how to use top stock research

Once you've made your investment choices, managing them is critical to being successful. You can use all the tools mentioned above to monitor and research your open positions. There are also ways to determine whether the stocks you’ve researched and chosen are a good mix when looked at as a whole.

Fidelity offers a Planning & Guidance Center , a guidance tool that compares your current portfolio with your target asset mix so you can evaluate areas that may need adjustment. This portfolio-level review can be a great way to see whether the stocks that you've researched are collectively meeting your investing objectives. You may also want to consider Fidelity's Guided Portfolio Summary SM Log In Required which can help you break down the investments in your portfolio and identify areas that may need more attention.

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How to Research Stocks

Watch video: How to Research Stocks

Upbeat music plays throughout. On-screen text : Lou Mercer, CMT. Regional Investment Strategist  Narrator : So, you got a "hot" stock tip from a coworker, and they sound convincing—what should you do next? The short answer is, do your homework. As astute as your coworker may be, it's important to conduct due diligence on any investment before you put your hard-earned money at risk.

Due diligence, or DD, is all about research—making sure that you understand how a company operates so you can decide whether it's a good investment.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management. 4. Expectations. Narrator : There are many aspects to due diligence. One part could include fundamental analysis because it delves into a company's ability to make money. At its core, it's the process of analyzing a company's financial statements, and studying other trends and data. That can help you determine whether a stock is fairly valued, undervalued, or overvalued by the market. Fundamental analysis is a large discipline as well, but you don't have to do it all by yourself. You can determine how much you're going to do and what you want to leave to the experts. There are many parts to due diligence, and in this video, we'll discuss four core ones: earnings, capital structure, management, and expectations.

On-screen text: Securities and Exchange Commission. SEC.

Animation: Text is replaced by a sample 10-Q and then a sample 10-K report.

Narrator : To get started, you need to know where to get the right information. Publicly traded companies are required by the Securities Exchange Commission, or SEC, to report financial information to the public in quarterly reports called 10-Qs and annual reports known as 10-Ks. Despite the name, it's not a race but instead a document filled with hundreds of pages of detailed financial information that can feel like a marathon to read. But there are tools to help analyze them if you know where to begin.

Some of the most important financial information for a business shows up in what is known as an income statement. There, you can see how much money, or revenue, is left over after accounting for a company's expenses like paying employees and utility bills. The end amount is known as net income, profit, or earnings, and is a crucial part of understanding a company's value. This is because the stock market is a place where people come to buy and sell the future earnings of a company.

Animation: A sample illustration of a bar graph showing rising revenues and earnings for each quarter over two years. Revenues and earnings are generally rising.

Narrator : A common rule of thumb is that earnings and revenues should be growing—quarter over quarter and year over year.  

But there's more you can do with that information, like compare how fast earnings are growing or determine how successful a company is at making a profit. But that would mean a lot of number crunching.

Animation: Four cards appear with different financial ratios. Net profit margin is net income over revenue. Debt to equity is total debt over total shareholders' equity. Price to earnings is market share price over earnings per share. Return on equity is net income over shareholders' equity.

Narrator: The crunching happens by taking data from these statements to calculate financial ratios. These ratios are standardized measurements that can help you analyze how well a company has performed, and what its future might look like.

Thankfully, the work has been done for you and you can get many of these tools and ratios for free in a more palatable way from most brokerages, like on the Research tab on schwab.com .

Animation: An equation is illustrated using a pile of cash labeled net income over a cash register labeled company's revenue. The peers and ratios comparison tool from Schwab.com replaces the ratio. It's set to overview. The net profit margin ratios for a company are highlighted. The "i" icon is selected and a graph of the net profit margin ratios for the company and some of its competitors appears.  

Narrator : One example of a ratio is net profit margin, which compares a company's revenue, or the total sales before expenses, to net income—the money it has left over after all the expenses are accounted for. Net profit margin is represented as a percentage, and a company with high margins is usually able to manage its expenses. This could mean it's good at turning a profit.  Profit margins, like other ratios, are great for determining if the company's growing compared to previous quarters and years. They're also good for comparing the company to its peers. Many investors identify top-tier companies by comparing ratios within an industry group.

Animation: The price-to-earnings ratio is illustrated with a stock certificate with a price tag over by a pile of cash labeled earnings per share. The price tag on the certificate changes to $20 and the pile of cash is changed to $1. The peers and ratios comparison appears again, it's still set to overview. The price/earnings line is highlighted.

Narrator : You can use the price-to-earnings ratio to see how much you're paying for a company's earnings and whether the stock is over or undervalued. It compares the price of a share of a company's stock to the company's earnings per share. If a stock is trading at $20 and its earnings per share are $1, then the stock has a P/E of 20. Some investors like to focus on companies with a lower ratio, believing it's a better value.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure.

Narrator : Of course, there's other ways to examine revenue and earnings, but another core area of due diligence is a company's capital structure. It deals with how the business is funded.

Funding is done in a few ways, including selling equity by issuing stock shares or borrowing money in the form of things like bonds, mortgages, and other debt. If a company borrows money or incurs debt to make new products or otherwise expand, it can affect earnings. Debts have to be repaid, so they're essentially a claim on a company's future earnings.

A company with a good capital structure generally keeps its debt and other liabilities in check, while growing equity by retaining earning that can be reinvested into the company.

Animation: The peers and ratios comparison reappears on screen. It's now set to the Fundamentals tab. The long-term debt to equity line is highlighted.

Narrator : The debt-to-equity ratio is a good way to analyze how burdened a company might be by debt. A high ratio that is also higher than the company's peers could be a sign that the company has too much debt, which could be a drag on future earnings. However, debt levels vary from industry to industry, so peer comparisons are an important part of this analysis.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management.

Narrator : I've talked about analyzing the books, but what about the people keeping the books? Management effectiveness analysis focuses on the ability of the management team to run the company, and it's one of a few soft data points that can be helpful when researching an investment.

Animation: The return on equity ratio is illustrated with a pile of cash labeled company's net income over shareholder's equity. The peers and ratios comparison reappears on screen. It's still set to the fundamentals tab. The return on equity line is highlighted.

Narrator : Successful management can seem abstract, but there's actually another ratio that can help grade how well management does at turning shareholder money into profits. It's called the return-on-equity ratio, and in this case, the higher the ratio, the better. It's calculated by dividing the company's net income by the average shareholder's equity. If a company has a higher number than its peers, investors might perceive that the managers are good at making money.

Animation: The peers and ratios comparison reappears on screen but is expanded to show the other ratings section. Analysts' ratings are highlighted in this area.

Narrator : It's not all about numbers, though. You can also find commentary directly from a company's management team on the company's investor relations website, in the 10-Qs and 10-Ks, and through analyst reports. Those statements can provide insights into what's on the minds of the people in charge, such as product promotions, growth expectations, or even potential dividends.

Animation: A sample 10-K report is on screen. The section titled macroeconomic conditions and related financial risks is highlighted. The page scrolls down to another section title business operations risks.

Narrator : Companies are also required to disclose any present risks they face, which may be an important factor in your investment decision. Risks can include lawsuits that could affect future earnings, or other trouble, like concerns that the company will struggle to market to certain customers.

That's a good reminder about the importance of diversifying the types of stocks you invest in. Investing in companies from several sectors and industry groups that don't usually rise or fall at the same time can help manage risk.

On-screen text: Due diligence. 1. Earnings. 2. Capital structure. 3. Management. 4. Expectations.

Narrator : While earnings growth, capital structure, and management are all important parts of conducting due diligence, much of what's being analyzed is in the past. Investors are most often concerned with the future prospects of a company. This is where the expertise of Wall Street analysts is helpful.

Animation : Three sample documents appear with different forward earnings estimates for three different companies.

Narrator : Banks and research firms around the world pay analysts to study many public companies. They publish frequent reports about their views, including what're known as forward earnings estimates that forecast what they think each company will earn for the upcoming quarter or year. They're educated guesses, but heavily researched ones that analysts make using their professional projections and models. Larger companies tend to attract more analysts, and the reports can be found through most brokerages, including Schwab.

Animation: The research tab on Schwab.com for a stock appears on screen. The screen scrolls down to the expected earnings section. Upcoming earnings and historical earnings are highlighted. Graphs for each estimate appear on screen with summaries and information related to earnings.

Narrator : Analyst estimates tend to be pretty big news when companies report earnings every three months. A company beating or falling short of estimates often result in big jumps or drops in the stock price.

Animation: A document titled analyst estimate appears. The earnings estimate is adjusted from $0.25 to $0.26 and then $0.27. A second company appears. Its estimate is reduced from $0.32 to $0.31 and then $0.30.

Narrator : However, outside of earnings announcements, positive adjustments to an analyst's estimates could be an indication the company may be doing better than expected. Negative estimate adjustments could be a bad sign for the company.

Animation: A bar graph titled cash flow growth appears on screen. The X axis is in years going out to 10. Each bar is made up of stacks of cash representing and estimate cash flow. The top portion of each stack of cash changes to red and a warning sign is placed over each bar. The red sections go away and the bars or stacks of cash shrink.

Narrator : Analysts estimates for the future growth of earnings can help investors calculate the intrinsic value, or fair market value, of a company. Anyone can calculate intrinsic value, but it's complicated. One method requires you to calculate earnings estimates for a company over a period of, say, five or 10 years, then discount those estimates based on how likely it is to happen.

Not only is the discounted future cash flows model complex, but it requires a few educated assumptions, so having analysts to rely on can be a big relief. However, if you are relying on someone else, even an analyst, make sure you understand their assumptions because they may have a different economic outlook, investing time frame, or bias, on the industry than you.

While a hot stock tip is exciting, without doing some due diligence, you could get burned. When you know what you're looking for and where to find it, it's a lot less overwhelming. Remember, the goal of due diligence isn't to make sure you know everything about a company. Instead, it's to help you evaluate the pros and cons so you can decide whether it belongs in your portfolio. On-screen text: Disclosure: On-screen text: [Schwab logo] Own your tomorrow ®

Schwab traders get in-depth research tools

More from charles schwab.

How to Pick Stocks: Fundamentals vs. Technicals

Calculate the Sharpe Ratio to Gauge Risk

How to Tell a Good Stock from a Bad Stock

Related topics.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.

7 Stock Research Websites and Tools Advisors Love

These resources help advisors and asset managers assess stocks, bonds and funds for client portfolios.

7 Stock Research Tools Advisors Love

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Research websites and screeners are valuable in identifying which assets may be worth adding to your portfolio.

When constructing portfolios for clients, investment advisors and asset managers have a range of tools at their disposal. Software such as Riskalyze, for example, is designed for financial advisors' use. And some applications, even if pricey, can also be used by individual investors.

Investment research, which includes looking at exchange-traded funds , mutual funds and fixed-income instruments, gives a prospective buyer insights into how a security fits within an overall portfolio framework. It's not enough to identify a so-called "good company" anymore; a stock, bond or fund should have a role within a broader asset allocation.

Research websites and screeners are valuable in identifying which assets may be worth adding to a client's investment mix. Many of them also have mobile app versions available for download.

Here are six research sites that asset managers and advisors use to find opportunities, and a seventh bonus tip for doing deeper research into a company or industry:

Morningstar Investor

Revelation investment research, dividend.com, vettafi's etf database.

• Company-specific websites

"This is one of the tools that we use most frequently. It allows us to take a deeper dive into individual equities, ETFs and mutual funds when we are doing research," says Devin Carroll, financial advisor and founder of SocialSecurityIntelligence.com, based in Texarkana, Texas.

"It may not be as comprehensive as some of the other much more expensive tools, but it gives us the data we need to make good decisions," he adds.

Morningstar Investor (https://investor.morningstar.com) offers ratings and stock screeners that allow users to tailor portfolios for different strategies. Users can also filter for sector weightings and other factors, such as a company's score on environmental, social and governance measures.

"The portfolio section is great for looking at a portfolio as one piece," Carroll adds. "We can quickly see what a portfolio has for an average expense ratio, the allocation, the overlap and several other key metrics that are useful."

The cost for Morningstar Investor is about $250 per year, making it accessible to individual investors as well.

FactSet operates a database tracking thousands of stocks , as well as Wall Street analyst estimates. Its business lines include stock and industry analysis, investment research, portfolio analytics and tracking environmental, social and governance metrics. It also offers portfolio management and trading, as well as other services for professional investors.

Scott Harrison, portfolio manager at Argent Capital Management in St. Louis, says FactSet provides an end-to-end solution for investment research. "This is a paid service that offers a research platform for fundamental analysis combining a variety of data sources in one workstation," he says. Harrison appreciates its user-friendly navigation capabilities, as well as in-depth industry and stock-level research and analytics.

