PDF Guide to using Bloomberg printout
Guide
to
using
Bloomberg
printout
If
you
have
access
to
a
Bloomberg
terminal,
you
can
print
off
data
and
information
on
your
company
in
a
standardized
format.
I
use
six
printouts
from
Bloomberg,
amounting
to
10
pages,
to
get
all
the
information
I
need
for
any
company:
Packet
Bloomberg
Description
Page
#
Printout
1
HDS
Largest
stockholders
in
company
2
BETA
Beta
Regression
3--7
DES
Company
description
8
FA
Financial
Summary
9
CRPR
Bond
Rating
(if
available),
Bloomberg
Default
Page
(if
not),
Blank
(in
some
cases)
10
DDIS
Debt
Due
Distribution
Since
there
is
a
lot
of
information
on
these
10
pages,
I
have
listed
the
items
that
you
will
generally
use
in
valuation
or
corporate
finance.
You
can
find
the
item
on
the
specified
page.
Description
1. Company
symbol
&
country
of
listing
&
Reporting
Currency
2. Stock
price
on
date
of
print
out
3. Source
for
holdings
data
4. Largest
stockholders
(Name)
5. Number
of
shares
held
by
stockholder
6. %
of
Outstanding
stock
held
by
stockholder
7. Change
in
holding
(#shares)
since
last
filing
8. Currency
for
returns
9. Index
used
in
beta
regression
10.
Period
of
regression
11.
Return
interval
used
over
regression
period
12.
Regression
beta
13.
Adjusted
Bloomberg
beta
14.
Intercept
from
regression
15.
R
squared
&
Correlation
16.
Standard
Error
of
Beta
17.
Bloomberg
estimates
of
current
&
forward
PE/EPS
18.
Bloomberg
sector
category
19.
Bloomberg
company
description
20.
Dividend
Yield
21.
Market
Capitalization
(Market
value
of
equity
of
all
shares)
Bloomberg
Page
HDS
HDS
HDS
HDS
HDS
HDS
HDS
BETA
BETA
BETA
BETA
BETA
BETA
BETA
BETA
BETA
DES
Page
1
DES
Page
1
DES
Page
1
DES
Page
1
DES
Page
1
22.
Number
of
shares
outstanding
&
float
(traded
shares)
23.
Number
and
%
of
shares
held
by
institutional
investors
24. %
of
Shares
held
by
institutions
25.
Bloomberg
estimates
of
market
multiples
(also
see
#17)
26.
Interest
coverage
ratio
(Bloomberg
estimate)
27.
Dividend
Payout
ratio
(Bloomberg
estimate)
28.
Dividend
Yield
(Bloomberg
estimate,
also
see
#20)
29.
ROE
&
ROC
(Bloomberg
estimate)
30.
Geographic
breakdown
31.
Business
breakdown
32.
a.
Trailing
12
month;
b.
Reporting
Currency
33.
Revenues/Sales
34.
Interest
Expenses
35.
Depreciation
&
Amortization
36.
Book
Value
of
Interest
Bearing
Debt
37.
Operating
Income
or
EBIT
38.
Cash
&
Marketable
Securities
39.
Weighted
Maturity
of
Debt
(if
reported
in
financials)
40.
Book
Value
of
Equity
41. Capital
Expenditures
(Accounting
definition)
42. Cash
spent
on
acquisitions
(does
not
include
stock
paid)
43.
Operating
lease
expense/commitments
(if
reported)
44. Management
options
(#,
exercise
price),
if
reported
45. Cash
dividends
paid
46.
R&D
expenditures
(from
income
statement)
47.
Stock
Buybacks
48.
Change
in
non--cash
WC
49.
Increase
&
Decrease
in
LT
Debt
50.
Change
in
ST
Borrowing
51. Bond
rating
(if
available).
If
not,
you
may
get
a
Bloomberg
distress
probability
page
or
just
a
blank
one.
52.
Debt
maturity
(if
available)
DES
Page
1
DES
Page
2
DES
Page
2
DES
Page
3
DES
Page
3
DES
Page
3
DES
Page
3
DES
Page
3
DES
Page
4
DES
Page
4
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
FA
CRPR
(second
to
last
page)
DDIS
(last
page)
If
you
are
interested
in
the
customized
FA
page,
it
is
simple
to
create
within
Bloomberg's
conventional
FA
page.
Just
click
on
custom
and
create
the
display
items
that
you
want.
