The StockZuse Research and Analysis System
A structured research workflow for identifying and evaluating potential stock investment candidates.
See the research. See the methodology. Make your own decision.
One System.
Two Fundamental Questions.
Where should I look for investment candidates?
The StockZuse Research Strategy provides a structured, repeatable process for progressively narrowing the investment universe to individual Company Candidates.
How does a candidate’s Business Quality measure across defined financial criteria?
The ZuseScore Methodology evaluates each candidate using objectively defined financial metrics, formulas, and scoring rules.
The StockZuse Research Strategy
A defined process from where to look to what to evaluate.
Rather than beginning with individual stocks, the StockZuse Research Strategy uses a series of defined steps to progressively narrow the investment universe.
The process begins by identifying areas of the U.S. stock market demonstrating strong recent performance. It then narrows those areas through sector selection, industry selection, stock screening, and Company Candidate selection.
The result is a focused group of Company Candidates that are then objectively evaluated using the ZuseScore Methodology.
STEP 1
Sector Selection
Identify the highest-performing sectors based on 1-year performance.
Explore Sector Selection →
STEP 2
Industry Selection
Identify Target Industries through the two-part Industry Selection process.
Explore Industry Selection →
STEP 3
Stock Screening
Screen for qualifying stocks within each Target Industry and identify Company Candidates.
Explore Stock Screening →
STEP 4
ZuseScore Evaluation
Evaluate Company Candidates using the ZuseScore Methodology.
Explore ZuseScore Evaluation →
The ZuseScore Methodology
An objective and transparent framework for evaluating Business Quality.
The ZuseScore Methodology provides an objective approach to fundamental stock analysis using defined financial metrics, formulas, and scoring rules.
Each analysis evaluates 10 financial metrics across Business Quality and Fundamental Momentum, with up to 100 points available.
The underlying financial inputs, formulas, scoring rules, and individual metric results can be examined so users can see how the evaluation was determined.
Put the ZuseScore Methodology to work with the StockZuse application.
