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IRSA Inversiones y Representaciones Sociedad Anónima (IRS)

NYSE / Industrials / Conglomerates

Share price

14.13 USD Market dataClose of Oct 16, 2026

Market capitalisation

1.09B USD Market dataClose of Oct 16, 2026
Market data
Oct 16, 2026
Filed accounts
FY2025, filed Oct 24, 2025
Ratios computed
Oct 16, 2026
Filed years
10, FY2016 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

12.4% Computed

From the FY2025 filing

Read quality

Valuation

Price to earnings

8.50x 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 Revenue: 12.92B ARSFY2016 Net income: 9.53B ARSFY2017 Revenue: 59.67B ARSFY2017 Net income: -1.12B ARSFY2018 Revenue: 78.19B ARSFY2018 Net income: 21.05B ARSFY2019 Revenue: 28.00B ARSFY2019 Net income: -54.99B ARSFY2020 Revenue: 34.87B ARSFY2020 Net income: 35.10B ARSFY2021 Revenue: 45.88B ARSFY2021 Net income: -105.80B ARSFY2022 Revenue: 256.98B ARSFY2022 Net income: 276.74B ARSFY2023 Revenue: 462.49B ARSFY2023 Net income: 312.05B ARSFY2024 Revenue: 458.06B ARSFY2024 Net income: -40.61B ARSFY2025 Revenue: 468.53B ARSFY2025 Net income: 195.18B ARS
Revenue Net income10 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
2 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it cheap

Price to earnings is 8.50x at the close of 2026-10-16 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 below the lowest.

Today, against the Industrials sector (411 companies), 8.50x sits at the 13th percentile; the middle half of that group runs from 14.87x to 38.39x.

Is it good

Return on equity was 12.4% 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 Industrials sector (643 companies), 12.4% sits at the 66th percentile; the middle half of that group runs from -15.6% to 15.8%.

Is it safe

Interest coverage was 3.81x in FY2025, in the band labelled "Investment grade" (3.00x to 6.00x), on lines anchored on Damodaran's interest-coverage table.

Year by year against peers
Whether IRSA Inversiones y Representaciones Sociedad Anónima's return on equity stayed above the median of the Industrials sector, year by year. (FY2024 to FY2025, 2 fiscal years of IRSA Inversiones y Representaciones Sociedad Anónima with a comparable figure)
The direction
Which way IRSA Inversiones y Representaciones Sociedad Anónima's gross margin has moved, and how steadily. (FY2016 to FY2025, 10 filed years of IRSA Inversiones y Representaciones Sociedad Anónima)
What could explain it
What in IRSA Inversiones y Representaciones Sociedad Anónima's filed statements could explain the movements. (2 readings drawn from the statement lines IRSA Inversiones y Representaciones Sociedad Anónima filed)
What to check next
What to check next on IRSA Inversiones y Representaciones Sociedad Anónima, and where in its filings. (2 questions for IRSA Inversiones y Representaciones Sociedad Anónima)
In one paragraph
One paragraph on IRSA Inversiones y Representaciones Sociedad Anónima's returns, cash, balance sheet and price. (7 of sixteen figures read for IRSA Inversiones y Representaciones Sociedad Anónima)

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

Research IRSPart 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: 20-F, filed Oct 24, 2025, accession 0001654954-25-012190.

3 of 10

Quality

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

SEC filingComputed

IRSA Inversiones y Representaciones Sociedad Anónima: 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 ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Return on equity12.4% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Return on capital employed, pre-tax5.7% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Return on assets5.8% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Gross margin60.8% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Operating margin36.8% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Net margin41.7% ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
IRS 41.7%
CRESY 10.5%MATW -1.6%TRC 0.1%CODI -12.1%FBYD 42.4%
-12.1%42.4%
Net margin: IRS 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

IRSA Inversiones y Representaciones Sociedad Anónima: 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 20-F, filed Oct 24, 2025, 0001654954-25-012190
Current ratio1.66 ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Quick ratio1.66 ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Interest coverage3.81x ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Net debt
Why n/a

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

n/a ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Total assets 3.36TTotal liabilities 1.69TShareholders' equity 1.58TOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What IRSA Inversiones y Representaciones Sociedad Anónima owned and owed at the end of fiscal 2025, from the balance sheet it filed (20-F, filed Oct 24, 2025, 0001654954-25-012190).

IRSA Inversiones y Representaciones Sociedad Anónima: balance sheet position
Total assets3.36T FiledFY2025 20-F, filed Oct 24, 2025
Total liabilities1.69T FiledFY2025 20-F, filed Oct 24, 2025
Shareholders' equity1.58T FiledFY2025 20-F, filed Oct 24, 2025
Cash176.82B FiledFY2025 20-F, filed Oct 24, 2025
Total debtn/a FiledFY2025 20-F, filed Oct 24, 2025
Net debtn/a
Current ratio1.66
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.