1. Company symbol & country of listing & Reporting Currency
2. Stock price on date of print out
3. Source for data. 13F for US stocks is a filing for institutional investors with SEC
4. Largest stockholders
5. Number of shares held
INTC US $ T 20.95 +.38 ?~--~ ...._,. /???--? Q20.94/20.95X
..... At 15:37 d Vol 34,407,558 0 20.68K H 20.998 L 20.570
INTC US E uit I
25) Settings
I 99) Feedback I
170x274 6. % of outstanding Val 716.53s5tMock
Holdings: Current I
Intel Corp
DCurrent ]) Historical
3) Matrix
4) Ownership
5) Transactions 6) Options 2'1J Delete
CUSIP 45814010 7. Change since last filing
2. "STATE STREET CORP
STATE STREET CORPORA 13F
). MOORE GORDON EARLE
n/a
Fonn 4
4. BLACKROCK INSTITUTIONAL BLACKROCK INSTITUTIO 13F
5. ?r,; BANK OF NEW YORK MELLON BANK OF NEW YORK MEL 13F
6. ,:;; INVESCO LTD
INVESCO LTD
13F
7. ?r.: NORTHERN TRUST CORPORA NORTHERN TRUST CORP 13F
s. WELLINGTON MANAGEMENT C WELLINGTON MANAGEME 13F
t. ""HARRIS ASSOCIATES LP HARRIS ASSOC LP
13F
II. "'STATE FARM MUTUAL AUTO I STATE FARM MUTUAL AU 13F
ll. ;;; BLACKROCK FUND ADVISORS BLACKROCK FUND ADVIS 13F
12. rrCAPITAL RESEARCH GLOBAL CAPITAL RESEARCH GLO 13F
13. "BANK OF AMERICA CORPORA BANK OF AMERICA
13F
14. ?,:;;JP MORGAN CHASE & CO JP MORGAN CHASE & CO 13F
15. ?,:;; BLACKROCK GROUP UMITED BLACKROCK GROUP LIMI 13F
16. r.: GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP 13F
17. GEODE CAPITAL MANAGEMEN GEODE CAPITAL MANAGE 13F
lS. NORGES BANK
NORGES BANK
13F
y y y
%Out
220,003,630 207,444,400 172,992,357 137,727,937
99,851,707 81,124,057 75,952,069 68,923,843 60,814,975 50,818,200 49,827,833 43,330,000 39,910,784 39,131,509 38,635,294 37,607,629 37,031,150 36,583,946 69.83
4,226,795 09/30/12 i.t!.
4.17
9,862,787 09/30/12 i.t!.
3.48
-1,255,200 03/02/05 .!:!.
2.77
5,194,143 09/30/12 i.t!.
2.01
3,835,136 09/30/12 .!:!.
1.63
-594,709 09/30/12 ,f!
1.53
815,711 09/30/12 1!!
1.39
3,181,891 09/30/12 1!!
1.22
912,749 09/30/12 .!:!.
1.02
0 09/30/12 ,f!:
1.00
4,167,563 09/30/12 i.t!.
0.87
-8,426,600 09/30/12 ~
0.80
2,625,382 09/30/12 ,f!
0.79
8,111,352 09/30/12 i.t!.
0.78
2,543,644 09/30/12 i.t!.
0.76
19,818,150 09/30/12 i.t!.
0.74
369,927 09/30/12 i.t!.
0.74
-62,971 12/31/11
Zoom
Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Hong Kong 852 2977 6000
Japan 81 3 3201 8900
Singapore 65 6212 1000
U.S. 1 212 318 2000
Copyright 2012 Bloomberg Finance L.P.
SN 636136 EST GMT-5?00 6509-5157-0 18-Dec-2012 15?52?25
Things to watch out for If you have multiple listings for the same company (say class A and class B stock), remember that this page contains only the % of shares for the class in question and not of all outstanding shares. The data for this page comes from public filings (in the US, from the SEC). Therefore, it is only as good as the public information is.
If you are using a Bloomberg terminal, the shaded inputs can be changed from the defaults. You can use a different index, a different time period, a different return interval and switch to different currencies.
9. Index used for regression. If set at
Bloomberg default, it will be the domestic
country equity index. It can be changed to any
8. Currency for
index. (NFT: MSCI Global Index)
returns
10. Period of regression. Can change start & end.
11. Return intervals for regression period. Can be daily, weekly,
monthly, quarterly.
INTC US$ T 2 0 .945 +.375 ?-? ??~,,? /?"?- X20.94 / 20.95Q
322x45
..... At 15 :37 d Vol 34 431 284 0 20 .68K H 20. 99B L 20. 57D Val 716.983M
Relative Index
15t" Linear
H
Range
rr- seta +/- r Non-Parametric
Period
Y = INTEL CORP
12 1 JO?
a~I
6-?
?.'
~ 4"':::>
. v
~
>
?2
0
0 0
o~
o?
~
0
o
X = S&P 500 INDEX
!Item Raw BETA Adjusted BETA ALPHA( Intercept) R" 2( Correlation"2) R(Correlation) Std Dev of Error Std Error of ALPHA Std Error of BETA t-Test Significance Last T-Value Last P-Value Number of Points
Valu~
1.006
1.004
-0.099 0.487 0.698 2.500 0.247 0.103 9.787 0.000 0.900 0.815
103
., ,. ~-. , . , Iii,.,.....,..., i!i ~ .~ ? F'f :?.. ~ , .-. ,. ,..., .. ,. . * Last Observation
?8
?6
?4
.
