Fundamental Analysis Articles

  • Showing 1-100 of 895 items
  • 1
  • 2
  • 3
  • ...
  • 9
  • >>
  1. How To Start Your Own Private Equity Fund

    Here's a how-to guide on starting on starting a private equity firm.
  2. 10 Ways Student Debt Can Destroy Your Life

    If you're getting a student loan, think critically about how you will manage your loan. Student debt could have a profound ...
  3. What to Collect: Apple Watch vs. Luxury Watches

    The "iWatch" is a new player in the luxury watch world. But will it stand the test of time? Some points for collectors to ...
  4. Have Commodities Bottomed?

    Commodity prices have been heading lower for more than four years, being the worst performing asset class of 2015 with more ...
  5. The Biggest Risks of Investing in Amazon Stock

    Find out which risks are most important to Amazon's shareholders. Learn which operational risks impact share prices and which ...
  6. The Best Luxury Men's Watches

    Time might be on your side – and a high-end watch might be a good investment – if you keep these buying tips in mind.
  7. The Biggest Risks of Investing in Caterpillar Stock

    Learn about the primary risks faced by Caterpillar's investors. Discover why global macroeconomic cycles and currency fluctuations ...
  8. A Look at 6 Leading Female Value Investors

    In an industry still largely predominated by men, we look at 6 leading female value investors working today.
  9. What’s a Good Profit Margin for a New Business?

    Surprisingly, the younger your company is, the better its numbers may look.
  10. Alpaca vs. Cashmere: Which Luxe Wool Is the Best?

    Winter is coming. Which of these luxury threads is most worth the price (and how to distinguish true luxe from cheap imitations).
  11. What's a Good Profit Margin for a Mature Business?

    How to determine if the amount you clear dovetails with the competition.
  12. Best Ways to Send Large Sums of Money Abroad

    Understand why it may be difficult to send large sums of money internationally. Learn about the top five ways to send large ...
  13. The Biggest Risks of Investing in FireEye Stock

    Examine the current state of FireEye, Inc., and learn about some of the biggest risks of investing in this cybersecurity ...
  14. The Biggest Risks of Investing in Gilead Stock

    Examine the current position of Gilead Sciences, Inc., and learn the major risks for investors considering buying Gilead ...
  15. Create a Monte Carlo Simulation Using Excel

    How to apply the Monte Carlo Simulation principles to a game of dice using Microsoft Excel.
  16. These Industries Have The Most Illiquid Stocks

    U.S. equity markets are vast and highly liquid, but a few sectors have failed to attract substantial capital.
  17. Small Cap Investing: How to Think About Illiquidity

    Do your homework, have a long term view, exercise patience, you'll find that investing in small market capitalization stocks ...
  18. AT&T Stock: A Dividend Analysis

    Discover analysis of AT&T dividend policies, and explore the dividend policies of its main competitors, China Mobile Limited ...
  19. Top Reasons IPO Valuations Miss The Mark

    The costly services of investment banks don’t necessarily guarantee accuracy in IPO pricing.
  20. Designer Luggage: Is It Worth the Money?

    You can spend anywhere from $35 to $3,500 on luggage. Is an expensive suitcase necessarily a better suitcase?
  21. The Importance Of Tracking The Whisper Number

    Don't let the name fool you: Whisper numbers are making themselves heard. Here's why you should be paying attention.
  22. Coca-Cola Stock: A Dividend Analysis

    Discover analysis of The Coca-Cola Company's dividend policy, and learn about the dividend policies of its competitors, PepsiCo ...
  23. The Best Faux Fur Designers

    Whether they ape the real thing or glory in the artificial, faux furs are hot stuff. Here are the brands that make the best.
  24. Will Donald Trump Be Able to Fund His Entire Campaign?

    Discover why Donald Trump's extravagant wealth and vast net worth may still not be sufficient to self-finance a successful ...
  25. How to Get the Most Money for Your Fur Coat

    Ways to realize a decent return on investment on your unwanted pelt.
  26. Growth of Alternatives via Wirehouses Explained

    Despite a six-year bull market run, alternative investments are gaining ground among wirehouses. Here's where advisors are ...
  27. Buying Fur: Which Variety Is Worth the Most?

