Interactive chart features
Beyond showing the difference between price and value, the chart in Findx also works as a tool for analyzing and simulating investments. You can click directly on the chart to get concrete calculations that help you assess return and risk, both historically and looking ahead.
Calculate return between two points in time
When you click on two different points on the chart (for example a low and a high), the system automatically calculates:
▸
By how many percent the stock has risen or fallen in the period
▸
What your return would have been if you had bought and sold on the selected dates
▸
How the stock price moved relative to fair value and market value in the same period
This makes it possible to analyze past buying opportunities and understand the consequence of buying at a high price versus a low price, a core principle of value investing.
"If a business does well, the stock eventually follows."
- Warren Buffett
Future scenarios with margin of uncertainty
Findx also shows future value calculations with dashed lines, representing analyst expectations across different scenarios:
▸
Fair value (thick line)
▸
Fair value adjusted by +10%, +20%, +30% (optimistic scenarios, thin lines)
▸
Fair value adjusted by -10%, -20%, -30% (conservative scenarios, thin lines)
This lets you visualize what the return looks like if growth turns out to be slightly higher or lower than expected. You can test your own assumptions and see how much it takes before the investment becomes attractive or risky.
Together, these interactive features make it possible not only to understand what the stock should cost, but to analyze, simulate and validate your investment decisions directly in the tool, without external calculations.
ANALYZE ACROSS MULTIPLE TIME PERIODS AND SEE HOW THE STOCK HANDLED CRISES
When analyzing a stock in Findx, it is important to switch between different time periods, for example 3, 5 or 10 years. Stocks and companies evolve over time, and so does their valuation.
A stock that looks cheap in the short term may have had several years of declining earnings. Conversely, an apparently expensive stock may be in the middle of a strong and healthy growth phase if you zoom out.
By analyzing multiple periods you get a more nuanced picture and avoid wrong conclusions based on too narrow a slice of history.
By looking at different periods you can better understand:
▸
Whether a stock is temporarily down or structurally pressured
▸
Whether growth and earnings are stable over time
▸
How actual price and fair value have developed relative to each other
Recession zones on the chart
The vertical pale pink zones on the chart mark known recessions, such as the financial crisis of 2008-09 and the COVID crisis of 2020. This makes it easy to see how the stock behaved during previous downturns:
▸
Did the price fall sharply, or did it hold firm?
▸
How did earnings (EPS) respond?
▸
Was the stock already expensive before the crisis, or did it fall from a low level?
These periods are important stress tests of a company's resilience. If a company maintained earnings and fair value through a crisis, that is a strong quality indicator. Conversely, repeated falls in both earnings and price can be a warning sign.
By combining multiple time periods with recession zones you get a more realistic assessment of both what the stock has been through and how it can be expected to perform under future pressure.
This is essential for making long-term and well-informed investment decisions.