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Evaluating Stocks

Once you’ve identified a stock or stocks you might be interested in trading, you can evaluate those stocks using the wealth of information and tools provided on Fidelity.com. Fidelity.com’s library of third-party stock research includes quotes, charts, news, analyst opinions, and company fundamentals (competitors, key statistics, financial statements, earnings, and so on). You can also take advantage of powerful technical analysis tools, which display chart patterns that help you identify trends in security prices.

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How do I evaluate a stock?

Enter a symbol in the Stock Details text box on the Research > Stocks page, select the information that you want to see first from the drop-down list, and click Go.

What does the Snapshot page show?

The Snapshot page provides overviews of the following information:

What does the Detailed Quote page show?

The Detailed Quote page shows delayed or real-time quote information for the stock you’re analyzing. The information on the Detailed Quote page is much more thorough than what is on the Snapshot page.

What does the Advanced Chart page show?

The Advanced Chart plots a stock’s price over time, showing performance relative to that of other stocks, the industry, and three major indexes. You can chart this comparative historical performance over a range of dates and frequencies. The chart can show splits, earnings, and dividend distributions; display trendlines; show moving averages and technical indicators, and let you zoom in on custom time periods. You can also chart volume over time.

What does the News & Events page show?

The News & Events page presents a chronological list of continuously updated news stories from well-known, independent sources, as well as a calendar of past, current, and upcoming events related to the stock. Events include earnings, dividends, splits and meeting announcements. You can also listen to corporate conference calls and other events via audio webcast. By logging in, you can view and filter significant news items - representing a variety of events that could affect your stock’s performance - to see only the type of information you want.

What does the Compare page show?

The Compare page allows you to compare the stock to up to four other companies. You can enter symbols you’ve selected, or you can click Show Competitors to see how the stock compares to the four most relevant competitors, as determined by Thomson Reuters. The page will display current-session market performance for each company, as well as a comparative chart, key statistics, analyst opinions, and fundamentals for each company, allowing you to compare the stocks across a broad spectrum of criteria.

What does the Analyst Opinions page show?

Analyst opinions are ratings recommendations and other associated content provided by third parties. Fidelity offers Analyst opinions from major firms including Market Edge, Columbine Capital, Ford Equity, Ned Davis Research, Standard & Poor's, Thomson Reuters, and Zacks Investments just to name a few. Analyst opinions give you a wealth of professional, targeted information about the stock you are researching. Analyst opinions are intended to help investors better understand the potential for a company’s stock to increase or decrease in its value and determine if it maybe investment-worthy by evaluating its financial conditions, business environments, management, etc. Analyst opinions are provided for educational purposes only and do not constitute advice, guidance or recommendations by Fidelity.

Opinions vary because they are derived using a variety of criteria that are as different and distinct as the firm performing the analysis. Fidelity.com provides access to both the actual opinions and standardized opinions from Investars. Actual opinions are provided by the research firm, which often differ from firm to firm. For example, one firm’s opinion of Strong Buy may be the equivalent to another’s opinion of Overweight. Ultimately their purpose is to provide a buy, hold, or sell opinion of the company being analyzed.

Fidelity goes one step further by offering a Relative Accuracy Score and Equity Summary Score from StarMine.

What does the Research Reports page show?

At the top of the page are two generated reports* available only from Fidelity followed by a sortable table of all available research reports for the stock.

*Generated reports are built dynamically when you select them. Reports may not be available for some symbols. Select the link to check availability.

What does the Key Statistics page show?

The Key Statistics page displays fundamental financial information about the stock you’re evaluating, supported by industry percentile and the firm’s Account and Governance Risk (AGR®) Score. Statistics provided include data related to valuation, growth, profit margins, returns, debts, and operating metrics.

What does the Earnings page show?

The Earnings page shows quarterly and annual earnings numbers, as well as comparisons of the actual earnings to analyst estimates, audit integrity analytics, and links to research reports.

What does the Dividends page show?

The Dividends page provides details of dividends paid, as well as statistics and history related to dividend rates and payments.

What does the Ownership & Insiders page show?

Divided into three tabs, the Ownership & Insiders page provides you a view of who owns the stock, and of trading activity by those with an existing stake in the company, either as a significant investor or as an agent or director of the company. The Ownership tab provides a high-level view of who owns the stock, displaying the percentage of the total stock that is held by various types of mutual fund and institutional investors. Investors with the largest holdings in each category are displayed, with details of their total holdings. Insider Transactions shows a weekly graphic account of insider buys and sells, as well as details of each transaction in tabular form. Insider Trends indicates the sentiment indicated by the balance of insider transactions (a comparison of buys and sells on the open market) and indicates which insiders have bought and sold the most stock, and whose transactions would have served as the most accurate predictive indicators for the stock.

What does the Financial Statements page show?

The Financial Statements page shows a standardized accounting of the firm’s financial reports for the previous 3-5 years. Companies provide data regarding their balance sheet, income, and cash flow. This information is presented in three tabs, available in annual and quarterly breakdowns, based on the companies’ public filings.

What does the Technical Analysis page show?

The Technical Events page shows the recent technical events indicated over a chart of the stock price and volume over time. There is also a chronological list of technical events, such as the formation of classic or short-term chart patterns and moving averages. Hovering over the event provides a thumbnail chart and key event statistics. Clicking the event names let you view event descriptions, event details, and Recognia charts that can display up to five years of price activity for the stock.

What does the SEC Filings page show?

The company’s key public filings with the Securities and Exchange Commission are directly available from this page.

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