Obermatt research on 6,500 stocks in almost 100 markets.
Obermatt covers over 6,500 stocks, in all sectors and in almost 100 stock markets. These include the stock indexes from the following countries: Argentina, Australia, Austria, Belgium, Bermuda, Brazil, Canada, China, Colombia, Czech Republic, Denmark, Egypt, Finland, France, Germany, Greece, Hong Kong, Hungary, India , Indonesia, Ireland, Israel, Italy, Japan, Korea, Liechtenstein, Luxembourg, Malaysia, Mexico, Netherlands, New Zealand, Norway, Poland, Portugal, Russia, Singapore, South Africa, Spain, Sweden, Switzerland, Taiwan, Thailand, Turkey, United Arab Emirates, United Kingdom and the United States of America.
If you cannot find a stock, please let us know.
In addition to traditional stock indices by region and country, Obermatt also provides markets defined by, for example, social, environmental and corporate governance criteria. These categories are called Investment Themes. Each Category has a specific stock focus, such as a common Investment Theme that all stocks in the category share. Obermatt is unique in its ability to identify all stocks in each Investment Theme, free of charge.
The key financial metrics for investment decisions
The three most important aspects of an investment decision for stocks are price, safety, and expectations for the future.
The stock price is important because no matter how good a stock is, it will have meager returns if the purchase price is too high. At Obermatt, price is measured with the Value rank. Safety is important because evaluations are always associated with uncertainties and unexpected events can occur in the future. The stock's safety is measured by the Obermatt Safety rank.
We cannot predict the future. In addition, a large part of the general expectations for the future is already included in the share price. Obermatt limits its analysis to past performance and measures the operational performance of the company with the Growth rank. The Obermatt CEO of the Year rankings are assessed in the same way.
Top 10 quality standards
These criteria must be met to appear in the Obermatt Top 10 lists:
- The Obermatt stock rank must be above 50, except if there are fewer than 5 stocks
- The value rank and the combined rank must be based on data as per the date of publication
- The reporting period of the growth and safety ranks must not be older than nine months
- For most markets, the size of the company must exceed "Large"
- Sectors where balance sheet and profit & loss statement are difficult to compare, are excluded.
The quality standards we have chosen ensure that investors, who follow the Obermatt Investing Handbook, can rely on the stocks from these lists. If fewer than 10 stocks meet the above criteria, there will be less than 10 stocks in the Obermatt Top 10 list.
Company sizes and stock size classes
Obermatt covers most publicly traded stocks worldwide. Based on market capitalization, invested capital, profits, sales volume and number of employees, Obermatt categorizes stocks into the following size classes:
"X-Small" and "Small"
A little more than 50% of all companies are classified X-Small or Small
"X-Large" and "XX-Large"
A little more than 10% of all companies are categorized as "X-Large" or "XX-Large"
"Medium" and "Large"
All remaining companies
Obermatt has introduced size categories to make it easier for investors to understand the size of the company.