Ratings
Five ratings, each with a definition
Every stock we cover gets a clear call: beat or trail the S&P 500 over the next 12 months. The rules are public, the scores are public, and every change is on record.
01
Definitions
| Rating | Definition |
|---|---|
Strong Buy | Expected to beat the S&P 500 by more than 20 points in total return over 12 months |
Buy | Expected to beat the S&P 500 by 10–20 points in total return over 12 months |
Neutral | Expected to land within ±10 points of the S&P 500 in total return over 12 months |
Sell | Expected to trail the S&P 500 by 10–20 points in total return over 12 months |
Strong Sell | Expected to trail the S&P 500 by more than 20 points in total return over 12 months |
Total return includes dividends. Ratings are research opinions for all readers, not tailored to anyone’s finances, goals or risk tolerance.
02
How the suggested rating is set
Each of the five scorecard dimensions gets 1–5, weighted as follows: Scoring rules: see Method →
| Dimension | Weight |
|---|---|
| Fundamentals | 25% |
| Valuation | 25% |
| Momentum | 15% |
| Earnings quality | 15% |
| Risk | 20% |
| Weighted score | Suggested rating |
|---|---|
| ≥ 4.2 | Strong Buy |
| 3.6 – 4.2 | Buy |
| 2.4 – 3.6 | Neutral |
| 1.8 – 2.4 | Sell |
| < 1.8 | Strong Sell |
- If earnings quality or risk scores 1, the suggested rating is capped at Neutral.
- If more than one dimension cannot be scored, there is no suggested rating.
- The analyst may depart from the rule but must say why in the report. The publisher confirms or overrides it; the confirmation date is recorded.
03
Current distribution
| Rating | Stocks | Share |
|---|---|---|
Strong Buy | 0 | 0.0% |
Buy | 4 | 57.1% |
Neutral | 3 | 42.9% |
Sell | 0 | 0.0% |
Strong Sell | 0 | 0.0% |
Latest published report per stock; 7 stocks.