Data timeliness

Whenever a company reports results, Refinitiv (our data provider) aim to update their financial statements database the same day or soon after. We import the changed financial statements and estimates data from their database on an intraday basis, but compute our fundamentals after the close. Generally our own Stock Reports are updated within 48-96 hours of a company reporting.

Do note that during busy results periods larger companies are prioritised so smaller companies tend to take another few days (or sometimes even longer) to have their fundamentals updated.

Refinitiv prioritise their coverage into 3 distinct 'buckets' based on market cap, index family and broker coverage.

  • Special Focus Companies are prioritised first which constitute approximately 10,500 companies out of the 50k+ universe.
  • Investment Universe which includes most mid and small caps.
  • Fundamentals Universe which includes smaller caps above an $8m market cap.

For large, international companies, Refinitiv normally update the results the same day or the next two days following, and then we update our systems overnight, so we typically get them T + 2 or T+ 3, as it were. They do this in descending order of market capitalisation. Sometimes it takes another couple of days for smaller stocks, depending on how many filings there are in a given day/period.

Checking the timeliness of a Stock Report

To check the status of a given stock report, it's worth checking the Latest Available Interim / Annual figures in the Profile Summary section towards the bottom of any Stock Report:

8d562fa406ee42d52ec3ccd0b1c53646766ce84d1549633542.png

The interim and annual figure data can then be found here:

70b1e0da32cb68cfd0cf79cae45aaffbd3d015461549633843.png

If you notice that a stock has not been updated, let us know via the Green Support Messenger and we will get this resolved quickly.



A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at less than £21 per month

After your free trial, plans start at less than £21 per month. With a one month money back guarantee, there's no risk.

© Stockopedia 2021, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.