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Browse Helmbeam articles tagged Research Guides.
YoY, QoQ and TTM: how to compare company results without mixing periods
YoY compares a period with a year earlier. QoQ compares consecutive quarters. TTM combines the latest twelve months. Each answers a different question.
How to read a 10-K: where to start and what to investigate next
Start a 10-K with the business, risks and management's explanation. Note what you need to understand, then use the audited financial statements and notes to investigate those questions.
How to read a company's financial statements together
Read the income statement, balance sheet and cash-flow statement as connected views of the same business. Profit describes performance over a period; the balance sheet shows a position at a date; cash flow explains movements in cash during a period.
Best stock-research apps for checking a company and following it over time
Choose a stock-research app around the task you repeat: finding candidates, reading financials, comparing arguments or returning to a company after an update.
Best free stock-research tools: what you can do without a subscription
You can verify disclosures, inspect company financials and build a research record with free tools. Paid subscriptions mainly change access, convenience and scope.
Best free stock screeners: useful filters, limits and upgrade costs
A useful free stock screener gives you candidates you can explain. Check its universe, metric definitions and continuing free limits before relying on the results.
Finviz alternatives for stock screening and company research
The right Finviz alternative depends on what you want to change: geographic coverage, financial depth, portfolio analysis or the way you discover companies. Replacing a screener with a research app can make sense, but only if it still completes your main task.
Seeking Alpha alternatives: research, ratings and stock ideas compared
A Seeking Alpha alternative should replace the part you actually use. Financial tables can replace some data lookups; they do not replace a collection of written investment arguments. A discovery app can help find candidates without reproducing author analysis or Quant ratings.
Simply Wall St alternatives for visual company research
The strongest Simply Wall St alternative depends on why its reports no longer fit your work. You may need more control over financial comparisons, a different way to discover companies or more detailed portfolio analysis. Those needs lead to different products.
Stock Rover alternatives for screening, research and portfolio analysis
A Stock Rover replacement needs to match the task you would miss most. Financial-statement research, flexible screening and portfolio analysis are related, but one tool's strength in one area does not establish that it replaces the others.
TIKR alternatives for company financials and stock research
Choose a TIKR alternative by the work you need to replace: detailed financial comparisons, screening, written analysis or ongoing company research. A simpler interface may be useful, but make sure it does not remove the data or control your question requires.
Finviz vs Stock Rover: screening and company research compared
Finviz is a strong candidate for screening US-listed stocks and scanning the market visually. Stock Rover is a stronger candidate to examine when detailed fundamental screening and portfolio analysis are central to your work. Both support discovery and research; the useful distinction is what you do after a screen produces names.