_3Q, SaleOfPPE_4Q, SaleOfPPE_5Q, SaleOfPPE_6Q, SaleOfPPE_7Q, SaleOfPPE_8Q, SaleOfPPE_T12M, SaleOfPPE_1Y, SaleOfPPE_2Y, SaleOfPPE_3Y, SaleOfPPE_4Y, SaleOfPPE_5Y, SaleOfPPE_6Y, SaleOfPPE_7Y

Sale Of Subsidiaries

Cash inflow from the disposal of any subsidiaries.
A Few reported, expressed as dollars
Classifications: cash flow statement

SaleOfSubsidiaries_1Q, SaleOfSubsidiaries_2Q, SaleOfSubsidiaries_3Q, SaleOfSubsidiaries_4Q, SaleOfSubsidiaries_5Q, SaleOfSubsidiaries_6Q, SaleOfSubsidiaries_7Q, SaleOfSubsidiaries_8Q, SaleOfSubsidiaries_T12M, SaleOfSubsidiaries_1Y, SaleOfSubsidiaries_2Y, SaleOfSubsidiaries_3Y, SaleOfSubsidiaries_4Y, SaleOfSubsidiaries_5Y, SaleOfSubsidiaries_6Y, SaleOfSubsidiaries_7Y

Sale Of Assets Gain Loss

Any gain (loss) recognized on the sale of assets or a sale which generates profit or loss, which is a difference between sales price and net book value at the disposal time.
A Few reported, expressed as dollars
Classifications: income statement

SaleofAssetsGainLoss_1Q, SaleofAssetsGainLoss_2Q, SaleofAssetsGainLoss_3Q, SaleofAssetsGainLoss_4Q, SaleofAssetsGainLoss_5Q, SaleofAssetsGainLoss_6Q, SaleofAssetsGainLoss_7Q, SaleofAssetsGainLoss_8Q, SaleofAssetsGainLoss_T12M, SaleofAssetsGainLoss_1Y, SaleofAssetsGainLoss_2Y, SaleofAssetsGainLoss_3Y, SaleofAssetsGainLoss_4Y, SaleofAssetsGainLoss_5Y, SaleofAssetsGainLoss_6Y, SaleofAssetsGainLoss_7Y

Sales Per Employee

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: Revenue / Employee Number
Normally reported, expressed as dollars
Classifications: income statement

SalesPerEmployee_1Q, SalesPerEmployee_2Q, SalesPerEmployee_3Q, SalesPerEmployee_4Q, SalesPerEmployee_5Q, SalesPerEmployee_6Q, SalesPerEmployee_7Q, SalesPerEmployee_8Q, SalesPerEmployee_1Y, SalesPerEmployee_2Y, SalesPerEmployee_3Y, SalesPerEmployee_4Y, SalesPerEmployee_5Y, SalesPerEmployee_6Y, SalesPerEmployee_7Y

Sales Per Share

Sales / Average Diluted Shares Outstanding
Normally reported, expressed as dollars
Classifications: revenue, revenue per share

SalesPerShare

Sales Yield

SalesPerShare / Price
Normally reported, expressed as numbers
Classifications: revenue,

SalesYield

Sector

Industry groups are consolidated into 11 sectors. See appendix for mappings
Normally reported and often used, expressed as Code
Classifications: classification

Sector

Securities Activities

Income/Loss from Securities and Activities
A Few reported, expressed as dollars
Classifications: income statement

SecuritiesActivities_1Q, SecuritiesActivities_2Q, SecuritiesActivities_3Q, SecuritiesActivities_4Q, SecuritiesActivities_5Q, SecuritiesActivities_6Q, SecuritiesActivities_7Q, SecuritiesActivities_8Q, SecuritiesActivities_T12M, SecuritiesActivities_1Y, SecuritiesActivities_2Y, SecuritiesActivities_3Y, SecuritiesActivities_4Y, SecuritiesActivities_5Y, SecuritiesActivities_6Y, SecuritiesActivities_7Y

Securities Amortization

The gradual elimination of a liability, such as a mortgage, in regular payments over a specified period of time. Such payments must be sufficient to cover both principal and interest
A Few reported, expressed as dollars
Classifications: income statement

SecuritiesAmortization_1Q, SecuritiesAmortization_2Q, SecuritiesAmortization_3Q, SecuritiesAmortization_4Q, SecuritiesAmortization_5Q, SecuritiesAmortization_6Q, SecuritiesAmortization_7Q, SecuritiesAmortization_8Q, SecuritiesAmortization_T12M, SecuritiesAmortization_1Y, SecuritiesAmortization_2Y, SecuritiesAmortization_3Y, SecuritiesAmortization_4Y, SecuritiesAmortization_5Y, SecuritiesAmortization_6Y, SecuritiesAmortization_7Y

Securities And Investments

Asset, often applicable to Banks, which refers to the aggregate amount of all securities and investments
A Few reported, expressed as dollars
Classifications: balance sheet

SecuritiesAndInvestments_1Q, SecuritiesAndInvestments_2Q, SecuritiesAndInvestments_3Q, SecuritiesAndInvestments_4Q, SecuritiesAndInvestments_5Q, SecuritiesAndInvestments_6Q, SecuritiesAndInvestments_7Q, SecuritiesAndInvestments_8Q, SecuritiesAndInvestments_1Y, SecuritiesAndInvestments_2Y, SecuritiesAndInvestments_3Y, SecuritiesAndInvestments_4Y, SecuritiesAndInvestments_5Y, SecuritiesAndInvestments_6Y, SecuritiesAndInvestments_7Y

Securities Lending Collateral

The carrying value as of the balance sheet date of the liabilities collateral securities loaned to other broker-dealers. Borrowers of securities generally are required to provide collateral to the lenders of securities, commonly cash but sometimes other securities or standby letters of credit, with a value slightly higher than that of the securities borrowed
A Few reported, expressed as dollars
Classifications: balance sheet

SecuritiesLendingCollateral_1Q, SecuritiesLendingCollateral_2Q, SecuritiesLendingCollateral_3Q, SecuritiesLendingCollateral_4Q, SecuritiesLendingCollateral_5Q, SecuritiesLendingCollateral_6Q, SecuritiesLendingCollateral_7Q, SecuritiesLendingCollateral_8Q, SecuritiesLendingCollateral_1Y, SecuritiesLendingCollateral_2Y, SecuritiesLendingCollateral_3Y, SecuritiesLendingCollateral_4Y, SecuritiesLendingCollateral_5Y, SecuritiesLendingCollateral_6Y, SecuritiesLendingCollateral_7Y

Security Agree To Be Resell

SecurityAgreeToBeResell_1Q, SecurityAgreeToBeResell_2Q, SecurityAgreeToBeResell_3Q, SecurityAgreeToBeResell_4Q, SecurityAgreeToBeResell_5Q, SecurityAgreeToBeResell_6Q, SecurityAgreeToBeResell_7Q, SecurityAgreeToBeResell_8Q, SecurityAgreeToBeResell_1Y, SecurityAgreeToBeResell_2Y, SecurityAgreeToBeResell_3Y, SecurityAgreeToBeResell_4Y, SecurityAgreeToBeResell_5Y, SecurityAgreeToBeResell_6Y, SecurityAgreeToBeResell_7Y

Security Borrowed

The securities borrowed or on loan, which is the temporary loan of securities by a lender to a borrower in exchange for cash. This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: balance sheet

SecurityBorrowed_1Q, SecurityBorrowed_2Q, SecurityBorrowed_3Q, SecurityBorrowed_4Q, SecurityBorrowed_5Q, SecurityBorrowed_6Q, SecurityBorrowed_7Q, SecurityBorrowed_8Q, SecurityBorrowed_1Y, SecurityBorrowed_2Y, SecurityBorrowed_3Y, SecurityBorrowed_4Y, SecurityBorrowed_5Y, SecurityBorrowed_6Y, SecurityBorrowed_7Y

Security Sold Not Yet Repurchased

Represent obligations of the company to deliver the specified security at the contracted price and, thereby, create a liability to purchase the security in the market at prevailing prices
A Few reported, expressed as dollars
Classifications: balance sheet

