ValueScreener

ValueScreener company report

Addentax Group Corp. (ATXG)

NASDAQ / Industrials / Integrated Freight & Logistics

Share price

3.00 USD Market dataClose of Oct 14, 2026

Market capitalisation

3.1M USD Market dataClose of Oct 14, 2026
Market data
Oct 14, 2026
Filed accounts
FY2026, filed Jun 29, 2026
Ratios computed
Oct 14, 2026
Filed years
11, FY2016 to FY2026
Four kinds of sourceSEC filingCompany statementMarket dataComputedWhat each means
SEC filingFiled with the SEC
Read from a statement the company filed with the SEC, with the form, fiscal year, filing date and accession beside it.
Company statementCompany statement
What the company says about itself in a filing: an 8-K item, the auditor, its own segment names.
Market dataMarket data
Prices, market value and what analysts publish, with the date they are as of.
ComputedComputed by ValueScreener
Worked out by us from the other three, with the inputs and the formula one press away. A score is a research output, not a rating or a recommendation.
Reading

1 of 10

Overview

What the business is, what it costs, and how it reads on four questions.

Market dataSEC filingComputed

Four questions, at a glance

Quality

Return on equity

-20.5% Computed

From the FY2026 filing

Read quality

Valuation

Price to book

0.10x Computed

FY2026 accounts, priced at the latest close

Read valuation

Cash generation

Free cash flow yield

-36.7% Computed

FY2026 accounts, priced at the latest close

Read cash generation

Revenue and net income, as filed

FY2017 Revenue: 5.3M USDFY2017 Net income: -371.8K USDFY2018 Revenue: 13.4M USDFY2018 Net income: -709.4K USDFY2019 Revenue: 10.0M USDFY2019 Net income: -694.3K USDFY2020 Revenue: 10.2M USDFY2020 Net income: -980.6K USDFY2021 Revenue: 24.7M USDFY2021 Net income: -3.6M USDFY2022 Revenue: 12.7M USDFY2022 Net income: 78.0K USDFY2023 Revenue: 7.9M USDFY2023 Net income: 1.3M USDFY2024 Revenue: 5.2M USDFY2024 Net income: -3.1M USDFY2025 Revenue: 4.2M USDFY2025 Net income: -5.1M USDFY2026 Revenue: 5.4M USDFY2026 Net income: -4.5M USD
Revenue Net income10 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
2 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it good

Return on equity was -20.5% in FY2026, in the band labelled "Likely below the cost of equity" (below 8.0%), on lines anchored on Damodaran's cost-of-capital data, suggesting returns on shareholders' money below the usual cost of equity.

Today, against the Industrials sector (643 companies), -20.5% sits at the 22nd percentile; the middle half of that group runs from -15.6% to 15.8%.

Is it safe

Current ratio was 7.47 in FY2026, in the band labelled "At or above Graham's requirement" (2.00 and above), on lines anchored on Graham's defensive-investor criteria, suggesting short-term assets well above short-term obligations.

Today, against the Industrials sector (673 companies), 7.47 sits at the 94th percentile; the middle half of that group runs from 1.20 to 2.86.

Year by year against peers
Whether Addentax Group Corp.'s return on equity stayed above the median of the Industrials sector, year by year. (FY2023 to FY2026, 4 fiscal years of Addentax Group Corp. with a comparable figure)
The direction
Which way Addentax Group Corp.'s gross margin has moved, and how steadily. (FY2017 to FY2026, 10 filed years of Addentax Group Corp.)
What could explain it
What in Addentax Group Corp.'s filed statements could explain the movements. (3 readings drawn from the statement lines Addentax Group Corp. filed)
What to check next
What to check next on Addentax Group Corp., and where in its filings. (4 questions for Addentax Group Corp.)
In one paragraph
One paragraph on Addentax Group Corp.'s returns, cash, balance sheet and price. (7 of sixteen figures read for Addentax Group Corp.)

