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ValueScreener company report

TON Strategy Co. (TONX)

NASDAQ / Financial Services / Asset Management

Share price

2.75 USD Market dataClose of Oct 15, 2026

Market capitalisation

151.4M USD Market dataClose of Oct 15, 2026
Market data
Oct 15, 2026
Filed accounts
FY2025, filed Mar 31, 2026
Ratios computed
Oct 15, 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

-36.5% Computed

From the FY2025 filing

Read quality

Valuation

Price to earnings

n/m Computed

FY2025 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

FY2025 accounts, priced at the latest close

Why n/a

Held back: the last annual report's share count does not match today's, as after a split.

Read cash generation

Revenue and net income, as filed

FY2016 Net income: -4.3M USDFY2017 Revenue: 6.0K USDFY2017 Net income: -7.3M USDFY2018 Revenue: 32.0K USDFY2018 Net income: -12.1M USDFY2019 Revenue: 9.1M USDFY2019 Net income: -15.9M USDFY2020 Revenue: 10.0M USDFY2020 Net income: -25.0M USDFY2021 Revenue: 10.5M USDFY2021 Net income: -34.5M USDFY2022 Revenue: 8.0K USDFY2022 Net income: -37.4M USDFY2023 Revenue: 63.0K USDFY2023 Net income: -22.0M USDFY2024 Revenue: 895.0K USDFY2024 Net income: -10.3M USDFY2025 Revenue: 12.8M USDFY2025 Net income: -148.5M USD
Revenue Net income10 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
1 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it good

Return on equity was -36.5% 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 Asset Management industry (71 companies), -36.5% sits at the 10th percentile; the middle half of that group runs from 1.3% to 14.3%.

Is it safe

Current ratio was 9.23 in FY2025, in the band labelled "At or above Graham's requirement" (2.00 and above), on lines anchored on Graham's defensive-investor criteria, suggesting short-term assets well above short-term obligations.

Today, against the Financial Services sector (274 companies), 9.23 sits at the 86th percentile; the middle half of that group runs from 0.97 to 5.71.

Year by year against peers
Whether TON Strategy Co.'s return on equity stayed above the median of the Asset Management industry, year by year. (FY2019 to FY2025, 7 fiscal years of TON Strategy Co. with a comparable figure)
The direction
Which way TON Strategy Co.'s current ratio has moved, and how steadily. (FY2016 to FY2025, 10 filed years of TON Strategy Co.)
What could explain it
What in TON Strategy Co.'s filed statements could explain the movements. (6 readings drawn from the statement lines TON Strategy Co. filed)
What to check next
What to check next on TON Strategy Co., and where in its filings. (4 questions for TON Strategy Co.)
In one paragraph
One paragraph on TON Strategy Co.'s returns, cash, balance sheet and price. (8 of sixteen figures read for TON Strategy Co.)

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

Research TONXPart 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 31, 2026, accession 0001493152-26-013931.

3 of 10

Quality

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

SEC filingComputed

TON Strategy Co: returns on capital and margins, each with its source
FigureValue, source and document
Return on invested capital, after tax
Why n/m

Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.

n/m ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Return on equity-36.5% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Return on capital employed, pre-tax
Why n/m

Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.

n/m ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Return on assets-36.1% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Gross margin69.5% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Operating margin-285.2% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Net margin-1161.9% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
TONX -1161.9%
WTF -139.1%SAR -4.0%ZSTK -335.6%MGLD -17.3%BMHL 16.2%
-1161.9%16.2%
Net margin: TONX 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

TON Strategy Co: 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 31, 2026, 0001493152-26-013931
Current ratio9.23 ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Quick ratio9.23 ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
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 ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
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 31, 2026, 0001493152-26-013931
Net debt
Why n/a

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

n/a ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Total assets 411.2MTotal liabilities 4.8MShareholders' equity 406.5MOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What TON Strategy Co owned and owed at the end of fiscal 2025, from the balance sheet it filed (10-K, filed Mar 31, 2026, 0001493152-26-013931).

