stockportfolio.pro
Methodology
How stockportfolio.pro turns raw regulatory filings into the fundamentals, metrics, and screens you see — stated plainly so you can check our work.
Where the data comes from
Every financial figure on this site is computed from companies' official filings with the U.S. Securities and Exchange Commission — annual reports (Form 10-K) and quarterly reports (Form 10-Q), sourced via SEC EDGAR. Prices come from end-of-day market data. We do not use analyst estimates, forecasts, or third-party “adjusted” numbers in the figures we report.
Coverage & history
We cover 1,500+ US-listed companies in the per-stock pages (S&P 500, MidCap 400, SmallCap 600) and 3,800+ in the screener, with up to 19 fiscal years of history per company where filings exist.
How often it updates
The fundamentals cache is rebuilt nightly. Each stock and metric page shows the date its underlying data was last refreshed. Newly filed 10-Ks and 10-Qs flow in on the next nightly build.
How metrics are computed
All metrics are deterministic functions of filed line items — no AI, no editorial judgement, no hand-tuning:
- Revenue, net income, gross profit, EBITDA — taken directly from the income statement; gross profit is derived as revenue minus cost of revenue when not separately disclosed.
- Margins — net margin = net income ÷ revenue; gross margin = gross profit ÷ revenue, for the same fiscal year.
- Growth (CAGR) — compound annual growth rate between the first and last fiscal year of the window, not an average of yearly changes.
- Free cash flow — operating cash flow minus capital expenditure (capex sign normalised across filing sources).
- P/E history — fiscal-year-end adjusted close ÷ diluted EPS for that year.
- Reverse DCF — solves for the free-cash-flow growth rate the current market cap implies, with the discount rate, horizon, and terminal growth stated inline on each page. It is a translation of price into an assumption you can judge — not a fair value and not advice.
Financial health checks
The pass/fail health checks (profitability, debt, cash flow, dividend coverage, etc.) are fixed rules applied to the filed statements — the same thresholds for every company. They describe what the filings say; they are not buy/sell signals.
What we don't do
We don't publish price targets, we don't accept payment for placement in any ranking or screen, and we don't present opinion as data. Figures can still be delayed or contain source errors — see our editorial policy for corrections, and always verify against the primary filing before acting.