Fundamental Analysis Articles

  1. The Dynamics of Liquidity and Investing

    Liquidity is a hot topic in financial markets these days, so first we’ll explore what we mean by “liquidity” and then what ...
  2. Analyzing Coca-Cola's Return on Equity (KO)

    Understand the various factors causing Coca-Cola's recent decline in its return on equity ratio and how it compares to its ...
  3. The Topic We Should All Be Paying Attention to

    As the December Federal Reserve (Fed) meeting nears, discussions and speculation about the precise timing of Fed liftoff ...
  4. Analyzing General Motors Company's Return on Equity

    Understand General Motors' return on equity (ROE) in recent years and what it tells investors about its overall performance ...
  5. The Biggest Risks of Investing in Chesapeake Energy Stock

    Learn the biggest risks to investing in Chesapeake Energy Corporation. Discover the company's financial ratios and other ...
  6. Analyzing Starbucks' Return on Equity (SBUX)

    Understand what factors affected increases in Starbucks Corporation's return on equity and how Starbucks compares to its ...
  7. General Electric's 3 Key Financial Ratios

    Understand the fundamental business reasons behind some of GE's lackluster financial ratios and know how to interpret the ...
  8. Priceline Group's 3 Key Financial Ratios

    Understand how the online travel agent market has evolved and how Priceline's financial ratios prove that it has successfully ...
  9. Costco P/E Ratio: A Quick Analysis

    A quick calculation and analysis of Costco's P/E ratio.
  10. Reading The Balance Sheet

    Learn about the components of the statement of financial position and how they relate to each other.
  11. Rite Aid P/E Ratio: A Quick Analysis (RAD, CVS)

    A quick analysis for the P/E ratio of Rite Aid Corp.
  12. The Biggest Risks of Investing in Bank of America Stock

    Learn the largest risks to owning Bank of America stock. Discover its outlook through fundamental analysis and external risks ...
  13. The Biggest Risks of Investing in Southwest Stock

    Learn the biggest risks to investing in Southwest Airlines. Discover fundamental, industry-wide and other various internal ...
  14. JKL: iShares Morningstar Small-Cap Value ETF

    Find out about the Shares Morningstar Small-Cap Value ETF, and learn detailed information about this exchange-traded fund ...
  15. Altria's P/E Ratio: A Quick Analysis (MO, RAI)

    Here's a look at Altria's price-to-earnings ratio and other metrics, and how the stock compares with rival Reynolds American.
  16. IAT: iShares US Regional Banks ETF

    Obtain information and analysis of the iShares US Regional Banks ETF for investors seeking particular exposure to regional ...
  17. Value Momentum Based on EV/EBIT (ANTM, VLO)

    Combining value and momentum is a winning strategy.
  18. Is EMC Stock Suitable for Your IRA or Roth IRA?

    Find out if EMC is suitable for a traditional or Roth IRA. Learn about the impacts of the Dell acquisition, and discover ...
  19. JP Morgan Stock: A Dividend Analysis

    Explore an detailed analysis of JPMorgan Chase's dividend and financial statements, and look at an analysis of its competitors' ...
  20. 4 Utility Stocks that Consistently Outperform

    A look at four utility stocks that have outperformed the market for the last five years.
  21. Analyzing Medtronic plc.'s Return on Equity (ROE) (MDT)

    Learn about the drop in the return on equity for Medtronic due to a decline in net income. Read about how Medtronic's competitors ...
  22. Social Security's Insolvency and Your Retirement

    The Social Security system could run out of money by 2031. Here's a look at some proposed solutions to the problem and what ...
  23. T-Mobile's 3 Key Financial Ratios (TMUS)

    Learn about how certain financial ratios say about T-Mobile's business and why the ratio are where they are, plus what it ...
  24. Qualcomm's 3 Key Financial Ratios (QCOM)

    Understand what some of the financial ratios say about Qualcomm's changing business and what the future may hold for the ...
  25. Microsoft's 3 Key Financial Ratios (MSFT)

    Find out what the important financial ratios for Microsoft are and how they are applied to explain certain aspects of the ...
  26. Netflix's 3 Key Financial Ratios (NFLX)

