Arvin Setiawan asked 3 years ago
Hi AQ team (Victor/Adam), I just joined the group a couple weeks ago and currently reviewing all the video. While I am at it, I have a couple questions:
- ROIC.AI data integrity. While I am not a paying customer for ROIC.AI, I am starting to see cases where they don't have the critical financial data that we should be reviewing (I am focusing on US company only). Example: ELV, Elevance Health, Inc. You can see the screenshot that it's missing multiple financial data. I begin to wonder if their data quality can be trusted. Thoughts?
- How would you estimate future growth rate, would you take analyst estimate, or consider data point provided by other sources such morningstar etc, or just rely of historical CAGR?
1 Answers
Best Answer
Victor Chng Staff answered 3 years ago
Arvin Setiawan
replied 3 years ago
Victor Chng Staff answered 3 years ago
Hi Arvin,
1. You can use ROIC.ai for a quick screening, but you'll still need to gather data from the annual report. Third-party providers like ROIC.ai don't account for exceptional items.
2. We typically examine historical growth and the current business landscape, asking ourselves if the company can sustain its growth. Projecting growth is challenging since the future is uncertain. Therefore, we tend to take a more cautious approach with numbers.
1. You can use ROIC.ai for a quick screening, but you'll still need to gather data from the annual report. Third-party providers like ROIC.ai don't account for exceptional items.
2. We typically examine historical growth and the current business landscape, asking ourselves if the company can sustain its growth. Projecting growth is challenging since the future is uncertain. Therefore, we tend to take a more cautious approach with numbers.
Arvin Setiawan
replied 3 years ago Thanks Victor!
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