SecuritySoldNotYetRepurchased_1Q, SecuritySoldNotYetRepurchased_2Q, SecuritySoldNotYetRepurchased_3Q, SecuritySoldNotYetRepurchased_4Q, SecuritySoldNotYetRepurchased_5Q, SecuritySoldNotYetRepurchased_6Q, SecuritySoldNotYetRepurchased_7Q, SecuritySoldNotYetRepurchased_8Q, SecuritySoldNotYetRepurchased_1Y, SecuritySoldNotYetRepurchased_2Y, SecuritySoldNotYetRepurchased_3Y, SecuritySoldNotYetRepurchased_4Y, SecuritySoldNotYetRepurchased_5Y, SecuritySoldNotYetRepurchased_6Y, SecuritySoldNotYetRepurchased_7Y

Selling And Marketing Expense

The aggregate total amount of expenses directly related to the marketing or selling of products or services
Some reported, expressed as dollars
Classifications: income statement

SellingAndMarketingExpense_1Q, SellingAndMarketingExpense_2Q, SellingAndMarketingExpense_3Q, SellingAndMarketingExpense_4Q, SellingAndMarketingExpense_5Q, SellingAndMarketingExpense_6Q, SellingAndMarketingExpense_7Q, SellingAndMarketingExpense_8Q, SellingAndMarketingExpense_T12M, SellingAndMarketingExpense_1Y, SellingAndMarketingExpense_2Y, SellingAndMarketingExpense_3Y, SellingAndMarketingExpense_4Y, SellingAndMarketingExpense_5Y, SellingAndMarketingExpense_6Y, SellingAndMarketingExpense_7Y

Selling General And Administration

The aggregate total costs related to selling a firm’s product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees
Normally reported, expressed as dollars
Classifications: income statement

SellingGeneralAndAdministration_1Q, SellingGeneralAndAdministration_2Q, SellingGeneralAndAdministration_3Q, SellingGeneralAndAdministration_4Q, SellingGeneralAndAdministration_5Q, SellingGeneralAndAdministration_6Q, SellingGeneralAndAdministration_7Q, SellingGeneralAndAdministration_8Q, SellingGeneralAndAdministration_T12M, SellingGeneralAndAdministration_1Y, SellingGeneralAndAdministration_2Y, SellingGeneralAndAdministration_3Y, SellingGeneralAndAdministration_4Y, SellingGeneralAndAdministration_5Y, SellingGeneralAndAdministration_6Y, SellingGeneralAndAdministration_7Y

Separate Account Assets

The fair value of the assets held by the company for the benefit of separate account policyholders
A Few reported, expressed as dollars
Classifications: balance sheet

SeparateAccountAssets_1Q, SeparateAccountAssets_2Q, SeparateAccountAssets_3Q, SeparateAccountAssets_4Q, SeparateAccountAssets_5Q, SeparateAccountAssets_6Q, SeparateAccountAssets_7Q, SeparateAccountAssets_8Q, SeparateAccountAssets_1Y, SeparateAccountAssets_2Y, SeparateAccountAssets_3Y, SeparateAccountAssets_4Y, SeparateAccountAssets_5Y, SeparateAccountAssets_6Y, SeparateAccountAssets_7Y

Separate Account Business

Refers to revenue that is generated that is not part of typical operations
A Few reported, expressed as dollars
Classifications: balance sheet

SeparateAccountBusiness_1Q, SeparateAccountBusiness_2Q, SeparateAccountBusiness_3Q, SeparateAccountBusiness_4Q, SeparateAccountBusiness_5Q, SeparateAccountBusiness_6Q, SeparateAccountBusiness_7Q, SeparateAccountBusiness_8Q, SeparateAccountBusiness_1Y, SeparateAccountBusiness_2Y, SeparateAccountBusiness_3Y, SeparateAccountBusiness_4Y, SeparateAccountBusiness_5Y, SeparateAccountBusiness_6Y, SeparateAccountBusiness_7Y

Service Charge On Depositor Accounts

Includes any service charges on following accounts: Demand Deposit; Checking account; Savings account; Deposit in foreign offices; ESCROW accounts; Money Market Certificates & Deposit accounts, CDs (Negotiable Certificates of Deposits); NOW Accounts (Negotiable Order of Withdrawal); IRAs (Individual Retirement Accounts). This item is usually only available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

ServiceChargeOnDepositorAccounts_1Q, ServiceChargeOnDepositorAccounts_2Q, ServiceChargeOnDepositorAccounts_3Q, ServiceChargeOnDepositorAccounts_4Q, ServiceChargeOnDepositorAccounts_5Q, ServiceChargeOnDepositorAccounts_6Q, ServiceChargeOnDepositorAccounts_7Q, ServiceChargeOnDepositorAccounts_8Q, ServiceChargeOnDepositorAccounts_T12M, ServiceChargeOnDepositorAccounts_1Y, ServiceChargeOnDepositorAccounts_2Y, ServiceChargeOnDepositorAccounts_3Y, ServiceChargeOnDepositorAccounts_4Y, ServiceChargeOnDepositorAccounts_5Y, ServiceChargeOnDepositorAccounts_6Y, ServiceChargeOnDepositorAccounts_7Y

Share Of Associates

A non-cash adjustment for share of associates income in respect of operating activities.
A Few reported, expressed as dollars
Classifications: cash flow statement

ShareOfAssociates_1Q, ShareOfAssociates_2Q, ShareOfAssociates_3Q, ShareOfAssociates_4Q, ShareOfAssociates_5Q, ShareOfAssociates_6Q, ShareOfAssociates_7Q, ShareOfAssociates_8Q, ShareOfAssociates_T12M, ShareOfAssociates_1Y, ShareOfAssociates_2Y, ShareOfAssociates_3Y, ShareOfAssociates_4Y, ShareOfAssociates_5Y, ShareOfAssociates_6Y, ShareOfAssociates_7Y

Shares Issued

The number of authorized shares that is sold to and held by the shareholders of a company, regardless of whether they are insiders, institutional investors or the general public. Unlike shares that are held as treasury stock, shares that have been retired are not included in this figure. The amount of issued shares can be all or part of the total amount of authorized shares of a corporation.
Normally reported, expressed as numbers
Classifications: balance sheet

SharesIssued_1Q, SharesIssued_2Q, SharesIssued_3Q, SharesIssued_4Q, SharesIssued_5Q, SharesIssued_6Q, SharesIssued_7Q, SharesIssued_8Q, SharesIssued_1Y, SharesIssued_2Y, SharesIssued_3Y, SharesIssued_4Y, SharesIssued_5Y, SharesIssued_6Y, SharesIssued_7Y

Shares Outstanding

The latest total shares outstanding reported by the company; most common source of this information is from the cover of the 10K, 10Q, or 20F filing. This figure is an aggregated shares outstanding number for a company in terms of a particular share class. It can be used to calculate the most accurate market cap, based on each individual share’s trading price and the total aggregated shares outstanding figure
Normally reported and often used, expressed as numbers
Classifications: shares

SharesOutstanding

Short Term Debt Issuance

The cash inflow from a debt initially having maturity due within one year or the normal operating cycle, if longer
Some reported, expressed as dollars
Classifications: cash flow statement

ShortTermDebtIssuance_1Q, ShortTermDebtIssuance_2Q, ShortTermDebtIssuance_3Q, ShortTermDebtIssuance_4Q, ShortTermDebtIssuance_5Q, ShortTermDebtIssuance_6Q, ShortTermDebtIssuance_7Q, ShortTermDebtIssuance_8Q, ShortTermDebtIssuance_T12M, ShortTermDebtIssuance_1Y, ShortTermDebtIssuance_2Y, ShortTermDebtIssuance_3Y, ShortTermDebtIssuance_4Y, ShortTermDebtIssuance_5Y, ShortTermDebtIssuance_6Y, ShortTermDebtIssuance_7Y

Short Term Debt Payments

The cash outflow for a borrowing having initial term of repayment within one year or the normal operating cycle, if longer
Some reported, expressed as dollars
Classifications: cash flow statement

ShortTermDebtPayments_1Q, ShortTermDebtPayments_2Q, ShortTermDebtPayments_3Q, ShortTermDebtPayments_4Q, ShortTermDebtPayments_5Q, ShortTermDebtPayments_6Q, ShortTermDebtPayments_7Q, ShortTermDebtPayments_8Q, ShortTermDebtPayments_T12M, ShortTermDebtPayments_1Y, ShortTermDebtPayments_2Y, ShortTermDebtPayments_3Y, ShortTermDebtPayments_4Y, ShortTermDebtPayments_5Y, ShortTermDebtPayments_6Y, ShortTermDebtPayments_7Y

