Icarus Metrics

Fundamental Stock Analyzer - Icarus Metrics

Value and quality snapshots for disciplined investors

Examples: JNJ· CRM· MSFT

What is Icarus Metrics?

Icarus Metrics brings together the valuation, quality, growth, and dividend pillars made famous by Benjamin Graham, Warren Buffett, and Peter Lynch. We complement the stock workflow with dedicated resources for funds and ETFs so you understand expense ratios, diversification, and liquidity before allocating capital.

"Medio tutissimus ibis." — "You will go safest in the middle way."
Ovid, Metamorphoses II (Daedalus to Icarus)
Benjamin Graham
Father of Value Investing

Economist, professor, and author of Security Analysis and The Intelligent Investor. Graham popularized the margin of safety and a disciplined playbook for buying below intrinsic value (P/E ≤ 15, P/B ≤ 1.5).

“Double-digit annual returns over ~20 years (c. 1936–1956).”
Graham–Newman Corporation, historical records
Warren Buffett
Quality at a Fair Price

CEO of Berkshire Hathaway, renowned for long-term compounding (~20% annualized for decades). Seeks durable moats, high returns on capital, prudent leverage, and owner-oriented management.

“~20% annualized over ~58 years (1965–2023).”
Berkshire Hathaway compounded annual gain (shareholder letters)
Peter Lynch
Growth at a Reasonable Price

Legendary manager of Fidelity Magellan (1977–1990) with returns near 29% a year. Popularized “tenbaggers” and GARP: understandable growth at reasonable valuations, often screened by PEG ≤ 1 with double-digit EPS growth.

“~29% annualized over 13 years (1977–1990).”
Fidelity Magellan Fund during Lynch’s tenure
Informational summary. Not financial advice.

Frequently Asked Questions

What does Icarus Metrics analyze?
Fundamental stock metrics with built-in validation: price, market cap, positive-or-negative P/E, P/B, ROE, leverage, dividends, multi-period returns, and historical series when available.

How does it handle ETFs and funds?
The core workflow remains stock-first. The Funds & ETFs tab ranks instruments by 1, 3 and 5 year returns, expense ratio, assets under management, and published volatility, shading the score with a gradient for quick scanning.

Do I need an account?
No. Enter a ticker and get a summary in seconds.

Where does the data come from?
From public sources such as Yahoo Finance, official filings/SEC data, and optionally the Finnhub API. Values are normalised and sanity-checked before display.

How often is data updated?
Prices refresh near real-time depending on the source; fundamentals update as companies report and we aim to keep roughly ten years of history.

How should I read the scores (Graham/Buffett/Lynch)?
They start at 0 and only climb as value, quality, and growth checks pass; treat them as educational heuristics, not investment advice or a replacement for full due diligence.