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Figure Technology Solutions, Inc. Class A Common Stock (FIGR)

NASDAQ / Financial Services / Financial - Capital Markets

Share price

27.67 USD Market dataClose of Oct 15, 2026

Market capitalisation

5.14B USD Market dataClose of Oct 15, 2026
Market data
Oct 15, 2026
Filed accounts
FY2025, filed Mar 16, 2026
Ratios computed
Oct 15, 2026
Filed years
3, FY2023 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

10.9% Computed

From the FY2025 filing

Read quality

Valuation

Price to earnings

51.24x Computed

FY2025 accounts, priced at the latest close

Read valuation

Cash generation

Free cash flow yield

n/m Computed

FY2025 accounts, priced at the latest close

Why n/m

For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.

Read cash generation

Revenue and net income, as filed

FY2023 Revenue: 209.5M USDFY2023 Net income: -47.9M USDFY2024 Revenue: 340.9M USDFY2024 Net income: 17.2M USDFY2025 Revenue: 506.9M USDFY2025 Net income: 133.9M USD
Revenue Net income3 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
0 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it cheap

Price to earnings is 51.24x at the close of 2026-10-15 on FY2025 figures; the lines are 15.00x (Graham's defensive ceiling) and, by market convention, 10.00x, 25.00x and 40.00x, and this sits above the highest.

Today, against the Financial - Capital Markets industry (36 companies), 51.24x sits at the 99th percentile; the middle half of that group runs from 12.68x to 23.09x.

Is it good

Return on equity was 10.9% in FY2025, in the band labelled "Ordinary" (8.0% to 15.0%), on lines anchored on Damodaran's cost-of-capital data.

Today, against the Financial - Capital Markets industry (64 companies), 10.9% sits at the 62nd percentile; the middle half of that group runs from -23.4% to 16.4%.

Is it safe

Current ratio was 2.20 in FY2025, 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 Financial - Capital Markets industry (40 companies), 2.20 sits at the 61st percentile; the middle half of that group runs from 1.10 to 3.40.

Year by year against peers
Whether Figure Technology Solutions, Inc. Class A Common Stock's return on equity stayed above the median of the Financial - Capital Markets industry, year by year. (FY2024 to FY2025, 2 fiscal years of Figure Technology Solutions, Inc. Class A Common Stock with a comparable figure)
What could explain it
What in Figure Technology Solutions, Inc. Class A Common Stock's filed statements could explain the movements. (4 readings drawn from the statement lines Figure Technology Solutions, Inc. Class A Common Stock filed)
What to check next
What to check next on Figure Technology Solutions, Inc. Class A Common Stock, and where in its filings. (3 questions for Figure Technology Solutions, Inc. Class A Common Stock)
In one paragraph
One paragraph on Figure Technology Solutions, Inc. Class A Common Stock's returns, cash, balance sheet and price. (5 of sixteen figures read for Figure Technology Solutions, Inc. Class A Common Stock)

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

Research FIGRPart 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 Mar 16, 2026, accession 0002064124-26-000009.

3 of 10

Quality

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

SEC filingComputed

Figure Technology Solutions, Inc. Class A Common Stock: 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 Mar 16, 2026, 0002064124-26-000009
Return on equity10.9% ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 Mar 16, 2026, 0002064124-26-000009
Return on assets5.8% ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 Mar 16, 2026, 0002064124-26-000009
Operating margin23.2% ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Net margin26.4% ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
FIGR 26.4%
GLXY -0.4%ETOR 1.6%MIAX -5.1%MRX 14.5%EVR 15.3%
-5.1%26.4%
Net margin: FIGR 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

Figure Technology Solutions, Inc. Class A Common Stock: 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 Mar 16, 2026, 0002064124-26-000009
Current ratio2.20 ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Quick ratio2.20 ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Interest coverage
Why n/a

No interest expense is filed for this year, so coverage is not computed.

n/a ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Net debt
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Total assets 2.32BTotal liabilities 1.08BShareholders' equity 1.23BOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Figure Technology Solutions, Inc. Class A Common Stock owned and owed at the end of fiscal 2025, from the balance sheet it filed (10-K, filed Mar 16, 2026, 0002064124-26-000009).

Figure Technology Solutions, Inc. Class A Common Stock: balance sheet position
Total assets2.32B FiledFY2025 10-K, filed Mar 16, 2026
Total liabilities1.08B FiledFY2025 10-K, filed Mar 16, 2026
Shareholders' equity1.23B FiledFY2025 10-K, filed Mar 16, 2026
Cash1.20B FiledFY2025 10-K, filed Mar 16, 2026
Total debtn/a FiledFY2025 10-K, filed Mar 16, 2026
Net debtn/a
Current ratio2.20
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.
  • Interest cover: FY2025: No interest expense is filed for this year, so coverage is not computed.

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

Figure Technology Solutions, Inc. Class A Common Stock: what the market charges, each with its source
FigureValue, source and document
Price to earnings51.24x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
P/E on trailing twelve months41.75x ComputedClose of Oct 15, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book4.18x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Price to sales10.14x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Price to earnings over growth
Why n/a

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

n/a ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Diluted earnings per share0.44 USD FiledFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Graham number
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009

We publish no fair value or price target of our own. Value FIGR 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 Figure Technology Solutions, Inc. Class A Common Stock today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Figure Technology Solutions, Inc. Class A Common Stock: valuation
Share price27.67 USD
Market capitalisation5.14B USD
Enterprise value to EBITDAn/m
Graham numbern/a
Diluted earnings per share, FY20250.44 USD

Price to earnings on trailing twelve months, a different basis from the fiscal-year P/E above, since May 15, 2026: low 41.75x, median 55.63x, high 80.15x, latest 41.75x. 105 trading days with a meaningful ratio. Each close over the trailing twelve months of earnings as known that day: a quarter counts from the day it was filed.

