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ValueScreener company report

Corebridge Financial, Inc. (CRBG)

NYSE / Financial Services / Asset Management

Share price

34.43 USD Market dataClose of Oct 16, 2026

Market capitalisation

15.35B USD Market dataClose of Oct 16, 2026
Market data
Oct 16, 2026
Filed accounts
FY2025, filed Feb 11, 2026
Ratios computed
Oct 16, 2026
Filed years
6, FY2020 to FY2025
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

-2.8% Computed

From the FY2025 filing

Read quality

Financial strength

Debt to equity

n/a Computed

From the FY2025 filing

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.

Read financial strength

Valuation

Price to book

1.41x Computed

FY2025 accounts, priced at the latest close

Read valuation

Cash generation

Dividend yield

2.9% Computed

FY2025 accounts, priced at the latest close

Read cash generation

Revenue and net income, by fiscal year

FY2018 Revenue: 15.03B USDFY2018 Net income: -80.0M USDFY2019 Revenue: 13.21B USDFY2019 Net income: 50.0M USDFY2020 Revenue: 15.06B USDFY2020 Net income: 642.0M USDFY2021 Revenue: 23.26B USDFY2021 Net income: 8.24B USDFY2022 Revenue: 24.70B USDFY2022 Net income: 8.16B USDFY2023 Revenue: 18.80B USDFY2023 Net income: 1.10B USDFY2024 Revenue: 18.71B USDFY2024 Net income: 2.23B USDFY2025 Revenue: 18.48B USDFY2025 Net income: -366.0M USD
Revenue Net income8 fiscal years; a year whose statement names no SEC filing is market data, and the table in Filings says which.
Named tests met
0 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it good

Return on equity was -2.8% in FY2025, 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 Asset Management industry (71 companies), -2.8% sits at the 22nd percentile; the middle half of that group runs from 1.3% to 14.3%.

Year by year against peers
Whether Corebridge Financial, Inc.'s return on equity stayed above the median of the Asset Management industry, year by year. (FY2024 to FY2025, 2 fiscal years of Corebridge Financial, Inc. with a comparable figure)
The direction
Which way Corebridge Financial, Inc.'s revenue growth, five years has moved, and how steadily. (FY2019 to FY2025, 7 filed years of Corebridge Financial, Inc.)
What could explain it
What in Corebridge Financial, Inc.'s filed statements could explain the movements. (2 readings drawn from the statement lines Corebridge Financial, Inc. filed)
What to check next
What to check next on Corebridge Financial, Inc., and where in its filings. (1 question for Corebridge Financial, Inc.)
In one paragraph
One paragraph on Corebridge Financial, Inc.'s returns, cash, balance sheet and price. (3 of sixteen figures read for Corebridge Financial, Inc.)

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

Research CRBGPart 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 FY2025 annual report: 10-K, filed Feb 11, 2026, accession 0001889539-26-000022.

3 of 10

Quality

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

SEC filingComputed

Corebridge Financial, Inc: returns on capital and margins, each with its source
FigureValue, source and document
Return on invested capital, after tax
Why n/m

Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Return on equity-2.8% ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Return on capital employed, pre-tax
Why n/m

Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Return on assets-0.1% ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Gross margin
Why n/a

Our archived statements for this filer carry no gross profit line, so there is nothing to compute a gross margin from and trace back to source. That may be because the filer presents no cost of revenue, or because we have not captured the concept. We do not guess which.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Operating margin
Why n/a

No operating income line is filed for this year.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Net margin-2.0% ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
CRBG -2.0%
TPG 4.0%BEN 6.0%IVZ -2.7%OWL 13.9%ARES 11.1%
-2.7%13.9%
Net margin: CRBG against the 5 companies named under Valuation context, each as filed for its own latest year. Placement only: no average is drawn.

4 of 10

Financial strength

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

SEC filingComputedCompany statement

Corebridge Financial, Inc: 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 ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Current ratio
Why n/a

Our archived statements for this filer carry no current assets line, so we cannot compute this from source and show you where it came from.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Quick ratio
Why n/a

Our archived statements for this filer carry no current assets line, so we cannot compute this from source and show you where it came from.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Interest coverage
Why n/a

No operating income line is filed for this year.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Altman Z-score
Why n/m

Altman's Z-Score was estimated on manufacturers and explicitly excludes financial firms. A financial company scores in the distress zone by construction, so the number would be wrong rather than alarming. Not applicable to financials.

n/m ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Net debt
Why n/a

The FY2025 balance sheet carries no net debt we could read.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Total assets 413.55BTotal liabilities 399.59BShareholders' equity 13.20BOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Corebridge Financial, Inc owned and owed at the end of fiscal 2025, from the balance sheet it filed (10-K, filed Feb 11, 2026, 0001889539-26-000022).

