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Fundamentals [AletheiaTradeLab]

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This indicator adds a fundamentals layer to your chart around earning events:

1. EPS YoY % and Sales YoY %
On earnings dates you’ll see two percentages:

- EPS YoY % = how much this quarter’s earnings per share changed vs the same quarter last year

- Sales YoY % = how much this quarter’s revenue changed vs the same quarter last year
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2. Acceleration highlight
A visual highlight appears when YoY results have been improving for several events in a row (you decide how many).
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3. Next earnings countdown
The indicator marks the next earnings date on the chart and shows:

Countdown = days remaining (Today if it’s the current day)

Use it to quickly see how close the next earnings catalyst is while you’re charting.
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4. Fundamentals table (ratings + quality metrics + pass/fail).
Ratings are computed using formulas I built and run locally. The values displayed here are updated weekly (and may be updated more frequently during earnings season). They are independent interpretations inspired by publicly available concepts from Mike Webster, William O’Neil, and IBD, and are not official IBD ratings.

A table on-chart that can show (you choose the rows):

- Market cap

- EPS Rating (1–99)
A percentile-style score that ranks a stock’s earnings strength versus the tracked universe.

It blends four components:

EPS YoY (Last quarter)
EPS YoY (Prior quarter)
EPS growth rate (5Y, fallback to 3Y if 5Y is missing)
Earnings Stability (lower volatility scores better)

Higher is better. A stock with 90 is roughly stronger than ~90% of the universe on this composite.

- Sales Rating (1–99)
Same idea as EPS Rating, but focused on revenue growth quality.

It blends:

Sales YoY (Last quarter)
Sales YoY (Prior quarter)
Sales growth rate (5Y, fallback to 3Y)
Sales Stability (lower volatility scores better)

- SMR Rating (1–99)
A profitability + quality rating inspired by the classic “SMR” concept.

It combines four pillars:
Sales growth (avg of last 3 quarters) + whether sales are accelerating
After-tax margin (recent/avg) + whether margins are improving
Pre-tax margin (FY) + whether it’s improving
ROE (FY) + whether it’s improving

- Earnings / Sales stability

- EPS / Sales growth rates (3Y / 5Y)

- Profit margins and ROE

- Optional pass/fail dots based on thresholds you set.

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Note di rilascio
Small fix
Note di rilascio
ratings updated (2025/01/27)

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