FactSet

Description

FactSet provides fundamental data on international companies with results, estimates and recommendations.

Data content included per company the in FactSet package:

Requirements

How to access

FactSet Consensus Estimates section

The FactSet Consensus Estimates is included as a section in the Details page of the Symbol Window.

Each line in the grid shows last year’s result (or actual), next year’s estimated, number of contributors, nominal change and percentage change for each of the available key figures. The last column shows the percentage change graphically. This gives a quick overview of the expected changes in the coming year.

The date in the upper left corner of the grid shows the date the estimates was last updated. Note that all key figures may not be available (or applicable) to all companies.

Currency conversions
For some results and estimates, the currency of the original values differ from the stock's trading currency. In these cases, the application will convert the values back to the trading currency, using historical currency rates (from the fiscal year end or estimated date). The currency crosses and rates used are then displayed above the other key figures.

The currency cross values used are the closing value from a historical date. For actual results, the date is the end of fiscal year date (say December 31st 2008). For estimated values, the date is the date of the estimation update (say June 12th 2009).

Recommendation bar

At the bottom of the section is a graphical representation of the recommendations from the analysts. It shows up to 5 different level of recommendations: Strong buy, Buy, Hold, Sell and Strong Sell. Each level is color-coded with shades of green for buy, yellow for hold and shades of orange and red for sell.

The number of votes in each category is shown and the width of the color bar is relative to the total number of votes. The middle of the recommendation bar is indicated with a small black arrow and indicates the balance point or average recommendation value. The same value is shown numerically in the label to the left of the bar. The average recommendation value range is from 0 (Strong sell), via 2 (a neutral Hold) to 4 (Strong Buy).

Hover the mouse over the recommendation bar to see the date of the recommendations and full descriptions of all values.

Hints with more detailed information

If you hover the mouse over the value columns, additional information will be shown for that value.

FactSet columns

All FactSet  values displayed in the Symbol window are also available as columns in the Market or Composite windows. All these columns are prefixed with FactSet in the Select Columns dialog.

In the column captions the FactSet fields are prefixed with an "F" - this is to distinguish them from the corresponding SME Direkt Level 1 fundamental fields.

Double-clicking a fundamental column value will open the the Details page for that symbol.

The background color of the Recommendation columns indicates what direction the value represents (strong buy, buy, hold, sell, strong sell).

You may want to consider using some of the Merged fundamental columns instead.

List of FactSet columns

The following is a sorted list of all available FactSet columns included in the  package.