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Free Stock Analysis Calculators & Tools
Built for value investors doing their own fundamental research. Every calculator pulls live data from Yahoo Finance — no manual inputs for price, EPS, or revenue. Search any ticker to get intrinsic value estimates, earnings quality scores, and financial health checks in seconds.
Analyze any stock — pick your tool
Basis Report offers 43 free stock analysis tools organized into clear categories. Valuation tools include a DCF calculator, P/E fair value calculator, intrinsic value calculator, and EV/EBITDA calculator. Earnings Quality tools let you run an earnings quality score across five forensic dimensions. The Capital Allocation grader tests whether management is creating or destroying shareholder value. And Portfolio tools cover dollar-cost averaging, DRIP compounding, and side-by-side stock comparison.
Every calculator is built for retail investors doing their own fundamental analysis. Search any US-listed ticker and the tool auto-fills with live financial data — free cash flow, EPS, shares outstanding, and current price. You adjust the assumptions; the tool does the math and gives you a plain-English verdict. No spreadsheet setup, no Bloomberg terminal, no financial modeling experience required.
All 43 tools are completely free — no signup, no credit card, no usage limits. Basis Report makes money from premium AI-generated equity research reports, not from gating calculators behind a paywall. The tools exist to help you do better research, and if you want a deeper dive on any company, you can generate a full report.
How it works
- 1Pick a tool for your question
Estimating intrinsic value? Use the DCF calculator. Checking if a P/E multiple is rich or cheap? Use the PE tool. Worried about earnings quality? Run the scorer.
- 2Search a ticker — data auto-fills
Type any US-listed ticker and the tool populates live free cash flow, EPS, share count, and current price. No spreadsheet setup needed.
- 3Adjust assumptions, share your analysis
Every assumption you change recalculates instantly. When you're done, copy the unique URL — it encodes your exact inputs so anyone can see your reasoning.
Start Here — Most Used
Which tools should you use?
Enter a ticker and we'll recommend the most relevant calculators based on live financial data.
Valuation Calculators
Calculate intrinsic value using DCF, comparable company multiples, Graham's net-net formula, or reverse-engineer the growth rate the market is already pricing in.
DCF Calculator
What is this business actually worth?
Build a discounted cash flow model in 2 minutes. Search any ticker for live data, or enter your own assumptions. Get intrinsic value per share, margin of safety, a sensitivity table, and a plain-English verdict.
- Ticker search — live FCF, price, shares
- Sensitivity table across growth + discount rates
- Margin of safety bar
- Shareable valuation links with custom OG cards
P/E Fair Value Calculator
Is the market paying the right price for earnings?
Enter EPS and a target P/E multiple to calculate fair value. Compare to the stock's 5-year historical average P/E, sector median, and earnings yield vs. the 10-year Treasury. PEG ratio included.
- Fair value vs current price
- Historical P/E context
- PEG ratio (Peter Lynch's screen)
- Earnings yield vs risk-free rate
EV/EBITDA Calculator
What would an acquirer pay for this business?
Calculate enterprise value and the EV/EBITDA ratio for any stock. Get an EV breakdown table, sector median comparison with premium/discount verdict, and an EBITDA sensitivity table.
- Enterprise value breakdown
- Sector median comparison
- Premium/discount verdict
- EBITDA sensitivity table
Intrinsic Value Calculator
Is this stock undervalued? Three methods, one answer.
Calculate intrinsic value using simplified DCF, Graham Number, and Earnings Power Value — side by side. Enter a ticker for live data, or input your own fundamentals. Get a plain-English verdict with margin of safety.
- Three methods compared side by side
- Ticker search — auto-fill EPS, book value, FCF
- Plain-English undervalued/overvalued verdict
- Margin of safety indicator
PEG Ratio Calculator
Is this P/E justified by growth?
Calculate the PEG ratio for any stock with live ticker data. See if the P/E is justified by earnings growth, with a fair value estimate at PEG=1 and a clear verdict badge.
- Ticker search — auto-fill P/E and growth rate
- Fair value at PEG = 1
- Peter Lynch's growth screen
- Verdict badge: cheap / fair / rich
Price-to-Sales Calculator
Is the market paying too much per dollar of revenue?
Calculate P/S ratio for any stock. Compare against sector medians, see EV/Sales, revenue per share, and get a valuation verdict. Useful for pre-profit or high-growth companies.
