Proofstock
DashboardScreenerTrack RecordMethodology
DashboardScreenerTrack RecordMethodology
Proofstock
DashboardScreenerTrack RecordMethodology

Proofstock provides quantitative ratings and research based on a transparent six-factor methodology. These ratings are research products, not investment recommendations. We are not a Registered Investment Advisor, and nothing on this site constitutes personalized investment advice. Past performance does not guarantee future results. Consult a licensed financial advisor before making investment decisions.

Proofstock
DashboardScreenerTrack RecordMethodology
DashboardScreenerTrack RecordMethodology

Methodology

Proofstock rates US stocks with a transparent, six-factor quantitative model. Every rating on this site is produced by the process described below — no discretionary overrides, no hand-picking. These are research ratings, not investment advice, and not buy or sell signals.

The six factors

Each stock is scored on six independent factors. Every factor is built from the raw inputs below, drawn from daily prices and quarterly fundamentals.

Momentum

Whether the stock has been trending up relative to its peers, using medium-term price performance.

  • 12-month return, skipping the most recent month (12-1)
  • 3-month return

Quality

How profitable and financially sound the business is — high returns on capital and stable earnings, low leverage.

  • Return on equity (ROE)
  • Return on invested capital (ROIC)
  • Debt-to-equity
  • Earnings stability

Value

How cheap the stock is relative to fundamentals — lower multiples and higher cash-flow yields score better.

  • P/E
  • P/B
  • EV/EBITDA
  • Free-cash-flow yield

Growth

How fast the business is expanding its top and bottom line over a multi-year window.

  • 3-year revenue growth
  • 3-year EPS growth

Size

The market-capitalization profile of the company, capturing the historical tendency for size to influence returns.

  • Market capitalization

Low Volatility

How calm the stock's price has been — lower realized volatility scores better.

  • Realized volatility

How the score is built

  1. 1

    Sector-neutral z-scores

    For each factor, a stock is measured against its own sector peers — not the whole market. A technology company’s value is judged against other technology companies, an energy company’s against other energy companies. This is expressed as a z-score: how many standard deviations above or below the sector median the stock sits. It keeps the model from simply declaring entire sectors good or bad.

  2. 2

    Winsorization at ±3σ

    Extreme outliers are capped at three standard deviations, so a single freak data point can’t dominate a stock’s score.

  3. 3

    Composite average

    The six factor z-scores are averaged into a single composite z-score for each stock.

  4. 4

    Percentile rank

    Composite z-scores are ranked across the entire universe and converted to a percentile from 0 to 100. A percentile of 90 means the stock’s composite is stronger than 90% of the universe.

  5. 5

    Rating bucket

    The percentile is bucketed into one of five ratings (below).

Rating thresholds

Strong BullishPercentile ≥ 90Requires positive ROE (profitability gate).
BullishPercentile 70 – 89
NeutralPercentile 30 – 69
BearishPercentile 10 – 29
Strong BearishPercentile < 10

Across the ~1,240-name universe the distribution runs roughly 100 / 260 / 480 / 240 / 120 from Strong Bullish to Strong Bearish. The Strong Bullish tier is smaller because of the profitability gate.

Two special rules

Revenue floor — $100M TTM (Growth)

The growth factor requires at least $100 million in trailing-twelve-month revenue. Very small companies can post enormous percentage growth off a tiny base, which distorts the factor; the floor keeps growth meaningful rather than an artifact of a small denominator.

Profitability gate — Strong Bullish

A stock whose composite would otherwise reach the Strong Bullish tier (percentile ≥ 90) but has non-positive ROE is demoted to Bullish. The highest conviction rating is reserved for companies that are actually profitable.

Data, refresh, and limitations

  • Source. Prices and fundamentals come from Financial Modeling Prep (FMP). Prices are end-of-day; fundamentals are quarterly.
  • Refresh. The pipeline runs every morning: it refreshes the universe of active US tickers, pulls the latest EOD prices, updates quarterly fundamentals, recomputes the six factors, and locks a daily snapshot.
  • Universe. Roughly 1,240 active US stocks across NASDAQ, NYSE, and AMEX.
  • Limitations. Ratings are point-in-time and backward-looking by construction — they describe factor exposures from reported data, not forecasts. Fundamental data can be revised or delayed. The model does not account for news, events, or anything outside its six inputs. V1 shows the last daily close only, not intraday prices.

Snapshot integrity

Every day, the top and bottom of the universe are written to an append-only record and never edited afterward. Each daily snapshot carries a SHA-256 hash that is chained to the previous day’s hash — so the published history can’t be silently rewritten after the fact. This is the “proof” in Proofstock: the track record is verifiable, not just asserted. You can browse the locked snapshots and their hashes on the Track Record page.

Proofstock
DashboardScreenerTrack RecordMethodology

Proofstock provides quantitative ratings and research based on a transparent six-factor methodology. These ratings are research products, not investment recommendations. We are not a Registered Investment Advisor, and nothing on this site constitutes personalized investment advice. Past performance does not guarantee future results. Consult a licensed financial advisor before making investment decisions.