Fundamental Analysis

114 Terms

Terms in "Fundamental Analysis"

114 terms in this category

Altman Z-Score

Analyst Consensus

Analyst Coverage

Analyst Estimates

Analyst Rating

Analyst Reports

Analyst Revision

Analyst Track Record

Analyst Upgrades/Downgrades

Annual Earnings

Annual General Meeting (AGM)

Arithmetic Mean

Asset-Heavy Industries

Assets Under Management (AUM)

Auditor's Opinion

Basis Point

Benchmark

Benford's Law

Big Four

Bottom Line

Bottom-Up Analysis

Break-Even Analysis

Breakeven Analysis

Breakeven Point

Brokerage Report

Burn Rate

Business

Business Cycle Analysis

Buy, Hold, Sell

Cash Conversion Cycle (CCC)

Cash Equivalent

Catalysts

Contribution To Return

Cost-Benefit Analysis

Credit Analysis

Cumulative Return

Data Analysis

Data Analytics

Debt Analysis

Debt Service Coverage

Debt to Assets Ratio

Debt/Equity Ratio

Dividend Growth Rate

Dividend Payout

Dividend Safety

Dividend Sustainability

Dollar Impact

Due Diligence

Earnings Estimates

EBIT

Equipment Financing

Equipment Leasing

Factor Model

Fama-French

Fama-French Three-Factor Model

Financial Analysis

Financial Calculations

Fundamental Analytics

Fundamentals

GICS

Going Concern

Governance

Governance Standards

Grain Stocks

Green Belt

High Accruals

Historical Cost

Income Statement Analysis

Industry Analysis

Industry Life Cycle

Insider Ownership

Institutional Sponsorship

Inventory Turnover

Investment Analysis

Investment Research

Investment research involves analyzing financial data and market trends to identify trading opportunities and value assets.

Investor Relations (IR)

Lead Generation

Lease Expiration

Lifetime Value (LTV)

Liquidity Analysis

Loss Per Share

LT Debt/Equity

Macro Analysis

Macroeconomic Analysis

Manufacturing Standards

Margin Analysis

Margin Expansion

Market Intelligence

Market Research

Market Screening

Market Share

Mean

Microsoft Excel

Operating Lease

Organic Growth

Ownership Concentration

Peer Group

Peer Group Analysis

Performance Analysis

Pricing Power

Qualitative Analysis

Quantitative Analysis (QA)

Required Rate of Return (RRR)

Sales Growth

Sector Analysis

Total Debt/Total Assets

Unit Economics

Usage-Based Pricing

Vetting Process

Weapons and Gun Manufacturers

Year-Over-Year (YoY)

Yield Calculation

Yield Estimates

YTD (Year-to-Date)

Congressional Trades Beat the Market

Members of Congress outperformed the S&P 500 by up to 6x in 2024. See their trades before the market reacts.

2024 Performance Snapshot

23.3%
S&P 500
2024 Return
31.1%
Democratic
Avg Return
26.1%
Republican
Avg Return
149%
Top Performer
2024 Return
42.5%
Beat S&P 500
Winning Rate
+47%
Leadership
Annual Alpha

Top 2024 Performers

D. RouzerR-NC
149.0%
R. WydenD-OR
123.8%
R. WilliamsR-TX
111.2%
M. McGarveyD-KY
105.8%
N. PelosiD-CA
70.9%
BerkshireBenchmark
27.1%
S&P 500Benchmark
23.3%

Cumulative Returns (YTD 2024)

0%50%100%150%2024

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Top Closed Signals · Last 30 Days

NVDA+10.72%

BB RSI ATR Strategy

$118.50$131.20 · Held: 2 days

AAPL+7.88%

BB RSI ATR Strategy

$232.80$251.15 · Held: 3 days

TSLA+6.86%

BB RSI ATR Strategy

$265.20$283.40 · Held: 2 days

META+6.00%

BB RSI ATR Strategy

$590.10$625.50 · Held: 1 day

AMZN+5.14%

BB RSI ATR Strategy

$198.30$208.50 · Held: 4 days

GOOG+4.76%

BB RSI ATR Strategy

$172.40$180.60 · Held: 3 days

Hold time is how long the position was open before closing in profit.

See What Wall Street Is Buying

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Where Smart Money Is Flowing

Top stocks by net capital inflow · Q3 2025

APP$39.8BCVX$16.9BSNPS$15.9BCRWV$15.9BIBIT$13.3BGLD$13.0B

Institutional Capital Flows

Net accumulation vs distribution · Q3 2025

DISTRIBUTIONACCUMULATIONNVDA$257.9BAPP$39.8BMETA$104.8BCVX$16.9BAAPL$102.0BSNPS$15.9BWFC$80.7BCRWV$15.9BMSFT$79.9BIBIT$13.3BTSLA$72.4BGLD$13.0B