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Income Opportunity Realty Investors, Inc. (IOR)

AMEX / Financial Services / Financial - Mortgages

Share price

18.00 USD Market dataClose of Oct 15, 2026

Market capitalisation

73.2M USD Market dataClose of Oct 15, 2026
Market data
Oct 15, 2026
Filed accounts
FY2025, filed Mar 12, 2026
Ratios computed
Oct 15, 2026
Filed years
16, FY2009 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

3.2% Computed

From the FY2025 filing

Read quality

Financial strength

Debt to equity

n/a Computed

From the FY2025 filing

Why n/a

The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.

Read financial strength

Valuation

Price to earnings

18.37x Computed

FY2025 accounts, priced at the latest close

Read valuation

Cash generation

Free cash flow yield

n/a Computed

FY2025 accounts, priced at the latest close

Why n/a

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

Read cash generation

Revenue and net income, as filed

FY2016 Net income: 2.1M USDFY2017 Net income: 1.5M USDFY2018 Net income: 8.2M USDFY2019 Net income: 4.1M USDFY2020 Net income: 4.2M USDFY2021 Net income: 3.6M USDFY2022 Net income: 3.9M USDFY2023 Net income: 7.0M USDFY2024 Net income: 4.7M USDFY2025 Net income: 4.0M USD
Revenue Net income10 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
3 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it cheap

Price to earnings is 18.37x 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 between 15.00x and 25.00x.

Today, against the Financial Services sector (657 companies), 18.37x sits at the 65th percentile; the middle half of that group runs from 11.29x to 24.29x.

Is it good

Return on equity was 3.2% 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 Financial Services sector (739 companies), 3.2% sits at the 24th percentile; the middle half of that group runs from 3.6% to 13.7%.

Year by year against peers
Whether Income Opportunity Realty Investors, Inc.'s return on equity stayed above the median of the Financial Services sector, year by year. (FY2016 to FY2025, 10 fiscal years of Income Opportunity Realty Investors, Inc. with a comparable figure)
The direction
Which way Income Opportunity Realty Investors, Inc.'s return on equity has moved, and how steadily. (FY2016 to FY2025, 10 filed years of Income Opportunity Realty Investors, Inc.)
What could explain it
What in Income Opportunity Realty Investors, Inc.'s filed statements could explain the movements. (1 reading drawn from the statement lines Income Opportunity Realty Investors, Inc. filed)
In one paragraph
One paragraph on Income Opportunity Realty Investors, Inc.'s returns, cash, balance sheet and price. (3 of sixteen figures read for Income Opportunity Realty Investors, Inc.)

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

Research IORPart 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 12, 2026, accession 0001999371-26-005688.

3 of 10

Quality

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

SEC filingComputed

Income Opportunity Realty Investors, Inc: returns on capital and margins, each with its source
FigureValue, source and document
Return on invested capital, after tax
Why n/a

The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Return on equity3.2% ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
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 ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Return on assets3.2% ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Gross margin
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Operating margin
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Net margin
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688

4 of 10

Financial strength

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

SEC filingComputedCompany statement

Income Opportunity Realty Investors, Inc: leverage, liquidity and distress, each with its source
FigureValue, source and document
Debt to equity
Why n/a

The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Current ratio
Why n/a

The balance sheet files no current assets and current liabilities split, so the ratio is not computed.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Quick 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 12, 2026, 0001999371-26-005688
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 12, 2026, 0001999371-26-005688
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 12, 2026, 0001999371-26-005688
Net debt
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Total assets 125.9MTotal liabilities 0.00Shareholders' equity 125.9MOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Income Opportunity Realty Investors, Inc owned and owed at the end of fiscal 2025, from the balance sheet it filed (10-K, filed Mar 12, 2026, 0001999371-26-005688).