These are ATXG’s filed figures. The research desk says what they mean, against peers and its own years, with what to check next.

Research ATXGPart of Serious. New accounts start with 30 days of Professional, free, no card.

2 of 10

What changed

The newest filing, what it moved, and when the next one is due.

SEC filingCompany statement

The newest accounts on file are the FY2026 annual report: 10-K, filed Jun 29, 2026, accession 0001493152-26-031055.

3 of 10

Quality

The returns the business earns on its capital, and the margins behind them.

SEC filingComputed

Addentax Group Corp: returns on capital and margins, each with its source
FigureValue, source and document
Return on invested capital, after tax
Why n/a

The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.

n/a ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Return on equity-20.5% ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Return on capital employed, pre-tax-5.8% ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Return on assets-15.3% ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Gross margin
Why n/m

Filed revenue for this year is zero or below, so a margin is not defined (n/m).

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Operating margin
Why n/m

Filed revenue for this year is zero or below, so a margin is not defined (n/m).

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Net margin
Why n/m

Filed revenue for this year is zero or below, so a margin is not defined (n/m).

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055

4 of 10

Financial strength

What it owes against what it owns, and whether it can meet what falls due.

SEC filingComputedCompany statement

Addentax Group Corp: leverage, liquidity and distress, each with its source
FigureValue, source and document
Debt to equity
Why n/a

The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.

n/a ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Current ratio7.47 ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Quick ratio7.42 ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Interest coverage
Why n/m

Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Altman Z-score-0.06 ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Net debt
Why n/a

The FY2026 balance sheet carries no net debt we could read.

n/a ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Total assets 29.3MTotal liabilities 7.6MShareholders' equity 21.8MOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Addentax Group Corp owned and owed at the end of fiscal 2026, from the balance sheet it filed (10-K, filed Jun 29, 2026, 0001493152-26-031055).

Addentax Group Corp: balance sheet position
Total assets29.3M FiledFY2026 10-K, filed Jun 29, 2026
Total liabilities7.6M FiledFY2026 10-K, filed Jun 29, 2026
Shareholders' equity21.8M FiledFY2026 10-K, filed Jun 29, 2026
Cash574.3K FiledFY2026 10-K, filed Jun 29, 2026
Total debtn/a FiledFY2026 10-K, filed Jun 29, 2026
Net debtn/a
Current ratio7.47
Debt to equityn/a
  • Debt to equity: FY2026: The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
  • Interest cover: FY2026: Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).

Read from the filed balance sheet for each year, with the income statement of the same year supplying operating profit where a ratio needs it. Nothing here is a view on whether this company is sound.

5 of 10

Valuation context

What the market charges for it, against its own record and companies like it.

Market dataSEC filingComputed

Addentax Group Corp: what the market charges, each with its source
FigureValue, source and document
Price to earnings
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
P/E on trailing twelve months3.24x ComputedClose of Oct 14, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book0.10x ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Price to sales
Why n/a

We do not hold this figure for this company, so there is nothing to show.

n/a ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Enterprise value to EBIT
Why n/a

The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.

n/a ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Enterprise value to EBITDA
Why n/m

EBITDA is zero or negative, so a multiple of it is not meaningful.

n/m ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Price to earnings over growth
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Diluted earnings per share-6.27 USD FiledFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Graham number
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055

We publish no fair value or price target of our own. Value ATXG on your own assumptions in the DCF workbench, starting from the filed figures.

Its own record, and companies like it

Valuation

What the market charges for Addentax Group Corp today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Addentax Group Corp: valuation
Share price3.00 USD
Market capitalisation3.1M USD
Enterprise value to EBITDAn/m
Graham numbern/m
Diluted earnings per share, FY2026-6.27 USD

Price to earnings on trailing twelve months, a different basis from the fiscal-year P/E above, since Aug 13, 2021: low 3.24x, median 4.82x, high 7.55x, latest 3.24x. 31 trading days with a meaningful ratio, 1,266 more on a loss and left out. Each close over the trailing twelve months of earnings as known that day: a quarter counts from the day it was filed.

