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 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

Second Quarter 2015 Research Providers Award placements:

  1. First Zacks Investment Research (77)
  2. Second McLean Capital and Ford Equity Research (74)
  3. Second Ford Equity Research (74)

About the Research Providers Award

To help you evaluate the quality of the stock research available on, 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.


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