What's new at stockrow

Earnings & Analysis now sets the latest quarter against the company’s own guidance for it, not only against the analysts’ consensus: revenue, margins and income each come in above, within or below what management guided, with a count of the quarters revenue met its guide. The guidance table says whether each guide was raised, held or cut. Two new screener criteria under Growth, Revenue vs Own Guidance and Revenue Guidance Change, find the companies that beat or raised their own guidance.

The market map on the homepage used to zoom in and out when the scroll wheel passed over it, and slide sideways when it was dragged, which could leave part of the map off the edge and took the page’s scroll away from the reader. Scrolling over the map now scrolls the page, and the map stays exactly as it is drawn. Hovering a tile still shows its sector’s companies and their prices.

When a screen shows only its ten largest companies, the screener now says what to do about it right under the count: a free account shows every match of every screen you run, with no card.

Powerpack is set out beside it: download any screen to Excel, set your own range on any filter, and get an email when a company enters or leaves a screen you saved. A free account sees the Powerpack offer on every screen, with the seven-day trial where one is open to you.

The “Ten years at a glance” table on every company page has two new columns. “10 yrs” sums up each line’s decade: revenue, cash flow and per-share figures as growth a year, margins and returns as the change in percentage points, and valuation multiples as their ten-year average. “Next 3/yr” does the same from the latest fiscal year to the furthest analyst estimate.

Revenue’s three-year consensus is now open to everyone. The estimates for every other line are part of Powerpack.

Connecting Claude, ChatGPT, Cursor, VS Code or another assistant to stockrow’s MCP server no longer means making an API key and pasting it into a config file. Give the assistant the address, https://stockrow.com/mcp; it opens stockrow in your browser, you sign in and press Allow, and it is connected.

Each assistant you connect is listed under “Connected assistants” on your API page, where one click disconnects it. API keys still work for scripts and spreadsheets. Setup for each assistant is at /api/docs/mcp.

For the largest companies, the Stock analysis and the earnings digest are now one page, Earnings & Analysis, under the Earnings & Analysis tab. It covers the latest quarter and nothing else: the results against a year before and against the consensus, whether revenue and adjusted EPS beat or missed, then what management said on the earnings call, at the centre of the page. The company’s guidance is a table, drawn from both the results release and the call, and the latest analyst actions close the page. The overview now shows two points from the latest call and the ten largest institutional holders.

A company’s overview has a new Earnings Trends card, under the ten-year table. For each of the last four quarters it plots analysts’ consensus EPS as a hollow dot and what the company reported as a filled one, green on a beat and red on a miss, with the result and the difference under each quarter. The fifth column is the quarter coming up: its consensus and the date the company reports. The figures are adjusted EPS, the measure the consensus is made for, so they can differ from the GAAP EPS in the tables.

The saved screens at the top of the screener have an “Edit” link again. It puts every screen’s buttons out at once: the bell that turns change alerts on or off, rename, and delete. You no longer have to open a screen first to change it.

While editing, each screen that is not the one on the page also has “Update”. It replaces that saved screen with the filters you are looking at, and keeps its name and its alerts. “Done” puts the buttons away.

Each filter on the screener is now a list of plain choices in round numbers, ordered by what a screen usually wants: the lowest multiples first, the fastest growth first. You no longer type queries. Powerpack adds Custom at the bottom of every list: a From and To range, or a single score for Piotroski. The filters are smaller cards, two to a line on a phone. Every tab lists at least ten indicators, and a new Time tab compares today’s multiples and margins with each company’s own history. A note under the filters explains TTM, Q, A and D.

The screener’s Company tab has two new filters. Country keeps only companies based in the countries you tick, and the results can show each company’s country as a column. Exclude ADRs leaves out listings of American Depositary Shares, so a screen of US-listed stocks can skip foreign companies trading through depositary receipts. Both come from each company’s SEC filings. A company the filings do not place yet is kept.

The filter cards on the screener take less room. Labels are set smaller, the TTM · Q · A switch sits closer, and a long name is shortened to fit, so “Years of Positive Operating Cash Flow, of Last 10” reads “Positive OCF Years, of 10”. Hover a card for its full name; the line under the grid says it too.

Flags such as Dividend Champion or S&P 500 are now a select of Any, Yes and No, where they were a tick box. No finds the companies the flag is false for. Any leaves the flag out of the screen.

A free stockrow account now gets the whole screener: every matching company, page after page, and every indicator to filter and sort on, including the Piotroski, Altman and other scores that used to need Powerpack. The curated screens show every row too. Without an account, a screen shows its ten largest companies. Powerpack adds Excel export, email when a saved screen changes, more saved screens and alerts. The comparison on /pricing shows the change.