Short Term Investments Available For Sale

The current assets section of a company’s balance sheet that contains the investments that a company holds with the purpose for trading
A Few reported, expressed as dollars
Classifications: balance sheet

ShortTermInvestmentsAvailableForSale_1Q, ShortTermInvestmentsAvailableForSale_2Q, ShortTermInvestmentsAvailableForSale_3Q, ShortTermInvestmentsAvailableForSale_4Q, ShortTermInvestmentsAvailableForSale_5Q, ShortTermInvestmentsAvailableForSale_6Q, ShortTermInvestmentsAvailableForSale_7Q, ShortTermInvestmentsAvailableForSale_8Q, ShortTermInvestmentsAvailableForSale_1Y, ShortTermInvestmentsAvailableForSale_2Y, ShortTermInvestmentsAvailableForSale_3Y, ShortTermInvestmentsAvailableForSale_4Y, ShortTermInvestmentsAvailableForSale_5Y, ShortTermInvestmentsAvailableForSale_6Y, ShortTermInvestmentsAvailableForSale_7Y

Short Term Investments Held To Maturity

The current assets section of a company’s balance sheet that contains the investments that a company has made that will expire at a fixed date within one year
A Few reported, expressed as dollars
Classifications: balance sheet

ShortTermInvestmentsHeldToMaturity_1Q, ShortTermInvestmentsHeldToMaturity_2Q, ShortTermInvestmentsHeldToMaturity_3Q, ShortTermInvestmentsHeldToMaturity_4Q, ShortTermInvestmentsHeldToMaturity_5Q, ShortTermInvestmentsHeldToMaturity_6Q, ShortTermInvestmentsHeldToMaturity_7Q, ShortTermInvestmentsHeldToMaturity_8Q, ShortTermInvestmentsHeldToMaturity_1Y, ShortTermInvestmentsHeldToMaturity_2Y, ShortTermInvestmentsHeldToMaturity_3Y, ShortTermInvestmentsHeldToMaturity_4Y, ShortTermInvestmentsHeldToMaturity_5Y, ShortTermInvestmentsHeldToMaturity_6Y, ShortTermInvestmentsHeldToMaturity_7Y

Short Term Investments Trading

The current assets section of a company’s balance sheet that contains the investments that a company can trade at any moment
A Few reported, expressed as dollars
Classifications: balance sheet

ShortTermInvestmentsTrading_1Q, ShortTermInvestmentsTrading_2Q, ShortTermInvestmentsTrading_3Q, ShortTermInvestmentsTrading_4Q, ShortTermInvestmentsTrading_5Q, ShortTermInvestmentsTrading_6Q, ShortTermInvestmentsTrading_7Q, ShortTermInvestmentsTrading_8Q, ShortTermInvestmentsTrading_1Y, ShortTermInvestmentsTrading_2Y, ShortTermInvestmentsTrading_3Y, ShortTermInvestmentsTrading_4Y, ShortTermInvestmentsTrading_5Y, ShortTermInvestmentsTrading_6Y, ShortTermInvestmentsTrading_7Y

Special Income Charges

Earnings or losses attributable to occurrences or actions by the firm that is either infrequent or unusual
Normally reported, expressed as dollars
Classifications: income statement

SpecialIncomeCharges_1Q, SpecialIncomeCharges_2Q, SpecialIncomeCharges_3Q, SpecialIncomeCharges_4Q, SpecialIncomeCharges_5Q, SpecialIncomeCharges_6Q, SpecialIncomeCharges_7Q, SpecialIncomeCharges_8Q, SpecialIncomeCharges_T12M, SpecialIncomeCharges_1Y, SpecialIncomeCharges_2Y, SpecialIncomeCharges_3Y, SpecialIncomeCharges_4Y, SpecialIncomeCharges_5Y, SpecialIncomeCharges_6Y, SpecialIncomeCharges_7Y

Staff Costs

Total staff cost which is paid to the employees that is not part of Selling, General, and Administration expense.
A Few reported, expressed as dollars
Classifications: income statement

StaffCosts_1Q, StaffCosts_2Q, StaffCosts_3Q, StaffCosts_4Q, StaffCosts_5Q, StaffCosts_6Q, StaffCosts_7Q, StaffCosts_8Q, StaffCosts_T12M, StaffCosts_1Y, StaffCosts_2Y, StaffCosts_3Y, StaffCosts_4Y, StaffCosts_5Y, StaffCosts_6Y, StaffCosts_7Y

Stock Based Compensation

Value of stock issued during the period as a result of any share-based compensation plan other than an employee stock ownership plan (ESOP
Normally reported, expressed as dollars
Classifications: cash flow statement

StockBasedCompensation_1Q, StockBasedCompensation_2Q, StockBasedCompensation_3Q, StockBasedCompensation_4Q, StockBasedCompensation_5Q, StockBasedCompensation_6Q, StockBasedCompensation_7Q, StockBasedCompensation_8Q, StockBasedCompensation_T12M, StockBasedCompensation_1Y, StockBasedCompensation_2Y, StockBasedCompensation_3Y, StockBasedCompensation_4Y, StockBasedCompensation_5Y, StockBasedCompensation_6Y, StockBasedCompensation_7Y

Stockholders Equity

The residual interest in the assets of the enterprise that remains after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners
Normally reported, expressed as dollars
Classifications: balance sheet

StockholdersEquity_1Q, StockholdersEquity_2Q, StockholdersEquity_3Q, StockholdersEquity_4Q, StockholdersEquity_5Q, StockholdersEquity_6Q, StockholdersEquity_7Q, StockholdersEquity_8Q, StockholdersEquity_1Y, StockholdersEquity_2Y, StockholdersEquity_3Y, StockholdersEquity_4Y, StockholdersEquity_5Y, StockholdersEquity_6Y, StockholdersEquity_7Y

Subordinated Liabilities

The total carrying value of securities loaned to other broker dealers, typically used by such parties to cover short sales, secured by cash or other securities furnished by such parties until the borrowing is closed; in a Non-Differentiated Balance Sheet.
A Few reported, expressed as dollars
Classifications: balance sheet

SubordinatedLiabilities_1Q, SubordinatedLiabilities_2Q, SubordinatedLiabilities_3Q, SubordinatedLiabilities_4Q, SubordinatedLiabilities_5Q, SubordinatedLiabilities_6Q, SubordinatedLiabilities_7Q, SubordinatedLiabilities_8Q, SubordinatedLiabilities_1Y, SubordinatedLiabilities_2Y, SubordinatedLiabilities_3Y, SubordinatedLiabilities_4Y, SubordinatedLiabilities_5Y, SubordinatedLiabilities_6Y, SubordinatedLiabilities_7Y

Sustainable Growth Rate

ROE * (1 – Payout Ratio)
Normally reported, expressed as numbers
Classifications: growth rates, computed,

SustainableGrowthRate

Tangible BV Per Share 3 Yr Avg

The three year average for tangible book value per share
Normally reported, expressed as dollars
Classifications: book

TangibleBVPerShare3YrAvg

Tangible BV Per Share 5 Yr Avg

The five year average for tangible book value per share
Majority reported, expressed as dollars
Classifications: book

TangibleBVPerShare5YrAvg

Tangible Book Value Per Share

The company’s total book value less the value of any intangible assets dividend by number of shares
Normally reported, expressed as dollars
Classifications: book

TangibleBookValuePerShare

Tangible Book Value

The company’s total book value less the value of any intangible assets. Methodology: Common Stock Equity minus Goodwill and Other Intangible Assets
Normally reported, expressed as dollars
Classifications: balance sheet

TangibleBookValue_1Q, TangibleBookValue_2Q, TangibleBookValue_3Q, TangibleBookValue_4Q, TangibleBookValue_5Q, TangibleBookValue_6Q, TangibleBookValue_7Q, TangibleBookValue_8Q, TangibleBookValue_1Y, TangibleBookValue_2Y, TangibleBookValue_3Y, TangibleBookValue_4Y, TangibleBookValue_5Y, TangibleBookValue_6Y, TangibleBookValue_7Y

Tax Effect Of Unusual Items

Tax effect of the usual items
Normally reported, expressed as dollars
Classifications: income statement

