| Profitability | 31/100 |
| Growth | 38/100 |
| Momentum | 68/100 |
| Quality | 69/100 |
| Earnings Quality | 84/100 |
| Balance Sheet | 78/100 |
| Value | 53/100 |
| Risk (safety) | 90/100 |
| Overall | 53.6/100 |
| Symbol | IS Score |
|---|---|
| JLL | 70 |
| COMP | 42 |
| BPYPN | 25 |
| FSV | 57 |
| CIGI | 38 |
| CBRE | 53 |
| CSGP | 54 |
Both readings sit above the midpoint — business quality at 54 and price structure at 82 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 53.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 49 → 48 → 49 → 54 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 898 → now 756 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 756 | 413.4M | $11.7B | 102.3% | ex-outlier 92.9% |
| 2026 Q1 | 793 | 404.1M | $16.3B | 100.0% | ex-outlier 90.5% |
| 2025 Q4 | 843 | 412.9M | $27.1B | 102.2% | |
| 2025 Q3 | 898 | 409.5M | $34.0B | 101.3% | |
| 2025 Q2 | 871 | 420.7M | $33.1B | 104.1% | |
| 2025 Q1 | 857 | 424.5M | $32.9B | 105.1% | |
| 2024 Q4 | 798 | 398.8M | $27.9B | 98.7% | |
| 2024 Q3 | 767 | 394.6M | $29.2B | 97.6% | |
| 2024 Q2 | 763 | 392.2M | $28.6B | 97.0% | |
| 2024 Q1 | 764 | 395.1M | $37.6B | 97.8% | |
| 2023 Q4 | 733 | 390.8M | $33.4B | 96.7% | |
| 2023 Q3 | 680 | 387.2M | $29.1B | 95.8% |
Why 2026-06 reads 102.31%. Institutions cannot hold more of a company than exists. The reported 413.4M shares exceed the 404.1M outstanding, and a single filer accounts for the excess: VANGUARD PORTFOLIO MANAGEMENT LLC reports 37,914,844 shares against 38,234,133 the prior quarter, a 1x jump, which alone would be 9.4% of the company. Excluding that filing, ownership is 92.9%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
Why 2026-03 reads 100.01%. Institutions cannot hold more of a company than exists. The reported 404.1M shares exceed the 404.1M outstanding, and a single filer accounts for the excess: VANGUARD PORTFOLIO MANAGEMENT LLC reports 38,234,133 shares, which alone would be 9.5% of the company. Excluding that filing, ownership is 90.5%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Rossmann Robin Jack | Chief Financial Officer | 2026-10-15 | TAX W/H | 756 | $0.02M | 85,935 |
| Cann Cynthia Cammett | Chief Accounting Officer | 2026-08-07 | SELL | 4,788 | $0.15M | 18,822 |
| Hill John W | director | 2026-08-05 | SELL | 3,500 | $0.11M | 22,993 |
| Florance Andrew C | director, Founder and CEO | 2026-08-04 | BUY | 83,300 | $2.49M | 1,806,165 |
| Cann Cynthia Cammett | Chief Accounting Officer | 2026-08-01 | TAX W/H | 1,077 | $0.03M | 23,610 |
| Saint Frederick G. | President, Marketplaces | 2026-08-01 | TAX W/H | 1,436 | $0.04M | 278,415 |
| Rossmann Robin Jack | Chief Financial Officer | 2026-07-31 | A-Award | 34,771 | — | 34,771 |
| Cann Cynthia Cammett | Chief Accounting Officer | 2026-07-31 | A-Award | 26,078 | — | 26,078 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 8,288 | $0.3M | Counted |
| P — Open-market purchases | 7 | 232,450 | $8.5M | Counted |
| F — Tax withholding | 19 | 146,170 | $6.4M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-05 | Hill John W | 3,500 | $0.1M |
| 2025-11-13 | Hill John W | 2,250 | $0.2M |
| 2025-08-28 | Frederick Saint | 25,000 | $2.3M |
| 2025-07-28 | Frederick Saint | 25,000 | $2.3M |
| Trailing 12 mo | 3 filings | 30,750 | $3M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-14 | SCHEDULE 13G | Ronald Baron | 5.30% | 21.6M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 9.12% | 38.3M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.53% | 31.6M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-25 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-08-19 | 2026-09-11 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 2.0M | $54M |
| Ninety One Uk Ltd | 392,883 | $11M |
| S.E.E.D. Planning Group Llc | 318,719 | $9M |
| Y-Intercept | 272,966 | $7M |
| Buttonwood Financial Advisors Inc. | 165,778 | $5M |
| Czech National Bank | 116,423 | $3M |
| Fund | Weight | Position |
|---|---|---|
| VGSLX | 0.6% | $422M |
| VGSNX | 0.6% | $422M |
| VNQ | 0.6% | $422M |
| VITSX | 0.0% | $352M |
| VTI | 0.0% | $352M |
| VSMPX | 0.0% | $352M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 6.9M | 76 sh |
| Incr Intelligent Cross Llc | 6.3M | 62 sh |
| Ebxl Level Ats | 4.0M | 62 sh |
| Sgmt Sigma X2 | 4.0M | 73 sh |
| Bids Bids Ats | 3.7M | 700 sh |
| Mspl Ms Pool (Ats-4) | 3.6M | 204 sh |
Moat score 68/100 — Narrow; primary source Network Effects.
