Download Ford US Standard File Specification

Ford Equity Research
US Standard File
Specification
US Standard File Specification
Introduction
The US Standard File contains data on each stock that is present in the Ford Universe of stocks
on the date represented by the file name. The files are named FERyyyymmdd.csv (where
yyyymmdd represents the date the file was created). The file is in .csv format, so all fields are
delimited by a comma and text fields are surrounded by quotes. Values in the database that are not
available are represented by a null field.
Support Information
The contact listed below can help with support issues or questions related to this file:
Ford Equity Research Technical Support
Telephone:
(800) 842-0207
Email:
[email protected]
Field Listing
Field Name
Company name
Ticker symbol
Price
Quality rating-numerical
Growth persistence rating numerical
Current/normal earnings ratio
Growth rate estimate
Current price/earnings ratio
Normal price/earnings ratio
Normal P/E ratio / 5 yr. avg. P/E
Normal P/E ratio / growth rate
Price/cash flow
Price/book value
Price / sales/share
Ford's projected growth rate + dividend yield
Internal rate of return
Price/value ratio
Price/value ratio / 5 yr. avg. PVA
Price/value ratio relative to market
Earnings trend
Composite PVA and SED
Current 12 mo. earnings/share
Normal 12 mo. earnings/share
Cash flow/share
Earnings variability
12-month operating earnings per share 3 quarters ago
12-month operating earnings per share 2 quarters ago
12-month operating earnings per share 1 quarter ago
Rev. 10/16/06
1
Acronym
NAM
TKR
PRI
QTY
GRP
CNE
GRO
PEC
PER
PEH
PEG
PCF
PBK
PSS
GRY
ROI
PVA
PVH
PVR
SED
COM
ECU
ENO
CFL
EDV
EQ1
EQ2
EQ3
Type
character
character
real
integer
integer
real
integer
real
real
real
real
real
real
real
real
real
real
real
real
integer
real
real
real
real
integer
real
real
real
Ford US Standard File Specification.doc
Ford Equity Research
US Standard File
Specification
Field Name
12-month operating earnings per share latest completed quarter
12-month operating earnings per share current quarter
Indicated annual dividend per share
Dividend payout ratio
Current dividend yield %
Net profit margin on sales
Return on assets
Return on equity
Reinvestment on equity
Intrinsic value
Change indicator-numerical
Screening indicator-numerical
Foreign-based indicator-numerical
Options indicator-numerical
Exchange indicator-numerical
Average indicator-numerical
5 yr. EPS growth rate
5 yr. sales growth rate
5 yr. dividend growth rate
Extreme high P/E ratio
Average P/E ratio
Extreme low P/E ratio
Average price/value ratio
1 month ago price
1 month price change (%)
3-month price change (%)
6-month price change (%)
12-month price change (%)
Five year annualized price gain/loss (%)
Five year annualized total return (%)
Beta
Company annual sales
Common shares outstanding
Institutional ownership (%)
Market capitalization
Book value per share
Preferred equity % of assets
Common equity % of assets
Long term debt % of assets
Other debt % of assets
Total assets
Current ratio
Debt/equity ratio
Total debt/asset ratio
Cusip number
Industry code
Rev. 10/16/06
2
Acronym
EQ4
EQ5
DIV
DPR
YLD
NPS
ROA
ROE
PLB
VAL
CHI
VEI
FNI
OPI
EXI
AVI
HEG
HSG
HDG
HPE
APE
LPE
HPV
PRO
PGN
PGQ
PGH
PGY
PGF
REF
BET
SAL
SHR
FND
CAP
BKV
PEQ
CEQ
LTD
ODL
ASS
CCR
DEQ
DAS
CSP
IND
Type
real
real
real
real
real
real
real
real
real
real
integer
integer
integer
integer
integer
integer
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
integer
real
integer
integer
real
real
real
real
real
integer
real
real
real
character
integer
Ford US Standard File Specification.doc
Ford Equity Research
US Standard File
Specification
Field Name
Price momentum
3-month average daily trading share volume in 100's
Relative earnings trend
S&P 400 Mid-Cap indicator (1=in index, 0=not in)
Quarterly operating EPS 6 qtrs. ago
Quarterly operating EPS 5 qtrs. ago