The screener has a new Presets tab. It lists the curated screens: Graham’s defensive investor, the magic formula, dividend growth, net-nets, quality compounders, high insider buying, low P/E growth and the Piotroski high score. Open in screener runs one with a single click, and you can change any of its filters from there. How it works opens the screen’s own page, which lays out the rules it applies.

The screener’s results now have tabs above the table. Overview shows each company’s ticker, name, sector, market cap, price and P/E, plus a column for every filter you set. Growth, Profitability, Valuation, Health, Time and Company each show about ten columns of their own for the same companies, such as forward P/E, EV/FCF and FCF yield on Valuation. Every column sorts, and the table stays on the tab you chose while you filter and sort.

The screener’s results can now be shown as charts with one switch. Show charts, beside the indicator search, turns every figure in the table into a small chart of its history, and Show values turns them back. It replaces the chart switch that used to sit on each filter. The charts are smaller, so rows stay short on a phone. They now draw the median and the thirds, without the mean line, which is being removed from every chart over the coming days.

The screener now opens with no filters. It lists every company, largest first, showing its ticker, name, sector, market cap, price and P/E, with each row numbered. Every filter you add also adds its own column. Once you have changed a screen, a Reset link beside the indicator search takes you back to the start. The tab that lists what your screen holds is now called Active. Every column header shows that it can be sorted.

Twelve new indicators compare a company with its own past. Three put today’s P/E, EV/Sales and dividend yield against their five-year medians, and two do the same for ROIC and ROE. Others count years: dividend raises in a row, profitable years of the last ten, years of positive operating and free cash flow, and years in a row of revenue growth over 10%. Revenue growth against its five-year rate and the steadiness of the operating margin complete the set. Find them on the screener’s Time tab.

You can now sign in to stockrow with your Google account. On any page, if you are signed in to Google in your browser, a small prompt in the corner offers to continue as you: one click makes a free account, or signs you in to the one you already have with that address, and leaves you on the page you were reading.

The login and signup pages have a “Continue with Google” button too. Signing in with an emailed link or a password works as before.

The price chart at the top of a company’s overview now opens on the last year, one candle per day. The menu on its left switches to weekly or monthly candles; the one on its right shows anything from one month to every price we have, or the year to date. Signed in, the chart remembers both choices and opens on them for every company. The latest close is marked on the right-hand axis with a dotted line across the chart, and each volume bar takes its candle’s colour. The slider under the chart is gone.

A company’s business profile now explains the whole business: what it does, how it makes money, who its customers are, its suppliers and costs, who it competes with, where it can grow, the risks in its annual report and who runs it, with each executive’s last reported pay.

Two charts are drawn from the company’s own figures: a year’s revenue down to operating income, and five years of revenue with management’s guidance. Our own judgement appears only under “Our reading”. Find it on the Business Profile tab of NVIDIA, Alphabet, Meta and Tesla first; more of the largest companies follow.

Where analysts publish no estimate behind a figure, the forecast columns of “Ten years at a glance” showed 0.00 — price to sales and to book, pre-tax margin, equity, capex per share, operating cash flow and the payout ratio. The forward P/B and forward P/S in the key stats and the screener read 0 for the same reason, so a screen for forward P/B under 1 matched nearly every company.

Those cells are now blank, and the figures fill in from the next weekly update wherever the estimates behind them exist. A few companies’ estimates dated decades ahead are gone too.

Since early June the forward P/E shown on company pages, in the key stats and in the peer table, had stopped updating. It still showed estimates from the first week of June, so a company whose price or estimates had moved since then showed a figure well away from the current one. Semtech’s one-year forward P/E, for example, read 96.7 against a current 35.4.

The figures follow analysts’ latest estimates again from the next weekly update.

For the ten largest US companies, the Financial Analysis tab is now the Stock analysis, at the same address; more companies follow. It opens with live figures — price, market cap, the 52-week range, returns, the forward P/E and the next earnings date — then the debate in three lines, the latest quarter against a year before, what management said and guided, what the price implies at consensus, what analysts did, who owns the shares, the risks ranked, the last three months’ news and what is coming. Our own judgement appears only under “Our reading”, and we never rate the stock.

The last three columns of “Ten years at a glance” on a company’s key stats page are analysts’ estimates. For a long time most of their lines had stayed empty or stuck on old figures: pre-tax earnings and its margin, operating and free cash flow, capex, cash flow and book value per share, price to sales and to book, return on assets and return on equity. Our source had changed the layout of the page those estimates come from.