    Understand the important financial ratios used to analyze growth companies such as Netflix, and what any ratio changes may ...
  27. Analyzing Ford's Return on Equity (ROE)

    Understand how to interpret Ford's recent return on equity (ROE) ratios, what they tell you about Ford's performance and ...
  28. AT&T's 3 Key Financial Ratios

    Understand how operating cash flow and debt usage are closely related to A&T's business, and why cash efficiency matters ...
  29. Analyzing SandRidge's Return on Equity (ROE) (SD)

    Read about SandRidge's negative return on equity (ROE). Understand how the company has a very high debt load and is facing ...
  30. Analyzing Porter's 5 Forces on Coca-Cola (KO)

    Read about how to use the Porter's five forces model to evaluate the competitive landscape and how a large company such as ...
  31. Analyzing Schlumberger's Return on Equity (ROE) (SLB)

    Read about how Schlumberger has performed well as the world's largest oilfield services provider. See how revenue is dropping ...
  32. The Biggest Risks of Investing in Kinder Morgan Stock (KMI)

    Discover the biggest risks to Kinder Morgan stock using fundamental analysis. Learn how regulatory changes, pipeline integrity ...
  33. The Biggest Risks of Investing in Alcatel-Lucent Stock (ALU)

    Learn the biggest risks of Alcatel-Lucent stock, especially with its pending merger in 2016 with Nokia Corporation, and how ...
  34. Analyzing Amazon's Return on Equity (ROE) (AMZN)

    Learn how to analyze Amazon's return on equity (ROE), especially given the company's focus on capital investments, as opposed ...
  35. Buying a Home? The Best Places Share this Feature

    The most lucrative areas to invest in a home are cities where job growth is robust.
  36. Home Depot's 6 Key Financial Ratios (HD)

    Learn about important financial ratios used to determine the performance of retailer Home Depot; these give a quick snapshot ...
  37. Analyzing Procter & Gamble's Return on Equity (ROE) (PG)

    Find out how Procter & Gamble's return on equity (ROE) has varied over time, how the company's ROE compares with its peers ...
  38. Analyzing BP's Return on Equity (ROE)

    Examine the return on equity (ROE) for British Petroleum, the slumping international energy company that seems to be falling ...
  39. Analyzing Porter's 5 Forces on Starbucks (SBUX)

    Examine the industry position of Starbucks Coffee Company from the perspective of the company using the Porter's Five Forces ...
  40. Can Small Caps Rebound?

    While the collective concensus was right on the dollar rising, it was wrong on at least one implication of a stronger greenback: ...
  41. Yahoo's 3 Key Financial Ratios (YHOO)

    Understand key financial ratios that help explain Yahoo's current revenue and profit situations, as well as its P/E ratio ...
  42. Warren Buffett and Berkshire's Productive Assets

    Here are some methods to measure whether an investment will be "productive."
  43. 3 Waste Management Stocks That Outperformed Since 2010

    A look at three stocks in the environmental and waste management industry that have outperformed the market for the last ...
  44. A Closer Look at Starbucks

    Starbucks has had an outstanding run in recent years. But have its shares become too expensive for new shareholders?
  45. 8 Blue Chip Stocks with Low P/E Ratios

    Discover why the price/earnings (P/E) ratio is important in determining the relative value of a stock and find out which ...
  46. Analyzing Home Depot's Return on Equity (ROE) (HD)

    Discover what Home Depot's return on equity (ROE) ratio says about the performance of the company and how it relates to historical ...
  47. FYI On ROI: A Guide To Calculating Return On Investment

    Return on investment is a simple equation that can give you an edge when fine-tuning your portfolio - here's how to use it. ...
  48. Asset Manager Ethics: Acting With Competence and Diligence

    Managers must make investment decisions based on their personal investment process, which in turn should be based on solid ...
  49. Understanding The Income Statement

    Learn how to use revenue and expenses, among other factors, to break down and analyze a company.
  50. Common Interview Questions for Fixed Income Traders

    Discover a list of potential questions and answers commonly asked in job interviews for a candidate applying for a position ...
  51. Time to Bring Active Back into a Portfolio?

