Best Publications for Reviewing Stock Fundamentals: A Comprehensive Guide

When it comes to staying informed about the stock market and tracking the fundamentals of securities, access to reliable and up-to-date information is crucial. This guide explores some of the best publications and resources available for investors seeking a deep dive into the performance and financial health of companies listed on major stock exchanges like the NYSE and NASDAQ.

The Simply Investing Report

One such publication that stands out is the Simply Investing Report. This monthly report focuses on dividend value investing and tracks over 200 stocks, specifically 124 US stocks listed on the NYSE and NASDAQ, and 93 Canadian stocks. The comprehensive dataset provided for each company includes 28 key metrics, which are crucial for investors seeking a solid foundation in stock analysis.

Key Metrics in the Simply Investing Report

Company Name and Stock Symbol EPS Growth Over Last 20 Years Dividend Growth Over Last 20 Years Payout Ratio Long-term Debt to Equity Ratio SP Credit Rating Share Buyback Yes/No P/E Ratio Current Dividend Yield Average Dividend Yield (20-Year Average) Average Low Dividend Yield (20-Year Average) Average High Dividend Yield (20-Year Average) High Stock Price Low Stock Price P/B Ratio (Price-to-Book Ratio) Book Value Per Share SI Criteria Ranking Out of 9 Share Price Annual Dividend Graham Price Percent Difference Graham Price vs Current Price Consecutive Years of Dividend Increases Dividends Paid Since Industry Is the Stock Undervalued or Overvalued Earnings Per Share (EPS) Consecutive Years of EPS Increases

Value Line: A Time-Honored Choice

Although not as frequently referenced today as it once was, Value Line remains an excellent option for investors seeking a detailed and well-established publication focused on stock fundamentals. Established in the early 1900s, Value Line has maintained its position as a valuable resource for over 100 years. Today, it offers both print and online editions, providing comprehensive data and analysis for thousands of stocks listed on various exchanges, including the NYSE and NASDAQ.

Features of Value Line

Comprehensive Stock Data: Value Line offers a vast array of financial data and performance metrics for individual stocks. Bespoke Ratings and Recommendations: It includes unique valuation models and investment ideas based on rigorous analysis. Sector-Specific Insights: The publication provides detailed sector analysis, aiding investors in understanding broader market trends. Industry Comparisons: Easy-to-understand comparisons of companies within the same industry, helping investors make informed decisions. Historical Performance Data: Access to historical data and trends helps investors assess long-term growth potential.

Modern Data Aggregators: Finviz

For those who prefer more customizable and interactive data tools, Finviz offers a powerful way to screen and analyze stocks. As a stock screener, Finviz allows users to create and save their own datasets, making it a flexible and versatile tool for investment research.

Benefits of Finviz

Free and User-Friendly: Finviz is available for free, and its intuitive interface makes it accessible for both beginners and experienced investors. Customizable Screeners: Users can design their own screens based on numerous criteria, such as price, volume, financial ratios, and more. Real-Time Data: Finviz provides real-time stock quotes and market data, ensuring investors have the latest information. Educational Resources: The platform offers tutorials and articles to help users get the most out of its features.

Conclusion

Whether you prefer a tradition publication like Value Line or a modern, customizable tool like Finviz, there are multiple options available to help investors review and analyze stock fundamentals. The Simply Investing Report offers a robust, monthly tracking system with detailed metrics, while Value Line provides extensive historical and comparative data. Finviz, with its flexible screeners and real-time data, is a valuable addition for those needing more personalized and interactive investment research tools.