Dave Gilreath, chief investment officer at Innovative Portfolios in Indianapolis, also uses FactSet, but in tandem with data from Revelation Investment Research (Revelationir.com). Revelation, based in Crown Point, Indiana, was co-founded by Greg Forsythe, who was previously Schwab's director of global equity research.

The premise of Revelation's research, Gilreath says, "is somewhat opposite of most firms in that they score stocks based on their downside risk versus just seeking equities with upside potential. The Revelation database feeds off of FactSet, so it 'plays well' with our normal use of FactSet."

In addition to various domestic and international downside risk alerts, Revelation's subscription services include forecasts about real estate investment trusts, or REITs . The company can also provide custom services.

Dividend.com is a comprehensive database of information on stocks and funds, all collected in one place. Users can sort according to industry and sector. The site also offers the ability to screen for companies that are increasing, decreasing, initiating or suspending dividends, as well as those offering special shareholder payouts.

Frequently, investors base a strategy on a company's dividend history, and Dividend.com offers an easy way to identify categories including stocks from various indexes that have paid dividends for specified time periods . It also has screens for ETFs, mutual funds, preferred shares and American depositary receipts, which are non-U.S. companies listed on domestic exchanges.

"We love Dividend.com for how easy it is to find information on dividend-paying stocks," says Carroll. "Without this, we'd spend hours on each firm's website hunting down this information."

At a cost of $199 per year, this service is affordable for many individual investors as well.

With many investors turning to ETFs in recent years, it's become more important to thoroughly vet exactly what each vehicle tracks. For example, there's a perception that all ETFs are index-based, while in reality, a growing number are actively managed .

"VettaFi's site is a wealth of information on ETFs, but our favorite is the head-to-head comparison tool," says Carroll.

During the current market downturn, Carroll's firm has actively been harvesting tax losses , and VettaFi helps with that. "It's always challenging to find a way to make a lateral move and lock in the loss for tax purposes, without violating the IRS wash sale rules ," he says. "The comparison tools allow us to quickly look at alternative ETFs and see which index they track and the expense ratio."

VettaFi's ETF Database, at Etfdb.com, also has proprietary ratings and allows users to screen according to region, industry, asset class and other categories. There's a basic free screener that can be upgraded to a Pro version or the soon-to-be-offered Financial Advisor Screener.

This advanced screener was developed by William O'Neil & Company (Williamoneil.com), building on 50 years of data research and presentation. While sister companies founded by O'Neil offer consumer products, such as the Investor's Business Daily website and the MarketSmith screener, Panaray is aimed at professional investors.

Gilreath says Panaray complements the other services he uses. "It is a great charting tool with a significant amount of technical data, as well as historical fundamental (data) and analysts' future expectations."

Panaray contains vast amounts of data on specific stocks, sectors and industry groups. "A user of Panaray can spend hours in research before they even know it," Gilreath says.

Consistent with other O'Neil products, Panaray focuses on price momentum and technical strength, rather than value stocks. Gilreath says that Panaray – in concert with Revelation Investment Research, which favors value stocks – allows his firm to identify growing, high-momentum stocks that also have lower downside risk characteristics.

Like several others on this list, Panaray has a mobile app as well as a desktop version.

Company-Specific Websites

Sometimes, when learning more about a company, it helps to go directly to the source. The websites of publicly traded companies contain news releases about current and upcoming projects; new partnerships; financial developments, such as debt issuances or share buybacks; news about personnel changes in the executive suite; and full quarterly earnings reports going back several years.

Industry-focused sites also carry a range of information, including qualitative research, that can help investors. Harrison says he often gravitates toward sites with differentiated viewpoints or a fresh perspective. He specifically notes research from global consulting firm McKinsey & Company, as well as Defensenews.com, which covers defense-industry technologies, business trends, and other developments affecting companies in that industry. All major industries have industry-specific news sources, which often contain valuable insights for investors.

How to Spot Financial Advisor Red Flags

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You’re a savvy investor.

You know what you’re doing, and you know the tools and information your investing style demands in order to be successful.

But if you’re anything like I was, you’ve got 15 different stock research tools you use on a regular basis. 

What a pain .

What you need is a “go-to” site – one place to handle the majority of your stock analysis.

The trouble is, there’s a million tools out there, all claiming to be the best stock research website.

So, which one really is the best?

Well, it depends on what you’re looking for.

The 4 Types of Stock Research Websites & Tools

• Stock Pickers/Analysts
• Stock Screeners
• Investment Researchers
• News/Basic Quote Information Providers

If you’re not sure which category you should be looking in, here’s a few questions to give yourself some clarity:

Or – most commonly – some combination of all of these?

Here’s a list of the 8 Best Stock Research Websites & Tools that will meet your needs and goals as an investor. 

Plus, a detailed explanation of each sites’ best features and limitations, what type of investor it’s right for, and pricing.

1. WallStreetZen – The Best Stock Research Website Overall

WallStreetZen is (in our biased opinion) the best stock research website in 2024.

WallStreetZen makes it easy for serious, part-time investors to perform heavy fundamental analysis and get new stock ideas in minutes, not hours. This stock analysis website aggregates the latest financial data and summarizes a stock’s fundamental strengths and weaknesses in simple, one-line explanations that help you make better long-term investing decisions.

WSZ was built to cover all 4 stock research categories – If you’re looking to research companies, perform fundamental analysis, get stock recommendations from top analysts, or use a screener that’s built to handle your personal investing style, WallStreetZen is the site for you.

Zen Score is a summary of a company’s fundamental strengths and weaknesses, generated in seconds, from which you can launch further investigation:

After noting AAPL’s Forecast score of just 33, we can dig deeper and quickly see its forecasted revenue and earnings are less than stellar, both of which are projected to grow at rates slower than its industry and market averages:

After finding that out, you may decide to investigate these figures more closely on AAPL’s Forecast page , where you can read analyst commentaries and the thoughts going into their projections (with “Find out why”).

Top Analysts

WallStreetZen tracks and ranks nearly 4,000 analysts based on the returns, frequency, and win rate of their stock recommendations over multiple years, so you get the very best ideas from proven performers. Plus, the Top Analysts feature lets you dig into the exact reasons why an analyst made their buy/sell/hold recommendation and read analyst narratives on any stock:

Check out the profile of a Top 1% Analyst Lloyd Walmsley , who turned SNAP into a 500%+ gain in 1 year:

Looks like he’s currently recommending DSP , with a price target suggesting 50%+ upside.

To see the full list of analysts, click here . You can filter by Sector & Industry and sort by date of their Latest Rating.

Stock Screener

You probably already have an investing style. What you need now is a way to translate those personal preferences into investment ideas. Unlike its peers, WallStreetZen’s Stock Screener allows you to easily filter on whatever quantitative or qualitative criteria you find most important, and save your setups:

If you’re not sure what criteria to use, WallStreetZen’s stock screener also comes with a library of pre-built Stock Ideas to get you started. How about discovering the most recent insider transactions with Bullish Insider Buys :

As we learned from Peter Lynch, insiders buy for only one reason: They think the stock will go up.

And More…

Watchlists , consensus ratings, “Why Price Moved”, news feeds, visual comparisons across time, and so much more – the more you use it, the more you’ll find.

Plus, unlike the other sites you’ll find on this list of best stock research websites, WallStreetZen offers the vast majority of its features for free, up to a certain number of uses per month.

Who It’s For

WallStreetZen is the best stock research website overall because it handles nearly every component of the investing process:

I may be biased, but I do believe it’s the most versatile site on this list of best websites for stock research – investors with varying objectives can all benefit from its comprehensive suite of features (Zen Score, Top Analysts, Screener, Stock Ideas, etc.).

WallStreetZen may be a good supplement for investors who rely heavily on technical analysis, but it won’t replace their main charting tool. 

However, even if you’re a pure day trader, it’s never a bad idea to check the underlying fundamentals of the stocks you’re trading or see the latest analyst stock ratings from Wall Street’s top analysts.

WallStreetZen has two plans: Basic and Premium :

Unlike the other sites on this list, the Basic plan is free (just start researching!) and includes almost every feature, but power users will want to upgrade to Premium to unlock unlimited access. The cost?

2. Seeking Alpha – The Best Investment Research Website

While WallStreetZen and Morningstar give you all of the fundamental data and additional analyst reports you need to make your own informed decisions, Seeking Alpha puts its analysts front and center:

Even as an employee of WallStreetZen, I have a personal account with Seeking Alpha – I’m a fan of the product. That’s why it easily ranks as #2 on this list of the best stock research websites.

If you’ve ever typed a ticker into Google, you’ve likely stumbled across one of these analysts’ reports.

Unlike WallStreetZen , however, its articles and blogs (which are typically buy/sell/hold recommendations) are crowdsourced by primarily amateur investors with varying backgrounds – anyone can apply to be a writer.

Users are encouraged to follow their favorite analysts/authors and will typically follow their recommendations for buying and selling equities.

While it does offer data for fundamental analysis, this information serves as a backdrop to its analysts’ research, and – like its screener – is reserved for Premium users only .

However, unlike Zacks or Motley Fool, there’s much more transparency about why SA’s analysts are making their buy/sell decisions for their own portfolios. Personally, this is my favorite feature.

Who It’s For

If you want stock ideas and the accompanying research from fellow investors who are actually putting their own money into their recommendations, Seeking Alpha Premium is a solid choice:

Seeking Alpha is built for investors who want to read other investors’ commentaries, opinions, and analyses to help guide their own portfolio decisions.

Seeking Alpha has 3 membership tiers, but Premium is by far the best value (in my opinion):

After your free trial, the link above will give you 1 year of Seeking Alpha Premium for 50% off.

Read my full Seeking Alpha Premium review .

3. The Motley Fool – The Best Stock-Picking Website

One of the most well-known and best websites for stock research in the world, The Motley Fool:

The Motley Fool focuses on a variety of premium services, all of which espouse a buy-and-hold strategy.

Its most popular product, Stock Advisor , has returned 561% as of 1/25/24 since its inception in 2002 (compared to 142% by the S&P 500), hence why I’m recommending this service today.

The site’s investing philosophy revolves around ignoring short-term volatility, choosing instead to focus on companies’ strong fundamentals and riding market trends:

The Motley Fool Stock Advisor service gives out 2 monthly recommendations, alongside a list of 10 “Starter Stocks”, a knowledge base, market news coverage, access to The Motley Fool Community, and more.

This service’s biggest winners include: Netflix, Amazon, Booking Holdings, Disney, and Activision Blizzard.

Motley Fool Stock Advisor is for long-term investors looking to get a few premium stock picks per month:

Again, you’re only paying for stock picks and some supporting analysis, not the data/information needed to make buy/sell/hold decisions independently.

Motley Fool Stock Advisor is typically $199/year, but if you sign up with the link below your first year will cost just $79 *:

Also, if you sign up for the annual membership with the link above, there is a 30-day membership-fee-back guarantee.

*Motley Fool Stock Advisor returns are 561% as compared to the S&P 500 returns of 142% as of 1/24/24. Past performance is not a guarantee of future results. Individual investment results may vary. All investing involves risk of loss.

*$79 promotional price for new members only. 60% discount based on current list price of $199/year. Membership will renew annually at the then-current list price .

4. Morningstar – The Best Portfolio Research Website

Morningstar is one of the world’s most widely respected equity research firms, used by both retail and professional investors alike. It’s one of the best stock research websites because of its focus on hard data for the long-term value investor.

If you’ve been on more than a couple different stock sites, you’ve likely seen “Morningstar ratings”, which should give you an idea of the amount of respect Morningstar has earned from its peers.

Beyond financial data, the site is full of content and daily updates via news feeds and multiple newsletters:

While Morningstar allows you to research fundamentals for securities like stocks and bonds, its primary focus is mutual funds. 

Morningstar analyst reports provide in-depth analyses from over 150+ independent analysts, enabling you to make decisions with confidence knowing that data and solid due diligence has gone into each rating.

If you like what you’ve seen from the basic version of Morningstar, you have to check out Morningstar Premium .

Beyond an enhanced version of its core offering, Morningstar Premium has tools for tax planning, asset allocation, personal finance, retirement, and education investing.

Morningstar is a fantastic tool regardless of the type of investor you are. For long-term investors and those who love to keep their finger on the market pulse, this is a fantastic option:

However, the site can be a bit overwhelming because of how much (not always helpful) information you must weed through, and it doesn’t offer as many free features as WallStreetZen .

