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.

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Update Your Email Preferences More Easily On the Dashboard

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

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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.

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Enhanced Marked-Up Filings for Institutional Clients

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

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Continue Your Research While Adding Tickers to Your Portfolio

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

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New Data Points For Clients

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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More Transparency Into Why You Can Trust Our Research

As part of our ongoing efforts to be as transparent as possible, we’d like to draw your attention to three new pages that provide greater insight into New Constructs.

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Expanding Our Coverage Universe

We’ve created a new page that highlights the latest additions to our coverage universe, while also listing the 10,000+ stocks, ETFs, and mutual funds we cover.

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Dividend Yield Now Included in My Portfolio, Stock Screeners, and Company Valuation Models

Members now get access to the current dividend yield in our valuation models. They can also sort and screen by current dividend yield in our stock screeners and on the My Portfolio page.

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