10-Year Stock Value Analysis
Your S&P 500 picks
Ten measures of the last 10 years from each company's SEC filings, plus how many of Buffett's criteria, balance-sheet checks and Piotroski's F-score tests each one passes, side by side. Click a column to sort, and a name for its full analysis. This view doesn't change My portfolio.
Your stocks, 10-year measures
Green and red use simple yardsticks: growth of 7% a year (5% for dividends and book value) or more is green, shrinking is red; margins and returns at 10-15% or more are green; for shares, buybacks are green and dilution of over 2% a year is red; for the Buffett and balance-sheet columns, three quarters or more met is green and under half is red; for the Piotroski F-score, 8 or 9 is green and 0-2 red, his own bands. They're a reading aid, not a verdict.
Growth columns are the average change per year from the first to the latest fiscal year (CAGR); margins and returns are totals over the period. Buffett criteria are those on the Graham & Buffett tab, without the margin-of-safety test, which needs a share price. Balance-sheet checks are the five on the Durable advantage tab (retained earnings, debt to equity, long-term debt, preferred stock, treasury stock), counting those that could be judged (hover over a count to see what wasn't met); the terms are explained below. "n/a" means the figure can't be measured (hover over it to see why), for example growth from a loss year. Each company's years are shown under its name.
Balance-sheet terms explained
Not investment advice. This is an automated screen of public filings for educational use. Figures can be incomplete or mis-tagged; always check the original filings before making decisions. Full disclaimer