| Profitability | 59/100 |
| Growth | 54/100 |
| Momentum | 73/100 |
| Quality | 80/100 |
| Earnings Quality | 71/100 |
| Balance Sheet | 87/100 |
| Value | 42/100 |
| Risk (safety) | 100/100 |
| Overall | 64.6/100 |
| Symbol | IS Score |
|---|---|
| JBHT | 65 |
| FDXF | 22 |
| CHRW | 56 |
| FDX | 54 |
| UPS | 44 |
| LSTR | 51 |
| EXPD | 65 |
Both readings sit above the midpoint — business quality at 65 and price structure at 85 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 75 and holds two consecutive quarters | now 64.6 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 70 → 63 → 63 → 65 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 959 → now 959 | 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 | 959 | 127.1M | $20.3B | 96.1% | |
| 2026 Q1 | 913 | 127.5M | $17.9B | 96.4% | |
| 2025 Q4 | 891 | 132.3M | $19.2B | 100.1% | ex-outlier 87.5% |
| 2025 Q3 | 820 | 134.2M | $16.2B | 101.5% | ex-outlier 88.8% |
| 2025 Q2 | 810 | 131.8M | $14.8B | 99.7% | |
| 2025 Q1 | 843 | 133.2M | $15.1B | 100.8% | |
| 2024 Q4 | 828 | 132.2M | $13.7B | 100.0% | |
| 2024 Q3 | 824 | 129.6M | $15.8B | 98.0% | |
| 2024 Q2 | 814 | 129.2M | $15.2B | 97.7% | |
| 2024 Q1 | 811 | 136.4M | $15.7B | 103.2% | |
| 2023 Q4 | 826 | 135.6M | $16.4B | 102.5% | |
| 2023 Q3 | 774 | 140.4M | $15.3B | 106.2% |
Why 2025-12 reads 100.06%. Institutions cannot hold more of a company than exists. The reported 132.3M shares exceed the 132.2M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 16,593,554 shares against 16,713,857 the prior quarter, a 1x jump, which alone would be 12.5% of the company. Excluding that filing, ownership is 87.5%. 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.
Why 2025-09 reads 101.48%. Institutions cannot hold more of a company than exists. The reported 134.2M shares exceed the 132.2M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 16,713,857 shares against 16,871,426 the prior quarter, a 1x jump, which alone would be 12.6% of the company. Excluding that filing, ownership is 88.8%. 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 |
|---|---|---|---|---|---|---|
| Gulyas Diane H. | director | 2026-08-06 | GIFT | 1,400 | $0.25M | 23,141 |
| Bell Blake R | President Global Business Dev | 2026-06-15 | A-Award | 15 | — | 84 |
| Bell Blake R | President Global Business Dev | 2026-06-15 | A-Award | 31 | — | 105 |
| Bell Blake R | President Global Business Dev | 2026-06-15 | A-Award | 23 | — | 23 |
| Hackett David A | Senior VP - CFO | 2026-06-15 | A-Award | 1 | — | 4 |
| Hackett David A | Senior VP - CFO | 2026-06-15 | A-Award | 2 | — | 6 |
| Hackett David A | Senior VP - CFO | 2026-06-15 | A-Award | 24 | — | 24 |
| Dickerman Jeffrey F | Senior VP/Gen Counsel/Corp Sec | 2026-06-15 | A-Award | 4 | — | 22 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 16,451 | $2.4M | Counted |
| M — Exercises (paired A/D) | 42 | 35,981 | — | None — mechanics |
| F — Tax withholding | 25 | 27,910 | $4.0M | None — compensation |
| G — Gifts | 2 | 2,612 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-02-27 | Bell Blake R | 10,351 | $1.5M |
| 2026-02-27 | Wall Daniel R | 6,100 | $0.9M |
| 2025-11-07 | Emmert Mark A | 5,400 | $0.7M |
| 2025-11-05 | Dickerman Jeffrey F | 1,500 | $0.2M |
| Trailing 12 mo | 6 filings | 38,191 | $5M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.53% | 10.0M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2025-04-24 | SCHEDULE 13G/A | BlackRock, Inc. | 8.80% | 12.1M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-05-01 | 2026-06-11 |
