focuses on the economic forces of supply and demand that causes price movement. The Fundamentalist studies the causes of market movement, whereas the Technician studies the effects. Fundamental Analysis involves the study of economic and political events and how they impact exchange rates.
A method of security valuation which involves examining the company's financials and operations, especially sales, earnings, growth potential, assets, debt, management, products, and competition. see also technical analysis.
Method of analysis using ratios and percentages calculated from financial data of a company to assess the company's quantitative and qualitative aspects. Ratios of particular industry groups and /or major competitors may also be included in the analysis to determine it's suitability for investment.
A method of predicting exchange rates using the relationships of exchange rates to fundamental economic variables such as GNP growth, money supply, and trade balances.
Analysis of share values based on factors such as sales, earnings and assets that are 'fundamental' to the enterprise of the company in question. These factors are considered in light of current share prices to ascertain any mispricing of the shares.
The fundamental analysis uses macroeconomic parameters of the economy for forecasting situations in the market.
A method of anticipating future price movement using supply and demand information.
A stock market investment approach based on the premise that a stock`s value depends on the company`s present and future earnings. The objective is to identify individual stocks or groups of stocks that have exceptional earnings potential or are currently undervalued relative to earnings potential -- and therefore are likely to appreciate in the future. (Also see technical analysis.)
Fundamental Analysis focuses on the economic, social and political forces that drive supply and demand.
The study of different financial instruments based on factors such as earnings, debt, and interest rates.
The study of a company's earnings history, products, management, operating environment and other factors that will affect profitability and growth.
Research to predict the direction of the economy based on factors such as: gross national product, unemployment, inventories, interest rates and inflation.
Research to predict future stock price movements of a corporation based on balance sheet and income statements. Other factors used are past records of earnings, sales, assets, management, products and markets that aid in predicting future success or failure trends for the company. This type of analysis is used to determine whether a stock or group of stocks is overvalued or undervalued at the current market price.
The study of basic, underlying factors which will affect the supply and demand and hence the price of a futures contract.
Using the fundamentals to analyze and predict future trends of futures and option prices. Distinguished from Technical Analysis.
The analysis of industries and companies based on such factors as sales, assets, earnings, products or services, markets, and management. See also: Technical Analysis
A method of predicting stock prices based on the study of earnings, sales, dividends, and so on.
evaluating a stock by assessing a company's intrinsic worth and growth potential based on such factors as historical earnings, projected earnings, revenues, cash flow, and various financial ratios.
Examines the affect of economic, social and political events on currency prices.
Analysis based on economics and politics.
The analysis of political and economic data to determine future values of currencies.
Research of industries and companies based on factors such as sales, assets, earnings, products or services, markets, and management. Fundamental research is very important when attempting to decide whether or not to invest in a stock or fund.
An investing method that involves looking at a company's accounts to see whether it is appropriately valued.
Fundamental analysis is one of two primary methods for analyzing a share's potential return. It involves assessing a corporation's financial history and current standing, including earnings, sales, and management, as well as the strength of the corporation's products or services in the marketplace. A fundamental analyst uses these details as well as the current state of the economy to assess whether the share is likely to increase or decrease in value in the short- and long-term, and whether its current price is an accurate reflection of its value.
An approach to the analysis of markets which examines the underlying factors which will affect the supply and demand of the market, overall economy, industry conditions, etc. (See also Technical Analysis.)
Type of analysis in which the fundamental variables of the security are studied in an effort to predict the future behaviour of the investment.
Analysis of a company's financial and business situation, it is used to project future ups and downs in stock price.
Analysis of a security which takes into consideration sales, earnings, assets, etc
Analysis which utilizes supply and demand variables to predict a market price.
Analysis of security values grounded in basic factors such as earnings, balance sheet variables, and management quality. Fundamental analysis attempts to determine the true value of a security, and, if the market price of the stock deviates from this value, to take advantage of the difference by acquiring or selling the stock. Fundamental analysis may involve investigating a firm's financial statements, visiting its managers, or examining how a particular industry is affected by changes in the economy.
Fundamental analysis is an investment strategy that seeks to discover misvalued securities through an analysis of a company's blance sheet, dividend prospects, earnings history, and other factors that affect the company's growth and value.
A method used to evaluate the value of a security, by which an investor would carefully examine the company's financial and operations, particularly sales, earnings, growth potential, assets, debt, management, products, and competition figures. Fundamental analysis considers variables that are directly related to the company itself, whereas technical analysis considers the overall state of the market.
