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Method and system for rating securities, method and system for evaluating price of securities, method for establishing a market with the system

  • US 20050251475A1
  • Filed: 06/13/2005
  • Published: 11/10/2005
  • Est. Priority Date: 09/03/2001
  • Status: Active Grant
First Claim
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1. An investment rating system for securities or fixed rate financing instruments comprising:

  • means for providing at least one risk attribute and at least one return per share attribute shared by said securities or fixed rate financing instruments;

    means for grading among said securities or fixed rate financing instruments with grading numbers based on each of said at least one risk attribute and each of said at least one return per share attribute respectively;

    means for providing a weighting factor for each of said at least one risk attribute and each of said at least one return per share attribute;

    means for calculating an investment rating value for each one of said securities or fixed rate financing instruments based upon a formula involving the grading numbers and a weighting factor corresponding to each of the attributes; and

    means for publishing said attributes and the respective weighting factor, and said formula, wherein the return per share attribute is a dividend yield, a price/earnings ratio, a periodical price performance percentage, a beta/volatility ratio, a price/book ratio, a price/sales ratio, a Price/Earnings to Growth Ratio, or an estimated periodical Earnings per Share Growth, and wherein the risk attribute is a debt/equity ratio, a maturity term, a guarantee type, a debt rating of the issuer or the guarantor, a credit rating of the issuer or the guarantor, or a callable indication.

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