ValueScreener

ValueScreener company report

Inventiva S.A. (IVA)

NASDAQ / Healthcare / Biotechnology

Share price

3.11 USD Market dataClose of Oct 15, 2026

Market capitalisation

161.7M USD Market dataClose of Oct 15, 2026
Market data
Oct 15, 2026
Filed accounts
FY2024, filed Apr 15, 2025
Ratios computed
Oct 15, 2026
Filed years
7, FY2018 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 invested capital, after tax

n/a Computed

From the FY2024 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 quality

Valuation

Price to earnings

n/m Computed

FY2024 accounts, priced at the latest close

Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

Read valuation

Cash generation

Free cash flow yield

n/a Computed

FY2024 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, by fiscal year

FY2015 Revenue: 4.9M EURFY2015 Net income: -8.8M EURFY2016 Revenue: 9.4M EURFY2016 Net income: -7.0M EURFY2017 Revenue: 6.5M EURFY2017 Net income: -17.2M EURFY2018 Revenue: 3.2M EURFY2018 Net income: -33.0M EURFY2019 Revenue: 7.0M EURFY2019 Net income: -30.2M EURFY2020 Revenue: 372.0K EURFY2020 Net income: -33.6M EURFY2021 Revenue: 4.2M EURFY2021 Net income: -49.6M EURFY2022 Revenue: 12.2M EURFY2022 Net income: -54.3M EURFY2023 Revenue: 17.5M EURFY2023 Net income: -110.4M EURFY2024 Revenue: 9.2M EURFY2024 Net income: -184.2M EUR
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
0 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it good

Operating margin was -1,060.6% in FY2024. No published threshold exists for operating margin, so its standing against peers is the reading.

Today, against the Biotechnology industry (298 companies), -1,060.6% sits at the 33rd percentile; the middle half of that group runs from -1,931.6% to -33.5%.

Is it safe

Current ratio was 0.92 in FY2024, in the band labelled "Short-term liabilities exceed short-term assets" (below 1.00), on lines anchored on Graham's defensive-investor criteria, suggesting short-term obligations above short-term assets.

Today, against the Biotechnology industry (556 companies), 0.92 sits at the 8th percentile; the middle half of that group runs from 2.39 to 9.18.

Year by year against peers
Whether Inventiva S.A.'s operating margin stayed above the median of the Biotechnology industry, year by year. (FY2020 to FY2024, 5 fiscal years of Inventiva S.A. with a comparable figure)
The direction
Which way Inventiva S.A.'s operating margin has moved, and how steadily. (FY2015 to FY2024, 10 filed years of Inventiva S.A.)
What could explain it
What in Inventiva S.A.'s filed statements could explain the movements. (1 reading drawn from the statement lines Inventiva S.A. filed)
What to check next
What to check next on Inventiva S.A., and where in its filings. (1 question for Inventiva S.A.)
In one paragraph
One paragraph on Inventiva S.A.'s returns, cash, balance sheet and price. (3 of sixteen figures read for Inventiva S.A.)

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

Research IVAPart 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 15, 2025, accession 0001104659-25-035122.

3 of 10

Quality

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

SEC filingComputed

Inventiva S.A: 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 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Return on equity
Why n/m

Book equity is zero or negative. Return on equity computed over it flips sign and can read as a strong positive on a loss-making company, so we will not show a number.

n/m ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 15, 2025, 0001104659-25-035122
Return on assets-154.8% ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Operating margin-1060.6% ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Net margin-2002.7% ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
IVA -2002.7%
NRXP -2336.5%OTLK -4416.2%IPHA -546.1%PRLD -819.6%IMDX -1238.5%
-4416.2%-546.1%
Net margin: IVA 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

Inventiva S.A: leverage, liquidity and distress, each with its source
FigureValue, source and document
Debt to equity
Why n/m

Filed shareholders equity is zero or below, so debt measured against it is not a measurement (n/m).

n/m ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Current ratio0.92 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Quick ratio0.92 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Interest coverage
Why n/m

Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).

n/m ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 15, 2025, 0001104659-25-035122
Net debt
Why n/a

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

n/a ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Total assets 119.0MTotal liabilities 225.6MOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity (zero or below, not drawn)
The balance sheet, line by line

Financial health

What Inventiva S.A owned and owed at the end of fiscal 2024, from the balance sheet it filed (20-F, filed Apr 15, 2025, 0001104659-25-035122).