4
0
8
X?SPX I ncle~
Australia 61 2 9777 8600 Brazil 5511 3048 4500 Europe 44 20 7330 7500 Germany 49 69 9204 1210 Ho ng Kong 852 2977 6000
Japan 81 3 3201 8900
Singapore 65 6212 1000
U.S. l 212 318 2000
Copyright 2012 Bloomberg Finance L.P .
SN 636 136 EST GMT-5 , 00 G509-5157-0 18-0ec - 2012 15 , 52 , 30
12. Regression beta is 1.006
13. Adjusted beta = Regression beta (0.67) + 1.00 (0.33)=1.006(.67) +.33=1.004
14. Intercept from regression. This is in percent (-0.099%)
Number of data points in regression
15. R Squared and Correlation from regression in decimals. R sq = 48.7%; Correlation = 69.8%
16. Std Error of Beta is 0.103 67% confidence: 1.006+0.103 - 1.006-0.103 95% confidence: 1.006 + 2(0.103) - 1.006 - 2(0.103)
18. Bloomberg's sector categorization 19. Bloomberg's company description
4
17. Bloomberg's estimates of current PE, forward PE, trailing EPS, forward EPS and PEG (PE/Expected growth rate)
20. Dividend yield = Dividends per share/ Current Price
INTC US Equity
98) Report 99) Feedback I
IPage 1/41 Description: Profile I
1) Profile
2) Issue Info
3) Ratios
4) Revenue & EPS
INTEL CORP
5) Semiconductor Devices (CCB)
Intel Corporation designs, manufactures, and sells computer components and related products.
The Company's major products include microprocessors, chipsets, embedded processors and
microcontrollers, flash memory products, graphics products, network and communications
products, systems management software, conferencing products, and digital imaging products.
[BBGID BBGOOOCOGlDl]
6) Price Chart (GP
nEarn (ERN) 8) Est EE) lD Car orate Info
t Date Aft-mkt (C) 01/17/13 12)
2 P/E ~i"'28.00 ??00
?
8.99 Santa Clara, CA, Umted States
~24.oo Est P/E 12/12
9.94 Empls 104 700 (09/29/12)
~z2.oo T12M EPS (USD)
2.33 13) Mana ement (MGMT
tzo.oo Est EPS
~
.ll;llCl2
??--~-..--~i;c?? Est PEG
2.11 14) Andy D Bryant 0.94 Chairman/Exec VP /CAO
Px/Chg 10 (USO) 20.945/+1.82%
15) Paul S Otellini
52 Wk H (05/02/12)
29.27 10) Dividend (DVD
President/CEO
52 Wk L (11/21/12)
19.23 Ind Gross Yield
4.30% 16) Stacy Jared Smith
YTD Chan e/% Mkt Cap (USD)
-3.305/-13.63% SY Net Growth 104,222.3M Cash 11/05/12
14.09% Exec VP /CFO ~~~--""-~~~~~~~~ 0.225 17) 12M Total Ret (TRA) -6.72%
Shrs Out/Float 4,976.0M/4,799.SM
Beta vs SPX
1.00
SI/% of Float
220.SM/ 4.59%
19) Depositary Receipts
Da s to Cover
3.6
Australia 61 2 9777 8600 Brazil 5511 3048 450'-0~E~ur~op~e~4~4~2~0~73~30~75~00~G~e~rm~an~y-'49 69 9204 1210 Hong Kong 852 2977 6000
Japan 81 3 3201 8900
Singapore 65 6212 1000
U.S. 1 212 318 2000
Copyright 2012 Bloomberg Finance L.P.
SN 636136 EST GMT-5:00 6509-5157-0 18-Dec-2012 15:52:38
21. Market capitalization (Market value of equity) If there are multiple classes of shares, this is the aggregate market value of all classes
22. Number of shares outstanding & Number of shares that are available for trade (float). If there are shares held by founder/family that don't trade float < outstanding shares
23. Number and %
of outstanding shares held by institutions
24. % of outstanding shares held by insiders (management, individuals who own >5%, directors
INTC US $
l 20.95
+.38
-,~, ..._,,.
... ~" Y'"
X20.94/20.9SP
320x29
..... At 15 :37 d Vol 34,443,847 0 20.68K H 20.998 L 20.570 Val 717 .281M
INTC US Equity
I 98) Report I 99) Feedback I
I I I Page 2/4 Description: Issue Info
1) Profile
2) Issue Info
3) Ratios
4) Revenue & EPS
~~_P_u_hl_ic_O_f_fu_n_?n~g:s~(C_A_C_S)~-----------~8)Insti~tion~HoWi~(OWN)
Initial Public Offering 10/21/71, Common Stock
# of Inst. Owners
2,650
Shares Off/Split Adj 350.00k/33.60M
Shares Owned
3.3B
Share Price/Split Adj $ 23.50/0.24
Shares Out/Float 66.3%/68.8%
Lead Manager
Unterberg Towbin & Co
#of Buyers/Sellers 1.0171 ................
................
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