Computerized Investing's Best of the Web
CI editors list and review the best investment and financial websites.
December 16, 2017
Price: $11.95 – $99.95/month; 14-day free trial
At a Glance:
- Unique analysis for individual stocks
- Wide range of information provided
ValuEngine is a subscription website that provides stock valuation services for individual ($11.95/month) and professional ($99.95/month) investors.
Once you log in to the website, type the stock’s ticker in the search box and click “go.” A valuation analysis appears that includes ValuEngine’s recommendation on the stock along with the reasons. Each stock is given an Engine Rating. Stock recommendations are based on a proprietary ValuEngine one-year forecast return model. A stock can be rated strong buy, buy, hold, sell or strong sell. The website also provides Smart Ratings, which display how attractive the investment might be to different types of investors. For example, the same stock could be attractive to day traders, neutral to conservative investors and less attractive to classic value investors. There is also a list of over 20 valuation metrics, including volatility, expected earnings per share, valuation rank and more. Stocks are given a rank from 1 to 100 for each metric; generally, the higher the ranking, the more positive influence a particular measure has on the overall attractiveness of a stock.
ValuEngine offers several different models for valuation. The first is the stock valuation model, which uses over a dozen fundamental firm-specific variables to calculate a fair value. The stock forecast model uses a distinct forecasting model for six forecast time horizons and for every industry, capturing several important tendencies that stock prices exhibit. The portfolio forecast model uses individual projected stock returns in a user’s portfolio, then calculates the most likely returns from thousands of simulated outcomes. The portfolio adviser model allows users to choose a portfolio objective: maximize the chance of meeting or exceeding an investment target, minimize the chance of loss, or both. The results of the simulation identify and display the most favorable stock allocation projected for your portfolio.
ValuEngine provides a wide range of services for individual investors and is an excellent source for stock valuation. This tool can be especially helpful to investors who focus on industry and sector data heavily during analysis.