- Ticker search — auto-fill revenue & price
- P/S vs sector median comparison
- EV/Sales for capital-structure-neutral view
- 3-year revenue CAGR context
Market Valuation Dashboard
Is the market overvalued? Live PE, earnings yield, and risk premium gauges.
Check whether the US stock market is overvalued or undervalued right now. See the S&P 500 trailing PE, earnings yield vs 10-year Treasury, forward PE, and an overall verdict — updated hourly.
- S&P 500 trailing PE vs 25-year median
- Earnings yield vs Treasury spread
- Forward PE vs trailing PE signal
- Overall cheap/fair/expensive verdict
Graham Number Calculator
What price would Ben Graham pay for this stock?
Calculate the Graham Number — Benjamin Graham's ceiling price formula — for any stock. Search a ticker to auto-fill EPS and book value, or enter your own. Get an instant margin of safety and undervalued/overvalued verdict.
- Ticker search — auto-fill EPS & book value
- Graham Number formula explained
- Margin of safety vs current price
- Undervalued / overvalued verdict
Reverse DCF Calculator
What growth rate is the market pricing in?
Back-solve the DCF: given today's stock price, what FCF growth rate must the market expect? Search any ticker for live data, then see if that implied growth rate is realistic or already priced for perfection.
- Implied growth rate from current price
- Ticker search — auto-fill FCF, shares, WACC
- Is the implied rate realistic? Plain-English verdict
- Sensitivity table across discount rates
S&P 500 Sector P/E Dashboard
Which sectors are cheap — and which are expensive?
Compare P/E ratios across all 11 S&P 500 sectors vs. their 5-year averages. See at a glance which sectors trade at a premium or discount to history. Updated hourly.
- All 11 GICS sectors covered
- Current P/E vs 5-year average
- Premium/discount verdict per sector
- Updated hourly with live data
Comparable Company Analysis
How does this stock's valuation compare to sector peers?
Compare any stock against sector peers on P/E, EV/EBITDA, P/S, margins, and growth. Auto-populates from Yahoo Finance. Free, no signup required.
- Peer comparison on 8+ valuation multiples
- Ticker search — auto-populate sector peers
- Premium/discount vs peer median
- Margins and growth side by side
Owner Earnings Calculator
What does Buffett's owner earnings say about this stock?
Calculate Warren Buffett's owner earnings for any stock. Auto-fills from Yahoo Finance. See owner earnings yield vs FCF yield and reported EPS. Free.
- Ticker search — auto-fill from financials
- Owner earnings vs reported EPS
- Owner earnings yield calculation
- Comparison to FCF yield
P/E Ratio History Chart
Is this stock cheap or expensive vs. its own history?
See any stock's 7-year P/E ratio history vs. its own average, with NBER recession shading. Auto-populates from Yahoo Finance. Spot whether a stock is cheap or expensive vs. its historical valuation.
- 7-year historical P/E chart
- Current vs historical average comparison
- NBER recession period shading
- Ticker search — auto-populate
Dividend & Income Tools
Project dividend income, model DRIP compounding over 5–30 years, compare dollar-cost averaging vs. lump sum, and calculate total return with reinvested dividends.
DRIP Calculator
How much more do you earn by reinvesting dividends?
Compare portfolio growth with vs without dividend reinvestment over 5-30 years. Add monthly contributions, adjust dividend growth, and see the compounding snowball effect year by year.
- DRIP vs cash dividends side-by-side
- Year-by-year compounding table
- Monthly contribution support
- Presets for KO, JNJ, PG, SCHD
Dividend Yield Calculator
What does this stock actually pay in income?
Calculate trailing and forward dividend yield, payout ratio safety, and projected annual income at any investment amount. Compare yield to the S&P 500 and 10-year Treasury.
- Trailing & forward yield with live data
- Payout ratio safety gauge
- Income projection at $1K–$100K
- Yield on cost for buy-and-hold
Stock Return Calculator
What would your investment be worth today?
Enter a ticker, investment date, and amount to see total return including dividends. Compare against the S&P 500 over the same period.
- Total return with dividends reinvested
- Annualized return (CAGR)
- Comparison vs S&P 500
- Any US-listed ticker
DCA Calculator
Would dollar-cost averaging have beaten lump sum?
Calculate DCA returns with real historical stock prices. Compare dollar cost averaging vs lump sum investing for any ticker over any time period.
