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High quality data is the core to Simply Wall St and we use the best. Our data is updated every 6 hours from S&P Global Market Intelligence. This level of financial data is not normally available to consumers for less than $8,000 a year.
What financial data does Simply Wall St use in its analysis?
Past financials (Income statement, Balance sheet and Cash flow) from the last 5 years
Future estimates (EPS, Revenue, Net income and Cash flow) from up to 60 analysts per company for the next 3-5 years
Market Ratios, Dividends and Industry averages
Management and board of directors data including compensation and insider trading
We do the hard work for you by running every company through our holistic analysis model. Our model seeks to identify long term value, growth or income investment opportunities. Over 1,000 data points are used in the analysis and the entire model is public meaning you can learn and understand why we chose each metric.
About the analysis
Value: The fair value of the company's shares, and how that value compares with the current share price, other companies and the stockmarket.
Discounted cash flow
Market ratio analysis compared to industry and market
Future performance: Anticipated future financial performance based on analyst forecasts.
Future earnings growth
High growth potential based on Revenue, Cash flow and Net income
Past performance: The historical financial performance of the company.
Past Earnings growth compared to the industry and the long term growth rate
Return on equity, assets and capital employed
Health: The financial strength of the company's balance sheet.
Balance sheet analysis
The level of debt and its affordability
Dividends: The dividend being paid, and the sustainability of the dividend.
Competitiveness of the yield
Stability and historical growth
Ability of the company to continue paying the dividend
Management: The CEO's compensation, management and board of directors.
CEO compensation compared to company performance
Tenure of Management and Board of Directors
Quickly scan the market for ideas such as:
High growth potential
Well grounded with room to grow
Unloved high growth
Undervalued dividend payers
Top dividend payers
Insider trading activity
Trending in the news
Bank account beaters
Undervalued Micro cap
We analyze your portfolio and create a Snowflake and infographic report so you can understand where the strengths and weaknesses are. Our analysis covers the same areas we look at when analyzing companies and much more.
Import your portfolio to:
Keep track of your portfolio and understand where you returns are coming from
Make sure you are well diversified across industries and individual holdings
Easily see the current Value and expected Future growth
Access the underlying data in our reports and analysis or export our reports to PDF