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Comparing Stocks

You can compare side by side key fundamental and technical information with 10 pre-built views. It is a quick and easy way to view balance sheet and income statement information side by side. Plus you can create and save a custom view of the data that is important to you from over 140 criteria.

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How do I compare stocks?

You can compare stocks by entering up to five symbols in the text boxes on the Compare Stocks page and clicking Compare. You can also initiate a comparison by selecting up to five stocks in search results, the Recently Viewed Stocks List, the Own list, or a watch list and clicking Compare.

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How do I compare a stock against its competitors?

To compare a stock against up to four competitors automatically, enter the stock's symbol and click Show Competitors. Because a stock's competitors are determined by a third party using the process described below, competitors may not be displayed for some stocks.

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How are competitors determined?

Competitor information is provided to Fidelity by Reuters. Competitors are collected for companies publicly traded on a U.S. exchange (NYSE, AMEX, NASDAQ, OTC), and includes ADRs. When compiling a new or existing competitor list, Reuters takes the following steps to provide the most accurate and representative competitor list:

Competitors are ranked from highest to lowest competition. When you click Show Competitors, Fidelity displays the four highest ranked competitors for the first company chosen. In the 10-K or equivalent, the company will often list their competitors in ranking order, so Reuters will list them identically. However, if the 10-K lists competitors in alphabetical or random order, Reuters Competitors will rank by:

Competitors are updated annually, when the company issues its 10-K or equivalent, or periodically, when a corporate action has been completed (e.g., merger, acquisition, divestiture, restructuring, expansion) that alters a company's competitor landscape.

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How many stocks can I compare at one time?

You can compare up to five stocks at once.

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What are the preset views available?

Choose how you view information on the stocks by changing the views to focus on Key Statistics, Dividends, Valuation, Performance & Volatility, Growth, Profitability, Cash & Debt, Analyst Opinions, Ownership & Trading Characteristics, and intraday Price and Volume.

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How do I create my own custom view?

You can create a custom view by using “Edit View” to select data from over 140+ criterion you would like to see. Save this view for future use in comparing other stocks.

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