Like its peers, Morningstar comes in two forms: Basic and Premium :

I know countless financial advisors who use Morningstar Premium as their primary tool and news source. It’s legit.

(Read my Morningstar Premium review .)

Zacks Investment Research is one of the largest providers of independent stock, ETF, and mutual fund research in the U.S.:

The site is best-known for its simple rating system, ranging from Rank #1 (Strong Buy) to Rank #5 (Strong Sell).

Zacks members receive research published in daily newsletters including market news and commentary, Zacks Rank #1 (Strong Buy) stocks, Bull and Bear of the Day, stock and portfolio tracking, quote lookups, investment ideas from Zacks’ analysts, Top Stories, and more.

According to the site, Zacks Rank #1 (Strong Buy) stocks have more than doubled the S&P 500 with an average gain of +25.1% per year from January 1, 1988 through April 4, 2022 – quite consistent, and is the single biggest selling point for its service and what merits its spot on our best stock research sites list:

Self-directed short-term traders, long-term investors, and those interested in mutual funds and ETFs, can leverage its independent research and the Zacks Rank through a comprehensive suite of investment newsletters, including value, growth, income, options and more.

It also has educational, video, and podcast content to learn about investing and to gain insights into current market conditions.

If you’re simply looking for premium stock picks to follow and don’t want to use Motley Fool Stock Advisor , Zacks is an obvious choice:

If you’re not interested in copying other analysts’ trades and having access to their research, look elsewhere.

Zacks is built as a members-only platform, with quite a few different services. Its service with the best value is Zacks Premium, which you can try for free for 30 days with the link below:

After the trial period, Premium will cost $249/year.

Read my full Zacks Premium review .

6. FINVIZ – The Best Standalone Stock Screener Website

When it comes to researching and filtering on vast amounts of statistical information, FINVIZ stands alone, which is why it’s the only true screener on this list of best stock research tools.

There aren’t a lot of bells and whistles, just screens and screens of extensive financial data, charts, and statistics:

The FINVIZ screener offers 3 different types of filers: Descriptive, Fundamental, and Technical:

But, unlike WallStreetZen , the interface is not minimal, clean, or overly user-friendly.

The Descriptive filters are the basic set of filters offered on exchanges, such as market cap, dividend yield, earnings date, average volume, industry, price, country, etc. These filters are the first ones used to narrow down your search.

The second set of filters are called Fundamentals, and they go into even greater detail about the stocks. The user can filter tickers based on the basic P/E ratio, margins, sales growth quarter to quarter, EPS growth, insider ownership, and many more. P/E ratio data is important because it shows how a company is expected to perform in the future. 

(Get my full Finviz Elite Review here.)

The third filter option is the Technical filters such as moving averages, gap, RSI, volatility, performance, percentage change, after-hours change, and so on. This page also includes candlestick and patterns. 

As you can tell, FINVIZ is very complex and can be intimidating for many users who are new to stock trading or prefer a more qualitative approach. 

Although it offers news reports, blog reports, maps, groups, Portfolios and Insider Tabs, the heart and soul of FINVIZ is its screener, making it a somewhat limited option beyond a niche group of investors.

FINVIZ is a powerful tool but its use cases are limited, making it one of the best stock researching websites available for investors looking for a quantitative stock screener:

The site is severely lacking when it comes to fundamental analysis and qualitative investment research.

Like WallStreetZen , there are two plans to choose from: a free Basic plan and a paid, ad-free plan called Elite :

The free version offers most of the data and charts that a casual or beginner trader would need to be successful. However, many professional day traders find the Realtime data and backtesting features that come with Elite to be invaluable. 

You can choose to either pay monthly ($39.50) or annually ($299.50) for the Elite version .

7. Yahoo! Finance

Yahoo! Finance is still the most popular finance website in the U.S., earning its spot on our best stock market websites list.

Personally, my favorite feature is its news feed. Yahoo! Finance is the largest repository of third-party research reports sourced from analysts all over the world:

The quantity of information on its site is challenged by only 1 or 2 others on this list of best stock sites, and a lot of websites (including The Motley Fool, Seeking Alpha, and Zacks) derive a large amount of their traffic through Yahoo! Finance .

Beyond being a news repository, the site has a number of high-quality tools and features which include market data on everything from mutual funds to crypto, watchlists, company profiles, and premium features like advanced charting and portfolio analytics.

(For related websites, read my article on the best stock news apps for stock market news .)

Yahoo! Finance’s “no fuss, plain Jane” approach attracts experienced investors who know exactly what they’re looking for.

Unlike WallStreetZen , its statistics are fixed, numerical data points that lack any interpretation or comparisons. Compare the two sites’ displays of ROE data:

(Learn what is a good ROE and why Warren Buffett loves this figure.)

This may work for investors who know exactly what they’re looking for and what represents value for an individual company in a specific industry, but non-professional investors may find themselves looking for additional context.

That said, it’s a solid option for the news-centered, experienced investor:

While it technically does check all of the boxes, some of the features are not entirely helpful while others are hidden behind paywalls or just links to third-party sources, lowering its rank on our list of best stock analysis websites.

Yahoo! Finance offers 3 plan levels, Free, Lite , and Essential :

Before switching to WallStreetZen , I used the free version of Yahoo! Finance for 5+ years.

After a free 14-day trial, the Lite version costs $20.83/month and Essential costs $29.17/month, both of which are billed annually.

For Google’s (albeit much simpler) version, check out Google Finance – it deserves an honorable mention for best stock websites.

8. Wall Street Journal – The Best Stock News/Quote Information Website

This one may be a surprise on this list of best stock analysis tools, but the Wall Street Journal has been one of the top-ranked business journals in the world since its first issue in 1889.

Obviously, its focus is on news and current market events, but it also has a powerful section for looking up and doing some analysis on individual tickers, earning it a spot on our list of best stock research tools:

The Journal provides news on global stock exchanges and covers up-to-the-minute news from around the world. It also publishes 6 days per week, providing in-depth, well-vetted commentary you can trust.

In many ways, I prefer it to Yahoo! Finance , especially when it comes to its interface (though it lacks the repository of commentaries).

Stock market coverage is just one aspect of the WSJ site – if you’re looking for a quality news source and a place to do some light fundamental research, the WSJ is an excellent choice:

The Wall Street Journal is listed at $38.99/month, but they almost always have a special going where you can lock in a price at a lower rate. For example, I’ve been paying $4/month to use The Journal for the last 7 years.

9. Benzinga Pro – The Best Stock Research Website for Fast, Actionable Market News

It’s never fun to check your portfolio after the market closes and see one of your stocks was down 15% on the day because of an analyst downgrade.

You read the analyst’s report and realize your reason for buying is no longer relevant. You want to sell too, but at this point the stock is basically undervalued. Wouldn’t it have been nice to get this news when everybody else did?

Benzinga Pro was created for investors and traders who want to be the first ones to read news catalysts before they drive changes in stock prices. The service provides real-time, exclusive breaking news reports on thousands of publicly-traded companies.

If you’re tired of being in the dark and want access to exclusive content that drives stock prices, check out Benzinga Pro today:

After your free trial , I recommend the Basic plan which costs $27/month.

10. Motley Fool Rule Breakers

Above, I recommended The Motley Fool’s flagship product, Stock Advisor, but that’s not its only service.

Rule Breakers focuses exclusively on disruptive technology stocks, companies with the potential to completely rearrange an entire industry and create massive returns for early shareholders.

Investing in this type of stocks brings increased volatility, but if you can stomach the large price swings and hold for several years, a Rule Breakers subscription can work wonders for your investment returns.

If you want high-quality stock picks and can stomach the volatility of rapidly-growing technology companies, Rule Breakers should be your top pick:

Motley Fool Rule Breakers is typically $299/year, but if you sign up with the link below your first year will cost just $99:

11. TradingView – The Best Stock Research Website for Day Trading

If you’re a trader who relies on technical analysis, you need a stock research tool created to handle your workflow.

In our opinion, TradingView stands alone in this category.

This stock research site has all of the trading bells and whistles: real-time data, indicators, complex charting capabilities, watchlists, screeners, and tools to help you research stocks, mutual funds, ETFs, cryptocurrencies, and more.

But what sets TradingView apart is its user interface. It’s incredibly intuitive, fast, and reliable. If you’re willing to try it, there’s an excellent chance it improves your workflow.

If you’re a day trader, TradingView deserves to be your #1 choice:

You can use TradingView for free, but I recommend getting started with the Pro+ membership which costs $24.95/month when billed annually.

Use the link below to snag a 30-day free trial:

Summary: The Best Stock Research Websites & Tools in document.write( new Date().getFullYear() );

Did you find the right stock investing tool for you?

If you’re looking for stock picks, Motley Fool Stock Advisor is the best option.

If you’re looking for a heavy screener, FINVIZ should be your tool.

For investment research, Morningstar Premium , Seeking Alpha Premium , and Yahoo! Finance are all viable options.

But, if you’re looking for the single, best overall stock research website, WallStreetZen is the place for you.

It has it all: Recommendations from top analysts, a customizable screener, top-tier fundamental analysis and investment data, and news feeds to keep you abreast of any new developments.

If you’re interested in doing your own stock research, read about the best stock analysis software .

Where to Invest $1,000 Right Now?

Did you know that stocks rated as "Buy" by the Top Analysts in WallStreetZen's database beat the S&P500 by 98.4% last year?

Our May report reveals the 3 "Strong Buy" stocks that market-beating analysts predict will outperform over the next year.

About the author

Head of Content

Lincoln is an investor and content marketer. He has worked for financial advisors, institutional investors, and a publicly-traded fintech company. Lincoln holds degrees in Finance, Economics, and Accounting.

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What to look out for when researching stocks, before you start buying individual stocks, here's what to keep in mind..

Many money moves we make require doing our homework beforehand.

When saving up for a big purchase, research tells us it's important to know the difference between a traditional savings account versus a high-yield savings account . (Hint: the latter grows your money faster.)

Or, when signing up for a new travel credit card , we're naturally inclined to first shop around for the cards offering the best welcome bonus .

And when it comes to investing our money in the market, doing our research is just as crucial. You don't have to be an expert to start buying stocks, but the more you know going in, the better off your investing journey will be.

Here's what to keep in mind when researching stocks.

Start with yourself: What's your risk tolerance?

People ultimately buy stocks with one end-goal in mind: to build wealth. But it's important to note here that wealth is not guaranteed. Investing in individual stocks carries much more risk than, say, buying bonds or putting your money in index funds .

As you begin to research stocks, first know how much risk you can take on, or your risk tolerance . Are you able to comfortably stomach large financial losses? Financial experts typically recommend that you only invest money in individual stocks that you can afford to lose and, since investment returns are typically maximized over the long haul, only invest money that you won't need in the short term.

So the money you want to use for a down payment on a house in the next year or so, or for your kid's college education in the next 15, is best put in different types of accounts — think a high-yield savings and 529 account , respectively.

Look to put your money in low-cost index funds that offer automatic diversification, thus less risk. Two popular examples are the Vanguard S&P 500 ETF (VOO) and the Schwab U.S. Broad Market ETF (SCHB) .

You could also enlist a robo-advisor to do the work for you. Using your risk tolerance and time horizon, a robo-advisor platform like Betterment , Ellevest or SoFi Invest® will create a customized investment portfolio on your behalf.

Next, onto stocks: What does the company do?

Warren Buffett once said, "Never invest in a business you cannot understand."

This may seem obvious, but it's worth reminding yourself that you should understand what the company does, or the products it makes, before buying into it. After all, as an investor, owning its stock means owning a portion of that company.

Before betting your money on a software company specializing in data security and analytics, for example, make sure you understand how the cybersecurity world works.

How does the company make money?

Understanding the company's product is one thing, but understanding its finances paints a bigger picture that an investor needs to see. A company can be innovative, but does it make money that will, in turn, make you money? Take tech companies as an example. You may understand and like the product (and even use it yourself), but how do they monetize their huge platform of users?

To dive into a company's financials, look up its annual reports. Publicly-traded companies offer annual reports for free to the public so that current and future stockholders can view the company's performance and see what it has been up to.

You can usually find a company's annual report on its website, under an "investor relations" tab. Googling the company's name and "investor relations" is also a shortcut that will bring you to the right spot. On this webpage, you can also find information on the company's quarterly earnings calls, which anyone can tune into, as well as access analyst coverage of the company.

Has the company historically performed well?

A company's historical performance isn't a sole reason to buy (or not buy) its stock, but it can help lend some insight into what you can expect.

