February 19, 20190Comments

Get Sector Data with Our Updated API & Excel Add-In v1.1

Easily embed our sector & industry ratings and metrics into your workflow with the latest version of our API and Excel Add-In.

by Kyle Guske II

November 28, 20180Comments

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!

by Sam McBride

November 8, 20180Comments

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.

by Kyle Guske II

November 14, 20170Comments

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”.

by Kyle Guske II

November 3, 20170Comments

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...

by Kyle Guske II

October 24, 20170Comments

New Feature: Dividend Yield for ETFs

We now provide the Dividend Yield for ETFs. Clients can view this important metric in the following locations

by Kyle Guske II

October 23, 20170Comments

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.

by Kyle Guske II

September 15, 20170Comments

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

by Kyle Guske II

September 14, 20170Comments

New Feature: More Details for ETF Ratings

Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.

by Kyle Guske II

August 30, 20170Comments

Dividend Yield: Explanation & Calculation

The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.

by Kyle Guske II

July 26, 20170Comments

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.

by Kyle Guske II

July 20, 20170Comments

Update Your Email Preferences More Easily On the Dashboard

You can now update your email preferences from the Dashboard page.

by Kyle Guske II

July 19, 20170Comments

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...

by David Trainer

July 18, 20170Comments

Enhanced Auditability of Valuation Models

We’ve enhanced our marked-up filings service, provided for all of our company valuation models.

by Kyle Guske II

July 6, 20170Comments

Continue Your Research While Adding Tickers to Your Portfolio

We’ve improved the functionality of our Screeners and My Portfolio page.

by Kyle Guske II

July 5, 20170Comments

New Data Points For Clients

The following is a list of new data points in our Dynamic Data Screener and company models.

by Kyle Guske II

June 14, 20170Comments

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.

by Kyle Guske II

May 30, 20170Comments

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.

by Kyle Guske II

May 15, 20170Comments

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.

by Kyle Guske II

« Older Articles