Company Profile

Company Profile is a thinkorswim feature based on Trefis data* that gives you an insight into what drives a certain stock’s value and enables you to create your own forecast of the stock’s price based on various parameters. These parameters are business-specific and based on both internal and external factors: the set of parameters is almost never the same for different companies. Available for a number of symbols, Company Profile provides you with essential information on the corresponding company and allows you to simulate different hypothetical scenarios.

The Company Profile feature is available from the following interfaces:

  • Trade -> All Products. Click Company Profile in the header.
  • Use the News gadget. Click on a symbol and then click Company Profile in the gadget header.
  • Live news gadget. Type in a symbol and then click Company Profile.
  • Watchlists. Right-click on a symbol and choose More info on -> Company Profile.
  • Analyze -> Fundamentals. Type in a symbol to view company’s essential information and details provided by Trefis. Forecasting functionality is not available in this interface.

Note: not all symbols can be viewed in Company Profile. You can view a watchlist of all symbols for which the Company Profile is available: to do so, choose Company Profile in the watchlist selector.

The Company Profile window is divided into two parts: What Drives the Stock and Company OverviewCompany Overview is a Trefis report that covers subjects like Valuation HighlightsPotential Upside and Downside to Trefis PriceBusiness SummarySources of Value, and Key Trends.  The data in this overview will help you develop hypothetical scenarios that can be simulated in the What Drives the Stock section.

The first thing you see in What Drives the Stock is an interactive diagram of business divisions of the company whose stock you are researching. Each division is represented by default as percent of market capitalization and their block sizes are proportional to this percentage. To view it as estimated values, choose the corresponding option from the Show dropdown above. The whole diagram is accompanied by a Trefis price estimate and its difference from the current market price. A large difference between the Trefis estimate and the market price might suggest that the stock is somewhat mispriced by the market.

Click on a division to view available forecasts related to it. For example, clicking on the division responsible for cellphone production will provide you with forecasts of phone pricing or the number of phones sold. Note that some of the divisions have sub-divisions, for example, computer production may also suggest software and services or peripherals. In this case, the forecasts are displayed separately for each sub-division.

Clicking on a forecast will display a plot of the value being analyzed: its timespan normally includes five years before and seven years after the current date. Each forecast can be modified: drag the handles and watch the forecast change. By default, smooth editing is enabled (dragging any handle will move other handles along with it). To turn off the smooth editing so that the handles may be moved independently, click on the "graph"  icon above the forecast.

Modifying the forecasts may affect the division diagram and the estimated price. If any of the forecasts is modified, the system will display Your estimated price which may be different from the Trefis estimate and/or current market price. To reset the modified forecast, click the "revert"  icon above the forecast.

*Trefis and TD Ameritrade are separate and unaffiliated companies each responsible for their own policies and procedures.

The Use The News gadget is a popular thinkorswim tool designed especially for users who prefer trading on the news. It allows the traders not only stay informed on the most important news, but also to trade directly from it. Like all other gadgets, Use The News can be displayed as a section of the left sidebar or a separate window (see the Left Sidebar article for details).

Reading all the available news stories can be overwhelming sometimes, so we addressed this problem by offering you the Categories functionality. It allows you to filter the news feed so that you only see and use the news stories that fall into the selected categories. You can customize the list of categories by clicking on the 'tag' button in the gadget header.

In the dialog window, you will see a list of categories broken into five groups, each having a unique color:

- The News Movers group (brown) encompasses all symbols that seem to be making moves. Using categories from this group will display the news stories based on which moves exactly you would like to see in your feed. For example, the Most Active category will look for symbols with the highest volume in the pre-market, Pre-market will only keep symbols that had moves in the pre-market. You can also filter the symbols based on the instrument type they belong to, their price action, or time of day when they were active.

- The Event Activity group(purple) is all about symbols that are making moves on certain events. News stories in these categories are provided by third-party analysts and are based on many types of events: upgrades, downgrades, initiates, conference calls, and many more.

- The Trading Activity group (green) categorizes stories that represent potential trading ideas. For example, selecting the Opening Bell Momentum category will capture stocks that have been on the move with a potential reason for that move as well as analytical foundation for support and resistance levels.

- The Sector Summary group (yellow) will help you decide which sector moves the markets. Categories in this group represent specific sectors of the financial market.

- The Commodities group (blue) represents sector-specific news on commodities. As of now, commodity sectors covered by this group are:  Gold and Metals, Oil, Natural Gas, Manufacturing, and Mining.

Once you have selected all the categories that are interesting to you, click Save& Close. In the gadget pane, you will see all the selected categories shaded in colors corresponding to the groups they belong to. Each category displays the number of news stories relevant to it. Clicking on each category will open a watch list populated with symbols featured in the stories.

In this watch list, you can view the news stories corresponding to symbols that made it into the category. In order to open a story, click on the triangle  at the end of the symbol line. This will bring up the news window; clicking on the title there will display the full story.  The watch list can be used the same way as all other watch lists across the application (see the Watch Lists article for details). For example, consider saving it as a static personal watch list so that you will be able to re-use it later on along with other watch lists.