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Research Scorecards

These scorecards evaluate the performance of independent research provider ratings over time individually and in aggregate. Helping you understand and compare historical accuracy of recommendations.

Equity Summary Score Scorecard

Updated monthly —A scorecard, produced by StarMine from Refinitiv, representing aggregate, theoretical performance of the Equity Summary Score across all covered stocks.

Firm Sector Performance

Provided by INVESTARS View Firm Sector Performance details

Updated Daily: Sector–based performance of research firms' recommendations for the last 1, 2, or 3 years.

Firm Performance Analysis

Provided by INTEGRITY RESEARCH

Full quarterly scorecards

Updated Quarterly: Insight on various dimensions of research firms' recommendation performance for the last 1 and 3 years.

Performance of buy/sell recommendations is only one aspect of the research offered on Fidelity.com. Although it is useful to understand a research firm's overall track record, a research firm's performance on any given stock can diverge significantly from the overall performance. There are additional factors beyond performance that any investor should consider in evaluating a research provider, such as the insights provided and the ease with which the research can be used. Performance of recommendations, while important, should not be the only factor an investor considers in evaluating research.

Research Firm Scorecards are provided for informational purposes only, and do not constitute advice or guidance, nor an endorsement or recommendation for any particular research provider. Research Firm Scorecards are provided by independent companies not affiliated with Fidelity Investments.

Research Providers Awards

Provided by INTEGRITY RESEARCH

Fourth Quarter 2022 Research Providers Award placements:

  1. First Ford Equity Research (7.6)
  2. Second Refinitiv/Verus (7.2)
  3. Third Zacks Investment Research (7.1)
Q4 2022 Award Score (PDF)

About the Research Providers Award

To help you evaluate the quality of the stock research available on Fidelity.com, Integrity Research ranks the research firms recommendation performance, giving the Research Providers Award to the highest scoring firms.

The Award scoring system weaves together the different components of recommendation performance into a single score between 0 and 100. To calculate these scores, Integrity Research ranks and weights the following four performance metrics:

  • Buy recommendations for 1-, 2- and 3-year periods
  • Buy-minus-sell recommendations for 1-, 2- and 3-year periods
  • Firm returns within 10 market sectors (Oil & Gas, Basic Materials, Industrials, Consumer Goods, Healthcare, Consumer Services, Telecomm, Utilities, Financials, and Technology)
  • Average holding period of a firm's buy recommendations.

Scores are first ranked against the entire universe of research firms tracked by Investars. Buy and buy-minus-sell recommendation performance is more heavily weighted. Sector and holding period performance is weighted less heavily in the overall score.

RESEARCH INDUSTRY HIGHLIGHTS

Provided by INTEGRITY RESEARCH
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Location Intelligence Data Provider Placer.ai Partners with Exabel
Data Regulators in China, the UK, and Europe Are Making Moves – What Alternative Data Users Should Know
SEC Makes First Charges against Investment Advisers For AI Washing
Expert Networks Continues Meager Growth Led By PE Industry in 2023

RESEARCH FIRM EDUCATION
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