TaxEffectOfUnusualItems_1Q, TaxEffectOfUnusualItems_2Q, TaxEffectOfUnusualItems_3Q, TaxEffectOfUnusualItems_4Q, TaxEffectOfUnusualItems_5Q, TaxEffectOfUnusualItems_6Q, TaxEffectOfUnusualItems_7Q, TaxEffectOfUnusualItems_8Q, TaxEffectOfUnusualItems_T12M, TaxEffectOfUnusualItems_1Y, TaxEffectOfUnusualItems_2Y, TaxEffectOfUnusualItems_3Y, TaxEffectOfUnusualItems_4Y, TaxEffectOfUnusualItems_5Y, TaxEffectOfUnusualItems_6Y, TaxEffectOfUnusualItems_7Y

EPS Basic From Tax Loss Carryforward

The earnings attributable to the tax loss carry forward (during the reporting period
Some reported, expressed as dollars
Classifications: earnings per share

TaxLossCarryforwardBasicEPS_1Q, TaxLossCarryforwardBasicEPS_2Q, TaxLossCarryforwardBasicEPS_3Q, TaxLossCarryforwardBasicEPS_4Q, TaxLossCarryforwardBasicEPS_5Q, TaxLossCarryforwardBasicEPS_6Q, TaxLossCarryforwardBasicEPS_7Q, TaxLossCarryforwardBasicEPS_8Q, TaxLossCarryforwardBasicEPS_T12M, TaxLossCarryforwardBasicEPS_1Y, TaxLossCarryforwardBasicEPS_2Y, TaxLossCarryforwardBasicEPS_3Y, TaxLossCarryforwardBasicEPS_4Y, TaxLossCarryforwardBasicEPS_5Y, TaxLossCarryforwardBasicEPS_6Y, TaxLossCarryforwardBasicEPS_7Y

EPS Diluted From Tax Loss Carryforward

The earnings from any tax loss carry forward (in the reporting period
Some reported, expressed as dollars
Classifications: earnings per share

TaxLossCarryforwardDilutedEPS_1Q, TaxLossCarryforwardDilutedEPS_2Q, TaxLossCarryforwardDilutedEPS_3Q, TaxLossCarryforwardDilutedEPS_4Q, TaxLossCarryforwardDilutedEPS_5Q, TaxLossCarryforwardDilutedEPS_6Q, TaxLossCarryforwardDilutedEPS_7Q, TaxLossCarryforwardDilutedEPS_8Q, TaxLossCarryforwardDilutedEPS_T12M, TaxLossCarryforwardDilutedEPS_1Y, TaxLossCarryforwardDilutedEPS_2Y, TaxLossCarryforwardDilutedEPS_3Y, TaxLossCarryforwardDilutedEPS_4Y, TaxLossCarryforwardDilutedEPS_5Y, TaxLossCarryforwardDilutedEPS_6Y, TaxLossCarryforwardDilutedEPS_7Y

Tax Provision

Include any taxes on income, net of any investment tax credits for the current accounting period
Normally reported, expressed as dollars
Classifications: income statement

TaxProvision_1Q, TaxProvision_2Q, TaxProvision_3Q, TaxProvision_4Q, TaxProvision_5Q, TaxProvision_6Q, TaxProvision_7Q, TaxProvision_8Q, TaxProvision_T12M, TaxProvision_1Y, TaxProvision_2Y, TaxProvision_3Y, TaxProvision_4Y, TaxProvision_5Y, TaxProvision_6Y, TaxProvision_7Y

Tax Rate Est

Tax rate used for Morningstar calculations.
Normally reported, expressed as numbers
Classifications: income statement

TaxRateEst_1Q, TaxRateEst_2Q, TaxRateEst_3Q, TaxRateEst_4Q, TaxRateEst_5Q, TaxRateEst_6Q, TaxRateEst_7Q, TaxRateEst_8Q, TaxRateEst_T12M, TaxRateEst_1Y, TaxRateEst_2Y, TaxRateEst_3Y, TaxRateEst_4Y, TaxRateEst_5Y, TaxRateEst_6Y, TaxRateEst_7Y

Tax Rate

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports: Tax Provision / Pretax Income. [Note: Valid only when positive pretax income, and positive tax expense (not tax benefit
Normally reported, expressed as numbers
Classifications: taxes

TaxRate_1Q, TaxRate_2Q, TaxRate_3Q, TaxRate_4Q, TaxRate_5Q, TaxRate_6Q, TaxRate_7Q, TaxRate_8Q, TaxRate_1Y, TaxRate_2Y, TaxRate_3Y, TaxRate_4Y, TaxRate_5Y, TaxRate_6Y, TaxRate_7Y

Taxes Assets Current

Carrying amount due within one year of the balance sheet date (or one operating cycle, if longer) from tax authorities as of the balance sheet date representing refunds of overpayments or recoveries based on agreed-upon resolutions of disputes, and current deferred tax assets.
A Few reported, expressed as dollars
Classifications: balance sheet

TaxesAssetsCurrent_1Q, TaxesAssetsCurrent_2Q, TaxesAssetsCurrent_3Q, TaxesAssetsCurrent_4Q, TaxesAssetsCurrent_5Q, TaxesAssetsCurrent_6Q, TaxesAssetsCurrent_7Q, TaxesAssetsCurrent_8Q, TaxesAssetsCurrent_1Y, TaxesAssetsCurrent_2Y, TaxesAssetsCurrent_3Y, TaxesAssetsCurrent_4Y, TaxesAssetsCurrent_5Y, TaxesAssetsCurrent_6Y, TaxesAssetsCurrent_7Y

Total Assets

The aggregate amount of probable future economic benefits obtained or controlled by a particular enterprise as a result of past transactions or events
Normally reported and often used, expressed as dollars
Classifications: balance sheet

TotalAssets_1Q, TotalAssets_2Q, TotalAssets_3Q, TotalAssets_4Q, TotalAssets_5Q, TotalAssets_6Q, TotalAssets_7Q, TotalAssets_8Q, TotalAssets_1Y, TotalAssets_2Y, TotalAssets_3Y, TotalAssets_4Y, TotalAssets_5Y, TotalAssets_6Y, TotalAssets_7Y

Total Capitalization

Stockholder’s Equity plus Long Term Debt
Normally reported and often used, expressed as dollars
Classifications: balance sheet

TotalCapitalization_1Q, TotalCapitalization_2Q, TotalCapitalization_3Q, TotalCapitalization_4Q, TotalCapitalization_5Q, TotalCapitalization_6Q, TotalCapitalization_7Q, TotalCapitalization_8Q, TotalCapitalization_1Y, TotalCapitalization_2Y, TotalCapitalization_3Y, TotalCapitalization_4Y, TotalCapitalization_5Y, TotalCapitalization_6Y, TotalCapitalization_7Y

Total Debt to Equity Ratio

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports: (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. [Note: Common Equity = Total Shareholder’s Equity – Preferred Stock
Normally reported, expressed as numbers
Classifications: balance sheet

TotalDebtEquityRatio_1Q, TotalDebtEquityRatio_2Q, TotalDebtEquityRatio_3Q, TotalDebtEquityRatio_4Q, TotalDebtEquityRatio_5Q, TotalDebtEquityRatio_6Q, TotalDebtEquityRatio_7Q, TotalDebtEquityRatio_8Q, TotalDebtEquityRatio_1Y, TotalDebtEquityRatio_2Y, TotalDebtEquityRatio_3Y, TotalDebtEquityRatio_4Y, TotalDebtEquityRatio_5Y, TotalDebtEquityRatio_6Y, TotalDebtEquityRatio_7Y

Total Debt

All borrowings incurred by the company including debt and capital lease obligations
Normally reported and often used, expressed as dollars
Classifications: balance sheet

TotalDebt_1Q, TotalDebt_2Q, TotalDebt_3Q, TotalDebt_4Q, TotalDebt_5Q, TotalDebt_6Q, TotalDebt_7Q, TotalDebt_8Q, TotalDebt_1Y, TotalDebt_2Y, TotalDebt_3Y, TotalDebt_4Y, TotalDebt_5Y, TotalDebt_6Y, TotalDebt_7Y

Total Deferred Credits And Other Non Current Liabilities

Revenue received by a firm but not yet reported as income. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

