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Stock Research: How to Do Your Due Diligence in 4 Steps

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Stock research involves investigating a company's financials, leadership team and competition to figure out if you want to invest.

When doing stock research, it's helpful to know terms such as revenue, earnings per share and price-earnings ratio.

A good stock research site can help you find lots of information quickly and may even offer stock analysis.

Stock research is a lot like shopping for a car. You can base a decision solely on technical specs, but it’s also important to consider how the ride feels on the road, the manufacturer’s reputation and whether the color of the interior will camouflage dog hair.

What is stock research?

Stock research is a method of analyzing stocks based on factors such as the company’s financials, leadership team and competition. Stock research helps investors evaluate a stock and decide whether it deserves a spot in their portfolio.

» Looking for a lesson in how to buy stocks instead? We have a full guide to that here .

4 steps to research stocks

One note before we dive in: Stocks are considered long-term investments because they carry quite a bit of risk; you need time to weather any ups and downs and benefit from long-term gains. That means investing in stocks is best for money you won't need in at least the next five years. (Elsewhere we outline better options for short-term savings .)

1. Gather your stock research materials

Start by reviewing the company's financials. This is called quantitative research, and it begins with pulling together a few documents that companies are required to file with the U.S. Securities and Exchange Commission (SEC):

Form 10-K: An annual report that includes key financial statements that have been independently audited. Here you can review a company’s balance sheet, its sources of income and how it handles its cash, and its revenues and expenses.

Form 10-Q: A quarterly update on operations and financial results.

Best stock research websites

The SEC’s Electronic Data Gathering, Analysis and Retrieval (EDGAR) website provides a searchable database of the forms named above. It’s a valuable resource for learning how to research stocks.

Short on time? You’ll find highlights from the above filings and important financial ratios on your brokerage firm ’s website or on major financial news websites. (If you don't have a brokerage account, here's how to open one .) This information will help you compare a company’s performance against other candidates for your investment dollars.

» View our picks: The best online brokers for stock trading

2. Narrow your focus

These financial reports contain a ton of numbers and it's easy to get bogged down. Zero in on the following line items to become familiar with the measurable inner workings of a company:

Revenue: This is the amount of money a company brought in during the specified period. It’s the first thing you’ll see on the income statement, which is why it’s often referred to as the “top line.” Sometimes revenue is broken down into “operating revenue” and “nonoperating revenue.” Operating revenue is most telling because it’s generated from the company’s core business. Nonoperating revenue often comes from one-time business activities, such as selling an asset.

Net income: This “bottom line” figure — so called because it’s listed at the end of the income statement — is the total amount of money a company has made after operating expenses, taxes and depreciation are subtracted from revenue. Revenue is the equivalent of your gross salary, and net income is comparable to what’s left over after you’ve paid taxes and living expenses.

Earnings and earnings per share (EPS). When you divide earnings by the number of shares available to trade, you get earnings per share. This number shows a company’s profitability on a per-share basis, which makes it easier to compare with other companies. When you see earnings per share followed by “(ttm)” that refers to the “trailing twelve months.”

Earnings is far from a perfect financial measurement because it doesn’t tell you how — or how efficiently — the company uses its capital. Some companies take those earnings and reinvest them in the business. Others pay them out to shareholders in the form of dividends.

Price-earnings ratio (P/E): Dividing a company’s current stock price by its earnings per share — usually over the last 12 months — gives you a company’s trailing P/E ratio . Dividing the stock price by forecasted earnings from Wall Street analysts gives you the forward P/E. This measure of a stock’s value tells you how much investors are willing to pay to receive $1 of the company’s current earnings.

Keep in mind that the P/E ratio is derived from the potentially flawed earnings per share calculation, and analyst estimates are notoriously focused on the short term. Therefore it’s not a reliable stand-alone metric.

Return on equity (ROE) and return on assets (ROA): Return on equity reveals, in percentage terms, how much profit a company generates with each dollar shareholders have invested. The equity is shareholder equity. Return on assets shows what percentage of its profits the company generates with each dollar of its assets. Each is derived from dividing a company’s annual net income by one of those measures. These percentages also tell you something about how efficient the company is at generating profits.

Here again, beware of the gotchas. A company can artificially boost return on equity by buying back shares to reduce the shareholder equity denominator. Similarly, taking on more debt — say, loans to increase inventory or finance property — increases the amount in assets used to calculate return on assets.

» Want to make sense of stock charts? Learn how to read stock charts and interpret data

3. Turn to qualitative stock research

If quantitative stock research reveals the black-and-white financials of a company’s story, qualitative stock research provides the technicolor details that give you a truer picture of its operations and prospects.

Warren Buffett famously said: “Buy into a company because you want to own it, not because you want the stock to go up.” That’s because when you buy stocks, you purchase a personal stake in a business.

Here are some questions to help you screen your potential business partners:

How does the company make money? Sometimes it’s obvious, such as a clothing retailer whose main business is selling clothes. Sometimes it’s not, such as a fast-food company that derives most of its revenue from selling franchises or an electronics firm that relies on providing consumer financing for growth. A good rule of thumb that’s served Buffett well: Invest in common-sense companies that you truly understand.

Does this company have a competitive advantage? Look for something about the business that makes it difficult to imitate, equal or eclipse. This could be its brand, business model, ability to innovate, research capabilities, patent ownership, operational excellence or superior distribution capabilities, to name a few. The harder it is for competitors to breach the company’s moat, the stronger the competitive advantage.

How good is the management team? A company is only as good as its leaders’ ability to plot a course and steer the enterprise. You can find out a lot about management by reading their words in the transcripts of company conference calls and annual reports. Also research the company’s board of directors, the people representing shareholders in the boardroom. Be wary of boards comprised mainly of company insiders. You want to see a healthy number of independent thinkers who can objectively assess management’s actions.

What could go wrong ? We’re not talking about developments that might affect the company’s stock price in the short-term, but fundamental changes that affect a business’s ability to grow over many years. Identify potential red flags using “what if” scenarios: An important patent expires; the CEO’s successor starts taking the business in a different direction; a viable competitor emerges; new technology usurps the company’s product or service.

4. Put your stock research into context

As you can see, there are endless metrics and ratios investors can use to assess a company’s general financial health and calculate the intrinsic value of its stock. But looking solely at a company's revenue or income from a single year or the management team's most recent decisions paints an incomplete picture.

Before you buy any stock, you want to build a well-informed narrative about the company and what factors make it worthy of a long-term partnership. And to do that, context is key.

For long-term context, pull back the lens of your research to look at historical data. This will give you insight into the company's resilience during tough times, reactions to challenges, and ability to improve its performance and deliver shareholder value over time.

Then look at how the company fits into the big picture by comparing the numbers and key ratios above to industry averages and other companies in the same or similar business. Many brokers offer research tools on their websites. The easiest way to make these comparisons is by using your broker's educational tools, such as a stock screener. (Learn how to use a stock screener .) There are also several free stock screeners available online.

