All articles tagged with "Stock Screening"
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.
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.
Michael Burry warns Big Tech will understate depreciation by $176B through 2028. Amazon is taking a contrarian approach—shortening useful lives and accepting a $700M profit hit while peers extend to boost earnings. Learn how to screen for earnings quality using the capex/depreciation ratio.
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.
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.
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.