Insiders

Insider transactions and holdings can provide significant insight and alpha generating signals. Our data identifies how and why an insider transaction has occurred, the position of an insider within a company, the type of transaction and size of trade vs. position. This allows O R T E X to strip out all the noise and create unique conclusions on the significance of every insider transaction. We have ranked insiders on past performance, so you can understand how effectively they typically trade.

EPS / Momentum

Earnings multiples are the foundation for most stock prices. O R T E X EPS momentum tracks analyst's upgrades and downgrades of stock estimates, using the most accurate intra-day data. O R T E X provides a unique insight into corporate EPS growth to show acceleration and deceleration vs. the share. This often highlights alpha generating ideas as it enables you to analyse how much earnings estimates determine a stock price.

Analysts

It is crucial to understand the views of analysts specialising in your stocks. ORTEX provides timely and accurate, up to the minute analyst recommendation changes and Target price/estimate changes. ORTEX have rigorously ranked equity analysts globally, using a comprehensive and unique methodology so you can understand which analysts are worth following and what likely impact their estimate changes will have (ranked by a stock, sector or region). ORTEX provides an invaluable overview and analysis of analysts views, recent changes, trends, and consensus numbers.

Commodities

Commodity movement can have a substantial underlying impact on a stock. O R T E X evaluates the significant relationships between specific stocks and commodities, allowing you to identify and understand any critical implications.

Macro

Macro data points can be important leading indicators for a stock. O R T E X macro events include all relevant Macro data points that may affect stocks in your selected region. See times of release and details, including consensus expectations. O R T E X displays an intuitive calendar view of upcoming Macro events and can also highlight the stocks most exposed to a surprise from consensus.

Close Peers

Identifying the closest peers to the stocks you care about and tracking any divergence is a crucial task in understanding your stock. We break every stock down by up to nine sub-sectors within a core sector to provide very relevant sector peers for the most accurate comparison. We also measure levels of the dynamic correlation across all sectors. This is very useful in identifying, for example, overnight stock moves that should affect stocks in your universe.

Yield

Dividend analysis highlights whether a stock's yield is exceptionally high or low compared to the two-year historical range of industry average using 12 month forward consensus of analyst estimates. There is also earnings and cash cover analysis to show whether the forecast dividends are at risk. You can analyse historical data and see all key dividend dates.

News

O R T E X accesses more than 11,000 news sources, filtering out the noise to bring you the most relevant content, quickly and efficiently. We also enable users to filter for company-specific news as required.

Holders

Who is buying or selling a significant percentage of a company can be a crucial element in identifying what's happening and why a stock might be behaving unusually. O R T E X Ownership Changes highlights the latest, most substantial holdings changes in your region. We have analysed historical holder, so you can understand the likely impact individual holder transactions will have.

O R T E X Underlying Listed Holdings tracks all the listed companies that own parts of other listed companies so that users can understand the potential divergence of this relationship and understand the impact that underlying listed holdings should have.

Valuation

Current (daily) and accurate valuation using efficient and logical methodology is a crucial metric in understanding a stock. We have created unique O R T E X valuation data, which shows the 12 months forward est. vs. both the 2-year industry average and the companies own 5-year historical valuation. This allows a clear snapshot of a company's relative current valuation. Information is based on accurate and timely financial data. The most relevant valuation metric for each sector is used on the overview screen and further analysis for historic and forecast years and a variety of other valuation metrics in both table and chart format are available.

Technical Signals

O R T E X intuitively displays the historical relationships (over 10 years) between stock returns and several the major technical indicators for a stock; RSI levels, Stochastic, Bollinger band, and MACD. You can evaluate current levels on the chart and see where previous triggers have fired our ALPHA signals.

Financials

O R T E X has vast amounts of historical and estimated financial data so users can investigate trends and understand analysts consensus figures and forecasts for upcoming events.

Company Events

It is crucial to identify upcoming Company events and understand what they mean for your stock. ORTEX Company Events shows release times and details of all events in your region, including results, conference calls, roadshows, CMD's, traffic figures, tradeshows, company press conferences, and 20+ more event types. Click in for an intuitive calendar view of all events. Click on a company to understand how the stock has historically traded before, during, and after a specific event.

Currency

ORTEX highlights the relationship between stock returns and currency fluctuations shedding light on a company's overall currency exposure. Investors can easily track trends and identify how significant an fx move is for overall company exposure as a percentage of geographical revenue.