EBITDA Portfolio Dashboard

Total Companies

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EBITDA Trend Distribution

Disclaimer: This information is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.

Data Sources: Financial data from SEC EDGAR filings (10-K, 10-Q). Stock prices from Yahoo Finance (2 years daily data).

EBITDA Calculation: Earnings Before Interest, Taxes, Depreciation, and Amortization. For industrial companies, calculated as Operating Income + Depreciation & Amortization. For financial companies (banks, insurance), uses Pre-Tax Income as a proxy since traditional EBITDA doesn't apply.

EBITDA Y/Y Trend (Smoothed): Measures the average annual change in EBITDA using a 2-period moving average. Expressed in billions per year. Positive values indicate growing earnings, negative values indicate declining earnings. Strong trends are >$1B or <-$1B per year.

Portfolio EBITDA Overview