| Officer | Title |
|---|---|
| Andrew C. Florance | President, Founder, Chief Executive Officer & Director |
| Frank A. Simuro | Chief Technology Officer |
| Frederick G. Saint | President of Marketplaces |
| Robin Rossmann | Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +17.2% | +12.3% | +12.5% | +11.5% | +18.7% |
| Gross profit | +17.5% | +11.4% | +11.0% | +10.9% | +12.2% |
| Operating income | +49.5% | +4.3% | -37.4% | -98.3% | -1631.9% |
| Net income | +28.8% | +26.3% | +1.4% | -63.0% | -95.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.9 | 2.2 | 2.5 | 2.7 | 3.2 | |
| Cost of revenue | 0.4 | 0.4 | 0.5 | 0.6 | 0.8 | |
| Gross profit | 1.6 | 1.8 | 2.0 | 2.2 | 2.4 | |
| R&D expense | 0.2 | 0.2 | 0.3 | 0.3 | 0.4 | |
| SG&A expense | 0.9 | 1.0 | 1.4 | 1.8 | 2.1 | |
| Operating income | 0.4 | 0.5 | 0.3 | 0.0 | -0.1 | |
| EBITDA | 0.6 | 0.6 | 0.4 | 0.2 | 0.3 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | |
| Pretax income | 0.4 | 0.5 | 0.5 | 0.2 | 0.0 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 | |
| Net income | 0.3 | 0.4 | 0.4 | 0.1 | 0.0 | |
| Diluted EPS ($) | 0.74 | 0.93 | 0.92 | 0.34 | 0.02 | |
| Diluted shares (M) | 394 | 398 | 407 | 408 | 421 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 5.0 | 5.2 | 4.7 | 1.7 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.2 | 0.2 | 0.2 | 0.2 | |
| Total current assets | 5.2 | 5.5 | 5.0 | 2.1 | |
| PP&E (net) | 0.4 | 0.6 | 1.1 | 1.4 | |
| Goodwill + intangibles | 2.6 | 2.7 | 3.0 | 6.7 | |
| Total assets | 8.4 | 8.9 | 9.3 | 10.5 | |
| Accounts payable | 0.0 | 0.0 | 0.0 | 0.0 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | |
| Deferred revenue | 0.1 | 0.1 | 0.1 | 0.2 | |
| Total current liabilities | 0.4 | 0.5 | 0.6 | 0.7 | |
| Long-term debt | 1.0 | 1.0 | 1.0 | 1.0 | |
| Total liabilities | 1.5 | 1.6 | 1.7 | 2.2 | |
| Shareholders' equity | 6.9 | 7.3 | 7.6 | 8.4 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 0.4 | 0.1 | 0.0 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.2 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.0 | |
| Working capital change | (0.2) | (0.2) | (0.1) | (0.3) | |
| Operating cash flow | 0.5 | 0.5 | 0.4 | 0.4 | |
| Capital expenditures | (0.1) | (0.0) | (0.6) | (0.4) | |
| Investing cash flow | (0.1) | (0.2) | (0.9) | (2.8) | |
| Buybacks | (0.0) | (0.0) | (0.0) | (0.6) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | (0.0) | (0.0) | (0.0) | 0.0 | |
| Financing cash flow | 0.7 | (0.0) | (0.0) | (0.6) | |
| Free cash flow | 0.4 | 0.5 | (0.2) | 0.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 5.3% | 5.9% | 5.3% | 1.9% | 0.1% | 1% | |
| ROA | 4.1% | 4.7% | 4.3% | 1.5% | 0.1% | 0.7% | |
| ROIC | 10.4% | 11.4% | 6.5% | 0.1% | -0.2% | 0.6% | |
| Gross margin | 81.6% | 81.0% | 80.0% | 79.6% | 75.2% | 76.5% | |
| Operating margin | 22.2% | 20.7% | 11.5% | 0.2% | -2.2% | 2.2% | |
| Net margin | 15.1% | 16.9% | 15.3% | 5.1% | 0.2% | 2.1% | |
| EBITDA margin | 29.4% | 27.0% | 15.9% | 5.5% | 8.4% | 11.7% | |
| FCF margin | 20.8% | 19.2% | 18.3% | -9.0% | 3.6% | — | |
| VALUATION | |||||||