TotalDeferredCreditsAndOtherNonCurrentLiabilities_1Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_2Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_3Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_4Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_5Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_6Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_7Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_8Q, TotalDeferredCreditsAndOtherNonCurrentLiabilities_1Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_2Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_3Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_4Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_5Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_6Y, TotalDeferredCreditsAndOtherNonCurrentLiabilities_7Y

Total Deposits

A liability account which represents the total amount of funds deposited
A Few reported, expressed as dollars
Classifications: balance sheet

TotalDeposits_1Q, TotalDeposits_2Q, TotalDeposits_3Q, TotalDeposits_4Q, TotalDeposits_5Q, TotalDeposits_6Q, TotalDeposits_7Q, TotalDeposits_8Q, TotalDeposits_1Y, TotalDeposits_2Y, TotalDeposits_3Y, TotalDeposits_4Y, TotalDeposits_5Y, TotalDeposits_6Y, TotalDeposits_7Y

Total Employee Number

The number of employees as indicated on the latest Annual Report, 10-K filing, Form 20-F or equivalent report indicating the employee count at the end of latest fiscal year
Normally reported, expressed as numbers
Classifications: company data

TotalEmployeeNumber

Total Equity Gross Minority Interest

Residual interest, gross of minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners
Normally reported, expressed as dollars
Classifications: balance sheet

TotalEquityGrossMinorityInterest_1Q, TotalEquityGrossMinorityInterest_2Q, TotalEquityGrossMinorityInterest_3Q, TotalEquityGrossMinorityInterest_4Q, TotalEquityGrossMinorityInterest_5Q, TotalEquityGrossMinorityInterest_6Q, TotalEquityGrossMinorityInterest_7Q, TotalEquityGrossMinorityInterest_8Q, TotalEquityGrossMinorityInterest_1Y, TotalEquityGrossMinorityInterest_2Y, TotalEquityGrossMinorityInterest_3Y, TotalEquityGrossMinorityInterest_4Y, TotalEquityGrossMinorityInterest_5Y, TotalEquityGrossMinorityInterest_6Y, TotalEquityGrossMinorityInterest_7Y

Total Equity

Total Equity equals Stockholder’s Equity+ minority interest
Normally reported, expressed as dollars
Classifications: balance sheet

TotalEquity_1Q, TotalEquity_2Q, TotalEquity_3Q, TotalEquity_4Q, TotalEquity_5Q, TotalEquity_6Q, TotalEquity_7Q, TotalEquity_8Q, TotalEquity_1Y, TotalEquity_2Y, TotalEquity_3Y, TotalEquity_4Y, TotalEquity_5Y, TotalEquity_6Y, TotalEquity_7Y

Total Expenses

The sum of operating expense and cost of revenue. If the company does not give the reported number, it will be calculated by adding operating expense and cost of revenue
Normally reported, expressed as dollars
Classifications: income statement, timeframe, assets

TotalExpenses_1Q, TotalExpenses_2Q, TotalExpenses_3Q, TotalExpenses_4Q, TotalExpenses_5Q, TotalExpenses_6Q, TotalExpenses_7Q, TotalExpenses_8Q, TotalExpenses_T12M, TotalExpenses_1Y, TotalExpenses_2Y, TotalExpenses_3Y, TotalExpenses_4Y, TotalExpenses_5Y, TotalExpenses_6Y, TotalExpenses_7Y

Total Investments

Asset that refers to the sum of all available for sale securities and other investments often reported on the balance sheet of insurance firms
A Few reported, expressed as dollars
Classifications: balance sheet

TotalInvestments_1Q, TotalInvestments_2Q, TotalInvestments_3Q, TotalInvestments_4Q, TotalInvestments_5Q, TotalInvestments_6Q, TotalInvestments_7Q, TotalInvestments_8Q, TotalInvestments_1Y, TotalInvestments_2Y, TotalInvestments_3Y, TotalInvestments_4Y, TotalInvestments_5Y, TotalInvestments_6Y, TotalInvestments_7Y

Total Liabilities

Probable future sacrifices of economic benefits arising from present obligations of an enterprise to transfer assets or provide services to others in the future as a result of past transactions or events,excluding minority interest
Normally reported and often used, expressed as dollars
Classifications: balance sheet, snapshot,

TotalLiabilities_1Q, TotalLiabilities_2Q, TotalLiabilities_3Q, TotalLiabilities_4Q, TotalLiabilities_5Q, TotalLiabilities_6Q, TotalLiabilities_7Q, TotalLiabilities_8Q, TotalLiabilities_1Y, TotalLiabilities_2Y, TotalLiabilities_3Y, TotalLiabilities_4Y, TotalLiabilities_5Y, TotalLiabilities_6Y, TotalLiabilities_7Y

Total Money Market Investments

The sum of the money market investments held by a bank’s depositors, which are FDIC insured
A Few reported, expressed as dollars
Classifications: income statement

TotalMoneyMarketInvestments_1Q, TotalMoneyMarketInvestments_2Q, TotalMoneyMarketInvestments_3Q, TotalMoneyMarketInvestments_4Q, TotalMoneyMarketInvestments_5Q, TotalMoneyMarketInvestments_6Q, TotalMoneyMarketInvestments_7Q, TotalMoneyMarketInvestments_8Q, TotalMoneyMarketInvestments_T12M, TotalMoneyMarketInvestments_1Y, TotalMoneyMarketInvestments_2Y, TotalMoneyMarketInvestments_3Y, TotalMoneyMarketInvestments_4Y, TotalMoneyMarketInvestments_5Y, TotalMoneyMarketInvestments_6Y, TotalMoneyMarketInvestments_7Y

Total Non Current Assets

Sum of the carrying amounts as of the balance sheet date of all assets that are expected to be realized in cash, sold or consumed after one year or beyond the normal operating cycle, if longer
Normally reported, expressed as dollars
Classifications: balance sheet

TotalNonCurrentAssets_1Q, TotalNonCurrentAssets_2Q, TotalNonCurrentAssets_3Q, TotalNonCurrentAssets_4Q, TotalNonCurrentAssets_5Q, TotalNonCurrentAssets_6Q, TotalNonCurrentAssets_7Q, TotalNonCurrentAssets_8Q, TotalNonCurrentAssets_1Y, TotalNonCurrentAssets_2Y, TotalNonCurrentAssets_3Y, TotalNonCurrentAssets_4Y, TotalNonCurrentAssets_5Y, TotalNonCurrentAssets_6Y, TotalNonCurrentAssets_7Y

Total Non Current Liabilities

Total obligations, net minority interest, incurred as part of normal operations that is expected to be repaid beyond the following twelve months or one business cycle
A Few reported, expressed as dollars
Classifications: balance sheet

TotalNonCurrentLiabilities_1Q, TotalNonCurrentLiabilities_2Q, TotalNonCurrentLiabilities_3Q, TotalNonCurrentLiabilities_4Q, TotalNonCurrentLiabilities_5Q, TotalNonCurrentLiabilities_6Q, TotalNonCurrentLiabilities_7Q, TotalNonCurrentLiabilities_8Q, TotalNonCurrentLiabilities_1Y, TotalNonCurrentLiabilities_2Y, TotalNonCurrentLiabilities_3Y, TotalNonCurrentLiabilities_4Y, TotalNonCurrentLiabilities_5Y, TotalNonCurrentLiabilities_6Y, TotalNonCurrentLiabilities_7Y

Total Partnership Capital

Ownership interest of different classes of partners in the publicly listed limited partnership or master limited partnership. Partners include general, limited and preferred partners
A Few reported, expressed as dollars
Classifications: balance sheet

TotalPartnershipCapital_1Q, TotalPartnershipCapital_2Q, TotalPartnershipCapital_3Q, TotalPartnershipCapital_4Q, TotalPartnershipCapital_5Q, TotalPartnershipCapital_6Q, TotalPartnershipCapital_7Q, TotalPartnershipCapital_8Q, TotalPartnershipCapital_1Y, TotalPartnershipCapital_2Y, TotalPartnershipCapital_3Y, TotalPartnershipCapital_4Y, TotalPartnershipCapital_5Y, TotalPartnershipCapital_6Y, TotalPartnershipCapital_7Y

Total Premiums Earned

Premiums earned is the portion of an insurance written premium which is considered “earned”? by the insurer, based on the part of the policy period that the insurance has been in effect, and during which the insurer has been exposed to loss
A Few reported, expressed as dollars
Classifications: income statement