- Real historical prices — not simulated
- DCA vs lump sum side-by-side
- Monthly or weekly contribution frequency
- Any US-listed ticker
DDM Calculator
What is this dividend stock intrinsically worth?
Value any dividend-paying stock using Gordon Growth Model or Two-Stage DDM. Search a ticker to auto-fill yield, payout ratio, and dividend growth rate. Get intrinsic value and margin of safety.
- Gordon Growth and Two-Stage DDM
- Ticker search — auto-fill dividend data
- Intrinsic value and margin of safety
- Sensitivity table across growth rates
Average Down Calculator
What's your new cost basis after averaging down?
Calculate your new average cost when averaging down on a stock. Instantly see your break-even price and total capital at risk.
- New average cost per share
- Break-even price calculation
- Total capital at risk summary
- Multiple lot support
Profitability & Financial Health Tools
Measure ROIC vs. WACC spread, free cash flow quality, leverage, profit margins, and bankruptcy risk — the numbers that separate durable businesses from fragile ones.
Free Cash Flow Calculator
Does this company generate real cash?
Enter any ticker to see free cash flow, FCF margin, FCF yield, FCF per share, and a 5-year trend. Auto-pulled from financial data. One click hands off to our DCF calculator.
- FCF, margin, yield, per share — instantly
- 5-year FCF trend with sparkline
- Color-coded verdict (generator vs burner)
- Hand off to DCF calculator with one click
ROIC Calculator
Is this company creating or destroying value?
Calculate return on invested capital for any stock. Auto-populated from financials. See ROIC vs WACC spread — the Buffett test for value creation. Includes 5-year ROIC trend.
- Ticker search — auto-fill EBIT, equity, debt, cash
- ROIC vs WACC spread with verdict
- Color-coded value creator / destroyer
- Historical ROIC trend table
ROE Calculator
Is high ROE from profitability or leverage?
Calculate return on equity with DuPont 3-factor decomposition. See profit margin, asset turnover, and equity multiplier — the three drivers of ROE. Sector median comparison included.
- Ticker search — auto-fill net income & equity
- DuPont 3-factor decomposition
- Sector median ROE comparison
- 5-year ROE trend table
Debt-to-Equity Calculator
How leveraged is this company?
Calculate the debt-to-equity ratio for any ticker. Auto-populated from live balance sheet data. See how leverage compares to the sector median and whether the company can service its debt.
- Ticker search — auto-fill debt & equity
- D/E ratio with sector context
- Interest coverage ratio
- 5-year leverage trend
Interest Coverage Ratio Calculator
Can this company service its debt?
Calculate interest coverage ratio for any ticker. Live EBIT and interest expense from Yahoo Finance. See a 4-quarter trend and a plain-English risk verdict — Strong, Adequate, or Risky.
- Ticker search — live EBIT & interest data
- ICR with Strong / Adequate / Risky verdict
- 4-quarter quarterly trend table
- Plain-English sentence + DCF & D/E links
Profit Margin Calculator
Is this company's pricing power holding up?
Calculate gross, operating, and net profit margins for any stock. Auto-populated from financial data. Compare to sector medians with 5-year trend analysis and a declining/expanding verdict.
- Gross, operating, and net margin — all three
- Sector median comparison with verdict
- 5-year margin trend chart
- Color-coded compression or expansion signal
WACC Calculator
What discount rate should you use in a DCF?
Calculate the weighted average cost of capital for any company. Search a ticker to auto-populate market cap, debt, and beta. Get cost of equity via CAPM and use the result as your DCF discount rate.
- Ticker search — auto-fill beta, debt, market cap
- Cost of equity via CAPM
- Visual equity vs debt weight breakdown
- One-click 'Use in DCF →' handoff
Share Dilution Calculator
Is equity compensation eating your returns?
Calculate the dilutive impact of options, warrants, and convertibles on EPS and ownership. See SBC-to-revenue ratio, net dilution after buybacks, and whether management is offsetting dilution. Live ticker data.
- Diluted share count and EPS impact
- SBC-to-revenue ratio (compensation discipline)
- Net dilution after buybacks
- 5-year share count trend
Altman Z-Score Calculator
Is this company at risk of bankruptcy?
Calculate Altman Z-Score for any public company. Instant bankruptcy risk analysis using balance sheet data — Safe, Grey, or Distress zone verdict.