Quarterly operating EPS 4 qtrs. ago
Quarterly operating EPS 3 qtrs. ago
Quarterly operating EPS 2 qtrs. ago
Quarterly operating EPS 1 quarter ago
Quarterly operating EPS latest completed quarter
Quarterly operating EPS current quarter
Year-to-date price change (%)
Fiscal year estimate indicator (1 = estimated, 0 = reported)
Primary/fully diluted indicator (1 = fully diluted EPS, 0 = primary EPS)
Share buy back, one year percent change in shares outstanding
Ford 1000 indicator (1=in index,0=not in)
S&P 600 Small-Cap indicator (1=in index, 0=not in)
Fiscal year earnings/share
Earnings momentum percentile (100 the best)
Sales momentum percentile (100 the best)
Date of last EPS update (yyyymmdd)
12-month trailing sales 4 quarters back
12-month trailing sales 3 quarters back
12-month trailing sales 2 quarter back
12-month trailing sales 1 quarter back
12-month trailing sales latest completed quarter
Quarterly sales 7 quarters ago
Quarterly sales 6 quarters ago
Quarterly sales 5 quarters ago
Quarterly sales 4 quarters ago
Quarterly sales 3 quarters ago
Quarterly sales 2 quarters ago
Quarterly sales 1 quarter ago
Quarterly sales latest quarter completed
Current month split factor
6-month split factor
Price momentum percentile (100 the best)
1-year change in 12-month trailing operating EPS
1-year change in 12- month sales
1-qtr EPS growth, equal to the percentage change in latest quarters operating
earning per share versus same quarter last year
1-qtr sales growth, equal to the percentage change in latest quarter sales
revenue versus same quarter last year
Operating earnings yield
Value momentum percentile (100 the best)
Current profit margin on sales
Rev. 10/16/06
3
Acronym
PRM
VOL
SDR
MCI
QE1
QE2
QE3
QE4
QE5
QE6
QE7
QE8
PGD
YEI
FDI
SHB
FII
SCI
EFY
EMO
SMO
EUP
SQ1
SQ2
SQ3
SQ4
SQ5
QS1
QS2
QS3
QS4
QS5
QS6
QS7
QS8
SPM
SPH
PMO
HEY
HSY
Type
real
integer
real
integer
real
real
real
real
real
real
real
real
real
integer
integer
real
integer
integer
real
integer
integer
date
integer
integer
integer
integer
integer
integer
integer
integer
integer
integer
integer
integer
integer
real
real
integer
real
real
HEQ
real
HSQ
OEY
VMO
CPS
real
real
integer
real
Ford US Standard File Specification.doc
Ford Equity Research
US Standard File
Specification
Field Name
Current return on assets
Current return on equity
Current reinvestment on equity
Year and month of latest fiscal year-end report (e.g. yyyymm)
Year and month of latest quarterly earnings report (yyyymm)
Ford 2000 indicator (1=in index,0=not in)
NASDAQ 100 indicator (1=in index, 0=not in)
SIC Code
5-year operating EPS growth rate
3-year operating EPS growth rate
3-year sales growth rate
Alpha
Beta coefficient vs. S&P 500 (no hyperbolic tangent adjustment)
52-week high price
52-week low price
50 day moving average
200 day moving average
3-year annualized price change (%)
Price change month-to-date (%)
1-week price change (%)
1-day price change (%)
Daily share volume divided by 3-month average daily share volume
1-month average daily share volume
Date of quarterly income statement (yyyymm)
Total revenue - quarterly
Gross profit - quarterly
SG&A expense - quarterly
R&D - quarterly
Operating income - quarterly
Earnings before interest and taxes - quarterly
Interest expense - quarterly
Pretax income - quarterly
Income tax expense - quarterly
Net income from continuing operations - quarterly
Net income - quarterly
Date of annual income statement (yyyymm)
Total revenue - fiscal year
Gross profit - fiscal year
SG&A expense - fiscal year
R&D - fiscal year
Operating income - fiscal year
Earnings before interest and taxes - fiscal year
Interest expense - fiscal year
Pretax income - fiscal year
Income tax expense - fiscal year
Net income form continuing operations - fiscal year
Rev. 10/16/06
4
Acronym
RAC
REC
PLC
MFY
MFQ
F2I
NQI
SIC
EG5
EG3
SG3
ALP
BTA
H52
L52
FMA
TMA
PG3
PGM
PGW
PG1
DVP
AVL
ISD-Q
REV-Q
GPR-Q
SGA-Q
RND-Q
OIN-Q