Websites Google Finance and Yahoo! Finance allow investors to research historical data, such as price charts that go back several decades. Users can also compare stocks' historical data with one another.

Note that past performance does not guarantee future success — just because a company has performed well in the past does not mean that it will continue to do so in the future.

Select reviewed over 12 online brokers that offer zero-commission trading and narrowed down the top six platforms for all sorts of investors: TD Ameritrade ; Ally Invest ; E*TRADE ; Vanguard ; Charles Schwab and Fidelity .

These six offer the widest range of investment options, user-friendly technology, quality customer support and educational resources. You can read more about our methodology on selecting the best $0 commission trading platforms below.

Bottom line

Before you jump into the complicated and risky world of stock investing, take the time to just get your feet wet by doing research beforehand.

Start by understanding your risk tolerance, and then move onto understanding what the publicly traded companies do, what products they offer, how they make money and how they've performed in the past. Experts generally suggest that individual stock picks make up only about 5% to 10% of your overall investment portfolio, with the remaining put in less risky investments.

Our methodology

To determine which $0 commission trading platform offers the best services for consumers, Select narrowed down offerings to a list of 10 initial platforms. We then analyzed and compared each one based on the following factors:

• Account minimums
• Account types
• Account and advisory fees
• Customer support
• Expense ratios of available investments
• Selection of investments
• Trading fees
• Available technology, including mobile platforms
• Educational tools and resources

After reviewing the above features, we based our recommendations on platforms offering the widest range of investment options, robust educational tools and resources, user-friendly technology, as well as the lowest fees and expense ratios. We also looked into each company's customer support structure, available avenues of communication and app reviews.

Note that with all trading platforms, there are no guarantees you'll earn a certain rate of return or current investment options will always be available. To determine the best approach for your specific investment goals, speaking with a reputable fiduciary investment advisor is recommended.

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10 best stock research websites & tools – rating the best stock market websites in 2024.

What are the best stock research websites and stock market analysis tools for investors in 2022? Read on to find out!

Financial writer

The internet is full of websites and stock research tools that analyze equity markets and help investors choose the best stocks out there.

Investors need to understand the product that is most suited to their investing style, risk tolerance and budget. Some investors are pure numbers-players, others connect dots around the world to come to a decision, while many are on the lookout for the next big idea.

Individual stock picking requires considerable analysis. Early investors who are starting out their journey are better off considering passive investments and low-cost index funds, rather than researching and buying stocks on their own.

We have put together a list of some of the best stock research sites where you can get news and data on companies, the economy and the market.

1. WallStreetZen (Best Stock Research Website In 2024)

WallStreetZen was created when its founders were frustrated with existing stock research websites, so they set out on a mission of creating a better stock analysis experience for investors who are serious about deeply understanding the stocks they invest in, but aren’t financial professionals themselves.

The idea behind this stock research website is simple – most stock research sites are created by finance professionals, for finance professionals. As a result, they tend to be cluttered with dense tables filled with financial ratios and numbers, but they don’t give you the context you need to easily understand the data.

WallStreetZen takes a different approach – they don’t just show you financial data, they also help you interpret the data and understand the context.

How, you might ask? Their Zen Score and automated due diligence checks run key financial checks that experienced investors would run (usually using spreadsheets), and they present the results in easy to understand, one line explanations.

See the Zen Score in action for yourself by looking up a stock here

And instead of packing every page to the point of data overload, they’ve carefully selected important metrics that every investor should pay attention to and they help you visualize the historical and industry context behind the numbers.

For example, here is how Yahoo Finance shows you the P/E ratio for AMZN:

Source: Yahoo Finance

Here is how WallStreetZen shows you the P/E ratio for AMZN :

Source: WallStreetZen

Here is how Yahoo Finance shows you Return on Equity for AMZN:

Here is how WallStreetZen shows you Return on Equity for AMZN :

Lastly, it’s obvious that WallStreetZen cares deeply about creating a great user experience.

Much like the Robinhood app provided a cleaner, sleeker user experience for investors who weren’t satisfied with the clunky interfaces of traditional brokerages, WallStreetZen does the same for stock research and analysis websites.

Unlike most stock research websites that are cluttered and packed with too much data in every pixel, WallStreetZen’s design is minimalist and clean while still focusing your attention on the information you need to make good investing decisions.

WallStreetZen is currently in beta mode, but its unique features and focus on user experience already make it one of the most indispensable stock research sites for investors who want the best stock analysis software with more insights, and less noise.

You’ll definitely want to experience it for yourself, just click here to give it a try (it’s free).

Just a little disclaimer: WallStreetZen was started by one of the founders of InvestmentZen, so while we can’t claim to be unbiased, you can check out the product and decide for yourself . 

2. Motley Fool Stock Advisor

The Motley Fool is one of the most well known and best stock research sites in the world.

It is one of the most popular stock advisor platforms out there when it comes to investment news and advice. Founded in 1993 by brothers David and Tom Gardner, The Motley Fool offers a combination of free news and paid financial advice and research. 

Motley Fool launched its Stock Advisor product in 2002. The product is priced at $99 for an annual subscription or $19 for a monthly subscription.

What this product does is simple: Both brothers recommend stocks (after extensive research) that aim to beat the market. Since inception, Stock Advisor picks have delivered 333% returns compared to 77% by the S&P 500.

The dynamic duo at the Motley Fool give out two monthly recommendations of stocks that they believe will beat the broader markets in the long-term.

Similar to most investors, David and Tom are not concerned about short-term volatility and expect the company’s strong fundamentals to outperform the S&P 500 over a period of time.

While it is not possible to buy every single recommendation, you need to buy a good number of recommended stocks to be successful and outpace overall market returns.

Apart from the Stock Advisor ( read our full Stock Advisor review here ) report, investors also get:

• Starter Stocks : This a curated list of 10 of the best stocks every month by Motley Fool experts for the investor who is just starting out in the market. These are rock-solid stocks that can build the foundations of a great portfolio (What’s a portfolio? Learn more and see an example of a stock portfolio .).
• Best Buys Now : David and Tom Gardner regularly give you a list of the best opportunities in the market at that moment.
• S.A. Knowledge Base : Provides 24/7 access to the full Stock Advisor library of proprietary reports and research compiled over eighteen years – ideal for all levels of investors with a desire to learn.
• Market News Coverage : This is a pitstop where you can any investment worthy news from across the world.
• The Motley Fool Community : Here every month investors can connect with fellow members and the actual analysts behind the Stock Advisor team. It promotes the exchange of investment ideas and a robust platform where investors can learn from each other. 

Stock Advisor’s biggest successes since launch include Booking.com that is up 5,561%, Marvel (later acquired by Disney ) which is up 5,464%, Amazon.com that is up 15,107% and Netflix stock that is up 18,497%.

Stock Advisor members who invested $1,000 in each of those stocks on the day Stock Advisor came out with their recommendations are sitting on over $450,285 today . You can try Motley Fool Advisor with a 30 day membership fee refund guarantee by signing up here .

You can also check out this Motley Fool Stock Advisor review if you want to learn more.

3. Tokenist’s Newsletter: Five Minute Finance

The Tokenist is a financial media publication which produces world-class educational content on all aspects of investing and personal finance.

Led by Timothy Fries, partner at Protective Technologies Capital, The Tokenist received a 100/100 rating from NewsGuard , an independent agency which evaluates media publications for journalistic integrity.

The Tokenist has a few different content offerings—and all of them are quite impressive.

First, the publication has a news desk, which specifically focuses on the integration of finance and technology, maintaining a macro-economic outlook. Coverage can include in-depth analysis on anything from digital assets, to meme stocks and Robinhood’s payment for order flow (PFOF), to the ways in which U.S. monetary policy is anticipated to impact certain asset classes.

The Tokenist’s editorial vision largely focuses on the ways in which emerging technology is becoming increasingly integrated into capital markets—which makes it quite unique.

The publication also routinely publishes extensive guides written by financial experts which aim to help readers optimize the wealth creation process. The Tokenist’s well-rounded, insightful library of guides will help individuals learn about all aspects from investing, to include choosing the right broker, trading stocks, options, forex, and more—for beginners and veteran traders alike. If this piques your interest, check out the best options trading platform .

The Tokenist also offers a free newsletter, called Five Minute Finance (5MF). Published each Friday, the newsletter captures five of the week’s biggest events in the realm of finance and technology—and provides additional context to illustrate ongoing trends.

And honestly, it’s clear to see that Five Minute Finance produces signal, among an overly crowded sea of noise. Five Minute Finance is largely why The Tokenist takes the number three spot in our list of the best stock research websites.

Here’s an inside view of a previous edition of 5MF:

5MF boasts over 111k subscribers – so while it does not provide actionable investing advice, it helps investors maintain a pulse on the market environment—explaining where things are now, and where they’re going.

There’s a lot of noise out there – but 5MF aims to deliver valuable insights by illustrating trends, keeping investors in the know about the most important events to impact financial markets.

In summary:

• Published once per week, each Friday
• Maintains a big picture view of financial markets, identifying larger trends to keep investors in the know
• Focuses on the integration of finance and technology, covering FinTech and digital assets

If you don’t want to miss out on the next big thing to hit the world of finance, be sure to sign up for Five Minute Finance —it’s free.

4. Morningstar

Morningstar is one of the world’s most widely respected equity research firms.

This is not a website for investors who trade using charts, this is for the value or fundamental investor.

There is no charting and technical analysis on this site and there is no talk of buy and sell indicators here, making it one of the best stock websites for long-term investors. 

You come to Morningstar to understand and start allocating your budget into assets and investments that suit your investing style. The Morningstar premium membership costs $199 annually and is well worth it.

It changes the way you look at investments because you start relying on hard data and sound analysis. You will find yourself making better decisions as you continue to use this tool. Numbers start to make sense and you feel like you are in constant touch with a financial advisor from the comfort of your home (and sans the expensive fees).

While Morningstar (see our Morningstar Premium review ) rates and analyses securities like stocks and bonds, its primary focus is mutual funds. This membership is perfect for investors who want to buy and hold for a long time.

Investors of every kind can tailor Morningstar research and tools according to their specifications. Premium members can:

• Find new investment ideas using the most popular screeners for research.
• Evaluate investment ideas by unveiling buying opportunities across sectors thanks to the unlocked data and ratings.
• Monitor their investments using Portfolio X-Ray that shows how your asset allocation is holding up, enabling premium members to rebalance their portfolios.

Morningstar has pre-sorted their current top mutual fund, stock, and ETF picks using proprietary data points and featured them by type and investing goal making it easy for premium members to pick the best.

Morningstar premium has planning tools for tax planning, personal finance, and retirement and education investing.

The Instant X-Ray tool, in particular, is one of the best out there, and it ensures that you are not over-invested in a particular country, sector or stock. The tool takes a mutual fund’s quarterly SEC reporting of its individual stock allocation and helps determine your investment spread.

Basically, this tool does take a look at your asset allocation and then helps you determine if you are overinvested in a particular company. The report divides your portfolio into Cyclical, Sensitive and Defensive. For example, housing is a cyclical sector while electricity is defensive. Tech stocks and oil stocks could be sensitive.

If you are not sure about going in for the premium membership, there is an option of a 14-day trial period, making it one of the most flexible and best stock analysis websites for investors.

Morningstar analyst reports provide in-depth, continuous analyses from over 150+ independent analysts. This enables investors make decisions with confidence knowing the data and research that has gone into every single one of the ratings.

A lot of free investing apps use Morningstar ratings to make it easier for investors to choose the right investment. That should give you an idea of how highly Morningstar is rated. Of course, you only get access to the detailed analysis and reports on the premium membership.   

Here’s a helpful comparison of Morningstar vs Motley Fool (our 2nd pick), if you want to learn more.

5. Seeking Alpha

Seeking Alpha is a website for advanced investors .  This is a rather different kind of website in the sense that it is crowdsourced, giving it exceptional coverage of smaller cap stocks that receive little or no attention from Wall Street analysts.

The site offers a lot of articles and blogs for stocks and financial markets. The writers include amateur as well as professional investors, a lot of whom have backgrounds in buy and sell-side research. 

If you are someone who understands advanced jargon and day-to-day terminology used in Wall Street, you’ll love following other finance professionals on Seeking Alpha. It is one of the best stock websites for people who want to access top-quality research for public equities. 

As you get used to the style at Seeking Alpha, it could very easily turn into a one-stop-shop for you for all things related to investing in stocks, market analysis and insights.