| Kathy Manning | House | BUY | $1,001 - $15,000 | 2024-07-02 | 2024-08-16 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2023-10-31 | 2023-11-08 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-20 |
| Manager | Shares | Value |
|---|---|---|
| Assenagon Asset Management S.A. | 166,811 | $31M |
| Wealth Enhancement Advisory Servic | 160,292 | $29M |
| Douglas Lane & Associates, Llc | 144,877 | $27M |
| Confluence Investment Management L | 126,831 | $23M |
| Ghp Investment Advisors, Inc. | 110,762 | $20M |
| Atria Investments, Inc | 40,796 | $8M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $761M |
| VSMPX | 0.0% | $761M |
| VTSAX | 0.0% | $761M |
| VTI | 0.0% | $761M |
| VFFSX | 0.0% | $630M |
| VOO | 0.0% | $630M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 1.9M | 38 sh |
| Ubsa Ubs Ats | 1.7M | 48 sh |
| Sgmt Sigma X2 | 1.2M | 35 sh |
| Mlix Instinct X | 0.9M | 53 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.9M | 29 sh |
| Mspl Ms Pool (Ats-4) | 0.8M | 148 sh |
| Region | Revenue | Share |
|---|---|---|
| United States | $3.6B | 32% |
| North Asia | $2.7B | 25% |
| Europe | $2.5B | 22% |
| South Asia | $1.6B | 14% |
| Other North America Member | $471M | 4% |
| Latin America | $262M | 2% |
Moat score 60/100 — Narrow; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Daniel R. Wall | Chief Executive Officer, President & Director |
| Blake R. Bell | Senior Vice President of Professional Services |
| Kelly K. Blacker | President of Global Geographies |
| Rober A. Martinez | President of Global Products |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +72.4% | +3.3% | -45.5% | +14.0% | +4.4% |
| Gross profit | +86.2% | +0.3% | -42.6% | +8.3% | +25.6% |
| Operating income | +103.0% | -4.4% | -48.5% | +10.8% | +1.1% |
| Net income | +103.3% | -4.1% | -44.5% | +7.6% | +0.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 16.5 | 17.1 | 9.3 | 10.6 | 11.1 | |
| Cost of revenue | 14.4 | 14.9 | 8.1 | 9.3 | 9.4 | |
| Gross profit | 2.2 | 2.2 | 1.2 | 1.3 | 1.7 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 1.9 | 1.8 | 0.9 | 1.0 | 1.1 | |
| EBITDA | 2.0 | 1.9 | 1.0 | 1.1 | 1.2 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 1.9 | 1.8 | 1.0 | 1.1 | 1.1 | |
| Income tax | 0.5 | 0.5 | 0.3 | 0.3 | 0.3 | |
| Net income | 1.4 | 1.4 | 0.8 | 0.8 | 0.8 | |
| Diluted EPS ($) | 8.27 | 8.26 | 5.01 | 5.72 | 5.95 | |
| Diluted shares (M) | 171 | 164 | 150 | 142 | 136 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 2.0 | 1.5 | 1.1 | 1.3 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.1 | 1.5 | 2.0 | 2.0 | |
| Total current assets | 4.5 | 3.4 | 3.7 | 3.8 | |
| PP&E (net) | 1.0 | 1.0 | 1.0 | 1.0 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 5.6 | 4.5 | 4.8 | 4.9 | |
| Accounts payable | 1.1 | 0.9 | 1.0 | 1.1 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.1 | |
| Deferred revenue | 0.3 | 0.3 | 0.4 | 0.4 | |
| Total current liabilities | 2.1 | 1.7 | 2.1 | 2.1 | |
| Long-term debt | 0.0 | 0.0 | 0.0 | 0.5 | |
| Total liabilities | 2.5 | 2.1 | 2.5 | 2.5 | |
| Shareholders' equity | 3.1 | 2.4 | 2.2 | 2.4 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.4 | 0.8 | 0.8 | 0.8 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.1 | |
| Working capital change | 0.7 | 0.2 | (0.2) | 0.1 | |
| Operating cash flow | 2.1 | 1.1 | 0.7 | 1.0 | |