| P/E | 106.57 | 84.94 | 95.05 | 210.80 | 3761.85 | 175.9 | |
| P/B | 5.46 | 4.57 | 4.85 | 3.87 | 3.39 | 1.6 | |
| P/S | 16.04 | 14.38 | 14.51 | 10.69 | 8.69 | 3.68 | |
| P/FCF | 77.08 | 74.71 | 79.40 | -119.19 | 240.53 | 42.0 | |
| EV/EBITDA | 49.91 | 46.74 | 80.84 | 168.75 | 126.66 | 31.2 | |
| EV/Revenue | 14.64 | 12.61 | 12.83 | 9.36 | 8.51 | 3.7 | |
| Earnings yield | 0.9% | 1.2% | 1.1% | 0.5% | 0.0% | 0.57% | |
| FCF yield | 1.3% | 1.3% | 1.3% | -0.8% | 0.4% | 2.38% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 11.78 | 13.92 | 12.01 | 8.96 | 2.84 | 2.21 | |
| Quick ratio | 11.74 | 13.92 | 12.01 | 8.96 | 2.84 | 2.21 | |
| Debt / equity | 0.19 | 0.16 | 0.15 | 0.14 | 0.14 | 0.15 | |
| Debt / assets | 15.3% | 13.2% | 12.4% | 11.3% | 10.9% | 11.4% | |
| Net debt / EBITDA | -4.76 | -6.56 | -10.53 | -23.99 | -2.70 | -0.27 | |
| Interest coverage | 13.62 | 40.56 | 17.53 | 0.18 | -2.68 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.27 | 0.28 | 0.28 | 0.30 | 0.33 | 0.35 | |
| Receivables turnover | 17.00 | 15.66 | 14.04 | 14.26 | 15.39 | 13.1 | |
| DSO (days) | 21 | 23 | 26 | 26 | 24 | 28 | |
| DPO (days) | 19 | 22 | 19 | 23 | 22 | 19 | |
| Cash conversion cycle | 17 | 7 | 7 | 3 | 1 | 9 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 17.2% | 12.3% | 12.5% | 11.5% | 18.7% | — | |
| Net income growth | 28.8% | 26.3% | 1.4% | -63.0% | -94.6% | — | |
| EPS growth | 28.6% | 22.7% | 1.1% | -63.1% | -94.7% | — | |
| FCF growth | -7.6% | 3.8% | 6.8% | -154.7% | 147.8% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.74 | 0.91 | 0.92 | 0.34 | 0.02 | 0.18 | |
| Book value / share | 14.48 | 16.92 | 18.01 | 18.50 | 19.86 | 19.66 | |
| Revenue / share | 4.93 | 5.37 | 6.02 | 6.70 | 7.74 | 8.80 | |
| FCF / share | 1.03 | 1.03 | 1.10 | -0.60 | 0.28 | 0.77 | |
| Cash / share | 9.70 | 12.23 | 12.80 | 11.46 | 4.13 | 3.13 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.1% | 0.1% | 0.1% | 0.1% | 1.4% | 7.82% | |
| Altman Z-Score | 13.46 | 13.72 | 14.91 | 11.52 | 8.57 | 4.4 | |
| Piotroski F-Score | 8 | 7 | 5 | 6 | 5 | 6/9 | |
| Beneish M-Score | -2.37 | -2.37 | -2.32 | -2.63 | -1.97 | -2.20 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 4.4 | Safe (>2.99) | Safe |
| Income quality | 6.71 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.20 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.73 |
| Interest burden | 1.02 |
| Operating margin | 2.8% |
| Asset turnover | 0.34× |
| Financial leverage | 1.25× |
| = ROE | 1% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.96 |
| Earnings stability | 0.51 |
| Earnings persistence | 0.88 |
| Revenue CAGR 3y | 15.3% |
| EPS CAGR 3y | -42.1% |
| FCF CAGR 3y | -15.3% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| JLL | $14.1B | 14.3 | 14% | 3.1% | +11.2% | 9/9 | +2.5% |
| COMP | $6.9B | 85.0 | 4% | 2.1% | +67.8% | 6/9 | +24.9% |
| BPYPN | $6.7B | -22.7 | -3% | -1.2% | -9.5% | 3/9 | +5.8% |
| FSV | $6.2B | 38.8 | 13% | 3.1% | +2.8% | 5/9 | -25.8% |
| CIGI | $4.5B | 41.8 | 7% | 1.8% | +16.7% | 6/9 | — |
| CBRE | $38.5B | 30.3 | 16% | 1.8% | +14.5% | 7/9 | — |
| IHS | $2.9B | 20.6 | -63% | -2.1% | -10.3% | 7/9 | — |
