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Research Firm: CFRA
- Methodology Analyst Driven, Quantitative Model Driven
- Approach Fundamental Analysis
- Equity Style Growth
- Report Types Market, Sector, Industry, Stock
What's Provided on Fidelity.com?
INDUSTRY SURVEYS
CFRA's Industry Surveys provide investors with deep insights into 42 US and 10 International industries. With broad fundamental overviews, recent performance statistics and analysis of trends, Industry Surveys supply all the facts for anyone who needs to quickly identify an industry's key drivers.
- The Industry Performance section focuses on critical financial metrics such as revenue and earnings growth, balance sheet characteristics, valuation, and related capital market activity.
- The Industry Profile section contains additional key ratios, statistics, and the "How to Analyze the Industry" section to enable a deep-dive overview of each industry.
- The Surveys track entire sectors and industries of the S&P 500, which are aggregated and index weighted according to the Global Industry Classification Standards (GICS).
SECTOR WATCH
CFRA's Chief Investment Officer tracks market-leading sectors, analyzes how sectors perform under certain market conditions, and more. The Sector Watch publication is updated the first trading day of each week.
SECTOR METHODOLOGY
Please review the following link to the CFRA Recommended Sector Weightings methodology document.
CFRA is one of the world's largest providers of independent investment research. Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results.
CFRA's global research team of 75 analysts critically evaluates industries, funds and companies of interest to help over 2,000 clients, including the world's leading institutional investors, wealth advisors, corporations, academics and governments, to make sound investment and business decisions.
Founded in 1994, CFRA is privately held with offices in or near New York, London, Hong Kong, Kuala Lumpur, Charlottesville, Denver, and Washington, D.C. In October 2016, CFRA acquired and has since fully integrated the Equity and Fund Research business from S&P Global.
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