Companies like Addentax Group Corp

  1. Globavend Holdings Limited (GVH)Market cap 2.4M USD
  2. CALLAN JMB INC. (CJMB)Market cap 10.4M USD
  3. Singularity Future Technology Ltd. (SGLY)Market cap 3.3M USD
  4. Jayud Global Logistics Limited (JYD)Market cap 3.0M USD
  5. BingEx Limited (FLX)Market cap 34.2M USD

Same industry (Integrated Freight & Logistics) and size band (Nano, under 50M), nearest in market value and current ratio. Each of those counts equally, by how many of the companies considered sit between the two on it. Closest first: the order is likeness and nothing else.

6 of 10

Cash generation

Whether profit arrives as cash, and what is paid back to shareholders.

SEC filingComputed

Addentax Group Corp: cash generation and what is paid out, each with its source
FigureValue, source and document
Free cash flow yield-36.7% ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Free cash flow-784.5K USD ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Free cash flow margin
Why n/m

Filed revenue for this year is zero or below, so a margin is not defined (n/m).

n/m ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Dividend yield
Why n/a

We do not hold this figure for this company, so there is nothing to show.

n/a ComputedClose of Oct 14, 2026 · FY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Payout ratio
Why n/a

We do not hold this figure for this company, so there is nothing to show.

n/a ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
FY2017 Net income: -371.8K USDFY2018 Free cash flow: 1.8M USDFY2018 Net income: -709.4K USDFY2019 Free cash flow: 963.9K USDFY2019 Net income: -694.3K USDFY2020 Free cash flow: -1.3M USDFY2020 Net income: -980.6K USDFY2021 Free cash flow: -4.6M USDFY2021 Net income: -3.6M USDFY2022 Free cash flow: 892.8K USDFY2022 Net income: 78.0K USDFY2023 Net income: 1.3M USDFY2024 Free cash flow: -546.9K USDFY2024 Net income: -3.1M USDFY2025 Free cash flow: 618.4K USDFY2025 Net income: -5.1M USDFY2026 Free cash flow: -784.5K USDFY2026 Net income: -4.5M USD
Free cash flow Net incomeProfit that arrives as cash stands level with net income; a gap year after year is worth reading about.

7 of 10

Filings

Every figure, the year it is for and the document it was read from.

SEC filingMarket data

The filed figures

Computed from the accounts this company filed with the SEC and, in a ratio with a price in it, the last close, dated on this page. Every filed figure below carries the fiscal year and the filing date its accounts were read from, and every blank carries the reason it is blank. Nothing here is a view on this company.

Addentax Group Corp.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
n/mFY2026Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
0.10xFY2026Oct 14, 2026
n/aFY2026Oct 14, 2026
n/a The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
-36.7%FY2026Oct 14, 2026
n/aFY2026Jun 29, 2026
n/a The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
n/aFY2026Oct 14, 2026
n/a The filed cash flow statement reports no dividend paid at all. That is not the same as a filed zero, and we will not read it as one.
n/aFY2026Jun 29, 2026
n/a The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
7.47FY2026Jun 29, 2026
n/aFY2026Oct 14, 2026
n/a We hold no figure here and no stored reason for its absence. The gap is ours, not the company's.
n/mFY2026Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
-0.06FY2026Oct 14, 2026
n/aFY2026Jun 29, 2026
n/a This figure compares a year against the one before it, and we hold one filed year for this company.
1/9FY2026Jun 29, 2026

The figures are computed from the accounts for fiscal 2026, the newest full year on file. 11 filed fiscal years on record, FY2016 to FY2026, from SEC EDGAR. Prices as of Oct 14, 2026. Ratios recomputed Oct 14, 2026. Two facts, because a recompute is not a fresh quote.

The year and the filing date name the statement each figure’s accounts are read from, and they stand even where the figure itself could not be computed: the line beneath a blank says what that statement did not carry. A figure’s name opens its formula and the filings behind it; a statement that names no SEC filing has no filing date, and reads n/a.

