Product Update

Score Card

By September 12, 2018 No Comments

The New Score Card Explained

As of September 18th, StockPointer subscribers will have access to a new ScoreCard that will provide more information and more accurate insights to investors. All legacy data remains but will now be displayed differently on the updated version of ScoreCard.

In addition to the upgraded user-interface, three new features have been added:

  • A new rating service that rates companies as Positive, Neutral, or Negative to provide a fundamental outlook of the company
  • A new factors exposure feature that scans the fundamentals of the company by looking at the quality, value, and growth factors as well as the risk exposure
  • Live market data versus the previous day data that featured in the older version

The menu has also been expanded to add a peers section and the navigation tab has been streamlined.

Download User Guide

Score Box

The SP Score is a proprietary scoring system based on StockPointer’s model. It’s a 12-factor algorithm and looks at quality and value factors. The weight for quality is 75% and 25% for value.

Positive Outlook: A company with sound financials that is generating higher returns on capital than costs of capital and is trading at a reasonable price.

Negative Outlook: A company that is risky and creates very little to no wealth for its shareholders.

Neutral: The stock may have both positive and negative characteristics and fundamentally does not offer enough Quality and Value factors to score well.

This score represents the overall performance of a company by considering multiple risk and performance factors based on the StockPointer® model. A high score indicates a high-quality stock trading at a reasonable price.
The arrow and the number represent the score variation since the last quarter.
The performance score is the performance portion of the overall score. By clicking on the information icon on the right, a detailed list of the different key performance indicators will be displayed.
The risk score is the risk portion of the overall score. Click on the information icon to obtain a detailed list of the different key performance indicators making up the score. This score evaluates the quality associated with the company. The lower the risk, the more likely the company will continue to perform well.
This figure represents the percentile ranking of the company based on its performance versus other companies listed in that country.
The line chart represents the TTM of the last available quarter and the 4 previous corresponding periods.
The upper card represents the 1y growth and the bottom card represents the 5y average growth.
The system rates the company: Positive Outlook, Negative Outlook and Neutral Outlook.
The factors exposure is meant to identify how a company is viewed based on numerous factors. The factors used to assess the company are listed under the “Peers” tab.
Quality – A green rating means that the company generates more wealth to its shareholders than the average. A red rating means that the company has unsustainable accounting performance and has a negative outlook.
Value – A green rating means that the company presents good value to investors. A red rating means that the stock is trading at a premium. Good quality and growth stocks will often trade at a premium.
Growth – A green rating indicates that the company is growing while a red rating indicates that either the company’s growth is slowing down or that the company is in a declining phase.
Risk – A green rating means that the company is less risky than the market and a red rating means that the company is riskier than the market.