Corebridge Financial, Inc: balance sheet position
Total assets413.55B FiledFY2025 10-K, filed Feb 11, 2026
Total liabilities399.59B FiledFY2025 10-K, filed Feb 11, 2026
Shareholders' equity13.20B FiledFY2025 10-K, filed Feb 11, 2026
Cash453.0M FiledFY2025 10-K, filed Feb 11, 2026
Total debtn/a FiledFY2025 10-K, filed Feb 11, 2026
Net debtn/a
Current ration/a
Debt to equityn/a
  • Debt to equity: FY2025: 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.
  • Current ratio: FY2025: Our archived statements for this filer carry no current assets line, so we cannot compute this from source and show you where it came from.
  • Interest cover: FY2025: No operating income line is filed for this year.

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

Corebridge Financial, Inc: 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 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
P/E on trailing twelve months22.07x ComputedClose of Oct 16, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book1.41x ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Price to sales1.00x ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Enterprise value to EBIT
Why n/m

Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.

n/m ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Enterprise value to EBITDA
Why n/m

Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.

n/m ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
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 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Diluted earnings per share-0.68 USD FiledFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
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 ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022

We publish no fair value or price target of our own. Value CRBG 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 Corebridge Financial, Inc today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Corebridge Financial, Inc: valuation
Share price34.43 USD
Market capitalisation15.35B USD
Enterprise value to EBITDAn/m
Graham numbern/m
Diluted earnings per share, FY2025-0.68 USD

Price to earnings on trailing twelve months, a different basis from the fiscal-year P/E above, since May 11, 2023: low 1.80x, median 8.24x, high 80.78x, latest 22.07x. 673 trading days with a meaningful ratio, 189 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 Corebridge Financial, Inc

  1. TPG Inc. (TPG)Market cap 16.30B USD
  2. Franklin Resources, Inc. (BEN)Market cap 15.74B USD
  3. Invesco Ltd. (IVZ)Market cap 12.45B USD
  4. Blue Owl Capital Inc. (OWL)Market cap 13.83B USD
  5. Ares Management Corporation (ARES)Market cap 36.87B USD

Same industry (Asset Management) and size band (Large, 10B to 200B), nearest in market value and net margin. 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

Corebridge Financial, Inc: cash generation and what is paid out, each with its source
FigureValue, source and document
Free cash flow yield
Why n/a

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

n/a ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Free cash flow
Why n/a

The FY2025 filing carries no free cash flow we could read.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Free cash flow margin
Why n/a

No free cash flow, and no operating cash flow and capital expenditure pair, is filed for this year.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Dividend yield2.9% ComputedClose of Oct 16, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Payout ratio
Why n/a

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

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
FY2018 Free cash flow: 3.21B USDFY2018 Net income: -80.0M USDFY2019 Free cash flow: 2.44B USDFY2019 Net income: 50.0M USDFY2020 Net income: 642.0M USDFY2021 Net income: 8.24B USDFY2022 Net income: 8.16B USDFY2023 Net income: 1.10B USDFY2024 Net income: 2.23B USDFY2025 Net income: -366.0M 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.

Corebridge Financial, Inc.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
n/mFY2025Oct 16, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
1.41xFY2025Oct 16, 2026
n/mFY2025Oct 16, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/aFY2025Oct 16, 2026
n/a The filed cash flow statement reports neither free cash flow nor the operating cash flow and capital spending it is built from.
n/mFY2025Feb 11, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
2.9%FY2025Oct 16, 2026
n/aFY2025Feb 11, 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/aFY2025Feb 11, 2026
n/a Our archived statements for this filer carry no current assets line, so we cannot compute this from source and show you where it came from.
1.00xFY2025Oct 16, 2026
n/mFY2025Oct 16, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Oct 16, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Feb 11, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Feb 11, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.

The figures are computed from the accounts for fiscal 2025, the newest full year on file. 6 filed fiscal years on record, FY2020 to FY2025, from SEC EDGAR. Prices as of Oct 16, 2026. Ratios recomputed Oct 16, 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

8 fiscal years, FY2018 to FY2025. 6 read from the annual reports Corebridge Financial, Inc filed with the SEC, each naming its filing; the rest from statements that name none, which are market data. Amounts in USD, as reported.