Ten years of filed figures, year by year

Ten years of filed figures

10 filed fiscal years, FY2017 to FY2026, read from the annual reports Addentax Group Corp filed with the SEC. Each year names its filing. Amounts in USD, as filed.

Addentax Group Corp: revenue, earnings, free cash flow and returns, by fiscal year, with the filing each year was read from
YearRevenueOperating incomeNet incomeEPS, dilutedFree cash flowOperating marginReturn on equityFiling
FY20265.4M-1.5M-4.5M-6.27-784.5Kn/m-20.5%10-K, Jun 29, 20260001493152-26-031055
FY20254.2M-1.8M-5.1M-12.75618.4K-43.5%-23.4%10-K, Jun 30, 20250001641172-25-017050
FY20245.2M-1.1M-3.1M-10.65-546.9K-21.9%-11.9%10-K, Jul 15, 20240001493152-24-027830
FY20237.9M-462.9K1.3M0.60n/a-5.8%5.5%10-K, Jun 29, 20230001493152-23-022881
FY202212.7M-57.0K78.0K0.00892.8K-0.5%n/m10-K, Jun 23, 20220001493152-22-017581
FY202124.7M-3.6M-3.6M-21.00-4.6M-14.6%n/m10-K, Jun 29, 20210001493152-21-015510
FY202010.2M-864.3K-980.6K-6.00-1.3M-8.5%n/m10-K, Jun 29, 20200001493152-20-012023
FY201910.0M-683.1K-694.3K-4.50963.9K-6.8%n/m10-K, Jul 1, 20190001493152-19-009992
FY201813.4M-256.0K-709.4K90.001.8M-1.9%n/m10-K, Jul 16, 20180001493152-18-010040
FY20175.3M-374.2K-371.8K0.00n/a-7.0%n/m10-K, Jul 3, 20170001493152-17-007430
  • Revenue, compound annual growth FY2017 to FY2026: 0.1%
  • Earnings: Earnings was not positive in both 2017 and 2026, so a compound rate across the window is not defined. Both figures are in the table.
  • Earnings per share: Earnings per share was not positive in both 2017 and 2026, so a compound rate across the window is not defined. Both figures are in the table.
  • Free cash flow: Free cash flow was not positive in both 2018 and 2026, so a compound rate across the window is not defined. Both figures are in the table.

Every figure in this section is a line of a filed annual statement or a ratio of two of them. Nothing here is estimated or smoothed. Earnings per share filed before a share split are put on today's share count, and say so. Nothing here is a verdict on the company.

8 of 10

Risks and guardrails

The accounting screens, the published tests, and the lines you can set to be told.

ComputedCompany statement

Addentax Group Corp: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score
Why n/a

We do not hold this figure for this company, so there is nothing to show.

n/a ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Piotroski F-score1/9 ComputedFY2026 10-K, filed Jun 29, 2026, 0001493152-26-031055
Named tests met2 of 30 Computed
Beta0.64 ComputedClose of Oct 14, 2026

The named tests

Of 30 tests value investors published: 2 met, 19 not met, 9 we could not complete. Counts, never a score: a single figure would have to decide that meeting one investor’s criteria and meeting another’s are worth the same.

