Article: How to Research a stock with Simply Wall

Part 1

1. Value
1. Are you paying a fair price for the stock? 
2. Is the company undervalued compared to others in the same industry?
3. Use DCF, PE, PB and PEG ratios and compare inside industry and market
2. Future performance
1. How will the business perform in 3 years?
2. How effective will it be in using shareholders' money to create profit?
3. Past performance
1. Is the current drop in earnings a one-off thing?
2. Has the company been effectively utilising its resources to create profit?
3. Metrics: EPS growth, return on equity, return on capital, return on assets
4. Financial health
1. Is the level of debt dangerous to the stability of the company?
2. Can it meet its short term commitments?
3. Are the interest payments well covered by earnings?
5. Dividends
1. How does the annual yield compare to market?
2. Can the company afford to keep paying the current level of dividend in the next 3 years?
6. Management
1. Does the CEO and the board have enough experience to manage the company?
2. Are company insiders selling?

These metrics are represented visually by the Snowflake. 

Part 2

Find new ideas with Grid Views

Part 3

Are you too focused on one industry?

How much has your portfolio returned?

What makes up your portfolio and what are their returns?

What Snowflake shape does your portfolio have?

Is your portfolio undervalued?

How much will it grow next year?

Part 4

How to create your own screener: define the snowflake shape you are interested in by pulling the points. 

Choose from sectors and industries

Choose from company metrics