Corebridge Financial, Inc: 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
FY202518.48B11.0M-366.0M-0.68n/an/a-2.8%10-K, Feb 11, 20260001889539-26-000022
FY202418.71B3.36B2.23B3.72n/an/a19.5%10-K, Feb 13, 20250001889539-25-000014
FY202318.80B1.52B1.10B1.71n/an/a9.4%10-K, Feb 15, 20240001889539-24-000006
FY202224.70B11.03B8.16B12.60n/an/a87.0%10-K, Feb 24, 20230001889539-23-000003
FY202123.26B11.64B8.24Bn/an/an/a30.4%10-K, Feb 24, 20230001889539-23-000003
FY202015.06B1.34B642.0Mn/an/an/a1.8%10-K, Feb 24, 20230001889539-23-000003
FY201913.21B-4.98B50.0M0.482.44B-37.7%n/aMarket data, supplied Oct 15, 2026accession n/a
FY201815.03B4.40B-80.0M-0.123.21B29.3%n/aMarket data, supplied Oct 15, 2026accession n/a
  • Revenue, compound annual growth FY2018 to FY2025: 3.0%
  • Earnings: Earnings was not positive in both 2018 and 2025, 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 2018 and 2025, so a compound rate across the window is not defined. Both figures are in the table.
  • Free cash flow, compound annual growth FY2018 to FY2019: -23.8%

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

Corebridge Financial, Inc: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score
Why n/m

The Beneish M-Score is built on gross margin, receivables and asset quality indices estimated on non-financial firms. Those inputs are not defined here.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Piotroski F-score
Why n/m

2 of the nine Piotroski signals are undefined for a capital markets firm: signal 6 (rising current ratio), signal 8 (rising gross margin). We do not publish a partial score under the full score's name.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001889539-26-000022
Named tests met0 of 30 Computed
Beta1.28 ComputedClose of Oct 16, 2026

The named tests

Of 30 tests value investors published: 0 met, 15 not met, 15 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
None of the named tests.
Does not
Defensive investor (Benjamin Graham); Deep value; High F-score, low P/B (Joseph Piotroski); High returns and growth; Gross margin, turnover (Robert Novy-Marx); High yield, low payout; Low beta, profitable; Near the 52-week low; High returns, low debt; Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Book or below, low debt (Walter Schloss); Tangible book or below; Cheapest quarter on P/B (David Dreman)
Not measured
Large cap, low P/E; Earnings yield and ROIC (Joel Greenblatt); Three forensic scores; Low PEG, low debt (Peter Lynch); EV/EBITDA and coverage; Dividends and buybacks; ROIC at or above WACC; Z-score and coverage (Edward Altman); Two thirds of NCAV (Benjamin Graham); P/E times P/B (Benjamin Graham); Cash-covered dividend; Cash-flow yield and ROIC; Clean books, high ROIC; 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(20)
  • Current Ratio: Our archived statements for this filer carry no current assets line, so we cannot compute this from source and show you where it came from.
  • 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.
  • Piotroski F-Score: 2 of the nine Piotroski signals are undefined for a capital markets firm: signal 6 (rising current ratio), signal 8 (rising gross margin). We do not publish a partial score under the full score's name.
  • 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: Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.
  • Return on Invested Capital: Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.
  • Altman Z-Score: Altman's Z-Score was estimated on manufacturers and explicitly excludes financial firms. A financial company scores in the distress zone by construction, so the number would be wrong rather than alarming. Not applicable to financials.
  • Beneish M-Score: The Beneish M-Score is built on gross margin, receivables and asset quality indices estimated on non-financial firms. Those inputs are not defined here.
  • 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: Our archived statements for this filer carry no gross profit line, so there is nothing to compute a gross margin from and trace back to source. That may be because the filer presents no cost of revenue, or because we have not captured the concept. We do not guess which.
  • EV/EBITDA: Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.
  • Interest Coverage: No operating income line is filed for this year.
  • Payout Ratio: We do not hold this figure for this company, so there is nothing to show.
  • Free Cash Flow Yield: We do not hold this figure for this company, so there is nothing to show.
  • ROIC-WACC Spread: Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.
  • Price To Ncav: Net current asset value needs current assets, which an unclassified balance sheet does not report.
  • 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.
  • Capex To Ocf: 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.

9 of 10

Declared positions

Whether anybody here owns this company.

Positions declared by Javier Sanz Alvarez: 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

  • 20 figures could not be read on this company, among them Current Ratio, Debt to Equity, Piotroski F-Score. Each blank in the table above names the rest, with its reason. 15 named tests come back incomplete because of them, which is neither met nor missed.
  • We hold 6 filed fiscal years rather than 10, so the run above is shorter than a full decade and is counted as what it is.

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.

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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.

Margin Notes

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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