GuruFocus went live today to discuss how users can navigate the 30-year financials page, a Premium feature that allows users to view trends in the company’s financial data.
Access
Users can access the 30-year financials page by entering the desired stock ticker in the search bar and clicking on the “Financial” option on the drop-down menu. The screen shot below illustrates this using Apple Inc. (AAPL).
Users can also access the 30-year financials page by clicking on the “30-Y Financials” tab on the Stock Summary page. The figure below illustrates this using Taiwan Semiconductor Manufacturing Co. (TSM).
The top section of the 30-year financials page includes a table containing one-year, five-year and 10-year growth rates for several financial metrics, including revenue, earnings, free cash flow, dividends and book value. The table also includes annual data over the past few years and analyst estimate data over the next few years.
Navigation
The 30-year financials page contains several sections, including per-share data, ratios, income statement, balance sheet, cash flow statement and others. Click on one of these tabs to view that section of the financial data.
Users can also search for a specific field by entering the search keyword in the “Search for Field” cell.
The 30-year financials page allows users to view charts directly on the page, so they can study trends in the data. Users can change the date range of the financials page by selecting one of the buttons in the 5Y, 10Y, 15Y, 20Y, 30Y and All row or clicking on the calendar button to select a more specific time period.
For example, Taiwan Semiconductor’s revenue has increased approximately 12.50% per year on average over the past 10 years.
The Taiwanese semiconductor company has a GF Score of 95 out of 100, driven by a rank of 10 out of 10 for profitability and growth and a rank of 8 out of 10 for financial strength and GF Value despite momentum ranking just 4 out of 10.
Taiwan Semiconductor’s profitability ranks 10 out of 10 on several positive investing signs, which include a four-star business predictability rank, a high Piotroski F-score of 7 out of 9 and an operating margin that has increased by approximately 0.8% per year on average over the past five years and outperforms more than 97% of global competitors.
Change the financial statement view
Users can change the financial statement view by clicking on one of the buttons in the “View” row. The “/Share” button allows users to view the financial statements on a per-share basis while the “% YOY” button allows users to view percent year-over-year changes in the financial data.
The “%” button allows users to view common-size ratios: The income statement items are reported as a percent of sales, while the balance sheet items are reported as a percent of total assets.
For companies headquartered outside of the U.S., the view buttons also allow users to view the financial data in the local currency: For example, click on the TWD button to view Taiwan Semiconductor’s financial data in Taiwanese dollars.
Creating customized fields
Users can create customized fields by first clicking on the “Customized Fields” tab on the 30-year financials navigation bar and then the “+ Add Customized Field” button.
Enter the name of the customized field and expression. Make sure you click the “Save New Indicator” button to save the customized field. The following screen shot illustrates a sample “total debt to total equity” customized field.
Taiwan Semiconductor’s financial strength ranks 8 out of 10, driven by a high Altman Z-score of 6.05 and an interest coverage ratio that outperforms approximately 64% of global competitors despite debt-to-equity ratios underperforming over 61% of global semiconductor companies.
Creating customized views
Users can also create customized views in the 30-year financials page. For example, users can select specific sections of the financial page and rearrange them in a customized order. The following screen shot illustrates an example in which a user creates a view containing just the income statement, balance sheet and cashflow statement using the Section Editor wizard.
Users can also set a saved view as the default view by clicking on the “Save as Default View” button.
Direct 10-K and 10-Q links
The 30-year financials page also allows users to view the source filing for a specific quarter or year of financial data. If the user hovers the mouse over a data point, a tooltip will show the date of the 10-K and 10-Q source filing. The following screen shot illustrates an example for Apple’s annual data for September 2022.
Downloading financial data to Excel and Google Sheets
Users can also download historical financial data to Excel and Google Sheets through several different methods, including direct download, batch download, Excel Add-in and Google Sheets add-on.
The Export button allows users to download the financial data as an XLS file or CSV file. The website also allows users to download the older version of the Excel files by using the “Export Old Version” button.
Users can also download a PDF version of the Summary and 30-Year Financials pages or access the Excel Add-in by clicking on the respective download buttons.
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