Stock Fundamentals (Zeiierman)

█ Overview
Stock Fundamentals (Zeiierman) is designed for investors who want a clear, visual, and efficient way to understand a company’s overall fundamental profile directly on the chart. Instead of digging through dozens of ratios or scanning multiple websites, the tool combines fundamental data, price behavior, and analyst expectations into a single intuitive visual system that can be understood at a glance.

A multi-axis “fundamental spider chart” presents the company across six core dimensions: value, quality, financial health, future prospects, dividend strength, performance, and volatility behavior. Each axis represents a structural aspect of company quality, allowing you to see strengths, weaknesses, and imbalances in one immediate view.

Alongside the spider chart, a compact PE and Return panel shows where current valuation and analyst expectations sit within their historical ranges, giving context for whether the stock is cheap, expensive, stretched, or positioned for growth.

The goal is simple: make fundamental analysis accessible, fast, and insightful for every investor, from beginner to advanced. Stock Fundamentals (Zeiierman) transforms dense data into a structured visual profile suited for stocks on the daily timeframe, allowing you to interpret company quality as easily as you read price action.

Important: This script is designed for STOCK symbols on the DAILY timeframe. On anything else, it will show an explicit warning instead of a spider chart.

⚪ Why This One Is Unique
Most fundamental overlays rely on static ratios or simple tables, but this script takes a far more comprehensive approach. It builds a multi-dimensional scoring system across Value, Health, Future, Dividend, Performance, and Volatility, then maps these dimensions into a geometric spider chart with clearly labeled axes so you can interpret company quality visually rather than through scattered numbers.

An Overall Score from 0 to 10 is computed by aggregating these dimensions and is displayed using a smooth gradient from your selected color palette. Performance scoring is based on yearly return statistics such as returns, volatility, Sharpe ratio, max drawdown, and alpha versus a benchmark, giving the score a foundation in real multi-year behavior rather than short-term noise.

Dividend quality is evaluated through yield, growth, payout behavior, free-cash-flow coverage, leverage, and the company’s EPS trend, creating a deeper view of dividend strength than raw yield alone. Future expectations are incorporated through a forward-looking model that compares projected earnings and revenue paths to the current price using a nonlinear scoring method.

A dedicated PE Sentiment and Return Estimate panel places the stock’s PE, current price, and analyst targets along a graded strip, helping you see valuation and expected upside or downside in a meaningful context.

█ Main Features

⚪ 1. Company Overview Score
Stock Fundamentals (Zeiierman) evaluates a company across six core dimensions: Value, Health, Future, Dividend, Performance, and Volatility. Each dimension is scored individually and combined into a single Overall Score (0–10) displayed beside the spider chart. The score cell uses a smooth gradient to reflect weak-to-strong company quality at a glance.

⚪ 2. Fundamental spider chart Visualization
The individual scores are mapped into a six-axis polygon, known as the fundamental spider chart. Each arm of the spider chart represents one of the core dimensions:

• Dividend – quality, growth, coverage, and stability
  
• Performance – multi-year risk-adjusted returns
  
• Volatility – long-term price stability
  
• Value – earnings yield, ROIC, and valuation appeal
  
• Health – solvency, balance-sheet strength, and overall safety
  
• Future – forward growth potential relative to current price
  

The axes extend from weak at the center to strong at the outer boundary, creating a color-filled shape that makes strengths, weaknesses, and imbalances instantly visible. The spider chart and the overall score work together to provide a fast, intuitive snapshot of company fundamentals.

⚪ 3. PE Sentiment Bar
A horizontal PE Sentiment bar shows where the company’s current P/E sits within its historical low-to-high range. The bar is color-graded to indicate whether the valuation leans cheap or expensive, with a marker precisely showing today’s position.

⚪ 4. Return Estimate Bar
The Return Estimate bar compares the current price against analyst expectations:
lowest target

• highest target
  
• average target
  
• current price marker
  

A percentage estimate displays potential upside or downside to the average target. The bar is visually graded using the same palette for fast interpretation.


█ How to Use

⚪ Quick Stock Screening
Investors can rapidly assess company quality before deep research, saving significant time.

⚪ Comparing Opportunities
Easily compare two or more companies using their overall scores and key sentiment visuals.