The bottom line on how to research stocks

Stock research is just a matter of gathering the right materials from the right websites, looking at some key numbers (quantitative stock research), asking some important questions (qualitative stock research) and looking at how a company compares to its industry peers — as well as how it compares to itself in years past.

Following these four steps can help you gain a deeper understanding of how to research stocks.

Colloquially, yes — "due diligence" or "DD" is a synonym for stock research.

Some professional investors, such as financial advisors, have a duty to act in their clients' best interest and are legally required take care, or exercise "due diligence," to not harm them financially — for example, by thoroughly researching an investment before buying it on behalf of a client.

Paid subscriptions and tools may streamline the research process, and may have more obscure types of stock data that aren't easy to find for free. But all of the types of data we've discussed in this article, such as SEC filings and valuation metrics, are available for free on websites such as EDGAR and Yahoo Finance .

Some professional investors, such as

financial advisors,

have a duty to act in their clients' best interest and are legally required take care, or exercise "due diligence," to not harm them financially — for example, by thoroughly researching an investment before buying it on behalf of a client.

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Where to Get the Best Stock Research

Forget Wall Street’s calls. We tell you which newsletters and Web sites are the most helpful.

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Unless picking stocks is your full-time job, you can probably use some help finding attractive opportunities or getting a feel for what makes a company tick. But with everyone from Jim Cramer to your broker vying for your attention, you face a surfeit of options.

How to Be a Better Stock Investor

As with choosing an adviser, the key to finding good stock research is to identify an outfit that shares your investment philosophy, says Robert Stammers, director of investor education for the CFA Institute, which administers the chartered financial analyst designation. “You’re using them to reduce time and effort, so you need to find someone who thinks the same way and asks the same questions you do.” Here are our reviews of a few sources you may be considering.

Wall Street Research

This is also called sell-side research because it’s produced by investment banks, which sell securities to clients. In general, you should disregard the “buy,” “sell” and “hold” ratings of sell-side analysts. Their compensation is often tied to the fees their firms earn for trades on stocks an analyst covers (the hotter a stock, the more clients want to trade it). Plus, analysts often follow their employer’s investment-banking clients. Those considerations may lead to unwarranted bullishness or cause an analyst to pull his punches when the facts might otherwise dictate a bleaker view.

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But analysts’ profit estimates are helpful when figuring a stock’s price-earnings ratio. Moreover, revisions to estimates can provide an indicator of how informed players see a company’s business prospects changing. You can find data on estimates free at Yahoo Finance .

Independent Research

This category includes firms that offer access to their reports on a subscription basis or through discount brokers. S&P Capital IQ , formerly known as Standard & Poor’s, tracks 1,600 stocks. Its reports reach some 20 million people, including clients of many discount brokers. S&P analysts seek companies with strong growth prospects that also trade for meaningful discounts to the analysts’ price targets, says Stephen Biggar, S&P Capital IQ’s global director of stock research. “We try to provide the basis for our opinion in a way that leaves the reader with a good understanding of the company,” he says.

Reports from Argus Research are also ubiquitous among discount brokers. Rather than boil the ocean, Argus focuses on 450 U.S. stocks, including the largest 200 companies by market value and about 250 stocks “that clients are asking about,” such as Facebook and LinkedIn , says president John Eade. Analysts use a six-step process that begins by examining the outlook for the economy and a firm’s industry. They then study a firm’s business model, financial strength and management, analyze the risks and conclude by looking at a stock’s price.

A premium subscription to Morningstar gets you access to reports on 1,800 companies. In the spirit of Warren Buffett , Morningstar’s analysts favor companies with a wide “moat,” or defensible advantage, and stocks that sell at a discount to a firm’s true worth, which they estimate by forecasting future cash flows. Morningstar says that since it started rating stocks in June 2002 through July 31, wide-moat companies with “buy” ratings returned 17.8% a year, compared with 5.6% for Standard & Poor’s 500-stock index. Among stocks fitting the bill today are Cisco Systems , Martin Marietta Materials and Western Union.

For a quick study, it’s hard to top the Value Line Investment Survey , which reduces its analysts’ research on about 1,700 stocks down to one-page summaries that contain a dazzling array of numbers and succinct commentary. In addition to offering its analysts’ opinions, Value Line spits out Timeliness Rankings, which factor in earnings trends and stock-price movements. The top 100 names represent Value Line’s best ideas for stock-price results over the next six to 12 months. Over the past decade, the top picks gained an average of 3.6% annualized.

Newsletters

Mark Hulbert, who produces the Hulbert Financial Digest, has been tracking investing newsletters for decades. Among the 180 letters he follows, The Prudent Speculator is a top pick for long-term performance. Its recommendations have returned 10.6% annualized over the past ten years. John Buckingham, who also manages the Al Frank Fund, edits Speculator. He assumed the solo lead role at the fund and the newsletter when founder Al Frank died in 2002. Buckingham looks for stocks that are cheap according to such measures as price to earnings, sales and book value (assets minus liabilities).

Hulbert also maintains an honor roll of newsletters that have produced above-average returns in both bull and bear markets for more than ten years. Investor Advisory Service is the top performer since Hulbert created the list in 1998; it has returned 10.2% annualized over the past ten years, compared with 6.3% annualized for the S&P 500.

The newsletter is published by ICLUBcentral, which also sells stock analysis software to investment clubs, but its analysis comes from Seger-Elvekrog, a money manager based in Novi, Mich., that oversees about $300 million. Scott Horsburgh, president of Seger-Elvekrog, says his team looks for firms with sustainable, double-digit earnings growth and stocks whose P/Es are below their long-term average P/Es. The aim is to pick stocks that can double in five years. “We look often and buy seldom,” he says.

Another top performer on Hulbert’s honor roll is Zacks Premium. The letter’s strategy is based on research by CEO Leonard Zacks, who found 30 years ago that stocks tended to perform well when analysts raised earnings estimates for the underlying companies and typically performed poorly when analysts trimmed profit forecasts. In addition, when quarterly earnings top or trail estimates, the trend is likely to repeat in the next quarter, causing the stock to rise when profits beat estimates or fall when they lag them. Zacks Investment Research’s 85 analysts bird-dog brokerage analysts’ estimates and earnings surprises to produce a portfolio of up to 100 stocks. The letter’s picks returned 9.7% annualized over the past ten years.

Web Resources

David Jackson, founder and CEO of Seeking Alpha , says too many sources of stock research underestimate the intelligence of their readers by assuming their audience needs to be told what to think. “There are always two sides to any stock story,” he says. “There are bulls and bears.” His Web site tries to provide investors with a broad range of perspectives, “so they’re empowered to make up their minds.”

Points of view abound. This is a great place to get a sense of how other investors view a company’s fortes and foibles. Jackson thinks the writing on the site is more compelling than other sources because Seeking Alpha’s authors have real money at stake on the ideas they share (writers must disclose any positions relevant to a post, although the site is limited in how stringently it can enforce this). Seeking Alpha also offers free transcripts of conference calls that company officials hold after releasing quarterly earnings reports. The calls are a great source for getting a sense of the boss’s own expectations.