EBT-Q
IEX-Q
IBT-Q
ITE-Q
NCO-Q
NET-Q
ISD
REV
GPR
SGA
RND
OIN
EBT
IEX
IBT
ITE
NCO
Type
real
real
real
date
date
integer
integer
integer
real
real
real
real
real
real
real
real
real
real
real
real
real
real
integer
date
real
real
real
real
real
real
real
real
real
real
real
date
real
real
real
real
real
real
real
real
real
real
Ford US Standard File Specification.doc
Ford Equity Research
US Standard File
Specification
Field Name
Net income - fiscal year
Depreciation & amortization - quarterly cash flow statement
Cash flows from operating activities - quarterly
Capital expenditures - quarterly
Cash flows from investing activities - quarterly
Cash flows from financing activities - quarterly
Change in cash & cash equivalents - quarterly
Depreciation & amortization - fiscal year cash flow statement
Cash flows from operating activities - fiscal year
Capital expenditures - fiscal year
Cash flows from investing activities - fiscal year
Cash flows from financing activities - fiscal year
Change in cash & cash equivalents - fiscal year
Balance sheet date (yyyymm) - quarterly
Cash and cash equivalents - quarterly
Short-term investments - quarterly
Net receivables - quarterly
Inventory - quarterly
Current assets - quarterly
Property play and equipment - quarterly
Goodwill - quarterly
Intangible assets - quarterly
Total assets - quarterly
Accounts payable - quarterly
Short term and current portion of long term debt - quarterly
Current liabilities - quarterly
Long-term debt - quarterly
Preferred stock - quarterly
Common stock equity - quarterly
Shares outstanding (from balance sheet) - quarterly
EBIT Margin (100 * EBIT / Total Revenue)
Asset turnover (total revenue/total assets)
EBIT ROA (100 * EBIT / total assets)
Interest burden (100 * interest expense / total assets)
Pretax return on assets (100 * pretax income / total assets)
Financial leverage (total assets / common equity)
Pretax return of equity (100 * pretax income / common equity)
Tax rate (100 * income tax expense / pretax income)
Tax retention rate (100.0 - tax rate)
Inventory turnover (total revenue / inventory)
Acid test ratio ( current assets less inventories / current liabilities)
Times interest earned (EBIT / interest expense)
Gross margin (100 * gross profit / total revenue)
EBITDA (earnings before interest, taxes, depreciation, & amortization
R&D as a percent of sales
Ford Investor Services' Unique identifier
Rev. 10/16/06
5
Acronym
NET
DEP-Q
COA-Q
CEX-Q
CFI-Q
CFA-Q
CCC-Q
DEP
COA
CEX
CFI
CFA
CCC
BSD-Q
CSH-Q
STI-Q
RCV-Q
INV-Q
TCA-Q
PPE-Q
GWL-Q
ITA-Q
TAS-Q
PAY-Q
STD-Q
TCL-Q
LDT-Q
PFD-Q
CSE-Q
BSO-Q
EBM
ATO
ERA
INB
PRA
FNL
PRE
TAX
TRR
ITO
ATR
TIE
GRM
EDA
RDS
UID
Type
real
real
real
real
real
real
real
real
real
real
real
real
real
date
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
integer
Ford US Standard File Specification.doc
Ford Equity Research
US Standard File
Specification
Field Name
Total liabilities - quarterly
Retained earnings - quarterly
3-month change (%) in indicated annual dividend
1-year change (%) in indicated annual dividend
3 year dividend growth rate (%)
Balance sheet date (yyyymm) - annual
Cash and cash equivalents - annual
Short-term investments - annual
Net receivables - annual
Inventory - annual
Current assets - annual
Property play and equipment - annual
Goodwill - annual
Intangible assets - annual
Total assets - annual
Accounts payable - annual
Short term and current portion of long term debt - annual
Current liabilities - annual
Long-term debt - annual
Preferred stock - annual
Common stock equity - annual
Shares outstanding (from balance sheet) - annual
Total liabilities - annual
Retained earnings - annual
Rev. 10/16/06
6
Acronym
TLI-Q
RTE-Q
HDQ
HDY
DG3
BSD
CSH
STI
RCV
INV
TCA
PPE
GWL
ITA
TAS
PAY
STD
TCL
LDT
PFD
CSE
BSO
TLI
RTE
Type
real
real
real
real
real
date
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
real
Ford US Standard File Specification.doc