TON Strategy Co: balance sheet position
Total assets411.2M FiledFY2025 10-K, filed Mar 31, 2026
Total liabilities4.8M FiledFY2025 10-K, filed Mar 31, 2026
Shareholders' equity406.5M FiledFY2025 10-K, filed Mar 31, 2026
Cash39.5M FiledFY2025 10-K, filed Mar 31, 2026
Total debtn/a FiledFY2025 10-K, filed Mar 31, 2026
Net debtn/a
Current ratio9.23
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.
  • Interest cover: FY2025: 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

TON Strategy Co: 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 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
P/E on trailing twelve months0.29x 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/a

Held back: the last annual report's share count does not match today's, as after a split.

n/a ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Price to sales5.40x ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Enterprise value to EBIT
Why n/m

Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.

n/m ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Enterprise value to EBITDA
Why n/m

Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.

n/m ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
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 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Diluted earnings per share-5.96 USD FiledFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
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 ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931

We publish no fair value or price target of our own. Value TONX 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 TON Strategy Co today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

TON Strategy Co: valuation
Share price2.75 USD
Market capitalisation151.4M USD
Enterprise value to EBITDAn/m
Graham numbern/m
Diluted earnings per share, FY2025-5.96 USD

Price to earnings on trailing twelve months, a different basis from the fiscal-year P/E above, since Aug 10, 2017: low 0.22x, median 1.82x, high 27.97x, latest 0.29x. 221 trading days with a meaningful ratio, 2,084 more on a loss and left out. Each close over the trailing twelve months of earnings as known that day: a quarter counts from the day it was filed.

Companies like TON Strategy Co

  1. Waton Financial Limited Ordinary Shares (WTF)Market cap 133.6M USD
  2. Saratoga Investment Corp. (SAR)Market cap 236.8M USD
  3. ZeroStack Corp. (ZSTK)Market cap 94.2M USD
  4. The Marygold Companies, Inc. (MGLD)Market cap 84.6M USD
  5. Bluemount Holdings Limited (BMHL)Market cap 91.4M USD

Same industry (Asset Management) 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.

SEC filingComputed

TON Strategy Co: cash generation and what is paid out, each with its source
FigureValue, source and document
Free cash flow yield
Why n/a

Held back: the last annual report's share count does not match today's, as after a split.

n/a ComputedClose of Oct 15, 2026 · FY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Free cash flow-20.9M USD ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Free cash flow margin-163.2% ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
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 31, 2026, 0001493152-26-013931
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 31, 2026, 0001493152-26-013931
FY2016 Free cash flow: 1.6M USDFY2016 Net income: -4.3M USDFY2017 Net income: -7.3M USDFY2018 Net income: -12.1M USDFY2019 Free cash flow: -8.3M USDFY2019 Net income: -15.9M USDFY2020 Free cash flow: -16.6M USDFY2020 Net income: -25.0M USDFY2021 Free cash flow: -25.9M USDFY2021 Net income: -34.5M USDFY2022 Free cash flow: -19.4M USDFY2022 Net income: -37.4M USDFY2023 Free cash flow: -8.8M USDFY2023 Net income: -22.0M USDFY2024 Free cash flow: -9.1M USDFY2024 Net income: -10.3M USDFY2025 Free cash flow: -20.9M USDFY2025 Net income: -148.5M 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.

TON Strategy Co.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
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/aFY2025Oct 15, 2026
n/a Held back: the last annual report's share count does not match today's, as after a split.
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/aFY2025Oct 15, 2026
n/a Held back: the last annual report's share count does not match today's, as after a split.
n/mFY2025Mar 31, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/aFY2025Oct 15, 2026
n/a The filed cash flow statement reports no dividend paid at all. That is not the same as a filed zero, and we will not read it as one.
n/aFY2025Mar 31, 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.
9.23FY2025Mar 31, 2026
5.40xFY2025Oct 15, 2026
n/mFY2025Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Oct 15, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Mar 31, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Mar 31, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.

The figures are computed from the accounts for fiscal 2025, the newest full year on file. 10 filed fiscal years on record, FY2016 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 TON Strategy Co filed with the SEC. Each year names its filing. Amounts in USD, as filed.

