Fundamental Analysis

Strategies for diversifying your investment portfolio!

fundamental analysis

Fundamental Analysis


At Intelliinvest, we believe that a deep understanding of a company's fundamentals is key to successful investing. Fundamental analysis of stocks allows investors to look beyond the noise of market fluctuations and assess the real value of a company. It involves evaluating financial statements, market position, competition, management effectiveness, and future growth prospects.

Earnings Quality

Assessing the quality of a company's earnings by looking at how revenues are generated, the sustainability of earnings, and any potential accounting practices that might distort the true economic performance of the company.

Valuation Metrics

These include Price-to-Earnings (P/E) ratio, Price-to-Book (P/B) ratio, Price/Earnings to Growth (PEG) ratio, and Dividend Yield, helping investors determine if a stock is overvalued, undervalued, or fairly valued compared to its current market price.

Debt and Liquidity Ratios

Analysis of a company's leverage, including Debt-to-Equity (D/E) ratio, interest coverage ratio, and liquidity ratios such as current ratio and quick ratio, to assess its financial stability and ability to meet short-term and long-term obligations.

Profitability Ratios

Key ratios such as Return on Equity (ROE), Return on Assets (ROA), profit margins, and Earnings Per Share (EPS) are analyzed to evaluate a company's ability to generate profit relative to its revenue, assets, equity, and shares outstanding.

Expert Analysis

Access to expert opinions, analysis, and commentary on industry trends and forecasts can further inform investment choices. This may include reports, articles, or analysis videos created by financial analysts or industry experts.

Market Cap

Market cap can reflect the market's valuation of a company, including investor confidence and market sentiment towards the company's future prospects. A rising market cap indicates positive sentiment, while a declining market cap may signal negative sentiment.