These are the functions that return the consensus values of the market which you can reach after entering the estimation values to the database of EquityRT.
Consensus: It returns the consensus values of the market that are collected from the investment companies. There are 6 functions, evaluating the consensus values. Below the descriptions and parameters of these functions are listed.
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When consensus values are calculated, not only the parameters you set in the function, but also the settings you made in Tools>Options>Estimation are considered. |
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Parameter |
Description |
Default Value |
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ConsensusFinancialEstimate() |
Quarterly data is evaluated by this function. You can reach the consensus values of Net Profit, EBITDA and Net Sales. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
CurrentSession |
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Estimate Item |
Selected item
One of the Net Profit, EBITDA, Net Sales can be selected. |
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Template |
Selected table template |
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Conversion Type |
You can set the exchange rate which will be used to convert the estimation values of users that entered into system with respect to currencies other than default currency. See Also: Estimates |
SelfEstimate |
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Calculation Method |
The method of calculation of the selected estimaton item
One of the parameters Minimum, Average, Median, Maximum can be selected. |
Average |
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date |
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Display Unit |
Calculated result will be displayed in this unit. (If it is greater than 1 it will be divided by the value and will be multiplied otherwise.) |
1 |
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--Example-- |
Estimate Item=Net Profit, Conversion Type=Self Estimate, Method=Average ConsensusFinancialEstimate(CurrentSecurity, CurrentQuarter, EstimateItem("TahminiNetKar”), CurrentTemplate, “SelfEstimate”, “Average”, CurrentDate) |
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ConsensusRecommendation() |
Recommendation data of the securities are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Recommendation Method |
Recommendation type
One of the recommendaiton type Buy, Sell, Hold, Under Review and Total can be selected. |
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
Recommendation Method=Number of ‘Buy’ ConsensusRecommendation(CurrentSecurity, BuyCount, CurrentDate) |
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ConsensusTargetMCap() |
Target Market Capitalization values of the securities are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Calculation Method |
The method of calculation of the selected estimaton item
One of the parameters Minimum, Average, Median, Maximum can be selected. |
Average |
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Day |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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Display Unit |
Calculated result will be displayed in this unit. (If it is greater than 1 it will be divided by the value and will be multiplied otherwise.) |
1 |
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--Example-- |
ConsensusTargetMCap(CurrentSecurity, “Average”, CurrentDate) |
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ConsensusTargetMCapPotential() |
The percentage difference (rise/fall potantial) of the target market capitalization values and the current market capitalizaiton values are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Calculation Method |
The method of calculation of the selected estimaton item
One of the parameters Minimum, Average, Median, Maximum can be selected. |
Average |
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Day |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
ConsensusTargetMCapPotential(CurrentSecurity, “Average”, CurrentDate) |
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ConsensusFXEstimate() |
Quarterly data of the foreign currencies are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
CurrentSession |
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Estimation Type
|
Selected estimation type
One of the Average or Last Day can be selected. |
Ortalama |
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Calculation Method |
The method of calculation of the selected estimaton item
One of the parameters Minimum, Average, Median, Maximum can be selected. |
Average |
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
Currency=USD, Estimation Type=Average, Calculation Method= Average ConsensusFXEstimate(EstimatableCurrency(“USD”),CurrentQuarter, FxAverage, Average) |
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ConsensusMacroEstimate() |
Monthly data of the macros is calculated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Month |
You can select a date or write a date function. |
CurrentSession |
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Calculation Method |
The method of calculation of the selected estimaton item
One of the parameters Minimum, Average, Median, Maximum can be selected. |
Average |
|
Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
Calculation Method= Average
ConsensusMacroEstimate(CurrentSecurity, CurrentMonth, Average) |
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ConsensusFwdPBVEstimate() |
Fwd P/BV consensus of the security is calculated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
CurrentSession |
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Calculation Method |
Today’s Mcap / (Estimate Year) Shareholders Book Value (consensus)
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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Coefficient |
Calculated result will be displayed in this unit. (If it is greater than 1 it will be divided by the value and will be multiplied otherwise.) |
1 |
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--Example-- |
ConsensusFwdPBVEstimate(CurrentSecurity, CurrentMonth, Average) |
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ConsensusPreviousFwdPBVEstimate() |
The previous Fwd P/BV consensus estimation of the financial table items is calculated by this function for the selected security and the specified quarter. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function.