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

IRSA Inversiones y Representaciones Sociedad Anónima: what the market charges, each with its source
FigureValue, source and document
Price to earnings8.50x ComputedClose of Oct 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 16, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book1.05x ComputedClose of Oct 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Price to sales3.54x ComputedClose of Oct 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Price to earnings over growth0.25 ComputedClose of Oct 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Diluted earnings per share
Why n/a

The FY2025 filing carries no diluted earnings per share we could read.

n/a FiledFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Graham number
Why n/a

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

n/a ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190

We publish no fair value or price target of our own. Value IRS 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 IRSA Inversiones y Representaciones Sociedad Anónima today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

IRSA Inversiones y Representaciones Sociedad Anónima: valuation
Share price14.13 USD
Market capitalisation1.09B USD
Enterprise value to EBITDAn/a
Graham numbern/a
Diluted earnings per sharen/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 IRSA Inversiones y Representaciones Sociedad Anónima

  1. Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY)Market cap 817.1M USD
  2. Matthews International Corporation (MATW)Market cap 604.3M USD
  3. Tejon Ranch Co. (TRC)Market cap 441.5M USD
  4. Compass Diversified (CODI)Market cap 753.1M USD
  5. Falcon's Beyond Global, Inc. Class A Common Stock (FBYD)Market cap 408.4M USD

Same industry (Conglomerates) and size band (Small, 300M to 2B), 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

IRSA Inversiones y Representaciones Sociedad Anónima: 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 20-F, filed Oct 24, 2025, 0001654954-25-012190
Free cash flow
Why n/a

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

n/a ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 20-F, filed Oct 24, 2025, 0001654954-25-012190
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 16, 2026 · FY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Payout ratio
Why n/a

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

n/a ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
FY2016 Free cash flow: 3.65B ARSFY2016 Net income: 9.53B ARSFY2017 Free cash flow: 10.20B ARSFY2017 Net income: -1.12B ARSFY2018 Free cash flow: 15.25B ARSFY2018 Net income: 21.05B ARSFY2019 Free cash flow: 40.39B ARSFY2019 Net income: -54.99B ARSFY2020 Free cash flow: 76.25B ARSFY2020 Net income: 35.10B ARSFY2021 Free cash flow: 4.84B ARSFY2021 Net income: -105.80B ARSFY2022 Net income: 276.74B ARSFY2023 Net income: 312.05B ARSFY2024 Net income: -40.61B ARSFY2025 Net income: 195.18B ARS
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 filing

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.

IRSA Inversiones y Representaciones Sociedad Anónima: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
8.50xFY2025Oct 16, 2026
1.05xFY2025Oct 16, 2026
n/aFY2025Oct 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.
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/aFY2025Oct 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/aFY2025Oct 16, 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/aFY2025Oct 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.
1.66FY2025Oct 24, 2025
3.54xFY2025Oct 16, 2026
0.25FY2025Oct 16, 2026
n/aFY2025Oct 16, 2026
n/a We hold no figure here and no stored reason for its absence. The gap is ours, not the company's.
-2.14FY2025Oct 24, 2025
5/9FY2025Oct 24, 2025

The figures are computed from the accounts for fiscal 2025, the newest full year on file. 10 filed fiscal years on record, FY2016 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

10 filed fiscal years, FY2016 to FY2025, read from the annual reports IRSA Inversiones y Representaciones Sociedad Anónima filed with the SEC. Each year names its filing. Amounts in ARS, as filed.

IRSA Inversiones y Representaciones Sociedad Anónima: 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
FY2025468.53B172.62B195.18Bn/an/a36.8%12.4%20-F, Oct 24, 20250001654954-25-012190
FY2024458.06B-285.04B-40.61Bn/an/a-62.2%-2.7%20-F, Oct 23, 20240001654954-24-013232
FY2023462.49B-112.35B312.05Bn/an/a-24.3%23.0%20-F, Oct 20, 20230001654954-23-013174
FY2022256.98B209.57B276.74Bn/an/a81.5%80.8%20-F, Oct 26, 20220001654954-22-014187
FY202145.88B-21.03B-105.80Bn/a4.84B-45.8%-104.3%20-F, Oct 20, 20210001568276-21-001788
FY202034.87B95.19B35.10Bn/a76.25B273.0%40.9%20-F, Nov 16, 20200001654954-20-012504
FY201928.00B-46.86B-54.99Bn/a40.39B-167.3%-120.0%20-F, Oct 31, 20190001654954-19-012196
FY201878.19B29.10B21.05Bn/a15.25B37.2%34.3%20-F, Nov 30, 20180001615774-18-013641
FY201759.67B3.38B-1.12Bn/a10.20B5.7%-4.3%20-F, Nov 30, 20180001615774-18-013641
FY201612.92B19.90B9.53Bn/a3.65B154.1%n/a20-F, Nov 30, 20180001615774-18-013641
  • Revenue, compound annual growth FY2016 to FY2025: 49.0%
  • Earnings, compound annual growth FY2016 to FY2025: 39.9%
  • Earnings per share: Fewer than two filed years carry earnings per share.
  • Free cash flow, compound annual growth FY2016 to FY2021: 5.8%

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

IRSA Inversiones y Representaciones Sociedad Anónima: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score-2.14 ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Piotroski F-score5/9 ComputedFY2025 20-F, filed Oct 24, 2025, 0001654954-25-012190
Named tests met2 of 30 Computed
Beta0.43 ComputedClose of Oct 16, 2026

The named tests

Of 30 tests value investors published: 2 met, 17 not met, 11 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
Owner earnings yield; Cheapest quarter on P/E (David Dreman)
Does not
Defensive investor (Benjamin Graham); Deep value; Large cap, low P/E; High F-score, low P/B (Joseph Piotroski); Three forensic scores; High returns and growth; Gross margin, turnover (Robert Novy-Marx); Near the 52-week low; Z-score and coverage (Edward Altman); Two thirds of NCAV (Benjamin Graham); 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/B (David Dreman)
Not measured
Earnings yield and ROIC (Joel Greenblatt); Low PEG, low debt (Peter Lynch); EV/EBITDA and coverage; High yield, low payout; Dividends and buybacks; Low beta, profitable; ROIC at or above WACC; P/E times P/B (Benjamin Graham); Cash-covered dividend; Cash-flow yield and ROIC; 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(16)
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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

  • 16 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. 11 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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