They fill again from the next weekly update, with the estimates the source currently shows.

The Excel item at the top of every company page, beside the date, is now a link that downloads the company’s annual income statement as a plain .xlsx file. Before, it only pointed to Powerpack.

A free account downloads three statements a month this way, or from “Download Excel” above any statement. Without an account, the link asks you to make one first, with no card. Powerpack still exports every statement in one workbook from the same place.

Going back to a company’s overview from another page, such as its business profile, used to bring the page back broken: the price chart’s box sat empty, and the price chart and your six charts were drawn a second time lower down, over “Ten years at a glance” and the peers table. The charts are now drawn once, in their place, however you arrive at the page. The same was true of the comparison charts, and they are fixed too.

The news under a company’s page now shows each story as its headline, with its impact score and time, and no summary beneath it. A day’s stories fit on one screen, and the impact filter works as before. Each headline still links to the full story. The homepage’s market news is unchanged and keeps its summaries, as does the weekly market summary.

A company’s overview now judges its figures as well as listing them. Under the name, a sentence says how the latest quarter went against a year earlier, and the key facts are marked as strengths or concerns. Ratios are coloured against ranges stated on the methodology page.

The company now sits in its peer table, with a median row, the stat bar adds the forward P/E, and EV/Sales has a ten-year line.

The financial statements we carry for companies listed outside the US, such as Taiwan Semiconductor, Toyota or SAP, are reported in US dollars. About 440 of them were labelled with their home listing’s currency instead, so a revenue in dollars could read as Taiwan dollars or yen. They now say US dollars everywhere the label appears: the summary at the top of a company page, the API’s currency field and the financials export. The figures themselves have not changed.

A company’s overview now has six charts of ten years each, after “Ten years at a glance”: revenue, EPS, free cash flow, gross margin, ROIC and EV/Sales to start with.

Click a chart’s title to change it to any indicator we chart, and switch any chart to quarterly. With a free account your six are kept, and every company’s overview opens with them. Add a ticker above the charts to draw it beside the company on all six; Powerpack compares up to five companies at once. Reset to the defaults at any time.

Every email we send now looks like a page of stockrow: the same paper, ink and typefaces, a masthead that says what kind of email it is and the date, a headline that says what happened, and one button for the next step. Tables of figures read as they do on the site, with gains in green and losses in red, and the layout fits a phone. Screener alerts now say in the subject how many companies entered or left your screen.

Enterprise value adds a company’s debt to its market value and takes off its cash. For a bank that sum means nothing, because the debt is what it lends and the cash is mostly deposits, and it showed JPMorgan and Citigroup at hundreds of billions below zero. Enterprise value is now blank for the financial sector, and so are EV/EBIT, EV/EBITDA, EV/Sales and the two EV cash flow ratios, on company pages and in the screener. Real estate companies keep theirs.

Market news on the homepage and in the news feed used to carry “- Yahoo Finance” at the end of every headline, and each one linked through a Google News redirect, with “news.google.com” given as its source. Headlines now read as written, link straight to the article’s own page, and name the outlet that published it, such as Reuters or Bloomberg, as company news already does. Market stories from before today keep their old links.

Every story in the news on the homepage and under a company’s page now opens with its impact, such as “Impact 4”, and a 5 is underlined so the biggest stories stand out. A company’s feed uses the same label in place of the numbered circle. The name of the outlet no longer appears beside the time. Choosing 3 in the impact filter now highlights 5, 4 and 3, and the homepage covers the same four days at every setting, so a lower setting adds stories and no longer drops earlier days.

The Piotroski F-Score and the Beneish M-Score both read long-term debt. Our data leaves that line blank, rather than zero, when a company has none, and the scores treated the blank as missing. About 700 companies had no score for their latest year as a result, among them Airbnb, whose notes now fall due within the year. A blank now counts as no debt, where the rest of the balance sheet is reported. The screener also stops showing an earlier year’s score as if it were current; the metric pages keep the history.

“Account” in the top right now opens a page of its own: your address and plan, with the way to subscribe or manage your subscription. Settings, email preferences, alerts and API keys are listed in a column on its left, so you can move between them without going back to the menu. Log out sits right beside “Account”.

The login page now starts with your email and password. Prefer not to type a password? Below it, under “or”, we can email you a login link instead.

A company’s page now opens with its name and a sentence or two on what it earned, which indexes it belongs to and its longest growth streaks, each linked to the companies that share it. Beside that is the price and the day’s move, and under it a row of seven figures: market cap, P/E, dividend yield and more.

