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:
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.
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.
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)
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)
Operating Cash Flow (ttm)
Free Cash Flow (ttm)Levered Free Cash Flow (ttm)
Market Capitalization Enterprise Value Trailing P/EForward P/E PEG Ratio (5 yr expected) Price/Sales (ttm)Price/Book (mrq)Enterprise Value/RevenueEnterprise Value/EBITDA
Beta52-Week Change S&P 500 52-Week Change 52 Week High 52 Week Low50-Day Moving Average 200-Day Moving Average
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)
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.