Our independent and high-quality fundamental equity insights are specifically designed for the Wealth Management community and driven by our proprietary institutional-grade methodology.
Fundamental Equity Research
Gain a comprehensive view of global themes, industries, and companies
Research focused on actionable ideas and excess returns
Confidently build portfolios and identify trading opportunities
Trusted and Proven Methodology
We are trusted by more than 150,000 financial advisors as an important source of independent investment research and insights. Our approach blends fundamental equity principles with forensic accounting techniques to establish company value and determine STARS rankings.
Unique Valuation Approach
We do not follow a singular approach to company valuation. We apply the most relevant valuation techniques for each company and industry, often using multiple methods, to triangulate around what we determine is the most reasonable valuation for a company.
Whether on television, online or in print, our team of fundamental equity analysts are highly sought after experts across global financial markets and regularly appear on prominent financial and investment media outlets worldwide.
Stay on top of industry trends
Our Industry Surveys allow you to identify the key drivers of an industry quickly. Our coverage spans 68 industries and 11 sectors so you can easily become familiar with an industry, identify key drivers and ultimately make well-informed investment decisions.
Select investments with confidence
Qualitative and Quantitative Stock Reports
Qualitative coverage of more than 1,600 global companies featuring buy-sell-hold recommendations, price targets and STARS rankings along with quantitative coverage of an additional 13,000+ global companies featuring buy-sell-hold recommendations.
Take the headache out of portfolio construction
We offer 15 stock and ETF model portfolios, in addition to 5 ESG models, and track records ranging up to 24 years, giving you a turnkey solution for portfolio construction developed and maintained by CFRA’s experienced Portfolio Management Committee. We also recently launched five new ESG Model Portfolios so you to capitalize on industry trend that is top of mind for many investors.
A style-box agnostic ranking system
Proprietary STARS Rankings
Our equity research employs our proprietary 5-level ranking system, Stock Appreciation Ranking System (STARS), for our recommendations.
Our overarching methodology uses an expectations framework that accounts for embedded future cash flows into each company’s share price. Better aligned to how financial markets operate; this allows our recommendations to be free of style restrictions like growth or value.
Rest easy with our risk management approach
Comprehensive Risk Assessments
We believe complementing our recommendations with a thorough risk management process is critical in maintaining trust. Below are examples of some risk hurdles our recommendations must pass:
- Analyst Risk Assessment: Analysts assign a risk rating to each company focused on going concerns, cash flow and balance sheet strength. This assessment is not volatility related.
- Forensic Accounting Assessment: Covered companies receive forensic accounting rating and are flagged in the event a company falls into the high-risk category.
- Sector Meeting Assessment: Analysts must present and defend their recommendations to a panel of peers focusing on scenario analysis and risk/reward profile.
Flexible Content Delivery
Choose the integration approach that best meets your needs
Desktop access to our full suite of fundamental equity, ETF, and mutual fund research through our online portal, MarketScope Advisor, available with stand-alone credentials or single sign-on integration.
Atomized integration of CFRA content through our award-winning Research-as-a-Service (RaaS) API directly into your portals allows for creation of custom tools and applications across your enterprise.
Easily ingest CFRA content through your internal workflows, processes, and platforms through a daily data feed. Multiple file formats are supported including PDF, XML, TXT, and RIXML v2.5.
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