    Fur is once again hot among the haute couture set. A guide to getting the best skin for your style (and money).
  28. Got Diversification? Check Out These ETFs

    ETFs are an excellent way to add diversification to your portfolio, but only if you choose the right ones.
  29. How Profits Will Be Made As The Globe Heats Up

    Climate change will harm earth and its inhabitants in various ways, but certain industries will see increased profits as ...
  30. Behind WeWork’s $10 Billion Valuation

    We look at the method to the madness behind WeWork's $10 billion valuation.
  31. Are Hermès Bags Worth the Investment?

    In a word, yes. Now, how do you get your hands on a coveted Kelly or Birkin?
  32. Are Colored Diamonds a Girl's Best Friend?

    These gemstone kings of bling are trendier than ever. How to not get ripped off when buying a diamond.
  33. Coca-Cola Vs. PepsiCo: Which Stock Should You Buy?

    Learn about the bull case for Coca-Cola and PepsiCo. Find out which is more attractive for investors, and learn about the ...
  34. These S&P 500 Companies Hold the Most Cash

    Large cash positions allow for many different options and here's why they are beneficial to shareholders.
  35. 2 Sectors to Explore When Rates Rise

    While the market selloff and declining inflation expectations have lowered the probability of a Fed rate rise, U.S. economic ...
  36. Career Advice: Investment Banking Vs. Equity Research

    Read an in-depth analysis of equity research and investment banking careers, and learn what it is like to work in either ...
  37. How Booming Debt Will Turn into Dooming Debt

    Debt can fuel markets for a lengthy period of time, but the end result is never good. Here's why.
  38. How to Know When to Pass on an Investment

    Knowing what to invest in is important, but knowing what not to invest in is equally important. Here's how to decide when ...
  39. Difference Between Restructuring and Refinancing

    Refinancing and restructuring are very different debt reorganization processes to improve finances and avoid bankruptcy. ...
  40. Play the Bear Market With Top Bear Market Funds

    Worried of an imminent bear market? Play it safe with these top funds designed to benefit from declines in the stock market.
  41. Cash Flow Lending Vs. Asset-Based Lending

    When companies need financing, they rely on two primary forms of lending: cash flow-based and asset-based lending. We look ...
  42. An Expert’s Guide to Market Volatility

    A cursory look at the performance of major U.S. averages reveals a modest correction in stocks with relatively little movement ...
  43. The Thrilla in Manila: Yahoo Finance Versus Market Watch

    An unbiased comparison of the two major financial tools.
  44. How Dividends Affect Stock Prices

    Find out how dividends affect the price of the underlying stock, the role of market psychology and how to predict price changes ...
  45. An Example of Dividends in Arrears

    Learn about the concept of dividends in arrears and which shares of stock guarantee payment of accrued dividends even if ...
  46. The Lipper Rating System Explained

    Take a closer look at how Lipper Inc., a subsidiary of Thomas Reuters, determines the ratings for mutual funds in its Lipper ...
  47. ETF Analysis: First Trust Europe AlphaDEX

    Learn about the First Trust ISE Europe AlphaDEX Fund, and explore detailed analysis of the ETF that tracks European stocks ...
  48. 3 Things Investors Should Heed from Puerto Rico

    The Puerto Rican debt crisis matters more than you think. Here's how it could impact you.
  49. Learn How To Trade The Market In 5 Steps

    Learn how to trade the markets with skill and authority, starting with these five basic concepts.
  50. How The TV Industry Struggles To Stay Alive

    Thanks to Netflix and Hulu, modes of distribution are in flux. What does that mean for the TV industry as we know it?
  51. Investing in the Inner Workings of the Internet

    A guide for investors looking to bet on the companies that enable the Internet's inner workings
  52. 8 Best Cloud Storage Solutions for Small Business

    An unbiased list of the top cloud storage solutions for small businesses.
  53. Build a Retirement Portfolio for a Different World

    When it comes to retirement rules of thumb, the financial industry is experiencing new guidelines and the new rules for navigating ...
  54. Redefining the Stop-Loss