A method securities analysis that employs study of the overall economy, industry conditions, and the financial condition and management of a particular company in an effort to evaluate the intrinsic value of a specific stock.
This valuation of stocks based on fundamental factors, such as company earnings, growth prospects, and so forth, to determine a company's underlying worth and potential for growth.
The research approach that considers economic and monetary factors. . GAAP Generally accepted accounting principles.
Technique by which investors scrutinize a company's operating results, such as profits or cash flow as well as economic and market factors, to determine appropriate values for the firm's securities. (See also Technical Analysis)
Method used to evaluate the value of a company's stock based on precise analysis of the company, its financial figures, economic trends in the company's industry and the overall economic climate.
Definition - A method of stock evaluation which involves an analysis of the company's business characteristics, such as its financial condition, growth potential, profitability, and competitive position. At AmeriCap - As part of our investment process and due diligence, our team performs fundamental analysis on potential investments for inclusion into our portfolio. During our analysis, our focus is on determining what the fundamental drivers of growth are to determine potential factors that are likely to appreciate the investment to its full potential.
Analysis of a company's financial and operating activities within an economic context in order to establish the attractiveness of an investment.
Method of analyzing the prospects of a company's security by assessing sales, assets, earnings and other factors to forecast its future stock price movements.
Analysis which identifies the intrinsic value of a stock through examination of both the individual features of the company and the characteristics of the market in which that company operates.
Detailed analysis of a company and the industry in which it operates political and external factors to identify whether the shares are over-valued or undervalued.
The science of share analysis which looks at the fundamental situation of a company. It looks at capitalisation, debt equity retios, current assets and liabilities and the situation in the market in which the company trades. From this information an attempt is made to predict whether the share price will rise or fall.
Analysis of economic and political information in an effort to determine future price movements in a financial market. Opposite of Technical Analysis.
A method of evaluating stocks based on fundamental factors set out in the company's financial statements , such as company earnings.
Research to predict stock value that focuses on such determinants as earnings and dividends prospects, expectations for future interest rates and risk evaluation of the firm.
A method of valuing securities that involves closely examining a company's financial and operating condition, especially sales, earnings, growth potential, assets, debt, management, products and competition.
A method of investment analysis based on the fundamentals like turnover, net profit, growth, and vision of a company. The boom or depression of the stock markets are not considered in this analysis.
A method of securities analyses that involves an attempt to evaluate the intrinsic value of a particular stock. It is a study of the overall economy, industry conditions, and the financial condition and management of a particular company.
Security analysis based on fundamental facts about a company as revealed through its financial statements and an analysis of economic conditions that affect the company's business. See also Technical Analysis.
The process of evaluating a company's sales, earnings, profitability and other financial data to determine its investment potential.
The evaluation of a company based on its financial position, competitiveness, products, management and its prospects with regard to economic conditions.
This is a method of evaluating securities and/or markets based solely on a company's fundamental data and/or economic indicators.
The method of price forecasting which requires an understanding of the major sectors of the gold market and the dynamics of metal flows through the market. Contrast this to technical analysis.
An investment analysis technique that emphasizes investigation of the underlying business activity being undertaken by the firm whose securities are being considered.
Is the research approach which considers economic and monetary factors. For securities it evaluates the company as well as the industry and economy. For commodities, it looks at supply and demand in terms of actual usage, production and inventories among other things.
Thorough analysis of economic and political data with the goal of determining future movements in a financial market.
Classic financial analysis, i.e. based on the study of macro- and micro-economic data.
Macro or strategic assessments of where a currency should be trading based on any criteria but the price action itself. These criteria often include the economic condition of the country that the currency represents, monetary policy, and other "fundamental" elements.
assessments of so called fundamental elements as political and economical environment (inflation, unemployment, interest rates, etc.) of countries representing currencies. These global factors influence market prices. Fundamental analysis is an important instrument for any trader.
a long-term FOREX analysis that takes into consideration macro factors such as GDP/GNP, political and economic issues, as well as trade balances.
The study and analysis of economic, political and social data/events to predict the future movements of the market and guide ones FX trading decisions.
A method of researching a stock that looks at fundamental factors, which include; financial results, financial ratios, industry conditions, press releases, and more.
Looking at revenues, earning, management and prospects for successful products in order to evaluate a company's stock. When applied to a market or industry, it takes economic conditions and statistics such as unemployment and interest rates into account.
An approach to market forecasting that emphasizes the analysis of factors affecting supply and demand (opposite of technical analysis).
