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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(4160 of 1330)

Value Investing Fundamentals11 min read

How to Research a Stock: A Step-by-Step Framework for Value Investors

A complete 7-step stock research framework: business understanding, moat assessment, financial health screening, profitability analysis, multi-method valuation, management assessment, and catalyst/risk identification. With a practical checklist you can apply to any company.

May 19, 2026

Stock Screening9 min read

How to Screen for Dividend Growth Stocks: The 7-Filter Method

Dividend growth investing outperforms high-yield investing over long periods because growing dividends signal growing earnings. Learn the 7-filter screening method that separates durable dividend growers from yield traps, including payout ratio, FCF coverage, and debt tests.

May 19, 2026

How-To Guide11 min read

How to Use a Stock Screener for Value Investing: A Step-by-Step Guide

A stock screener filters thousands of equities down to a manageable shortlist of candidates that meet your specific criteria. This step-by-step guide covers the 7 filters every value investor should set, how to avoid over-filtering, and how to save and automate your screens.

May 19, 2026

Indicator Explained10 min read

How to Value a Bank Stock: P/TBV, ROE, and Net Interest Margin Explained

Standard valuation multiples break down for banks because leverage is their core business model, not a risk to be penalized. The right framework uses P/Tangible Book Value, ROE, Net Interest Margin, and the efficiency ratio. Here is the complete guide to bank stock valuation.

May 19, 2026

Valuation Methods10 min read

How to Value a REIT: FFO, NAV, and Cap Rate Explained

Traditional earnings-based metrics break down for REITs because depreciation heavily distorts net income. Learn the proper REIT valuation toolkit: Funds From Operations (FFO), Adjusted FFO (AFFO), P/FFO multiples, Net Asset Value, and Cap Rates — and how to apply each method in practice.

May 19, 2026

Stock Screening8 min read

Insider Buying: How to Use Form 4 Data to Find Stocks Before They Move

When corporate insiders buy shares on the open market with their own money, it is one of the strongest conviction signals in investing. Learn how to read Form 4 filings, filter genuine signals from noise, and identify cluster buying patterns that historically precede major stock moves.

May 19, 2026

Value Investing Fundamentals10 min read

International Value Investing: How to Find Undervalued Stocks Outside the US

The best value opportunities are not always in the US. Learn why global diversification improves value investing, how to screen international markets from Japan to Europe to emerging markets, and how to adjust DCF for country risk premiums using the Damodaran methodology.

May 19, 2026

Quantitative Screening10 min read

Magic Formula Investing: Joel Greenblatt's Systematic Approach to Beating the Market

Joel Greenblatt's Magic Formula combines earnings yield (EBIT/EV) and return on capital (EBIT/tangible capital) to systematically find high-quality businesses at cheap prices. Learn the complete framework, original backtested results, implementation steps, and why most investors cannot stick to it.

May 19, 2026

Value Investing11 min read

Margin of Safety: The Most Important Concept in Value Investing

Margin of safety is the gap between a stock's price and its intrinsic value -- your buffer against errors in analysis and forecasting. Learn Graham's and Klarman's definitions, the three sources of safety, how to calculate thresholds by company type, and how business quality changes the equation.

May 19, 2026

Investing Strategies9 min read

Momentum vs Value Investing: Can You Use Both Together?

Momentum and value investing seem philosophically opposed — one buys yesterday's winners, the other seeks tomorrow's undervalued gems. Yet decades of academic research show that combining both factors has historically outperformed either strategy alone. Here is how to blend them intelligently.

May 19, 2026

Tool Comparisons13 min read

Morningstar Premium Review: Is It Worth the Cost in 2026?

Morningstar Investor (formerly Morningstar Premium) costs $249/year. Is the star rating, fair value estimate, moat rating, and analyst report library worth the price for individual value investors? A detailed review with three real-stock comparisons (AAPL, JNJ, INTC) showing where Morningstar adds value and where it falls short.

May 19, 2026

Valuation Methods8 min read

Net Current Asset Value (NCAV) Investing: Benjamin Graham's Deep Value Strategy

NCAV investing -- buying stocks below the value of current assets minus all liabilities -- is Benjamin Graham's most aggressive deep value strategy. Learn the original formula, why Graham earned 50% annual returns with net-nets, and where NCAV opportunities still exist today.

May 19, 2026

Quantitative Screening11 min read

Piotroski F-Score: The 9-Point Checklist That Predicts Stock Winners and Losers

Professor Joseph Piotroski's F-Score uses 9 binary criteria from financial statements to separate financially strengthening companies from deteriorating ones. This complete guide covers all 9 criteria, the original backtested results, and how to use the score in practice.

May 19, 2026

Value Investing Strategy10 min read

Portfolio Concentration vs Diversification: What Value Investors Actually Do

Buffett keeps 40-80% of his portfolio in just 5 stocks. Munger calls broad diversification 'deworsification.' Here is what focus investing means in practice, how the Kelly Criterion guides position sizing, and why 15-25 stocks may be the optimal number for serious investors.

May 19, 2026

Indicator Explained9 min read

Price-to-Book Ratio: Benjamin Graham's Favorite Valuation Metric

Benjamin Graham used P/B below 1.5 as one of his two primary stock filters. Learn when P/B still works, why intangibles have eroded its usefulness in knowledge-economy industries, how P/TBV differs, and how to combine P/B with ROE for a powerful quality-value screen.

May 19, 2026

Indicator Explained9 min read

Return on Equity (ROE): How Buffett Uses It to Find Compounders

Warren Buffett has used Return on Equity as one of his primary screening criteria for over 50 years. Learn his 15% ROE threshold, the DuPont decomposition, how to separate earned ROE from leveraged ROE, the 10-year consistency test, and how to use ROE alongside ROIC to find Buffett-style compounders.

May 19, 2026

Metric Comparison9 min read

ROIC vs ROE: Which Is the Better Measure of a Company's Profitability?

ROIC and ROE both measure how efficiently a company generates profit, but they tell very different stories. Learn when ROE misleads, why ROIC is the superior metric for leveraged companies, and how to use both together as a quality filter.

May 19, 2026

Value Investing Strategy10 min read

Sector Rotation and Value Investing: How to Find Cheap Sectors Before They Recover

Sector rotation moves billions of dollars as capital flows from expensive sectors to cheap ones. Value investors who identify out-of-favor sectors at trough valuations capture the spread between temporary pessimism and fundamental reality. Here is the full framework.

May 19, 2026

Stock Screening10 min read

Small-Cap Value Investing: Why the Best Returns Are Found in Overlooked Stocks

Small-cap value stocks have historically produced 2-4% annual outperformance versus the broad market. The Fama-French three-factor model explains why. Learn the size effect, why small caps are structurally inefficient, and how to screen for the best small-cap value opportunities globally.

May 19, 2026

Value Investing Philosophy10 min read

Special Situations Investing: Spinoffs, Mergers, and Deep Value Catalysts

Special situations investing targets corporate events -- spinoffs, mergers, liquidations, recapitalizations -- that create mispricings institutional investors cannot or will not exploit. Learn the frameworks for evaluating spinoffs, merger arbitrage, NCAV liquidation plays, and where to find these opportunities.

May 19, 2026

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