How the Final Score is Calculated

You've learned about all four pillars. Now let's see how they combine into the Final Score.

The Final Score Formula

Final Score = Weighted Average of:
  • Valuation Score (is it cheap?)
  • Quality Score (is it good?)
  • Growth Score (is it growing?)
  • Health Score (is it stable?)

Each pillar contributes to the overall assessment, creating one number that summarizes the investment opportunity.

The Job Candidate

When hiring, you evaluate candidates on multiple dimensions:

  • Skills (Quality)
  • Salary expectations (Valuation)
  • Career trajectory (Growth)
  • Reliability (Health)

No single factor determines the hire. You weigh them all to make a decision.

The Final Score does the same for stocks—weighing multiple factors into one assessment.

Pillar Weights

While exact weights are proprietary, the general approach:

PillarRelative WeightWhy
ValuationHighPrice matters—overpaying hurts returns
QualityHighBusiness fundamentals drive long-term success
GrowthMediumExpansion potential adds value
HealthMediumStability ensures survival

Note: Weights may adjust based on market conditions and sector.

The Calculation Process

Step 1: Calculate Individual Scores

Each pillar score (0-100) is calculated separately using sector-relative comparisons.

Step 2: Apply Weights

Scores are weighted by importance:

Weighted Score = (V × w1) + (Q × w2) + (G × w3) + (H × w4)

Step 3: Normalize

The result is scaled to 0-100 for easy interpretation.

Step 4: Apply Adjustments

Special factors may adjust the score:

  • Extreme values in any pillar
  • Sector-specific considerations
  • Risk flags

Key Takeaways

  • Final Score combines all four pillar scores
  • Valuation and Quality typically weighted highest
  • Score is normalized to 0-100 scale
  • Higher = more attractive investment opportunity

Interpreting the Final Score

Score RangeInterpretationTypical Action
80-100Excellent opportunityStrong buy candidate
70-79Very goodWorth serious consideration
60-69GoodInvestigate further
50-59AverageHold if owned, maybe pass
40-49Below averageProceed with caution
Below 40PoorGenerally avoid

Score Distribution

In a typical market:

  • ~5% of stocks score 80+
  • ~15% score 70-79
  • ~30% score 50-69
  • ~35% score 30-49
  • ~15% score below 30

High scores are rare by design—they represent the best opportunities.

Scores Change Daily

As stock prices move and new financial data is released, scores update. A stock scoring 75 today might score 70 or 80 tomorrow.

This is a feature, not a bug—it reflects changing market conditions.

What the Final Score Captures

✅ Included:

  • Relative valuation vs. sector
  • Business quality metrics
  • Growth trends
  • Financial stability
  • Sector context

❌ Not Included:

  • Future events (earnings surprises, acquisitions)
  • Qualitative factors (management quality, culture)
  • Macro factors (interest rates, recession risk)
  • Technical analysis (chart patterns)

Example Calculation

Stock XYZ:

PillarScoreWeightContribution
Valuation7230%21.6
Quality6830%20.4
Growth5520%11.0
Health7820%15.6
Final Score68.6 → 69

This stock scores well on valuation and health, average on growth, and good on quality. Overall: a solid opportunity.

Final Score Traps

  • Treating the score as a guarantee (it's a probability, not certainty)
  • Ignoring individual pillar scores (the breakdown matters)
  • Chasing the highest scores without research
  • Not understanding why a score is high or low

Next up: What do BUY, HOLD, and SELL signals actually mean?