Our Methodology

9 proprietary ratings. 25 years of validation.
One mission: measure what Wall Street won't measure—
the statistical probability and magnitude of stock price changes.

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The Science Behind Our Ratings

Every rating we produce is built on a simple premise: the relationship between a stock's price and its underlying value is measurable.
When that relationship becomes distorted, the probability of future price change increases.

We don't predict prices. We measure probabilities. There's a profound difference. When we rate a stock "F", we're not saying it will fall.
We're saying historical data across thousands of similar situations shows an elevated probability and magnitude of loss.

"The price alone is not what's material—it's how price relates to a company's historical valuation.
When that relationship becomes distorted, we can measure the probability and magnitude of its reversion."

— Ray Mullaney, Founder

What Makes Our Approach Different

Auditable Process

Every rating is documented, timestamped, and traceable. Fiduciaries can cite our analysis as independent third-party validation.

We Measure, Not Predict

Our ratings quantify statistical probability based on historical patterns across decades of data—not analyst opinions about future events.

Zero Conflicts

No investment banking fees. No advertising revenue from funds. Our only business is selling ratings that work.

Full Disclosure

We publish our validation methodology and results. We welcome third-party audits. We don't hide behind "proprietary black boxes."

Our 9 Proprietary Ratings

Each rating measures a distinct dimension of risk.
Together, they provide a complete picture of a company's risk profile.

PRI

Price Risk Indicator™

A measure and rating of the statistical probability and magnitude of a stock's future price changes.

Price probability analysis
LI

Loss Indicator™

A measure of a company's liquidity, financial strength, and durability.

Critical for loss prevention
FSN

Fiduciary Stock Navigator™

A rating of both the financial condition and valuation of a stock.

Composite fiduciary rating
4D

4 Dimensions of Risk™

Measures risk across four core dimensions—solvency, valuation, profitability, and tangible equity—to quantify the overall probability and magnitude of loss.

Multi-dimensional analysis
V1

Valuation Metric 1™

Indicates whether valuation is low, middling, or high relative to its past.

Historical valuation context
eLiq.

eLiquidity™

Evaluates short-term financial flexibility using objective liquidity ratios such as the current ratio, quick ratio, and cash ratio.

Short-term flexibility
eStr.

eStrength™

Assesses the company's underlying financial strength by examining balance-sheet quality, leverage, and stability of financial resources.

Balance sheet quality
eDur.

eDurability™

Measures the consistency and resilience of revenues, margins, and business performance over time.

Performance consistency
eVal.

eValuation™

Quantifies the statistical relationship between current valuation metrics and long-term fundamentals to estimate downside risk and potential valuation compression.

Valuation risk assessment

How Our Ratings Work

1

Fact-Based Inputs

We use objective data only: SEC filings (income statement, balance sheet, cash flow) plus market price history. No forecasts, estimates, or analyst adjustments.

2

Structured Data + Consistent Calculations

We standardize the raw filings and compute a consistent set of measures that reflect financial condition and valuation (for example: liquidity, leverage, profitability, tangible equity, and valuation multiples).

3

Company-Specific Context

Each company is evaluated primarily against its own long-term profile. We focus on what's normal for that business over time, so the rating reflects the company's reality, not a generic template.

4

Standardized Scoring That Supports Probability Studies

Our 9 ratings translate today's conditions into standardized numeric scores that are comparable across companies and time. Because the scoring is consistent, we can run separate ERS analyses using those scores to study historical frequencies and typical outcome ranges (including downside risk) for similar rating profiles.

5

Clear Grades + Daily Updates

Scores are calculated as number grades from +150 (best) to -250 (worst), then converted into letter grades (A+ through F) for clarity. Ratings are updated daily, and they refresh whenever new data is added to our database.

We Welcome Independent Audit

Choose any 2 of our 9 proprietary ratings. Submit them to McKinsey, PwC, or Deloitte for independent verification under strict NDA. We'll cooperate fully.

We don't hide behind "proprietary black boxes." Our methodology is documented, our validation is transparent, and our results are auditable. That's what independence means.

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