    Using Stop-losses for trading doesn’t mean ‘losing money’, but instead think about the money you'll start saving once you ...
  55. 10 Major Companies Tied to the Apple Supply Chain

    Apple has one of the best supply-chain models. Here are some of the top businesses involved, and the benefits and challenges ...
  56. ETF Analysis: PowerShares FTSE RAFI US 1000

    Find out about the PowerShares FTSE RAFI U.S. 1000 ETF, and explore detailed analysis of the fund that invests in undervalued ...
  57. A Primer On Investing In The Tech Industry

    The tech sector can provide fantastic returns for investors with a little know-how in the field.
  58. Use Options to Hedge Against Iron Ore Downslide

    Using iron ore options is a way to take advantage of a current downslide in iron ore prices, whether for producers or traders.
  59. Fortinet: A Great Play on Cybersecurity

    Discover how a healthy product mix, large-business deal growth and the boom of the cybersecurity industry are all driving ...
  60. 2 Catalysts Driving Intrexon to All-Time Highs

    Examine some of the main reasons for Intrexon stock tripling in price between 2014 and 2015, and consider the company's future ...
  61. How Does Glamsquad Work and Make Money?

    Learn about what Glamsquad does and how it makes money, including why the rise of the "Uber culture" has made this new luxury ...
  62. Understand How Square Works before the IPO

    Square is reported to have filed for an IPO. For interested investors wondering how the company makes money, Investopedia ...
  63. 4 Ways to Find a Penny Stock Worth Millions

    Thinking of trading in risky penny stocks? Use this checklist to find bargains, not scams.
  64. Chinese Slowdown Affects Iron Ore Market

    The Chinese economy's ongoing slowdown is having a major impact on iron ore demand.
  65. Why do Debt to Equity Ratios Vary From Industry to Industry?

    Obtain a better understanding of the debt/equity ratio, and learn why this fundamental financial metric varies significantly ...
  66. Has SanDisk Found a Bottom?

    Learn whether SanDisk has found a bottom. SanDisk is a manufacturer of memory-based products used in all sorts of technology ...
  67. A Day in the Life of an Equity Research Analyst

    What does an equity research analyst do on an everyday basis?
  68. ETF Analysis: iShares Morningstar Small-Cap Value

    Find out about the Shares Morningstar Small-Cap Value ETF, and learn detailed information about this exchange-traded fund ...
  69. The Unintended Consequences of Outsourcing

    The outsourcing of labor overseas is a natural result of globalization of world markets and the drive for businesses to cut ...
  70. 10 Companies That Yuppies Love

    Learn about 10 companies loved by the modern Yuppie, including how this demographic's impressive buying power has boosted ...
  71. Don't Let Your Portfolio Be Trump'd by Illiquidity

    A look at Donald Trump's statement of finances and the biggest lesson every investor can learn.
  72. Investors Need to Stop Shorting GoPro. Here's Why

    Discover why investors should stop shorting GoPro. GoPro has been one of the fastest-growing companies since 2005 with many ...
  73. ETF Analysis: WisdomTree SmallCap Earnings

    Discover the WisdomTree Small Cap Earnings ETF, a fund with a special focus on small-cap and micro-cap stocks with positive ...
  74. ETF Analysis: iShares US Regional Banks

    Obtain information and analysis of the iShares US Regional Banks ETF for investors seeking particular exposure to regional ...
  75. Key Financial Ratios to Analyze the Mining Industry

    Discover some the most important financial ratios used by investors and analysts to evaluate companies in the metals and ...
  76. Key Financial Ratios to Analyze Retail Banks

    Learn about key financial metrics that investors use to evaluate retail banks, and how the industry is fundamentally different ...
  77. The 5 Biggest Canadian Oil Companies

    Obtain information about some of the largest and most successful major integrated oil corporations that are headquartered ...
  78. Key Financial Ratios to Analyze Airline Companies

    Examine some of the most important financial ratios and performance metrics investors use to evaluate companies in the airline ...
  79. Key Financial Ratios to Analyze Tech Companies

    Understand the technology industry and the companies that operate in it. Learn about the key financial ratios used to analyze ...
  80. 3 Reasons to Continue to Own Monster Beverage