    While stocks have rallied since the economic recovery in 2009, many active portfolio managers have struggled to deliver investor ...
  52. The Best Financial Modeling Courses for Investment Bankers

    Obtain information, both general and comparative, about the best available financial modeling courses for individuals pursuing ...
  53. Where the Price is Right for Dividends

    There are two broad schools of thought for equity income investing: The first pays the highest dividend yields and the second ...
  54. Investing Opportunities as Central Banks Diverge

    After the Paris attacks investors are focusing on central bank policy and its potential for divergence: tightened by the ...
  55. The Biggest Risks of Investing in Pfizer Stock (PFE)

    Learn the biggest potential risks that may affect the price of Pfizer's stock, complete with a fundamental analysis and review ...
  56. Using Pivot Points For Predictions

    Learn one of the most common methods of finding support and resistance levels.
  57. PEG Ratio Nails Down Value Stocks

    Learn how this simple calculation can help you determine a stock's earnings potential.
  58. Is Caterpillar Stock Suitable for Your IRA or Roth IRA?

    Learn about Caterpillar's suitability for a retirement portfolio. Does CAT have long-term viability? Find out if CAT is better ...
  59. How Gross Margin Can Make or Break Your Startup

    Find out how your startup's gross margin can impact your business, including why a mediocre margin may spell disaster for ...
  60. What’s the Difference Between Duration & Maturity?

    We look at the meaning of two terms that often get confused, duration and maturity, to set the record straight.
  61. Buy Penny Stocks Using the Wisdom of Peter Lynch

    Are penny stocks any better than playing penny slots in Vegas? What if you used the fundamental analysis principles of Peter ...
  62. Are Amazon Profits Here to Stay? (AMZN)

    Amazon is starting to look like a steadily profitable company. Is this really the case? Should investors even be hoping for ...
  63. What to Do When You Can't Repay Your Student Loans

    Student loans should be kept in good standing no matter what. Here are some tips on managing your loans.
  64. Are EM Stocks Finally Emerging?

    Many investors are looking at emerging market (EM) stocks and wonder if it’s time to step back in, while others wonder if ...
  65. Wal-Mart vs. Target: Which One Is A Bigger Threat To Amazon? (AMZN, WMT)

    Walmart and Target both revealed multi-year plans to grow their businesses. Which of these two retailers is the biggest threat ...
  66. Does Costco Have Room to Grow Its Margins?

    Costco has historically capped their margins well below industry standard. Might now be the time for them to raise them and ...
  67. Operating Cash Flow: Better Than Net Income?

    Differences between accrual accounting and cash flows show why net income is easier to manipulate.
  68. Investment Banks: Not a Good Bet Right Now? (GS)

    Investment banks might appear safe to investors at the moment, but they're probably more dangerous than advertised.
  69. How to Raise Your Credit Score Quickly

    Here are the best tips for raising your credit score quickly.
  70. Who Funds ISIS?

    Faced with the high costs of running and defending a state, ISIS has been resourceful, resorting to just about any way of ...
  71. Analyzing Porter's 5 Forces on Facebook (FB)

    Read about how you can use Porter's five forces to analyze Facebook's competition. This simple methodology looks at several ...
  72. The Best Litmus Test Of A Company's Risk? The Acid Test

    The acid test measures a company’s short-term liquidity.
  73. The Three Things Most Good Stocks Have In Common

    Uncover the three things most good stocks have in common: performance, profitability and value.
  74. 4 Gambling Stocks that Outperformed Since 2010 (CHDN, MPEL)

    A look at four stocks in the casino and gambling industry that outperformed the market for the last five years.
  75. 3 Steps for Retirement Saving and Investing Habits

    We take a look at the choices we make today that our future selves would prefer not to be making, often faced by investors ...
  76. A Slowdown is Hitting Quest Diagnostics (DGX)

    Quest Diagnostics holds an interesting position in the healthcare value market, but the company faces a few challenges.
  77. What Markets Poised to Benefit if the Fed Waits?

    Late last month, the Fed reminded that a 2015 rate hike is still a possibility; there are certain segments of the market ...
  78. Is Qualcomm Stock Suitable for Your IRA or Roth IRA? (QCOM)

    Find out if Qualcomm stock is an appropriate retirement investment based on stability and valuation. Is QCOM more suitable ...
  79. Are High Valuations In Silicon Valley Over?

