Models

Twelve models. One stock. Instant clarity.

Every academic and quantitative model below runs live against any public company. Pick a model to see its formula, interpretation bands, and current scores for the most searched stocks.

DuPont Analysis

ROE

Breaks return on equity into net margin, asset turnover, and leverage so you can see what is actually driving a company's returns.

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Altman Z-Score

Z-Score

Five ratio bankruptcy prediction score that has flagged roughly 72 percent of corporate failures two years before they happened.

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Piotroski F-Score

F-Score

Nine point financial strength checklist from Joseph Piotroski's 2000 Stanford paper, built to separate improving businesses from deteriorating ones.

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Beneish M-Score

M-Score

Eight variable forensic model designed to flag companies that are likely manipulating their earnings. Famously fingered Enron before the collapse.

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Sloan Ratio

Sloan Ratio

Measures how much of a company's reported earnings are backed by cash versus accounting accruals. High accruals historically predict weaker future returns.

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Economic Moat

Moat

Quantifies whether a company has a durable competitive advantage using return on invested capital stability, margin persistence, and reinvestment trends.

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Montier C-Score

C-Score

James Montier's six factor cheating screen. Complements the Beneish M-Score with a different set of forensic flags.

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News Sentiment

Sentiment

Aggregates the tone of financial headlines and press releases into a rolling sentiment score for any ticker.

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Insider Intelligence

Insider

Tracks open market Form 4 transactions, cluster buys, and CEO level conviction signals that research has linked to outperformance.

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Capital Allocation

Allocation

Grades management on the five uses of cash: reinvestment, acquisitions, buybacks, dividends, and debt paydown.

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Expected Return

Exp. Return

Forward looking return projection built from reverse discounted cash flow, implied growth, and shareholder yield.

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Factor Scores

Composite

Exposure to the academic style factors that drive long term returns: value, quality, momentum, size, and low volatility.

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