Your step-by-step guide to making smarter investment decisions
Five steps to comprehensive stock analysis
Get the big picture: Is this stock fairly priced?
Valuation tells you whether you're buying at a discount, fair price, or premium. It's your first filter — if a stock is massively overvalued, you might want to wait for a better entry point.
Look for stocks trading below our fair value estimate with strong fundamentals. These often represent the best risk/reward opportunities.
Deep dive into the company's financial health
A cheap stock isn't always a good deal. Strong fundamentals confirm that the business can sustain its valuation or justify growth.
Look for consistent revenue growth, improving profit margins, and positive earnings call sentiment. These signal a healthy, growing business.
See what the smart money is doing
Track which hedge funds, mutual funds, and institutions are buying or selling. Large position changes often signal conviction.
Company executives and members of Congress have inside knowledge. Watch for clusters of buying or selling activity.
Professional analysts provide price targets and ratings. Consensus views help gauge market sentiment.
If institutions are piling in while insiders are buying, that's confirmation. If everyone's selling, there might be something you're missing.
Don't just follow the crowd, but use it as a sanity check. If your analysis says "buy" but every insider is selling, investigate further.
Does this match YOUR investment strategy?
Not every stock fits every investor. We analyze stocks through four different lenses to help you determine if it aligns with your strategy.
A great growth stock might be a terrible pick for a value investor. Match the stock to your strategy for better results.
Use the Investment Style Analysis to see where a stock scores highest. If you're a dividend investor, prioritize stocks that rank well in that category.
Best fit: Value & Dividend investors
Find opportunities using proven investment strategies
Our stock screener includes pre-built filters based on strategies used by legendary investors. Whether you want to invest like Warren Buffett, Peter Lynch, or Benjamin Graham, we've got you covered.
Start with a legendary investor's strategy that matches your philosophy, then tweak the parameters to find your own edge. The best screens are often combinations of different approaches.
Invest like the greats — see how legendary strategies perform in today's market
Follow these five steps for every stock you research. The more you use the platform, the faster and more intuitive it becomes.
Want to dive deeper into our approach?
Learn about our investment philosophy