For the self-directed investor, little can beat the comprehensiveness and depth of Yahoo Finance . Fan Barry Ritholtz, author of The Big Picture blog , says he can still remember the dinosaur age when instead of sailing through a few clicks, investors had to thumb through a physical tome to find analysts’ estimates, biggest shareholders and other facts about a company. “Yahoo Finance has a ridiculous amount of information in one space,” he says. “It’s mind-blowing how much stuff is free.”

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5 stock research tools

Some investors prefer to let experts manage their money. Others like to take a more hands-on approach. And many employ a combination—investing most of their portfolio in professionally managed products, and setting aside a portion to make their own investments. If you like to make some, or all, of your own investing decisions, there are a number of tools that can help you do so.

Here are 5 ways you can research stocks and manage your investments using online tools—many of which you might already have at your disposal.

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1. Research platform

One of the most helpful, do-it-yourself resources for investors is a research platform. A research platform can provide you with a wealth of information, such as quotes for individual stocks, company financial statements, key company statistics, and much more. Even experienced, advanced investors and traders may be surprised to discover how extensive the tools and resources are that can be found in a particular platform.

If you go to the home page of Fidelity.com , you will find a powerful research platform within the News & Research tab at the top of the page. This is where you can get access to a lot of information on not only stocks but also sectors and industries , exchange-traded funds (ETFs) , mutual funds , bonds , options , IPOs , and annuities .

You can also enter a company/security or its ticker symbol in the search bar on the top-right corner of the page. This will bring you to a specific company’s snapshot page. Here, you can find a plethora of information that can help you research publicly traded companies or financial securities.

Suppose you were considering investing in a stock. On its snapshot page, you can find a detailed quote containing vital information such as the current stock price, average daily volume, and annual yield (see the image below). You’ll also be able to look at a chart of the stock’s price, find the latest news and research reports, and see other key statistics (more on all this information shortly).

Once you've made your investment choices, managing them is critical to being successful. You can use all the tools mentioned above to monitor and research your open positions. There are also ways to determine whether the stocks you’ve researched and chosen are a good mix when looked at as a whole.

Fidelity offers a Planning & Guidance Center , a guidance tool that compares your current portfolio with your target asset mix so you can evaluate areas that may need adjustment. This portfolio-level review can be a great way to see whether the stocks that you've researched are collectively meeting your investing objectives. You may also want to consider Fidelity's Guided Portfolio Summary SM Log In Required which can help you break down the investments in your portfolio and identify areas that may need more attention.

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102-12 How to Research Stocks & Use Research Reports

Using stock research reports or performing your own research is an important part of investing in stocks. This article helps you understand where to get research reports and how to perform your own research.

Table of Contents

What are stock research reports?

A stock research report analyzes a publicly-traded company prepared by a financial analyst. The report may include the company’s financial performance, competitive landscape, and potential investments.

The purpose of a stock research report is to provide investors with the information they can use to make informed investment decisions.

Types of Stock Research Reports

There are several different types of stock research reports, but most contain similar information. The first section of a typical report will provide an overview of the company and its business operations. This section may also include the company’s financial history and recent developments.

The second section will analyze the company’s stock price performance. This section may include information on the factors that have influenced the stock price and technical analysis of the stock chart.

The third section will discuss the company’s competitive landscape. This section may include information on the major competitors, their market share, and their strengths and weaknesses.

The fourth section will analyze the company’s potential investments. This section may include information on the company’s products, services, and markets. The fifth section will provide a conclusion and recommendation.

How to research stocks

To research stocks, you can use reports from financial analysts employed by research firms, such as Moody’s, Morningstar, or Zacks.

These research companies provide stock ratings and analysis written by market analysis. But there are biases in institutional stock research, as detailed in the book Full of Bull by Stephen T. McLennan:

“The analysts tend to avoid negative opinions as they tend to receive flack from the management teams and pressure that they may lose access to the companies they cover. Analysts are not paid for the performance of their stock ratings; therefore, they have limited motivation to be truthful.”

“Wall Street Analysts are bad at stock picking.”

“Does buy really mean buy the stock? What if the highest rating used is a strong buy? Does that mean that buy is more negative than strong buy?”

“Wall Street is oriented towards increasing stock prices; they must be positive to convince people to continue buying.”

“In a 2006 CFA Magazine Research article by Mike Mayo, it was noted that of the recommendations on the Top 10 Largest Cap stocks in the US, There were 193 Buy Ratings and only 6 Sell Ratings. Systemic Bias…?”

Source: Stephen T. McLennan – Book Full of Bull

So, if you cannot rely on rating and research agencies, you must learn to research stocks yourself.

How to research stocks for long-term investing

Alternatively, you can perform your own research using powerful stock research software. Our favorite tool for independent stock research is Stock Rover, which provides powerful, unbiased, real-time research reports.

7 Best Stock Picking & Advisory Services 2024

Long-term investors use the company’s financial reports and news to research companies they are interested in investing in. The problem with performing this research manually is it is incredibly time-consuming.

To save time, investors should utilize Stock Rover, which combines all the important fundamental financial information into a platform that provides a powerful stock screening and portfolio management service.

Stock Rover Review 2024: Is It The Best Stock Screener?

How to research stocks for day trading

If you are day trading, you will primarily use real-time financial news and technical analysis software to perform your research. The nature of day trading is that trade typically lasts less than one day, meaning you are not focused on financials; you are using real-time charts and news events to trade.

The difference between technical analysis and fundamental analysis is highlighted in this article.

How To Analyze Stocks with Fundamental & Technical Analysis

Where to research stocks

You can research stocks using various resources, including financial websites , stockbrokers , and the news.

Financial websites often have information on individual stocks, such as historical prices and analyst ratings. You can also use these websites to create hypothetical portfolios and track your investments.

The news can also be useful for learning about the stock market and providing information on upcoming events that may affect prices.

13 Best Financial Stock Market News Sources of 2024

Here is a list of services that provide exceptional stock research reports and real-time financial news services.

How to get stock research reports

Stock Rover, Motley Fool, Benzinga, Morningstar, Zacks, IBD, and Seeking Alpha are great sources for stock research. Below is a table comparing the research services.

Free stock research reports

Free stock research reports may be available with your brokerage account, but if not, Stock Rover provides free research reports for all companies on the Dow Jones 30 Index .

One of the best features of the Stock Rover platform is the Dynamic Research Report. This service lets you generate a professional, readable PDF report on any stock’s current and historical performance.

The research report creates something new: a human-readable, real-time research report highlighting a company’s competitive position, market position, and historical and potential dividend and value returns. The image below shows the dividend-adjusted commentary on Microsoft, a company I invested in because I found its excellent potential using my Buffett Stock Screener .

