Step-by-step tutorials and comprehensive guides for financial analysis
We screened 1,752 SEC filings for recession-resistance metrics â ROIC, FCF margin, interest coverage, leverage, and consistency. The results were counterintuitive: nearly 80% of the strongest companies are in sectors most investors consider cyclical. Defensive sectors scored lower on every single metric. Here are the 15 most recession-resistant operations in the S&P 500, ranked by the numbers.
Data centers need contractors. But which contractor stocks are worth buying? This practical framework covers the 5 metrics that matter: ROIC, backlog, operating margin, DSO, and cash conversionâwith real benchmarks and SEC filing examples.
High BDC yields attract income investors, but most analysis stops at yield percentage. This 5-point framework using dividend coverage, cash conversion, and AFFO trajectory reveals the critical difference between ARCC's negative dividend coverage (-2.42) and MAIN's sustainable payout (+1.06).
Dividend investing isn't just about yieldâit's about sustainability. Our dividend research library covers payout ratio analysis, hidden liability screening, and sector-specific safety rankings across insurance, utilities, consumer staples, and more.
The average 10-K filing contains over 500,000 characters of text. Most investors don't know what sections exist, let alone where to find specific information. This guide breaks down every section and explains what investors actually find in each.
AI infrastructure spending is approaching $500B annually across hyperscalers alone. Our research library covers capex efficiency metrics, depreciation manipulation detection, concentration risk screening, nuclear power for data centers, and supply chain analysisâeverything you need to evaluate AI infrastructure investments.
Most investors buy stocks based on tips, news, or gut feeling. The edge comes from going to the source: the company's own financial reports. Here's how to research any stock like a professional, starting from zero.
Earnings can be manipulated through accounting choices. Cash flow cannot. Our earnings quality research library covers OCF/NI ratios, FCF consistency, stock-based compensation dilution, depreciation divergence, and buyback effectivenessâeverything you need to separate real profits from accounting fiction.
Learn how to monitor $370B in AI infrastructure spending quarterly with a 3-metric framework. Track capex/revenue trends, depreciation manipulation signals, and growth alignment across Google, Microsoft, Amazon & Meta. Updated December 2025 with Meta's $600B commitment and Michael Burry's depreciation thesis.
Return on Invested Capital (ROIC) measures how efficiently a company turns invested capital into profit. Our ROIC research library covers sector benchmarks from 938 companies and detailed peer comparisons across 8 industriesâeverything you need to identify high-quality stocks.
Earnings quality measures how sustainable and real a company's profits are. High-quality earnings convert to cash; low-quality earnings are accounting tricks. This guide shows you exactly how to evaluate any company using our 3-metric framework with original data.
ROIC measures how efficiently a company turns capital into profits. A good ROIC is 15%+ for most sectors, but utilities median is 5.7% while retail is 15.9%. This guide shows you exactly how to calculate, interpret, and screen for ROIC using original data from 938 companies.
Earnings can be manipulated through accounting choices. Cash flow cannot. Learn the cash conversion frameworkâsynthesizing Damodaran's multi-period analysis, Greenwald's earnings power value, and Sloan's accruals anomalyâto separate real profits from accounting fiction.
Learn to calculate free cash flow (FCF = OCF - CapEx) with real 2025 SEC filing data from Adobe, Zoom, Snowflake, and Intuit. Discover why ZM's 41.7% FCF margin beats Adobe, how Snowflake generates positive FCF despite $1.35B net loss, and why Intuit's quarterly FCF swings 7x between tax seasons.
Compare any S&P 500 company against 10 competitors using 20+ metrics with 5-7 temporal dimensions each. MetricDuck's free peer comparison tool automates 3-5 hours of manual Excel work in 2 minutes with 8-quarter trends, YoY analysis, and SEC-backed data.
Master the 3-metric cash flow quality framework used by institutional investors. Analyze OCF/NI Ratio, FCF Consistency, and Cash Conversion Cycle with validated 2025 data for NVIDIA, AMD, Intel, and Broadcom. Includes specific thresholds and step-by-step methodology.
Reading 10-Q quarterly filings takes 3+ hours per company. For a 20-stock portfolio, that is 240+ hours per year. MetricDuck structures the key insights with QoQ/YoY comparisons so you can analyze any 10-Q in 5 minutes.
Forward guidance is a company official forecast of future revenue, EPS, and margins. Learn where to find it in SEC filings and how to track guidance revisions for 500+ public companies.
Traditional dividend screening misses deterioration. This 4-metric framework with 8-quarter payout trends predicted 3M's 54% cut 6 months early, Intel's 2024 suspension, and Leggett & Platt's 89% reduction. Screen 938 dividend stocks for sustainability in under 30 seconds.
Manual ROIC screening takes 4+ hours per session. Learn our 5-step framework with sector-specific benchmarks from 938 companies showing why retail median ROIC (15.9%) differs from utilities (5.7%). Screen 500+ companies in 30 minutes with sector-adjusted thresholds.
Every guide to Form 20-F is written for companies filing itânot investors reading it. This guide shows you which sections to focus on, what to skip, and how to spot red flags in foreign company annual reports.
If you've searched EDGAR for ASML or Novo Nordisk quarterly earnings and found nothing, here's why: foreign companies use Form 6-K instead of 10-Q. This guide shows you exactly how to find quarterly results for any foreign stock.
Foreign companies file Form 6-K for everything from quarterly earnings to routine governance notices. Understanding this catch-all form is essential for analyzing international stocksâhere's what you need to know.
If you've ever searched for a 10-Q from ASML, Novo Nordisk, or Alibaba and come up empty, you're not alone. Foreign companies have completely different SEC filing requirementsâand understanding them is essential for investing in international stocks.