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, representing aggregate, theoretical performance of the Equity Summary Score across all covered stocks.

Firm Sector Performance

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

View Firm Performance Analysis details

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

Fourth Quarter 2013 Research Providers Award placements:

  1. First Thomson Reuters/Verus (79)
  2. Second Ford Equity Research and Zacks Investment Research (73)
  3. Third GMI (63)
This feature is temporarily unavailable.