The best thing about Stock Rover’s Research Reports is they are Real-time, so the information is always up-to-date.

The Stock Rover research reports provide a comprehensive summary of any of the 10,000+ stocks in Stock Rover on the US and Canadian exchanges. Research reports can be viewed in the browser and produced in PDF format for portability and sharing.

Download a complimentary Stock Rover Research Report Now

Stock Newsletters – Stock Pickers

Many newsletter services are available where you can register to receive stock recommendations. You will usually receive a daily or weekly newsletter recommending buying and selling. They come in two flavors, “Free Newsletters” and “Pay for Services.”

At all costs, avoid any Free Stock Tips Newsletters. The companies that run free newsletters provide biased data as they earn money from the companies they promote. The companies will often pay them they promote with stocks. So, if they promote the stock well enough, they can sell their stocks as the price rises, making money at your expense.

Premium newsletters can be a useful source of good information, but you have to research the track record of the person providing the tips. Ensure they beat the market year after year. At least 90% of stock tippers do not beat the market regularly.

Be your own Stock Analyst.

Investing in yourself and making your own decisions is the best way to improve your profits and success in the market. When it comes to your own money, you can only trust yourself. Make a good investment in stock market education and spend time using fundamental and technical analysis to make informed decisions in the stock market.

Stock research reports can be very helpful for investors trying to make informed investment decisions. However, it is important to remember that these reports are only one piece of information that should be considered when making investment decisions. Investors should always do their research before making any investment decisions.

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Cryptocurrencies have become increasingly popular over the past seven years and at $1.7 trillion in total market capitalization, this volatile asset class can no longer hide in the shadows. In our inaugural Cryptocurrency Landscape, we shed light on the risks associated with digital currencies and share what we’ve learned about the future of the space.

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For in-depth analysis on how a firm ranks on historic performance against peers, recommended holding periods, and consistency across sectors, see the Research Firm Scorecard .

About Methodology

Analyst-driven methodology, quantitative model-driven methodology, other methodologies, how to choose.

Firms that take an analyst-driven approach have experts review market conditions and data as well as company information to create a recommendation. Typically, research firms have an approach or model that they use as a starting point for analysis to ensure a degree of consistency across multiple analysts.

The advantage of following a firm that has analyst-driven research is in the flexibility and insight that an individual can bring to the analysis. Critical market news or other developments that might be important to the future price of a stock generally won't be included in pure quantitative models. For example, consider a pharmaceutical company that has a critical drug review pending with the FDA. An analyst would typically review and discuss the potential impact of that upcoming drug and include that analysis in making a recommendation. Finally, another reason people use analyst-driven research is for the quality of the writing and insight that only a person can really bring to this work.

Firms that take a model-driven approach use quantitative models that process company financial data and market information (stock price and volume) to drive recommendations. Models are generally built and fine-tuned over a period of many years through a rigorous analytic process. Quantitative models are not subject to influence or interference from outside sources, so they are objective in that respect. They impose discipline and consistency on the research firm.

Because much of the analytical work is performed by computers, these firms are often able to cover a broader range of stocks, as well as update their recommendations more frequently based on company financial changes or market changes. There are many types of models in use by firms that may generate differing recommendations.

A few firms provide specialized analysis that can help you in researching stocks, including:

Earnings Consensus & Analysis, which collects current and historical earnings estimates and compares them to actual results.
Recommendations Accuracy Analysis, which offers quantitative analysis of the quality of firms' stock recommendations.
Research Firm Performance Analysis, which ranks research firms by historical performance.
Stock recommendation analysis, which evaluates the theoretical performance of research firms' buy, sell, or hold ratings.
Stock chart pattern recognition, which evaluates chart and indicator patterns in the context of technical analysis.

Often, this type of research is used to complement or support other, more typical types of research.

As you think about which research firms to use, keep these three things in mind:

Review the firm score cards to see how well the firm's research ratings have performed in the past.

Look for a firm whose approach is consistent with your approach to investing. If you are an investor who prefers to own value stocks, then look for a research provider that stresses a value equity style.

Be sure to read sample reports from the firms whose research you're considering to ensure they provide you the information and insight that you are looking for.

Keep in mind that you may also want to combine research methodologies. For example, you may want to follow the recommendations of a quantitative firm, read the reports from an analyst-driven firm, and complement that with insight from a supporting research firm.

About Analysis Approach

Fundamental analysis, technical analysis, environmental, social & governance (esg).

How To Choose

Fundamental analysis focuses on understanding the core value of a business. The first step in fundamental analysis is typically the analysis of a company's financial statements. Fundamental analysis also involves analyzing many other areas of a business such as the quality of the company's marketing or brand, its distribution network, the value added by its products, the firm's strategy, its operational capabilities, and the firm's competitors.

Technical analysis focuses on market action – specifically, volume and price. Technical analysis assumes that the market has already taken into account the fundamentals of a company, and it is only investors' buying and selling decisions that drive future stock price movements. There are many different technical analysis tools that are used, including indicators, trend lines, and chart patterns. All of these different tools, however, are based on analysis of volume and price.

This analysis focuses on understanding a firm's impact in non-financial terms. Environmental analysis focuses on understanding a firm's physical impact on the world around it. Social measures look at how a firm treats its employees and interacts with the surrounding community. Finally, governance looks at how a firm manages itself - how it pays its officers, interacts with its shareholders, etc.

When considering what stocks to buy or sell, you'll need to use the approach that you're most comfortable with. There are many people who believe fundamental analysis is the only way to go in researching stock; others believe that it's investors' decisions based on the technical analysis (i.e., buying and selling patterns), that really matter. Still others adopt a blend, using fundamental analysis to determine what stocks they want to buy and then technical analysis to help them decide when to buy the stock.

About Equity Style

A research firm that adheres to a growth style believes that growth prospects or growth history is the most important factor in valuing a company. They may look at revenue growth, profit growth, or margin growth, but they all try to identify stocks worth owning based on growth that is not being recognized in a company's stock price.

A research firm that adheres to a value style tries to buy companies whose assets are underpriced. Those assets may be physical assets, like equipment and real estate or streams of revenue and profits from customers. They may also include intangibles such as brand or reputation. Value investing is often associated with Graham and Dodd, and their book Security Analysis .

While investors may be comfortable with a growth or a value approach to investing, it's also important to look at the markets and see whether value or growth stocks are being favored. During periods when growth stocks are leading, you may see the performance of value–oriented research firms lag. Conversely, when value stocks are leading, growth–oriented research firms' performance may lag. Also, in certain industries or sectors, one of the approaches may be more typically used. Or conversely, when value stocks are leading, growth-oriented research firms' performance may lag. Also, in certain industries or sectors, one approach or the other may be more typically used.

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How to Research Stocks

Watch video: How to Research Stocks

Upbeat music plays throughout. On-screen text : Lou Mercer, CMT. Regional Investment Strategist Narrator : So, you got a "hot" stock tip from a coworker, and they sound convincing—what should you do next? The short answer is, do your homework. As astute as your coworker may be, it's important to conduct due diligence on any investment before you put your hard-earned money at risk.

