Help & glossary
Moatly turns any stock into an instant, institutional-style research report. This page explains every section, score and symbol you'll see.
⚠️ Moatly is an informational research tool — not investment advice. Nothing here is a recommendation to buy or sell. Always do your own research.
🧭 The sections▾
Dashboard / Search
Find any company by name or ticker for the full report. Type an exact symbol that's new (e.g. a fresh IPO) and open it to pull it in live.
★ Quality Growth
A screener that ranks the highest-quality compounders. Filter by sector, ROIC, momentum, and more; add names to your watchlist.
🔍 Screener
Build your own screen over the whole universe — combine any filters (sector, composite, ROIC, P/E, dividend yield, upside…) and sort. Unopinionated, unlike Quality Growth.
⚡ Tactical
Four views — Monthly Review (Add/Hold/Reduce/Exit), Sector Rotation, AI Supply Chain, and Dips (quality on a pullback in healthy sectors).
💼 Portfolio
The stocks you actually own — enter shares + average cost and see live P&L, weight, sector allocation and projected dividend income.
⚖️ Compare
Put 2-6 companies side by side on every key metric; the best value in each row is highlighted. The company page also shows an automatic sector-peers comparison.
Watchlist
Companies you track, with live price, fair value and score.
Alerts
Triggered events on your names — entry zones, cluster buys, inflections.
Analysts
Leaderboard of which research firms' price targets actually played out.
🐋 Superinvestors
What legendary investors (Buffett, Burry, Ackman, Li Lu…) hold — from their latest disclosed portfolios. See new buys, adds, trims, exits, and which gurus own any stock.
Briefing
An optional pre-market email summary of your watchlist + the market (off by default).
📄 The company report▾
Scorecard
Top card: the verdict, composite score and the four pillar bars at a glance.
Price chart
A 12-month price line under the scorecard — green if up / red if down over the period.
1 · Overview
Market cap, sector, employees and what the business does.
2 · Financial Analysis
Revenue, EPS, free cash flow and margins for 5 years, plus growth rates.
3 · Valuation
What the stock is worth — multiples, DCF and Graham number; the median is the fair value.
4 · Quality
Returns (ROIC/ROE), margins and debt — how good and how safe the business is.
5 · Technical
Price trend, RSI, moving averages, support/resistance and strength vs the market.
6 · Bull / Bear
The strongest points for and against owning it.
7 · Wall Street
Analyst consensus and individual broker price targets.
8 · Institutional
Big funds and company insiders — who's buying or selling.
9 · Dividends
Yield, payout, growth streak and a dividend safety score.
10 · Outlook
Bull / base / bear 5-year scenarios with probabilities.
11 · Portfolio Fit
What kind of role this stock could play in a portfolio.
12 · Final Verdict
Action thresholds — buy below, hold range, sell above.
13 · Guidance
Earnings calendar, beat history and next-year EPS estimates.
14 · News
Recent headlines with a sentiment tag.
🎯 Scores & ratings▾
Rating
The bottom-line call: Buy, Hold or Sell.
Composite
Overall quality score 0–100 blending all pillars. Higher is better.
Conviction
How strong the call is, 0–10.
Risk
Low / Medium / High risk level.
Pillars
Quality · Growth · Moat · Valuation, each 0–100 (income/value stocks show Value · Quality · Safety · Dividend instead).
Piotroski
A 0–9 financial-health score. 7+ is strong, 3 or less is weak.
💰 Valuation terms▾
Fair value
Our estimate of what the stock is really worth.
Buy zone / Buy below
Price range where the stock looks attractive.
Sell above
Price where it starts to look expensive.
Upside to fair
How much the price could rise to reach fair value (%).
P/E
Price ÷ last 12 months' earnings. Forward P/E uses next year's expected earnings.
PEG
P/E adjusted for growth. Under 1 is cheap for the growth rate.
P/B · P/S
Price ÷ book value · Price ÷ sales.
