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Stock Research Worksheet

Work through your own research on a stock, one step at a time. This is a blank worksheet for your notes, not advice or a recommendation.

Saved notes stay in this browser only. They are not sent to Market Lens, and they can be lost if you clear your browser data, use private browsing or switch device. Print or save as PDF to keep a copy.

Company and sources

Filings, reports, articles and data you read, with dates.

SEC CIK matching

Match the exact filer before you rely on any filing. Search the company name or ticker on the SEC EDGAR company search, then copy the filer name and CIK you see there into the fields below. Compare them with the company name and ticker you entered above.

  • Ambiguous results: several filers can have similar names, share a parent, or have old and new entities. Check the ticker, state, business address and filing history, and note which one you chose and why. If you cannot tell, leave the CIK blank.
  • No SEC CIK: some companies (foreign, private, or non-SEC-registered) have none. Write "No SEC CIK found" in the notes instead of guessing a match.

This worksheet does not check anything for you. You verify the match yourself, and nothing here is automatically verified.

Digits only, as shown by EDGAR. Leave blank if you have not found one.
For example: SEC EDGAR company search, and the date you looked.
Ambiguous results, similar names, or why no CIK applies.

What the business does

How does it make money? Who are its customers and competitors?

Investment thesis

Why might this stock be worth owning, and what must be true?

Financial health and valuation

Revenue and profit trends, debt, cash flow, margins.
Which measures did you use, and how does it compare with peers and its own history?

Catalysts

Events or developments that could change how the market sees the company.

Risks and what could invalidate the thesis

Define the signs that would make you rethink.

Time horizon

How long would you hold, and why?

Decision and review notes

Your own conclusion and reasoning.
When will you revisit this, and what will you check?