Value Investing Made Easy
Find top opportunities with daily fundamental analysis of over 2000 stocks, sovereign bonds and equity ETFs, then combine them into one diversified portfolio built to weather any market.
The Approach
Value Investing
Value investing entails choosing undervalued stocks trading below their intrinsic value or target price. As value investors, we purchase stocks that the market underestimates, indicating they are undervalued, and sell them once they approach their target price.
Fundamental Analysis
Our sophisticated stock fundamental analysis integrates historical financial reports (income statement, balance sheet, cash flow), sector-specific factors, future growth, and macroeconomic trends to determine the stock's target price.
Discover the Potential of Any Stock
The stock's target price is calculated from advanced discounted cash flow techniques. This target price reflects the intrinsic value of the stock. The ratio between the target price and the current stock price is the appreciation (+) or depreciation (-) potential in percentage, or margin of safety.
Sector Adaptation
Companies are analyzed within their specific sectors, accounting for unique characteristics, market dynamics, and cyclicality. For example, a bank requires a different analysis than a tech company or a cyclical commodity producer.
Risk Mitigation
Through rigorous mathematical analysis of company finances, only investing in high-appreciation potential companies, and selling when they hit close to their target price, investors can mitigate permanent losses, minimizing the tradeoff between risk and reward. Like Warren Buffett says, 'First rule of investing: Don't lose money. Second rule: Don't forget the first one.
Multi-Asset Diversification
Value discipline doesn't stop at stocks. We score sovereign bonds on the real yield they pay versus their fiscal, macroeconomic and institutional risk, and equity ETFs on the fundamentals of their constituents. Stocks, bonds and inflation hedges then combine into one diversified portfolio built so that no single economic regime sinks it.
Good investment opportunities aren’t going to come along too often and won’t last too long. So you’ve got to be ready to act.
Charlie Munger
Method Overview
What is taken into account for the analysis?
How is the Investment Score calculated?
The valuation potential is coupled with quality scores (earnings, debt, profitability and growth) into one Investment Score.
One Diversified Portfolio
Value stocks, sovereign bonds and inflation hedges: three sleeves, each scored with the same value discipline, combined so that no single economic regime sinks your portfolio.
Value Stocks & Equity ETFs
The growth engine. Stocks pass the same fundamental value screens as our comparators, and top-scoring equity ETFs fill the markets your picks don't cover.
Sovereign Bonds
The stability sleeve. Governments are ranked by our risk-reward model, based on the real yield they pay versus their fiscal, macroeconomic and institutional risk. Only quality issuers pass the gate.
Inflation Hedges
The protection sleeve. Commodity-producer theme ETFs diversified across precious metals, industrial metals, energy, materials and agriculture.
Built for Every Economic Regime
Each sleeve responds to a different combination of growth and inflation, so part of the portfolio is always working.
Growth Rises
Stocks and equity ETFs lead the portfolio.
Growth Falls
Sovereign bonds cushion the drawdown.
Inflation Rises
Commodity hedges protect purchasing power.
Inflation Falls
Bonds and stocks both benefit.
Conservative, moderate or aggressive: pick a risk tier and an investment amount, and the builder does the rest.
Build Your Diversified PortfolioFree Features
In-depth fundamental analysis of stocks, sovereign bonds and ETFs, understandable for everyone.
Fair & Simple Pricing
30-day money-back guarantee and no hidden fees.
$160.00 / year
Stock Comparator Premium Annual Plan
Helping you make smart investment decisions, so you can sleep easy at night.
- Diversified portfolio builder (stocks, bonds & ETFs)
- Personal portfolio management
- Target price recalculation
- Access to stockcomparator portfolio
- Priority access to on-demand stock analysis
- Email alerts when the potential of your stocks falls.
$16.00 / month
Stock Comparator Premium Monthly Plan
Helping you make smart investment decisions, so you can sleep easy at night.
- Diversified portfolio builder (stocks, bonds & ETFs)
- Personal portfolio management
- Target price recalculation
- Access to stockcomparator portfolio
- Priority access to on-demand stock analysis
- Email alerts when the potential of your stocks falls.