Add Multiyear Averages for Valuation Multiples, Margins, and Ratios in Watchlist and Screener
planned
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Russet Dinosaur
In Bloomberg we can have a column that shows where a current multiple is with respect to hits historical range. For example, we can have a column that shows where EV/Sales is relative to its 1 month, 3 month, 6month, 1 year, 3 year range. This is kind of a constant pain for us when we're looking at historical valuation ranges, we can only see this in a chart instead of in a watchlist or screener.
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Rob Koyfman
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
https://www.koyfin.com/help/percentile-rank-snapshot-feature/
I
Indigo Planarian
I hope this will include Median as well and not just Mean?
Conor MacNeil
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).
Conor MacNeil
Merged in a post:
How to add year end P/E values for stocks in "My Screens" ?
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Saffron Grasshopper
In "My Screens", I have added a few stocks, that I want to track. Now I would like to add the P/E values over the years (for eg: FY2015-FY2024), to find how the median P/E (using "Summary" option) has changed. I'm unable to add the P/E values for each year.
Help will be greatly appreciated. Thanks in advance.
Conor MacNeil
Hey there, we don't support this currently. But we will soon, I will migrate your request to the appropriate ticket so you will be notified when we make progress there.
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Digital Raccoon
I support this feature addition, in particular 5 year average for ROIC.
Conor MacNeil
Digital Raccoon: ROIC falls under the Margins & Ratios, so will be covered.
Conor MacNeil
planned
Conor MacNeil
under review
Conor MacNeil
Merged in a post:
new column in wishlist view
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Marvellous Alpaca
Please, add columns: with 3-year & 5-year historical P/E & EV/EBITDA.
It would allow for quick comparisons between current & historical levels.
Conor MacNeil
under review
Conor MacNeil
Merged in a post:
5 and 10 Year Avg Multiples and Profitability Ratios
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Medieval Caribou
It would be great to see 5 Year Avg Multiples and Profitability Ratios.
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