Value Investing Blog - Data-Driven Analysis & Guides
Our value investing blog pairs every article with real financial data - DCF walkthroughs, indicator deep-dives, and guru portfolio updates.
Every article on the ValueMarkers blog is backed by real financial data from our platform — 100,000+ stocks, 120 indicators, 30 years of financials. Whether you're learning to calculate intrinsic value, analyzing guru portfolio changes from the latest 13-F filings, or comparing stock screeners, you'll find data-dense, transparent analysis here.
We publish new content weekly. Focus areas: DCF walkthroughs, Quality Triple Check case studies, guru strategy analysis, and value investing education. Our long-term investing research helps you find stocks that compound value over years, not days.
All Articles(21–40 of 248)
Operating Margin vs Net Margin: Which One?
Operating margin vs net margin is one of the most common comparisons in profit margin analysis. Both metrics measure how well a company turns total revenue into profit, but they focus on different ...
March 14, 2026
UnitedHealth Stock Analysis: Is UNH Stock a Smart Investment?
This unitedhealth stock analysis covers everything you need to know about UnitedHealth Group Incorporated and whether UNH stock belongs in your...
March 12, 2026
JEPQ Dividend History and Income Analysis
The JPMorgan Nasdaq Equity Premium Income ETF JEPQ dividend attracts considerable interest from income-oriented investors. This fund combines Nasdaq growth stocks with an options strategy to produc...
March 12, 2026
Unemployment and Stock Market Relationship Explained
The relationship between unemployment and stock market performance is one of the most important economic connections investors track. Unemployment...
March 11, 2026
The Buffett Indicator: A Guide for Value Investors
Warren Buffett once called it the best single measure of stock market valuation. The Buffett Indicator compares total stock market value to the...
March 10, 2026
Top Undervalued Mid-Cap Stocks to Watch
Mid cap stocks occupy a unique position in the stock market. These firms carry market cap values between two billion and ten billion dollars. They combine the growth potential of smaller companies ...
March 10, 2026
Terminal Value in DCF: Perpetuity Growth vs Exit Multiple
Terminal value represents the bulk of a company's worth in most discounted cash flow models. It often makes up sixty to eighty percent of the total...
March 9, 2026
Technology Sector Analysis: Growth vs Valuation in 2026
Technology sector analysis is essential for any investor who wants to understand the largest and most influential part of the stock market. The tech...
March 7, 2026
Tax-Loss Harvesting: Complete Guide for Stock Investors
Tax-loss harvesting is a strategy that reduces your tax bill by selling securities at a loss. Those losses offset capital gains elsewhere in your...
March 6, 2026
Tangible Book Value Per Share: Formula and Examples
Tangible book value per share (TBVPS) measures the net tangible assets behind each common share. This balance sheet metric strips out intangible...
March 5, 2026
Quarterly Earnings Analysis for Investors
Quarterly earnings analysis is the process of reviewing a company's financial results each quarter to assess a company's health and overall direction. Public firms release earnings reports four tim...
March 5, 2026
Piotroski F-Score Criteria: All 9 Signals Explained
The Piotroski F-Score is a powerful tool that helps investors evaluate whether a company is financially healthy or heading toward trouble. Understanding the full piotroski f-score criteria 9 signal...
March 3, 2026
Sum of the Parts Valuation (SOTP) Guide
Understanding sum of the parts SOTP valuation starts with a simple idea: a parent company that runs several different lines of work may be worth...
March 3, 2026
Stock Rover Alternative: A Better Analysis Tool
Stock Rover has built a strong following among investors who demand detailed research tools and comprehensive stock screening capabilities. The...
March 2, 2026
Stock Screener vs Stock Analyzer: Which Do You Need
A stock screener and a stock analyzer play different roles in the research process. A stock screener helps you filter stocks based on specific...
March 2, 2026
Stock Market Valuation Metrics: A Practical Guide
Understanding whether the stock market is cheap or expensive shapes long-term returns. Stock market valuation metrics help investors gauge whether...
February 28, 2026
Balance Sheet Analysis: What to Look For as an Investor
Balance sheet evaluation is a key tool in any investor s toolkit. The income statement shows profits. The cash flow statement tracks money movement. But the balance sheet reveals the true foundatio...
February 27, 2026
Stock Market Sector Rotation Strategy Explained
A sector rotation strategy moves capital among stock market sectors based on where the economy stands in the business cycle.
February 26, 2026
Income Statement Analysis: Revenue, Earnings, and Margins
Income statement evaluation is one of the first skills every investor should master. This financial document shows how much a company earns, spends, and keeps as profit over a given time period. Kn...
February 26, 2026
Stock Correlation: Building a Truly Diversified Portfolio
Owning many stocks does not mean you are truly diversified. If all your holdings move together, your portfolio carries hidden risk. Stock...
February 25, 2026
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