Fundamental analysis looks at a share’s market price in light of the company’s underlying business proposition and financial situation. It involves making both quantitative and qualitative judgements about a company. Fundamental analysis can be contrasted with 'technical analysis' which seeks to make judgements about the performance of a share based solely on its historic price behaviour and without reference to the underlying business, the sector it's in, or the economy as a whole. This is done by tracking and charting the companies stock price, volume of shares traded day to day, both on the company itself and also on its competitors. In this way investors hope to build up a picture of future price movements.
Examination of a company's financials, assets, management, market niche, and products to determine value
Evaluating a team or player by studying sport performance and financial historical results to gauge the team's true value.
An analysis of a company`s financials and operations, including sales, earnings and management quality, as well as economic and political indicators. The goal is to find stocks that promise good returns in the future and whose intrinsic value is above the market price.
analysis of supply and demand factors that could influence the direction of price of a commodity. For example, electricity traders, using fundamental analysis, consider weather patterns, transmission constraints and unexpected power plant outages to calculate the demand for power and the amount of generation available in the region. see also technical analysis
A method of evaluating securities by analyzing the industry conditions, balance sheet, quality of management and earnings.
a method of stock analysis based on the management of the company and past stock movements.
Examines the economic forces of supply and demand that change currency prices. The Fundamental Analyst will study the causes of market movement, whereas the Technical Analyst will examine the effects of currency changes.
Analysis of economic data and political factors to forecast future currency movements and values.
The study of market factors that influence supply and demand characteristics. In equities markets, fundamental analysis determines the value, the earnings, the management, and the relative data of a particular stock.
Research and examination of a corporation's financial statements and balance sheets to predict the future price movements of their securities. Among other indicators, fundamental analysts study past records of assets, earnings, sales, products, management and markets to predict future trends. By assessing a firm's prospects, fundamentalists can evaluate whether a security is overvalued or undervalued. In contrast to fundamental analysis, technical analysis does not consider a corporation's financial data. Technical analysts rely on price and volume movements of stocks. See: Balance Sheet; Financial Statement; Fully Valued; Income Statement; Market Analysis; Technical Analysis; Volume
research based on a company’s financial condition; measurements such as earnings and sales growth rates, price-to-earnings ratio and price-to-book ratio are commonly used
The study of specific factors, such as weather, wars, discoveries, and changes in government policy, which influence supply and demand and, consequently, prices in the market place.
A method of securities analysis in assessing the intrinsic value of a security, as a basis to forecast potential returns and future prices of the security. As a general rule, a stock should be bought if the market price is lower than its intrinsic value. On the other hand, the stock should be sold if the market price exceeds its intrinsic value. Fundamental analysis is based on studying economic and industry trends, as well as, the operating performance and financial position of the security issuer. Fundamental analysis differs from technical analysis in that the latter analyses patterns and anomalies of movements and changes in the past prices and trading volumes to gauge the future trend of the price and volume of the security.
An approach to the stock market in which specific factors - such as the price-to-earnings ratio, yield, or return on equity - are used to determine what stock may be favorable for investment.
An approach to trading research to predict futures and stock price movements based on a balance sheet and income statements, past records of earnings, sales, assets, management, products and services.
An analysis of stocks based on fundamental factors, such as company earnings, growth potential, etc., to determine a company's worth, strength, and potential for growth
An analysis of fundamental events and their correlation to asset movement. In the foreign exchange market, fundamental analysis is based primarily on macroeconomic events. [Back on Top
The determination of the intrinsic value of a share by reference to fundamentals such as expected future profits, dividends, cash flows, etc. This analysis involves the calculation and interpretation of ratios.
Use of analysis of the balance sheet and income statements of companies in order to forecast their future stock price movements. Fundamental analysts consider past records of assets, earnings, sales, products, management, and markets in predicting future trends in these indicators of a company's success or failure.
A branch of analysing future price trends based on the study of economic factors affecting demand and supply of the underlying. Also see technical analysis.
Fundamental anaysis based on a company's fundamental facts (sales, earnings, dividends prospects).
A method of analyzing the prospects of a security through the observation of accepted accounting measures such as earnings, sales, assets and so on.
Analysis based on economic factors
The analysis of economic indicators, political and other current events that could effect the future direction of financial markets. The foreign exchange market for fundamental analysis is primarily based upon macroeconomic variables.
The analysis of political and economic conditions that can affect currency prices.
Analysis of economic and political information with the objective of determining future movements in a financial market.
A market analysis that relies on economic supply and demand information based on the underlying value of a company in terms of its cash, current assets and earnings; as opposed to focusing to an analysis based on charts and market indicators (technical analysis).