Due diligence, or DD, is all about research—making sure that you understand how a company operates so you can decide whether it's a good investment.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management. 4. Expectations. Narrator : There are many aspects to due diligence. One part could include fundamental analysis because it delves into a company's ability to make money. At its core, it's the process of analyzing a company's financial statements, and studying other trends and data. That can help you determine whether a stock is fairly valued, undervalued, or overvalued by the market. Fundamental analysis is a large discipline as well, but you don't have to do it all by yourself. You can determine how much you're going to do and what you want to leave to the experts. There are many parts to due diligence, and in this video, we'll discuss four core ones: earnings, capital structure, management, and expectations.

On-screen text: Securities and Exchange Commission. SEC.

Animation: Text is replaced by a sample 10-Q and then a sample 10-K report.

Narrator : To get started, you need to know where to get the right information. Publicly traded companies are required by the Securities Exchange Commission, or SEC, to report financial information to the public in quarterly reports called 10-Qs and annual reports known as 10-Ks. Despite the name, it's not a race but instead a document filled with hundreds of pages of detailed financial information that can feel like a marathon to read. But there are tools to help analyze them if you know where to begin.

Some of the most important financial information for a business shows up in what is known as an income statement. There, you can see how much money, or revenue, is left over after accounting for a company's expenses like paying employees and utility bills. The end amount is known as net income, profit, or earnings, and is a crucial part of understanding a company's value. This is because the stock market is a place where people come to buy and sell the future earnings of a company.

Animation: A sample illustration of a bar graph showing rising revenues and earnings for each quarter over two years. Revenues and earnings are generally rising.

Narrator : A common rule of thumb is that earnings and revenues should be growing—quarter over quarter and year over year.

But there's more you can do with that information, like compare how fast earnings are growing or determine how successful a company is at making a profit. But that would mean a lot of number crunching.

Animation: Four cards appear with different financial ratios. Net profit margin is net income over revenue. Debt to equity is total debt over total shareholders' equity. Price to earnings is market share price over earnings per share. Return on equity is net income over shareholders' equity.

Narrator: The crunching happens by taking data from these statements to calculate financial ratios. These ratios are standardized measurements that can help you analyze how well a company has performed, and what its future might look like.

Thankfully, the work has been done for you and you can get many of these tools and ratios for free in a more palatable way from most brokerages, like on the Research tab on schwab.com .

Animation: An equation is illustrated using a pile of cash labeled net income over a cash register labeled company's revenue. The peers and ratios comparison tool from Schwab.com replaces the ratio. It's set to overview. The net profit margin ratios for a company are highlighted. The "i" icon is selected and a graph of the net profit margin ratios for the company and some of its competitors appears.

Narrator : One example of a ratio is net profit margin, which compares a company's revenue, or the total sales before expenses, to net income—the money it has left over after all the expenses are accounted for. Net profit margin is represented as a percentage, and a company with high margins is usually able to manage its expenses. This could mean it's good at turning a profit. Profit margins, like other ratios, are great for determining if the company's growing compared to previous quarters and years. They're also good for comparing the company to its peers. Many investors identify top-tier companies by comparing ratios within an industry group.

Animation: The price-to-earnings ratio is illustrated with a stock certificate with a price tag over by a pile of cash labeled earnings per share. The price tag on the certificate changes to $20 and the pile of cash is changed to $1. The peers and ratios comparison appears again, it's still set to overview. The price/earnings line is highlighted.

Narrator : You can use the price-to-earnings ratio to see how much you're paying for a company's earnings and whether the stock is over or undervalued. It compares the price of a share of a company's stock to the company's earnings per share. If a stock is trading at $20 and its earnings per share are $1, then the stock has a P/E of 20. Some investors like to focus on companies with a lower ratio, believing it's a better value.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure.

Narrator : Of course, there's other ways to examine revenue and earnings, but another core area of due diligence is a company's capital structure. It deals with how the business is funded.

Funding is done in a few ways, including selling equity by issuing stock shares or borrowing money in the form of things like bonds, mortgages, and other debt. If a company borrows money or incurs debt to make new products or otherwise expand, it can affect earnings. Debts have to be repaid, so they're essentially a claim on a company's future earnings.

A company with a good capital structure generally keeps its debt and other liabilities in check, while growing equity by retaining earning that can be reinvested into the company.

Animation: The peers and ratios comparison reappears on screen. It's now set to the Fundamentals tab. The long-term debt to equity line is highlighted.

Narrator : The debt-to-equity ratio is a good way to analyze how burdened a company might be by debt. A high ratio that is also higher than the company's peers could be a sign that the company has too much debt, which could be a drag on future earnings. However, debt levels vary from industry to industry, so peer comparisons are an important part of this analysis.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management.

Narrator : I've talked about analyzing the books, but what about the people keeping the books? Management effectiveness analysis focuses on the ability of the management team to run the company, and it's one of a few soft data points that can be helpful when researching an investment.

Animation: The return on equity ratio is illustrated with a pile of cash labeled company's net income over shareholder's equity. The peers and ratios comparison reappears on screen. It's still set to the fundamentals tab. The return on equity line is highlighted.

Narrator : Successful management can seem abstract, but there's actually another ratio that can help grade how well management does at turning shareholder money into profits. It's called the return-on-equity ratio, and in this case, the higher the ratio, the better. It's calculated by dividing the company's net income by the average shareholder's equity. If a company has a higher number than its peers, investors might perceive that the managers are good at making money.

Animation: The peers and ratios comparison reappears on screen but is expanded to show the other ratings section. Analysts' ratings are highlighted in this area.

Narrator : It's not all about numbers, though. You can also find commentary directly from a company's management team on the company's investor relations website, in the 10-Qs and 10-Ks, and through analyst reports. Those statements can provide insights into what's on the minds of the people in charge, such as product promotions, growth expectations, or even potential dividends.

Animation: A sample 10-K report is on screen. The section titled macroeconomic conditions and related financial risks is highlighted. The page scrolls down to another section title business operations risks.

Narrator : Companies are also required to disclose any present risks they face, which may be an important factor in your investment decision. Risks can include lawsuits that could affect future earnings, or other trouble, like concerns that the company will struggle to market to certain customers.

That's a good reminder about the importance of diversifying the types of stocks you invest in. Investing in companies from several sectors and industry groups that don't usually rise or fall at the same time can help manage risk.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management. 4. Expectations.

Narrator : While earnings growth, capital structure, and management are all important parts of conducting due diligence, much of what's being analyzed is in the past. Investors are most often concerned with the future prospects of a company. This is where the expertise of Wall Street analysts is helpful.

Animation : Three sample documents appear with different forward earnings estimates for three different companies.

