Not sure if the right medium, but possibly consider showing mgmt guidance somehow? I have found that consensus literally just copies mgmt for most companies 95% of the time, but if there was a difference in guidance vs consensus that would be very notable (or like with HPE the fact that they didn't update guidance was incredibly useful)
Ultimately consensus = guidance in most all cases - so the estimates are your measure of guidance. The way to analyze this is looking for big beats from peers without consensus moving. Tough to capture in a programmatic approach to building tables.
Not sure if the right medium, but possibly consider showing mgmt guidance somehow? I have found that consensus literally just copies mgmt for most companies 95% of the time, but if there was a difference in guidance vs consensus that would be very notable (or like with HPE the fact that they didn't update guidance was incredibly useful)
Ultimately consensus = guidance in most all cases - so the estimates are your measure of guidance. The way to analyze this is looking for big beats from peers without consensus moving. Tough to capture in a programmatic approach to building tables.
thank you