Find Levermann Stocks

The ranking of the best stocks according to the Levermann strategy gives you an overview of all the key figures: Find the best Levermann stocks directly.

The best valued Leverman Stocks
Levermann Top Scorers and Levermann Stocks

The Levermann strategy

The Levermann strategy is based on a quantitative analysis method described by former fund manager Susan Levermann in her book"The Relaxed Path to Wealth".

Levermann Top Scorer July 2024

# Stock Price Performance Score Analysis
173.84 $
629.19% 10Y
9/13
1 173.84 $
629.19% 10Y
9/13 View
281.40 SEK
309.89% 10Y
9/13
2 281.40 SEK
309.89% 10Y
9/13 View
100.60
73.84% 10Y
6/13
3 100.60
73.84% 10Y
6/13 View
45.23
123.41% 10Y
6/13
4 45.23
123.41% 10Y
6/13 View
2,062.00
696.22% 10Y
5/13
5 2,062.00
696.22% 10Y
5/13 View
Score updated on: Fri, Jul 19 2024
Valuing Levermann Stocks in the model portfolio
The relaxed path to wealth

How StocksGuide calculates the Levermann score

The investment strategy evaluates a share on the basis of 13 criteria that have led to above-average performance in the past.

One of the following values is awarded for each criterion: +1 point, 0 points, -1 point. The total number of points results in the Levermann score, which is used to classify a stock as "buy", "hold" or "sell". The book recommends buying quality stocks that score at least 4 points if they are large caps. Small and mid caps should even score at least 7 points, as smaller companies are exposed to higher risks.

These stocks are included as Top Scorers in the Levermann Top List.

The criteria in detail

1. Return on equity

The return on equity (RoE) describes the ratio of profit to equity. It indicates the return on a company's equity within an accounting period. A shareholder can use the return on equity to recognize how profitable their investment in the company is.

Points distribution

+1 pts.
> 20%
-1 pts.
< 10%
0 pts.
   10% ... 20%

Return on equity explained simply

Stocks with attractive returns on equity

2. EBIT Margin

EBIT (earnings before interest and taxes) is earnings before interest and taxes, also known as the operating result. The EBIT margin is the ratio of EBIT to sales.

High EBIT Margins are a quality criterion for investment risk. The higher the EBIT Margin, the easier it is to absorb declines in sales economically. EBIT is not applicable for financial stocks. Therefore, 0 points are always awarded for financial stocks in the Levermann model.

Points distribution

+1 pts.
> 12%
-1 pts.
< 6%
0 pts.
   6% ... 12%

EBIT Margin explained simply

Stocks with high EBIT Margin

3. Equity ratio

The equity ratio is the ratio of equity to total capital (balance sheet total). The equity ratio provides information about a company's creditworthiness. The requirements for a positive rating are lower for financial stocks because they have a high proportion of borrowed capital due to their business model.

Distribution of points for financial values

+1 pts.
> 10%
-1 pts.
< 5%
0 pts.
   5% ... 10%

Point distribution for non-financials

+1 pts.
> 25%
-1 pts.
< 15%
0 pts.
   15% ... 25%

Equity ratio explained simply

Stocks with an above-average equity ratio

4. P/E ratio 5 years

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period.

It indicates after how many years you have doubled your stake, assuming that the profit remains constant. It is therefore a good indicator of whether a share is expensive or cheap.

For the average P/E ratio over 5 years, the figures from the past 3 financial years and the expected figures for the current and next financial year are used.

Points distribution

+1 pts.
> 0..12
-1 pts.
> 16 or < 0 or N/A
0 pts.
   12..16

P/E ratio 5 years simply explained

Stocks with attractive P/E ratios

5. P/E ratio forward

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period. The decisive factor here is the PER estimated by analysts for the current financial year.

Points distribution

+1 pts.
> 0..12
-1 pts.
> 16 or < 0
0 pts.
   12..16

P/E ratio forward simply explained

Stocks with attractive P/E ratios

6. Analyst opinions

Stocks are rated by analysts on a 3-level scale: Buy=1, Hold=2, Sell=3. We calculate and evaluate the average value of all opinions.