⚪ Portfolio Reassessment
Use the Stock Fundamentals to monitor existing holdings and identify potential risks or strong performers.

⚪ Sentiment-Based Entries
Combine PE Sentiment and Return Estimate data to evaluate whether a stock is currently undervalued or overextended.

█ How It Works

⚪ Fundamental Dimensions and Scoring
Stock Fundamentals (Zeiierman) evaluates a company across six primary dimensions: Value, Health, Future, Dividend, Performance, and Volatility. Each dimension is assessed through its underlying behaviors rather than a single ratio, producing a more balanced and realistic view of company strength.

• Value reflects how attractive the company is relative to its earnings power and capital efficiency.
  
• Health measures balance-sheet strength, operational resilience, and the company’s ability to withstand financial stress.
  
• Future estimates the growth potential implied by projected business expansion versus current pricing.
  
• Dividend evaluates reliability, sustainability, and the stability of historical payouts.
  
• Performance summarizes long-term return quality and risk-adjusted behavior.
  
• Volatility indicates the consistency of price behavior, highlighting stability versus choppiness.
  

Each category is converted into a normalized score and combined into an overall weighted score (0–10), providing a fast yet reliable snapshot of company quality.

⚪ Value Engine
The Value dimension reflects both the company’s earnings attractiveness and how effectively it uses capital. Instead of relying on a single valuation ratio, the engine blends multiple valuation signals with an estimate of capital efficiency, producing a stable value intensity score. This approach rewards companies that combine strong earnings power with efficient capital use, while preventing extreme outliers from dominating.

⚪ Health Engine
The Health dimension evaluates how structurally sound the business is. It draws from indicators that capture financial resilience, balance-sheet strength, stability, and operational robustness. For financial institutions or bank-like profiles, the system shifts toward metrics that emphasize asset efficiency and solvency buffers. The result is a single robustness score that adapts to the company’s business model.

⚪ Performance Engine
Performance is based on long-term behavior rather than short-term swings. The system evaluates multi-year return characteristics, consistency, risk-adjusted efficiency, and resilience during adverse market periods. Each of these behaviors is transformed into a smooth score, then combined into a single Performance dimension that reflects “quality of returns,” not just raw gains.

⚪ Dividend Engine
The Dividend dimension assesses both reward and reliability. It considers payout behavior over several years, historical stability, growth tendencies, coverage strength, and overall sustainability. It also evaluates whether the company’s financial structure supports long-term dividends rather than simply rewarding high yield. All of these factors combine into a dividend score that balances attractiveness with durability.

⚪ Future Growth Engine
The Future dimension estimates how well the company’s projected business expansion aligns with current price levels. It builds a simplified projection of growth potential and assesses whether that trajectory reasonably supports the stock’s valuation. The closer the company appears to “growing into” its price, the higher the future score. This dimension effectively acts as a growth runway estimator.

⚪ Volatility Node
The Volatility dimension reflects how stable or turbulent the stock has been over a broad timeframe. Its purpose is descriptive rather than judgmental: a high volatility score indicates choppy behavior, while a lower score suggests consistency. Although this measurement is displayed as part of the spider chart, it is intentionally excluded from the Overall Score to avoid penalizing growth-oriented or cyclical companies unfairly.

⚪ PE Sentiment
The company’s current P/E ratio is placed within its historical low-to-high range. The panel uses a smooth gradient from “cheap” to “expensive,” with a clear marker showing exactly where today’s valuation sits relative to past conditions.

⚪ Return Estimate
Analyst expectations are displayed on a similar range-based strip. Markers show the lowest, highest, and average analyst targets, alongside a marker for the current price. A projected percentage return is calculated relative to consensus expectations, offering a simple visual cue for whether analysts see meaningful upside or downside.

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Disclaimer

The content provided in my scripts, indicators, ideas, algorithms, and systems is for educational and informational purposes only. It does not constitute financial advice, investment recommendations, or a solicitation to buy or sell any financial instruments. I will not accept liability for any loss or damage, including without limitation any loss of profit, which may arise directly or indirectly from the use of or reliance on such information.

All investments involve risk, and the past performance of a security, industry, sector, market, financial product, trading strategy, backtest, or individual's trading does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs.