Quantitative Partners





Jefferson Research & Management

10 Dimensions

Jefferson Research has delineated ten key dimensions of a company that are predictors of significant underperformance and relate to general causes of blowups. The dimensions are segments of a company's overall fundamental health and are measured through individual variables which best reflect the dimension and include:

Jefferson Research's Ten Dimensions

  1. Margins
  2. Liquidity
  3. Investment returns
  4. Income Adjustment
  5. Earnings Quality
  6. Cashflow Quality
  7. Accruals
  8. A/R & Inventory
  9. Turnover
  10. Valuation