The ten-year table is grouped — price, people, income, per share, valuation, cash, balance, returns — with the newest year in bold, a small bar chart of each line’s trend, and losses in brackets.

The companies you follow now sit in a strip at the top of every page, just above the section links, and on phones too. Each tile shows the ticker and today’s change, coloured from green to red; hover over one for the name and price. The + at the end of the strip adds or removes companies, and your saved screens and the Excel export follow the tiles.

Renaming, notifications and deleting for saved screens are at the top of the screener. Settings, email preferences and logging out are under “Account” in the top right. A company’s Excel export is beside Print on its page.

The screener’s filters are now laid out in tabs: Popular, Valuation, Profitability, Growth, Financial health, Dividends, Scores, Statements and Company. Click into a row for ready-made choices: quartiles and tenths drawn from every company’s latest values, or named bands such as large caps or a strong Piotroski score. Or type your own query, like >100m or 5..15; results update as soon as you stop typing. Daily, TTM, quarterly and annual switch beside each row. Each tab shows how many of its filters are on, and This screen lists everything your screen holds. For anything not on a tab, use “Search indicators” at the end of the tab bar.

Company pages have a new “Scores & Valuation vs History” panel. It shows four scores, worked out every evening from the statements on this site: the Piotroski F-score, the Altman Z-score, the Beneish M-score and our Dividend Safety Score. It also shows where today’s valuation ratios and margins sit within the company’s own history.

Each score has a page of its own, for example /AAPL/metrics/piotroski-score, with its history, its peers and a test-by-test breakdown. Where a score does not apply — Altman Z for a bank, Dividend Safety for a company that pays no dividend — the panel says so and why.

Pricing now sets out what a visitor, a free account and Powerpack each get, side by side.

Powerpack can be paid for a year at a time, for less than twelve months cost, and a new subscriber can try it free for seven days first — a card is needed, and nothing is charged if you cancel before the trial ends.

Subscribers change or cancel their plan from their account, in a couple of clicks.

Ten years of annual income statements, balance sheets and cash flows are now open to everybody, no account needed.

A free account — just an email address, no card and no password — adds the last 12 quarters, analyst price targets, three companies to follow in your sidebar, one saved screen and three Excel exports a month. Sign in with a link we email you, or a password if you set one.

Create one from any page’s sidebar, or at /account/create.

Every sector and industry now has a page of its own, as do the S&P 500, the Nasdaq-100 and the Dow, and an A–Z list of every company. Start from Sectors.

Each company has a page for its key metrics — revenue, earnings, margins, P/E and more — with ten years of history, how it compares with its peers, and where today’s figure sits in the company’s own range.

Classic screens — Graham’s defensive investor, the Magic Formula, net-nets, Piotroski and others — run every evening, with their rules written out: see Screens.

Stockrow Weekly is one email on Saturday mornings: a recap of the week in the market, a chart of the week, notable insider buying, the companies new on our screens, and a section on the companies you follow.

It goes only to readers who ask for it. Sign up from the footer of any page, and change what it covers — or stop it — under Email preferences.

Every night, after the day’s data arrives, each company’s statements are tested against the accounting identities they have to satisfy — assets equal liabilities plus equity, earnings per share agree with net income, and so on. A figure that fails a hard check is held back and shown as missing rather than shown wrong.

Every financial table now says which periods it covers and when its data was last updated.

The checks found real errors on the way. One was Apple’s earnings per share for fiscal 2023, which read $0.01; it now reads $6.16 basic and $6.13 diluted, as in the 10-K.

Every business profile and company analysis now says, at the top, when it was written or last updated, so you can judge how current it is before you read it.

An article written before the company’s latest reported quarter is no longer offered to search engines. It stays readable from the company’s page, with its date, until a fresh one replaces it.

Powerpack used to start only when the browser returned from the payment page. If that tab was closed a moment too early, the payment went through and the account stayed free. Stripe now tells stockrow directly, so the subscription starts either way, and a cancellation made in the billing portal reaches the account too.

We also fixed the pages that answered a signed-out reader with an error instead of the page, and the sitemap now regenerates every night, so new companies reach search engines sooner.

Every page has been rebuilt to be easier to read: clearer type for figures and prose, numbers that line up in their columns, and losses marked the same way everywhere.

The financial tables work on a phone. The statements scroll sideways while the line names stay put, and a company’s page opens on its ten-year annual grid, then the chart. The screener and the one-page company overview fit a small screen too.

The company overview prints on a single page, laid out for reading on paper — use your browser’s Print, or the Print button on the page.