The Combined Rank helps you assess how balanced and well-positioned a company is across the three key financial dimensions: safety, growth, and value. A Combined Rank of 75 means the company outperforms 75% of its peers when considering these three aspects together. A high Combined Rank suggests that the company is attractively priced, growing steadily, and financially secure; a compelling combination for long-term investors. On the other hand, a low Combined Rank can reflect weakness in one or more areas. It might indicate a business that is overvalued, not growing, or financially overextended. The Combined Rank gives a snapshot, but it takes individual analysis of each underlying component to truly understand the company’s story.
The Combined Rank is especially helpful when comparing a large number of stocks and needing to quickly separate those worth a closer look from those that don’t meet basic quality thresholds. It brings together three core dimensions, Safety, Growth, and Value, into a single, time-saving signal. This makes it a practical tool for screening, shortlisting investment candidates, or monitoring changes in a company's overall profile over time.
While it’s not intended to replace deeper analysis, the Combined Rank is useful for identifying alignment with your investment style. For example, investors seeking balance and long-term resilience might prioritize stocks that rank well here. Conversely, those focused on specific themes, such as high growth or deep value, can use the Combined Rank to filter out companies that fall outside their risk or return preferences. It's also a great way to ensure diversification within a portfolio. A group of stocks with similar Combined Ranks but different strengths in the underlying components can offer a healthy mix of risk and opportunity.
Changes in the Combined Rank can also act as an early signal. A steady rise may suggest a company is improving across multiple fronts, while a sudden drop might warrant attention, even if the absolute score is still high. Tracking these shifts over time can help investors identify improving companies before the market fully reacts, or spot deteriorating quality early.
Use the Combined Rank to set priorities and spot structural strength, but rely on the individual Value, Growth, and Safety Ranks to understand where that strength is coming from, and whether it aligns with your own strategy.
The Combined Rank is calculated by taking the average of a company’s Safety, Growth, and Value Ranks. Each of these ranks is already based on several detailed metrics, which means the Combined Rank reflects a broad, multi-dimensional evaluation of the company. Obermatt calculates the consolidated Combined Rank by averaging all three individual ranks. This averaging process smooths out distortions that may exist in any single metric, providing a more comprehensive and balanced view.
However, the process doesn't end there. To ensure the score is meaningful, this average is then compared against the averages of other companies in the same group or industry. The result is a relative rank between 1 and 100: the company with the best overall quality compared to its peers receives a Combined Rank of 100. In contrast, the one with the least attractive quality gets a rank of 1. All others fall somewhere in between. This makes the Combined Rank not just a reflection of a company’s quality, but a percentile-based comparison that shows how a stock stacks up in the broader market. In essence, it's a quick and powerful way to understand a company’s quality across multiple dimensions, all at once.
Measures a company's financial stability.
Shows a company's growth potential.
Identifies how good a value the stock is.
Consolidated view across Value, Growth, and Safety.
Measures a company’s financial strength based on debt levels, liquidity, and capital structure. Higher ranks signal lower financial risk.
Tracks how fast a company is expanding across key metrics like revenue, profits, and assets compared to its peers.
Evaluates how attractively a company is priced using valuation metrics like earnings, sales, book value, and dividends relative to competitors.
Provides a balanced score that merges Value, Growth, and Safety Ranks for a well-rounded view of a company's financial performance.
Reflects market perception by analyzing investor behavior and recent stock performance relative to peers.
Offers a holistic rating that combines all key Obermatt Ranks: Value, Growth, Safety, and Sentiment for a comprehensive company assessment.
The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.
