Undervalued businesses with strong gross-profit, EBITDA, free-cash-flow and return-on-equity 5-yr growth rates.

The Combined Growth and Value Strategy: Revenue, Profit, Free Cash Flow & Returns combines the top five growth and value investing metrics. It combines four key compound annual growth metrics, CAGR 5-yr gross-profit growth, CAGR 5-yr net-profit growth, CAGR 5-yr FCF-Growth, and CAGR 5-yr ROE, to compute companies that are growing revenue, profits, free cash flow, and returns on equity, while at the same time their stock price is relatively low compared to earnings, determined by the fifth metric, the Difference in Fair Value calculation.

Accountable Finance's Combined Growth & Value Strategy

Hold as long as EPS Growth (3Yr) >= EPS Growth (5yr). Maximum 2 years.

Accountable Finance Combined Growth & Value Selling Model

Accountable Finance's Combined Growth & Value Ranker

Businesses with high dividend-yield, dividend growth and EBITDA growth.

The Dividend & Profit Growth Strategy computes Current Dividend Yield, Average 3-yr Dividend-per-share-growth, and CAGR 3-yr EBITDA to identify companies that are both high dividend generating and growing profits.

Accountable Finance's Dividend & Profit Growth Strategy

Hold stocks for max 2 years

Accountable Finance's Dividend and Profit Growth Ranker

Cornerstone Growth Strategy with added short term price momentum.

The Cornerstone Growth Strategy, as the name suggests, focuses on identifying stocks with strong growth potential.

This strategy often involves buying stocks of companies with high earnings growth, and looking for low Price-to-Sales (P/S) Ratios to indicate possibly undervalued companies.

James P. O'Shaughnessy's Cornerstone Growth Strategy methodology emphasizes key metrics such as a low Price-to-Sales (P/S) Ratio, Deflated Market Capitalization of more than $250M, and sales growth (earnings higher than in previous year).

Accountable Finance's Improved Cornerstone Growth Strategy adds shorter term price momentum screens for 1 and 3 month price appreciation. Though this carries a higher risk, it identifies stocks that are "on the mend."

James O'Shaughnessy's Cornerstone Growth Strategy

Hold stocks for max 1 year

James O'Shaughnessy's Cornerstone Growth Ranker

Cornerstone Value Strategy with added Shareholder Yield.

The Cornerstone Value Strategy is grounded in the principles of value investing, aiming to identify undervalued stocks that have the potential for long-term outperformance.

This strategy often involves buying stocks of companies with solid fundamentals but temporarily depressed prices, allowing investors to acquire assets at a discount. Additionally, O'Shaughnessy's approach advocates for patience and discipline, as value investing typically entails holding positions for extended periods to capture the full benefit of value realization.

O'Shaughnessy's methodology emphasizes key metrics such as price-to-book ratio, price-to-earnings ratio, and dividend yield to gauge a stock's intrinsic worth relative to its market price.

The Improved Cornerstone Value Strategy uses shareholder yield instead of dividend yield, which are the cash dividends paid out to shareholders. It also takes into account stock buybacks because reducing the amount of outstanding shares increases the value per share.

James O'Shaughnessy's Cornerstone Value Strategy

James O'Shaughnessy's Cornerstone Value Ranker

O'Shaughnessy micro-cap strategy with momentum and improving fundamentals.

For the more aggressive investor, the Tiny Titans screen searches for cheap micro-cap stocks with upward price momentum. O'Shaughnessy believes there are many advantages to investing in micro-cap stocks. Few analysts cover these small stocks and this lack of coverage leaves much room for upside potential when good stocks are largely unnoticed.

Additionally, micro-cap stocks have a low correlation with other market capitalization strategies, including the S&P 500, which is comprised mainly of mid- and large-cap stocks. This means that the performance of the S&P 500 has a smaller impact on the performance of micro-cap stocks. For example, when the overall market (as measured by the S&P 500) is in a slump, a portfolio of micro-cap stocks is more likely to perform better. These tiny stocks, however, are highly volatile and best suited for investors who can handle the dramatic swings that a portfolio of these stocks will produce.