Which tests, by name(all 30)
Meets
Two thirds of NCAV (Benjamin Graham); Cheapest quarter on P/B (David Dreman)
Does not
Defensive investor (Benjamin Graham); Deep value; Large cap, low P/E; High F-score, low P/B (Joseph Piotroski); Three forensic scores; High returns and growth; EV/EBITDA and coverage; High yield, low payout; Dividends and buybacks; Low beta, profitable; Near the 52-week low; Z-score and coverage (Edward Altman); High returns, low debt; Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Tangible book or below; Cash-flow yield and ROIC; Clean books, high ROIC
Not measured
Earnings yield and ROIC (Joel Greenblatt); Low PEG, low debt (Peter Lynch); Gross margin, turnover (Robert Novy-Marx); ROIC at or above WACC; P/E times P/B (Benjamin Graham); Book or below, low debt (Walter Schloss); Cash-covered dividend; Cheapest quarter on P/E (David Dreman); Low P/E, growth, yield (John Neff). A test with a figure we could not read is incomplete, never met and never failed.
Figures we could not read(18)
  • Debt to Equity: The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
  • P/E Ratio: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • EV/EBIT: The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
  • Return on Invested Capital: The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
  • Beneish M-Score: We do not hold this figure for this company, so there is nothing to show.
  • PEG Ratio: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • Eps Growth 5Y: We do not hold this figure for this company, so there is nothing to show.
  • Gross Margin: Filed revenue for this year is zero or below, so a margin is not defined (n/m).
  • Asset Turnover: The stored figure is a zero that can stand for data we do not hold, so this test is not measured.
  • EV/EBITDA: EBITDA is zero or negative, so a multiple of it is not meaningful.
  • Interest Coverage: Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).
  • Dividend Yield: We do not hold this figure for this company, so there is nothing to show.
  • Payout Ratio: We do not hold this figure for this company, so there is nothing to show.
  • ROIC-WACC Spread: The debt total on file was summed from short-term debt, long-term debt and lease obligations, and at least one of those was never captured. An absent term is spent as a zero inside that sum, and this balance sheet does not show the term is empty, so we will not build a leverage ratio, an enterprise value or a return on capital on it, or rank the company on one.
  • Price To Graham: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • P/S Ratio: We do not hold this figure for this company, so there is nothing to show.
  • Dividend Coverage Ratio: We do not hold this figure for this company, so there is nothing to show.
  • Dividend Streak: We do not hold this figure for this company, so there is nothing to show.

9 of 10

Declared positions

Whether anybody here owns this company.

Positions declared by the founder: no holding in any company shown here, as of October 3, 2026.

10 of 10

Next step

What to do with what you have read.

A thesis is your reason for owning it, in your words, with the figures that must stay true. Checking those figures every night against the newest filed accounts, and telling you once when one breaks, is what the subscription adds.

More on this company

What this cannot tell you

  • 18 figures could not be read on this company, among them Debt to Equity, P/E Ratio, EV/EBIT. Each blank in the table above names the rest, with its reason. 9 named tests come back incomplete because of them, which is neither met nor missed.

And the one that is true of all of it: This is what the numbers say today. It cannot tell you the day one of them stops being true. Nothing here can, because the reasons are not written down.

Running this once is arithmetic on public documents and you are welcome to it. Writing down why you own each company, in your own words and with the numbers that have to stay true for it to hold, and then having those numbers re-checked every night against the newest filed accounts, and against the latest close where a rule watches a price, is Professional, the plan a new account starts on for 30 days, one trial per person. It writes to you the day one breaks, and stays quiet when nothing does. The check runs every night at 23:30 UTC. A filing is picked up the night after it is published.

No card. 30 free days, and nothing is charged unless you choose a plan.

Analyze your own portfolio

ValueScreener · valuescreener.ai · Computed from accounts filed with the SEC by this company, read from EDGAR, and from dated closing prices. On this page a filed figure opens into its formula, its inputs and the statement, fiscal year and filing date it was read from, and a price into the day of its close. A figure that cannot show that trail says so.

A computation on accounts filed with the SEC, not a recommendation and not advice. Past filings do not indicate future results. Risk disclaimer.

Once a week, what changed in the filings of US-listed companies, why it can matter to a thesis, and what deserves a closer review. Grounded in filings, not market noise.

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Risk disclaimer. This service is provided for research and education only. Nothing on it is investment advice, a recommendation, or an offer to buy or sell any security. Capital is at risk, and past performance does not indicate future results. Figures come from filed accounts and may be incomplete, delayed or later restated, so verify a number against the filing before you act on it.