Companies like Figure Technology Solutions, Inc. Class A Common Stock

  1. Galaxy Digital (GLXY)Market cap 6.05B USD
  2. eToro Group Ltd. (ETOR)Market cap 2.02B USD
  3. MIAMI INTERNATIONAL HOLDINGS, INC. (MIAX)Market cap 3.06B USD
  4. Marex Group plc Ordinary Shares (MRX)Market cap 5.20B USD
  5. Evercore Inc. (EVR)Market cap 9.87B USD

Same industry (Financial - Capital Markets) and size band (Mid, 2B to 10B), nearest in market value, net margin 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.

Computed

Figure Technology Solutions, Inc. Class A Common Stock: cash generation and what is paid out, each with its source
FigureValue, source and document
Free cash flow yield
Why n/m

For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.

n/m ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Free cash flow
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
Free cash flow margin
Why n/m

For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.

n/m ComputedFY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 15, 2026 · FY2025 10-K, filed Mar 16, 2026, 0002064124-26-000009
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 Mar 16, 2026, 0002064124-26-000009
FY2023 Net income: -47.9M USDFY2024 Net income: 17.2M USDFY2025 Net income: 133.9M 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.

Figure Technology Solutions, Inc. Class A Common Stock: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
51.24xFY2025Oct 15, 2026
4.18xFY2025Oct 15, 2026
n/mFY2025Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Mar 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 15, 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/aFY2025Mar 16, 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.
2.20FY2025Mar 16, 2026
10.14xFY2025Oct 15, 2026
n/aFY2025Oct 15, 2026
n/a This figure compares a year against the one before it, and we hold one filed year for this company.
n/mFY2025Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Mar 16, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Mar 16, 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. 3 filed fiscal years on record, FY2023 to FY2025, from SEC EDGAR. Prices as of Oct 15, 2026. Ratios recomputed Oct 15, 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

3 filed fiscal years, FY2023 to FY2025, read from the annual reports Figure Technology Solutions, Inc. Class A Common Stock filed with the SEC. Each year names its filing. Amounts in USD, as filed.

Figure Technology Solutions, Inc. Class A Common Stock: 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
FY2025506.9M117.5M133.9M0.44n/a23.2%10.9%10-K, Mar 16, 20260002064124-26-000009
FY2024340.9M9.2M17.2M0.00n/a2.7%4.8%10-K, Mar 16, 20260002064124-26-000009
FY2023209.5M-49.4M-47.9M-0.93n/a-23.6%n/a10-K, Mar 16, 20260002064124-26-000009
  • Revenue, compound annual growth FY2023 to FY2025: 55.5%
  • Earnings: Earnings was not positive in both 2023 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 2023 and 2025, so a compound rate across the window is not defined. Both figures are in the table.
  • Free cash flow: Fewer than two filed years carry free cash flow.

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

Figure Technology Solutions, Inc. Class A Common Stock: 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 Mar 16, 2026, 0002064124-26-000009
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 Mar 16, 2026, 0002064124-26-000009
Named tests met0 of 30 Computed
Beta
Why n/a

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

n/a ComputedClose of Oct 15, 2026

The named tests

Of 30 tests value investors published: 0 met, 16 not met, 14 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; Large cap, low P/E; High F-score, low P/B (Joseph Piotroski); High returns and growth; Gross margin, turnover (Robert Novy-Marx); Dividends and buybacks; High returns, low debt; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Book or below, low debt (Walter Schloss); Tangible book or below; Clean books, high ROIC; Cheapest quarter on P/E (David Dreman); Cheapest quarter on P/B (David Dreman); Low P/E, growth, yield (John Neff)
Not measured
Earnings yield and ROIC (Joel Greenblatt); Three forensic scores; Low PEG, low debt (Peter Lynch); EV/EBITDA and coverage; High yield, low payout; Low beta, profitable; ROIC at or above WACC; Near the 52-week low; Z-score and coverage (Edward Altman); Two thirds of NCAV (Benjamin Graham); P/E times P/B (Benjamin Graham); Owner earnings yield; Cash-covered dividend; Cash-flow yield and ROIC. A test with a figure we could not read is incomplete, never met and never failed.
Figures we could not read(25)
  • Current Ratio: Graham set this test for industrial companies.
  • 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.
  • Positive Earnings Streak: We hold 1 profitable filed year in a row; the test needs 10.
  • 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.
  • 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: We do not hold this figure for this company, so there is nothing to show.
  • Eps Growth 5Y: We do not hold this figure for this company, so there is nothing to show.
  • Rev 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 interest expense is filed for this year, so coverage is not computed.
  • 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.
  • Free Cash Flow Yield: For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.
  • Beta: 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: We do not hold this figure for this company, so there is nothing to show.
  • Owner Earnings Yield: For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.
  • Capex To Ocf: For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.
  • Dividend Coverage Ratio: For a bank, an insurer, a broker or investment firm, or a mortgage trust, operating cash flow swings with the size of the loan, trading and funding book rather than with operating performance, so free cash flow is not the measure of the business. Look at earnings and capital adequacy.
  • 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 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

  • 25 figures could not be read on this company, among them Current Ratio, Debt to Equity, Positive Earnings Streak. Each blank in the table above names the rest, with its reason. 14 named tests come back incomplete because of them, which is neither met nor missed.
  • We hold 3 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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