| Capital expenditures | (0.1) | (0.0) | (0.0) | (0.1) | |
| Investing cash flow | (0.1) | (0.0) | (0.0) | (0.0) | |
| Buybacks | (1.6) | (1.4) | (0.9) | (0.7) | |
| Dividends paid | (0.2) | (0.2) | (0.2) | (0.2) | |
| Debt issuance / (repay) | 0.1 | (0.0) | (0.0) | (0.0) | |
| Financing cash flow | (1.7) | (1.5) | (1.0) | (0.8) | |
| Free cash flow | 2.0 | 1.0 | 0.7 | 1.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 46.0% | 41.1% | 27.4% | 35.1% | 35.4% | 41% | |
| ROA | 22.6% | 20.6% | 14.9% | 17.5% | 16.8% | 17.9% | |
| ROIC | 63.0% | 84.8% | 49.5% | 47.0% | 37.7% | 33.1% | |
| Gross margin | 13.1% | 12.7% | 13.4% | 12.7% | 15.3% | 23.9% | |
| Operating margin | 11.6% | 10.7% | 10.1% | 9.8% | 9.5% | 9.8% | |
| Net margin | 8.6% | 8.0% | 8.1% | 7.6% | 7.4% | 7.6% | |
| EBITDA margin | 12.0% | 11.0% | 10.8% | 10.4% | 10.4% | 10.5% | |
| FCF margin | 5.0% | 12.0% | 10.9% | 6.4% | 8.6% | — | |
| VALUATION | |||||||
| P/E | 15.40 | 11.71 | 24.06 | 18.91 | 24.74 | 28.4 | |
| P/B | 6.24 | 5.11 | 7.58 | 6.89 | 8.52 | 12.2 | |
| P/S | 1.32 | 0.93 | 1.95 | 1.45 | 1.81 | 2.12 | |
| P/FCF | 26.19 | 7.78 | 17.87 | 22.43 | 21.04 | 27.6 | |
| EV/EBITDA | 10.47 | 7.42 | 16.71 | 13.37 | 17.34 | 19.9 | |
| EV/Revenue | 1.24 | 0.84 | 1.84 | 1.39 | 1.79 | 2.1 | |
| Earnings yield | 6.5% | 8.5% | 4.2% | 5.3% | 4.0% | 3.55% | |
| FCF yield | 3.8% | 12.9% | 5.6% | 4.5% | 4.8% | 3.63% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.78 | 2.20 | 2.02 | 1.77 | 1.81 | 1.57 | |
| Quick ratio | 1.78 | 2.20 | 2.02 | 1.77 | 1.81 | 1.57 | |
| Debt / equity | 0.13 | 0.17 | 0.22 | 0.26 | 0.44 | 0.27 | |
| Debt / assets | 6.1% | 9.3% | 11.7% | 12.0% | 21.1% | 11.0% | |
| Net debt / EBITDA | -0.64 | -0.78 | -0.96 | -0.53 | -0.25 | -0.37 | |
| Interest coverage | — | 80.79 | 444.12 | — | — | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 2.64 | 2.59 | 1.84 | 2.29 | 2.29 | 2.34 | |
| Receivables turnover | 5.69 | 5.77 | 5.11 | 6.01 | 5.51 | 4.6 | |
| DSO (days) | 64 | 63 | 71 | 61 | 66 | 80 | |
| DPO (days) | 40 | 38 | 45 | 37 | 42 | 59 | |
| Cash conversion cycle | 24 | 25 | 27 | 23 | 24 | 21 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 68.1% | 3.3% | -45.5% | 14.0% | 4.4% | — | |
| Net income growth | 103.3% | -4.1% | -44.5% | 7.6% | 0.1% | — | |
| EPS growth | 105.0% | 3.0% | -39.7% | 12.1% | 4.1% | — | |
| FCF growth | 37.0% | 145.4% | -50.4% | -32.6% | 39.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 8.31 | 8.56 | 5.16 | 5.79 | 6.02 | 6.95 | |
| Book value / share | 20.52 | 19.62 | 16.38 | 15.88 | 17.50 | 16.04 | |
| Revenue / share | 97.03 | 107.68 | 63.75 | 75.72 | 82.22 | 91.02 | |
| FCF / share | 4.89 | 12.89 | 6.95 | 4.88 | 7.08 | 6.99 | |
| Cash / share | 10.15 | 12.83 | 10.37 | 8.20 | 9.76 | 7.80 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.4% | 10.0% | 7.7% | 5.6% | 3.3% | 4.17% | |
| Altman Z-Score | 7.30 | 9.37 | 9.11 | 7.71 | 8.88 | 9.2 | |
| Piotroski F-Score | 7 | 7 | 4 | 6 | 7 | 7/9 | |
| Beneish M-Score | -1.45 | -3.06 | -2.84 | -2.16 | -2.59 | -11.09 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 9.2 | Safe (>2.99) | Safe |
| Income quality | 1.06 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -11.09 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.75 |
| Interest burden | 1.02 |
| Operating margin | 10.0% |
| Asset turnover | 2.43× |
| Financial leverage | 2.30× |
| = ROE | 43% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.07 |
