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.
A comprehensive view of global themes, industries, and companies.
Unlock Actionable Insights with CFRA's Fundamental Equity Research.
Our Approach to Fundamental Equity Research
Confidently build portfolios and identify trading opportunities.
Trusted and Proven Methodology
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.
Why Choose CFRA Research for Fundamental Equity Research?
Our independent and high-quality fundamental equity insights are specifically designed for the Wealth Management community and driven by our proprietary institutional-grade methodology.
Stay on top of industry trends
Industry Surveys
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
Model Portfolios
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.
Access Our Latest Fundamental Equity Research Insights
Artificial Intelligence & Sector Impact
CFRA experts discussed the growth and investment potential of Generative AI across semiconductors, software, and cloud AI, along with emerging opportunities and regulatory challenges.
Recession Risks Rising
CFRA sees no immediate U.S. recession but warns of global risks and advisees a balanced portfolio focused on equities while monitoring economic data closely.
CFRA's Fusion Forecasting
CFRA's Fusion Forecasting integrates fundamental and technical research to optimize investment timing, aiming for improved market performance and reduced volatility.
MarketScope Advisor - Our full suite of fundamental research, including our sector and industry insights are available through our online portal.
Overview
Accessible through our turn-key web-based platform, MarketScope Advisor, you’ll have access to our full suite of fundamental equity, ETF, and mutual fund research so you can stay on top of changing markets in real-time.
STAY INFORMED OF THE BIG PICTURE
- Commentary focused on economic and market trends, history, strategy and momentum
- Industry insights highlighting key drivers, broad fundamentals, recent performance and trends
BUILD PORTFOLIOS AND SELECT INVESTMENTS
- Validate your investment ideas and recommendations with
independent research - Custom screening of stocks, ETFs and funds to generate
investment ideas - Access to CFRAs 15 stock and ETF Model portfolios
MONITOR INVESTMENTS AND MANAGE RISK
- Custom watchlists to easily monitor stocks, funds and ETFs
- Set alerts to receive notifications when new research is published
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
MarketScope Advisor
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.
APIs
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.
Data Feeds
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.