- Ticker search — auto-fill balance sheet data
- Safe / Grey / Distress zone verdict
- Z-Score formula with component breakdown
- 5-factor model explanation
Screening & Analysis Tools
Score earnings quality, track EPS surprise history, grade capital allocation decisions, and screen for undervalued stocks — all pulling live data so you spot red flags before they hit the price.
Earnings Quality Scorer
Are these earnings real — or manufactured?
Score earnings quality on 5 dimensions: FCF coverage of net income, accruals ratio, AR growth vs. revenue (channel stuffing screen), gross margin stability, and capex intensity. Get an A–F grade with a red flags panel.
- FCF-to-net-income ratio
- Sloan accruals screen
- AR growth vs revenue check
- Overall grade with breakdown
Capital Allocation Grader
Is management creating or destroying value?
Grade how a company deploys its cash across 5 dimensions: ROIC vs WACC, buyback quality (do they buy cheap or expensive?), dividend coverage, R&D efficiency, and M&A goodwill track record.
- ROIC vs WACC spread — value creation test
- Net buyback yield (after equity comp)
- Dividend FCF coverage ratio
- Goodwill/assets M&A track record
Stock Split Calculator
What happens to my shares after a split?
Calculate your new share count and adjusted cost basis after any forward or reverse stock split. Includes a recent notable splits table and tax FAQ.
- Forward & reverse split support
- Cost basis adjustment for taxes
- Before/after value comparison
- Recent notable splits table
CAGR Calculator
Is this company actually growing?
Enter any ticker to see revenue, net income, FCF, and stock price CAGR across 1, 3, 5, and 10-year periods. Cross-metric verdict surfaces margin compression and growth divergences.
- Ticker lookup — auto-fill all metrics
- Revenue, Net Income, FCF, Stock Price CAGR
- Color-coded growth rates with verdict
- Doubling time via Rule of 72
Tariff Impact Calculator
How much does a tariff hit this stock's EPS?
See the dollar and percent EPS hit on any stock from import tariffs. 10 pre-loaded scenarios (AAPL, NKE, DE, F, GM…) with sliders for import share, tariff rate, and passthrough to customers.
- 10 pre-loaded tariff-exposure chips
- Live revenue, COGS, shares, EPS auto-fill
- Side-by-side before/after P&L
- Implied P/E at new EPS
Earnings Calendar
When do your holdings report — and are they ready?
Track upcoming earnings dates for 50+ stocks. See expected EPS, prior results, BMO/AMC timing, and run an earnings quality score before any company reports. Countdown to next mega-cap report.
- 50+ most-watched stocks
- Expected EPS vs prior quarter
- Countdown to next report
- Earnings Quality Score link per ticker
Stock Comparison Tool
Which stock wins on fundamentals?
Compare 2-3 stocks side by side on 12 fundamental metrics — P/E, EV/EBITDA, ROE, FCF yield, margins, and more. Instant verdicts on valuation, profitability, and balance sheet.
- Side-by-side fundamental comparison
- 12 metrics across valuation, profitability, balance sheet
- Instant verdicts per category
- Any US-listed ticker
Undervalued Stocks Screener
Which S&P 500 stocks trade below intrinsic value?
See which S&P 500 stocks trade below intrinsic value. Ranked by margin of safety using DCF, Graham Number, and EPV models. Updated weekly.
- DCF + Graham + EPV margin of safety
- S&P 500 coverage, updated weekly
- Filter by sector
- One-click deep dive into any ticker
Stock Average & Cost Basis Calculator
What is your average cost per share?
Enter multiple buy lots to calculate your weighted average cost per share, total position size, and unrealized P&L against the live market price. Includes a FIFO vs LIFO vs specific identification guide for tax reporting.
- Multiple lot entry with commissions
- Weighted average cost per share
- Unrealized P&L with live price
- FIFO vs LIFO tax guide
Rule of 40 Calculator
Is this SaaS company growing efficiently?
Calculate the Rule of 40 score for any SaaS stock — the sum of revenue growth rate and FCF (or profit) margin. Score ≥ 40 is healthy. Search a ticker or enter your own numbers. Includes SaaS peer benchmarks.
- Ticker search — auto-fill revenue growth & FCF margin
- Score vs 40 threshold with verdict
- SaaS peer benchmark comparison
- Growth vs profitability tradeoff chart
Earnings Surprises Leaderboard
Who beat — and who missed — this earnings season?