Inventiva S.A: balance sheet position
Total assets119.0M FiledFY2024 20-F, filed Apr 15, 2025
Total liabilities225.6M FiledFY2024 20-F, filed Apr 15, 2025
Shareholders' equity-106.6M FiledFY2024 20-F, filed Apr 15, 2025
Cash96.6M FiledFY2024 20-F, filed Apr 15, 2025
Total debtn/a FiledFY2024 20-F, filed Apr 15, 2025
Net debtn/a
Current ratio0.92
Debt to equityn/m
  • Debt to equity: FY2024: Filed shareholders equity is zero or below, so debt measured against it is not a measurement (n/m).
  • Interest cover: FY2024: Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).

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

Inventiva S.A: what the market charges, each with its source
FigureValue, source and document
Price to earnings
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 book
Why n/m

Book equity is zero or negative, so a ratio measured against it (debt to equity, price to book) is not a measurement, and we will not show a number.

n/m ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Price to sales15.67x ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Price to earnings over growth
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedClose of Oct 15, 2026 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 15, 2025, 0001104659-25-035122
Graham number
Why n/m

Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.

n/m ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122

We publish no fair value or price target of our own. Value IVA 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 Inventiva S.A today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Inventiva S.A: valuation
Share price3.11 USD
Market capitalisation161.7M USD
Enterprise value to EBITDAn/a
Graham numbern/m
Diluted earnings per share, FY2017n/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 Inventiva S.A

  1. NRx Pharmaceuticals, Inc. (NRXP)Market cap 117.3M USD
  2. Outlook Therapeutics, Inc. (OTLK)Market cap 121.7M USD
  3. Innate Pharma S.A. (IPHA)Market cap 157.9M USD
  4. Prelude Therapeutics Incorporated (PRLD)Market cap 192.2M USD
  5. Insight Molecular Diagnostics Inc. (IMDX)Market cap 100.1M USD

Same industry (Biotechnology) and size band (Micro, 50M to 300M), 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

Inventiva S.A: 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 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Free cash flow
Why n/a

The FY2024 filing carries no free cash flow we could read.

n/a ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
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 · FY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Payout ratio
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 15, 2025, 0001104659-25-035122
FY2015 Free cash flow: -15.0M EURFY2015 Net income: -8.8M EURFY2016 Free cash flow: -15.1M EURFY2016 Net income: -7.0M EURFY2017 Free cash flow: -17.4M EURFY2017 Net income: -17.2M EURFY2018 Net income: -33.0M EURFY2019 Net income: -30.2M EURFY2020 Net income: -33.6M EURFY2021 Net income: -49.6M EURFY2022 Net income: -54.3M EURFY2023 Net income: -110.4M EURFY2024 Net income: -184.2M EUR
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.

Inventiva S.A.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
n/mFY2024Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2024Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/aFY2024Oct 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/aFY2024Oct 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/aFY2024Apr 15, 2025
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/aFY2024Oct 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/mFY2024Apr 15, 2025
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
0.92FY2024Apr 15, 2025
15.67xFY2024Oct 15, 2026
n/mFY2024Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
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.
-7.09FY2024Apr 15, 2025
2/9FY2024Apr 15, 2025

The figures are computed from the accounts for fiscal 2024, the newest full year on file. 7 filed fiscal years on record, FY2018 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. 7 read from the annual reports Inventiva S.A filed with the SEC, each naming its filing; the rest from statements that name none, which are market data. Amounts in EUR, as reported.

