The following metrics are now only available on the premium version of this tool:
- Reset Date.
- Reset (Yield | Dividend).
- Blended (Yield | Dividend). A (What If) scenario. It represents the blended yield and dividend for the current issue. It should only be used as a reference. It is not meant to show actual returns for Yield/Dividend. This metric has merit only when applied across all issues being considered.
- Rate Change Percent.
- Rate Change To Value.
- New Spread Change.
- New Spread Value. This reflects the effect or the current price on the issue spread of the preferred. It shows the effective new spread of the share due to its drop or rise of its share value
- Short Position.
- Additional Features.
- Years To Double Initial Investment.
- Outstanding float. This is the outstanding float for this preferred.
- Market Cap In Bilions.
- Common Stock P/E Ratio.
- Common Stock P/B Ratio.
- Common Stock Yield. Current yield of the common. Should be considered if preferred yield is lower.
(EST: UTC-05:00)Last Updated: Market Data 2025-May-05 16:39, Model Metrics 2025-May-05 16:45
The following metrics are now only available on the premium version of this tool:
- Reset Date.
- Reset (Yield | Dividend). Represents the yield and dividend for the current issue after the upcoming reset. For this calculation it’s assumed the key rates are going to be the same as todays published rates. The reset yield is the sum of the key rate for the base term (5YR, 3Month, etc) plus the published spread. Since we do not know what the key rate will be at the time of the reset we assume its going to be the same as today. The ability to use a different set of rates during this caclulation is planned for a future release.
- Blended (Yield | Dividend).
- Rate Change Percent.
- Rate Change To Value.
- New Spread Change. It shows the effect or the current price on the issue spread of the preferred. It shows the percent increase/decrease of the new spread
- New Spread Value.
- Short Position.
- Additional Features.
- Years To Double Initial Investment. How many years will it take for the initial investment to double.
- Outstanding float.
- Market Cap In Bilions.
- Common Stock P/E Ratio.
- Common Stock P/B Ratio.
- Common Stock Yield.
(EST: UTC-05:00)Last Updated: Market Data 2025-May-05 16:39, Model Metrics 2025-May-05 16:45