For value investors

A low P/E means little without the business behind it.

Relaxfolio brings together financial trends, business quality, ownership activity, and the related companies that share the same demand driver — so you can compare a stock to the businesses that actually matter.

Start your research See a stock analyzed in 60 seconds

A company can be inexpensive for reasons a sector screen will not reveal.

Sound value research requires more than a multiple. It requires a view on revenue durability, margins, leverage, cash generation, capital allocation, ownership activity, and the forces that affect the business. A conventional industry peer set may not capture the relevant demand driver, supplier relationship, or substitute technology.

vector illustration: a person at a desk dwarfed by a stack of annual reports taller than they are, coffee cups multiplying.

Connect the company analysis to the investment theme.

Illustration coming soon

fundamentals-screenshot.png

Ask like an analyst.

Low debt companies with high buyback yield Insider buying in the last 90 days What does Berkshire Hathaway hold? Profitable companies near 52-week lows Analyze JNJ Companies with growing margins and falling debt

Move from a broad screen to a documented, theme-aware thesis.

1 Define the driver. Begin with a business question, theme, or valuation criterion.
2 Interrogate the shortlist. Review financial trends, business quality, segments, material developments, and the company's role within relevant themes.
3 Build the thesis through comparison. Compare the company with the businesses that share its demand driver, value chain, or substitute risk—not only its formal industry peers.
4 Maintain the watchlist. Save the screen and revisit the company as the theme, its constituents, or the valuation case changes.

vector funnel: "Thousands of stocks → your criteria → a shortlist → the few worth owning", clean and minimal.

Value investing guides.

Membership pricing

A research workflow for evaluating business quality and valuation together with the theme and demand driver that shape the business.

Monthly Yearly · Save 2 months

Value investing questions

What is margin of safety? ▾

Margin of safety is the gap between what you estimate a business is worth and the price you pay. Value investors seek that buffer because estimates can be wrong and businesses change over time.

How do you compare a stock to the right peers? ▾

Industry labels often miss the businesses that actually compete or share the same demand driver. Relaxfolio surfaces related companies in the same group so comparisons reflect economic reality, not just a sector classification.

What does insider buying tell you? ▾

Reported purchases by executives and directors can signal confidence — but context matters. Review insider activity alongside financial trends, valuation, and the business story rather than treating any single transaction as a signal.

Can Relaxfolio show revenue and margin trends over several years? ▾

Yes. Open any company to review revenue, earnings, and margin history in chart form, alongside key ratios and a plain-language business summary.

How do buyback yield and debt levels fit into value screening? ▾

Companies returning cash through buybacks while maintaining manageable leverage may reflect disciplined capital allocation. Ask for screens like "low debt companies buying back shares" to generate a ranked starting list for deeper work.

What is a value trap and how do you spot one? ▾

A value trap is a stock that looks cheap on headline metrics but keeps deteriorating — often because the business, industry, or demand driver is weakening. Comparing financial trends, business quality, and related companies helps distinguish a bargain from a structural decline.

Investigate the business and the companies connected to it.

Build a view from financial evidence, relevant business relationships, and disciplined comparison.

Explore value research