How financial data are collected?

How is the past financial data collected?

Our data provider S&P Global Market Intelligence collects data from:

Publicly Available Sources: S&P Global Market Intelligence collects data from all publicly available sources including regulatory agencies, company websites, exchange websites and news agencies.

Company Contacts: S&P Global Market Intelligence maintains an active file of contacts with various corporations, including numerous private investment firms. These contacts allow us to obtain and clarify information not available in shareholders’ reports. 

How is the future consensus estimate data collected?

Our data provider employs a 300-person collection team dedicated to gathering estimates and to ensuring accuracy and timeliness to our clients worldwide. S&P Global Market Intelligence performs numerous validation and accuracy checks, both manual and automated. To guarantee data consistency, consensus estimates are created only with estimates on the same accounting basis. To guarantee quality content, S&P Global Market Intelligence relies on its proven methodology of rigorously qualifying each contributing analyst prior to inclusion, engaging in proactive surveillance by contacting contributing analysts to verify any anomalies in the data, and working closely with contributing analysts and clients to stay on top of new content offerings and changes in regional accounting requirements.

How estimates are generated?

Data estimates are based on the consensus estimates from registered Analysts covering a company.

Who are the analysts covering a company?

These are Analysts that are registered and are complying with the regularity bodies like SEC and FINRA. They may come from an independent research firm, investment banks and brokers. 

How are the professionals and ownership data collected?

S&P Global Market Intelligence uses a range of sources to collect professionals data:

Regulatory Filings: Forms 8-K, 10-Q, 10-K, DEF 14A, 40-F, 20F, quarterly and annual reports from various regulatory organizations, and Prospectus forms. These agencies include the U.S. Securities and Exchange Commission (SEC) via EDGAR, Canadian Securities Administrators (CSA) via SEDAR, Australian Securities & Investments Commission (ASIC) via ASX, and the Regulatory News Service (RNS), which is owned by the London Stock Exchange for U.K. companies.

News Aggregators: S&P Global Market Intelligence follows a variety of Newswires (e.g., Nexis®, Factiva Select, PE Week Wire, Globes online, AltAssets, and FSA Register), searching for news articles, press releases, and corporate announcements, in English as well as in select local languages.

Company websites: Public, private, private equity, venture capital, investment firms and advisor firms are profiled directly from the company's own website. Changes on the professional and board pages on the company's websites are captured through web-monitoring.

Company Surveys: S&P Global Market Intelligence is regularly in touch with public companies as a means of gathering information.

Key Developments: S&P Global Market Intelligence's Executive Change Key Developments data serves as a source for interim data processing. As the Key Developments team scans thousands of sources daily, it passes.


Which brokers/analysts provide future estimates for companies on Simply Wall St?

Please see our article.

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