James O'Shaughnessy's Tiny Titans Strategy

James O'Shaughnessy's Tiny Titans Ranker

Joel Greenblatt's investment strategy from the The Little Book that Beats the Market.

"The Magic Formula" is a value stock investing strategy Greenblatt developed as a Managing Principal at Gotham Asset Management.

"The Magic Formula" acts as a stock screener to identify companies that are both high in quality and low in price. It simplifies the investment decision-making process by focusing on two key factors: return on capital (ROC) and earnings yield. By focusing on return on capital and earnings yield, Greenblatt's formula aims to identify companies with strong fundamentals that may be temporarily undervalued.

Joel Greenblatt's Magic Formula

Joel Greenblatt's Magic Formula Ranker

Fair value of a company based on 5-Year EBITDA growth rate.

Peter Lynch's investing strategy can be summarized by one piece of simple advice "Buy what you know." Lynch encourages investors to focus on companies and industries they understand well.

In addition to deeply researching and understanding companies he invests in, Peter Lynch considers several quantitative factors in choosing stocks to buy.

A company should be worth its "Earnings Growth Rate" times its "Current Earnings".

Lynch places a strong emphasis on a company's earnings growth and looks for companies with consistent and sustainable earnings growth over time. Lynch uses the P/E ratio as a valuation metric and prefers companies with a strong balance sheet, low debt, and a history of responsible financial management.

Peter Lynch's Fair Value Strategy

Peter Lynch's Fair Value Ranker

Replicates S&P 500 inclusion criteria: $22.7B+ market cap, 50%+ public float, positive earnings, adequate liquidity. Ranks by market cap to mirror cap-weighted index methodology.

S&P 500 Index Strategy

Sell positions when they no longer meet S&P 500 inclusion criteria: market cap drops below buffer threshold or TTM earnings turn negative.

S&P 500 Index Selling Strategy

S&P 500 Index Ranker

A Book-Market ranking with several filters.

Piotroski investing focuses on identifying undervalued stocks with strong financial health using the Piotroski F-Score, a nine-point system that evaluates a company's profitability, liquidity, and operational efficiency. This score helps investors distinguish fundamentally strong companies from weaker ones by assessing key metrics like return on assets, leverage, and cash flow. By targeting companies with high F-Scores (7-9), Piotroski's strategy aims to improve returns and reduce risk, making it a valuable tool for value investors looking to capitalize on financially stable but undervalued stocks.

The Piotroski Strategy

The Piotroski F-Score Ranker

5-Year Sustainable Growth Strategy with 5-Year EPS Outlook.

At the core of Warren Buffett's approach is the concept of value investing. This strategy involves buying undervalued stocks of strong companies that have the potential for long-term growth. Buffett focuses on understanding the intrinsic value of a company, which he defines as the discounted value of the cash that can be taken out of a business during its remaining life.

Buffet looks for companies that have solid fundamentals, durable competitive advantages (often referred to as "moats"), and capable management teams.

To protect against unforeseen risks and market volatility, Buffett emphasizes the importance of a margin of safety. This principle suggests that an investor should buy a stock at a price significantly lower than its intrinsic value. By doing so, even if the market temporarily undervalues the stock further, the investor is shielded from significant losses.

Filing Date	Report Date	Report Type	Filing Link
11/14/24	09/30/24	10-Q	0001929980-24-000550
08/14/24	06/30/24	10-Q	0001929980-24-000354
05/15/24	03/31/24	10-Q	0001929980-24-000194
03/29/24	12/31/23	10-K	0001929980-24-000073
07/03/24	12/31/23	10-K/A	0001929980-24-000288
11/14/23	09/30/23	10-Q	0001829126-23-007361
08/14/23	06/30/23	10-Q	0001193125-23-212283
05/15/23	03/31/23	10-Q	0001193125-23-143720
07/03/24	12/31/22	10-K/A	0001929980-24-000288
03/30/23	12/31/22	10-K	0001193125-23-084123
11/10/22	09/30/22	10-Q	0001193125-22-282544
08/12/22	06/30/22	10-Q	0001193125-22-219689
05/16/22	03/31/22	10-Q	0001193125-22-150395
09/30/21	09/30/21	10-Q	0001193125-22-021675
07/31/21	07/31/21	424B4	0001193125-21-359521

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