    Silicon Valley valuations, which hit the roof earlier this year, are coming down to earth. What caused the rise? And, what ...
  80. Analyzing Porter's Five Forces on Apple (AAPL)

    Evaluate Apple's position in the marketplace by looking at it through the perspective of the Porter Five Forces Model for ...
  81. The Future of the Marijuana Industry in America

    Polls show that most Americans favor legalization, and studies on the use of medical marijuana have been promising. Should ...
  82. Starbucks' 6 Key Financial Ratios (SBUX)

    Discover the key financial ratios that are important when analyzing the financial health, profitability and efficiency of ...
  83. Should You Buy Apple Stock Right Now? Here's How to Decide (AAPL)

    Find out how to analyze Apple stock. What factors should investors consider? Learn how to determine how much Apple shares ...
  84. Why Contrarian Investing Is Not Very Smart

    Like most allegedly sure-fire methods in the investment industry, this one has its flaws too.
  85. How Nasty Gal's Sophia Amoruso Built a Fashion Empire

    In 2006, Nasty Gal founder Sophia Amoruso planted the seeds for what would become an online fashion empire. Here's how.
  86. Oracle's 4 Key Financial Ratios (ORCL)

    Learn about Oracle's sales growth rate, debt/equity ratio, return on equity and operating margin, and find out how they affect ...
  87. Apple Watch Poses "No Material Threat" To Fitbit, Says Fitbit CEO

    Examine the potential for marketplace competition between Fitbit and the Apple Watch in the rapidly growing consumer wearables ...
  88. Investment Value Vs. Fair Market Value: How They Differ

    Learn about the differences between an asset's investment value and its fair market value, including why many think fair ...
  89. Berkshire Hathaway's 4 Key Financial Ratios (BRK.B, BRK.A)

    Read about the key financial ratios to analyze Berkshire Hathaway. Understand why Buffett likes companies with low debt/equity ...
  90. 10 Tips For Running a Successful Airbnb Property

    How to run a successful Airbnb property with these 10 tips.
  91. 2 Of the Cheapest Large Cap Stocks to Buy (NOV, GPS)

    It might not be as exciting as owning a hot new tech company, but investing in an out of favor large-cap stock has some benefits.
  92. What Happens To Your Student Debt If You Die?

    What happens to student debt when you die? It all depends on the lending agency.
  93. Advantages of Maintaining Low Working Capital

    Understand the benefits and advantages of maintaining low working capital as related to liquidity needs, capital allocation ...
  94. Schlumberger Stock: A Dividend Analysis (SLB)

    Examine the strength and potential of major oil service company Schlumberger Ltd. (NYSE: SLB), considered to a solid dividend ...
  95. Samsung and Google: A Beautiful Friendship?

    Google and Samsung have more than a hardware/software relationship. These two technology giants have collaborated time and ...
  96. How Major League Baseball Makes Money

    Major League Baseball is big business. Let's take a look at where the money comes from.
  97. Johnson & Johnson Stock: A Dividend Analysis (JNJ)

    Explore a detailed analysis of Johnson & Johnson's dividend policy, and learn about the dividend policies of its competitors, ...
  98. How to Identify Mispriced Stocks

    Find out how to identify mispriced stocks. Learn about intrinsic and relative valuation methods based on fundamentals, and ...
  99. Yahoo To Use Google Search Results. Yes, Again.

    Can Google remain the world's top search engine forever? Yahoo's on-again, off-again agreement to offer Google search results ...
  100. General Electric Stock: A Dividend Analysis

    Read a detailed analysis of the dividend policy of General Electric Company, and explore a comparison of the dividend policies ...
Hot Definitions
  1. Liquidation Margin

    Liquidation margin refers to the value of all of the equity positions in a margin account. If an investor or trader holds ...
  2. Black Swan

    An event or occurrence that deviates beyond what is normally expected of a situation and that would be extremely difficult ...
  3. Inverted Yield Curve

    An interest rate environment in which long-term debt instruments have a lower yield than short-term debt instruments of the ...
  4. Socially Responsible Investment - SRI

    An investment that is considered socially responsible because of the nature of the business the company conducts. Common ...
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    A theory developed by Yale Hirsch that states that U.S. stock markets are weakest in the year following the election of a ...
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