TotalPremiumsEarned_1Q, TotalPremiumsEarned_2Q, TotalPremiumsEarned_3Q, TotalPremiumsEarned_4Q, TotalPremiumsEarned_5Q, TotalPremiumsEarned_6Q, TotalPremiumsEarned_7Q, TotalPremiumsEarned_8Q, TotalPremiumsEarned_T12M, TotalPremiumsEarned_1Y, TotalPremiumsEarned_2Y, TotalPremiumsEarned_3Y, TotalPremiumsEarned_4Y, TotalPremiumsEarned_5Y, TotalPremiumsEarned_6Y, TotalPremiumsEarned_7Y

Total Revenue

All revenues, sales and income that the company deems as a total sum of all of their income as reported in the company’s income statement. Bank: Total Revenue = Net Interest Income + Non-Interest Income
Normally reported and often used, expressed as dollars
Keywords: sales
Classifications: comparisons, sales, revenue

TotalRevenue_1Q, TotalRevenue_2Q, TotalRevenue_3Q, TotalRevenue_4Q, TotalRevenue_5Q, TotalRevenue_6Q, TotalRevenue_7Q, TotalRevenue_8Q, TotalRevenue_T12M, TotalRevenue_1Y, TotalRevenue_2Y, TotalRevenue_3Y, TotalRevenue_4Y, TotalRevenue_5Y, TotalRevenue_6Y, TotalRevenue_7Y

Total Risk Based Capital

The sum of Tier 1 and Tier 2 Capital. Tier 1 capital consists of common shareholders equity, perpetual preferred shareholders equity with non-cumulative dividends, retained earnings, and minority interests in the equity accounts of consolidated subsidiaries. Tier 2 capital consists of subordinated debt, intermediate-term preferred stock, cumulative and long-term preferred stock, and a portion of a banks allowance for loan and lease losses
Normally reported, expressed as dollars
Classifications: balance sheet

TotalRiskBasedCapital_1Q, TotalRiskBasedCapital_2Q, TotalRiskBasedCapital_3Q, TotalRiskBasedCapital_4Q, TotalRiskBasedCapital_5Q, TotalRiskBasedCapital_6Q, TotalRiskBasedCapital_7Q, TotalRiskBasedCapital_8Q, TotalRiskBasedCapital_1Y, TotalRiskBasedCapital_2Y, TotalRiskBasedCapital_3Y, TotalRiskBasedCapital_4Y, TotalRiskBasedCapital_5Y, TotalRiskBasedCapital_6Y, TotalRiskBasedCapital_7Y

Total Tax Payable

A liability that reflects the taxes owed to federal, state, and local tax authorities. It is the carrying value as of the balance sheet date of obligations incurred and payable for statutory income, sales, use, payroll, excise, real, property and other taxes
Majority reported, expressed as dollars
Classifications: balance sheet

TotalTaxPayable_1Q, TotalTaxPayable_2Q, TotalTaxPayable_3Q, TotalTaxPayable_4Q, TotalTaxPayable_5Q, TotalTaxPayable_6Q, TotalTaxPayable_7Q, TotalTaxPayable_8Q, TotalTaxPayable_1Y, TotalTaxPayable_2Y, TotalTaxPayable_3Y, TotalTaxPayable_4Y, TotalTaxPayable_5Y, TotalTaxPayable_6Y, TotalTaxPayable_7Y

Total Yield

The total yield that shareholders can expect, by summing Dividend Yield and Buyback Yield.
Normally reported, expressed as numbers
Classifications: ratios, computed

TotalYield

Trade And Other Payables Non Current

Sum of all non-current payables and accrued expenses.
Some reported, expressed as dollars
Classifications: balance sheet

TradeAndOtherPayablesNonCurrent_1Q, TradeAndOtherPayablesNonCurrent_2Q, TradeAndOtherPayablesNonCurrent_3Q, TradeAndOtherPayablesNonCurrent_4Q, TradeAndOtherPayablesNonCurrent_5Q, TradeAndOtherPayablesNonCurrent_6Q, TradeAndOtherPayablesNonCurrent_7Q, TradeAndOtherPayablesNonCurrent_8Q, TradeAndOtherPayablesNonCurrent_1Y, TradeAndOtherPayablesNonCurrent_2Y, TradeAndOtherPayablesNonCurrent_3Y, TradeAndOtherPayablesNonCurrent_4Y, TradeAndOtherPayablesNonCurrent_5Y, TradeAndOtherPayablesNonCurrent_6Y, TradeAndOtherPayablesNonCurrent_7Y

Trade And Other Receivables Non Current

Amounts due from customers or clients, more than one year from the balance sheet date, for goods or services that have been delivered or sold in the normal course of business, or other receivables.
A Few reported, expressed as dollars
Classifications: balance sheet

TradeAndOtherReceivablesNonCurrent_1Q, TradeAndOtherReceivablesNonCurrent_2Q, TradeAndOtherReceivablesNonCurrent_3Q, TradeAndOtherReceivablesNonCurrent_4Q, TradeAndOtherReceivablesNonCurrent_5Q, TradeAndOtherReceivablesNonCurrent_6Q, TradeAndOtherReceivablesNonCurrent_7Q, TradeAndOtherReceivablesNonCurrent_8Q, TradeAndOtherReceivablesNonCurrent_1Y, TradeAndOtherReceivablesNonCurrent_2Y, TradeAndOtherReceivablesNonCurrent_3Y, TradeAndOtherReceivablesNonCurrent_4Y, TradeAndOtherReceivablesNonCurrent_5Y, TradeAndOtherReceivablesNonCurrent_6Y, TradeAndOtherReceivablesNonCurrent_7Y

Trading And Other Receivable

This will serve as the “parent”? value to Accounts Receivable (Data ID 23001) and Other Receivables (Data ID 23342) for all company financials reported in the IFRS GAAP
A Few reported, expressed as dollars
Classifications: balance sheet

TradingAndOtherReceivable_1Q, TradingAndOtherReceivable_2Q, TradingAndOtherReceivable_3Q, TradingAndOtherReceivable_4Q, TradingAndOtherReceivable_5Q, TradingAndOtherReceivable_6Q, TradingAndOtherReceivable_7Q, TradingAndOtherReceivable_8Q, TradingAndOtherReceivable_1Y, TradingAndOtherReceivable_2Y, TradingAndOtherReceivable_3Y, TradingAndOtherReceivable_4Y, TradingAndOtherReceivable_5Y, TradingAndOtherReceivable_6Y, TradingAndOtherReceivable_7Y

Trading Assets

Trading account assets are bought and held principally for the purpose of selling them in the near term (thus held for only a short period of time). Unrealized holding gains and losses for trading securities are included in earnings
A Few reported, expressed as dollars
Classifications: balance sheet

TradingAssets_1Q, TradingAssets_2Q, TradingAssets_3Q, TradingAssets_4Q, TradingAssets_5Q, TradingAssets_6Q, TradingAssets_7Q, TradingAssets_8Q, TradingAssets_1Y, TradingAssets_2Y, TradingAssets_3Y, TradingAssets_4Y, TradingAssets_5Y, TradingAssets_6Y, TradingAssets_7Y

Trading Gain Loss

A broker-dealer or other financial entity may buy and sell securities exclusively for its own account, sometimes referred to as proprietary trading. The profit or loss is measured by the difference between the acquisition cost and the selling price or current market or fair value. The net gain or loss, includes both realized and unrealized, from trading cash instruments, equities and derivative contracts (including commodity contracts) that has been recognized during the accounting period for the broker dealer or other financial entity’s own account. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

TradingGainLoss_1Q, TradingGainLoss_2Q, TradingGainLoss_3Q, TradingGainLoss_4Q, TradingGainLoss_5Q, TradingGainLoss_6Q, TradingGainLoss_7Q, TradingGainLoss_8Q, TradingGainLoss_T12M, TradingGainLoss_1Y, TradingGainLoss_2Y, TradingGainLoss_3Y, TradingGainLoss_4Y, TradingGainLoss_5Y, TradingGainLoss_6Y, TradingGainLoss_7Y

