Financial Education
Financial Education
Leppla Capital is committed to advancing financial education. Our CIO is a nationally known lecturer on the topics of financial literacy and practical financial training. He regularly teaches on topics such as budgeting, building cash flow and retirement forecasts, the impact of fees on returns, understanding the time value of money, the magic of compounding, macro-economic trends and securities market topics. We are pleased to spend time with your organization discussing any of these topics.
For students interested in the learning further about securities markets, we explain in simple terms the methodology behind Modern Portfolio Theory, Finding Your Efficient Frontier, and financial metrics including:
Fundamental Analysis
Generally defined as a method that examines financial and economic factors—such as the current finances of a company and its value in the prevailing economic environment—to determine whether the company’s future value is accurately reflected in its stock price.
Technical Analysis
Generally defined as a method of examining security price and volume movements as well as market trends in an attempt to identify patterns that suggest future security price activity.
Balance Sheet
Components of assets, liabilities and shareholders’ equity
Financial metrics:
- Cash Per Share
- Debt in most recent quarter (mrq)
- Debt/Equity (mrq)
- Current Ratio (mrq)
- Book Value
- Book Value Per Share (mrq)
Income Statement
Financial metrics:
Revenue (ttm – trailing twelve months)
Revenue Per Share (ttm)
Quarterly Revenue Growth (yoy - year over year)
Gross Profit (ttm)
EBITDA
Net Income Available to Common shares (ttm)
Diluted EPS (ttm)
Quarterly Earnings Growth (yoy)
Cash Flow Statement
Operating Cash Flow (ttm)
Free Cash Flow (ttm)
Levered Free Cash Flow (ttm)
Valuation Measures
Market Capitalization
Enterprise Value Trailing P/E
Forward P/E
PEG Ratio (5 yr expected)
Price/Sales (ttm)
Price/Book (mrq)
Enterprise Value/Revenue
Enterprise Value/EBITDA
Stock Price History
Beta
52-Week Change
S&P 500 52-Week Change
52 Week High
52 Week Low
50-Day Moving Average
200-Day Moving Average
Share Statistics
Avg Vol (3 month)
Avg Vol (10 day)
Shares Outstanding
Float
% Held by Insiders
% Held by Institutions
Shares Short
Short Ratio
Short % of Float
Shares Short (prior month)
Dividends & Splits
Forward Annual Dividend Rate
Forward Annual Dividend Yield
Trailing Annual Dividend Rate
Trailing Annual Dividend Yield
5 Year Average Dividend Yield
Payout Ratio
Dividend Date
x-Dividend Date
We support early age Financial Education –
Leppla Capital annually contributes 3% of revenues to support Financial Education programs for secondary school students across the country.
We believe that early financial education and training is a critical component of reducing income inequality and building a successful society.