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Fomento Económico Mexicano, S.A.B. de C.V. (FMX)

NYSE / Consumer Defensive / Beverages - Alcoholic

Share price

120.99 USD Market dataClose of Oct 15, 2026

Market capitalisation

41.22B USD Market dataClose of Oct 15, 2026
Market data
Oct 15, 2026
Filed accounts
FY2024, filed Apr 24, 2025
Ratios computed
Oct 15, 2026
Filed years
9, FY2016 to FY2024
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

13.5% Computed

From the FY2024 filing

Read quality

Valuation

Price to earnings

18.87x Computed

FY2024 accounts, priced at the latest close

Read valuation

Cash generation

Free cash flow yield

3.7% Computed

FY2024 accounts, priced at the latest close

Read cash generation

Revenue and net income, by fiscal year

FY2015 Revenue: 311.59B MXNFY2015 Net income: 17.68B MXNFY2016 Revenue: 399.51B MXNFY2016 Net income: 21.14B MXNFY2017 Revenue: 439.93B MXNFY2017 Net income: 42.41B MXNFY2018 Revenue: 469.74B MXNFY2018 Net income: 33.08B MXNFY2019 Revenue: 506.71B MXNFY2019 Net income: 28.05B MXNFY2020 Revenue: 492.97B MXNFY2020 Net income: 3.76B MXNFY2021 Revenue: 505.46B MXNFY2021 Net income: 37.68B MXNFY2022 Revenue: 597.01B MXNFY2022 Net income: 34.74B MXNFY2023 Revenue: 702.69B MXNFY2023 Net income: 76.68B MXNFY2024 Revenue: 781.59B MXNFY2024 Net income: 40.24B MXN
Revenue Net income10 fiscal years; a year whose statement names no SEC filing is market data, and the table in Filings says which.
Named tests met
2 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it cheap

Price to earnings is 18.87x at the close of 2026-10-15 on FY2024 figures; the lines are 15.00x (Graham's defensive ceiling) and, by market convention, 10.00x, 25.00x and 40.00x, and this sits between 15.00x and 25.00x.

Today, against the Consumer Defensive sector (135 companies), 18.87x sits at the 43rd percentile; the middle half of that group runs from 13.84x to 33.63x.

Is it good

Return on equity was 13.5% in FY2024, in the band labelled "Ordinary" (8.0% to 15.0%), on lines anchored on Damodaran's cost-of-capital data.

Today, against the Consumer Defensive sector (197 companies), 13.5% sits at the 69th percentile; the middle half of that group runs from -19.4% to 16.4%.

Is it safe

Current ratio was 1.69 in FY2024, in the band labelled "Adequate" (1.50 to 2.00), on lines anchored on Graham's defensive-investor criteria.

Today, against the Consumer Defensive sector (221 companies), 1.69 sits at the 58th percentile; the middle half of that group runs from 0.94 to 2.47.

Year by year against peers
Whether Fomento Económico Mexicano, S.A.B. de C.V.'s return on equity stayed above the median of the Consumer Defensive sector, year by year. (FY2021 to FY2024, 4 fiscal years of Fomento Económico Mexicano, S.A.B. de C.V. with a comparable figure)
The direction
Which way Fomento Económico Mexicano, S.A.B. de C.V.'s return on equity has moved, and how steadily. (FY2015 to FY2024, 10 filed years of Fomento Económico Mexicano, S.A.B. de C.V.)
What could explain it
What in Fomento Económico Mexicano, S.A.B. de C.V.'s filed statements could explain the movements. (2 readings drawn from the statement lines Fomento Económico Mexicano, S.A.B. de C.V. filed)
What to check next
What to check next on Fomento Económico Mexicano, S.A.B. de C.V., and where in its filings. (1 question for Fomento Económico Mexicano, S.A.B. de C.V.)
In one paragraph
One paragraph on Fomento Económico Mexicano, S.A.B. de C.V.'s returns, cash, balance sheet and price. (9 of sixteen figures read for Fomento Económico Mexicano, S.A.B. de C.V.)

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

Research FMXPart 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 FY2024 annual report: 20-F, filed Apr 24, 2025, accession 0001628280-25-019714.