Income Opportunity Realty Investors, Inc: balance sheet position
Total assets125.9M FiledFY2025 10-K, filed Mar 12, 2026
Total liabilities0.00 FiledFY2025 10-K, filed Mar 12, 2026
Shareholders' equity125.9M FiledFY2025 10-K, filed Mar 12, 2026
Cash6.0K FiledFY2025 10-K, filed Mar 12, 2026
Total debtn/a FiledFY2025 10-K, filed Mar 12, 2026
Net debtn/a
Current ration/a
Debt to equityn/a
  • Debt to equity: FY2025: The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.
  • Current ratio: FY2025: The balance sheet files no current assets and current liabilities split, so the ratio is not computed.
  • 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

Income Opportunity Realty Investors, Inc: what the market charges, each with its source
FigureValue, source and document
Price to earnings18.37x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
P/E on trailing twelve months19.84x ComputedClose of Oct 15, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book0.58x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Price to sales
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Enterprise value to EBIT
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 12, 2026, 0001999371-26-005688
Enterprise value to EBITDA
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 12, 2026, 0001999371-26-005688
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 12, 2026, 0001999371-26-005688
Diluted earnings per share0.98 USD FiledFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Graham number26.13 USD ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688

We publish no fair value or price target of our own. Value IOR 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 Income Opportunity Realty Investors, Inc today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Income Opportunity Realty Investors, Inc: valuation
Share price18.00 USD
Market capitalisation73.2M USD
Enterprise value to EBITDAn/a
Graham number26.13 USD
Diluted earnings per share, FY20250.98 USD

Price to earnings on trailing twelve months, a different basis from the fiscal-year P/E above, since Oct 3, 2016: low 5.42x, median 13.74x, high 48.57x, latest 19.84x. 2,521 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 Income Opportunity Realty Investors, Inc

  1. Greystone Housing Impact Investors LP (GHI)Market cap 116.6M USD
  2. loanDepot, Inc. (LDI)Market cap 131.7M USD
  3. Better Home & Finance Holding Company (BETR)Market cap 142.6M USD
  4. Security National Financial Corporation (SNFCA)Market cap 217.0M USD
  5. Onity Group Inc. (ONIT)Market cap 222.8M USD

Same industry (Financial - Mortgages) and size band (Micro, 50M to 300M), nearest in market value. 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

Income Opportunity Realty Investors, 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 15, 2026 · FY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Free cash flow
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Free cash flow margin
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
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 12, 2026, 0001999371-26-005688
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 12, 2026, 0001999371-26-005688
FY2016 Net income: 2.1M USDFY2017 Net income: 1.5M USDFY2018 Net income: 8.2M USDFY2019 Net income: 4.1M USDFY2020 Net income: 4.2M USDFY2021 Net income: 3.6M USDFY2022 Net income: 3.9M USDFY2023 Net income: 7.0M USDFY2024 Net income: 4.7M USDFY2025 Net income: 4.0M 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.

Income Opportunity Realty Investors, Inc.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
18.37xFY2025Oct 15, 2026
0.58xFY2025Oct 15, 2026
n/aFY2025Oct 15, 2026
n/a Operating profit is zero or negative, so there is no profit for a buyer's price to be a multiple of.
n/aFY2025Oct 15, 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/aFY2025Mar 12, 2026
n/a The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.
n/aFY2025Oct 15, 2026
n/a The only dividend lines on the filed cash flow statement are zeros the filer did not tag as the common dividend paid, so they say nothing about what reached the common holders.
n/aFY2025Mar 12, 2026
n/a The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.
n/aFY2025Mar 12, 2026
n/a The balance sheet files no current assets and current liabilities split, so the ratio is not computed.
n/aFY2025Oct 15, 2026
n/a Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
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/aFY2025Mar 12, 2026
n/a Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
n/aFY2025Mar 12, 2026
n/a Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

The figures are computed from the accounts for fiscal 2025, the newest full year on file. 16 filed fiscal years on record, FY2009 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

10 filed fiscal years, FY2016 to FY2025, read from the annual reports Income Opportunity Realty Investors, Inc filed with the SEC. Each year names its filing. Amounts in USD, as filed.

Income Opportunity Realty Investors, 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
FY2025n/a-383.0K4.0M0.98n/an/a3.2%10-K, Mar 12, 20260001999371-26-005688
FY2024n/a-412.0K4.7M1.14n/an/a3.8%10-K, Mar 20, 20250001999371-25-002901
FY2023n/a-1.5M7.0M1.68n/an/a5.9%10-K, Mar 21, 20240001999371-24-003780
FY2022n/a-1.6M3.9M0.94n/an/a3.5%10-K, Mar 23, 20230001387131-23-003916
FY2021n/a-1.6M3.6M0.86n/an/a3.3%10-K, Mar 25, 20220001387131-22-003959
FY2020n/a-1.6M4.2M1.01n/an/a4.0%10-K, Mar 29, 20210001387131-21-003965
FY2019n/a-1.6M4.1M0.99n/an/a4.1%10-K, Mar 24, 20200001387131-20-003173
FY2018n/a-1.8M8.2M1.97n/an/a8.5%10-K, Apr 1, 20190001387131-19-002363
FY2017n/a-1.3M1.5M0.36n/an/a1.7%10-K, Apr 2, 20180001387131-18-001359
FY2016n/a-1.3M2.1M0.50n/an/a2.4%10-K, Mar 31, 20170001387131-17-001810
  • Revenue: Fewer than two filed years carry revenue.
  • Earnings, compound annual growth FY2016 to FY2025: 7.5%
  • Earnings per share, compound annual growth FY2016 to FY2025: 7.8%
  • 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

Income Opportunity Realty Investors, Inc: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Piotroski F-score
Why n/a

Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.

n/a ComputedFY2025 10-K, filed Mar 12, 2026, 0001999371-26-005688
Named tests met3 of 30 Computed
Beta0.04 ComputedClose of Oct 15, 2026

The named tests

Of 30 tests value investors published: 3 met, 11 not met, 16 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); P/E times P/B (Benjamin Graham); Cheapest quarter on P/B (David Dreman)
Does not
Large cap, low P/E; Low PEG, low debt (Peter Lynch); High returns and growth; Dividends and buybacks; Low beta, profitable; High returns, low debt; Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Cheapest quarter on P/E (David Dreman); Low P/E, growth, yield (John Neff)
Not measured
Defensive investor (Benjamin Graham); Deep value; Earnings yield and ROIC (Joel Greenblatt); High F-score, low P/B (Joseph Piotroski); Three forensic scores; Gross margin, turnover (Robert Novy-Marx); EV/EBITDA and coverage; High yield, low payout; ROIC at or above WACC; Near the 52-week low; Z-score and coverage (Edward Altman); Book or below, low debt (Walter Schloss); Cash-covered dividend; Tangible book or below; Cash-flow yield and ROIC; Clean books, high ROIC. A test with a figure we could not read is incomplete, never met and never failed.
Figures we could not read(21)
  • Current Ratio: The balance sheet files no current assets and current liabilities split, so the ratio is not computed.
  • Debt to Equity: The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.
  • Piotroski F-Score: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • EV/EBIT: We do not hold this figure for this company, so there is nothing to show.
  • Return on Invested Capital: The filed borrowings do not add up to a total we can stand behind: the filer's own liability subtotals leave room for debt we did not read.
  • 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: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • PEG Ratio: We do not hold this figure for this company, so there is nothing to show.
  • Rev Growth 5Y: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • Gross Margin: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • Asset Turnover: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • EV/EBITDA: We do not hold this figure for this company, so there is nothing to show.
  • 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: We do not hold this figure for this company, so there is nothing to show.
  • ROIC-WACC Spread: We do not hold this figure for this company, so there is nothing to show.
  • Capex To Ocf: We do not hold this figure for this company, so there is nothing to show.
  • P/S Ratio: Our archived income statement for this filer carries no revenue line. A development-stage company files exactly that, with no revenue to report. Either way there is no denominator, and a ratio measured against a missing denominator is not zero, it is nothing.
  • 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

  • 21 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. 16 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.

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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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