CFRA is a global leader in financial intelligence solutions and insights

Increase your portfolio return, mitigate risk, and identify investment opportunities using CFRA’s diverse, well-researched assets

Navigating the complex world of wealth management requires a flexible approach.

Gone are the days when a narrow focus on equity research sufficed for sophisticated advisors and knowledgeable clients.

Misvalued projections and outdated analysis only leave them to pick up the pieces. Today’s landscape demands a forward-thinking and adaptable strategy.

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.

Sought-After Expertise

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.

CFRA is trusted by the most sophisticated global firms

Assets managers

5 of 10 top firms

Hedge funds

10 of 20 top firms

Mutual funds

4 of 5 top firms

Pension funds

5 of 10 top firms

Wealth managers

3 of 5 top firms


10 of 20 top firms

Online brokers

8 of 10 top firms

D&O Insurers

3 of 5 top firms

Marketscope Advisor

Our independent and high-quality fundamental equity insights are specifically designed for the Wealth Management community and driven by our proprietary institutional-grade methodology.

Streamline your research efforts with our centralized platform - all your data in one place.

  • Actionable insights at your fingertips
  • MarketScope Advisor
  • MarketScope Advisor gives users access to our full suite of fundamental equity, ETF, and mutual fund research so you
  • Can stay on top of market changes in real time

Staying on top of market trends

CFRA uses diverse methods to evaluate company and industry valuations, providing clients with informed investment decisions.

Take the headache out of portfolio construction

A turnkey solution for portfolio construction consisting of 15 stock and ETF models, 5 ESG models, and track records ranging up to 24 years.

Select investments with confidence

Featuring buy-sell-hold recommendations, price targets, and STARS rankings for over 1,600 global companies; quantitative coverage of an additional 13,000+ global companies.

Proprietary STARS Rankings

CFRA Equity Research uses a 5-level ranking system based on an expectations framework for identifying future cash flows embedded in a company's share price.

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.

CFRA in News

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.

Media Outlets that Regularly Cite CFRA
  • Wall Street Journal
  • Bloomberg
  • CNBC
  • Barron's
  • Financial Times
  • Forbes
  • MarketWatch
  • CNN Money
  • Yahoo Finance
  • The Washington Post
  • S&P Global
  • and any more...

Discover how CFRA Research can power your investment and business decisions

As one of the world’s largest independent research firms, CFRA helps its global subscribers to improve their investment and business decision making choices.

Through a differentiated approach CFRA delivers high-quality research designed to enhance portfolio performance and mitigate risk.

Begin your free, 2-week no obligation trial to access the latest insights:

  • Market Analysis
  • Major Sector Analysis
  • Industry Group Analysis
  • Stock Analysis
  • ETF Analysis
  • Portfolios
  • Buy & Sell Ideas
  • Daily & Weekly Alerts specifically bull and bear markets

Want to learn more? Contact us today!