We screened 1,752 SEC filings for recession-resistance metrics — 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 conversion—with 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 yield—it'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 analysis—everything you need to evaluate AI infrastructure investments.
Going to the source — the company's own filings — beats tips and news. Here is the repeatable 5-signal screen (revenue quality, margins, FCF conversion, leverage, ROIC), framed so it runs across N companies programmatically, not one filing at a time.
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 effectiveness—everything 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 industries—everything you need to identify high-quality stocks.
High-quality earnings convert to cash; low-quality earnings are accounting choices. Here is the signal catalog — cash conversion, accruals, SBC, buyback effectiveness — with sector-specific thresholds and original SEC-corpus data, framed for screening rather than reading one filing.
A flat 15%-is-good ROIC rule misleads — utilities median 5.7%, retail 15.9%. Here is the ROIC reference with the calculation, the adjustment traps, and sector benchmarks from 938 companies, framed so a screen is sector-adjusted.
Earnings can be manipulated through accounting choices. Cash flow cannot. Learn the cash conversion framework—synthesizing Damodaran's multi-period analysis, Greenwald's earnings power value, and Sloan's accruals anomaly—to 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.
Point-in-time peer tables miss the trajectory. Here is the peer-comparison surface — 20+ metrics across 8 quarters of history, sector-normalized and SEC-backed — and why the temporal dimension is what makes a comparison decision-grade.
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.
Forward guidance is management's official forecast of revenue, EPS, and margins, but it is unstructured and scattered across filings and calls. Here is how to turn it into a consistent guidance-vs-actual series across quarters for 500+ public companies.
Traditional dividend screens miss deterioration. This 4-metric signal, built on 8-quarter payout trends from SEC filings, flagged 3M's 54% cut six months early, Intel's 2024 suspension, and Leggett & Platt's 89% reduction. Here are the metrics and the worked cases.
A flat ROIC cutoff buries good utilities and flatters mediocre retailers. Here is the 938-company sector-benchmark dataset (retail 15.9% vs utilities 5.7%) and a sector-adjusted 5-step screen you can reproduce.
Every guide to Form 20-F is written for companies filing it—not 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.
FPIs file Form 6-K for everything from quarterly earnings to governance notices, on no fixed schedule — so a naive find-the-latest-earnings pipeline breaks on international names. Here is how 6-K cadence actually varies, and how to extract earnings from the flood programmatically.