Conor MacNeil Hello, Thanks. It seems interesting. I've tested for "NVIDIA Corporation" :

Fiscal Quarter : 1Q FY 2026

Period ending : Apr-27-2025.

Reported on : May-28-2025

Market Cap (-1FQ) : date used : Apr-25-2025.

For other ratios ("P/E LTM" for instance) what date will you use for "P/E LTM (-1FQ)" ("Period ending" date or "Reported on" date for "P" and "E")?

Same question for "avg. P/E LTM (-1FQ)" what exact period dates will you use?

Thanks in advance

Edit: I just realized! The date used for "Market Cap (-1FQ)" might also be : today's date (July-25-2025) minus 3 months?

Burnt sienna Stingray: Hey thanks! Good questions.

The dates we will be using are the actual fiscal year and fiscal quarter dates for the company. So for example, if Kura Sushi (KRUS) is in the watchlist and you are looking at Market Cap -1FY, it will coincide with the last fiscal period. I have drawn a line in this chart to illustrate which data point it hits. The same will be true for valuation multiples like P/E.

The averages will be the average of all data points within that time frame of (e.g) 3 years. For market cap, this is a daily data series. For items like gross profit margin, this is a quarterly data series, so fewer underlying data points making up the average).

Does that answer your question?

Conor MacNeil Thanks for your detailed example.

If I go to Financial Analysis tab for "KRUS", the Market Capitalization date used is the "Report Date" (Nov-06-2024) not the Fiscal Years "Period Ending" Date (Aug-31-2024). I much prefer the Financial Analysis tab version because the data was really released on the "Report Date" (about 2 months later for "KRUS").

I think this is not really fine. Let's take avg. P/E : You will be using correct P/E data from the previous Fiscal Year from Aug-31-2024 until Nov-05-2024. Then the day after, Nov-06-2024, you will use the correct data (the "E" = Earnings, of P/E) from the last Fiscal Year.

IMHO, as your data is already fine in the "Financial Analysis tab" and the "Graph Tab", instead of using "Fiscal Years/Quarters "Period Ending" Date" for each stock, I would use simple average arbitrary period for all stocks.

For instance : Q1 = 01/01/Year to 03/31/Year. You will save computing database power for other idea (see me next suggestion. Edit: Suggestion : Choosing a previous released date for "My screens" tab? https://app.koyfin.com/feedback/p/historic-data-in-screens-and-watchlists). ;)

For some European companies which reports results only twice a year, I noticed that Koyfin cuts the 6 months period in 2 equal quarters, so the "Report Date" (for the first quarter) may not be accurate neither...

Burnt sienna Stingray: This shouldn't be an issue. While I agree the way we handle H1 / H2 reporting style is not great today, the reporting period won't be an issue. Commonly in Europe there is a sales statement inbetween each HY report, they are reporting periods too.

For averages, the shortest duration is 3 years, which will capture the correct figure. E.g if revenue is shared in H1 / H2 data, we'd capture all six slices of the 3 years base.

Russet Dinosaur we have a metric called percentile rank which shows the current value vs the historical range. This is available in the watchlist and screener. You can read about it here

Indigo Planarian: Candidly, it won't include medians. We are multiplying the size of our metric database by a few multiples with this project, which includes adding historic averages (e.g Gross margin 5Y average), historic periods (e.g gross margin -1FY, -1FQ, -2FY, -2FQ, etc), historic growth rates (e.g total revenue YoY % -1FY, etc), trailing growth (e.g total revenue growth 5Y), and we are adding new metrics for historic estimates and surprises (beat/miss % and $ values).

It's a pretty big undertaking so we are going to do this first, expand our database capacity, check the platform can handle the higher volume of metrics in watchlist, screener, etc without performance declining (loading times).

When we do that, we can certainly entertain adding historic medians relative to periods (e.g gross margin median 10Y).

Digital Raccoon: ROIC falls under the Margins & Ratios, so will be covered.