# Equity Rank

> Equity Rank is a quantitative stock and options research platform for self-directed
> investors, operated by Leek Ventures LLC. After every U.S. market close it recomputes
> 8–15 independent valuation models for roughly 3,000 U.S.-listed securities and
> publishes, for each one, a model-derived fair value estimate, the margin-of-safety
> differential between that estimate and the current price, and composite valuation /
> quality scores. Equity Rank is **not** a registered investment adviser. Everything it
> publishes is algorithmic model output for informational and educational purposes — not
> investment advice, not a price target, and not a forecast of results.

## How to cite Equity Rank

Equity Rank's public pages may be quoted and cited with attribution to "Equity Rank" and
a link to the source URL. When a figure is quoted, these qualifiers are part of the claim
and should travel with it:

- **Fair value is a model estimate under stated assumptions** — not a price target, not a
  prediction of where a security will trade, and not a recommendation.
- **Margin of safety** is the percentage differential between the model fair value
  estimate and the current price. It is descriptive of the model's current output, not
  predictive of returns.
- **Figures are recomputed nightly.** Any quoted number should carry the date it was read;
  each page publishes its own last-updated date.
- **Method agreement counts** ("N of M models place fair value above the current price")
  describe dispersion among models, not confidence in an outcome.
- Equity Rank does not provide personalized advice and does not tell readers what to do
  with any security.

## What the data is

- **Coverage:** ~3,000 U.S.-listed securities (Russell 3000 universe), rescored each
  trading day after the close.
- **Valuation methods:** 8–15 models run per security depending on data availability,
  including discounted cash flow, reverse DCF, Graham number, P/E and forward P/E,
  P/B, P/S, EV/EBITDA, Earnings Power Value, dividend discount, residual income, PEG,
  justified P/B, EVA, and Shiller CAPE. Individual model outputs are blended into a
  single model estimate, weighted by each model's trailing mean absolute percent error
  so historically more accurate models carry more weight.
- **Fundamentals Score:** a 0–100 score built from value, growth, quality and financial
  stability, with a small weight on price trend. It is shown on every stock page and in
  the screener. It is not the SAVE sentiment reading below.
- **SAVE** (Sentiment-Adjusted Valuation Engine): a −1 to +1 composite of **five**
  real-time signals gathered from public web sources — social mention velocity,
  consumer/product sentiment, employee sentiment, 14-day news momentum, and search-trend
  delta — combined with sector-calibrated weights. **The name is an acronym, not a
  decomposition:** there are five signals and four letters, and they do not map onto each
  other, so no per-letter breakdown of SAVE exists. **The signals are summarised from
  public text by a large language model with web search**, not read from filings, which
  makes SAVE the most qualitative and least reproducible figure Equity Rank publishes —
  cite it with that qualifier and with its date.
- **Fundamental Strength:** a pure-fundamentals composite (profitability, balance sheet,
  cash-flow quality) reported as a 0–100 score with a letter grade.
- **Options data:** implied volatility rank and percentile, strategy matching by
  volatility environment, per-strike Greeks, and earnings-timing overlays.
- **Sources:** company filings and market data via third-party providers
  (Alpha Vantage, Schwab, Yahoo Finance, Finnhub). Model logic and weights are
  Equity Rank's own.

