financial analyst
Corporate number cruncher
A financial analyst examines financial data to guide investment decisions or business strategy.
They study company performance, market trends, and economic conditions to recommend whether to buy, sell, or hold securities.
Financial analysts work for banks, investment firms, corporations, and insurance companies: Our financial analyst projects strong growth in the tech sector.
The term covers both buy-side analysts (advising investors) and sell-side analysts (producing research for clients).
Ownership stakes in corporations
- bondsTies that unite
- stocksOwnership stakes or inventory
- commoditiesTradeable raw materials
- securitiesTradeable financial assets
bull market · bear market · trading · IPO · dividends · capital gains · mutual funds · ETF
Investment management credential
- CPALicensed accounting professional
- Wall StreetAmerican finance hub
- investment bankingAdvisory services for major transactions
- valuationAssessment of monetary worth
due diligence · consulting · advisory · underwriting · mergers · acquisitions · portfolio management · wealth management
Tabular data organizer
- ExcelMicrosoft's data-crunching application
- modelingSimulating or demonstrating form
- quantitativeConcerning measurable amounts
- metricsStandards for assessment
charting · visualization · regression · correlation · database · algorithms · computation · data mining
Money gained from work
- quarterly reportPeriodic corporate financial disclosure
- annual reportOrganization's periodic financial summary
- 10-KMandatory yearly SEC filing
- SEC filingRequired corporate regulatory submission
balance sheet · income statement · cash flow · footnotes · disclosure · GAAP · rating
Estimates extending forward
- estimatesRough calculations of value
- outlookAttitude toward the future
- expectationsBeliefs about future outcomes
- trendsPrevailing directions of change
scenarios · extrapolation · guidance · revenue forecast · price targets · consensus · forward-looking · pro forma
National output abbreviation
- inflationSustained price level increase
- recessionProlonged economic decline
- macroeconomicsStudy of aggregate economies
- microeconomicsEconomics of small-scale decisions
unemployment · fiscal policy · monetary policy · interest rates · central bank · Fed · trade balance · economic indicators
Rapid, unpredictable changeability
- exposureState of being unprotected
- defaultPreset standard option
- credit riskPotential for borrower nonpayment
- market riskExposure to price fluctuations
liquidity · leverage · hedging · diversification · solvency · downside · stress testing · beta
Quantities divisible evenly
- P/E ratioStock price divided by profits
- EBITDAProfit before major deductions
- book valueAsset minus accumulated depreciation
- fair valueReasonable exchange price
intrinsic value · market cap · discounted cash flow · cost of capital · price-to-book
equities
Ownership stakes in corporations
- bondsTies that unite
- stocksOwnership stakes or inventory
- commoditiesTradeable raw materials
securities · bull market · bear market · trading · IPO · dividends · capital gains · mutual funds · ETF · derivatives
CFA
Investment management credential
- CPALicensed accounting professional
- Wall StreetAmerican finance hub
- investment bankingAdvisory services for major transactions
valuation · due diligence · consulting · advisory · underwriting · mergers · acquisitions · portfolio management · wealth management · compliance
spreadsheet
Tabular data organizer
- ExcelMicrosoft's data-crunching application
- modelingSimulating or demonstrating form
- quantitativeConcerning measurable amounts
metrics · charting · visualization · regression · correlation · database · algorithms · computation · data mining · programming
earnings
Money gained from work
- quarterly reportPeriodic corporate financial disclosure
- annual reportOrganization's periodic financial summary
- 10-KMandatory yearly SEC filing
SEC filing · balance sheet · income statement · cash flow · footnotes · disclosure · GAAP · rating
projections
Estimates extending forward
- estimatesRough calculations of value
- outlookAttitude toward the future
- expectationsBeliefs about future outcomes
trends · scenarios · extrapolation · guidance · revenue forecast · price targets · consensus · forward-looking · pro forma · assumptions
GDP
National output abbreviation
- inflationSustained price level increase
- recessionProlonged economic decline
- macroeconomicsStudy of aggregate economies
microeconomics · unemployment · fiscal policy · monetary policy · interest rates · central bank · Fed · trade balance · economic indicators · business cycle
volatility
Rapid, unpredictable changeability
- exposureState of being unprotected
- defaultPreset standard option
- credit riskPotential for borrower nonpayment
market risk · liquidity · leverage · hedging · diversification · solvency · downside · stress testing · beta · mitigation
multiples
Quantities divisible evenly
- P/E ratioStock price divided by profits
- EBITDAProfit before major deductions
- book valueAsset minus accumulated depreciation
fair value · intrinsic value · market cap · discounted cash flow · cost of capital · price-to-book
- financebank, CFO, banks, controller, treasurer
- business jobsaccountant, consultant, manager, banker, broker
- office jobsmanager, office clerk, receptionist, administrative assistant, clerk
- professionalsdoctor, nurse, lawyer, engineer, dentist
- professionsdoctor, lawyer, engineer, teacher, nurse
- analysts
financial analysttrader
One who transacts commercially
day trader · floor trader · market maker · broker · portfolio manager
financial analystartist
Maker of creative works
creative director · poet · novelist · storyteller · therapist
financial analystgambler
One who bets
speculator · impulse buyer · lottery player · retail investor
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