Simply Wall Street, analyst estimates, and other data

Manage
1

There’s a nice website called Simply Wall Street. The URL is https://simplywall.st . . . I suggest you check it out. Especially check out this page: https://github.com/SimplyWallSt/Company-Analysis-Model/blob/master/MODEL.markdown#pe-ratio . . . This lays out exactly how they score every company they analyze–and their coverage is excellent. It’s a very sophisticated model and I think we can all learn a lot from it.

In some ways their data is better than ours:

  • They use analyst estimates of free cash flow and operating cash flow that we do not have access to.

  • They use CEO compensation and executive compensation data that again we don’t have access to, though Paul promised it to us three years ago. This is quite frustrating. I can easily get all this data by going to Morningstar yet I can’t use it in my ranking systems.

  • For financial institutions they use bad loan provisions, bad loans written off, total deposits, and net loans. I’ve never seen this data.

  • Yuval

2

I had a quick look at it:

  • no backtesting (already a kick out for me)
  • no possible combination between value and momentum (the killer if combined with the size factor, e.g. small caps)
  • no possible filter on low volumne stocks

nice for discreationary investors, traders, nothing for
system traders

It is all here to make money…, I do not know any other service which is better… (I try not to forget this…)…

Regards

Andreas

3

Nice model ideas. I especially liked those on banks.
thanks for posting.

4

I spent some time on Simply Wall Street before finding my way here.

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I find their cash flow analyses terrible, to be honest with you. Their discount rates and assumptions are a mess - they were using a discount rate of %15 for GILD, I think. Still I guess it’s cool to explore a bunch of companies with their visual “snowflakes”. They also have some international company data - (London Stock Exchange companies I think.)

You can also check out finbox.io . Unlike Simply Wall Street website, finbox does a couple of valuations and averages them. But their data can be misleading. For one company, I found out that they included an extraordinary, one off item as part of the operating income - after I had bought the shares. Luckily, I did not end up losing money. (In fact, I’m up %10-15 I think.) But the experience left me shaken.

This website is the best really - both in terms of data quality, flexibility it gives to the end user and back-testing. If you have a specific ratio with which to filter companies, these websites won’t do it for you.

5

Anyone had any experience with Trefis.com? I really like the models aesthetically, but I haven’t spent much time with them.