Estimates Data

YCharts has a collection of estimate indicators we source from S&P Global, who aggregates data from a survey of analysts at banks and research firms.

Data History

Frequency

Metric Periods

Data History

Our quarterly and annual estimate data is tracked on a rolling basis. The typical range for quarterly estimates will span the current period, two quarters into the future, and eight quarters historically. For annual estimates, the period covered will span the current period, two years into the future, and two years historically.

Frequency

Metrics such as the Price Target, Consensus Recommendation, and Long-Term Growth Rate are assigned as non-periodic. These metrics are updated on an irregular basis as new data is received.

Understanding the Metric Period Notations

Forward vs Forward 1Y

The estimate metrics noted as Forward, for example the ‘Forward PE Ratio’, will use the current fiscal year as the estimate period. These metrics are calculating the estimated values for the end of the current fiscal year.

The estimate metrics noted as Forward (1Y), such as the ‘PE Ratio (Forward 1Y)’, look ahead to the next fiscal year. These metrics are calculating the estimated values for the following fiscal year end after the current.

Current, Next, and 2 Ahead

Certain estimate metrics, like the Quarterly EPS Estimates, will use the notation of Current, Next, 2 Quarters Ahead, and so on. These metrics are used on a rolling basis. The metric ‘EPS Estimates for 2 Quarters Ahead’ will constantly be updated based on the current quarter. For ‘EPS Estimates for Current Quarter’, once a quarter ends, the metric will look forward to the following quarter.

Example: If today’s date is 12/1, and the company's fiscal year ends 12/31, the EPS Estimates for Current Quarter will be an estimate for Q4. EPS Estimates for Next Quarter will be looking ahead to Q1 of the following year, and so on for the similar metrics.