Deterministic scoring for a strategic fit.
StockVS calculates metrics, category scores, total scores, winners, confidence, reason codes, and risk flags in code. AI does not calculate scores or decide results.
Category methodology
Growth
Rewards healthy revenue expansion. Shrinking sales score weakly, while strong double-digit growth scores well.
Value
Rewards reasonable prices compared with earnings, sales, and free cash flow. Very high multiples score lower.
Quality
Rewards profitability and cash generation. Strong margins and cash flow support higher scores.
Balance Sheet
Rewards financial flexibility. Lower debt, adequate liquidity, and more cash support higher scores.
Dividend
Rewards dividend support, not just high yield. Yield, payout sustainability, and cash flow all matter.
Risk Adjustment
Penalizes obvious stress signals such as high leverage, weak liquidity, low cash flow yield, or stretched valuation.
Strategy Categories
| Strategy | Growth | Value | Quality | Balance Sheet | Dividend | Risk Adjustment |
|---|---|---|---|---|---|---|
| Balanced | 20% | 20% | 25% | 20% | 5% | 10% |
| Growth | 40% | 10% | 25% | 15% | 0% | 10% |
| Value | 10% | 40% | 20% | 20% | 0% | 10% |
| Dividend | 0% | 10% | 20% | 25% | 35% | 10% |
| Quality | 15% | 10% | 40% | 25% | 0% | 10% |
Provider data stays separate
Market and fundamental data is retrieved through yfinance, then normalized before deterministic scoring.
Transparent weights
Each stock receives independent 0 to 100 category scores. Strategy weights roll those category scores into that stock's own total score.
Missing data lowers confidence
If a usable metric is missing, the model uses conservative scoring and emits warnings instead of creating an artificially strong result.
Ready to compare?
Use the methodology as a guide, then compare companies through the strategy lens that best matches your research question.
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