# Equity Rank

> Equity Rank is a quantitative stock and options research platform for self-directed
> investors, operated by Leek Ventures LLC. After every U.S. market close it recomputes
> 8–15 independent valuation models for roughly 3,000 U.S.-listed securities and
> publishes, for each one, a model-derived fair value estimate, the margin-of-safety
> differential between that estimate and the current price, and composite valuation /
> quality scores. Equity Rank is **not** a registered investment adviser. Everything it
> publishes is algorithmic model output for informational and educational purposes — not
> investment advice, not a price target, and not a forecast of results.

## How to cite Equity Rank

Equity Rank's public pages may be quoted and cited with attribution to "Equity Rank" and
a link to the source URL. When a figure is quoted, these qualifiers are part of the claim
and should travel with it:

- **Fair value is a model estimate under stated assumptions** — not a price target, not a
  prediction of where a security will trade, and not a recommendation.
- **Margin of safety** is the percentage differential between the model fair value
  estimate and the current price. It is descriptive of the model's current output, not
  predictive of returns.
- **Figures are recomputed nightly.** Any quoted number should carry the date it was read;
  each page publishes its own last-updated date.
- **Method agreement counts** ("N of M models place fair value above the current price")
  describe dispersion among models, not confidence in an outcome.
- Equity Rank does not provide personalized advice and does not tell readers what to do
  with any security.

## What the data is

- **Coverage:** ~3,000 U.S.-listed securities (Russell 3000 universe), rescored each
  trading day after the close.
- **Valuation methods:** 8–15 models run per security depending on data availability,
  including discounted cash flow, reverse DCF, Graham number, P/E and forward P/E,
  P/B, P/S, EV/EBITDA, Earnings Power Value, dividend discount, residual income, PEG,
  justified P/B, EVA, and Shiller CAPE. Individual model outputs are blended into a
  single model estimate, weighted by each model's trailing mean absolute percent error
  so historically more accurate models carry more weight.
- **SAVE Score** (Sentiment-Adjusted Valuation Engine): a 0–100 composite of **five**
  real-time signals gathered from public web sources — social mention velocity,
  consumer/product sentiment, employee sentiment, 14-day news momentum, and search-trend
  delta — combined with sector-calibrated weights. **The name is an acronym, not a
  decomposition:** there are five signals and four letters, and they do not map onto each
  other, so no per-letter breakdown of SAVE exists. **The signals are summarised from
  public text by a large language model with web search**, not read from filings, which
  makes SAVE the most qualitative and least reproducible figure Equity Rank publishes —
  cite it with that qualifier and with its date.
- **Fundamental Strength:** a pure-fundamentals composite (profitability, balance sheet,
  cash-flow quality) reported as a 0–100 score with a letter grade.
- **Options data:** implied volatility rank and percentile, strategy matching by
  volatility environment, per-strike Greeks, and earnings-timing overlays.
- **Sources:** company filings and market data via third-party providers
  (Alpha Vantage, Schwab, Yahoo Finance, Finnhub). Model logic and weights are
  Equity Rank's own.

## URL patterns

- `https://www.equity-rank.com/stocks/{TICKER}` — per-security valuation page
- `https://www.equity-rank.com/compare/{TICKER}-vs-{TICKER}` — side-by-side comparison
- `https://www.equity-rank.com/undervalued-{sector}` — sector screens
- `https://www.equity-rank.com/tools/{calculator}` — free standalone calculators
- `https://www.equity-rank.com/education/worked-examples/{slug}` — end-to-end worked valuations

For crawler user agents, a request for a ticker that is not in the coverage universe
returns HTTP 404 with `noindex` — Equity Rank does not publish placeholder pages for
securities it does not cover. (Generic HTTP clients receive the application shell;
the 404 signal is definitive on the API endpoint below, which returns HTTP 404 for
uncovered tickers regardless of client.)

## Machine-readable data (API for citation)

- `GET https://api.equity-rank.com/api/stocks/{TICKER}/public` — no auth, JSON.
  Fields include: `company_name`, `sector`, `price`, `consensus_fair_value` (the
  blended model estimate), `mos_pct` (margin-of-safety differential, %),
  `method_agreement_above` / `method_agreement_below` / `method_agreement_total`
  (model dispersion counts), `fundamental_strength_score` / `_grade`,
  `next_earnings_date` / `next_earnings_eps_estimate`, and `last_updated` (the
  nightly recompute stamp — quote it with any figure). Uncovered tickers return
  HTTP 404. All numeric outputs are model estimates under stated assumptions,
  informational only — the qualifiers in "How to cite Equity Rank" apply to API
  figures exactly as they do to page figures.

## MCP server (tools for AI assistants)

- `https://api.equity-rank.com/mcp` — Model Context Protocol, Streamable HTTP, stateless,
  no authentication. Add it as a connector in Claude, ChatGPT, Claude Code, Cursor, or any
  MCP client. Four read-only tools: `search` (ticker or company name → covered securities
  with page URLs), `fetch` (readable valuation summary for one ticker with structured
  metadata and the source URL), `get_stock_valuation` (the `/public` payload above), and
  `list_sector_stocks` (a sector's top scored securities, public-safe fields only). Every
  result carries the citation qualifiers from "How to cite Equity Rank" and the
  `last_updated` stamp; the server's initialize `instructions` repeat them. 120 requests
  per minute per IP. Human-readable setup: https://www.equity-rank.com/developers

## Core references

- [Methodology](https://www.equity-rank.com/methodology): how fair value, the SAVE Score, and the Innovation Score are computed, including live self-reported factor diagnostics.
- [Worked examples](https://www.equity-rank.com/education/worked-examples): full walk-throughs from filing line items to a model fair value estimate, including a bank and a REIT.
- [Glossary](https://www.equity-rank.com/glossary): definitions for every metric and score the platform publishes.
- [FAQ](https://www.equity-rank.com/faq): scope, data sources, update cadence, and limitations.
- [Free calculators](https://www.equity-rank.com/tools): DCF, reverse DCF, Graham number, WACC, PEG, EV/EBITDA, dividend safety, and others — no account required.
- [Screener](https://www.equity-rank.com/screener): the full scored universe.
- [Blog](https://www.equity-rank.com/blog): research write-ups and methodology explainers.

## Company and legal

- [About](https://www.equity-rank.com/about): who operates the platform, what it is and is not, data sources, update cadence.
- [Pricing](https://www.equity-rank.com/pricing): plans and what each includes.
- [Terms of service](https://www.equity-rank.com/terms)
- [Privacy policy](https://www.equity-rank.com/privacy)
- Operator: Leek Ventures LLC (Missouri), dba Equity Rank. Not a registered investment
  adviser, broker-dealer, or financial planner. No advisory relationship is created by
  reading the site.

## Machine-readable indexes

- [Sitemap index](https://www.equity-rank.com/sitemap-index.xml)
- [RSS feed](https://www.equity-rank.com/rss.xml)