Stock/Fund Comparables

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Stock/Fund Comparables

For any security, you'll notice "comparables" that can provide similar alternative investments. This article will explain how these are calculated.

Stock Comparables

Stock comparables work on a scoring system. For any given stock, YCharts will rank how similar that stock is to every other stock in our database.

The higher the score for a stock, the more likely it will be listed as a comparable. Below are the qualities used to determine a comparable company:

  • Same sector = 20 points.
  • Same industry = 10 points.
  • Mentioned in same news article = max of 18 points (2 per article in the last 3 months).
  • NAICS = 5 points.
  • NAICS industry = 5 points.
  • NAICS sector = 10 points.
  • Same market cap range = 10 points.
  • Same HQ Country = 10 points.

Fund Comparables

Similar to the stock comparables, fund comparables are based on a scoring system. The higher score for a fund, the higher it will appear as a comparable. Below are the criteria used to score a fund:

  • Same benchmark = 20 points
  • Same equity style = 5 points
  • Same FI style = 5 points
  • Same "broad category" = 10 points
  • Same "broad asset class" = 5 points
  • Same prospectus objective = 5 points
  • Same AUM range = 5 points
  • Both are index funds = 5 points
  • Both are leveraged funds = 5 points
  • Both are inverse funds = 5 points
  • Same holdings = up to 10 points (1 per overlapping holding)
  • Same Morningstar category = 10 points
  • Same share class (for MFs only) = 10 points

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