IssuerFinancialsTypeEnum
RIXML 2.5 Enumeration
Defines financial metrics applicable to issuers, including fundamental measures like Revenue, Earnings, Market Cap, EBITDA, Return on Equity, and various profitability and valuation ratios used in financial analysis
Usage
Required attribute in IssuerFinancials elements to specify which type of financial metric is being reported for an issuer
Business Context
Essential for standardizing financial data communication, enabling consistent reporting and analysis of issuer financial performance across different research providers
Where It Fits
Elements using this type (1)
Definition
| Base Type | string |
Enumeration Values
Revenue |
| Revenue |
Total amount collected for goods and services provided by the issuer Use when presenting top-line sales or income figures for a company [RIXML Research Data Dictionary v2.5.1 p.88] ActiveSince 2.1 |
Earnings |
| Earnings |
Revenues less cost of sales, operating expenses, and taxes over a given period Select when presenting net income or profit figures after all expenses [RIXML Research Data Dictionary v2.5.1 p.88] ActiveSince 2.1 |
MarketCap |
| Market Cap |
Market price of a public corporation calculated by multiplying shares outstanding by price per share Use when presenting the total market valuation of a publicly traded company [RIXML Research Data Dictionary v2.5.1 p.88] ActiveSince 2.1 |
AfterTaxCashFlow |
| After Tax Cash Flow |
Measure of financial health equal to cash receipts less cash payments, or net profit plus depreciation and amortization charges Select when presenting cash generation metrics after tax obligations [RIXML Research Data Dictionary v2.5.1 p.88] ActiveSince 2.1 |
EBITDA |
| EBITDA |
Earnings before interest, taxes, depreciation, and amortization - calculated as net income plus these non-cash charges Use when presenting operating performance excluding financing and accounting policy effects [RIXML Research Data Dictionary v2.5.1 p.88] ActiveSince 2.1 |
NetOperatingIncome |
| Net Operating Income |
Measure of earning power from ongoing operations before interest payments and income taxes Select when presenting core operational profitability before financing costs [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.1 |
ReturnOnEquity |
| Return On Equity |
Measure of how well a company uses reinvested earnings, calculated as after-tax income divided by book value, expressed as percentage Use when presenting management efficiency in generating returns for shareholders [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.1 |
CapitalExpenditure |
| Capital Expenditure |
Funds used to acquire or upgrade physical assets like property, buildings, or equipment during a period Select when presenting investment in long-term productive assets [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
EnterpriseValue |
| Enterprise Value |
Market capitalization plus debt, minority interests and preferred shares, minus total cash and cash equivalents Use when presenting total company valuation including debt obligations [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
GrossProfitMargin |
| Gross Profit Margin |
Revenue minus cost of goods sold, divided by total revenue, expressed as a percentage Select when presenting basic profitability before operating expenses [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
LongTermGrowthRate |
| Long Term Growth Rate |
Expected annual increase in operating earnings over the company's next full business cycle, typically 3-5 years, expressed as percentage Use when presenting long-term earnings growth expectations [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
NetAssetValue |
| Net Asset Value |
Total book value calculated as total assets minus intangible assets and all liabilities Select when presenting tangible book value or liquidation value estimates [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
NetDebt |
| Net Debt |
Short- and long-term interest-bearing debt minus cash and cash equivalents Use when presenting net borrowing position after considering available cash [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
PreTaxEarnings |
| Pre Tax Earnings |
Earnings before tax obligations over a given period Select when presenting profitability before tax effects [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
ReturnOnAssets |
| Return On Assets |
Measure of return on investment calculated as after-tax income before financing costs divided by total assets Use when presenting management efficiency in utilizing company assets [RIXML Research Data Dictionary v2.5.1 p.89] ActiveSince 2.4 |
PublisherDefined |
| Publisher Defined |
No description available ActiveSince 2.1 |
Examples
<!-- Example usage of IssuerFinancialsTypeEnum enumeration -->
<element type="IssuerFinancialsTypeEnum">Revenue</element>Version History
CapitalExpenditure, EnterpriseValue, GrossProfitMargin, LongTermGrowthRate, NetAssetValue, NetDebt, PreTaxEarnings, ReturnOnAssetsSemantic Relationships
Requires1 relationship
Credit analysis of borrower creditworthiness necessitates examination of debt levels and repayment capacity metrics
RIXML Research Data Dictionary v2.5.1, p.130— CreditAnalysis