Trading Liabilities

The carrying amount of liabilities as of the balance sheet date that pertain to principal and customer trading transactions, or which may be incurred with the objective of generating a profit from short-term fluctuations in price as part of an entity’s market-making, hedging and proprietary trading. Examples include short positions in securities, derivatives and commodities, obligations under repurchase agreements, and securities borrowed arrangements
A Few reported, expressed as dollars
Classifications: balance sheet

TradingLiabilities_1Q, TradingLiabilities_2Q, TradingLiabilities_3Q, TradingLiabilities_4Q, TradingLiabilities_5Q, TradingLiabilities_6Q, TradingLiabilities_7Q, TradingLiabilities_8Q, TradingLiabilities_1Y, TradingLiabilities_2Y, TradingLiabilities_3Y, TradingLiabilities_4Y, TradingLiabilities_5Y, TradingLiabilities_6Y, TradingLiabilities_7Y

Trading Securities

The total of financial instruments that are bought and held principally for the purpose of selling them in the near term (thus held for only a short period of time) or for debt and equity securities formerly categorized as available-for-sale or held-to-maturity which the company held as of the date it opted to account for such securities at fair value
A Few reported, expressed as dollars
Classifications: balance sheet

TradingSecurities_1Q, TradingSecurities_2Q, TradingSecurities_3Q, TradingSecurities_4Q, TradingSecurities_5Q, TradingSecurities_6Q, TradingSecurities_7Q, TradingSecurities_8Q, TradingSecurities_1Y, TradingSecurities_2Y, TradingSecurities_3Y, TradingSecurities_4Y, TradingSecurities_5Y, TradingSecurities_6Y, TradingSecurities_7Y

Treasury Shares Number

Number of Treasury Shares
Majority reported, expressed as numbers
Classifications: share data,

TreasurySharesNumber_1Q, TreasurySharesNumber_2Q, TreasurySharesNumber_3Q, TreasurySharesNumber_4Q, TreasurySharesNumber_5Q, TreasurySharesNumber_6Q, TreasurySharesNumber_7Q, TreasurySharesNumber_8Q, TreasurySharesNumber_1Y, TreasurySharesNumber_2Y, TreasurySharesNumber_3Y, TreasurySharesNumber_4Y, TreasurySharesNumber_5Y, TreasurySharesNumber_6Y, TreasurySharesNumber_7Y

Treasury Stock

The portion of shares that a company keeps in their own treasury. Treasury stock may have come from a repurchase or buyback from shareholders; or it may have never been issued to the public in the first place. These shares don’t pay dividends, have no voting rights, and are not included in shares outstanding calculations
Majority reported, expressed as dollars
Classifications: balance sheet

TreasuryStock_1Q, TreasuryStock_2Q, TreasuryStock_3Q, TreasuryStock_4Q, TreasuryStock_5Q, TreasuryStock_6Q, TreasuryStock_7Q, TreasuryStock_8Q, TreasuryStock_1Y, TreasuryStock_2Y, TreasuryStock_3Y, TreasuryStock_4Y, TreasuryStock_5Y, TreasuryStock_6Y, TreasuryStock_7Y

Trust Fees by Commissions

Bank manages funds on behalf of its customers through the operation of various trust accounts. Any fees earned through managing those funds are called trust fees, which are recognized when earned. This item is typically available for bank industry
A Few reported, expressed as dollars
Classifications: income statement

TrustFeesbyCommissions_1Q, TrustFeesbyCommissions_2Q, TrustFeesbyCommissions_3Q, TrustFeesbyCommissions_4Q, TrustFeesbyCommissions_5Q, TrustFeesbyCommissions_6Q, TrustFeesbyCommissions_7Q, TrustFeesbyCommissions_8Q, TrustFeesbyCommissions_T12M, TrustFeesbyCommissions_1Y, TrustFeesbyCommissions_2Y, TrustFeesbyCommissions_3Y, TrustFeesbyCommissions_4Y, TrustFeesbyCommissions_5Y, TrustFeesbyCommissions_6Y, TrustFeesbyCommissions_7Y

Unbilled Receivables

Revenues that are not currently billed from the customer under the terms of the contract. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

UnbilledReceivables_1Q, UnbilledReceivables_2Q, UnbilledReceivables_3Q, UnbilledReceivables_4Q, UnbilledReceivables_5Q, UnbilledReceivables_6Q, UnbilledReceivables_7Q, UnbilledReceivables_8Q, UnbilledReceivables_1Y, UnbilledReceivables_2Y, UnbilledReceivables_3Y, UnbilledReceivables_4Y, UnbilledReceivables_5Y, UnbilledReceivables_6Y, UnbilledReceivables_7Y

An undefined value

A value which does not exist
SPY.Employees = Undefined
.
Use Undefined in an if-then-else to remove unwanted values from sequences.)

Undefined

Underwriting Expenses

Also known as Policy Acquisition Costs; and reported by insurance companies. The cost incurred by an insurer when deciding whether to accept or decline a risk; may include meetings with the insureds or brokers, actuarial review of loss history, or physical inspections of exposures. Also, expenses deducted from insurance company revenues (including incurred losses and acquisition costs) to determine underwriting profit
A Few reported, expressed as dollars
Classifications: income statement

UnderwritingExpenses_1Q, UnderwritingExpenses_2Q, UnderwritingExpenses_3Q, UnderwritingExpenses_4Q, UnderwritingExpenses_5Q, UnderwritingExpenses_6Q, UnderwritingExpenses_7Q, UnderwritingExpenses_8Q, UnderwritingExpenses_T12M, UnderwritingExpenses_1Y, UnderwritingExpenses_2Y, UnderwritingExpenses_3Y, UnderwritingExpenses_4Y, UnderwritingExpenses_5Y, UnderwritingExpenses_6Y, UnderwritingExpenses_7Y

Unearned Income

Income received but not yet earned, it represents the unearned amount that is netted against the total loan
A Few reported, expressed as dollars
Classifications: balance sheet

UnearnedIncome_1Q, UnearnedIncome_2Q, UnearnedIncome_3Q, UnearnedIncome_4Q, UnearnedIncome_5Q, UnearnedIncome_6Q, UnearnedIncome_7Q, UnearnedIncome_8Q, UnearnedIncome_1Y, UnearnedIncome_2Y, UnearnedIncome_3Y, UnearnedIncome_4Y, UnearnedIncome_5Y, UnearnedIncome_6Y, UnearnedIncome_7Y

Unearned Premiums

Carrying amount of premiums written on insurance contracts that have not been earned as of the balance sheet date
A Few reported, expressed as dollars
Classifications: balance sheet

UnearnedPremiums_1Q, UnearnedPremiums_2Q, UnearnedPremiums_3Q, UnearnedPremiums_4Q, UnearnedPremiums_5Q, UnearnedPremiums_6Q, UnearnedPremiums_7Q, UnearnedPremiums_8Q, UnearnedPremiums_1Y, UnearnedPremiums_2Y, UnearnedPremiums_3Y, UnearnedPremiums_4Y, UnearnedPremiums_5Y, UnearnedPremiums_6Y, UnearnedPremiums_7Y

Unpaid Loss And Loss Reserve

Liability amount that reflects claims that are expected based upon statistical projections, but which have not been reported to the insurer
A Few reported, expressed as dollars
Classifications: balance sheet

UnpaidLossAndLossReserve_1Q, UnpaidLossAndLossReserve_2Q, UnpaidLossAndLossReserve_3Q, UnpaidLossAndLossReserve_4Q, UnpaidLossAndLossReserve_5Q, UnpaidLossAndLossReserve_6Q, UnpaidLossAndLossReserve_7Q, UnpaidLossAndLossReserve_8Q, UnpaidLossAndLossReserve_1Y, UnpaidLossAndLossReserve_2Y, UnpaidLossAndLossReserve_3Y, UnpaidLossAndLossReserve_4Y, UnpaidLossAndLossReserve_5Y, UnpaidLossAndLossReserve_6Y, UnpaidLossAndLossReserve_7Y

Unrealized Gain Loss On Investment Securities

The increases (decreases) in the market value of unsold securities whose gains (losses) were included in earnings
Some reported, expressed as dollars
Classifications: cash flow statement

