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
New Feature: More Details for ETF Ratings
Clients can now view the “Investment Recommendation Summary” and the “Rating History” for all ETFs under coverage.
Dividend Yield: Explanation & Calculation
The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.
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.
Update Your Email Preferences More Easily On the Dashboard
You can now update your email preferences from the Dashboard page.
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 methodologies.
Enhanced Auditability of Valuation Models
We’ve enhanced our marked-up filings service, provided for all of our company valuation models.
Continue Your Research While Adding Tickers to Your Portfolio
We’ve improved the functionality of our Screeners and My Portfolio page.
New Data Points For Clients
The following is a list of new data points in our Dynamic Data Screener and company models.
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.
3-Year Average Return on Invested Capital: Explanation & Examples
3-year average return on invested capital (seen in Figure 1) provides additional insights into a firm’s track record of prudent capital management.
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.
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.
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 throughout 2017.
GAAP-Based Return on Invested Capital: Explanation & Examples
GAAP-based ROIC is based on a simplified after-tax profit (NOPAT) and invested capital that can easily be calculated using only the income statement and balance sheet.
Top Firms Rely On Us to Fulfill Fiduciary Duty of Care
Many of the top firms in the world rely on our research to fulfill the fiduciary duty of care.
1-Click Custom Reports on Demand
In addition to our Dynamic Data Screener, clients also get direct access to our database via our 1-Click Report offering. See how it all works in this video.
Direct Access To Our Database: Dynamic Data Screener
This video shows how clients can directly access our database of analytics from our 5,000+ company valuation models in a matter of seconds with just a few clicks.
See Exactly How Our Valuation Models Work
We are 100% transparent about our models because we want our clients to know how much rigor and integrity are behind our research.
Updated Suspended Ratings and Analyst Notes Feature
In our efforts to make our research as easy to use as possible, we have made changes to enhance our Suspended Ratings and Analyst Notes.