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PEND Method of Equity Valuation

A stock-screening method outlined in Forbes magazine in 1988 addresses this issue by adding two numbers to the traditional PE analysis.
The PEND method, uses simple arithmetic to discover shares likely to outperform the market.
The PEND method is powerful, yet straightforward. It needs just four numbers to analyze a stock. The numbers are available in the financial sections of newspapers or from stock-market websites. They are; Share Price, Earnings, Net Tangible Assets (NTA) and Dividend.
Net Tangible Assets per share is also called Book Value by some. NTA is the total value of a company's assets, excluding intangibles such as goodwill and trademarks. Its inclusion is crucial to PEND because it provides us with a way of assessing how well a company is using its assets - something a simple PE ratio cannot do.
From the four numbers above, PEND calculates three figures that instantly tell us whether a stock is attractive compared with run-of-the-mill stocks. The first number we call Performance, the second we call Reinvestment and the third, Sum, is found by adding the Performance and Reinvestment numbers.

1. Performance
Performance tells us whether the company is earning enough money (compared with its share price) to interest us.
Performance = 100 x (Earnings + Dividend) / Share Price

2. Reinvestment
Reinvestment tells us whether the company is earning a good enough return on its assets and whether enough of that return is being plowed back into the business. This is essential for growth. The stock market is heavily biased towards rewarding growth companies.
Reinvestment = 100 x (Earnings - Dividend) / NTA

3. Sum
Sum tells us whether a company's overall finances are better than normal.
Sum = Performance + Reinvestment
By studying the history of outstanding companies, we have learned to demand that Performance should be higher than 9, Reinvestment higher than 7, and Sum higher than 24.
And there you have it, PEND. Use it wisely and beat the market.

Using an online calculator, at http://www.investingator.org/PEND-stock-investing.html you can find the PEND rating for any stock you like.

Comments

  1. I think all above points will prove to be very useful in equity evaluation. Formulas mentioned above will give us the proper stats of our investment. There is also a Private Equity fund software which is really very popular so, using together both the tools it will be very convenient in equity evaluation.

    ReplyDelete
  2. Thanks for this splendid reorganization. This Cost-effective planning finance calculator system ids very useful to perform Cost-effective planning calculations. Particular Cost-effective Solutions have awesome encounter across various industry times, extensive awesome cost-effective commitment, non-traditional allowing for and a problem-solving technique.

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