US 2006/0224486 A1 · Method and system for generating a valuation metric based on growth data factors

Abstract

The present invention relates to a system, method and apparatus for evaluating a variety of financial information, determining a valuation metric, and distributing the valuation metric to system users. The valuation metric distribution may be configured by an administrator for automatic distribution of the valuation metric to system users. Alternately, a system user may log onto a central server to access the valuation metric, based on administrator defined or user-customized system data. The valuation characteristic provides a system user with a metric that may be used to assist in allocating the user's financial resources. The metric is determined by analyzing three main types of financial indicators, specifically an earnings-yield factor, an interest factor and a growth indicator.

Claims36

Dependent claims

A system for distributing a financial valuation metric comprising:

a memory device;
and
a processor disposed in communication with the memory device, the processor configured to:
designate system characteristics including an interest percentage factor, an earnings-yield factor, and a growth rate factor;
determine the financial valuation metric based on the factors according to the formula:
valuation metric=Earnings Yield+Growth Rate−Interest Rate;
and
distribute the determined metric to a system user for use in determining an investment strategy and analyzing an investment portfolio.

5 more elements

Dependencies are inferred from the claim text.

Method and system for generating a valuation metric based on growth data factors

Life of this patent

Method and system for generating a valuation metric based on growth data factors

Life of this patent

Abstract

Claims36