Our Analysis and Financial Data Sources

The data which powers Simply Wall St is provided by our partners S&P Global Market Intelligence LLC. Unlike competitors our coverage is fully global with no difference in our coverage by market. S&P not only collect the data from a range of sources but also review and normalize it, normalizing the data allows us to do apples-to-apples comparisons between companies. Unless specified we generally use Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data, this helps us avoid seasonality in company results, makes data more consistent and comparable, is the same data used in valuation metrics whilst still being up to date.

We currently use end of day market prices and not real time or delayed. Our reports are design to be used by long term investors who are not attempting to ‘time’ the market.

Normalizing the financial data and updating our models means our reports can take anywhere from a few hours to a day represent any new results, we aim to have the latest analysis available as soon as possible.

Below are examples of the data used:

Package Timeframe Data Example US Source*
Company Financials 10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates +3 years
  • Forecast financials
  • Analyst price targets
  • Forecast dividends
Market Prices 30 years
  • Stocks prices
  • Stock splits
  • Dividends
  • Corporate actions
  • IPO and listing changes
Ownership 10 years
  • Top shareholders
  • Insider trading
  • Shareholder movement
Management 10 years
  • Leadership team
  • Board of directors
Key Developments 10 years
  • Company announcements
  • Company events
Revenue Segments 10 years
  • Geographical revenue breakdown
  • Product revenue breakdown

*example for US securities, for non-US equivalent regulatory forms and sources are used

Analysis Model and Snowflake

Snowflake analysis modal

Details of the analysis model used to generate our research reports is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Our model is frequently being updated and improved, any changes will be mentioned in our changelog.

Feedback on our data

Please visit our Help Center for more information or submit your feedback.