| CWK | $2.7B | 38.7 | 4% | 1.9% | +11.0% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $3.75B | $3.78B / $3.72B | $1.37 | $1.39 / $1.35 | 4 |
| FY2027 | $4.16B | $4.22B / $4.12B | $1.72 | $1.93 / $1.45 | 4 |
| FY2028 | $4.62B | $4.80B / $4.44B | $2.19 | $2.36 / $2.02 | 2 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Quarter | $36.67 | +13.5% | 6 |
| Last Year | $53.66 | +66.1% | 29 |
| All Time | $71.22 | +120.4% | 49 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $28.72 | +3.59 | +12.50% | Above |
| SMA 50 | $30.30 | +2.01 | +6.63% | Above |
| SMA 200 | $38.24 | -5.93 | -15.51% | Below |
| EMA 9 | $30.23 | +2.08 | +6.88% | Above |
| EMA 21 | $29.57 | +2.74 | +9.27% | Above |
| EMA 50 | $29.91 | +2.40 | +8.02% | Above |
| EMA 200 | $39.53 | -7.22 | -18.26% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $31.65 / $32.84 / $33.69 | S1 / S2 | $30.80 / $29.61 |
| Bollinger (20,2) | $25.72 – $31.73 | Squeeze | Off |
| 52-wk range | $25.89 – $79.08 | Off 52-wk high | -59.1% |
| ATR (14) | $1.13 (3.5%) | Historical vol | 42.5% |
| Computed from live weekly prices | CSGP | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.92% | 1.83% |
| Best / worst week (1y) | +10.6% / -19.7% | — |
| Max drawdown (5y, monthly) | -72.0% | — |
| 1-week VaR (95%) | -10.7% | — |
| Beta (5y) | 0.75 | 1.00 |
| Reading | CSGP | Real Estate - Services n=491 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +21.1 | -23.4 | -28.0 | -20.5 |
| Trend | +23.9 | -28.7 | -37.3 | -21.3 |
| Momentum | +70.9 | -16.8 | -17.0 | -15.8 |
| Volume | +51.1 | -13.0 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Andrew C. Florance Founder and Chief Executi | $36.4M | 86% equity+incentive |
| Frank A. Simuro Chief Technology Officer | $10.3M | 84% equity+incentive |
| Frederick G. Saint President, Marketplaces | $8.2M | 82% equity+incentive |
| Christian M. Lown Chief Financial Officer | $8.0M | 83% equity+incentive |
| Lisa C. Ruggles Senior Vice President, Globa | $5.8M | 81% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 45 |
| Social | 48 |
| Governance | 63 |
| Composite ESG | 52 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-21 | Regulation FD; Exhibits | 7.01,9.01 |
| 2026-07-28 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-07-13 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-06-25 | Officer/Director Change; Shareholder Vote; Regulation FD; Exhibits | 5.02,5.07,7.01,9.01 |
| 2026-05-29 | Material Agreement; Regulation FD; Exhibits | 1.01,7.01,9.01 |
| 2026-04-28 | Earnings Release; Regulation FD; Exhibits | 2.02,7.01,9.01 |
| 2026-03-16 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01 |
| 2026-02-24 | Results of Operations and Financial Condition; Regulation FD Disclosur | 2.02,7.01,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-27 to 2026-07-28 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 109 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-23 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-03-26 to 2026-08-14 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.