Most articles on Seeking Alpha are free for a limited period of time for registered users. Sometimes articles as young as 10 days go behind a paywall. Seeking Alpha Premium is the basic premium product from the company that charges subscribers $29.99 monthly or $19.99 (if paid annually).

Apart from basic news and articles, Premium offers unlimited access to Seeking Alpha archives. That’s over 1 million articles. You get to view author performance and ratings, along with quant ratings, dividend forecasts and scores. Check out this review of Seeking Alpha Premium for more details.

(What’s due diligence? Read: What Does DD Mean in Stocks? )

The Pro service provides charts, research, analysis, newsletters, emails and personalized service to all content on Seeking Alpha. For example: Members can create specific tickers tailored to the securities they want to analyze and invest in.

Seeking Alpha has priced at its Pro subscription at $299.99 a month or $2,399 (which is about $199.99 a month) for the entire year. Pro subscribers get the following benefits:

•         Unlimited Analysis : Access to all the research and analysis on the website.
•         Top Ideas : Pro members get exclusive access to timely and well thought out expert long and short ideas. These actionable strategies help investors analyze new opportunities early on.
•         Weekly Digest : The best stock calls, ideas, exclusive interviews and newsletters are emailed to members.
•         VIP Customer Service : Personalized priority support through Seeking Alpha’s phone and email service.
•         Powerful Screeners : Smart screening and filtering tools that enable members to surf Pro author content and search for investment ideas on different parameters. You can save time with more focused research and create investment opportunities for yourself according to your investing style and financial goals.

 6. AAII (American Association of Individual Investors)

You can add AAII to the list of best stock research websites. This is the only non-profit website that is on this list. Launched in 1978 by Dr. James B Cloonan the American Association of Individual Investors (AAII) has a simple mission. It wants to make individuals responsible for their own investment journeys by educating them, informing them and providing research to them, particularly in the mutual fund space.  

And it wants them to beat the average S&P 500 returns while taking on lower-than-average levels on risk. The premise is simple. An unbiased platform can provide the best investment advice.

Sounds far-fetched? Well, it isn’t. AAII runs on a freemium model like most sites.

While some information is available to everyone, only paying members get access to a monthly journal, mutual fund analysis, stock screeners and model portfolios. The Better Business Bureau gives AAII a rating of A+.

The membership fees at the AAII are a paltry $29 per year. You can also opt for a 30-day trial at just $1.

The most popular paid resources that the AAII provides are:

•         The AAII Journal : This journal is published, ad-free, every month.
•         Asset Allocation Models : Here members can view the performance of popular investment benchmarks.
•         Stock Ideas : Members get to explore a wide range of strategies and investment ideas best suited to their investing style.
•       AAII Model Shadow Stock Portfolios : This is our favorite product from the AAII stable. It provides investors guidance for investing in the micro-cap sector. The focus of this model portfolio is on reducing risk and portfolio formation.

It shows when you take multiple risky stocks into your portfolio but if your portfolio is well-diversified, the risk of individual stocks is reduced by 70%.

The model encourages you to invest in at least 10 stocks to maintain a diversified portfolio. AAII manages this portfolio by simply reviewing earnings on a quarterly basis.

You can utilize the resources on AAII’s Stock Ideas to get a list of potential Shadow Stocks. This list is updated daily. The Ideas list shows all companies that meet the criteria for the Shadow Stock screen. However, this doesn’t mean that stocks that appear on the list will be added to the model portfolio.

The Model Stock Portfolio is a great tool that shows the investor how to develop a value-oriented approach towards investing. Considering that you will be investing in companies with great volatility, you will need to be extra careful here.

7. Zacks Investment Research

Zacks Investment Research is a well-known research website and stock picking service that often comes out with contrarian views. The website has a large archive of free content – the same as most websites — to hook readers and potential investors on to their research and information. Zacks goes beyond the usual articles with video commentary and podcasts in multiple topics, making it a comprehensive stock research website. 

Over 500,000 ‘Zacks Profit from the Pros’ members receive a free newsletter every morning ( ranked among WallStreetZen’s 3 best investment newsletters ) where they are briefed on key market developments. Along with this, they also get the Bull Stock of the Day from the Zacks Rank system. Zacks claims that this delivers more than doubles the market with an average gain of +24.13% per year.

One of the best things about Zacks is that they have their own mutual fund ranking system that helps its members evaluate the funds that will give them the most profit. That is all that Zacks focuses on- the bottom-line. In April 2020, approximately 19,000 mutual funds have been tracked and evaluated by Zacks.

Zacks’ rating system for mutual funds is simple. A 1 implies a great mutual fund while a ranking of 5 indicates a horrible one. Zacks’ research relies on quantitative data more than fundamental analysis which is not necessarily a bad thing depending on your investing style.

Investors who want more than the free stuff can opt for Zacks Premium which gives them the following:

•   Zacks #1 Rank List : This is a collection of the top stocks that have more than doubled returns compared to the S&P 500 since 1998.
• Industry Rank List : This is an extension of the #1 Rank List. Here, Zacks ranks industries by evaluating them on the Zacks Rank. The Zacks Industry Rank is calculated by considering the average Zacks Rank for all relevant stocks in a particular industry. The algorithm then assigns an ordinal rank to it.

Here, an industry with a lower average Zacks rank is better than an industry with a higher average Zacks Rank.

• Premium Screens : Zacks Premium Screens lets you evaluate and choose from over 45 predefined screens according to your investing style. You can choose to browse through Zacks’ bear market strategies. Considering the next couple of quarters don’t look great, this is a solid feature to exploit.
• Focus List : This is a collection of 50 top long-term performing stocks based on earnings momentum.
• ESP List : The Earnings Expected Surprise Prediction or ESP is a great way to make some quick profits as you can use this filter to predict what stocks will have a great earnings season and pick them up before announcements.
• Equity Research Reports : This is simple enough. Members get access to equity research reports for more than 1,000 stocks.

There’s a lot of data on Zacks. It can get overwhelming at times, especially when it comes to options contracts. If you’re interested in using Zacks Options Trader, head over to what is vega in options to start learning. 

Zacks Premium costs members $299 per year but you can also avail of a 30-day free trial period.

8. Yahoo! Finance

Yahoo! Finance is the most popular finance website in the US with 70 unique million users visiting it every month.

It is considered to be among the best stock market websites out there.

The amount of information available on this site is simply unmatched . A lot of websites on this list including Motley Fool, Seeking Alpha and Zacks ( read our review of Motley Fool vs Seeking Alpha vs Morningstar vs Zacks here ) derive a large amount of their traffic through Yahoo Finance. Its portfolio of stock research tools make it an ideal pick for the experienced investor. 

Yahoo! Finance is popular as a starting point beginners who are interested in investing.

The site has a basic set of tools that it provides investors to get started on their journey.

• Stock Screeners : Yahoo Finance has predefined, ready-to-use stock screeners that you can use to search stocks by industry, index membership and more.

Yahoo Finance has one of the best free stock screeners on the market.

Examples of screeners include Fair Value Screener (Undervalued stocks with a strong & consistent history of earnings and revenue growth), Undervalued Growth Stocks (Stocks with earnings growth rates better than 25% and relatively low PE and PEG ratios), Growth Technology Stocks (Technology stocks with revenue and earnings growth in excess of 25%), Undervalued Large Caps, Aggressive Small Caps and a lot more.

You will need a Yahoo account to get started on Stock Screeners.

• My Portfolio : This is our favorite Yahoo Finance tool. In case you haven’t spotted a trend, we like portfolio tools. They are a one-stop-shop to track our investments, and they show us all the data we need.

This Yahoo Finance tool lets you track portfolios (stocks, mutual funds, ETFs), you can customize the screen view, decide the parameters you want to input like valuation metrics and price movements.

You can manage your holdings efficiently and create custom views using over 60 data points. You can also key in the purchase prices of the shares you have invested in and calculate profits or losses. All the data is available in real-time. A Yahoo account is required to start building your portfolio.

•   Markets : The market data section on Yahoo Finance is another great place to start for the young investor. You just have to click on the Markets link on the home page and you can choose the category you want to take a look at. Everything from mutual funds, to cryptocurrencies to futures to US bonds and Treasuries is available in this section.

Yahoo launched its premium service in August 2019. Subscription costs $34.99 per month or $349.99 annually. The service is integrated into Yahoo Finance’s existing desktop and app products. Key features of the product include:

• Premium Data and Charting : This is great for ‘charters’ and day traders who can identify, evaluate and trade on new opportunities based on automated pattern recognition for technical analysis . If day trading is your thing, here’s the best trading platform for day trading .
•   Advanced Portfolio Analytics : The tool measure portfolio performance and you can analyze and manage risk and volatility.
• Research Reports and Investment Ideas : One of the largest repositories of third-party research reports created by analysts across the world. You can also get reports through an algorithm best suited to you. Stay updated on companies that you follow regularly and action ideas according to the current environment.
•   Company Profiles : Go beyond fundamentals as you get better insights into the hiring, innovation and patent updates for various companies.

9. Google Finance

Google is trying to compete with other financial websites in the best way it knows. By going completely free.

Google Finance is a tool that budding investors should use as they try to get their feet wet in the financial markets today. 

It’s a solid site to go and analyze a large amount of financial data , including stock quotes and financial news before you decide where you want to invest your money. It’s very similar to Yahoo! Finance in the sense that it is a repository of real-time data and offers a lot of similar services.

You have a world markets section where you can see how stock indices around the world are performing.  The currency section does the same when it comes to world currencies. You can also view bond yields.

The website used to have a stock portfolio tool and a stock screener that was pretty good but it has since been discontinued. However, there is a Watchlist section on the page where you can add securities that you want to track and it does a pretty good job of it. If you’re looking to dive into more complex data, take a look at the features in our Benzinga Pro review . 

This is a simpler website to use than the others. One thing that works in its favor is that we use so much of Google in our daily lives that navigating on this site is very intuitive. That said, think of Google Finance as your foundation building site before you move on to the big boys.

10. Barron’s

When it comes to compiling a list of best stock research websites, it is difficult to drop Barron’s from the list.

Barron’s is well known for its magazines that help people out with their investments. Investors are expected to already have an idea about financial basics and terminology. Barron’s comes out with a cover story every week that analyzes an industry or a business in great detail. 

The magazine itself is full of investment ideas where the authors go very deep into researching the articles and businesses they write on. The five picks they give out every week are based on business or fundamental analyses and not technicals. These are stocks you want to hold on for a long period.

Barron’s is one of the top online media platforms in the United States. Magazine readers get well researched weekly articles that equip them with investing ideas, recent market trends and trading concepts.

The Data section of Barron’s is split up into Stocks, Bonds, Currencies, Funds and ETFs, and Commodities. Barron’s target audience is made up of experienced financial professionals, money managers, hardcore individual investors and senior management.

It has a Market Week section that focuses on trading strategies ranging from options trades to ETF trades. If you’re looking into complex derivatives like options, do some research on the safest options strategies first. 

The pricing is expensive at $179 for the whole year or $99 for 30 weeks.

But Barron’s is running an offer right now where you can get 12 weeks for $12. It’s not a bad investment to check it out for a quarter and decide if this one is for you.

Honourable Mention

Here’s an honourable mention to StocksTelegraph.com which didn’t make the list but is another helpful stock research website.

For even more ideas, take a look at the top Bloomberg Terminal alternatives .

The Best Stock Research Websites – What’s The Bottom Line?

The above list is just a selection of the best stock market websites and the most popular investing resources out there for the avid investor. However if you have a specific style of investing, you may want to look at different sites (here is a list of fundamental analysis tools )

The best stock sites look to engage self-directed investors who aim to create and manage their own portfolio. The internet is full of websites and stock research tools that analyze equity markets and help investors choose the best stocks to buy now .

These platforms are vast oceans of knowledge and we know that knowledge is power. However, if you don’t have the time or expertise to pick individual stocks, you can opt to leverage passive investing instead.

Headline image used under creative commons attribution license  InvestmentZen Images

Aditya Ragunath

Aditya Raghunath is a financial writer who writes about business, public equities and personal finance. His work has been published on several digital platforms in the U.S. and Canada, including The Motley Fool and Market Realist. With a post-graduate degree in finance, Aditya has close to 8 years of work experience in financial services. If you are considering investing in the stock market, he recommends reading The Intelligent Investor by Benjamin Graham before taking the plunge.

