ERS’s ratings monitor fundamentals and valuations across decades of market data.
Our ratings are used by investment professionals to identify high probability “buy side” and “sell side” opportunities.

Fiduciary Stock Navigator™

The FSN™ is a composite risk rating that integrates multiple indicators—such as financial strength, price risk, and deterioration trends—to assess the overall suitability of a stock for fiduciary portfolios. It helps fiduciaries fulfill their duty of care by identifying stocks that are statistically safer or riskier to own.

4 Dimensions of Risk™

Our proprietary 4D™ system identifies stocks that pose elevated financial risk by measuring deterioration across solvency, liquidity, profitability, and tangible equity. The “F” and “E” rated stocks represent the weakest companies in our database, historically associated with severe underperformance and heightened downside risk.

Loss Indicator™

The LI™ identifies companies with elevated risk of distress or collapse, helping investors and fiduciaries avoid significant losses. It is a proprietary, data-driven rating that evaluates the financial strength and vulnerability of a public company using audited, SEC-filed financial statements.