Free Fundamental Analysis Tools for Long-Term Investors?

You've come to the right place. Hi! I'm David, the founder of Stock Investor IQ. With over 20 years of experience as a passionate long-term investor, focusing on quality compounders bought at a fair price, I'm committed to understanding the markets and the power of compounding wealth.

Meet the Founder: David

My journey combines a deep passion for investing with professional expertise. I hold a Bachelor of Economics (majoring in Mathematics and Statistics) and a Master of Applied Finance. Professionally, I lead a Data & Analytics team at a financial institution. This background in finance, data analysis, and technology provided the foundation for developing the sophisticated tools offered here.

Recognizing the need for better resources in my own investing, I dedicated significant personal time to acquire and hone the skills necessary to build Stock Investor IQ, drawing inspiration from rigorous quantitative analysis and the timeless wisdom of investors like Buffett, Munger, Lynch, and Pabrai.

Why Stock Investor IQ Was Created

This platform was born directly from my own investing challenges. While balancing a demanding full-time job and family life, I found navigating the vast world of global stocks incredibly time-consuming. Like many investors, I often felt I was missing opportunities.

Specifically, I struggled to easily screen for companies with consistent 10-year ROIC > 15%. I also found that most existing Intrinsic Value calculators required tedious manual sourcing and entry of financial data. Similarly, many Reverse DCF tools available online weren't automated web applications, often relying on manual data input via spreadsheets, which defeated the purpose of saving time. Crucially, these tools rarely provided the necessary historical fundamental metrics directly alongside the calculation for immediate context and comparison of the implied growth rate.

Frustrated by these limitations, I started building my own tools focused specifically on the metrics vital for long-term success, such as multi-year Cash Return on Invested Capital (CROIC), Free Cash Flow margins (FCF Margin), and FCF growth. My goal was to automate the process of calculating intrinsic value, screening globally based on fundamental criteria, and easily monitoring the core metrics of my portfolio over time – all to save precious time.

Recognizing that many other investors likely faced similar frustrations, I developed these personal tools into Stock Investor IQ – a comprehensive platform designed by a long-term investor, specifically for long-term investors. My aim is to give you powerful, yet intuitive tools that help you invest smarter, completely free of charge.

Our Mission: Simplifying Your Investment Journey

At Stock Investor IQ, our mission is to empower investors worldwide. We do this by providing accessible, high-quality tools and resources that simplify fundamental analysis and the entire investment process. Our goal is to help you make more informed decisions and confidently pursue your financial goals – without the usual barriers of complexity or high cost.

The Stock Investor IQ Advantage: Tools Built for Serious Investors

We believe sophisticated, data-driven analysis shouldn't be exclusive or expensive. Here’s what makes Stock Investor IQ uniquely valuable:

• Truly Free Access: All our powerful analysis tools are 100% free. No trials, no hidden fees.
• Long-Term Perspective: Utilize 5 and 10-year historical metrics to evaluate business track records and sustainability – crucial for long-term conviction.
• Focus on Profitability That Matters: Leverage key metrics like ROIC, ROCE, and CROIC, often missing elsewhere, to gauge true business performance and reinvestment potential.
• Emphasis on Real Cash Flow: Prioritize free cash flow (FCF) metrics for a clearer view of financial health, less prone to accounting adjustments than reported earnings. (We focus on FCF as it represents the actual cash available to the business and its owners).
• Global Market Coverage: Access data from numerous worldwide exchanges (>35,000 stocks), expanding your investment horizons.
• Designed for Efficiency: Save valuable research time with intuitive dashboards, pre-set screeners, fast data loading, and our automated Intrinsic Value & Reverse DCF calculators (which minimize manual data entry and provide historical context, unlike many spreadsheet tools).
• Flexible Data Export: Easily filter, customize, copy, and paste data using the All-in-One Excel Screener for your own deeper analysis.
• Reliable & Frequent Data: Financial data is sourced from Financial Modeling Prep and updated frequently (approx. every 3 hours) to ensure timeliness.

Proof in Performance: Validating the Approach

I use Stock Investor IQ tools daily for my own investing, driven by my philosophy of finding quality compounders at fair prices. They are integral to how I screen stocks, review financials, and assess value. The effectiveness of this fundamentally driven, long-term approach, supported by these tools, is reflected in my portfolio's performance.

You can track my portfolio's progress on the site. This reflects my actual personal holdings and trades, using the Time-Weighted Return (TWR) method. Since its inception (June 2022) through April 2025, it has achieved an annualized return of 29.5% (including dividends), significantly outpacing the MSCI All Country World Index total return of 14.6% over the same timeframe.

Recognized by the Community

We're proud that the unique value of Stock Investor IQ's tools has been recognized and utilized by members of the investment community, including financial YouTubers and contributors on platforms like Seeking Alpha.

Explore Our Suite of Free Investing Tools

Ready to elevate your investment analysis? Stock Investor IQ offers a focused set of powerful tools designed to work together:

• Stock Screeners: Efficiently sift through thousands of global stocks to find companies meeting your specific fundamental criteria.
• Stock Analysis Dashboard: Quickly visualize a company's key financial metrics, profitability trends, and valuation ratios.
• Intrinsic Value Calculator: Estimate a stock's potential underlying worth based on discounted cash flow (DCF) analysis.
• Reverse DCF Calculator: Decode the market's current expectations by seeing what growth rate is implied by the stock price.
• Financial Freedom Calculator: Model different investment scenarios to plan and track your journey towards your long-term financial goals.

Start using these powerful, free tools today and see the difference they can make in your investment process!

Learn and Grow with Us

Investing is a journey of continuous learning. Our guides draw inspiration from the practical wisdom of legendary investors. Our Learn section offers articles and guides to support your growth, covering key concepts such as:

• The fundamentals of Stock Investing for Beginners.
• Timeless principles of Value Investing.
• Understanding and applying valuation methods like Discounted Cash Flow (DCF) Analysis and distinguishing Intrinsic Value vs Market Value.
• Analyzing company performance through metrics like Return on Capital and evaluating the power of Founder-Led Companies.
• Exploring different investment strategies, including Active vs. Passive Investing, Trading vs. Investing, and Dollar-Cost Averaging.
• Gaining insights from Cloning Super Investor Strategies and understanding Why Most Mutual Funds Underperform.
• Comparing asset classes like Stocks vs. Real Estate and understanding Why Stocks Offer Strong Long-Term Returns.

We're committed to helping you become a more knowledgeable and confident investor.

Happy investing!

David
Founder, Stock Investor IQ
B.Econ (Maths/Stats), M.AppFin

P.S. Have questions or feedback? Don't hesitate to reach out via our Contact page.

Disclaimer: Financial data is provided by Financial Modeling Prep. While we prioritize accuracy, data cannot be guaranteed error-free. Please always conduct your own thorough due diligence before making any investment decisions. Stock Investor IQ provides tools for analysis, not financial advice.