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12 Best Stock Research Tools for 2024

• By Ajay Sharma
• on January 16, 2024

Several new stock research platforms have launched in the last few years. Although most platforms differ in terms of data coverage, geographical coverage, and available tools, the age-old problem remains — interpreting the data provided by the companies and deciding which one is the best suitable for investors. The following stock research tools are at the forefront of solving this problem, in our opinion, by offering a diverse set of features that are user intuitive and aid in generating actionable insights, rather than just spewing raw data.

12 Best Stock Research Tools for 2024:

Business quant.

• Morningstar Premium

S&P Capital IQ

Stockopedia.

• Thomson Reuters Eikon

Benzinga Pro

Looking at stock research tools.

Ycharts was founded back in 2009,  and since then, it’s well known for providing an extensive range of data points. They claim to have over 4000 clients who collectively oversee more than $750 billion in assets.

Ycharts provides 7-day free trial for their services,

• Their Standard basic package is priced at $3,600/year and the Professional  is priced at $6,000/year

The standard package includes access to the following :

• Fundamental & Technical Charting
• Stock & Fund Screeners
• Live News and Customizable Alerts
• Analyst Estimates & Recommendations
• Dashboard for Monitoring Markets & Securities

Professional and Enterprise packages allow for the user to have access to features such as Charts, Excel Add-In, Integration Support, Model Portfolios, Comp Tables & Timeseries Analysis, Scoring Models, Dedicated Account Manager, Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, and Consolidated Billing & Account Admin.

That’s us! Business Quant provides financial data, segment financials, KPI data, and powerful analytical tools to help investors research stocks and understand industry trends. We like to think that Business Quant is one of the best stock research tools for making informed investment decisions.

• Key Performance Indicator Data (e.g. AT&T’s subscriber adds, McDonald’s’ restaurant openings, Tesla’s vehicle deliveries by model, etc.),
• Financials by Region, Segment and Other Classifications,
• Industry Data (e.g. market share, shipments by vendor, etc.),
• Non-GAAP metrics from company presentations and filings,
• Stock Screener,
• Sector financials,
• Stock comparisons,
• Stock warnings,
• Stock ratings
• SEC filings
• Insider ownership data
• Institutional ownership data
• 200+ financial items and ratios for thousands for US stocks,
• Financial statements dating back 10+ years,
• Charting and visualization tools,
• Download data in CSV and XLSX formats

Our team of analysts goes through company filings, press releases, investor presentations, and other company documents to compile segment financials, non-GAAP metrics and key performance indicators. This way, you never have to dig through boring company documents and maintain a database of your own. Countless hours saved!

• The basic plan is free of cost, but provides access to limited data.
• The Pro plan is priced at just $19/month, when billed annually.

GuruFocus is another comprehensive stock research platform dedicated to value investing. It was founded in 2004, and it follows the principles of Warren Buffett. They believe the most effective way to create wealth is by investing long term and in quality instruments. GuruFocus provides a range of tools to excel at investment. For starters, it tracks 175+ investment gurus – mostly wealth managers and successful individual investors and CEOs and CFOs of various companies — to provide an upper hand on the market and information.

The platform also hosts vital features such as a comprehensive stock screener, discussion forums for investors, financial news, insider trading information, and a range of financial statements, business and valuation ratios. Plus, GuruFocus sports interactive charts, warning signs and data APIs to help investors to make informed investment decisions.

Clients are entitled to 7-day free trials of GuruFocus Premium and PremiumPlus memberships.

For individual investors:

• The price of the Premium membership depends on the geographical market. US market data costs $449/year , while European and Asian market data costs $399/year.

For professional investors:

Morningstar Premium  

Morningstar offers retail and individual investors access to news, financial data, and research on stocks, bonds, ETFs and mutual fund via its Morningstar Premium subscription product. Unlike other platforms, Morningstar premium does not rely on charts and technical analysis but focuses on fundamental analysis. Morningstar Premium is well suited to investors who prefer investing based on company fundamentals.

Morningstar Premium starts with a 14-day free trial , after which the service costs $29.95 per month or $ 199 per year.

Here are some features of a Morningstar Premium subscription

• Portfolio X-ray
• Fund screeners
• Portfolio manager
• Investment planning
• Personal Capital advisor
• Rating list

S&P Capital IQ is the research division of Standard & Poor. Ever since Capital IQ was acquired by Standard & Poor in 2004, the company has expanded operations in more than 20 countries, and its research terminals now cover almost all major markets. Capital IQ provides financial news, market insights, financial and pricing data, research reports on ETFs, funds, bonds on more than 65,000 public and 15 million private companies across the globe.

Capital IQ’s feature set includes the following:

• Deep company and industry research,
• Industry data,
• Supply chain database,
• Build and maintain models and presentation
• Commodities and futures, macroeconomic, pricing and exchange data

Capital IQ’s feature set is best suited for institutional or professional investors, and its pricing starts at $13,000 per user per year with a minimum of 3 users. This pricing drops to as low as $7,500 per user per year for large teams. But that’s just the starting pricing. There are data and feature add-ons that can quickly inflate the overall cost. It’s one of the most comprehensive and perhaps one of the best stock research tools in the list, provided one has a budget for it.

Finbox.comwas founded in 2014. It provides fundamental and financial data for 6 major global markets, including the U.S. The platform serves as a stock market portfolio research and management instrument to help traders improve their investing skills.

What makes Finbox different is it’s financial modelling functionality. Users create their own custom financial model templates, download the recent SEC filings and monitor their returns in a model portfolio.

Finbox’s feature set includes:

• Stock screener
• Ideas (find other portfolios through the search bar)
• Custom model templates
• Financial data for US and 5 other markets
• Educational classroom

Finbox provides a 10-day free trial for $1.

Its pricing starts at $20/month, billed annually for U.S. market data only ; and $66/month when billed annually for global markets .

If you don’t want to commit to an annual plan, Finbox.com also provides monthly plans for $39 and a quarterly plan for $90.

Koyfin was started in 2016 by two former Wall Street veterans. Its plans start from $15/month and go all the way up to $70/month.

The platform provides customizable dashboards and focuses on US markets. It’s similar to a research terminal, except it’s on the web.

Koyfin’s feature set includes:

• Macro Dashboards (macroeconomic, FX and commodity data)
• Financial statements and valuations
• Charting and graphing
• User-customizable dashboards
• Stock pricing data

Stockopedia was launched in 2010. It’s now attracted more than 10,000 subscribers to its platform. The platform provides automated stock ratings and portfolio analysis.

Stockopedia provides services such as

• StockRanks (automated stock ranking)
• Stock screening
• Portfolio tracking and watchlists
• Stock reports
• eBooks, Forums, Stockopedia customization and layout

Stockopedia’s has region-specific pricing:

• United Kingdom – $15/month and $75/year
• Europe (29+ countries including UK) and Developed Asia (5 Asia-Pacific nations) – $55/month and $400/year
• Australasia, United States and Canada – $25/month and $150/year
• India – $30/month and $300/year

MarketXLS  was founded in 2015. It’s an Excel-focused investment research platform. It provides financial, fundamental, and pricing data on stocks, ETFs, options & mutual funds within Microsoft Excel. Users can also screen stocks based on cash flow ratios, balance sheet items, income statement items, along with valuation and business ratios. There are also pattern recognition scans ideal for technical analysts and the option to back-test strategies. MarketXLS is best suited for Excel-oriented investors.

The platform provides coverage on 6 major markets: US, Canada, Australia, Germany and UK.

• Portfolio monitoring,
• Charts and visualization,
• Technical indicator scans,
• Back-testing strategies,
• Social media and market news,
• Options data,
• Watchlists,

MarketXLS provides a 7-days free trail and comes with four different versions of subscription,

• Pro , priced at $420/year ,
• Pro Plus priced at $680/year, 
• Pro Plus RT priced at $940/year and
• Premium  priced at $1680/year.

Refinitive EIKON

Refinitiv Eikon, launched in 2010, is a full-blown trading and research terminal like Bloomberg and S&P Capital IQ. The platform provides real-time market data, news, fundamental data, research reports, trading, and messaging tools.

It’s an open platform so clients can build and plug into a wide array of APIs and apps to get the information they need, when and how they need it.

Benzinga Pro is a news-based research platform that was founded in 2010. The platform sets itself apart by providing real-time news for fast pace traders. It also sports other features

Benzinga Pro’s feature set includes:

• Real-time news feed
• Corporate earnings and events calendar
• Charts and visualization tools
• Financial statements and business ratios
• News Desk gives you personal access to a team of analysts
• Benzinga can get exclusive stories to their established brand in financial news
• Option alerts and penny stocks

The platform has two subscription plans available:

• Benzinga Pro Basic costs $99/month paid monthly or $79/month billed annually.
• Benzinga Pro Essential costs $177/month billed monthly and $117/month billed annually.

• Bloomberg Terminal

Bloomberg Terminal was founded 1981, and it’s grown to become one of the most extensive and expensive research terminals across the world. It’s a multi-functional stock research terminal where you can access real-time news, events, analytical tools, view company filings, manage portfolios, conduct research, place trades customize information, access research reports, and chat with other Bloomberg terminal users.

Bloomberg has data on more than 5 million bonds, equities, commodities, currencies, and funds across most major markets. Bloomberg Terminal’s features include:

• Data Visualization
• Research and Financial Analysis
• Charting and Visualization
• Risk Analysis
• Real-time news
• Place orders
• View and annotate documents
• Collaborate with other users
• Set alerts and monitor market news and events
• Events calendar

Bloomberg costs $24,000 per user per year and is apt for institutional investors.

Which Stock Research Tool is for you?

Most of the stock research tools listed on this page have a diverse set of features and datasets that may not overlap with the others in a given price-band. So, a good way to pick the best stock research tool for you would be to start with a budget and create a list of features you want for your research workflow. At this point, taking trials would give you a good indication of which stock research tool fits your criteria the best. This is a better assessment approach than outrightly declaring a winner or a loser from the list.

What do you think is the Best Stock Research Tool for you?

If you think we’ve missed out on a stock research tool, do let us know.

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Ajay Sharma

• On October 23, 2020
• Tags: Bloomberg , Capital IQ , Eikon , Finbox , Gurufocus , Investment Research Platforms , Koyfin , MarketXLS , Morningstar Premium , Stock Research Tool , Stockopedia , Ycharts

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10 Best Stock Research Websites for Any Investor

Investing in the stock market can be challenging without the right tools and resources. Making informed decisions requires access to reliable stock research websites, regardless of whether you are a novice or an experienced investor. In this article, we’ll explore the 10 best stock research websites, highlighting their unique features and benefits. Discover which sites can best support your investment journey and help you achieve your financial goals.

1. Stock Target Advisor: 

Stock Target Advisor stands out for its affordability and comprehensive features. For just $7 per month, users get access to analyst ratings, stock screeners, news, blogs, portfolio tracking, and alerts. This makes it an excellent choice for both novice and experienced investors looking for quality insights at a budget-friendly price.

Free basic access, $7 per month for Premium

Key Features: 

Below are the key features of Stock Target Advisor.  

• Next Gen Stock Screener: Helps investors find stocks that match specific criteria, making it easier to identify potential investments.
• Unbiased Top Stock Picks: Offers a list of top-rated stocks based on objective analysis, ensuring investors get recommendations free from bias.
• Precision Analyst Ratings Tracker: Keeps track of analyst ratings, helping investors understand market sentiment towards particular stocks.
• Automated Equity Research Reports: Generates detailed reports on stocks automatically, saving time for investors. Sign up!
• Smart Watchlists: Allows investors to create and manage watchlists, keeping track of stocks they are interested in.

2. Seeking Alpha: 

Seeking Alpha is a go-to platform for investors who value detailed analysis and insights. The Premium membership at $19.99 per month provides a treasure trove of financial data and expert analysis, while the Pro membership at $239 per year offers even more comprehensive insights, making it ideal for serious investors and financial analysts.

$19.99 per month for Premium, $239 per year for Pro.

Key Features:

Below are the key features of Seeking Alpha.   

• Extensive Financial Data: Access to earnings reports, SEC filings, and analyst estimates.
• Stock Screeners: Filters stocks based on specific criteria, helping users identify investment opportunities.
• Quality Analysis: Offers in-depth analysis and research reports from financial experts.
• Real-time Alerts: Provides real-time alerts for specific stocks or financial events.
• Integrated Portfolio Management: Manages portfolios seamlessly, tracking investments, dividends, and performance metrics.

Read More: Seeking Alpha Review 2024

3. Yahoo Finance: 

Yahoo Finance is a well-known platform offering a wealth of market data and tools. While the basic version is free, the Premium plan at $39.99 per month provides advanced charting tools, exclusive research reports, and enhanced portfolio management features, making it a valuable resource for active investors.

