ValueStockFinder
Analysis Methodology
ValueStockFinder analyses approximately 3,500 publicly listed companies using a consistent fundamental analysis framework. Standardised financial data and extensive AI-assisted research provide a consistent basis for assessing and comparing companies. Following new quarterly results, analyses are updated and compared with the previous assessment.
Reliable Financial Data and AI-Assisted Research
Financial data and qualitative analysis form two separate but connected foundations. Historical company figures, financial metrics and time series come from standardised financial data sources. These sources compile published data from financial reports, regulatory filings and official announcements into a comparable format. Analyst estimates are clearly distinguished from historical data.
AI researches and structures qualitative information, examines developments and puts the figures into context. It does not generate financial data or fill gaps in historical figures with its own estimates.
Company Sources and External Perspectives
Research begins with the latest quarterly and annual reports, earnings releases, investor relations communications and management statements. It examines what has changed and whether the reported figures support management's statements.
Specialist media, industry publications and established financial media complement the company's perspective. They help assess market shares, competitive dynamics, technological developments and regulatory risks. Company statements are therefore critically assessed within the broader market and industry context.
Understanding Fundamental Developments
All companies are examined using the same underlying principles. The analysis framework covers growth, profitability, valuation, financial stability, competitive advantages, market potential, technology, structural trends and cyclical positioning.
The focus is on the drivers behind the figures: Does growth come from higher sales volumes, price increases, changes in product mix, market share gains or acquisitions? Are margin changes temporary, or do they reflect a change in earnings quality?
Financial data and research together provide a coherent picture of a company's fundamental development. A consistent structure and assessment approach enable comparisons across markets, industries and company sizes.
Tracking Changes Over Time
Each new analysis is compared with the previous assessment. This reveals which assumptions have been confirmed, which risks have increased or decreased, and whether the company's fundamental profile has changed.
The focus is on lasting developments in the business model, competitive position and earnings quality. These are distinguished from short-term influences such as currency effects, one-off items, inventory cycles or temporary margin fluctuations.
Quality and Limitations
ValueStockFinder prioritises primary sources, researches significant developments across multiple sources and regularly updates its analyses following new company reports.
Nevertheless, company data may be revised, external sources may contain errors, and AI systems may misinterpret information. Analyst estimates also change continuously. The analyses should therefore be understood as structured assessments based on the information available.
A Foundation for Independent Assessment
The analyses show how companies develop fundamentally, what drives those developments, and which opportunities, risks and assumptions matter most. They help users compare companies and form their own assessments.
ValueStockFinder does not take into account users' personal financial circumstances, individual investment objectives or risk tolerance. The platform does not provide personalised investment advice or individual instructions on investment decisions.
Our research principle: Hard financial data provides the foundation. Extensive research adds context. A consistent analysis framework makes both comparable across thousands of companies.
What other investors say
“With thirty-odd individual positions, I was permanently behind on knowing where they stood. The nagging sense that I owed myself a few evenings of research — that’s what went away.”
Steven, Zurich
“The screening is simple and systematic, and it keeps surfacing companies I’d never have come across. A lot of what’s on my list now, I found that way.”
Andreas, Zurich
“The written analysis is what sold me. Numbers tell you where a company stands, not why it got there. Here I get both.”
Ben, New York
“My watchlist used to be a list of names I’d meant to get back to. Now it tells me when something actually moved.”
Samantha, Nashville
Notice: ValueStockFinder does not provide investment advice and does not issue recommendations to buy, hold or sell securities or other financial instruments. We are neither a provider nor an intermediary of financial products and do not name, recommend or arrange such providers.
We analyse listed companies exclusively from a fundamental perspective. The analyses are created automatically with the support of artificial intelligence; the underlying data comes from external sources, for whose accuracy and completeness no guarantee is given.
The content is provided for your own independent decision-making and does not take into account the personal financial situation, investment objectives, knowledge, experience or risk tolerance of users. Every investment decision is made at your own responsibility. Investments involve risks and may result in losses.
Learn more about our data sources, research process and analytical methodology in Analysis Methodology.