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Margaret Moran
Margaret Moran
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Video: Mastering the GuruFocus Site, Episode 9

Learn how to locate the sources and calculations for the data featured on GuruFocus

September 25, 2020

In the ninth installment of the "Mastering the GuruFocus Site" series, we answer one of our most frequently-asked questions by diving into the various sources of GuruFocus' data and calculations.

The series will consist of 12 short videos (approximately three to five minutes each) meant to provide users with everything they need to know about how to navigate the GuruFocus site quickly, efficiently and to full effect.

Throughout the series, we have made every effort to provide answers to the questions that new users most frequently ask us about. This isn't a cut-and-dry manufacturer's instruction book; we have taken the input we have received from GuruFocus users and used it to create a quick and comprehensive introductory series.

Next time, we will continue on the topic of data-tracking by looking into how you can identify things like sources and calculations while using our All-in-One Screener. Stay tuned!

Text version:

Hello, welcome to GuruFocus! This is the ninth episode of "Mastering the GuruFocus Site," a series designed to help you learn your way around at GuruFocus.com.

This will be the first of two episodes titled "Show Me the Data," in which we dive into the various sources of GuruFocus' data and how you can identify sources and track down calculations on the site.

The first thing to note in regard to our sources is that you can find the sources for the vast majority of our raw data on our "frequently asked questions" page. To get to the FAQ page, simply go to the "tutorials" tab in the top right and select "FAQ."

For example, if you want to know the sources for the financial data, simply click on "What is the source of financial data and when are they updated?" As you can see here, financial data is sourced from Morningstar, an investment research firm, who in turn receives the data from the Securities and Exchanges Commission. Data on the guru ownership of stocks comes directly from the SEC.

Next, let's take a look at the source information for the stock summary pages and the 30-year financials. The information for the 30-year financials, guru and insider ownership and other such things comes from the SEC filings and Morningstar.

Meanwhile, any calculations, such as calculating the price-earnings ratio, are processed through the GuruFocus system, as is the data that forms the interactive charts.

Next, let's look at the stock summary page, where you will see many familiar things such as the market cap, the price-earnings ratio and the cash-debt ratio. However, maybe you see the Altman Z-Score and either you don't know what it is, or you want to know how it is calculated. Clicking on the name will take you to the definitions page on that metric for that particular stock.

The definitions section for each stock contains both the definitions for each metric as well as the calculation of each metric for the stock in question. You can also access the definitions page by clicking over to the definitions tab here. To jump quickly to another metric, you can browse the side bar here or type the name here. All data points from the summary pages and 30-year financials can be found here.

On each definition page, you can find a basic explanation at the top, followed by historical data. Farther down, you can see how the company compares to others in the same industry. At the bottom, there is a section for step-by-step calculations.

One last thing I want to cover is how often the data is updated. On the definitions pages, you can find the date of the latest update. When the information was updated depends on a mixture of real-time data such as the stock price and when the company or guru files their updates with regulatory authorities. You can find the latest filing date for a company on the 30-year financials page under "filing date." For gurus, you can see when they last filed by going to their portfolio page and looking at the "date" category here.

That's all for this video! In the next episode, we will continue on the topic of data-tracking by looking into how you can identify things like sources and calculations while using our All-in-One Screener. Stay tuned!

If you want to see more from GuruFocus, make sure to subscribe to our YouTube channel or find us on social media. Thanks for watching!

Disclosure: Author owns no shares in any of the stocks mentioned. The mention of stocks in this article does not at any point constitute an investment recommendation. Investors should always conduct their own careful research and/or consult registered investment advisors before taking action in the stock market.

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