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Difference Between Fundamental and Technical Analysis



Several traders and investors fail in the stock market. This is because they do not get to learn about the industry they are investing their money in. Therefore analysis of the stock market is critical to understand an industry's stock. Stock market analysis is the evaluation of a market stock as a whole.


We mentioned traders and investors because there are two types of analysis. In this article, we will compare fundamental analysis to technical analysis. But first, let us understand the basics.


What is Fundamental Analysis?

It is the study of the essential elements that influence the company's stock price in the future. This is possible by determining the principal value of the stock.


These elements include:

  • Financial factors or statements

  • Macroeconomic factors

  • The managerial factors

  • Industry potential

It evaluates the future price of a stock market by using charts to identify patterns and trends.

For successful analysis, the changes in stock's price doubt help to know how the price will change in the future.


Additionally, it gives you a clear view of why there are changes in security prices.


Difference between Fundamental and Technical Analysis

  1. Fundamental analysis is based on financial statements. These statements are from the performance and profitability of the industry. Technical analysis is based on charts, indicators, and price movements.

  2. In Fundamental Analysis, stock analysis is for long-term position trade periods. Rather it is preferred by investors investing in stocks whose value would increase in several years. Technical analysis is only for short-term trade periods.

  3. Fundamental analysis is by the use of both past and present data. Whereas technical analysis only considers past data.

  4. The technical analysis identifies how a stock will do in the future. Moreover, it is based on the fluctuation of price. On the other hand, fundamental analysis identifies the essential value for long-term opportunities.

  5. Based on their objectives, fundamental analysis focuses on investing. Investors rely on this to buy or hold stocks. On the other hand, technical analysis is concerned with trading. Traders rely on technical analysis to make short-term profits as well.

  6. In fundamental analysis, traders make decisions based on available information and statistics. However, in technical analysis, decision-making relies on market trends and stock prices.

  7. The essential value of stock doubt is by analysis of the balance sheets, cash flow, and income statements in Fundamental analysis. Analysts may also rely on profit margin and price-to-earnings ratio. Technical analysis depends on charts and indicators to analyze the future price.

Final Thoughts

As an investor, you should perform a stock market analysis. Thereafter, you can now invest your money in the stock market. Familiarizing yourself with this idea of stock market analysis will prevent you from incurring significant losses.

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