Narrator : Banks and research firms around the world pay analysts to study many public companies. They publish frequent reports about their views, including what're known as forward earnings estimates that forecast what they think each company will earn for the upcoming quarter or year. They're educated guesses, but heavily researched ones that analysts make using their professional projections and models. Larger companies tend to attract more analysts, and the reports can be found through most brokerages, including Schwab.

Animation: The research tab on Schwab.com for a stock appears on screen. The screen scrolls down to the expected earnings section. Upcoming earnings and historical earnings are highlighted. Graphs for each estimate appear on screen with summaries and information related to earnings.

Narrator : Analyst estimates tend to be pretty big news when companies report earnings every three months. A company beating or falling short of estimates often result in big jumps or drops in the stock price.

Animation: A document titled analyst estimate appears. The earnings estimate is adjusted from $0.25 to $0.26 and then $0.27. A second company appears. Its estimate is reduced from $0.32 to $0.31 and then $0.30.

Narrator : However, outside of earnings announcements, positive adjustments to an analyst's estimates could be an indication the company may be doing better than expected. Negative estimate adjustments could be a bad sign for the company.

Animation: A bar graph titled cash flow growth appears on screen. The X axis is in years going out to 10. Each bar is made up of stacks of cash representing and estimate cash flow. The top portion of each stack of cash changes to red and a warning sign is placed over each bar. The red sections go away and the bars or stacks of cash shrink.

Narrator : Analysts estimates for the future growth of earnings can help investors calculate the intrinsic value, or fair market value, of a company. Anyone can calculate intrinsic value, but it's complicated. One method requires you to calculate earnings estimates for a company over a period of, say, five or 10 years, then discount those estimates based on how likely it is to happen.

Not only is the discounted future cash flows model complex, but it requires a few educated assumptions, so having analysts to rely on can be a big relief. However, if you are relying on someone else, even an analyst, make sure you understand their assumptions because they may have a different economic outlook, investing time frame, or bias, on the industry than you.

While a hot stock tip is exciting, without doing some due diligence, you could get burned. When you know what you're looking for and where to find it, it's a lot less overwhelming. Remember, the goal of due diligence isn't to make sure you know everything about a company. Instead, it's to help you evaluate the pros and cons so you can decide whether it belongs in your portfolio. On-screen text: Disclosure: On-screen text: [Schwab logo] Own your tomorrow ®

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Answered By: Lippincott Library Last Updated: Jan 26, 2024 Views: 167946

Use LSEG Workspace (formerly Refinitiv).

To find analyst reports (also known as sell-side, broker, or equity research reports) for a specific company, search for that firm's ticker symbol or name in the top search box. Then, on the News & Research menu, click on Company Research . Use filters near the top of the page to refine your search.
To screen for analyst reports based on a set of criteria, type ADVRES in the search bar and select the Research Advanced Search app, or click on Research in the main menu. then, click on Advanced Research . You can filter for reports by industry, geography, contributor, keywords, and more.

Note: LSEG Workspace has a 150-page daily limit for viewing and downloading research content. This limit is in lieu of retail prices listed on reports and resets at 12:00 AM Eastern Time daily.

Bloomberg (see access details ) contains some analyst reports.

Type your company's ticker symbol, then hit the yellow EQUITY key, then type BRC and hit the green GO key.
To find reports by industry or keyword, type RES and hit the green GO key.

Morningstar equity research reports and analyst cash flow models can be found in PitchBook .

Hoovers contains some analyst reports as well.

Type in a company name and select the company you want.
Scroll down the screen; if available, analyst reports appear under Advanced on the left side.
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How to research stocks: 7 Steps to follow

Stock research can appear intimidating with complex charts and a hefty annual report for each company. There's more than one way to determine a stock's value and establish an outlook for the future of a company's performance. The process can help make your own investment strategy and personal finance goals clear.

How to research stocks in 7 steps

Determine your risk tolerance and investment amount
Collect stock research reports and earnings statements
Prioritise crucial investing metrics
Conduct qualitative stock research
Analyse research and review historical data
Perform technical analysis on the stock
Evaluate the research to ensure alignment with your investment goals

Continue reading to get a thorough breakdown of these steps on how to research stocks .

💡Related: See how to compare stocks with the stock comparison tool →

Master the art of researching stocks with these 7 steps:

1. determine your risk tolerance and investment amount.

There are many reasons to invest, but there are no guaranteed returns. Establishing a specific goal for an investment matters, it can shape the time period and the amount you want to invest. These are major factors in how much risk is suitable.

Generally, shorter stretches mean lower volatility is best. With stock prices constantly changing, you should be able to wait for higher returns before needing the funds. One particular stock won't necessarily be best for investing some spare cash to grow wealth, hoping to boost a future house deposit and saving for retirement.

Some types of investments and sectors are known for greater volatility, such as earlier-stage businesses and energy shares . Although it's not easy for everyone starting out, constructing a diversified investment portfolio with multiple stocks can lead to more stable growth. Only choosing a single company to invest in leaves you highly exposed to their financial health.

Growth investing is about improving life, not adding stress. How much risk you personally feel comfortable with is different for everyone and will also impact your actions.

2. Collect stock research reports and earnings statements

Finding the intrinsic value of a stock involves analysing information related to the company's economic and financial situation. This process aims to figure out whether the stock price is over or undervalued by other investors ( value investing is a great strategy to become acquainted with).

As publicly traded companies are required to regularly publish reports, most of this data is readily available online. Individual companies usually have an investor section on their website and exchanges such as the ASX also have all the relevant announcements.

The quarterly reports describe recent business activities and figures. The annual reports tend to have more extensive information about all aspects of the company and future growth strategies. The balance sheet and income statement should provide financial details such as cash flow and debts.

Sometimes research reports and shorter articles on stocks from others might be accessible. They can provide an idea of the outcomes of an analysis and be useful for comparison.

These documents should contain the numerical information used in quantitative research and together with online sources provide enough for qualitative analysis. Check out Woolworths’ latest annual report as an example.

3. Proritise crucial investing metrics

Analysing financial ratios can help determine the financial health of a business. To get a more complete picture of the company's story it’s best to consider several valuation metrics together, rather than focusing on a specific metric. Conducting fundamental analysis should demonstrate whether the stock is trading above or below its fair value and can be compared to those of the company's competitors. They can be forward-looking or historical. The averages for metrics also vary across industries and should not be used in isolation. Let's look at some of the most important metrics to analyse.

Earnings per share (EPS) expresses the amount of net profit for each share that's issued by the firm. A higher EPS means greater profitability and income to support future growth. It's important to consider how the firm earns money and its strategy outlook, as the EPS can also be negative for periods when losing money. This metric is published in many reports and used in other measures.

Price-Earnings-Ratio (P/E ratio) gives a view of the market value of a stock compared to the business' earnings. A high P/E ratio usually means that a share is expensive in relation to its earnings and the lower ratios could indicate the current stock price is cheap. It's calculated by dividing the share price by earnings per share, although also often already available online. Figuring out what is a good P/E ratio for stocks is a step many investors when assessing the relative value.

