Table Of Content
GuruFocus offers an array of comprehensive features designed to help investors focus on fundamental analysis and long-term investing strategies.
Below, we'll explore some of the platform's top features and provide practical examples to illustrate their uses.
GuruFocus Stock Screener Features
The stock screener on GuruFocus is a powerful tool that allows investors to filter and identify stocks based on critical financial metrics, valuation models, and investment strategies.
While some features are available for free users, the premium plan unlocks additional filters and customization options.
Key Features of the Stock Screener:
All-in-One Screener: Allows users to filter stocks based on multiple fundamental and technical metrics such as market capitalization, profitability, and valuation ratios.
Guru Screeners: GuruFocus provides predefined screeners designed around well-known investment philosophies, such as the Ben Graham or Peter Lynch strategies.
Value Screeners: Designed for value investors, these screeners identify undervalued stocks based on valuation criteria like low P/E ratios and high book value.
GuruFocus Guru Trades Tracker
GuruFocus is great for proiving stock picks of top institutional investors through the Guru Trades feature.
This tool provides insights into recent stock transactions made by influential investors such as Warren Buffett, Bill Ackman, and others.
Key Features of the Guru Trades Tracker:
Real-time Guru Picks: Investors can monitor stocks that top fund managers have recently bought or sold, offering a glimpse into their investment strategies.
Guru Portfolio Breakdown: See how well-known investors have allocated their portfolios, helping you understand which stocks they favor at any given time.
Consensus Picks: GuruFocus aggregates the picks from multiple gurus to show which stocks are being favored across the board.
- The Smart Investor Tip
If you’re interested in following the strategies of top institutional investors, you can filter for stocks recently picked by Warren Buffett.
By setting the filter to show stocks with high portfolio concentration and positive performance, you can align your picks with these expert investors.
GuruFocus Insider Trading Tracker
Insider trading activity can often be a valuable indicator of a company's health and future prospects. GuruFocus’s Insider Trading Tracker provides insights into transactions made by company executives.
Key Features of the Insider Trading Tracker:
CEO & CFO Transactions: Track buying and selling activity by top executives, a signal of internal confidence or concern.
Institutional Ownership: See the percentage of shares owned by institutional investors, which can indicate the level of market confidence.
Real-Time Updates: Stay informed of the latest insider moves to capture trends before they’re reflected in market prices.
GuruFocus ETF & Fund Data
GuruFocus offers detailed data on ETFs and mutual funds, allowing investors to analyze fund holdings, sector allocations, and performance.
Key Features of ETF & Fund Data:
Holdings Information: Access the top holdings of major ETFs and mutual funds to see where large investors are allocating their capital.
Performance Tracking: View historical performance data for various funds, helping investors track their returns over different time periods.
Sector & Industry Allocations: Explore sector-specific fund data to identify trends and potential opportunities in different industries.
- The Smart Investor Tip
Use the sector and industry allocation data to identify funds with high exposure to growing sectors, such as clean energy or technology, to capitalize on industry trends.
GuruFocus Earnings Call Transcripts
Earnings call transcripts on GuruFocus provide detailed accounts of company earnings calls, offering valuable insights into management's outlook, strategies, and financial performance.
Key Features of Earnings Call Transcripts:
Company-Specific Transcripts: Access transcripts from quarterly earnings calls, providing a comprehensive view of a company's financial health and forward guidance.
Management Insight: Hear directly from executives, offering clues about company performance, growth prospects, and strategic shifts.
Time-Stamped: Transcripts are time-stamped, making it easier to follow key moments in the earnings call.
GuruFocus Discounted Cash Flow (DCF) Calculator
The DCF Calculator allows users to estimate the intrinsic value of a stock based on its projected future cash flows, helping investors assess whether a stock is overvalued or undervalued.
Key Features of the DCF Calculator:
Intrinsic Value Estimate: Calculate the intrinsic value of a company by factoring in future cash flows and applying a discount rate.
Assumptions Customization: Users can adjust the assumptions used in the DCF model, such as growth rates, to better reflect their investment outlook.
Quick Valuation Tool: Ideal for those who prefer quick, model-based assessments of a stock’s true valu
- The Smart Investor Tip
Adjust the growth rate assumptions based on your long-term expectations for a company’s earnings potential to get a more accurate intrinsic value estimate.
GuruFocus GF Score
The GF Score is a proprietary stock rating system developed by GuruFocus to assess the overall financial health and growth potential of a company.
Key Features of GF Score:
Comprehensive Assessment: Evaluates stocks based on factors like profitability, valuation, growth, and momentum.
Risk Indicators: Identifies potential financial risks, helping investors avoid companies with weak financials.
Quick Rating: Offers an easy-to-read score, summarizing a stock’s investment potential.
- The Smart Investor Tip
Use the GF Score to quickly assess the strength of a stock before diving into deeper financial analysis. Focus on stocks with a high GF Score for a solid foundation in profitability and growth.
GuruFocus Historical Financial Data
GuruFocus offers access to extensive historical financial data, enabling investors to analyze trends and make informed predictions about future performance.
Key Features of Historical Financial Data:
Long-Term Data: Access up to 30 years of financial statements, including income statements, balance sheets, and cash flow data.
Trends Analysis: View long-term performance trends to gauge a company’s growth trajectory.
Sector Comparisons: Compare a company’s financials against industry peers.
GuruFocus Stock & Peer Comparison
The Stock & Peer Comparison feature allows investors to compare multiple stocks side-by-side using a variety of financial metrics, valuation, and performance data.
Key Features of Stock & Peer Comparison:
Multiple Stock Comparisons: Analyze up to 5 stocks at once across different key metrics.
Sector-Focused Comparisons: Compare companies within the same sector or industry to identify the strongest performers.
Historical Data: Access financial data over multiple years for a deeper comparison.
- The Smart Investor Tip
Use the Peer Comparison tool to spot outperformers within a sector. Compare key metrics like ROE (return on equity) and debt-to-equity ratio to identify financially sound stocks within the same industry.
FAQ
To sign up for GuruFocus, simply visit their website and create an account by providing basic personal information. You can choose from a free or premium plan depending on the features you need.
Yes, GuruFocus offers a free plan with limited features, including access to the All-in-One Stock Screener and Insider Trading Tracker. Premium plans unlock additional features like real-time guru trades and advanced financial metrics.
The All-in-One Stock Screener allows users to filter stocks based on various financial metrics such as market capitalization, profitability, and valuation ratios. This tool is designed to help investors identify high-quality stocks.
GuruFocus tracks insider trading by providing real-time data on stock purchases and sales by corporate executives. This helps investors follow insider confidence and make informed decisions.
Yes, GuruFocus allows users to follow stock picks from top investors and gurus through the Guru Trades Tracker. This feature shows which stocks top institutional investors are buying and selling.
The GF Score is a proprietary stock rating system created by GuruFocus. It evaluates companies based on key factors such as profitability, growth, and valuation to give investors a quick overview of a stock’s investment potential.
No, the GuruFocus free plan does not include portfolio tracking features. However, premium users can use the Model Portfolio feature to track and compare stock performance based on specific investment strategies.
