Fair Value Calculator

Add up to 10 stocks to the watchlist in the user's Fair Value Calculator account (free accounts up to 10 stocks, Pro without this limit). Stocks already on the list are left unchanged. The watchlist is what the email alerts and the weekly briefing follow. Takes symbols as returned by resolve_stock. Each added stock comes back with buy_rules (the three buy rules of the strategy) and buy_rules_note, a sentence which of them the stock meets. Use it when the user asks for this change to their own account. The response lists exactly what changed.

Compare up to 5 stocks side by side with Fair Value Calculator values (Free: first 2 stocks as snapshots, further symbols are listed in not_compared; Pro: up to 5 with fair values). Use it for "which is better valued" questions about named stocks. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.

Quick Fair Value Calculator snapshot for one stock: valuation status, upside band, quality score and evidence level, without the exact fair value. Use it to check many stocks cheaply; use get_stock_verdict when the user wants the actual fair value. For a signed-in user the stock also has on_watchlist (true or false) and email_alerts (on = Fair Value Calculator emails the user when one of their watchlist stocks changes from on track to review, off = these emails are off for this account (set_watchlist_alerts turns them on), pro_only = these emails are part of Pro). Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.

Full Fair Value Calculator verdict for one stock: the fair value per share with its currency (blended from up to 26 valuation models), valuation status, upside band, quality score, evidence level, size class and a link to the full analysis. Free accounts get 3 full verdicts per day (the response says how many are left), Pro accounts 50. For free accounts each different stock counts once a day; asking again about a stock already shown today is free. When the daily limit is used up the response has status "free_daily_limit_reached" and no valuation. For a signed-in user the stock also has on_watchlist (true or false) and email_alerts (on = Fair Value Calculator emails the user when one of their watchlist stocks changes from on track to review, off = these emails are off for this account (set_watchlist_alerts turns them on), pro_only = these emails are part of Pro); add_to_watchlist puts it on the free watchlist that the weekly email follows, if the user wants to keep track of it. Where available the verdict also carries fair_value_range (cautious and optimistic case of the fair value), reasons (the strengths and weak points behind the verdict, each with a tone), ai_conclusion (one sentence on the business quality), in_focus (what currently matters for the company) and main_risk (the biggest risk to the business), with ai_note_date. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.

Read the watchlist saved in the user's Fair Value Calculator account: each stock with its current valuation status, upside band and quality score, plus whether email alerts are on. Works for Free and Pro accounts. For Pro accounts each stock also has review_status (on_track, or review when the price has reached the optimistic fair value, the quality score has fallen below 50 (the minimum of the buy rule), or the stock has been held for five years; there is no moving-average rule) and flagged_for_review lists those symbols. Use it for questions like "how is my watchlist valued" or "which of my stocks should I review". Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.

Remove up to 10 stocks from the watchlist in the user's Fair Value Calculator account. Takes the symbols exactly as get_watchlist shows them. The previous list is kept as a backup on our side. Use it when the user asks for this change to their own account. The response lists exactly what changed.

Find a listed company by name, ticker or ISIN-like input and return up to 5 matching stocks that Fair Value Calculator covers (40,000+ stocks worldwide), in the same order as the search on fairvalue-calculator.com. Each match has the exact "symbol" (TICKER.EXCHANGE) to pass to the other tools, the company name and a short valuation snapshot. Use it when the user names a company or the exchange is unclear; the returned symbol identifies the exact listing. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown).

Find stocks that currently match valuation criteria, from Fair Value Calculator data only. Use this for questions like "which stocks are undervalued right now" or "undervalued European tech stocks". Returns the best matches ranked by quality score (Free: top 3, Pro: up to 20); with buy_rules the matches are exactly the stocks that meet all three buy rules of the strategy, ranked like the strategy (0.3 upside rank, 0.7 quality rank). The result is the complete answer for the given criteria; selection states in one sentence how the stocks were chosen and ranked, matches_found how many stocks matched in total. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.

Turn the email alerts for the user's watchlist on or off (Pro). The alert covers the whole watchlist, not single stocks: Fair Value Calculator emails the user when one of their stocks changes from on track to review: its price has reached the optimistic (bull) fair value, its quality score has fallen below 50 (the minimum of the buy rule), or it has been held for five years. There are no price-target alerts. Use it when the user asks for this change to their own account. The response lists exactly what changed.

Suggest up to 8 stocks that fit the watchlist saved in the user's Fair Value Calculator account (Pro; a free account can try it once every 30 days, the response then says so): each is priced below its calculated fair value, has a high quality score, is not on the watchlist yet, and is ranked by quality, undervaluation and its measured correlation of daily returns with the stocks already held (lower = better diversification); stocks that meet all three buy rules of the strategy (buy_rules.all) come first. Use it for questions like "what would diversify my watchlist" or "what could replace Home Depot on my watchlist". With "replace" the suggestions match the size of that stock. Each suggestion has correlation_to_watchlist (-1 to +1). Nothing is changed; add_to_watchlist adds a stock when the user asks. Fields: valuation_status (undervalued = price at least 10% below fair value, overvalued = price at least 10% above fair value, else near_fair_value; no_valuation = covered, but no fair value is shown right now, note says why), upside_band (distance from price to fair value in 10-point bands, e.g. "10_to_20", "above_30", "below_-30"), quality_score (0-100 business quality), evidence_level (how much audited data backs the value), price_as_of (date of the share price the valuation status refers to), calculated_at (date the valuation models last ran for this stock), requested_symbol with listing = other_listing_same_company (present when the answer is about another listing of the same company than the symbol asked for, the listing the website shows for it, e.g. 939.HK answered with the Shanghai listing 601939.SHG; fair value and currency refer to the listing in symbol), deep_link (full analysis page on fairvalue-calculator.com with the fair value history chart and the result of each valuation model with its bear, base and bull case), trend12 (uptrend: true when the price one month ago was higher than twelve months ago, false when not, null when not known), trend12_pct (that change in percent), trend_arrow (arrow on the site: up = rising, sideways = sideways down to -10 percent, down = falling), buy_rules (the three buy rules of the Fair Value Calculator strategy, each true, false or null: fair_value = fair value upside of at least fair_value_min_pct percent, quality = quality score of at least quality_min, measured as in the backtest without the AI Quality points, trend = uptrend, all = all three met; quality_rule = the quality score the rule decided on, present only when it decides differently from quality_score; upside_rule = the fair value upside in percent the rule decided on (fair value before the cycle and dilution adjustment), present only when it decides differently from the shown upside; the strategy only buys stocks with all three), fair_value_adjustment (present together with upside_rule: the shown fair value was adjusted after the model blend, the buy rule decides on the value before; reason = cyclical_peak_year (a record profit year of a cyclical business is not carried forward in full), cyclical_trough_year (a weak year of a cyclical business is not carried forward in full), dilution_new_shares (new shares lower the value per share) or adjusted; before and now = the fair value before the adjustment and the shown fair value, only where the fair value itself is shown). The values are calculated by Fair Value Calculator from its own models and cannot be derived from the other fields; deep_link opens the full analysis page with the fair value history chart and every valuation model. This is a valuation, not financial advice.