A method of researching investment potential by concentrating on the value of the ccompany and its actual, and expected, business and financial performance of the company, based on the value of its net assets and on its historic, and forecast, profit record.
a method of valuing stocks by considering financial data, such as cash flow, earnings, sales, market share, debt levels, etc.
A study of basic financial status and potential for a real estate project; while this concept is usually applied to stock investments, its value is equally important to real estate investors.
The method of evaluating a company by assessing its financial statements, earnings, sales, and management.
A method of examining a company's financial statements and operations as a means of forecasting stock price movements.
Security analysis that seeks to detect misvalued securities by an analysis of the firm's business prospects. Research analysis often focuses on earnings, dividend prospects, expectations for future interest rates, and risk evaluation of the firm.
The study of a company's business and financial status to help forecast future movements in its share price. Analysts consider the company's past record of earnings and sales as well as company's assets, management, and markets to predict trends that could affect a company's share price.
An analysis of securities based on the fundamental facts about a company, such as sales, earnings and dividend prospects. This is in contrast to technical analysis.
Analysis of a company’s balance sheet in order to establish whether there is any mispricing of the company’s shares.
A method of evaluating the future prospects of a company by nalyzing its financial statements. It may also involve interviewing the management of the company.
A method of analyzing the prospects of a security by observing accepted accounting measures such as earnings, sales, assets, and so on. See also Technical Analysis.
An approach to market behavior that stresses the study of underlying factors of supply and demand in the commodity, in the belief that such analysis will enable one to profit from being able to anticipate price trends. Contrasted with Charting.
By analyzing the economic indicators, government policies and current events that the future movement of financial market can be traced.
The analysis of economic indicators and political and current events that could effect the future direction of financial markets. In the foreign exchange market, fundamental analysis is based primarily on macroeconomic events.
The study of supply and demand information to aid in anticipating futures price trends.
One of two primary methods for analyzing a stock's potential return, fundamental analysis involves assessing a corporation's financial history to predict its future performance. Analysts consider internal factors, such as earnings, sales, and management, as well as the strength of the corporation's product in the marketplace. A fundamental analysis might indicate whether the stock is likely to increase or decrease in value in the short- and long-term, and whether its current price is an accurate reflection of its value.
A person who uses fundamental analysis will study the various supply and demand factors affecting prices in a particular market, in order to forecast future price movements in that market. Such factors may include macroeconomic factors, crop reports, shipping conditions, weather forecasts etc.
Study of basic, underlying factors which will affect the supply and demand of the commodity being traded in futures contracts. Such factors are themselves called "the fundamentals."
A method of determining a securities value based on the analysis of several factors, such as a company's earnings, sales, assets and growth potential.
The study of pertinent supply and demand factors which influence the specific price behavior of commodities. See also Technical Analysis.
A method of evaluating securities by attempting to measure the intrinsic value of a particular stock. Fundamental analysts study everything from the overall economy and industry conditions, to the financial condition and management of companies.
Study of basic, underlying factors that will affect the supply and demand of the commodity being traded in futures contracts. See Technical Analysis.
An analysis that attempts to find fair value of a company's stock by forecasting its potential earnings, dividends within various macro economic scenarios. For commodities, it looks at supply and demand in terms of actual usage, production and inventories among other things. One who believes that best investment results are obtained from such a study, as distinct from studying cycles and investment psychology, is called a fundamentalist.
Fundamental analysis asserts that a stock's price is determined by the future course of its earnings and dividends. The fundamental analyst tries to determine what the intrinsic value of a stock's underlying business is by looking at its financial statements and its competitive position within its industry. If this intrinsic value is greater than the market price of the stock, the stock is said to be undervalued. In other words, the company has greater earning potential than its stock price would indicate. Fundamental analysis is the antithesis of technical analysis, which focuses on stock-price movements instead of underlying earnings potential.
A form of investment analysis that focuses on a company's financial statements, earnings, sales, and quality of management. Compare to Technical Analysis.
A method of security valuation that relates to factors specific to the underlying value of the security.
one method of valuing stocks, fundamental analysis looks at a company's financial data (balance sheet, cash flow, sales, earnings, etc.)—contrast with “Technical Analysis
The process of analysing the financial markets by reference to economic and financial indicators plus the laws of supply and demand. See Technical Analysis'.
Assessment of a company's' share value and potential for future profit and dividends based on accounting information and economic analysis.
Fundamental analysis of a business involves analyzing its financial statements and health, its management and competitive advantages, and its competitors and markets.