How do you compile your company information?

The majority of our fundamental, estimate, price history and quotes data is sourced from Thomson Reuters - one of the world's leading institutional sources of data.

Fundamental data collection begins with Thomson Reuters analysts being alerted when companies file financials, or publish a press release with relevant financial information. 

Once the analyst has access to relevant source documents which include annual, interim and quarterly financial statements the financial information is collected in a ‘Company Specific’ format. The data is then ‘standardized’ through an automated mapping process before being delivered to Stockopedia daily.

Our Process

For each computational "batch" (representing the calculations from a given day's trading data), we calculate over 1500 ratios for each company. This is done during the quiet hours at night after each trading day (i.e. Tuesday to Saturday - starting in the early hours with the aim to be ready by 7 am local time in each region) using financial statements data (balance sheets, cashflow statements and income statements), historical split adjusted price information, consensus estimates data and price quotes.   Part of our process is to create the most timely set of ratios based on both 'trailing twelve month' data, and 'rolling forecast' data - please see the links for more information. The data generated is then used to generate the website - including our Stock Reports,  Guru Screens and curated library of over 300 screening ratios. 

Timeliness

We aim to have the computational batch process finished by 7 am local time each morning, ready for the trading day. However, it will sometimes be the case that we will need to work on any issues arising within a given batch so it may be published later in the day. In the site footer, we display a "timeliness" stamp that shows the latest batch we are currently using, so it's worth checking that. To explain, if you see, say, May 3rd there, then that will mean our pages are up to date as of the fundamental and trading data that was available at the close of the May 2nd trading day. Typically, you should expect to see today's date there, meaning that our data / ratios will be up to date as of the previous day's close (apart from portfolio/trading data, which will be 15 minute delayed). 

For more details on how long it takes for us to receive updated company information (e.g. interim results), please refer to this article.

If you notice any issues with the data, please let us know via the Green Help & Feedback button.

Ratios and Data

  1. How do you compile your company information?
  2. How good is your fundamental data?
  3. Why is Stockopedia's PE Ratio different to the PE ratio in the FT or Investors Chronicle?
  4. Are your ratios real-time?
  5. Are your prices / quotes real-time?
  6. What do you mean by 'rolling' ratios?
  7. How do you calculate Return on Capital Employed (ROCE) ?
  8. What does TTM mean and why is it useful?
  9. How do you calculate TTM (Trailing Twelve Month) Ratios?
  10. Do you have a glossary of terms used?
  11. How do you classify stocks by industry?
  12. What are Normalised Earnings?
  13. How do you standardise financial statements across industry?
  14. Do you adjust historical figures for rights issues & stock splits?
  15. I've found a data error - what should I do?
  16. Why is the PEG ratio in my Stock Screen different to the PEG ratio on the Stock Report?
  17. I don't agree with the Altman Z-Score for company X?
  18. What is the Consensus Estimate?
  19. Is your Magic Formula calculation true to Greenblatt's book?
  20. Do you show historical yield and PE ratio ranges?
  21. How do you define medians and means for sectors and indices?
  22. What is the Piotroski F-Score?
  23. Company X just IPOed - I can't find it?
  24. How do you calculate interest cover?
  25. Do you provide ex-dividend dates?
  26. How do you define market capitalisation bands?
  27. Why is the 52wk high (low) above (below) the chart?
  28. How can I screen for strong buys?
  29. Are dividend yields stated gross or net?
  30. What is a Participation Share?
  31. How do you define Beta?
  32. Which measure of 'shares' do you use to calculate 'per-share' items?
  33. Are Price Histories adjusted for splits?
  34. Do you cover Unit Trusts or Mutual Funds?
  35. Do you cover ADRs?

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