UnrealizedGainLossOnInvestmentSecurities_1Q, UnrealizedGainLossOnInvestmentSecurities_2Q, UnrealizedGainLossOnInvestmentSecurities_3Q, UnrealizedGainLossOnInvestmentSecurities_4Q, UnrealizedGainLossOnInvestmentSecurities_5Q, UnrealizedGainLossOnInvestmentSecurities_6Q, UnrealizedGainLossOnInvestmentSecurities_7Q, UnrealizedGainLossOnInvestmentSecurities_8Q, UnrealizedGainLossOnInvestmentSecurities_1Y, UnrealizedGainLossOnInvestmentSecurities_2Y, UnrealizedGainLossOnInvestmentSecurities_3Y, UnrealizedGainLossOnInvestmentSecurities_4Y, UnrealizedGainLossOnInvestmentSecurities_5Y, UnrealizedGainLossOnInvestmentSecurities_6Y, UnrealizedGainLossOnInvestmentSecurities_7Y

Unrealized Gain Loss

A profit or loss that results from holding onto an asset rather than cashing it in and officially taking the profit or loss
A Few reported, expressed as dollars
Classifications: balance sheet

UnrealizedGainLoss_1Q, UnrealizedGainLoss_2Q, UnrealizedGainLoss_3Q, UnrealizedGainLoss_4Q, UnrealizedGainLoss_5Q, UnrealizedGainLoss_6Q, UnrealizedGainLoss_7Q, UnrealizedGainLoss_8Q, UnrealizedGainLoss_1Y, UnrealizedGainLoss_2Y, UnrealizedGainLoss_3Y, UnrealizedGainLoss_4Y, UnrealizedGainLoss_5Y, UnrealizedGainLoss_6Y, UnrealizedGainLoss_7Y

Unrealized Gains Losses On Derivatives

The gross gains and losses on derivatives. This item is usually only available for insurance industry
A Few reported, expressed as dollars
Classifications: cash flow statement

UnrealizedGainsLossesOnDerivatives_1Q, UnrealizedGainsLossesOnDerivatives_2Q, UnrealizedGainsLossesOnDerivatives_3Q, UnrealizedGainsLossesOnDerivatives_4Q, UnrealizedGainsLossesOnDerivatives_5Q, UnrealizedGainsLossesOnDerivatives_6Q, UnrealizedGainsLossesOnDerivatives_7Q, UnrealizedGainsLossesOnDerivatives_8Q, UnrealizedGainsLossesOnDerivatives_1Y, UnrealizedGainsLossesOnDerivatives_2Y, UnrealizedGainsLossesOnDerivatives_3Y, UnrealizedGainsLossesOnDerivatives_4Y, UnrealizedGainsLossesOnDerivatives_5Y, UnrealizedGainsLossesOnDerivatives_6Y, UnrealizedGainsLossesOnDerivatives_7Y

Unusual Items Excluding Goodwill

The sum of all the identifiable operating and non-operating unusual items.
Normally reported, expressed as dollars
Classifications: income statement

UnusualItemsExcludingGoodwill_1Q, UnusualItemsExcludingGoodwill_2Q, UnusualItemsExcludingGoodwill_3Q, UnusualItemsExcludingGoodwill_4Q, UnusualItemsExcludingGoodwill_5Q, UnusualItemsExcludingGoodwill_6Q, UnusualItemsExcludingGoodwill_7Q, UnusualItemsExcludingGoodwill_8Q, UnusualItemsExcludingGoodwill_T12M, UnusualItemsExcludingGoodwill_1Y, UnusualItemsExcludingGoodwill_2Y, UnusualItemsExcludingGoodwill_3Y, UnusualItemsExcludingGoodwill_4Y, UnusualItemsExcludingGoodwill_5Y, UnusualItemsExcludingGoodwill_6Y, UnusualItemsExcludingGoodwill_7Y

Unusual Items

Total unusual items including Negative Goodwill.
Normally reported, expressed as dollars
Classifications: income statement

UnusualItems_1Q, UnusualItems_2Q, UnusualItems_3Q, UnusualItems_4Q, UnusualItems_5Q, UnusualItems_6Q, UnusualItems_7Q, UnusualItems_8Q, UnusualItems_T12M, UnusualItems_1Y, UnusualItems_2Y, UnusualItems_3Y, UnusualItems_4Y, UnusualItems_5Y, UnusualItems_6Y, UnusualItems_7Y

Volume

The number of shares traded during the day
Normally reported and often used, expressed as numbers
Classifications: price

Volume

Water Production

The amount for a facility and plant that provides water which might includes wells, reservoirs, pumping stations, and control facilities; and waste water systems which includes the waste treatment and disposal facility and equipment. This item is usually only available for utility industry
A Few reported, expressed as dollars
Classifications: balance sheet

WaterProduction_1Q, WaterProduction_2Q, WaterProduction_3Q, WaterProduction_4Q, WaterProduction_5Q, WaterProduction_6Q, WaterProduction_7Q, WaterProduction_8Q, WaterProduction_1Y, WaterProduction_2Y, WaterProduction_3Y, WaterProduction_4Y, WaterProduction_5Y, WaterProduction_6Y, WaterProduction_7Y

Weight of alternatives

The total of all extra weights assigned by xxx_weight whether positive or negative
Expressed as numbers
Classifications: backtest

WeightOfAlternatives

Weight of negative alternatives

The sum of all negative extra weights assigned by xxx_weight
Expressed as numbers
Classifications: backtest

WeightOfNegativeAlternatives

Weight of Negative Positions

The sum of the weights of all stocks sold short by the strategy
Expressed as numbers
Classifications: backtest

WeightOfNegativePositions

Weight of positive alternatives

The sum of all positive extra weights assigned
Expressed as numbers
Classifications: backtest

WeightOfPositiveAlternatives

Weight of Positive Positions

The sum of the weight of stocks bought by the strategy
Expressed as numbers
Classifications: backtest

WeightOfPositivePositions

Weight of total

The total of all weights matched by the strategy and assigned by extra weights
Expressed as numbers
Classifications: backtest

WeightOfTotal

Weight of Total Positions

The total weights of all stocks matched by the strategy
Expressed as numbers
Classifications: backtest

WeightOfTotalPositions

Work In Process

Work, or goods, in the process of being fabricated or manufactured but not yet completed as finished goods. This item is usually available for manufacturing and mining industries
Some reported, expressed as dollars
Classifications: balance sheet

WorkInProcess_1Q, WorkInProcess_2Q, WorkInProcess_3Q, WorkInProcess_4Q, WorkInProcess_5Q, WorkInProcess_6Q, WorkInProcess_7Q, WorkInProcess_8Q, WorkInProcess_1Y, WorkInProcess_2Y, WorkInProcess_3Y, WorkInProcess_4Y, WorkInProcess_5Y, WorkInProcess_6Y, WorkInProcess_7Y

Working Capital Per Share

(Current Assets – Current Liabilities)/number of shares
Normally reported, expressed as dollars
Classifications: balance sheet

WorkingCapitalPerShare

Working Capital Per Share 3 Yr Avg

The three year average for working capital per share
Majority reported, expressed as dollars
Classifications: balance sheet

WorkingCapitalPerShare3YrAvg

Working Capital Per Share 5 Yr Avg

The five year average for working capital per share
Majority reported, expressed as dollars
Classifications: balance sheet

WorkingCapitalPerShare5YrAvg

Working Capital

Current Assets minus Current Liabilities. This item is usually not available for bank and insurance industries
Normally reported, expressed as dollars
Classifications: balance sheet

WorkingCapital_1Q, WorkingCapital_2Q, WorkingCapital_3Q, WorkingCapital_4Q, WorkingCapital_5Q, WorkingCapital_6Q, WorkingCapital_7Q, WorkingCapital_8Q, WorkingCapital_1Y, WorkingCapital_2Y, WorkingCapital_3Y, WorkingCapital_4Y, WorkingCapital_5Y, WorkingCapital_6Y, WorkingCapital_7Y

Write Off

A reduction in the value of an asset or earnings by the amount of an expense or loss
Some reported, expressed as dollars
Classifications: income statement

WriteOff_1Q, WriteOff_2Q, WriteOff_3Q, WriteOff_4Q, WriteOff_5Q, WriteOff_6Q, WriteOff_7Q, WriteOff_8Q, WriteOff_T12M, WriteOff_1Y, WriteOff_2Y, WriteOff_3Y, WriteOff_4Y, WriteOff_5Y, WriteOff_6Y, WriteOff_7Y

Year

Year expressed as four digit number
Expressed as numbers
Classifications: date

Year

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