Analysis methodology

ValueStockFinder analyzes around 3,500 publicly listed companies using a consistent fundamental research framework. After new quarterly results are published, each analysis is updated and compared with the previous assessment. ValueStockFinder combines standardized financial data with broad AI-assisted research across company sources, industry publications, and financial media. The objective is to create a consistent and comparable fundamental view across a large universe of companies.

Two separate foundations: financial data and qualitative research

ValueStockFinder deliberately separates quantitative financial data from qualitative analysis. The financial metrics and historical time series displayed in the platform are not generated or estimated by AI. They come from standardized financial data sources that collect and normalize company-reported information from financial statements, regulatory filings, and official corporate disclosures. Depending on the reporting framework, the underlying figures are based on standards such as IFRS or US GAAP. Forward analyst estimates are treated as external consensus estimates and are clearly separated from historical company-reported data.

The qualitative analysis is based on broad AI-assisted internet research. For each company, the research process examines the fundamental developments behind the numbers, the causes of changes in growth or margins, relevant structural trends, and evolving risks. Quantitative data and qualitative research form two separate but interconnected analytical layers.

Primary sources come first

The research process starts with the company's own disclosures. Particular emphasis is placed on the latest quarterly and annual reports, earnings releases, regulatory filings, investor-relations publications, presentations, and management commentary. After each earnings release, the analysis focuses on what has materially changed since the previous period and whether management's statements are supported by the reported results.

Company statements are not automatically treated as conclusions. They are evaluated in the context of external information so that the analysis does not rely solely on management's own narrative.

Broad external research

After reviewing primary company sources, the research is deliberately broadened. ValueStockFinder considers relevant industry publications, trade media, sector research, established financial publications, and other reputable business and financial sources. This allows company developments to be placed within their broader market, competitive, and industry context.

This external research is particularly important when assessing market share, competitive dynamics, technological change, regulatory risks, and structural industry trends. The objective is to critically contextualize company disclosures and complement them with external perspectives.

From research to structured fundamental analysis

The researched information is transformed into a standardized analytical framework. ValueStockFinder assesses companies across areas such as growth, profitability, valuation, financial stability, competitive advantages, market potential, technology, structural trends, and cyclical positioning.

The analysis looks beyond individual metrics and focuses on the underlying causes and relationships. Growth, for example, may result from volume, pricing, product mix, market-share gains, acquisitions, cyclical recovery, or structural market trends.

Causes and relationships

Financial metrics and qualitative research are considered together. The numbers show how the company is developing, while the written analysis places those developments in context and examines the underlying causes.

ValueStockFinder analyzes the factors influencing growth, profitability, stability, and valuation. These may include pricing and volume effects, product mix, market-share changes, acquisitions, cost development, structural industry trends, and cyclical influences.

The combination of quantitative data and broad research creates a coherent picture of the company's fundamental development.

Every new analysis is compared with the previous one

A single quarter is not viewed in isolation. Each new analysis is compared with the previous assessment. This makes it possible to identify which assumptions were confirmed, which risks increased or decreased, and whether the company's fundamental profile has materially changed.

The emphasis is on structural developments. Short-term effects such as foreign exchange, one-off items, difficult comparables, inventory cycles, or temporary margin movements are distinguished from lasting changes in the business model, competitive position, or earnings quality.

What AI does and what it does not do

AI is used within ValueStockFinder to research large amounts of publicly available information, identify relevant information across multiple sources, compare current developments with previous analyses, and structure qualitative information within a consistent analytical framework.

AI does not generate the underlying financial statements or historical financial time series displayed in the platform. Historical company figures and standardized financial metrics come from structured financial data sources. AI is also not used to invent or freely estimate missing historical financial figures. This separation is a core part of the methodology.

Consistency across thousands of companies

The main advantage of automation is not simply speed. It is consistency. Around 3,500 companies can be assessed using the same analytical questions, structure, and framework.

This creates systematic comparability across markets, industries, and company sizes. Each company is assessed according to the same fundamental principles and incorporated into a consistent analytical model.

Research as a basis for your own assessment

ValueStockFinder does not know a user's personal financial situation, individual investment objectives, or risk tolerance. The platform therefore does not provide personalized investment advice or individual instructions to buy or sell securities.

The analyses provide a structured research foundation. Users can understand how a company's fundamentals are developing, what is driving those developments, which structural opportunities and risks matter, and which assumptions are most important for the future.

Data and research quality

ValueStockFinder aims to use current and reliable information. Company disclosures may later be revised, external sources may contain errors, consensus estimates change over time, and AI-assisted research can misinterpret information.

For this reason, ValueStockFinder prioritizes primary sources, separates quantitative financial data from qualitative analysis, researches material developments across multiple sources, and regularly updates company analyses after new financial reporting.

Our research principle

Hard financial data provides the foundation. Broad research provides the context. A consistent analytical framework makes both comparable across thousands of companies.