NeoAlpha Research

Glossary

Core Platform terms. Tooltips in-product will reuse this language.

NeoAlpha Score

Composite 0–100 score from six equal-weight factors. Pro-only in the Platform UI.

Tier

Letter band (S/A/B/C/D/F) derived from the NeoAlpha Score for quick visual grading.

Hex Factor Map

Six-factor radar comparing a ticker to industry and universe averages when peers allow.

Industry Rank

Relative position within the ticker’s GICS L2 industry among scoreable peers.

Sector Rank

Relative position within the ticker’s GICS L1 sector among scoreable peers.

Under Review

Escudo data-quality flag. Last valid snapshot may still display; treat with caution.

P/E

Price-to-earnings ratio — market price divided by earnings per share. Lower can imply cheaper valuation (context matters).

P/S

Price-to-sales — market cap (or price) relative to revenue. Useful when earnings are volatile or negative.

P/B

Price-to-book — market value versus accounting book equity.

EV/EBITDA

Enterprise value divided by EBITDA — valuation multiple less sensitive to capital structure than P/E.

FCF yield

Free cash flow divided by enterprise value (or market cap, depending on series). Higher suggests more cash generation per dollar of value.

ROE

Return on equity — net income relative to shareholders’ equity. Quality signal when sustainable.

ROIC

Return on invested capital — operating return on capital employed in the business.

Gross margin

Gross profit as a share of revenue. Reflects pricing power and cost of goods.

Op. margin

Operating income as a share of revenue. Captures core business profitability after operating costs.

Net debt/EBITDA

Net debt relative to EBITDA — leverage / balance-sheet health proxy. Negative can mean net cash.

Current ratio

Current assets divided by current liabilities — short-term liquidity check.

Quick ratio

Liquid assets (ex-inventory) over current liabilities — stricter liquidity than current ratio.

Equity multiplier

Assets / equity — leverage gauge. Higher means more assets financed by debt.

Cash to assets

Cash and short-term investments as a share of total assets — balance-sheet liquidity cushion.

Div. yield

Annual dividend per share divided by price. Income signal; not a total-return guarantee.

Payout ratio

Dividends as a share of earnings. High payouts can signal income focus or limited reinvestment.

AVWAP

Volume-weighted average price from a chosen anchor (e.g. year-to-date). Used as a fair-value reference on the chart.

RSI

Relative Strength Index — momentum oscillator typically on a 0–100 scale. Common bands: overbought near 70, oversold near 30.

MACD

Moving Average Convergence Divergence — trend/momentum indicator from the gap between fast and slow moving averages.

Quality

NeoAlpha factor: profitability and balance-sheet quality metrics scored relatively in-universe.

Momentum

NeoAlpha factor: price and relative-strength persistence across horizons.

Growth

NeoAlpha factor: revenue, earnings, and cash-flow growth characteristics.

Value

NeoAlpha factor: valuation multiples and cash-flow yield attractiveness vs peers.

Predictability

NeoAlpha factor: earnings and fundamental stability / forecastability.

Shareholder Focus

NeoAlpha factor: capital return via buybacks/dividends and dilution discipline.

Tutorials

Short paths into Score, Screener, and Watchlist workflows.

• Reading the Stock Score Header

  Score, Tier, Hex, and factor bars at a glance.

• Building a screen with AND filters

  Presets, thresholds, and CSV export on Pro.

• Watchlist limits on Free vs Pro

  Ten tickers without scores on Free; unlimited with scores on Pro.