---- STOCKS ----
The Global Evaluation is designed to give a fast and easy yet broadly supported evaluation of a stock. It combines the impression of fundamental and technical elements (valuation, earnings revisions, technical factors, group benchmarking) with the sensitivity rating (Bear Market & Bad News Factor). A better rating in the individual areas leads in the sum to a better Global Evaluation (scoring model).
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---- FUNDS ----
The Global Evaluation is designed to give a fast and easy yet broadly supported evaluation of a fund or ETF. It combines the impression of fundamental and technical elements (Information Ratio, Sharpe, technical factors) with the sensitivity rating (Bear Market & Bad News Factor). A better rating in the individual areas leads in the sum to a better Global Evaluation (scoring model).
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The best possible rating is five green bars
, the weakest rating is one red bar
.
---- INDICES, INDUSTRIES & BENCHMARKS ----
The ratings from theScreener combine the upside rating (stars) based on fundamental and technical criteria with a sensitivity rating based on the behaviour of equities over the last 12 months.
Positions can show 3 Evaluations according to the following matrix:
Since 23/07/2025:

Before 23/07/2025:
