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ValueScreener company report

Viking Therapeutics, Inc. (VKTX)

NASDAQ / Healthcare / Biotechnology

Share price

25.47 USD Market dataClose of Oct 14, 2026

Market capitalisation

2.97B USD Market dataClose of Oct 14, 2026
Market data
Oct 14, 2026
Filed accounts
FY2025, filed Feb 11, 2026
Ratios computed
Oct 14, 2026
Filed years
11, FY2015 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

-56.3% Computed

From the FY2025 filing

Read quality

Valuation

Price to book

4.49x 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: 0.00 USDFY2016 Net income: -14.7M USDFY2017 Revenue: 0.00 USDFY2017 Net income: -20.6M USDFY2018 Revenue: 0.00 USDFY2018 Net income: -22.1M USDFY2019 Revenue: 0.00 USDFY2019 Net income: -25.8M USDFY2020 Revenue: 0.00 USDFY2020 Net income: -39.5M USDFY2021 Revenue: 0.00 USDFY2021 Net income: -55.0M USDFY2022 Revenue: 0.00 USDFY2022 Net income: -68.9M USDFY2023 Revenue: 0.00 USDFY2023 Net income: -85.9M USDFY2024 Revenue: 0.00 USDFY2024 Net income: -110.0M USDFY2025 Revenue: 0.00 USDFY2025 Net income: -359.6M USD
Revenue Net income10 filed fiscal years, from the annual reports; the table in Filings names each document.
Named tests met
0 of 30 Which tests
The business, and the score behind its five axes

The reading, in brief

Is it good

Return on equity was -56.3% 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 Biotechnology industry (494 companies), -56.3% sits at the 54th percentile; the middle half of that group runs from -146.9% to -28.9%.

Is it safe

Current ratio was 9.33 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 Biotechnology industry (556 companies), 9.33 sits at the 75th percentile; the middle half of that group runs from 2.39 to 9.18.

Year by year against peers
Whether Viking Therapeutics, Inc.'s return on equity stayed above the median of the Biotechnology industry, year by year. (FY2018 to FY2025, 8 fiscal years of Viking Therapeutics, Inc. with a comparable figure)
The direction
Which way Viking Therapeutics, Inc.'s return on equity has moved, and how steadily. (FY2016 to FY2025, 10 filed years of Viking Therapeutics, Inc.)
What could explain it
What in Viking Therapeutics, Inc.'s filed statements could explain the movements. (4 readings drawn from the statement lines Viking Therapeutics, Inc. filed)
What to check next
What to check next on Viking Therapeutics, Inc., and where in its filings. (2 questions for Viking Therapeutics, Inc.)
In one paragraph
One paragraph on Viking Therapeutics, Inc.'s returns, cash, balance sheet and price. (4 of sixteen figures read for Viking Therapeutics, Inc.)

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

Research VKTXPart 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 Feb 11, 2026, accession 0001193125-26-046876.

3 of 10

Quality

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

SEC filingComputed

Viking Therapeutics, 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 Feb 11, 2026, 0001193125-26-046876
Return on equity-56.3% ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Return on capital employed, pre-tax-61.5% ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Return on assets-50.3% ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Gross margin
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Operating margin
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Net margin
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876

4 of 10

Financial strength

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

SEC filingComputedCompany statement

Viking Therapeutics, 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 Feb 11, 2026, 0001193125-26-046876
Current ratio9.33 ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Quick ratio9.33 ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Interest coverage
Why n/a

No interest expense is filed for this year, so coverage is not computed.

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Altman Z-score
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedClose of Oct 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Net debt-705.6M ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Total assets 715.7MTotal liabilities 76.7MShareholders' equity 639.1MOwnsOwes, and equity
Total assets Total liabilities Shareholders’ equity
The balance sheet, line by line

Financial health

What Viking Therapeutics, Inc owned and owed at the end of fiscal 2025, from the balance sheet it filed (10-K, filed Feb 11, 2026, 0001193125-26-046876).

Viking Therapeutics, Inc: balance sheet position
Total assets715.7M FiledFY2025 10-K, filed Feb 11, 2026
Total liabilities76.7M FiledFY2025 10-K, filed Feb 11, 2026
Shareholders' equity639.1M FiledFY2025 10-K, filed Feb 11, 2026
Cash705.7M FiledFY2025 10-K, filed Feb 11, 2026
Total debt137.0K FiledFY2025 10-K, filed Feb 11, 2026
Net debt-705.6M
Current ratio9.33
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: 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

Viking Therapeutics, Inc: 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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
P/E on trailing twelve months
Why n/a

Fewer than twenty trading days carry a meaningful trailing price to earnings ratio, so no range is stated.

n/a ComputedClose of Oct 14, 2026 · Trailing four quarters, each as known on the day; the quarterly filings are listed under Filings
Price to book4.49x ComputedClose of Oct 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Price to sales
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedClose of Oct 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Diluted earnings per share-3.19 USD FiledFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 Feb 11, 2026, 0001193125-26-046876

We publish no fair value or price target of our own. Value VKTX 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 Viking Therapeutics, Inc today, and the multiples it has carried. No value of ours: the figures are the filings’ and the market’s.

