New Feature: Excel Add-In
Do you wish you had the ability to create custom dashboards, tables, and charts using our trusted fundamental research? Now you can!
Sam McBride
Tutorials
Sam McBride
Top Firms Rely On Us For Proper Diligence On Fundamentals
Many of the top firms in the world rely on our research to fulfill the fiduciary duty of care.
Kyle Guske II
GDPR Reminder: We’ve Updated our Privacy Policy
To help comply with GDPR consent requirements, we’ve updated our Privacy Policy.
Kyle Guske II
New Service: Sector & Industry Ratings & Analyst Commentary
We now provide Sector and Subsector ratings to our Unlimited and Institutional members. Clients access these ratings by clicking the Ratings tab and, then, clicking on “Sectors”.
Kyle Guske II
New Service: Filings Calendar for 10-Ks & 10-Qs
Get the latest on when and if companies have filed their 10-Ks or 10-Qs within the last two weeks or the next two weeks. Track the status of our analysis of the filings as...
Kyle Guske II
New Feature: Dividend Yield for ETFs
We now provide the Dividend Yield for ETFs. Clients can view this important metric in the following locations
Kyle Guske II
New Feature: Ratings Expansion in the Stock, Mutual Fund & ETF Screeners
Unlimited and Institutional clients can now view ratings details directly from the Stock and ETF/Mutual Fund Screeners just as they can on the My Portfolio and Ratings pages.
Kyle Guske II
New Feature: Get Details for Stocks in Model Portfolios
Unlimited & Institutional clients can now view the ratings and adjustments details for all tickers in Model Portfolios
Kyle Guske II
New Feature: More Details for ETF Ratings
Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.
Kyle Guske II
Dividend Yield: Explanation & Calculation
The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.
Kyle Guske II
Extending Our Diligence to Dividends
We have extended the unrivaled level of diligence that our Robo-Analyst technology provides on earnings quality to our analysis of dividend data.
Kyle Guske II
Update Your Email Preferences More Easily On the Dashboard
You can now update your email preferences from the Dashboard page.
Kyle Guske II
Changing the Names, But Not the Meaning, of Ratings
In response to feedback, we are making two changes to the names of our ratings. These changes in language have no impact on our underlying stock or ETF & mutual fund rating...
David Trainer
Enhanced Auditability of Valuation Models
We’ve enhanced our marked-up filings service, provided for all of our company valuation models.
Kyle Guske II
Continue Your Research While Adding Tickers to Your Portfolio
We’ve improved the functionality of our Screeners and My Portfolio page.
Kyle Guske II
New Data Points For Clients
The following is a list of new data points in our Dynamic Data Screener and company models.
Kyle Guske II
Expanding Our Research Capabilities: Inactive Company Historical Models Now Available
We’ve added inactive tickers to our coverage universe. The inclusion of inactive tickers in our research offerings gives clients more insight into more companies.
Kyle Guske II
Return on Gross Invested Capital (ROGIC): Explanation & Examples
Return on gross invested capital (ROGIC) (seen in Figure 1) provides additional insights into the profitability of highly-capital intensive businesses.
Kyle Guske II
More Transparency For More Trust
We’ve added additional transparency to our company models so clients can more easily trace data and calculations to their sources in the original financial filings.
Kyle Guske II
New Features & Enhancements
We’re constantly looking for ways to improve our research offerings and make using/accessing our research as easy as possible. To that end, we’ve made many improvements...
Kyle Guske II