Price-to-Book Ratio (P/B ratio) compares the company's share price to its book value. This is how much it’s worth according to its financial statements, taking away liabilities from assets. The share price is divided by the book value per share. Lower P/B ratios tend to indicate undervalued opportunities.

Quick Ratio reveals how easily a business could cover its short-term debts with existing liquid assets or cash on its balance sheet. Also known as the acid test, it subtracts current inventory from current assets and divides this number by liabilities. Outcomes of below one signal that companies could not cover current liabilities with liquid assets, but very high ratios might indicate unproductive idle cash. Keep in mind that some business models naturally have higher levels of inventory.

Return on Equity (ROE) measures profitability by taking net income divided by shareholder equity. It's considered to give the return on net assets as the equity equals assets minus debts. A higher ROE shows the management team is more efficient at generating income and growth from equity financing.

Debt-to-Equity Ratio (D/E ratio) explains the extent to which the company is funding its operations using borrowed funds. By dividing total liabilities by shareholder equity the lower result generally indicates a less risky investment. High loans often mean increased fixed charges and reduced free cash flow available for dividends for a particular stock.

4. Conduct qualitative stock research

A qualitative analysis examines the 'soft metrics' of a business, which are intangible and not easily measured by exact numbers. Companies are ultimately run by people, who shape the present and future of their operations. Everyone dealing with a company is impacted by factors such as its management quality, stakeholder satisfaction, ethics and brand value.

The simplest way to start is to consider the business model and if its source or multiple channels of income represent a solid foundation. This helps place the company's product or services in the industry landscape, suggesting whether it has or could create a competitive advantage. Exploring the wider industry also points out which trends they need to consider. For example, many industries are currently prioritising ESG initiatives and those ignoring movement could be left behind.

The company's annual report should provide details about areas such as the management team, and employee and customer satisfaction surveys. Quarterly reports and announcements have more regular updates about business activities, dividends, relationships with suppliers and the involvement of institutional investors. When hunting for undervalued share prices, positive qualitative factors could indicate growth stocks.

5. Analyse research and review historical data

Whilst we know that past performance is famously no guarantee of future results, it shouldn't be ignored. Historical data can be another useful tool for value investors. It shows which companies have been able to remain competitive and respond to industry trends over the years. One reason recently listed companies tend to be associated with more risk is due to this lack of information.

Various figures and company strategies should be available in their annual reports or online. Going over periods of hard times can provide insights into the levels of resilience and the potential for outperformance in good times for a business. Just knowing these methods could also give rise to an opinion about future returns when researching other stocks.

6. Perform technical analysis on the stock

Technical analysis aims to predict equity prices by examining historical trends, mostly price and volume data. It involves measuring the movements of a stock, usually on charts, to find signals about potential future shifts. Technical analysts assume that the stock market is efficient at assessing available information and that the company's current stock price reflects the true value.

Longer-term traders often focus on individual stocks with a bottom-up approach. They look for specific entry and exit points on stocks with interesting price movements. Traders could also take the top-down approach to first regard the general economy, sectors and then companies when focusing on short-term profits.

Many investors use both methods of stock analysis, as some factors in the fundamental analysis aren't reflected in the market price. Some investors use fundamental analysis to see whether to invest in a market and then try to pinpoint a good, cheap entry price through technical investigation.

7. Evaluate the research to ensure alignment with your investment goals

Your investment strategy should come with a general timeframe and level of returns wanted. The stock research should determine the likelihood of an investment performing to this hurdle over this period. There's no complete safeguard for future performance, but these actions should reveal which options are more appropriate.

Consider whether you prefer more stable growth and dividend income or will be ready to sell quickly at a high share price. Setting a limit for a financial ratio or looking for certain operations strategies could also be buy or sell indicators. These patterns can be seen through historical data and analysis. Your research process will become more refined through practice and make it easier to identify growth stocks.

Why should you learn how to research stocks?

Knowing how to research stocks is an important step to assess whether a trade fits within your portfolio. It's something to think about to keep your investments aligned with longer-term personal finance goals. When learning about stock trading , this additional knowledge about a share can be a competitive advantage, and a useful tool to test a company's financials against its potential returns.

Example of stock analysis

Australia’s grocery giants Woolworths and Coles are often compared and contrasted. They compete directly for the bulk of their operations in fresh food but maintain some differences. Woolworths still owns its New Zealand counterpart (Countdown) and discount store Big W, while Coles has maintained its liquor division.

Figures at 5/12/2022.

There are multiple reasons why over the past five years Coles’ share performance was 43.3% and WOW only 26.76%. For a basic overview, it would be useful to investigate some of the following areas.

The level of control over supply chains, which is significant in the fresh food sector.
Need to adapt to the general market trend to offer an efficient online sales experience.
Promotions could quickly eat into profit margins in the current inflationary environment.
Loyalty schemes will be important to keeping cost-conscious customers.
How past dividend payouts have diverged.
Some stock charts could provide more technical insights.

What are the best websites to research stocks?

There's a lot of options, all with varying amounts of detail and approaches to researching stocks. Here's a few to start the journey:

Stake and Stake Black
Market Index
Seeking Alpha

Which is better: Technical analysis or fundamental analysis?

There's no clear winner, it depends on your investing purpose and timeframe. Some fundamental factors might not strongly influence the stock in the short-term. Technical analysis could only provide a limited understanding of a sector as a whole and not learning about competitors sometimes means missing out.

The ideal situation is to be as informed as possible. How frequently you trade can influence which processes are best suited. Perhaps start with the fundamentals of the market or industry and then hone in on your top picks with technical analysis before making the final decision.

Now you have the steps to follow to begin your trading journey. Start researching stocks, find trade opportunities and get started with Stake .

Megan Stals

Market Analyst

Megan is a markets analyst at Stake, with 7 years of experience in the world of investing and a Master’s degree in Business and Economics from The University of Sydney Business School. Megan has extensive knowledge of the UK markets, working as an analyst at ARCH Emerging Markets - a UK investment advisory platform focused on private equity. Previously she also worked as an analyst at Australian robo advisor Stockspot, where she researched ASX listed equities and helped construct the company's portfolios.

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How to Find Stock Research Reports of Indian Companies? [For FREE]

by Kritesh Abhishek | Mar 29, 2023 | Investment Basics | 0 comments

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Are you looking for the best sites for the stock research reports of Indian companies to analyze? Then you’ve landed in the right place.

In this post, we are going to discuss how and where to find the stock research reports of Indian publically listed companies for FREE. But before we learn where to find the stock research reports, let’s first understand the advantages and disadvantages of reading research reports.

Pros and cons of reading stock research report:

Frequent reading of the research reports of public companies has both advantages and disadvantages. Here are a few common ones–

Pros of reading research reports:

You can develop analytical skills: If you continuously read the stock research reports, you can learn the approach that the analyst used to analyze the stock and his/her stock data interpretation techniques.
Saves time to collect data: If you are new to the stock market and do not know where to obtain the company data for research, then stock research reports can help you a lot. These reports contain many essential stock data in a customized format.
You can get an extra opinion: By reading the research report of a company by different analysts, you can get an additional opinion- which can help you avoid confirmation bias .