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CurrentSession |
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Calculation Method |
Today’s Mcap / (Estimate Year) Shareholders Book Value (prev date) (konsensus) |
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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Coefficient |
Calculated result will be displayed in this unit. (If it is greater than 1 it will be divided by the value and will be multiplied otherwise.) |
1 |
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--Example-- |
ConsensusPreviousFwdPBVEstimate(CurrentSecurity, CurrentMonth, Average) |
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ConsForward() |
The trailing consensus forward estimation is calculated by this function for specified field ( P/E, P/BV, Net Earnings ...) and date |
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Security |
Ticker of the selected security
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CurrentSecurity |
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Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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Field |
Specified Field can be selected (P/E, P/BV, Net Earnings ...) | |
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Calculation Metod |
Trailing consensus forward estimates are calculated by using actual figures and analysts estimates. Example for P/E; Mcap (Actual value) / Net Earnings (Consensus estimates) |
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--Example-- |
ConsForward(CurrentSecurity, Date, Field "P/E") |
Company:These are the functions that satisfy to reach the estimation values entered to database of EquityRT by users. There are 6 functions, evaluating the company estimation values.
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Parameter |
Description |
Default Value |
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CompanyFinancialEstimate() |
Quarterly data are evaluated by this function. You can reach the values of Net Profit, EBITDA and Net Sales estimations of the companies. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
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Estimate Item |
Selected item
One of the Net Profit, EBITDA, Net Sales can be selected. |
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Template |
Selected table template |
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Date |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
Estimation Item=Net Profit, Conversion Type=Self Estimate, Calculation Method= Average
CompanyFinancialEstimate(CurrentSecurity, CurrentQuarter, EstimateItem("TahminiNetKar”), CurrentTemplate, CurrentDate) |
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CompanyRecommendation() |
Recommendation data of the securities are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Date |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
CompanyRecommendation(CurrentSecurity, CurrentDate) |
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CompanyTargetMCap() |
Target Market Capitalization values of the securities are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
|
Day |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
CompanyTargetMCap(CurrentSecurity, CurrentDate) |
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CompanyTargetMCapPotential() |
The percentage difference (rise/fall potantial) of the target market capitalization values and the current market capitalizaiton values are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
|
Day |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
CompanyTargetMCapPotential(CurrentSecurity, CurrentDate) |
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CompanyFXEstimate() |
Quarterly data of the foreign currencies are evaluated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
CurrentSession |
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Estimation Type
|
Selected estimation type
One of the Average or Last Day can be selected. |
Ortalama |
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Use Real Data If It Exists
|
This parameter satisfies the usage of the real data, if it exists, instead of estimation data. |
False |
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Date |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
Estimation Item=Net Profit, Conversion Type=Self Estimate, Use Real Data If It Exists=False CompanyFXEstimate(EstimatableCurrency(“USD”), CurrentQuarter, FxAverage) |
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CompanyMacroEstimate() |
Monthly data of the macros is calculated by this function. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Month |
You can select a date or write a date function. |
CurrentSession |
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Use Real Data If It Exists |
This parameter satisfies the usage of the real data, if it exists, instead of estimation data. |
False |
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Date |
Calculation of the selected estimation value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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--Example-- |
CompanyMacroEstimate(CurrentSecurity, CurrentMonth, false) |
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CompanyFwdPBVEstimation() |
Forward P/BV estimate of the company is calculated by this function for selected security and specified date. |
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Security |
Ticker of the selected security |
CurrentSecurity |
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Quarter |
You can select a date or write a date function. |
CurrentSession |
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Calculation Method |
Today’s Mcap / (Estimate Year) Shareholders Book Value (Company Based)
|
|
|
Date |
Calculation of the selected consensus value is performed due to this date. Since consensus values can be historically calculated, you can set a former date. |
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Coefficient
|
Calculated result will be displayed in this unit. (If it is greater than 1 it will be divided by the value and will be multiplied otherwise.) |
1 |
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--Example-- |
ConsensusFwdPBVEstimation(CurrentSecurity, Quarter, Date) |