The opinions of analysts reflect a majority opinion that no longer contain any surprises and therefore do not entail any major price potential. According to Levermann, the analysts' majority opinion is therefore used as a contra-indicator, i.e. there is a plus point if the majority of analysts say "sell" and a minus point if the majority of analysts say "buy".

For small caps with a maximum of 5 analyses, the analysts' opinion is classified as credible according to Levermann. This means that there is a plus point if the majority of analysts say "buy" and a minus point if the majority of analysts say "sell".

Distribution of points for small caps

+1 pts.
   ∅ <= 1.5
-1 pts.
   ∅ >= 2.5
0 pts.
   1.5 < ∅ < 2.5

Otherwise

+1 pts.
   ∅ >= 2.5
-1 pts.
   ∅ <= 1.5
0 pts.
   1.5 < ∅ < 2.5

7. Reaction to quarterly figures

The change in the share price in relation to the reference index on the day the last quarterly figures were published is calculated.

Points distribution

+1 pts.
> 1%
-1 pts.
< -1%
0 pts.
   -1%..1%

8. Profit revision

It calculates how analysts' expectations for earnings per share (EPS) have changed in the last 4 weeks for the current and the coming financial year. To do this, the current value for earnings per share is set in relation to the value from 4 weeks ago.

Points distribution

+1 pts.
> 5%
-1 pts.
< -5%
0 pts.
   -5%..5%

9. Price today vs. price 6 months ago

The key figure defines the percentage by which the share price has changed in the last 6 months.

Points distribution

+1 pts.
> 5%
-1 pts.
< -5%
0 pts.
   -5%..5%

10. Price today vs. price 1 year ago

The key figure defines the percentage by which the share price has changed in the last year.

Points distribution

+1 pts.
> 5%
-1 pts.
< -5%
0 pts.
   -5%..5%

11. Price momentum rising

The key figure defines whether there has been a trend reversal in the last 6 months compared to the entire previous year.

Points distribution

+1 pts. Criterion 9: 1 point, criterion 10: 0 or -1 point.
-1 pts. Criterion 9: -1 point, criterion 10: 0 or 1 point.
0 pts. otherwise

12. Three-month reversal

The indicator calculates how a share has performed in relation to the benchmark index for 3 consecutive months. The indicator is only calculated for large caps.

Points distribution for large caps

+1 pts. Perf. in each month < benchmark index
-1 pts. Perf. in each month > Benchmark index
0 pts. otherwise

13. Profit growth

The estimated earnings per share (EPS) for the next financial year (FY) are compared with the estimated earnings per share for the current financial year (FY).

Points distribution for large caps

+1 pts. EPS NJ - EPS AJ > 5%
-1 pts. EPS NJ - EPS AJ < -5%
0 pts. otherwise

Profit growth explained simply

Stocks with High Earnings Growth

Use the most powerful way to find The Best Stocks using the Levermann Strategy.

The implementation of the Levermann Strategy is more efficient and promising with StocksGuide.

Clear analysis

Share prices and valuations are constantly changing. Therefore, a stock finder for the best quality stocks must of course be up-to-date. StocksGuide Premium therefore delivers:

Real-time quotes

Always keep an eye on the current market value when making comparisons.

Levermann analyses

View 6,950 stocks from 30 indices, 82 sectors and 67 countries.

Stock Screener

Find the best quality stocks in indices such as DAX or NASDAQ thanks to over 30 filters.

Analysis of the best Levermann Stocks

Our experts take a closer look at potential Top Scorers. The best Levermann Stocks are analyzed in detail using the Levermann strategy.

Register now for free to access more top scorer analyses.

Get Started for Free Today

Register for Free

StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.

The Apple stock at a glance with charts, current key metrics, news and stock analyses.
The Best Dividend Stocks in the Dividend Top Scorer list.
Stock Analyses of the Best Stocks Worldwide.
Start building wealth today