Every metric maps to points through the tables below (carried over from the original spreadsheet's conversion tab), points sum to a total, and the total maps to a verdict. Data refreshes each weekday after US market close.
Verdict thresholds
The report is ownership-agnostic: HOLD means keep it if you happen to own it (don't add); PASS means don't buy — and sell if you own it. Stock BUYs are ranked: ties at the tenth place all count.
| Stock BUY — the top 10 totals on the board, at ≥ 16 pts (of 32) | 16 |
| Stock HOLD ≥ 16 pts, outside the top 10 | 16 |
| Stock PASS < 16 pts | 0 |
| ETF BUY ≥ 10 pts (of 15) | 10 |
| ETF HOLD 6–9 pts | 6 |
| ETF PASS < 6 pts | 0 |
Analyst grade
Yahoo's Wall-Street recommendation mean (1 = strong buy … 5 = sell) becomes a letter grade; the grade scores as the sheet's Street rating did.
| Mean | Grade | Points |
|---|
| 1.0–1.3 | A+ | 5 |
| 1.3–1.5 | A | 4 |
| 1.5–1.7 | A- | 3 |
| 1.7–1.9 | B+ | 2 |
| 1.9–2.1 | B | 1 |
| 2.1–2.3 | B- | 0 |
| 2.3–2.6 | C+ | -1 |
| 2.6–2.9 | C | -2 |
| 2.9–3.2 | C- | -3 |
| 3.2–3.6 | D+ | -4 |
| 3.6–4.2 | D | -5 |
| 4.2–5.0 | D- | -5 |
1-yr forecast vs price
Yahoo analyst mean 1-year price target, as % above/below today's price.
| From | To | Points |
|---|
| −∞ | -20% | -5 |
| -20% | -15% | -4 |
| -15% | -10% | -3 |
| -10% | -5% | -2 |
| -5% | -0.1% | -1 |
| -0.1% | 0.1% | 0 |
| 0.1% | 5% | 1 |
| 5% | 12% | 2 |
| 12% | 20% | 3 |
| 20% | 35% | 4 |
| 35% | ∞ | 5 |
Previous-year gain
Also scores an ETF's 1-year gain.
| From | To | Points |
|---|
| −∞ | -60% | -5 |
| -60% | -35% | -4 |
| -35% | -18% | -3 |
| -18% | -8% | -2 |
| -8% | -0.1% | -1 |
| -0.1% | 0.1% | 0 |
| 0.1% | 8% | 1 |
| 8% | 18% | 2 |
| 18% | 35% | 3 |
| 35% | 60% | 4 |
| 60% | ∞ | 5 |
5-year gain
Graded on CAGR: 2 ≈ market-like compounding, 5 ≈ 28%+/yr. A 5-yr halving is a −4, not a dip.
| From | To | Points |
|---|
| −∞ | -70% | -5 |
| -70% | -50% | -4 |
| -50% | -30% | -3 |
| -30% | -15% | -2 |
| -15% | 0% | -1 |
| 0% | 35% | 0 |
| 35% | 61% | 1 |
| 61% | 100% | 2 |
| 100% | 150% | 3 |
| 150% | 250% | 4 |
| 250% | ∞ | 5 |
10-year gain (ETFs)
| From | To | Points |
|---|
| −∞ | -40% | -5 |
| -40% | -30% | -4 |
| -30% | -20% | -3 |
| -20% | -10% | -2 |
| -10% | -0.1% | -1 |
| -0.1% | 0.1% | 0 |
| 0.1% | 60% | 1 |
| 60% | 130% | 2 |
| 130% | 220% | 3 |
| 220% | 350% | 4 |
| 350% | ∞ | 5 |
1-yr trend
The sheet's eyeball chart judgment, computed as shape: the share of the year spent above the 40-week moving average. A smooth +30% beats a violent +30% — magnitude already has its own columns. A year that finished in the red caps at WEAK.
| STRONG UPTREND (≥ 97% of weeks) | 5 |
| UPTREND (≥ 90% of weeks) | 4 |
| MOSTLY UP (≥ 75% of weeks) | 3 |
| MIXED (≥ 55% of weeks) | 2 |
| WEAK (≥ 35% of weeks) | 1 |
| DOWNTREND (≥ 0% of weeks) | 0 |
TradingView technical rating
| STRONG BUY | 2 |
| BUY | 1 |
| HOLD | 0 |
| SELL | -1 |
| STRONG SELL | -2 |
Valuation (forward P/E)
Low is cheap, high is priced for perfection; anchored on the large-cap market's ~20× forward multiple. Replaces the sheet's Robinhood buy % — its modern substitute duplicated the analyst grade, and nothing else here ever said 'this is expensive'.
| From | To | Points |
|---|
| 0× | 10× | 5 |
| 10× | 14× | 4 |
| 14× | 18× | 3 |
| 18× | 22× | 2 |
| 22× | 27× | 1 |
| 27× | 33× | 0 |
| 33× | 40× | -1 |
| 40× | 50× | -2 |
| 50× | 65× | -3 |
| 65× | 90× | -4 |
| 90× | ∞ | -5 |