Tools and screeners
Calculators that take your own inputs, and screeners and lists that sort the covered stocks. Nothing you type into a calculator is stored.
Calculators
| Tool | What it answers |
|---|---|
| DCF calculator | What a business is worth on your own assumptions for cash flow, growth and the discount rate. It opens on any covered stock with its own free cash flow history filled in |
| Reverse DCF | The growth the current price assumes, at the same discount rate the site's valuations use |
| Portfolio backtest | How a basket of stocks and funds would have done, dividends included, against a comparison line |
| FIRE calculator | When savings could cover your spending, on your own figures |
The backtest
The backtest sets your basket against one comparison line — the S&P 500 by default, any ticker, or none — and gives the comparison the same money on the same days: the opening amount and every monthly contribution. Rebalancing is a switch. With contributions, the basket's own return is time-weighted and yours is money-weighted, so the two answer different questions. The page's address holds the whole run, so a link opens the same result. Six ready-made runs are linked under the form.
What is kept
Nothing you type into a calculator is stored with your name, tickers or amounts. A backtest records only that a run happened and its shape (how many holdings, how many years); the FIRE calculator runs entirely in your browser and sends nothing. The privacy page has the details.
Screeners and lists
| Page | What it sorts |
|---|---|
| All stocks | Every covered stock, filterable by sector, with its Valuation and Quant grades |
| Stock lists | Ten ranked lists: largest companies, highest dividend yield, highest free cash flow yield, lowest P/E, near 52-week highs and lows, best and worst this year, insider buying, dividend growth streaks |
| Companies A–Z | Every covered company by the first letter of its ticker |
| Compare stocks | Two to five stocks side by side on the same figures |
| Bank stocks | Banks on tangible book, the return on it, and capital |
| REIT stocks | REITs on funds from operations, price to FFO and the yield spread |
| Software stocks | Software companies on growth, margins, the Rule of 40 and stock-based pay |
| Restaurant stocks | An index of ten restaurant companies and each one's figures |
The lists and screeners rank by the figure each one names, never by a grade, and show each stock's two grades beside it. Ranking a stock high on a list is a statement about that figure, not a call on the stock.