Analyzing stock fundamentals

Take fundamental analysis to a new level. Whether you're just starting out or are more advanced, learn ways to determine the intrinsic value of a security by examining related economic, financial, and other qualitative and quantitative factors. Video or article, you choose how you want to learn.

Debt and equity: The pillars of the company's finances

Deciding if investing in debt or equity is right for you? Get introduced to a company's finances, convertibles and preferreds, key terms, concepts, nuances, and risks.

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Annual and quarterly financial reports: Primary sources of fundamental data

Understanding financial reports can be key to determining a company's financial strength. Begin by learning key terms and concepts, from balance sheets to statements of cash flows.


Other resources for fundamental financial information

Sorting through important financial information on publicly traded companies isn't always easy. Learn what information's available, and how to access it.


Company categories and their significance

Delving into company size, industry, and globalization can be helpful in developing your investment portfolio. Explore key terms, concepts, benefits, and risks of categorization.


The role of debt in fundamental analysis

Wanting to understand the impact of debt, credit ratings, and default on a company's stock? Start with the basics, then get insights into types of default, credit analysis, and more.

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Using key financial metrics and ratios

Digging into financial ratios may help you identify a company's strengths and weaknesses. Gain insights into basic concepts, and differences between financial metrics and ratios.

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Techniques for assessing a company's value from its fundamentals

Wondering how to know what a company's worth? Learn about discounting models, segment and asset valuations, and more to help you determine the value of a company's stock.

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Generally accepted accounting principles (GAAP)

Learning the "whys" and "hows" of GAAP are key to analyzing a company's financial report. Delve into GAAP essentials.


Using fundamental analysis tools

Receiving timely, comprehensive dividend figures and charts makes it easier for you to evaluate your potential income stream. Learn how to use Fidelity's helpful tools.