About
Old School Value is a powerful stock research and valuation platform designed specifically for value and long-term investors. The platform centralizes fundamental analysis by offering six distinct valuation models—Discounted Cash Flow (DCF), Reverse DCF, Price Implied Expectation, Ben Graham Formula, EBIT Multiples, Absolute PE, and Earnings Power Value—enabling investors to triangulate a stock's true intrinsic value from multiple angles. Beyond valuation, Old School Value provides advanced quality and risk metrics including the Piotroski F-Score, Altman Z-Score, and Beneish M-Score to help detect red flags and avoid value traps before committing capital. The platform also tracks proven value metrics such as EV/EBITDA, P/FCF, P/B, P/E, and the Magic Formula. At the heart of the platform is the proprietary Action Score system, a composite grading model that weighs quality, value, and growth factors to produce stock rankings that have historically outperformed the S&P 500. Users can build custom stock screeners, track portfolios, and access insider trade data—all through an intuitive web interface. Pro plan subscribers additionally receive a fully unlocked, transparent Excel spreadsheet analyzer for Windows that eliminates manual data entry and delivers consistent, customizable analysis. Throughout the platform, built-in educational content helps newer investors understand fundamental concepts as they go. Old School Value covers all US stocks including ADRs and OTC securities, making it a comprehensive solution for serious retail investors.
Key Features
- 6 Proven Valuation Models: Triangulate a stock's intrinsic value using DCF, Reverse DCF, Ben Graham Formula, EBIT Multiples, Absolute PE, and Earnings Power Value models.
- Proprietary Action Score System: A composite grading system combining quality, value, and growth metrics that has historically outperformed the S&P 500.
- Advanced Quality & Risk Metrics: Evaluate stocks using Piotroski F-Score, Altman Z-Score, and Beneish M-Score to detect red flags and avoid value traps early.
- Pre-Built Excel Spreadsheet Analyzer: Pro plan includes a fully transparent, unlocked Excel spreadsheet for Windows that automates data entry and valuation modeling.
- Custom Stock Screeners & Portfolio Tracking: Build tailored screeners using proven value metrics and monitor your holdings alongside insider trade data and analyst estimates.
Use Cases
- Calculating and comparing the intrinsic value of US stocks using multiple proven valuation models before making an investment decision.
- Screening for high-quality, undervalued stocks using the Action Score system and classic value metrics like EV/EBITDA and P/FCF.
- Identifying potential value traps early by running Piotroski, Altman Z, and Beneish M quality checks on prospective holdings.
- Building and tracking an investment portfolio while monitoring insider trades and analyst estimates in one centralized platform.
- Learning fundamental investing concepts through built-in educational resources while analyzing real stocks in the app.
Pros
- Multiple Valuation Approaches: Six distinct valuation models allow investors to cross-check intrinsic value estimates rather than relying on a single methodology.
- Market-Beating Action Score: The proprietary scoring system provides an actionable, data-driven ranking that has demonstrated outperformance versus the S&P 500.
- Built-In Education: Contextual help and explanations throughout the app make it accessible for newer investors learning fundamental analysis on the go.
- Transparent Spreadsheet Formulas: Pro users get fully unlocked Excel models, enabling complete customization and trust in the underlying calculations.
Cons
- US Stocks Only: Coverage is limited to US-listed stocks, ADRs, and OTC securities—international investors cannot analyze foreign-listed companies.
- Excel Spreadsheet Requires Windows: The Pro-tier spreadsheet analyzer is only compatible with Windows, leaving Mac users without access to this key feature.
- Subscription Required After Trial: Full functionality requires a paid monthly or annual subscription; the 7-day free trial is limited in duration.
Frequently Asked Questions
Old School Value is a stock valuation and fundamental analysis platform that provides investors with proven models, quality metrics, and a proprietary scoring system to help identify undervalued stocks and make better investment decisions.
The Action Score is a proprietary composite grade that combines quality (business durability), value (price attractiveness), and growth (track record of expansion) metrics. It produces a single score that ranks stocks and has historically outperformed the S&P 500.
Old School Value includes six models: Discounted Cash Flow (DCF), Reverse DCF (Price Implied Expectations), Ben Graham Formula, EBIT Multiples, Absolute PE, and Earnings Power Value, allowing you to triangulate intrinsic value from multiple perspectives.
Yes, Old School Value offers a 7-day free trial on both the Standard and Pro plans, with no commitment required. A live demo is also available on the website.
The Standard plan includes all core web-based tools—valuation models, quality checks, screeners, and portfolio tracking. The Pro plan adds the Excel Spreadsheet Analyzer for Windows, CSV data export, and priority personal support.