Free basic access, $39.99 per month for Gold plan. 

Below are the key features of Yahoo Finance.

• Comprehensive Market Data: Real-time stock quotes, financial news, and historical data.
• Advanced Charting Tools: Allows users to visualize stock performance over time with customizable charts.
• Portfolio Management: Users can create and manage their investment portfolios.
• Company Profiles and Financials: Detailed information on companies, including financial statements and performance metrics.
• Exclusive Research Reports: Premium users get access to exclusive research and analysis.

4. The Motley Fool: 

The Motley Fool is renowned for its stock-picking services and educational resources. With annual plans ranging from $99 to $299, it caters to investors looking for expert recommendations and a community to discuss investment strategies.

$99 to $499 per year

Below are the key features of The Motley Fool: 

• Stock Picks: Offers regularly updated stock recommendations.
• Investment Education: Provides educational content and tutorials for investors.
• Community Access: Users can engage with a community of investors to share insights and ideas.
• In-depth Analysis: Detailed analysis and research on recommended stocks.
• Track Record of Success: Known for a strong track record of successful stock picks.

5. TipRanks:  

TipRanks is a robust platform offering a wealth of data and tools to help investors make informed decisions. The Premium plan at $29.95 per month provides access to analyst ratings and recommendations, while the Ultimate plan at $49.95 per month offers even more advanced tools and insights.

$30 per month for Premium, $50 per month for Ultimate plan. 

Below are the key features of  TipRanks.

• Analyst Ratings: Comprehensive ratings from various sources.
• Stock Recommendations: Insights from top-performing analysts.
• Financial News: Real-time updates and news tailored to user preferences.
• Advanced Stock Screener: Filters stocks based on key performance indicators.
• Stock Comparison Tool: Compares different stocks based on critical metrics.

Read More: TipRanks Review 2024

6. MarketWatch: 

MarketWatch is a popular source for financial news and data. While basic access is free, the Premium plan at $19.95 per month offers enhanced tools and personalized content, making it suitable for investors seeking comprehensive market coverage.

Free basic access, $19.95 per month for MarketWatch Premium

Below are the key features of MarketWatch.

• Real-time Market Data: Provides up-to-date stock quotes and financial news.
• Personalized Watchlists: Users can track their favorite stocks.
• In-depth Articles: Features articles from financial experts and analysts.
• Stock Screener: Helps users filter stocks based on various criteria.
• Financial Tools: Offers calculators and tools for personal finance management.

7. MarketBeat: 

MarketBeat provides a wide range of tools and resources to help investors stay informed and make smart decisions. The Premium plan at $39.97 per month offers advanced research tools and extensive data, catering to experienced investors. 

Free basic access, $39.97 per month for Premium

Below are the key features of  MarketBeat.

• Real-time Financial Information: Stock quotes, charts, and news updates.
• Extensive Research Tools: Stock screeners, analyst ratings, and insider trading reports.
• Stock Comparison Tool: Compares multiple stocks to identify the best investment options.
• Email Alerts: Users can set up alerts for specific stocks or events.
• Educational Resources: Tutorials and resources to enhance investment knowledge.

Read More: MarketBeat Review 2024

8. WallStreet Zen: 

WallStreet Zen is a unique platform with its Zen Score system that simplifies stock evaluation. At $150 per year, it provides valuable tools and insights for investors looking for a straightforward approach to stock research.

Free basic access, $19.50 per month for Premium

Below are the key features of WallStreet Zen.

• Zen Score: A proprietary scoring system to evaluate stocks.
• Analyst Recommendations: Aggregates ratings from top analysts.
• Advanced Stock Screener: Filters stocks based on detailed criteria.
• Company Insights: In-depth analysis and insights on individual companies.
• Educational Content: Tutorials and guides to help investors learn about the market.

9. Zacks Investment Research: 

Zacks is known for its proprietary ranking system and comprehensive research reports. The Premium membership at $249 per year offers access to detailed research and analysis, while the Ultimate plan at $495 per year provides even more in-depth tools and insights.

$249 per year for Premium, $495 per year for Ultimate.

Below are the key features of Zack Investment Research. 

• Proprietary Ranking System: Zacks Rank helps identify top-performing stocks.
• Research Reports: In-depth reports on individual stocks and market trends.
• Screeners and Tools: Advanced stock screeners and portfolio management tools.
• Earnings Estimates: Provides consensus estimates and surprise predictions.
• Investment Ideas: Offers actionable investment ideas and strategies.

10. Stock Analysis: 

Stock Analysis offers a range of tools and data to help investors conduct thorough research. The Premium plan at $9.90 per month provides advanced features and real-time updates, making it a useful resource for active investors.

Free basic access, $9.90 per month for Premium

Below are the key features of Stock Analysis. 

•   Financial Data: Detailed financial statements and performance metrics.
• Stock Screener: Helps filter stocks based on key indicators.
• Analyst Ratings: Aggregates ratings from various analysts.
• Real-time News: Keeps users updated with the latest market developments.
• Portfolio Tracking: Users can manage and track their investment portfolios.

Which Platform is Best for You?

Choosing the right stock research platform depends on your investment needs and budget. If you’re seeking a comprehensive, user-friendly, and affordable option, Stock Target Advisor is an excellent choice. For just $7 per month, it offers detailed analyst ratings, price targets, real-time news, and effective portfolio management tools. This makes it ideal for both novice and seasoned investors looking for value and quality.

 If you prefer more extensive research and community insights, platforms like Seeking Alpha and The Motley Fool might be suitable, albeit at higher costs.

Conclusion:

Choosing the right stock research website depends on your investment style, goals, and budget. Whether you are a beginner or an experienced investor, these ten platforms offer a variety of tools and resources to help you make informed decisions. Evaluate the above-mentioned websites features and pricing to find the one that best suits your needs and enhances your investment strategy.

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How to Research a Stock in Stock Rover – 3 Part Blog Series

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How To Analyse Stocks – 10 Ways To Pick Fundamentally Strong Companies

Last Updated on Dec 23, 2022 by

Investing in stocks can be rewarding when you research the issuing companies thoroughly. Gone are the days when information was inaccessible. With the advent of the internet, you have all the information you need about a company, like its revenue stream, products, financials, and other data, at your fingertips. Using this, you can analyse the desired stock in detail to assess whether it is a viable investment or not.

In this article, we will read about the types of stock analysis and understand how to analyse stocks using crucial pointers.

Table of Contents

Types of stock analysis

There are two types of stock analysis, as discussed below:

1. Fundamental analysis

This type of stock analysis evaluates the underlying company’s fundamentals – business segments, financials, management, past performance, peers, and so on. The fundamental analysis places importance on the stock’s intrinsic value and sectoral and broader economic conditions.

Under the financials, a fundamental analyst looks at financial ratios and financial statements such as the profit and loss statement , the balance sheet, and the cash flow statement that suggest how the company has performed so far and hints at how it can fare in the future.

Key takeaways:

• Revenue, earnings, and future growth are important data points you can look at
• Net profit margin , return on equity , and P/E ratio are among the key financial ratios

You can find all such details on Tickertape’s Stock Pages, which host comprehensive details about a company’s financials, peers, key metrics, and more. Let’s take the example of Reliance Industries Limited (RIL) .

Head on to the ‘Overview’ tab of Tickertape’s Stock Page to take a look at the key metrics of your favourite stock.

Fundamental analysis of stocks is based on the belief that the stock price reflects the growth of the company. In other words, as the company grows, the value of the share does too. As a result, if you invest in fundamentally strong companies and hold them for long, you would earn manifold returns depending on the stock performance.

2. Technical analysis

Conversely, technical analysis of stocks focuses on the trend in the stock price and doesn’t really study the company’s fundamentals. This type of analysis assumes that the stock price heavily depends on the supply and demand for the share and, thus, reflects the value of the stock. The technical analysis of stocks also believes that historical price movements indicate the stock’s future performance. Technical analysts typically look to profit from the short-term movement in stock prices.

• Technical analysis is used by traders and short-term investors
• Technical analysts use charts of stock prices to make trading decisions
• Bollinger Bands , Ichimoku Cloud, and Relative Strength Indices (RSI) are a few key technical indicators

In addition to fundamentals, Tickertape’s Stock Pages also have specific technical indicators such as RSI and volatility . The following image compares a few technical indicators of Reliance with its peers.

 How to analyse a stock before investing?  

Nothing rewarding comes easy; the same goes for stocks. But we have tried our best to answer how to analyse a stock in a simple manner.

Research the industry in which the company operates

A group of companies involved in similar businesses make up an industry, such as manufacturing, services, chemicals, and so on. Analysing the industry to which a company belongs is paramount because it helps:

• Evaluate the company’s performance compared to the industry as a whole
• Identify macroeconomic factors that can impact your desired stock
• Evaluate the prospects of the industry and your desired stock

Some good questions to find answers to are as follows:

• What are the strengths of the industry?
• What are the weaknesses of the industry? 
• How competitive is the industry?
• How easy is it for a new company to enter the industry?
• Are businesses in the industry cyclical in nature?

Once you get answers to these questions, you can decide whether you are open to investing in the industry. If yes, you can go on to analyse your desired stock.

Understand the underlying company and what it does

This is qualitative information. The best way to start is from the company’s website and annual reports. Study the company profile. Look at the company’s business model. What are its strengths and weaknesses? How many products and services does it offer, or how many revenue streams does it have?

Study the financial statements of the company

Next, analyse the company’s financials – balance sheet, profit and loss account, and cash flow statements of at least the last 5 yrs.

In the profit and loss statement, which details its profitability, look at the trends of the operating cost, revenue, net profit, operating expenses, working capital and other data points. Following is the income statement or the profit and loss statement of RIL.

In the above statement, you can see that RIL’s total revenue has been on an increasing trend except for FY 2022 when it saw a dip. But the following year, RIL recovered the dip and registered a revenue greater than FY 2020.

The balance sheet gives a picture of the company’s overall financial position. Here, analyse the company’s current and long-term assets, current and long-term liabilities, cash in hand, retained earnings, capital expenditures, contingencies, provisions, etc.

Finally, you can study the company’s cash position through the cash flow statement. Find out if it generates more cash than spending or vice versa. If the cash flowing in is more than what is flowing out, it is a good sign. The opposite may not be.

But remember that all these factors should be examined simultaneously and not in isolation. Only then can you draw meaningful conclusions.

For instance, if, in a particular year, the company has had negative cash flow, you need not conclude that it is a bad thing. Instead, try finding out the reasons. One possibility is that the company had made a capital expenditure that year. If this expense aids the company’s growth and adds to its revenue, it is good.

While at it, also evaluate the company’s debt or borrowings. Debt is not entirely a bad thing. For one, it gives access to financial resources that the company can use to fund growth and expansion. Second, it is less expensive compared to equity. However, if debt exceeds a limit, it can weigh down on the company’s performance. The reason is simple, debt carries interest, which eats into profits.

Study the management

A company is run by a group of people—the management. They are responsible for the future of the company and have the power to make decisions and formulate policies that impact the business. Under good management, a company can do wonders. But under bad management, even a strong company can fall apart. So it makes sense to study the management; find out  – how experienced they are, how their decisions have contributed to the company’s growth, and so on.

Evaluate the prospects of the company

If you want to invest in a stock for the long-term, the company’s product and services must remain relevant for at least 15-20 yrs ahead. Otherwise, would you even profit from a company that shuts shop in the years to come?

Compare the stocks with their peers

Analyse how the stock you want to invest in has performed compared to its peers. While at it, make sure you compare apples to apples and not apples to oranges. Meaning a small-cap stock should be compared to a company under the same market cap category. Find answers to the following questions:

• How much returns has the stock generated in a specific timeline, say 1 yr, 5 yr, 10 yr and so on?
• Does the company have a competitive edge over its peers?
• What are its upcoming projects, and how will that make the company better than its peers?
• What is the PE ratio of the company compared to its peers?
• What has been the company’s dividend per share, dividend yield and dividend growth rate of the company compared to its peers? (If the dividend is paramount to you)

The ‘ Peers ’ section on Tickertape’s Stock Pages allows you to compare a stock with its competitors based on ‘Stock Forecast’ as well.

Additionally, you can do a price comparison by choosing your desired stocks and adjusting the timelines, as you can see below.

Stock valuation

At this point, gear up to analyse the stock’s intrinsic value. In plain words, intrinsic value means a ‘fair price’. In stock parlance, it indicates whether the share is undervalued or overvalued. Truth be told, a stock has no ‘correct intrinsic value’. It is subjective and depends on the analyst.

