Theory A
Visualize Value Investing
Do you feel like you're drowning in numbers and noise?
Whether it's reading through 10-K reports, or poring over analyst ratings, it can feel like you're constantly wading through a sea of data with no end in sight.
Theory A is a value investing financial intelligence platform that saves you hundreds of hours of research each month by visualizing value investing in a way that is intuitive and easy to understand.
Decile Breakdown
Put numbers into context.
By visualizing and contextualizing each value's decile we can see how expensive or cheap each stock relative to each other without having to lookup or memorize tables of data.
A Holistic View
Compare at a glance.
Heatmap visualizations allow thousands of values to be intuitively compared to each other in one single view. Supported values include:
- Price/Earnings Ratio
- Price/Book Ratio
- Price/Sales Ratio
- Price/Cashflow Ratio
- EBITDA/EV Ratio
- Dividend Yield
- Return on Assets
- Profit Margin
One Click Screeners
Get started instantly.
Easily apply and build on pre-existing screens with a single click. Leverage existing heuristics such as:
- O'Shaughnessy Trending Value
- Greenblatt Magic Formula
- Warren Buffett Score
- ERP5
Preview
Sector Comparison
See the forest for the trees.
Compare recent performance of sectors such as Consumer Staples, Healthcare, Real Estate, Communications, Energy, Industrials, Technology, Financials, Materials, and more.
Preview
Deep Dives
Powered by ROIC.ai
Deep dive into 10-K fundamentals powered by ROIC.ai
- Operating Margin
- ROIC
- Plowback Ratio
- Gross Profit
- Balance Sheet Data
- and much more!
Preview
Proven Strategies
Inspired by Wall Street Veterans
Based on the strategies described in the national bestseller "What Works on Wall Street" by James P. O'Shaughnessy.
