Educational analysis for growth stocks

Check any growth stock against
one consistent standard.

One model, applied the same way to every company, with the reasoning on the page. It scores growth, quality and value, flags what it detects, and leaves the decision to you.

Coverage across US, UK, and Canadian listings. Educational analysis, not advice.

See the model on a real company
The Pulse

What moved this fortnight, and what the model saw. Published free, every two weeks.

Read the latest issue
The problem

The hard part is not finding a growth story.

Most people who hold growth stocks can name the businesses they like. The hard part is keeping one standard when price runs, when a print looks loud, and when the name you already own quietly gets the benefit of the doubt.

Without a written framework, you are guessing. With a framework you only apply when it flatters the thesis, you are still guessing.

01
You can research one company properly.
You cannot research forty the same way. The fortieth gets a glance and a gut call.
02
Your standard drifts.
The name you already own, or already like, quietly gets the benefit of the doubt.
03
Six months later, the reasoning is gone.
You remember the conclusion. You cannot reconstruct why you reached it.

A consistent standard fixes all three, provided it is written down and applied the same way every time.

How it works

Every company gets the same three questions.

Three questions, asked identically of every company in the universe, producing a score out of ten and a value signal.

01
Is the growth real?
Revenue · Trend · Scale
Revenue, trend, and scale, read as the model's forward growth estimate, not a single quarter's headline.
02
Is the quality good enough to fund it?
Margins · Cashflow · Balance sheet
Margins, cash generation and balance sheet strength, read from GAAP figures rather than adjusted ones. Risk flags and caps constrain the result.
03
Is the price ahead of the story?
Value signal · Enterprise value
The value signal separates a good company from a good entry price. They are not the same judgement, and the model keeps them apart.

The score is the lowest of the caps, not an average. One weak dimension floors the result, and the page tells you which one.

The product

This is the actual page, not a mockup.

Every covered company sits in one sortable, filterable table with its score, its value signal, and its risk flags visible at a glance. Household names included, and not always flattered. Some companies score badly. Some sit Below Threshold because growth does not clear the 10% entry bar. Some are Not Modelled where the model cannot read the sector responsibly on public figures.

Screenshot of the GrowthPicks Universe page showing a filtered, sortable table of technology companies with scores, value signals and risk flags.

The Universe page, filtered to Technology and sorted by revenue. Figures move with the data.

One company

And here is what one company looks like.

Every covered company has a page like this one. The score, what produced it, what capped it, the risk flags, and a plain English read on what the model sees. This one is a household name, and the model is not flattering about the price. The page says so rather than looking for something encouraging to report.

Screenshot of the GrowthPicks Detail page for Dell Technologies showing its score, value signal, score breakdown, growth figures and risk flags.

The Detail page for Dell Technologies. Figures move with the data.

Features

What makes the read honest.

◆
The working is on the page
Every score shows what drove it and what capped it. Nothing is computed behind a curtain, and no output asks you to take it on faith.
↕
A good company is not the same as a good price
The value signal keeps the two judgements apart. A strong company at a stretched price is exactly that, and the page says so in both directions.
◉
It says when it cannot say
Some companies cannot be scored responsibly on public figures. Banks, insurers and commodity price takers among them. Those are marked Not Modelled and left unscored rather than given a number that would look like an answer.
⚑
Risks are detected, not predicted
Five flags on cashflow, debt, dilution, jurisdiction and accounting, raised from reported figures. They describe what is in the accounts. They do not forecast what happens next.

Also included: per company Detail pages, side by side comparison, a weight based Portfolio view, and the full library of Guides, Walkthroughs and Articles.

Pricing

One plan. Full access.

Subscribe for the scored universe, Detail pages, Portfolio and comparison views, the full Pulse companion, monthly Spotlights, and the Guide and Walkthrough library.

GrowthPicks
$14.99/month
or $149/year (save 17%)
✓Full access to the scored universe, every Detail page, the Portfolio and comparison views, the full Pulse companion, monthly Spotlights, and the whole Guide and Walkthrough library.
Subscription access to educational analysis. Not financial advice, and no recommendation to buy, sell or hold any security.
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