Viking Therapeutics, Inc: valuation
Share price25.47 USD
Market capitalisation2.97B USD
Enterprise value to EBITDAn/a
Graham numbern/m
Diluted earnings per share, FY2025-3.19 USD

Price to earnings on trailing twelve months: Fewer than twenty trading days carry a meaningful trailing price to earnings ratio, so no range is stated.

Companies like Viking Therapeutics, Inc

  1. Denali Therapeutics Inc. (DNLI)Market cap 2.86B USD
  2. Celcuity Inc. (CELC)Market cap 2.92B USD
  3. Veracyte, Inc. (VCYT)Market cap 3.47B USD
  4. IDEAYA Biosciences, Inc. (IDYA)Market cap 3.27B USD
  5. Nurix Therapeutics, Inc. (NRIX)Market cap 2.46B USD

Same industry (Biotechnology) and size band (Mid, 2B to 10B), nearest in market value 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

Viking Therapeutics, 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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Free cash flow
Why n/a

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

n/a ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Free cash flow margin
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 14, 2026 · FY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
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 Feb 11, 2026, 0001193125-26-046876
FY2016 Net income: -14.7M USDFY2017 Net income: -20.6M USDFY2018 Net income: -22.1M USDFY2019 Net income: -25.8M USDFY2020 Net income: -39.5M USDFY2021 Net income: -55.0M USDFY2022 Net income: -68.9M USDFY2023 Net income: -85.9M USDFY2024 Net income: -110.0M USDFY2025 Net income: -359.6M 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 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.

Viking Therapeutics, Inc.: the eight ratios, with the fiscal year and filing date behind each.
FigureValueYearAs of
n/mFY2025Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
4.49xFY2025Oct 14, 2026
n/aFY2025Oct 14, 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 14, 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/aFY2025Feb 11, 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 14, 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/aFY2025Feb 11, 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.
9.33FY2025Feb 11, 2026
n/mFY2025Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Oct 14, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Feb 11, 2026
n/m Not meaningful for this company, such as a P/E on negative earnings or a bank's EV/EBIT.
n/mFY2025Feb 11, 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. 11 filed fiscal years on record, FY2015 to FY2025, from SEC EDGAR. Prices as of Oct 14, 2026. Ratios recomputed Oct 14, 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 Viking Therapeutics, Inc filed with the SEC. Each year names its filing. Amounts in USD, as filed.

Viking Therapeutics, 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
FY20250.00-393.3M-359.6M-3.19n/an/m-56.3%10-K, Feb 11, 20260001193125-26-046876
FY20240.00-150.9M-110.0M-1.01n/an/m-12.5%10-K, Feb 26, 20250000950170-25-027824
FY20230.00-100.8M-85.9M-0.91n/an/m-24.6%10-K, Feb 7, 20240000950170-24-012322
FY20220.00-70.4M-68.9M-0.90n/an/m-47.4%10-K, Feb 10, 20230001564590-23-001685
FY20210.00-55.7M-55.0M-0.71n/an/m-27.2%10-K, Feb 9, 20220001564590-22-004429
FY20200.00-42.7M-39.5M-0.54n/an/m-16.2%10-K, Feb 17, 20210001564590-21-006406
FY20190.00-32.7M-25.8M-0.36n/an/m-9.3%10-K, Feb 26, 20200001564590-20-006766
FY20180.00-26.2M-22.1M-0.38n/an/m-7.4%10-K, Mar 13, 20190001564590-19-007584
FY20170.00-19.1M-20.6M-0.79n/an/m-152.8%10-K, Mar 7, 20180001564590-18-004757
FY20160.00-13.8M-14.7M-0.90n/an/m-183.2%10-K, Mar 21, 20170001564590-17-004911
  • Revenue: Revenue 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: 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: 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

Viking Therapeutics, Inc: accounting screens and published tests, each with its source
FigureValue, source and document
Beneish M-score
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Piotroski F-score
Why n/m

This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.

n/m ComputedFY2025 10-K, filed Feb 11, 2026, 0001193125-26-046876
Named tests met0 of 30 Computed
Beta0.97 ComputedClose of Oct 14, 2026

The named tests

Of 30 tests value investors published: 0 met, 15 not met, 15 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); High returns and growth; Dividends and buybacks; Low beta, profitable; Two thirds of NCAV (Benjamin Graham); High returns, low debt; Owner earnings yield; High return on tangibles; Low P/S, rising earnings (James O'Shaughnessy); Book or below, low debt (Walter Schloss); Tangible book or below; Cheapest quarter on P/B (David Dreman)
Not measured
Earnings yield and ROIC (Joel Greenblatt); Three forensic scores; Low PEG, low debt (Peter Lynch); 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); P/E times P/B (Benjamin Graham); Cash-covered dividend; Cash-flow yield and ROIC; 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(23)
  • 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: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • 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: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • Beneish M-Score: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • 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.
  • Rev Growth 5Y: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • Gross Margin: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • Asset Turnover: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • 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.
  • 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.
  • P/S Ratio: This company reported no revenue for the period, so every ratio measured against revenue is undefined. It is not a zero margin, it is the absence of a denominator. Cash runway is the measure that applies.
  • 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

  • 23 figures could not be read on this company, among them Debt to Equity, Piotroski F-Score, P/E Ratio. Each blank in the table above names the rest, with its reason. 15 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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