financials

Company earnings data

Financials refers to the financial statements, data, or metrics of a company or organization—revenue, profit, assets, liabilities, and the like: The company's financials look strong this quarter, Investors scrutinized the financials before the merger.

In stock market contexts, financials also names the sector comprising banks, insurance companies, and investment firms: Financials led the market rally.

accounting

ledger

Financial record book

bookkeepingRecording financial transactions systematically
journal entriesRecorded personal observations
debitsRecorded account reductions

credits · double-entry · trial balance · general ledger · accounts receivable · accounts payable · chart of accounts · accruals · reconciliation · auditing

investing

portfolio

Collected works or assets

stocksOwnership stakes or inventory
bondsTies that unite
mutual fundsCollectively managed securities portfolios

dividends · equities · capital gains · index funds · asset allocation · securities · venture capital · hedge funds · annuities · IRA

corporate

balance sheet

Assets-liabilities-equity report

income statementPeriodic profit-loss report
cash flow statementReport of money entering, leaving
P&LEarnings and losses report

earnings report · 10-K · annual report · quarterly results · shareholder equity · GAAP · disclosure · profit margin · EBITDA · guidance

budgeting

allocation

Distribution of shares

expensesMoney spent on things
fundingSupplying monetary resources
revenueBusiness income total

deficit · surplus · forecasting · planning · cuts · savings · expenditure · outlay · appropriation · variance

wealth

affluence

Abundance of money

prosperityGood fortune, success
assetsOwned items of value
net worthAssets less debts

inheritance · estate · millionaire · billionaire · endowment · patrimony · trust fund · capital · holdings · solvency

markets

trading

Exchanging for value

forexCurrency trading market
indicesOrganized lists for lookup
futuresContracts for future delivery

options · NASDAQ · NYSE · S&P 500 · bullish · bearish · IPO · volume · liquidity · volatility

Categories

company infocompany name, location, about us, address, phone number
sectorsindustrials, technology, materials, tech, communications
accountingbookkeeping, ledger, balance sheet, general ledger, accounts payable
stock marketstock, shares, stocks, trading, stock market
business planexecutive summary, market analysis, business model, mission statement, competitive advantage
resource managementbudget, budgeting, saving, allocation, allocating

Opposites

business function/department

financialsoperations

Planned systematic activities

production · manufacturing · logistics · human resources · R&D

type of company metric

financialsintangibles

Things beyond physical grasp

qualitative data · employee satisfaction · brand value · human capital · social capital

stock sector classification

financialsindustrials

Manufacturing company stocks

materials · energy · utilities · commodities · real estate

Phrases

financial aidFunding for education expenses
financial recoveryReturn to economic health
financial protectionSafeguard against monetary loss
financial crisisSevere economic system breakdown
financial collapseCatastrophic failure of markets
financial ruinComplete loss of wealth

Family

financial, financially, financialization

Familiarity: Top 200,000
Profile: Used worldwide · Timeless · Rated G