RIXML Documentation

IssuerFinancialsTypeEnum

RIXML 2.5 Enumeration

16 values

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

Source:data-dictionary-2.5.1
Schema:RIXML-datatypes-2_5.xsd:558

Where It Fits

Elements using this type (1)

Definition

Base Typestring

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

2.1
+Introduced
2.4
+Added values: CapitalExpenditure, EnterpriseValue, GrossProfitMargin, LongTermGrowthRate, NetAssetValue, NetDebt, PreTaxEarnings, ReturnOnAssets

Semantic 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.130CreditAnalysis