Managed Account Portfolios
Portfolio Fundamentals
The table below compares our portfolio fundamentals against their benchmarks. These data are updated on Tuesdays at 2pm Pacific Time.
Data Source: FactSet
Average Sales Change: Last fully reported quarter divided by same quarter one year ago minus one. Average Earnings Change: Last fully reported quarter divided by same quarter one year ago minus one. Average Return on Equity: Trailing four quarters from last fully reported quarter. Net income divided by stockholder equity. Average Forward P/E FY 2: Price divided by average analysts' estimate for fiscal year two. Average Earnings Surprise %: As of last fully reported quarter, actual earnings divided by mean or consensus minus 1. Average Operating Margin % Change: Trailing four quarters percent change in operating margin from last fully reported quarter.