See this week's biggest earnings beats and misses ranked by EPS surprise %. Sortable by estimate vs actual EPS, 1-day stock price reaction, and report date. Updated each reporting season.
- Ranked by EPS surprise %
- 1-day stock reaction for each surprise
- Beat vs miss streaks
- Sortable by surprise, reaction, or date
Piotroski F-Score Calculator
Does this company pass Piotroski's 9-signal health screen?
Calculate the Piotroski F-Score for any public stock. 9-signal financial health screen covering profitability, leverage, and efficiency. Auto-fills from Yahoo Finance. Free.
- 9 signals: profitability, leverage, efficiency
- Ticker search — auto-fill from financials
- Score 0–9 with strong/neutral/weak verdict
- Signal-by-signal breakdown
AI Capex Screener
Which AI infrastructure stocks spend the most on capex?
Screen 60 AI infrastructure stocks by capex intensity, YoY spend growth, and AI revenue purity. Filter by semiconductors, cloud, power, networking. Free.
- 60 AI infrastructure stocks ranked
- Capex intensity and YoY growth
- Filter by semiconductors, cloud, power, networking
- AI revenue purity scores
Should I Sell This Stock?
Get a HOLD, TRIM, SELL, or REASSESS verdict in 60 seconds.
Answer 5 questions and get a HOLD, TRIM, SELL, or REASSESS verdict with rationale. Covers thesis integrity, valuation, concentration, earnings quality, and P&L. Free.
- 5-question structured sell decision framework
- HOLD / TRIM / SELL / REASSESS verdict
- Covers thesis, valuation, concentration, quality
- Plain-English rationale with each verdict
NCAV / Net-Net Stock Calculator
Does this stock trade below Benjamin Graham's liquidation value?
Calculate Net Current Asset Value (NCAV) for any stock. Graham's net-net screen: if the stock trades below NCAV, you may be buying the business for less than its liquidation value. Auto-fills from Yahoo Finance.
- NCAV = current assets minus all liabilities
- Ticker search — auto-fill from balance sheet
- Net-net verdict vs current price
- Margin of safety to Graham liquidation value
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Live data, not blank forms
Search any US-listed stock and the tool auto-populates with real free cash flow, shares outstanding, and current price. You adjust; the tool does the math.
Teaches while you model
Every input has a contextual explanation. Every assumption triggers a warning if it's unrealistic. You learn what a good discount rate is by seeing why a bad one changes the answer.
Ranges, not false precision
No tool gives you a single "correct" intrinsic value. Each tool shows a range — sensitivity tables, scenario comparisons, bull/bear/base cases. Robust theses hold across a range of assumptions.
Shareable results
Every analysis produces a unique URL with a custom preview card. Share your Apple DCF on X and the link shows exactly what you found — company name, intrinsic value, margin of safety.
Frequently asked questions
What are the best free stock analysis tools?
Basis Report offers 43 free stock analysis tools. The most popular are the DCF calculator for intrinsic value estimates, the P/E fair value calculator for relative valuation, the earnings quality scorer for forensic earnings analysis, and the capital allocation grader for evaluating management decisions. All tools auto-fill with live market data when you search a ticker.
Are Basis Report tools really free?
Yes — every tool on Basis Report is completely free. No signup, no credit card, no usage limits. Basis Report generates revenue from premium AI-powered equity research reports, not from gating calculators behind a paywall. The tools are free because they help investors do better fundamental analysis.
How many stock analysis tools does Basis Report have?
Basis Report currently has 43 free stock analysis tools spanning valuation (DCF, P/E, EV/EBITDA, intrinsic value, PEG ratio, P/S ratio), earnings quality, capital allocation, portfolio planning (DCA, DRIP, stock comparison), and financial health (ROIC, FCF, debt-to-equity, profit margins, WACC). New tools are added regularly.
What is a DCF calculator?
A DCF (Discounted Cash Flow) calculator estimates a stock's intrinsic value by discounting projected future cash flows at the cost of capital.
How do I calculate stock intrinsic value?
Enter a ticker in Basis Report's DCF calculator — it auto-populates free cash flow, growth rate, and WACC from live data, then outputs fair value vs current price.
What is ROIC and why does it matter?
Return on Invested Capital (ROIC) measures how efficiently a company generates profit from capital. ROIC above WACC signals economic value creation.
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