| Earnings stability | 0.26 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | -1.6% |
| EPS CAGR 3y | -0.2% |
| FCF CAGR 3y | -20.0% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| JBHT | $21.5B | 32.1 | 18% | 5.2% | +5.3% | 8/9 | +35.3% |
| FDXF | $16.9B | 29.3 | -32% | 6.4% | — | 2/9 | -25.0% |
| CHRW | $16.3B | 26.3 | 37% | 3.8% | -0.1% | 7/9 | +11.2% |
| FDX | $69.5B | 16.0 | 15% | 6.4% | +7.7% | 6/9 | +55.9% |
| UPS | $73.1B | 18.1 | 30% | 2.6% | -0.3% | 4/9 | — |
| LSTR | $5.8B | 44.5 | 15% | 3.4% | +3.8% | 6/9 | — |
| GXO | $5.4B | 41.2 | 4% | 0.7% | +7.6% | 7/9 | — |
| ATI | $25.3B | 53.2 | 26% | 12.0% | +8.6% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $13.30B | $13.76B / $12.64B | $7.92 | $8.15 / $7.49 | 12 |
| FY2027 | $13.32B | $14.38B / $12.53B | $8.15 | $9.24 / $7.25 | 12 |
| FY2028 | $13.56B | $14.50B / $12.37B | $8.49 | $9.41 / $7.49 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $191.00 | -2.5% | 5 |
| Last Quarter | $189.38 | -3.3% | 8 |
| Last Year | $161.56 | -17.5% | 25 |
| All Time | $152.76 | -22.0% | 38 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $191.18 | +4.73 | +2.47% | Above |
| SMA 50 | $189.04 | +6.87 | +3.63% | Above |
| SMA 200 | $164.83 | +31.08 | +18.86% | Above |
| EMA 9 | $194.63 | +1.28 | +0.66% | Above |
| EMA 21 | $192.26 | +3.65 | +1.90% | Above |
| EMA 50 | $187.65 | +8.26 | +4.40% | Above |
| EMA 200 | $166.93 | +28.98 | +17.36% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $197.44 / $200.31 / $201.99 | S1 / S2 | $195.76 / $192.89 |
| Bollinger (20,2) | $183.28 – $199.07 | Squeeze | Off |
| 52-wk range | $116.23 – $200.52 | Off 52-wk high | -2.3% |
| ATR (14) | $4.05 (2.1%) | Historical vol | 22.4% |
| Computed from live weekly prices | EXPD | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 3.26% | 1.83% |
| Best / worst week (1y) | +11.9% / -6.9% | — |
| Max drawdown (5y, monthly) | -30.3% | — |
| 1-week VaR (95%) | -4.0% | — |
| Beta (5y) | 1.06 | 1.00 |
| Reading | EXPD | Integrated Freight & Logistics n=311 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +17.4 | -18.8 | -24.1 | -20.5 |
| Trend | +43.3 | -23.3 | -26.2 | -21.3 |
| Momentum | +34.3 | -9.7 | -24.5 | -15.8 |
| Volume | +40.0 | +2.0 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| James L.K. Wang President-Asia Pacific | $5.3M | 79% equity+incentive |
| Jeffrey S. Musser President and Chief Execut | $5.1M | 69% equity+incentive |
| R. Jordan Gates President and Chief Operatin | $4.9M | 77% equity+incentive |
| Philip M. Coughlin President-Global Geograph | $4.1M | 72% equity+incentive |
| Bradley S. Powell Senior Vice President and | $3.8M | 78% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 61 |
| Social | 55 |
| Governance | 66 |
| Composite ESG | 61 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-16 | Officer/Director Change | 5.02 |
| 2026-08-11 | Regulation FD | 7.01 |
| 2026-08-04 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-20 | Regulation FD | 7.01 |
| 2026-05-06 | Shareholder Vote | 5.07 |
| 2026-05-05 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-05 | Other Events; Exhibits | 8.01,9.01 |
| 2026-03-23 | Regulation FD | 7.01 |
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 · 2020-11-03 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-15 to 2026-08-06 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2025-04-24 to 2026-04-29 |
| 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.