Inventiva S.A: 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
FY20249.2M-97.6M-184.2Mn/an/a-1060.6%n/m20-F, Apr 15, 20250001104659-25-035122
FY202317.5M-102.7M-110.4Mn/an/a-587.7%n/m20-F, Apr 3, 20240001104659-24-042817
FY202212.2M-57.1M-54.3Mn/an/a-468.9%-119.3%20-F, Mar 30, 20230001104659-23-038571
FY20214.2M-52.1M-49.6Mn/an/a-1242.6%-55.9%20-F, Mar 11, 20220001104659-22-032953
FY2020372.0K-29.7M-33.6Mn/an/a-7988.7%-30.2%20-F, Mar 15, 20210001171843-21-001782
FY20197.0M-30.3M-30.2Mn/an/a-433.1%-73.0%20-F, Mar 15, 20210001171843-21-001782
FY20183.2M-32.9M-33.0Mn/an/a-1029.2%-53.6%20-F, Mar 15, 20210001171843-21-001782
FY20176.5M-20.9M-17.2M-1.11-17.4M-320.8%-26.9%Market data, supplied Oct 15, 2026accession n/a
FY20169.4M-13.0M-7.0M-0.45-15.1M-137.8%-19.7%Market data, supplied Oct 15, 2026accession n/a
FY20154.9M-15.5M-8.8M-0.88-15.0M-318.2%-20.6%Market data, supplied Oct 15, 2026accession n/a
  • Revenue, compound annual growth FY2015 to FY2024: 7.3%
  • Earnings: Earnings was not positive in both 2015 and 2024, 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 2015 and 2017, so a compound rate across the window is not defined. Both figures are in the table.
  • Free cash flow: Free cash flow was not positive in both 2015 and 2017, so a compound rate across the window is not defined. Both figures are in the table.

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

Inventiva S.A: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score-7.09 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Piotroski F-score2/9 ComputedFY2024 20-F, filed Apr 15, 2025, 0001104659-25-035122
Named tests met0 of 30 Computed
Beta0.47 ComputedClose of Oct 15, 2026

The named tests

Of 30 tests value investors published: 0 met, 14 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
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); Three forensic scores; Gross margin, turnover (Robert Novy-Marx); Near the 52-week low; Z-score and coverage (Edward Altman); Two thirds of NCAV (Benjamin Graham); Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Tangible book or below; Clean books, high ROIC
Not measured
Earnings yield and ROIC (Joel Greenblatt); Low PEG, low debt (Peter Lynch); High returns and growth; 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); High returns, low debt; Book or below, low debt (Walter Schloss); Cash-covered dividend; Cash-flow yield and ROIC; Cheapest quarter on P/E (David Dreman); Cheapest quarter on P/B (David Dreman); Low P/E, growth, yield (John Neff). A test with a figure we could not read is incomplete, never met and never failed.
Figures we could not read(23)
  • Debt to Equity: Filed shareholders equity is zero or below, so debt measured against it is not a measurement (n/m).
  • Positive Earnings Streak: The latest filed year has no per-share earnings we can read; the test needs 10.
  • P/B Ratio: Book equity is zero or negative, so a ratio measured against it (debt to equity, price to book) is not a measurement, and we will not show a number.
  • P/E Ratio: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • EV/EBIT: 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: We do not hold this figure for this company, so there is nothing to show.
  • PEG Ratio: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • Eps Growth 5Y: We do not hold this figure for this company, so there is nothing to show.
  • Return on Equity: Book equity is zero or negative. Return on equity computed over it flips sign and can read as a strong positive on a loss-making company, so we will not show a number.
  • 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: We do not hold this figure for this company, so there is nothing to show.
  • Interest Coverage: Operating income is zero or below, so there is no operating profit to cover the interest bill and coverage is not meaningful (n/m).
  • 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: We do not hold this figure for this company, so there is nothing to show.
  • Price To Graham: Earnings are zero or negative, so a price to earnings multiple is not meaningful. A negative P/E is not a cheap company and a large positive one from a near-zero denominator is not an expensive one.
  • Capex To Ocf: We do not hold this figure for this company, so there is nothing to show.
  • Dividend Coverage Ratio: We do not hold this figure for this company, so there is nothing to show.
  • Dividend Streak: We do not hold this figure for this company, so there is nothing to show.
  • Price Tangible Book: Book equity is zero or negative, so a ratio measured against it (debt to equity, price to book) is not a measurement, and we will not show a number.

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

  • 23 figures could not be read on this company, among them Debt to Equity, Positive Earnings Streak, P/B Ratio. 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.
  • We hold 7 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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