Buying a stock at its intrinsic value or lower can give you a relatively higher profit; lower the purchase price, higher the profit and vice versa, provided the selling price remains constant.

While value investors look to buy an undervalued stock, growth investors look at the earning potential of the company. The latter don’t mind buying an overpriced stock, provided it has the potential to grow at a higher rate to justify the high valuations. So it is important first to decide what type of an investor you are and then decide whether to invest or not based on the intrinsic value of a stock .

Here are some financial ratios you can use to determine a stock’s valuation:

• P/E ratio: measures the profit per rupee that you can derive by investing in the stock. For a value investor, a lower P/E ratio is more favourable. Note the ideal P/E ratio differs for every sector. So, it would help to compare the stock’s P/E ratio with peers’ or the industry average to get a fair idea about the stock’s valuation.
• Return on equity ratio (ROE): measures how efficiently a company generates profit per unit of equity. The higher the ROE, the better it is. However, a company can have a good ROE due to high debt and low equity. So pair this analysis with the company’s debt-to-equity structure.
• Debt-to-equity ratio: shows the proportions of equity and debt used by a company to fund its assets. It also suggests whether the company has ample shareholder’s equity to fulfil debt obligations in case the company goes bankrupt. The lower the ratio, the better it is. However, there is no ideal debt-to-equity ratio as it differs across sectors.

Read more on important financial ratios and valuation ratios .

Head on to the ‘Peers’ tab of Tickertape’s Stock Pages to compare select valuation ratios of your desired stock with its peers’.

Analyse the risk

You may have heard a hundred times before that the stock market is risky. And true to its nature, no stock comes with zero risk. It is up to you – how much risk you can take on. So analyse the risks of investing in stock before jumping in. You could ask the following questions:

• Is the stock of a small-cap company? If yes, it is probably highly risky for various reasons. Small-cap stocks are new businesses compared to mid and large-caps, which are mature. The latter will have more experience navigating through challenges and market downturns as they would have been in the game for a long. They also tend to be better placed financially compared to small caps.
• How prone is the company to change in government policies? If the answer is highly prone, you may want to track how the stock behaves every time the government changes a relevant policy. For instance, housing loan companies are susceptible to RBI’s repo and reverse rate changes. The stock price rises or falls based on how the market reacts to the hike.
• Finally, let’s address the elephant in the room – change in the very fundamentals of the company. Such developments can change the narrative altogether and thus impact the business’ growth for years to come. For instance, what if the company appoints a new CEO who wants to change an important aspect of the business model? What if a new, better competitor enters the industry? How well would the company accommodate such changes? Moreover, are you tolerant of such new developments and risks?

Analyse the shareholdings of a stock

Shares of a company are held by not only retail investors but also promoters, domestic and foreign institutional investors, mutual funds , employees and so on. A change in the holdings of such stakeholders reveals their outlook on the company. For instance:

• Promoters: as key personnel, promoters of a company have great control over its affairs, directly or indirectly. They have high stakes in the company. Therefore, a decreasing promoter holding trend may be a red flag as it can indicate that promoters themselves are not positive about the prospects of the company.
• Institutional and mutual fund holdings: these stakeholders transact stock in bulk. Therefore, a change in their holdings also indicates their outlook for the stock. If you see high buying activity in stock, the big investors are probably positive about the company’s growth. The opposite is also true.

You can visit the ‘ Holdings ’ tab of Tickertape’s Stock Page to view the trend of various types of holdings in a company.  

Track the latest news about the company

Finally, keep an eye on the latest developments about the company that is reported in the media. The ‘News’ tab on Tickertape’s Stock Pages collates the latest news about a company.

You would notice that a company having exposure in, say, Russia would have tumbled in response to the war situation. In contrast, defence stocks would gain when the Union Budget announces an increased allocation for the defence sector in India. Likewise, news and developments can impact a stock depending on whether it is positive or negative for the company.

Track your investment to take timely decisions

Investing is not a one-time thing but an ongoing process. Prudent investors don’t invest in a stock and forget about it; they monitor its performance. From time to time, check on how the stock is performing and how the company’s financial performance is evolving. Have the fundamentals changed? Do its future prospects remain intact, or have they gotten better or worsened? Accordingly, you can stay put or consider exiting. This way, you would not only minimise your losses from remaining invested but also free your funds to bet on better avenues.

Now that you have analysed the company on various fronts, it is time to connect the dots and make a meaningful, well-rounded investment decision. So go ahead. But don’t forget that stock analysis is a vast subject, not restricted to the aforementioned pointers. You can add more steps to your analysis if and when required. The goal is to pick fundamentally strong companies that add value to your investment portfolio.

How many types of stock analysis are there?

There are two methods of analysing a stock: 1. Fundamental analysis 2. Technical analysis

What is fundamental analysis?

This type of analysis analyses the company’s fundamentals, such as business segments, management, financials, peers, historical performance, and so on. It also takes into consideration the intrinsic value of stock and the broader economic conditions.

What is technical analysis?

Technical analysis uses the trend in stock price to make conclusions. It believes that historical price movements indicate the future performance of stocks.

How to analyse a stock before investing?

Follow these steps: -Research the industry in which the company is operating -Understand the underlying company, what it does, and how it does it -Study the financial statements of the company -Study the management -Evaluate the prospects of the company -Compare the stocks with their peers -Stock valuation -Analyse the risk -Track the company’s performance

Where can I find information on stocks?

You can find information on stock on the company’s website and in annual reports. Alternatively, you can find company financials for the last 5 yrs on Tickertape’s Stock Pages. Tickertape is a comprehensive investment analysis that offers various tools and features such as Stock Screener , Mutual Fund Screener , Stock Pages, Mutual Fund Pages , Stock Forecast, Stock Deals , and others.

In addition to the financials, Tickertape’s Stock Pages also host a handy investment checklist, key metrics, financial ratios, peer information, corporate actions , and more.

What is the difference between technical analysis and fundamental analysis?

Fundamental analysis takes the fundamental aspects of the company into account, like financial statements, management, industry, economic factors, etc. On the other hand, technical analysis looks at the stock movement and predicts future price movements. 

How to find if a stock is undervalued or overvalued? 

You can use financial ratios like the Price to Earnings (P/E) ratio, Debt to Equity ratio, Price to Book (P/B) ratio or Return on Equity (ROE) to find out if the stock is undervalued or overvalued.

What is considered a good EPS?

A good EPS depends on the company and the market condition. The higher the EPS, the better its profitability. However, EPS should not be considered a sole parameter while investing in any stock.

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How to Find the Best Top-Ranked Stocks to Buy in June

Nvidia surged again on Tuesday, as investors buy the AI chip powerhouse based on massive growth and mounting FOMO. The strong showing helped the Nasdaq touch fresh highs to start the week since the market was closed for Memorial Day.

The bulls appear to be in firm control and many anticipate that the S&P 500 and the Nasdaq will keep marching slowly higher throughout the historically low-volume summer months. The current market backdrop likely means investors want to keep buying stocks this summer.

Today we explore how investors can use a Zacks screen to help find some of the best Zacks Rank #1 (Strong Buy) stocks to buy in June and beyond.

Zacks Rank #1 (Strong Buy)  stocks outperform the market in both good and bad times. However, there are over 200 stocks that earn a Zacks Rank #1 at any given time. Therefore, it’s helpful to understand how to apply filters to the Zacks Rank in order to narrow the list down to a more manageable and tradable set of stocks.

Clearly, there are only three items on this screen. But together, these three filters can result in some impressive returns.

• Zacks Rank equal to 1

Starting with a Zacks Rank #1 is often a strong jumping off point because it boasts an average annual return of roughly 24.4% per year since 1988.

• % Change (Q1) Est. over 4 Weeks greater than 0

Positive current quarter estimate revisions over the last four weeks.

• % Broker Rating Change over 4 Week equal to Top # 5

Top 5 stocks with the best average broker rating changes over the last four weeks.

This strategy comes loaded with the Research Wizard and is called bt_sow_filtered zacks rank5. It can be found in the SoW (Screen of the Week) folder.

Here is one of the five stocks that qualified for the Filtered Zacks Rank 5 strategy today…

SkyWest, Inc. ( ( SKYW Quick Quote SKYW - Free Report ) )

SkyWest, Inc. is the holding company for SkyWest Airlines and SkyWest Leasing. SkyWest Airlines operates through partnerships with United Airlines, Delta Air Lines, American Airlines, and Alaska Airlines. The company helped carry 38.6 million passengers in 2023 via its fleet of nearly 500 aircraft, connecting passengers to 255 destinations throughout North America.

SkyWest posted blowout bottom-line results in the trailing four quarters, including a strong beat-and-raise Q1 FY24 in late April. SkyWest is projected to grow its sales by 15% in 2024 and 10% in 2025 to reach $3.70 billion.

SkyWest is expected to boost its adjusted earnings by 785% this year from $0.77 to $6.81 per share and then add another 17% to the bottom-line next year. SkyWest’s FY24 and FY25 earnings outlook has soared over the past year to help it land a Zacks Rank #1 (Strong Buy).  

SkyWest shares have soared 140% during the last year and 40% YTD to crush the S&P 500 and the Zacks Transportation sector. SKYW’s recent run is part of a 540% surge during the past decade vs. its sector’s 10% and the benchmark’s 185%.

SKYW has slipped from its recent records and it is attempting to find support at its 50-day moving average.  SkyWest  stock trades at a 35% discount to its sector at 10.3X forward 12-month earnings.

Get the rest of the stocks on this list and start looking for the newest companies that fit these criteria. It's easy to do. And it could help you find your next big winner. Start screening for these companies today with a free trial to the Research Wizard. You can do it.

Click here to sign up for a free trial to the Research Wizard today .

Want more articles from this author? Scroll up to the top of this article and click the FOLLOW AUTHOR button to get an email each time a new article is published.

Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.

Disclosure: Performance information for Zacks’ portfolios and strategies are available at:  www.zacks.com/performance_disclosure

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What's the best state for you », iran's near-bomb-grade uranium stock grows, talks stall, iaea reports say.

Iran's Near-Bomb-Grade Uranium Stock Grows, Talks Stall, IAEA Reports Say

The Iranian flag flutters in front of the International Atomic Energy Agency (IAEA) organisation's headquarters in Vienna, Austria, June 5, 2023. REUTERS/Leonhard Foeger

By Francois Murphy

VIENNA (Reuters) - Iran is enriching uranium to close to weapons-grade at a steady pace while discussions aimed at improving its cooperation with the U.N. nuclear watchdog are stalled, two confidential reports by the watchdog showed on Monday.

The International Atomic Energy Agency faces a range of difficulties in Iran, including the fact it only implemented a small fraction of the steps IAEA chief Rafael Grossi thought it committed to in a "Joint Statement" on cooperation last year.

"There has been no progress in the past year towards implementing the Joint Statement of 4 March 2023," one of the two reports to member states, both of which were seen by Reuters, said.

Grossi travelled to Iran this month for talks with Iranian officials aimed at improving cooperation and IAEA monitoring in Iran. Follow-up talks have stalled, however, after the death of Iranian President Ebrahim Raisi in a helicopter crash last week.

"The Director General reiterates to the new government of Iran his call for, and disposition to continue with, the high-level dialogue and ensuing technical exchanges commenced ... on 6-7 May 2024," the report added.

It is 18 months since the IAEA's 35-nation Board of Governors last passed a resolution against Iran, ordering it to cooperate urgently with a years-long IAEA investigation into uranium particles found at three undeclared sites.

While the number of sites has since been reduced to two, Iran has still not explained how the traces got there.

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"The Director General regrets that the outstanding safeguards issues have not been resolved," the report said, referring to those traces.

France and Britain are pushing for a new resolution at next week's Board meeting, which the United States has so far not supported, diplomats say. Iran usually bristles at such resolutions, taking nuclear-related steps in response.

The other report said Iran's stock of uranium enriched to up to 60% purity, close to the roughly 90% of weapons-grade, grew by 20.6 kg over the quarter to 142.1 kg as of May 11, and Iran later diluted 5.9 kg to a lower enrichment level.

That means Iran now has roughly enough material enriched to up to 60% purity, if enriched further, for three nuclear weapons in theory, according to an IAEA yardstick. It has enough for more at lower enrichment levels.

Western powers say there is no credible civil reason for Iran to enrich to that level. Iran says its aims are peaceful.

(Reporting by Francois Murphy, Editing by William Maclean and Nick Macfie)

Copyright 2024 Thomson Reuters .

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