EV/EBITDA
Enterprise value ÷ operating earnings — a debt-aware valuation.
FCF yield
Free cash flow ÷ market cap. Higher means more cash generated per dollar of price.
DCF
Fair value built from projected future cash flows. On the company page it's interactive — drag the growth / discount / terminal sliders to value it on your own assumptions.
Reverse DCF
The growth rate today's price is pricing in (shown under the interactive DCF). If the implied growth looks too high to achieve, the stock may be expensive.
Graham Number
Benjamin Graham's conservative fair-value formula.
🏛️ Quality terms▾
ROIC
Return on invested capital — how well it turns capital into profit. 15%+ is excellent.
ROE
Return on equity.
Gross / Op margin
Profit as a % of sales — higher and stable is better.
D/E
Debt ÷ equity. Lower is safer; above 1.5 is flagged red.
Debt/Assets
How much of the company is funded by debt.
Current ratio
Short-term assets ÷ short-term liabilities — liquidity.
Cash conversion
How much reported profit becomes real free cash.
📈 Technical terms▾
RSI (14)
Momentum, 0–100. Above 70 = overbought, below 30 = oversold.
SMA 50 / 200
50- and 200-day average price — the trend lines. Price above both = uptrend.
Support / Resistance
Price levels that tend to act as a floor / ceiling.
52w high / low
Highest and lowest price over the past year.
RS vs S&P
Relative strength — is the stock beating the market over 3 / 12 months?
Trend
Bullish, bearish or neutral price structure.
Smart money
Whether volume suggests quiet accumulation or distribution.
💵 Dividends▾
Forward yield
Expected annual dividend ÷ current price.
Payout ratio
% of earnings (or free cash flow) paid out as dividends. Lower = safer.
Streak
Consecutive years the dividend was increased.
Aristocrat / King
25+ / 50+ straight years of dividend increases.
Safety score
0–100 estimate that the dividend holds. Higher is safer.
Ex-date
Buy before this date to receive the next dividend.
🐋 Institutional & insiders▾
Inst. ownership
% of shares held by funds, from their regulatory filings.
Accumulating / Trimming
Number of funds adding to / cutting their position.
Insider signal
Company executives buying (bullish) or selling (bearish) their own stock.
Cluster buy
Several insiders buying around the same time — a strong signal.
🔄 Tactical & screener▾
Momentum
A 0–100 score of recent price strength.
Trend confirmed ✓
Price action confirms the fundamentals (above key averages, uptrend).
Sector phase
Accelerating (green) / declining (red) / consolidating (amber) momentum across a sector.
AI supply chain
Companies grouped by layer of the AI stack — chips, compute, infrastructure, etc.
Add / Hold / Reduce / Exit
Suggested tactical action on each name you hold.
Dips
Quality companies in healthy sectors that have fallen a chosen % (e.g. ≥25%) from their high — a better entry on the pullback.
🔔 Alerts & notifications▾
🔔 Price alert
Your own price target — set it on the Alerts page (ticker, above/below, price) and get a push when the stock crosses it. Fires once.
Entry zone reached
Price dropped into the buy zone.
Composite jump
The quality score moved sharply.
Cluster insider buy
Multiple insiders bought.
🐋 Superinvestor buy
A tracked guru opened (or sharply boosted) a position in one of your watchlist names — from their latest disclosed portfolio.
Institutional accumulation
Institutions are adding to the stock.
Dividend-cut risk
Dividend safety is deteriorating.
Technical inflection
A trend break or momentum shift.
On your phone
Install the Moatly app to get these as push notifications. Choose which categories notify you in Settings.
🎨 Colors & symbols▾
Green
Good · strong · positive.
Red
Caution · weak · negative.
Amber / yellow
Neutral · watch closely.
✓
Confirmed, or already in your watchlist.
⭐
A top-rated analyst (high historical accuracy).
NEW (briefing)
A headline seen for the first time today; it stays for 2 days then drops off.
POS / NEU / NEG
News sentiment — positive, neutral or negative.
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