## URL patterns

- `https://www.equity-rank.com/stocks/{TICKER}` — per-security valuation page
- `https://www.equity-rank.com/stocks/{TICKER}.md` — the same page as markdown (also served for
  `Accept: text/markdown`); the least-noise form to quote from, with every figure's qualifier inline
- `https://www.equity-rank.com/compare/{TICKER}-vs-{TICKER}` — side-by-side comparison
- `https://www.equity-rank.com/undervalued-{sector}` — sector screens
- `https://www.equity-rank.com/stocks/industry/{slug}` — one page per industry (about 125):
  every covered company in it with its model fair value estimate and margin-of-safety
  differential, plus the industry median. Index: `/stocks/industry`
- `https://www.equity-rank.com/etf/{SYMBOL}` — look-through model valuation of an ETF built
  from the model fair values of its holdings (about 58 funds, e.g. `/etf/SPY`, `/etf/QQQ`).
  Index: `/etf`
- `https://www.equity-rank.com/commodity-analysis/{market}` — a commodity market against its
  own history (5-year and inflation-adjusted ranges, futures curve, ratios), the covered
  stocks whose returns have moved with it, and a dated weekly written note. Index:
  `/commodity-analysis`
- `https://www.equity-rank.com/undervalued-stocks/{YYYY-MM-DD}` — dated weekly archive of the
  covered large companies trading furthest below their model estimates that week (the
  undated URL is the latest week)
- `https://www.equity-rank.com/reports/{YYYY-MM}` — monthly valuation report for the whole
  covered universe (share below model estimate, by sector and size). Index: `/reports`
- `https://www.equity-rank.com/market-valuation` — today's market-wide snapshot: share of
  covered stocks priced below their model estimates, by size and sector
- `https://www.equity-rank.com/fair-value-changes` — the largest week-over-week changes in model
  fair value estimates, with the valuation method that moved most
- `https://www.equity-rank.com/dividend-calendar` — upcoming ex-dividend dates with each
  company's model fair value differential
- `https://www.equity-rank.com/insider-purchases` — recent open-market insider purchases
  (SEC Form 4) at covered companies
- `https://www.equity-rank.com/earnings-calendar` — upcoming earnings dates for covered companies
- `https://www.equity-rank.com/screens/{slug}` — which covered companies meet a classic published
  screen today: `piotroski-f-score`, `graham-number`, `magic-formula` (Greenblatt-style stand-in),
  `low-peg`; each page states the rule, its source and its limits. Index: `/screens`
- `https://www.equity-rank.com/priced-in` — the yearly free-cash-flow growth the current share
  price implies (reverse DCF) for the 100 largest covered non-financial companies
- `https://www.equity-rank.com/market-map` — stock market heat map: the 500 largest covered
  U.S.-listed companies by sector, coloured by model fair value gap or the last day's move
- `https://www.equity-rank.com/lists/{slug}` — model fair values for well-known groups:
  `magnificent-7`, `dow-30`, `largest-50`
- `https://www.equity-rank.com/dividend-income/{TICKER}` — how many shares of a dividend payer it
  takes to receive $100 to $5,000 a month at today's price and dividend rate (e.g.
  `/dividend-income/KO`). Index of ~1,000 U.S. payers with regular dividends: `/dividend-income`
- `https://www.equity-rank.com/portfolio-check` — free, no-account tool: type holdings (optionally
  with share counts) to see each one's model fair value and gap, and the position-weighted
  look-through; nothing entered is stored
- `https://www.equity-rank.com/course` — free 28-day course, "Learn to value a stock": one short
  lesson a day (P/E, free cash flow, DCF, margin of safety, red flags, options basics), each with a
  one-question check; lessons at `/course/{day}-{slug}`, also sent by email on sign-up
- `https://www.equity-rank.com/fair-value-game` — Fair Value Daily: a free daily quiz of five large
  companies, guessing whether each one's model fair value is above or below its price
- `https://www.equity-rank.com/earnings-preview/{TICKER}` — pre-earnings page for large companies
  reporting soon: date, EPS estimate, last 8 reports with the stock's move after each, the
  straddle-implied move, and the model fair value. Index: `/earnings-preview`
- `https://www.equity-rank.com/superinvestors/{slug}` — a well-known fund's latest 13F holdings
  (from SEC EDGAR), each stock next to its model fair value and gap; index `/superinvestors`
  lists the funds and the stocks three or more of them hold; each fund page also shows new,
  exited, added and trimmed positions vs the prior quarter
- `https://www.equity-rank.com/if-you-invested/{TICKER}` — what $1,000 grew to over 1, 3, 5 and 10
  years with dividends reinvested, next to SPY over the same dates, with the worst fall along
  the way and a month-by-month calculator; index `/if-you-invested`

- `https://www.equity-rank.com/is-it-overvalued/{TICKER}` — a one-paragraph answer to "is {company}
  overvalued?" for about 400 large companies: price vs model fair value estimate, whether the gap is
  above, close to (within 10%) or below the model, how many methods agree, and the date read.
  Index: `/is-it-overvalued`
- `https://www.equity-rank.com/dcf-spreadsheet` — free DCF spreadsheet (Excel / Google Sheets),
  blank or prefilled with a real company's reported cash flow, debt and share count, with every
  input sourced; the web DCF calculator at `/tools/dcf-calculator?ticker={TICKER}` loads the same
  inputs
Every data page above except the earnings calendar and market-valuation snapshot (industry,
ETF, commodity, weekly, monthly, fair-value changes, dividend calendar, insider purchases,
peer comparisons, investor screens, priced-in, earnings previews, market map, stock lists, dividend income) is also served as markdown: append `.md` to the path (e.g.
`/stocks/industry/regional-banks.md`, `/etf/SPY.md`) or send `Accept: text/markdown`.
- `https://www.equity-rank.com/tools/{calculator}` — free standalone calculators
- `https://www.equity-rank.com/education/worked-examples/{slug}` — end-to-end worked valuations

For crawler user agents, a request for a ticker that is not in the coverage universe
returns HTTP 404 with `noindex` — Equity Rank does not publish placeholder pages for
securities it does not cover. (Generic HTTP clients receive the application shell;
the 404 signal is definitive on the API endpoint below, which returns HTTP 404 for
uncovered tickers regardless of client.)