    Learn more about the Monster Beverage Corporation and some of the primary reasons why investors and market analysts like ...
  81. The 6 Worst Technology Stocks of 2015

    Learn about the technology sector and how it has performed in 2015. Understand the six worst performing technology stocks ...
  82. Key Financial Ratios to Analyze the Hospitality Industry

    Understand the hospitality industry and the types of companies that operate within it. Learn about key financial ratios used ...
  83. 3 Reasons to Short Monster Beverage

    Learn why, despite the popular perception of Monster Beverage as a high-growth stock, investors may be better off taking ...
  84. How Does ClassPass Work and Make Money?

    Find out how ClassPass makes money, how the company aims to help both businesses and consumers, and why it has been so successful.
  85. Startup Analysis: How Much Is Palantir Worth?

    Learn about the private company Palantir, its valuation and how its valuation was derived. Understand how the company operates ...
  86. Finding Value in the Selloff Rubble

    Globally and in the United States, stocks are now in correction mode, with the recent erosion in equities in emerging markets ...
  87. 3 Stocks to Invest in the Oil Transportation Industry

    Learn about the oil and gas transportation industry, and discover some of the best oil transportation stocks for investors ...
  88. 3 Stocks Near Their 52-Week Lows

    Discover some stocks that are currently trading near their 52-week lows, which may be undervalued and offer a good buying ...
  89. Benefits of Regional Bank ETFs over Commercial Banks

    The SPDR S&P Regional Banking ETF offers a stable local alternative to broad-based multinational commercial banking sector ...
  90. The Upside of Picking Stocks Nobody Follows

    Learn about the upside of picking stocks nobody follows. The less followed a stock, the more opportunity there is for a stock ...
  91. How WeWork Works and Makes Money

    Find out how WeWork makes money by offering flexible, shared office space to out-of-the-cubicle workers like freelancers ...
  92. 5 Things to Know About Planet Fitness Stock

    Learn about Planet Fitness and how it has achieved success. Understand five aspects of the company that have made it an attractive ...
  93. Is the Apple Watch a Real Threat to Fitbit?

    Examine the potential for marketplace competition between Fitbit and the Apple Watch in the rapidly growing consumer wearables ...
  94. Watch Airline Stocks For Takeoff Potential

    Airline stocks have taken a hit but they show potential for takeoff as a result of low fuel prices, reduced competition and ...
  95. What's The Difference Between Bond & Equity ETFs?

    Learn how different stock ETFs and bond ETFs are, though they actually have quite a few things in common.
  96. 3 Companies That Hate Debt Financing

    Learn how companies such as Chipotle, Bed Bath & Beyond, and Paychex are able to maintain impressive levels of growth without ...
  97. Understanding Stock Quotes

    All you need to know about understanding stock quotes.
  98. Avoid These 3 Value Trap Stocks

    Investors are wise to do their homework and avoid the following companies that might be value traps.
  99. 4 Reasons Intercept Pharmaceuticals Should Be on Your Radar

    Learn about Intercept Pharmaceuticals and what type of biopharmaceuticals it seeks to create. Understand four reasons why ...
  100. Looking To Begin Trading In The Stock Market?

    If you are a new trader, we explain the differences between penny stocks and options so you can make the best decision for ...
  • Showing 1-100 of 895 items
  • 1
  • 2
  • 3
  • ...
  • 9
  • >>
Hot Definitions
  1. Capitalization Rate

    The rate of return on a real estate investment property based on the income that the property is expected to generate.
  2. Gross Profit

    A company's total revenue (equivalent to total sales) minus the cost of goods sold. Gross profit is the profit a company ...
  3. Revenue

    The amount of money that a company actually receives during a specific period, including discounts and deductions for returned ...
  4. Normal Profit

    An economic condition occurring when the difference between a firm’s total revenue and total cost is equal to zero.
  5. Operating Cost

    Expenses associated with the maintenance and administration of a business on a day-to-day basis.
  6. Cost Of Funds

    The interest rate paid by financial institutions for the funds that they deploy in their business. The cost of funds is one ...
Trading Center
You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!