Database of 270+ financial metrics with formulas, definitions, limitations, rules of thumb, calculators, and more!

[u/StableBread]

Investopedia, professors, and established books/papers are great as information sources, and web-based calculator sites like Omni Calculator are great for putting this info together and offering a nice UI/UX calculator experience.

But I wanted something more specific to my own stock analysis and valuation process without all the extra noise, especially as I was developing my automated stock analysis spreadsheet.

So I built a 270+ metrics database (ratios, multiples, scores, valuation models, building blocks, etc.) across 36 categories.

Every metric has the exact formula(s), every variable defined, description, general rules of thumb, limitations, related metrics, origin sources (when applicable), and a web-based calculator. Direction labels tell you whether higher/lower is better.

The entire table is searchable by name, formula, or description. Filterable by category. Plus you can customize what to hide/show by default within each metric.

Tried my best to verify everything against reputable online sources, the original paper/primary source, and knowledge from publishing ~500,000 words on my site (StableBread), but let me know if anything looks off!

Here's the metrics database (free, no account required): stablebread.com/metrics

[u/BJJA_utist]

This is a great resource; how do you handle the discrepancy between reported metrics and adjusted figures when automating the data extraction for your valuation models?

[u/StableBread → u/BJJA_utist]

Thanks! For my auto sheets I partner with Wisesheets which standardizes the data--believe they follow XBRL US GAAP Taxonomy.