The CSR is a single 1.0–5.0 conviction rating produced every weekday for every stock in our coverage universe. It reconciles independent valuation models, analyst alignment, and short, medium, and long-horizon outlooks into one number you can rank, filter, and watch over time.
Every weekday we scrape consensus ratings and quantitative metrics from a curated list of providers including Yahoo Finance, MarketWatch, Morningstar, Zacks, MarketBeat, Barchart, CNN Money, Benzinga, WSJ, Barron’s, Briefing.com, and Business Insider. Each source contributes one or more signal types — a valuation model, an analyst consensus rating, a short/medium/long-term outlook, an earnings revision, or a price action proxy.
Different providers use different vocabularies. A Strong Buy from one source is normalised to the same numeric position as a 4.5 from another. Valuation verdicts (Undervalued / Fair / Overvalued), price-to-fundamentals ratios, and analyst panels are each mapped onto the 1–5 scale before any aggregation happens.
P/E, PEG, P/B, P/S, FCF growth, and analyst-derived intrinsic-value targets, each translated into a 1–5 tier.
Buy / Hold / Sell distributions from multiple brokerages reconciled into a single conviction score.
0–3 month, 3–12 month, and 12–36 month forward views, weighted to surface convergence across timeframes.
Reconciled signals are blended into a single 1.0–5.0 score. Sources that disagree wash out; sources that agree push the score toward the tails. A 4.0+ score means a stock is “convergent” — independent sources are landing on the same call.
Scores are published every weekday in the historical-reports table on each stock page, so the entire trajectory is visible. Daily moves of 0.2–0.3 are the norm; larger jumps highlight a regime change worth investigating.
Every CSR lands on a 1.0–5.0 scale where 5.0 is maximum bullish conviction and 1.0 is maximum bearish. 3.0 is the neutral midpoint. The bands below map a score to the verdict shown on each stock page.
The CSR draws on several signal categories. Valuation, analyst alignment, and the horizon outlooks are the primary inputs to today’s score; revision velocity, price action, and earnings quality are tracked as context that moves those inputs over time.
P/E, PEG, P/B, P/S, FCF growth, and analyst-derived intrinsic value, mapped to a 1–5 tier.
Buy / Hold / Sell distributions from multiple brokerages reconciled into one conviction score.
Near-term outlook and momentum, weighted toward the most recent signal revisions.
The forward view most analyst price targets are anchored to.
Structural / intrinsic-value view versus the current price.
The rate and direction of rating and estimate revisions over the trailing weeks.
Recent return versus the prior report, used to confirm or fade the consensus.
Earnings and growth metrics that validate whether a rating is fundamentally supported.
Scores refresh every weekday after US markets close. Each run scrapes the source list, re-maps every signal, recomputes the CSR for the whole coverage universe, and appends a new row to each stock’s historical-reports table — so the full score trajectory is always visible. Day-to-day moves of 0.2–0.3 are normal; larger jumps flag a regime change worth a look.
Suppose a stock’s signals on a given day map onto the 1–5 scale as below. The CSR is the mean of the valid signals — sources that disagree pull toward the middle, sources that agree push toward the tails.
| Signal | Reading | 1–5 |
|---|---|---|
| Valuation | Undervalued | 5.0 |
| Zacks | Buy | 4.0 |
| Analyst consensus | Overweight | 4.0 |
| Barchart average | Moderate buy | 4.5 |
| Yahoo analysts | Hold | 3.0 |
| Convergence Stock Rating | mean of signals | 4.1 |
A 4.1 sits in the convergent band: most independent sources agree on a bullish call, with one neutral reading keeping it short of the top of the scale.
A full daily report contains the convergent board (top stocks by CSR), the day’s biggest CSR movers, sector-level aggregates, and per-stock breakdowns covering price, valuation, the signal-by-signal mix, and the 30-day trend. Subscribers also receive a Friday detailed spreadsheet (Premium) or daily spreadsheet (Pro).
Browse the latest reports in Research or jump straight to the Screener.