[An investor] will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.

- Benjamin Graham, The Intelligent Investor

Why Use StockFR?

Based on our core Fundamental Reporting model integrating operating performance and share buybacks' net impact, StockFR provides a quick but comprehensive summary of fundamental performance for individual companies. StockFR then relates the fundamental performance back to share price returns via a fundamental/valuation attribution. Please click here for a sample report describing each of the five sections in a StockFR report:

  1. Classic Fundamental Reporting chart: A simple but comprehensive visual summary of overall net asset value (NAV) growth, changes in ownership interest (OI), and cumulative dividends.
  2. Fundamental Reporting Snapshot Table: Shows the net asset value (NAV) at the start of the period and then the NAV, changes in ownership interest (OI), and cumulative dividends throughout the period. The aggregate growth in shareholder value (change in NAV + OI + divs) is then computed as an annualized return on the starting NAV.
  3. Trailing 12M Fundamental Reporting: This table is essentially reflect a generalized version of dividend yield. In addition to the dividends paid, this table shows the increase/decrease in NAV and OI. It calculates each quantity in dollars and as a yield ($ value divided by the share price at the end of the period).
  4. Entire Period Returns: Calculates the fundamental return as the aggregate growth in shareholder value relative to the starting NAV. Also calculates the price and total returns. Returns are calculated for the overall period but also presented as annualized figures.
  5. Stock Return Attribution: We decompose the stock total return over the period into its fundamental (NAV or book value), valuation (P/B), and dividend components. We also include dividend growth over the period. All figures are all annualized.

Whether you are interested in a quick snapshot of performance or a detailed breakdown of the fundamentals and stock price returns, StockFR is the most efficient and comprehensive tool available.

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Who Uses StockFR?

StockFR is the perfect tool for anyone investing in or researching individual companies. Whether you are a broker or an advisor, buy-side portfolio manager or sell-side analyst, or an individual investor trying to enhance your research, StockFR provides the best lens for you to monitor fundamental performance.

Wealth Managers
Portfolio Managers
Research analysts
Individual investors

How to Use StockFR

Once you are logged into your account and in the StockFR tool, just plug in a ticker or company name. It is that easy. StockFR defaults to a five-year period but you may choose a customized time period (up to 10 years) if you prefer.




  • Our tools and data rely on data from third parties. While we try to ensure that the data is accurate, we cannot guarantee its accuracy. We encourage our users to report suspicious data to us so we can verify or fix the data.
  • Much of the data we use is derived from financial statements. It is thus vulnerable to varying reporting conventions and potential manipulation. As a result, our figures and tools may materially misrepresent the true financial health or performance of some companies or portfolios.
  • Fundamental Reporting expressly denies any and all responsibility for actions taken as a result of the information provided.
  • Fundamental Reporting is provided as a supplement to other reporting and research tools. Investors, advisors, and other users of the Fundamental Reporting tools should conduct a broader and more thorough analysis of each investment in the course of their own due diligence prior to making any investment decisions or rendering advice.
  • While Fundamental Reporting provides information regarding equity portfolios, it does not recommend any particular investments.
  • Individual investors should consult a financial professional before making investment related decisions.