Transparency

Methodology & Data Sources

MinStocks organizes public-company information into static research pages. This page explains where the checked-in data comes from, how it is processed, and what the outputs cannot tell you.

Current core dataset generated: May 25, 2026. The site is not a real-time market-data service, and individual sources may have different dates.

Data sources

Company fundamentals and filings: SEC company-ticker, Company Facts/XBRL, submissions, and EDGAR archive data supply mapped financial facts, filing lists, selected 10-K text, and Form 4 insider transactions.

Market and company snapshots: the data pipeline can fetch quote, market-cap, enterprise-value, dividend, and quarterly-financial fields through Yahoo Finance data interfaces. These values are cached into the static dataset and are not live quotes.

Superinvestor portfolios: portfolio pages are generated from checked-in Dataroma holdings snapshots, including reported period, shares, value, and portfolio weight. Activity views compare available quarterly snapshots.

Update cadence and freshness

Data is refreshed in batches when the site's ingestion and generation jobs are run, then published as a Next.js static export. There is no guaranteed intraday, daily, or fixed refresh schedule.

The dataset generation date describes the build artifact, not necessarily the observation date of every field. Stock pages also show stock-level dates, and filing or holding records carry their own report dates where available. A missing value is displayed as unavailable rather than estimated.

How metrics and scores are presented

Financial ratios and growth rates are calculated from the available trailing and annual records. Five-year growth uses compound annual growth where valid positive starting values and enough periods exist. Valuation multiples combine financial results with a market snapshot, so mismatched dates can affect them.

The 100-point quality score adds five 20-point components: ROIC percentile; the percentile of an equal blend of five-year revenue and free-cash-flow growth; the inverse percentile of five-year free-cash-flow-margin volatility; a net-debt-to-EBITDA score; and five-year dividends plus buybacks relative to positive net income, capped at 100%. Missing components receive zero.

Percentile components use the available benchmark symbols matching the pipeline's one-to-five-uppercase-letter filter in that dataset build. Scores can therefore change when coverage changes, and sector differences can make cross-industry comparisons less meaningful.

Major limitations

  • SEC facts depend on issuer tagging and period mapping; restatements, amended filings, foreign issuers, and nonstandard taxonomies can create gaps or comparability problems.
  • Trailing metrics may combine periods reported on different dates. Market-based ratios can become stale between dataset refreshes.
  • DCF outputs are highly sensitive to user-selected growth, discount, terminal, debt, and share-count inputs. They are scenarios, not objective fair values.
  • Comparison colors only rank the companies currently displayed. A relatively better value can still be weak in absolute terms.
  • Reported manager holdings are delayed snapshots and may omit cash, shorts, derivatives, non-reportable assets, transactions after the report date, and the manager's reasoning.
  • Insider filings report transactions, not intent. Awards, option exercises, tax withholding, and sales can have different meanings.

Research aid, not a recommendation

MinStocks outputs are screening and research aids. They are not investment, financial, legal, or tax advice; they do not account for your objectives or circumstances; and they are not recommendations to buy, sell, or hold a security. Verify important facts in current company filings and other primary sources.

See also the disclaimer and terms of use.