Size up any stock in 30 minutes with a simple scorecard.
The free 30-Minute Stock Audit Guide walks you through the six things to check on any company and how to score each one. You end up with a clear score out of 30 instead of a gut feeling.
- Free PDF guide
- Printable scoring worksheet
- No credit card
Why it matters
Most investors don't have a process. They have a feeling.
Business fundamentals like revenue growth, margins and debt don't change with the daily noise. A repeatable checklist is what separates investing from reacting. Sound familiar?
- Jumping between random metrics with no clear evaluation order
- Making buy decisions based on price movement rather than business quality
- No way to compare one investment thesis against another
- Skipping critical areas like balance sheet health or capital allocation
- Confusing information volume with actual understanding
How it works
From inbox to a score out of 30
Here's how you'll use the guide once it lands.
- 1
Tell us where to send it
Enter your first name and email in the form below. That's it, no credit card and no account needed. - 2
Open the guide in your inbox
You'll get a link to the guide and the printable scoring worksheet. Read the framework once and you're set. - 3
Score a stock you're watching
Work through the six categories in order, starting with revenue, and give each one a score from 1 to 5. - 4
Add it up and compare
You'll end up with a score out of 30. Run the same audit on another stock and you can compare them side by side.
Example scorecard
24 / 30
Illustration of the worksheet format. Not a real company.
Get the free guide
Enter your name and email and we'll send you the guide, the printable scoring worksheet and the Chart Equity newsletter (weekly, unsubscribe anytime).
Six categories. One clear score.
It's not a stock picking service or a prediction model. It's a repeatable way to look at any public company.
Revenue Strength
Is the business growing its top line consistently, and is that growth speeding up or slowing down?
Profitability
Is the company making real profits, and does it turn revenue into free cash flow reliably?
Balance Sheet Safety
Can the company handle its debt, and is its capital structure healthy or stretched?
Competitive Durability
Does the business have advantages that'll protect its position and pricing power over time?
Valuation vs Growth
What's the market paying for this business compared with its earnings power and intrinsic value?
Capital Allocation
Is management creating value for shareholders through buybacks, reinvestment or other sensible uses of cash?
Everything you need to start auditing stocks
The Full Guide (PDF)
A complete walkthrough of the six-category framework: what each category measures, why it matters and how to score it.
Printable Scoring Worksheet
A clean, one-page worksheet you can print and complete in one sitting.
Structured Evaluation Model
A repeatable way to look at any stock the same way, so emotion doesn't drive the decision.
Organized Financial Charts
Revenue, margins, cash flow, balance sheet data, and share structure, all organized in one place.
Growth Stock Intrinsic Value Calculator
A free tool on Chart Equity that helps you stress test your valuation assumptions by projecting earnings growth.
Try the calculatorPlus: the Chart Equity newsletter
Weekly. No daily alerts, no hype and no big promises. Just clear breakdowns of financial mechanics, business durability, valuation and top stock picks.
Built for long-term thinkers
Not built for
- Day traders
- Chasing short-term momentum
Built for
- A structured look at the fundamentals
- Money you plan to leave invested
Chart Equity is a brand of Vault Media Inc. For education and entertainment only. General information, not personalized investment advice or a recommendation that any security is right for you. Investing involves risk, including loss of principal.