## Machine-readable data (API for citation)

- `GET https://api.equity-rank.com/api/stocks/{TICKER}/public` — no auth, JSON.
  Fields include: `company_name`, `sector`, `price`, `consensus_fair_value` (the
  blended model estimate), `mos_pct` (margin-of-safety differential, %),
  `method_agreement_above` / `method_agreement_below` / `method_agreement_total`
  (model dispersion counts), `fundamental_strength_score` / `_grade`,
  `next_earnings_date` / `next_earnings_eps_estimate`, and `last_updated` (the
  nightly recompute stamp — quote it with any figure). Uncovered tickers return
  HTTP 404. All numeric outputs are model estimates under stated assumptions,
  informational only — the qualifiers in "How to cite Equity Rank" apply to API
  figures exactly as they do to page figures.

- Bulk snapshot of the same public fields for every covered security, rebuilt nightly:
  `https://api.equity-rank.com/api/datasets/valuations-latest.csv` (also `.json`, with a
  `meta` block: column dictionary, batch timestamp, terms). Columns are named with their
  qualifiers — `model_fair_value_estimate`, `margin_of_safety_differential_pct`,
  `price_at_last_recompute` (the batch close, not a live quote) — and the file carries
  `ETag` / `Last-Modified`. Free with attribution and a link back; terms at
  https://www.equity-rank.com/terms. Description: https://www.equity-rank.com/developers#dataset

## MCP server (tools for AI assistants)

- `https://api.equity-rank.com/mcp` — Model Context Protocol, Streamable HTTP, stateless,
  no authentication. Add it as a connector in Claude, ChatGPT, Claude Code, Cursor, or any
  MCP client. Four read-only tools: `search` (ticker or company name → covered securities
  with page URLs), `fetch` (readable valuation summary for one ticker with structured
  metadata and the source URL), `get_stock_valuation` (the `/public` payload above), and
  `list_sector_stocks` (a sector's top scored securities, public-safe fields only). Every
  result carries the citation qualifiers from "How to cite Equity Rank" and the
  `last_updated` stamp; the server's initialize `instructions` repeat them. 120 requests
  per minute per IP. Human-readable setup: https://www.equity-rank.com/developers
- Claude Desktop one-click bundle: `https://www.equity-rank.com/equity-rank.mcpb`. OpenAPI 3.1 document
  of the public endpoints (Custom GPT Actions, agent frameworks): `https://api.equity-rank.com/openapi-public.json`.

## Core references

- [Methodology](https://www.equity-rank.com/methodology): how fair value, the Fundamentals Score, SAVE sentiment, and the Innovation Score are computed, including live self-reported factor diagnostics.
- [Worked examples](https://www.equity-rank.com/education/worked-examples): full walk-throughs from filing line items to a model fair value estimate, including a bank and a REIT.
- [Glossary](https://www.equity-rank.com/glossary): definitions for every metric and score the platform publishes.
- [FAQ](https://www.equity-rank.com/faq): scope, data sources, update cadence, and limitations.
- [Free calculators](https://www.equity-rank.com/tools): DCF, reverse DCF, Graham number, WACC, PEG, EV/EBITDA, dividend safety, and others — no account required.
- [Screener](https://www.equity-rank.com/screener): the full scored universe.
- [Blog](https://www.equity-rank.com/blog): research write-ups and methodology explainers.

## Company and legal

- [About](https://www.equity-rank.com/about): who operates the platform, what it is and is not, data sources, update cadence.
- [Pricing](https://www.equity-rank.com/pricing): plans and what each includes.
- [Terms of service](https://www.equity-rank.com/terms)
- [Privacy policy](https://www.equity-rank.com/privacy)
- Operator: Leek Ventures LLC (Missouri), dba Equity Rank. Not a registered investment
  adviser, broker-dealer, or financial planner. No advisory relationship is created by
  reading the site.

## Machine-readable indexes

- [llms-full.txt](https://www.equity-rank.com/llms-full.txt): this file plus the full text of the about, methodology, glossary, FAQ and developers pages, for one-fetch readers
- [Sitemap index](https://www.equity-rank.com/sitemap-index.xml)
- [RSS feed](https://www.equity-rank.com/rss.xml)