Cons of reading research reports

You might get influenced by the opinion of the analyst: It is very common to get influenced by the buy/sell opinion of the analyst after reading the report. And this might not always be profitable for the investors.
Paralysis by Analysis : Sometimes reading multiple research reports might make your investment decision ‘complex’ and ‘indecisive’. If three analysts are giving a buy call and the other three are arguing to sell, then it might be a little tricky to decide which step to take.

How to make the best use of stock research reports?

The best way to effectively use stock research reports is to read the analysis and ignore the section where the analyst makes his/her recommendation (buy/sell call). Take your own independent intelligent decision after reading the report.

Moreover, it’s not difficult to make your investment decision- once you get used to reading and understanding the research reports. I f you start reading even 2-3 research reports per week, you can develop good analytical skills within a few months.

Note: If you are new to the stock market and want to start your investing journey, here’s an amazing online course– ‘ HOW TO PICK WINNING STOCKS?’ . Enroll now to enter in the exciting world of stock investing.

Best websites to find stock research reports of Indian companies for free:

There are two easy approaches to finding the stock research reports of Indian companies. First, simply google the company whose report you want to study. You will get many useful links to research reports. However, this approach might be a little inefficient for beginners.

The second method is to get the research reports from a few financial websites that collect this information. Th ere are the two best websites where you can easily find the stock research reports of Indian public companies.

1. Trendlyne

Website: https://trendlyne.com/research-reports/all/

Here are the steps to find the research report on the Trendlyne website:

Go to trendlyne.
Select ‘REPORTS’ on the top menu bar.
Search the stock name whose report you want to read.
You’ll get a complete list of the research reports by different brokers/analysts.

2. Marketmojo

Website: https://www.marketsmojo.com/

Here are the steps to find the stock research reports of Indian companies on Market Mojo–

Go to market mojo and create an account/log in using your email id.
Select ‘RECOS’ on the top menu bar.
You will the complete list of research reports and recommendations.
Further, for finding a specific stock report, use the search bar on the header.

Also read: 7 Must Know Websites for Indian Stock Market Investors.

One of the most significant skills required to succeed in the stock market is to analyze stocks and make informed decisions. Although, it’s not easy to read a ten-twenty-page stock research report, however, with practice and experience you can improve your analytical skills. Nonetheless, reading the stock research reports of companies can help you a lot to understand the different analysis approaches.

By utilizing the stock screener , stock heatmap , portfolio backtesting , and stock compare tool on the Trade Brains portal, investors gain access to comprehensive tools that enable them to identify the best stocks and also get the latest information about stock market news to make well-informed investment decisions.

Kritesh ( Tweet here ) is the Founder & CEO of Trade Brains & FinGrad . He is an NSE Certified Equity Fundamental Analyst with +7 Years of Experience in Share Market Investing. Kritesh frequently writes about Share Market Investing and IPOs and publishes his personal insights on the market.

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News & Insights

Gartner Predicts a 25% Search Traffic Decline by 2026. Should Investors Avoid Google Stock Like the Plague?

March 25, 2024 — 06:07 am EDT

Written by Keith Speights for The Motley Fool ->

Few organizations have their pulse on what's happening in the technology world than global IT research and advisory company Gartner (NYSE: IT) . Its Magic Quadrant market research reports provide a great overview of where a specific technology industry is headed and who the main players are. To paraphrase an old TV commercial for E.F. Hutton: When Gartner talks, people listen.

But my focus here isn't really about Gartner; it's about Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) . Gartner predicts a 25% search traffic decline by 2026. Should you avoid Google stock like the plague?

A lurch in search

My first reaction when I read Gartner's prediction was to rub my eyes and read it again. I thought that perhaps I misread the percentage and/or the year. But I hadn't. Gartner really is arguing that a massive decline in traditional search engine volume is on the way soon.

I wasn't surprised, though, at the culprit the market research company thinks will cause the lurch in search. Alan Antin, vice president analyst at Gartner, stated in a press release, " Generative AI (GenAI) solutions are becoming substitute answer engines, replacing user queries that previously may have been executed in traditional search engines."

Gartner believes that AI chatbots and virtual agents powered by generative AI will disrupt the search engine market and do so with breathtaking speed. Antin thinks companies will be forced to reevaluate their advertising and marketing strategies because of this rapid upheaval.

He and his company aren't the only ones making such a prediction. Bill Gates said last year the development of AI-powered personal digital agents will mean that "you will never go to a search site again."

Gloom and doom for Google?

Such predictions seem to translate to gloom and doom for Google. In January 2024, Google Search commanded roughly 91% of the global search engine market, according to Statista. Its nearest rival, Microsoft 's Bing, had a market share of only 3.4%.

Both Google and its parent, Alphabet, have other businesses. However, Google Search and related advertising services generated nearly 56% of the company's total revenue last year.

Alphabet's shares currently trade at a forward earnings multiple of nearly 22x. While that's not an especially high valuation, it reflects strong growth expectations. If Gartner is right, though, the tech giant's growth could be much lower than Wall Street thinks.

For search engine traffic to plunge 25% by 2026, the drop would probably have to begin soon -- either later this year or next year. Based on Gartner's prediction, avoiding Google stock like the plague would almost certainly be the best approach for investors.

Not so fast

Before you rush to sell your Alphabet shares, take a deep breath. Extraordinary claims require extraordinary proof. A statement that search engine traffic will plummet 25% by 2026 is an extraordinary claim. So far, however, there are no signs this decline is occurring. It's not just that there isn't extraordinary proof -- there's no proof that Gartner's prediction is being fulfilled.

To put it bluntly, Gartner could be wrong. The company has made wildly inaccurate predictions before. For example, in 2016 Gartner's Frances Karmaouzis predicted that more than 3 million workers worldwide would be supervised by "robobosses" by 2018. Um, that didn't happen.

More importantly, Google could benefit from generative AI. The company is experimenting with the integration of generative AI and search in a product called Search Generative Experience (SGE). CEO Sundar Pichai said in the Q4 earnings call that the early response to SGE is very positive. He noted, "SGE is creating new opportunities for us to improve commercial journeys for people by showing relevant ads alongside search results."

Will AI disrupt the search engine market? Yes -- it already is. But will Google adapt and evolve? Almost certainly so. Maybe the company won't be successful in those efforts. I wouldn't bet against it, though.

Should you invest $1,000 in Alphabet right now?

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Keith Speights has positions in Alphabet and Microsoft. The Motley Fool has positions in and recommends Alphabet and Microsoft. The Motley Fool recommends Gartner and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Equity Research Report: How to Write?, Format, Examples, Template
How to Find Stock Research Reports of Indian Companies? [For FREE]

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