Historical Performance

The 10 highest-scoring S&P 500 stocks (based on Shark Scores calculated from data available by January 1st) compared to the full S&P 500 index throughout the year.

Date
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S&P500
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Shark Picks
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Important: Past performance does not guarantee future returns.

Limitations of the Shark Score

Fundamentals Only

The Shark Score analyzes only financial fundamentals from quarterly reports. It does not consider market position, competitive advantages, brand strength, management quality, or other qualitative factors that can significantly impact a company's long-term success.

Backward-Looking Data

The scoring relies entirely on historical quarterly data with a 1-3 month reporting delay, meaning it always reflects past performance rather than current conditions. Additionally, it ignores market sentiment, technical price patterns, and macroeconomic factors— a fundamentally strong company can still decline due to broader market dynamics the score doesn't capture.

One-Size-Fits-All Approach

The Shark Score applies the same evaluation criteria across all companies, regardless of industry. A technology company is measured by the same standards as a utility or retail business, even though different sectors have fundamentally different business models, margin structures, and growth expectations.

Incomplete Data for Smaller Companies

Smaller or younger companies often have incomplete financial reporting, missing metrics, or inconsistent data quality. This can lead to inaccurate or unreliable Shark Scores, as the algorithm requires comprehensive quarterly data to function properly.

Outlier Quarters Have Lasting Impact

Exceptional quarters—whether unusually strong or weak—continue to influence the Shark Score for an extended period due to the trailing twelve-month (TTM) calculation method. A single extraordinary quarter can skew the score for up to a year, even if subsequent quarters normalize.