Standard & Poors research insight: report and chart library (North America)

Chart Library
To enhance your financial analysis, Standard & Poor’s Research Insight gives you an extensive collection of predefined
company and industry performance charts. Charts not only make your information easier to read and
understand, but they can also help you identify trends, make comparisons and clarify relationships that may not
otherwise be apparent.
We’ve made it easy for you to customize each of the insightful charts included in our software to suit your
individual needs. You can change a chart’s style, colors and axis labels. You can add titles, change fonts and
customize the legend. You can even change a two-dimensional chart to a dynamic three-dimensional chart. And,
just like the Report Library, all the Research Insight charts are available in Excel!
The Chart Library provides both an example and an explanation of each of the pre-defined charts available in
Research Insight using the COMPUSTAT® (North America) database. The Chart Library features:
• 40 pre-defined charts
• Charts for commonly-used presentations
• Analytical charts such as fundamental, market and pricing
• Segment charts that allow you to compare companies among industries
• Easy modification to meet your specific needs

Selecting a Chart Which Meets Your Needs
Research Insight contains an extensive collection of pre-defined charts to help you enhance your
financial analysis. All of the charts contained in the software are categorized according to the type of
data they display. Each of these categories is explained below.

Fundamental Charts
Chart Name Chart File Name
Capital Structure - Quarterly CAPITAL
Compound Growth - Sales - 5 Year CSALE5
Gross Profit Margin vs. Sales CGPM
Receivables Turnover vs. Sales CRTO
Sales vs. Income Before Extra Items CSALENI

Line of Business Charts
Chart Name Chart File Name
Line of Business - Operating Profit SEG_OPER
Line of Business - Sales SEG_SALE

Market Charts
Chart Name Chart File Name
5 Year Total Return to Shareholders TOT_RTN
Decile Analysis - Beta vs. Growth Rate and P/E GROW_PE
Dividend Yield vs. Relative to S&P Index DIVYIELD
Economic Returns - 10 Years ECONRTN
Returns by Stock Rank RTN_RANK
S&P 500 Earnings Yield vs. 3 Month T-Bills SP_TBILL
S&P 500 Earnings Yield vs. 30 Year Government Bonds SP_BOND
S&P 500 Price vs. 30 Year Government Bonds SP_PRC
Total Return vs. S&P 500 - Monthly TOT_RTNM
Value of $100 With Income Compounded Annually - 10 Years VALUE10Y
Value of $100 With Income Compounded Annually - 20 Years VALUE20Y


Overview
Peer Charts
Chart Name Chart File Name
Debt to Equity vs. Peer Companies (Quartiled) DEBTEQ
Earnings Before Depreciation vs. Peer Set EBITDA
Net Profit Margin vs. Peer Companies (Quartiled) NPM
Return on Assets vs. Peer Set ROAQ
Return on Average Equity vs. Peer Companies (Quartiled) ROAE
Return on Equity vs. Peer Set ROEQ

Pricing Charts
Chart Name Chart File Name
Comparative Price/Earnings Ratio PEM_PEER
Earnings & Price Momentum MOMENTUM
Price and EPS PRCEPS
Price Return vs. S&P 500 - Daily PRC_RETD
Price Return vs. S&P 500 - Monthly PRC_RETM
Price Value Base - Annual VALUEBSE
Price Value Base - Daily VALUEDAY
Price/Book Ratio vs. Relative to S&P Industry Index PRC_BOOK
Price/Earnings Monthly vs. Relative to S&P Industry Index PE_INDEX
Price/Earnings Ratio vs. 30 Year Government Bonds PE_BONDS
Price/Sales Ratio vs. Industry Sector PRC_SALE
Price-Close Daily vs. 14 Day Relative Strength Index PRC_RSI
Price-Close Monthly - 10 Years PRICE
Price-Close Monthly vs. Relative to S&P Industry Index PRC_REL
Price-Close vs. Earnings Per Share and Dividends Per Share EPS_DVPS
Price-High/Low/Close - Volume HILOWCL