3 of 10

Quality

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

SEC filingComputed

Fomento Económico Mexicano, S.A.B. de C.V: 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 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Return on equity13.5% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Return on capital employed, pre-tax
Why n/a

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

n/a ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Return on assets4.7% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Gross margin41.1% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Operating margin
Why n/a

No operating income line is filed for this year.

n/a ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Net margin5.2% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
FMX 5.2%
DEO 9.1%SYY 2.1%JBS 2.4%ADM 1.3%HSY 7.5%
1.3%9.1%
Net margin: FMX 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

Fomento Económico Mexicano, S.A.B. de C.V: 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 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Current ratio1.69 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Quick ratio1.35 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Interest coverage
Why n/a

No operating income line is filed for this year.

n/a ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Altman Z-score
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 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Net debt
Why n/a

The FY2024 balance sheet carries no net debt we could read.

n/a ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Total assets 851.54BTotal liabilities 470.40BShareholders' equity 297.50BOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Fomento Económico Mexicano, S.A.B. de C.V owned and owed at the end of fiscal 2024, from the balance sheet it filed (20-F, filed Apr 24, 2025, 0001628280-25-019714).

Fomento Económico Mexicano, S.A.B. de C.V: balance sheet position
Total assets851.54B FiledFY2024 20-F, filed Apr 24, 2025
Total liabilities470.40B FiledFY2024 20-F, filed Apr 24, 2025
Shareholders' equity297.50B FiledFY2024 20-F, filed Apr 24, 2025
Cash139.83B FiledFY2024 20-F, filed Apr 24, 2025
Total debtn/a FiledFY2024 20-F, filed Apr 24, 2025
Net debtn/a
Current ratio1.69
Debt to equityn/a
  • Debt to equity: FY2024: 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: FY2024: 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

Fomento Económico Mexicano, S.A.B. de C.V: what the market charges, each with its source
FigureValue, source and document
Price to earnings18.87x ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
P/E on trailing twelve months
Why n/a

A trailing figure needs 4 filed quarters with the dates they were filed on, and we hold 0 for this company. Nothing is drawn rather than a line built from fewer.

n/a ComputedClose of Oct 15, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book2.55x ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Price to sales0.97x ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
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 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Enterprise value to EBITDA
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 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
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 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Diluted earnings per share
Why n/a

The FY2024 filing carries no diluted earnings per share we could read.

n/a FiledFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Graham number
Why n/a

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

n/a ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714

We publish no fair value or price target of our own. Value FMX 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 Fomento Económico Mexicano, S.A.B. de C.V today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Fomento Económico Mexicano, S.A.B. de C.V: valuation
Share price120.99 USD
Market capitalisation41.22B USD
Enterprise value to EBITDAn/a
Graham numbern/a
Diluted earnings per share, FY2015n/a

Price to earnings on trailing twelve months: A trailing figure needs 4 filed quarters with the dates they were filed on, and we hold 0 for this company. Nothing is drawn rather than a line built from fewer.

Companies like Fomento Económico Mexicano, S.A.B. de C.V

  1. Diageo plc (DEO)Market cap 52.26B USD
  2. Sysco Corporation (SYY)Market cap 40.41B USD
  3. JBS N.V. (JBS)Market cap 28.21B USD
  4. Archer-Daniels-Midland Company (ADM)Market cap 39.97B USD
  5. The Hershey Company (HSY)Market cap 33.89B USD

Same sector (Consumer Defensive) and size band (Large, 10B to 200B), 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.

SEC filingComputed

Fomento Económico Mexicano, S.A.B. de C.V: cash generation and what is paid out, each with its source
FigureValue, source and document
Free cash flow yield3.7% ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Free cash flow27.83B MXN ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Free cash flow margin3.6% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Dividend yield
Why n/a

The newest cash flow statement on file ended more than fifteen months ago, so it says nothing about today's yield.

n/a ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Payout ratio62.3% ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
FY2015 Free cash flow: 18.29B MXNFY2015 Net income: 17.68B MXNFY2016 Free cash flow: 31.05B MXNFY2016 Net income: 21.14B MXNFY2017 Free cash flow: 20.65B MXNFY2017 Net income: 42.41B MXNFY2018 Free cash flow: 25.35B MXNFY2018 Net income: 33.08B MXNFY2019 Free cash flow: 38.71B MXNFY2019 Net income: 28.05B MXNFY2020 Free cash flow: 34.51B MXNFY2020 Net income: 3.76B MXNFY2021 Free cash flow: 55.52B MXNFY2021 Net income: 37.68B MXNFY2022 Free cash flow: 43.22B MXNFY2022 Net income: 34.74B MXNFY2023 Free cash flow: 14.87B MXNFY2023 Net income: 76.68B MXNFY2024 Free cash flow: 27.83B MXNFY2024 Net income: 40.24B MXN
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.

