simplywallst / company-analysis-model Goto Github PK

I looks that in all 'value' calculations you take the US 10-year government bond rate. If you select e.g. Greece you'll have quite a lot of stocks that rate as 'value'. Wouldn't it be appropriate to take the Greek 1-year bond rate (4.80%) as the base for the calculation for Greek stocks?

Suggest it would be useful to allow ability to enter a cash amount or obscure/unquoted investment into portfolio so that total portfolio movement could be monitored/compared etc more easily. Other services facilitate this by using a prefix such as $$ or other char.s to flag to the engine that asset is alien and won't be found in the db (which is extensive btw - well done!). Then, for example, user who has €7654 cash pos.n can just enter 7654 shares at €1 each against the user-generated, custom ticker symbol $$cash and the cash position can be easily reflected in portfolio. Similarly if they have some mutual fund or whatever - this would provide a means for entering its value in the portfolio to save other separate calculations/reconciliations away from the Simply Wall St application. ;¬)

Both the impeded image and the PDF links are dead for the Summary Snowflake.

I noticed that images required by markdown files are missing, for instance:

This is an issue for these pages:

• GROWTH.MARKDOWN
• MODEL.markdown
• dcf-update-q1-2019.markdown

In the existing model, i have not seen the employees perspective of the company which i would think is a strong parameter to judge the quality of management/company.
Just to take an example, Glassdoor provides the ratings to a company and also takes the opinion of the employees if they approve of the CEO. If we can perform an analysis of the ratings and how they are changing over time, it could add some value to the management metric.
"I always believe in happy employees make a company great."

I am really a big fan of WallSt and the entire report. Just with the DCF model, I personally tend to choose 5 year instead of 10 year for the valuation. It is simply personal choice and I hope it could be possible to offer this option for the reader. Thanks!

Balance assets

Can you put show key assumptions like Discount rate and future growth rate for each company in your Intrinsic value analysis.

Has there been any backtesting done on the performance of the company analysis model snowflake criteria? I believe that would be key in understanding how much confidence to have in the rating

See image below. I’m using safari on iPad

MODEL.markdown says:

Sensitive to changes share price however the change must be significant to breach the various thresholds detailed in this document

should be

Sensitive to changes in share price, however the change must be significant to breach the various thresholds detailed in this document

or perhaps

Sensitive to changes in share price. The change, however, must be significant to breach the various thresholds detailed in this document

You say "the finance industry has not yet agreed upon a consistent standard for exchange and ticker symbols".
It's wrong. Exchange are ISO coded (MIC / operational MIC) according to ISO 10383. So you can use it !!!!
Tickers are provided by exchange themselves.

The Snowflake
The results of the checks in each of the 5 assessment criteria are presented visually in our Snowflake. The snowflake has been designed to present the results for a company as a visually intuitive summary in order to allow:

a quick "eyeball" scan of a particular stock, a group of stocks or the stockmarket as a whole;

visual comparisons of the results of our stock filters;

visual side by side comparisons of selected stocks using our "compare" feature;

consolidated view using our "portfolio" feature.

Example Snowflake
Example Snowflake Tile

Methodology behind generating the Snowflake

The B3 - Brasil Bolsa Balcão S.A., formerly BM&FBOVESPA, is a stock exchange located in São Paulo, Brazil, and the second oldest of the country. At the end of 2011 it had a market capitalization of R$2.37 Trillion, making it the 13th largest stock exchange in the world
https://en.wikipedia.org/wiki/B3_(stock_exchange)

Sorry for the stupid noob question, but how exactly do I access this model. I don't see any downloadable file I can use like a PDF or something.

I am referring to your notes on SimplyWallSt.

Pardon my ignorance. Please show how you arrive at 5.96 as the equity risk premium for the Amazon example shown. You have earlier indicated Equity Risk Premium is Cost of Equity 10% less Risk free rate.

Hi, is there any reason why you are not using the ISIN standard?

I have noticed that when evaluating the financial health of a bank, simplywallst uses "Loans to Assets ratio". If the ratio is below 110% then company wins one point. However I cannot understand how is it possible to have a Loans to Assets ratio above 100% considering that Assets include loans plus PP&E, Reserves etc. I think that it is impossible to have a ratio above 100% and if it is possible for some reason that I cannot understand, then your bar still is set too low. All in all, I believe that you should change this criterion.