TON Strategy Co: 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
FY202512.8M-36.4M-148.5M-5.96-20.9M-285.2%-36.5%10-K, Mar 31, 20260001493152-26-013931
FY2024895.0K-11.6M-10.3M-19.36-9.1M-1301.0%-63.8%10-K, Mar 25, 20250001641172-25-000518
FY202363.0K-13.8M-22.0M-441.48-8.8M-21896.8%-703.8%10-K, Apr 1, 20240001493152-24-012416
FY20228.0K-18.9M-37.4M-6.68-19.4Mn/a-724.7%10-K, Apr 17, 20230001493152-23-012571
FY202110.5M-33.7M-34.5M-22.00-25.9M-320.3%-258.9%10-K, Mar 31, 20220001493152-22-008470
FY202010.0M-24.7M-25.0M-32.00-16.6M-248.2%-232.3%10-K, Mar 31, 20210001493152-21-007445
FY20199.1M-15.8M-15.9M-31.60-8.3M-174.0%-139.1%10-K, May 14, 20200001493152-20-008807
FY201832.0K-7.8M-12.1M-49.20n/a-24350.0%n/m10-K, Feb 7, 20190001493152-19-001508
FY20176.0K-4.7M-7.3M-41.20n/a-78416.7%n/m10-K, Apr 2, 20180001493152-18-004470
FY2016n/a-3.1M-4.3M-30.001.6Mn/an/m10-K, Mar 31, 20170001493152-17-003155
  • Revenue, compound annual growth FY2017 to FY2025: 160.6%
  • Earnings: Earnings was not positive in both 2016 and 2025, so a compound rate across the window is not defined. Both figures are in the table.
  • Earnings per share: Earnings per share was not positive in both 2016 and 2025, 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 2016 and 2025, 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

TON Strategy Co: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score
Why n/m

The Beneish M-Score is built on gross margin, receivables and asset quality indices estimated on non-financial firms. Those inputs are not defined here.

n/m ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Piotroski F-score
Why n/m

2 of the nine Piotroski signals are undefined for a capital markets firm: signal 6 (rising current ratio), signal 8 (rising gross margin). We do not publish a partial score under the full score's name.

n/m ComputedFY2025 10-K, filed Mar 31, 2026, 0001493152-26-013931
Named tests met1 of 30 Computed
Beta2.54 ComputedClose of Oct 15, 2026

The named tests

Of 30 tests value investors published: 1 met, 13 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
Cheapest quarter on P/B (David Dreman)
Does not
Defensive investor (Benjamin Graham); Large cap, low P/E; High returns and growth; Gross margin, turnover (Robert Novy-Marx); High yield, low payout; Dividends and buybacks; Low beta, profitable; Near the 52-week low; High returns, low debt; Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Cash-flow yield and ROIC
Not measured
Deep value; Earnings yield and ROIC (Joel Greenblatt); High F-score, low P/B (Joseph Piotroski); Three forensic scores; Low PEG, low debt (Peter Lynch); EV/EBITDA and coverage; ROIC at or above WACC; Z-score and coverage (Edward Altman); Two thirds of NCAV (Benjamin Graham); P/E times P/B (Benjamin Graham); Book or below, low debt (Walter Schloss); Cash-covered dividend; Tangible book or below; Clean books, high ROIC; Cheapest quarter on P/E (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(19)
  • Current Ratio: Graham set this test for industrial companies.
  • 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: 2 of the nine Piotroski signals are undefined for a capital markets firm: signal 6 (rising current ratio), signal 8 (rising gross margin). We do not publish a partial score under the full score's name.
  • 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: Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.
  • Return on Invested Capital: Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.
  • Altman Z-Score: Altman's Z-Score was estimated on manufacturers and explicitly excludes financial firms. A financial company scores in the distress zone by construction, so the number would be wrong rather than alarming. Not applicable to financials.
  • Beneish M-Score: The Beneish M-Score is built on gross margin, receivables and asset quality indices estimated on non-financial firms. Those inputs are not defined here.
  • PEG Ratio: 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.
  • EV/EBITDA: Enterprise value adds debt and subtracts cash. For a financial company both are the business itself, so the resulting multiple has no economic meaning.
  • Interest Coverage: 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.
  • ROIC-WACC Spread: Invested capital is equity plus debt less cash. A financial company's debt and cash are operating positions, so returns measured against that base are not comparable to an operating business.
  • Price To Ncav: Net current asset value needs current assets, which an unclassified balance sheet does not report.
  • Price To Graham: 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.
  • 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

  • 19 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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