A quantitative score for more than 600 stocks and ETFs: US large caps across all 11 GICS sectors, major international companies, and funds covering stock indexes, sectors, countries, bonds, commodities and crypto. Every score starts at a neutral 50 and four checks of the latest SEC filings add or take away points, with the company’s business news and the world news on its industry adding or taking away a few more, so it reads Bullish, Neutral or Bearish — and every card says in plain words which checks moved it. Stock funds are scored from the companies inside them; bond funds on what they pay, who they lend to and their rate risk; commodity and crypto funds on where their price sits against its long-run trend, how much they swing and what they cost to hold. Updated as new filings and news land. No analyst opinions are involved, and it never looks at which way the share price has been moving.
GrowthHas revenue grown over several years, and is the business earning more?
ProfitabilityHow much of each dollar of sales does it keep?
Balance SheetDoes it hold more cash than debt?
ValuationIs the price fair for its earnings and growth?