The Jefferson ratings and reports are designed to give investment professionals an easy to comprehend assessment of risks and fundamental performance for approximately 2,500 domestic companies. Ratings are categorized into five super dimensions: Earnings Quality, Cash Flow Quality, Operating Efficiency, Balance Sheet Quality and Valuation.
The Jefferson analysis replicates the work of accountants in dissecting financial report filings and financial analysts who review financial ratios. The ratings capture the interrelationship between financial information and fundamental performance-essentially proprietary software replicates the forensic analysis of human analysts. The end product identifies changes in the fundamental performance of companies over time and has proven a reliable indicator for identifying both positive and negative excess returns since inception in January 2000.