Fomento Económico Mexicano, S.A.B. de C.V.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
18.87xFY2024Oct 15, 2026
2.55xFY2024Oct 15, 2026
n/aFY2024Oct 15, 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.
3.7%FY2024Oct 15, 2026
n/aFY2024Apr 24, 2025
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/aFY2024Oct 15, 2026
n/a The newest cash flow statement on file ended more than fifteen months ago, so it says nothing about today's yield.
n/aFY2024Apr 24, 2025
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.
1.69FY2024Apr 24, 2025
0.97xFY2024Oct 15, 2026
n/aFY2024Oct 15, 2026
n/a The filed income statement reports no earnings per share.
n/aFY2024Oct 15, 2026
n/a We hold no figure here and no stored reason for its absence. The gap is ours, not the company's.
-2.66FY2024Apr 24, 2025
5/9FY2024Apr 24, 2025

The figures are computed from the accounts for fiscal 2024, the newest full year on file. 9 filed fiscal years on record, FY2016 to FY2024, 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

10 fiscal years, FY2015 to FY2024. 9 read from the annual reports Fomento Económico Mexicano, S.A.B. de C.V filed with the SEC, each naming its filing; the rest from statements that name none, which are market data. Amounts in MXN, as reported.

Fomento Económico Mexicano, S.A.B. de C.V: 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
FY2024781.59Bn/a40.24Bn/a27.83Bn/a13.5%20-F, Apr 24, 20250001628280-25-019714
FY2023702.69Bn/a76.68Bn/a14.87Bn/a25.2%20-F, Apr 23, 20240001628280-24-017454
FY2022597.01Bn/a34.74Bn/a43.22Bn/a13.2%20-F, Apr 24, 20230001628280-23-012491
FY2021505.46Bn/a37.68Bn/a55.52Bn/a14.3%20-F, Apr 14, 20220001558370-22-005450
FY2020492.97Bn/a3.76Bn/a34.51Bn/a1.6%20-F, Apr 14, 20210001558370-21-004287
FY2019506.71Bn/a28.05Bn/a38.71Bn/a11.1%20-F, Apr 28, 20200001193125-20-123260
FY2018469.74Bn/a33.08Bn/a25.35Bn/a12.9%20-F, Apr 24, 20190001193125-19-117240
FY2017439.93Bn/a42.41Bn/a20.65Bn/a16.9%20-F, Apr 24, 20180001193125-18-129003
FY2016399.51Bn/a21.14Bn/a31.05Bn/a10.0%20-F, Apr 24, 20180001193125-18-129003
FY2015311.59B34.98B17.68B49.4018.29B11.2%9.7%Market data, supplied Oct 15, 2026accession n/a
  • Revenue, compound annual growth FY2015 to FY2024: 10.8%
  • Earnings, compound annual growth FY2015 to FY2024: 9.6%
  • Earnings per share: Fewer than two filed years carry earnings per share.
  • Free cash flow, compound annual growth FY2015 to FY2024: 4.8%

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

Fomento Económico Mexicano, S.A.B. de C.V: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score-2.66 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Piotroski F-score5/9 ComputedFY2024 20-F, filed Apr 24, 2025, 0001628280-25-019714
Named tests met2 of 30 Computed
Beta0.19 ComputedClose of Oct 15, 2026

The named tests

Of 30 tests value investors published: 2 met, 21 not met, 7 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
Gross margin, turnover (Robert Novy-Marx); Cash-covered dividend
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; High yield, low payout; Dividends and buybacks; Near the 52-week low; Two thirds of NCAV (Benjamin Graham); 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; Cash-flow yield and ROIC; 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); Low PEG, low debt (Peter Lynch); EV/EBITDA and coverage; Low beta, profitable; ROIC at or above WACC; Z-score and coverage (Edward Altman); P/E times P/B (Benjamin Graham). A test with a figure we could not read is incomplete, never met and never failed.
Figures we could not read(13)
  • 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: The latest filed year has no per-share earnings we can read; the test needs 10.
  • 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.
  • Altman Z-Score: We do not hold this figure for this company, so there is nothing to show.
  • 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.
  • EV/EBITDA: 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 Coverage: No operating income line is filed for this year.
  • Dividend Yield: The newest cash flow statement on file ended more than fifteen months ago, so it says nothing about today's yield.
  • Share Count Change Yoy: 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: 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

  • 13 figures could not be read on this company, among them Debt to Equity, Positive Earnings Streak, EV/EBIT. Each blank in the table above names the rest, with its reason. 7 named tests come back incomplete because of them, which is neither met nor missed.
  • We hold 9 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.

Monitor my portfolioHow this is computed

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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.

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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ValueScreener

Discover companies, research each one to its filings, track what matters, and take your work into your own spreadsheet.

ValueScreener is a trading name of Oliva Real Estate Technologies LLC, a Delaware limited liability company. Legal notices: legal@valuescreener.ai. © 2026 Oliva Real Estate Technologies LLC. All rights reserved.

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.

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