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Wikinvest Data Sources and Calculations |
| Revision as of 03:28, April 8, 2009 (edit) Walim - Sr. Director (Talk | contribs) (New page: fill this) ← Previous diff |
Current revision (18:24, August 5, 2009) (edit) (undo) Parkerconrad - Sr. Director (Talk | contribs) |
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| - | fill this | + | ===Market Data=== |
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| + | Market data, such as current price and daily volume comes from stock exchanges (such as [[NYSE]], [[LSE]]) and electronic trading networks. | ||
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| + | Wikinvest's market data is provided via [http://www.xignite.com Xignite], [http://www.xignite.com/xBATSRealTime.asmx BATS Exchange] and [http://www.ddfplus.com/ ddfPlus] (redistribution agreements with [[NYSE]], [[NASDAQ]], and [[AMEX]]). | ||
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| + | ===Company Financials=== | ||
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| + | Company financial data (i.e. balance sheet, income statement, cash flow information) is pulled from the [[Securities and Exchange Commission (SEC)]] via forms 10-K, 20-F, 40-F, 8-K and 10-Q. US-listed companies are required to file this information every quarter. Financial data on Wikinvest is provided by Xignite Inc. | ||
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| + | ===Industry Data and Operating Metrics=== | ||
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| + | Industry Data and operating metrics are collected from company filings (usually Forms 10-K, 20-F or 40-F) with the [[Securities and Exchange Commission (SEC)]]. Wikinvest uses [http://www.sec.gov/idea/searchidea/webusers.htm EDGAR online] to collect this data. | ||
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| + | ===Analyst Ratings=== | ||
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| + | Analyst ratings (buy, sell, hold) for individual companies are by Zacks Investment Research. Wikinvest uses this data to calculate the overall rating for an industry, using Wikinvest's proprietary industry classification. | ||
| + | |||
| + | ===Ownership and Insider Information=== | ||
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| + | Ownership information for individual companies are available from [[Securities and Exchange Commission (SEC)]]. Xignite Inc collects this data and provides it to Wikinvest. | ||
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| + | ===Metric Rank on Wikinvest=== | ||
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| + | Wikinvest calculates metric rank (High/Average/Low) using on a proprietary algorithm. Companies are ranked (on each metric basis) against their top competitors or industry constituents. | ||
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| + | ===Industry Classification=== | ||
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| + | Wikinvest leverages the power of a Wiki to classify companies. By allowing a wide range of users to decide which industries a particular company belongs to, Wikinvest is able to create a comprehensive industry classification. | ||
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| + | ===Ratios and Derived Metrics=== | ||
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| + | Ratios and derived metrics (such as [[Revenue Growth]], [[EBITDA]]) are calculated by Wikinvest using company financial and market data. Calculation details for these metrics can be found at the bottom of their respective pages. The following metrics are derived by Wikinvest: | ||
| + | |||
| + | *[[Price to Earnings]] | ||
| + | *[[Price to Book]] | ||
| + | *[[Price to Sales]] | ||
| + | *[[Return on Assets]] | ||
| + | *[[Return on Equity]] | ||
| + | *[[Dividend Yield]] | ||
| + | *[[EV/EBITDA]] | ||
| + | *[[Revenue Growth]] | ||
| + | *[[Net Income Growth]] | ||
| + | *[[Operating Margin]] | ||
| + | *[[Net Margin]] | ||
| + | *[[Debt to Equity]] | ||
| + | *[[Current Ratio]] | ||
| + | *[[Quick Ratio]] | ||
| + | *[[Interest Coverage]] | ||
Current revision
Contents |
Market Data
Market data, such as current price and daily volume comes from stock exchanges (such as NYSE, LSE) and electronic trading networks.
Wikinvest's market data is provided via Xignite, BATS Exchange and ddfPlus (redistribution agreements with NYSE, NASDAQ, and AMEX).
Company Financials
Company financial data (i.e. balance sheet, income statement, cash flow information) is pulled from the Securities and Exchange Commission (SEC) via forms 10-K, 20-F, 40-F, 8-K and 10-Q. US-listed companies are required to file this information every quarter. Financial data on Wikinvest is provided by Xignite Inc.
Industry Data and Operating Metrics
Industry Data and operating metrics are collected from company filings (usually Forms 10-K, 20-F or 40-F) with the Securities and Exchange Commission (SEC). Wikinvest uses EDGAR online to collect this data.
Analyst Ratings
Analyst ratings (buy, sell, hold) for individual companies are by Zacks Investment Research. Wikinvest uses this data to calculate the overall rating for an industry, using Wikinvest's proprietary industry classification.
Ownership and Insider Information
Ownership information for individual companies are available from Securities and Exchange Commission (SEC). Xignite Inc collects this data and provides it to Wikinvest.
Metric Rank on Wikinvest
Wikinvest calculates metric rank (High/Average/Low) using on a proprietary algorithm. Companies are ranked (on each metric basis) against their top competitors or industry constituents.
Industry Classification
Wikinvest leverages the power of a Wiki to classify companies. By allowing a wide range of users to decide which industries a particular company belongs to, Wikinvest is able to create a comprehensive industry classification.
Ratios and Derived Metrics
Ratios and derived metrics (such as Revenue Growth, EBITDA) are calculated by Wikinvest using company financial and market data. Calculation details for these metrics can be found at the bottom of their respective pages. The following metrics are derived by Wikinvest:
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