| Profitability | 72/100 |
| Growth | 42/100 |
| Momentum | 67/100 |
| Quality | 80/100 |
| Earnings Quality | 68/100 |
| Balance Sheet | 94/100 |
| Value | 62/100 |
| Risk (safety) | 100/100 |
| Overall | 65.1/100 |
| Symbol | IS Score |
|---|---|
| RBC | 73 |
| LECO | 65 |
| SWK | 59 |
| TTC | 67 |
| TKR | 52 |
| KMT | 55 |
| SNA | 65 |
Both readings sit above the midpoint — business quality at 65 and price structure at 51 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 65.1 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 65 → 62 → 65 → 65 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,074 → now 1,074 | 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 | 1,074 | 51.8M | $20.4B | 100.0% | ex-outlier 91.8% |
| 2026 Q1 | 1,051 | 48.8M | $17.4B | 94.3% | |
| 2025 Q4 | 1,014 | 48.3M | $16.3B | 93.2% | |
| 2025 Q3 | 956 | 47.3M | $16.1B | 91.3% | |
| 2025 Q2 | 949 | 49.9M | $14.8B | 96.3% | |
| 2025 Q1 | 970 | 49.2M | $16.2B | 94.9% | |
| 2024 Q4 | 950 | 48.0M | $16.0B | 92.7% | |
| 2024 Q3 | 893 | 47.5M | $13.5B | 91.7% | |
| 2024 Q2 | 871 | 46.8M | $12.1B | 90.3% | |
| 2024 Q1 | 874 | 46.3M | $13.5B | 89.4% | |
| 2023 Q4 | 864 | 45.6M | $13.1B | 88.1% | |
| 2023 Q3 | 813 | 45.6M | $11.5B | 88.0% |
Why 2026-06 reads 100.05%. Institutions cannot hold more of a company than exists. The reported 51.8M shares exceed the 51.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 4,262,831 shares against 4,155,450 the prior quarter, a 1x jump, which alone would be 8.2% of the company. Excluding that filing, ownership is 91.8%. 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 |
|---|---|---|---|---|---|---|
| Adams David Charles | director | 2026-08-31 | GIFT | 1,732 | — | 613 |
| Adams David Charles | director | 2026-08-31 | GIFT | 1,732 | — | 7,586 |
| Ozolins Marty V. | Vice President & Controller | 2026-08-26 | EXERCISE | 800 | $0.13M | 2,326 |
| Ozolins Marty V. | Vice President & Controller | 2026-08-26 | SELL | 800 | $0.32M | 1,526 |
| Ozolins Marty V. | Vice President & Controller | 2026-08-26 | EXERCISE | 800 | $0.13M | 0 |
| Pinchuk Nicholas T | director, Chairman, President and CEO | 2026-08-18 | EXERCISE | 33,750 | $5.69M | 890,668 |
| Pinchuk Nicholas T | director, Chairman, President and CEO | 2026-08-18 | SELL | 600 | $0.24M | 890,068 |
| Pinchuk Nicholas T | director, Chairman, President and CEO | 2026-08-18 | SELL | 7,475 | $2.98M | 882,593 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 38 | 83,445 | $32.8M | Counted |
| M — Exercises (paired A/D) | 14 | 107,578 | $18.2M | None — mechanics |
| G — Gifts | 1 | 1,732 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-26 | Martins Ozolins | 800 | $0.3M |
| 2026-08-13 | Aldo Pagliari | 5,531 | $2.3M |
| 2026-08-11 | June C Lemerand | 4,352 | $1.8M |
| 2026-08-06 | Iain Boyd | 1,878 | $0.8M |
| Trailing 12 mo | 22 filings | 139,864 | $52M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-27 | SCHEDULE 13G | The Charger Corporation | 5.17% | 2.7M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.13% | 2.7M sh |
| 2026-03-27 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| Jared Moskowitz | House | SELL | $1,001 - $15,000 | 2024-07-05 | 2024-08-19 |
| Jared Moskowitz | House | BUY | $1,001 - $15,000 | 2024-07-01 | 2024-08-06 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-03-30 | 2022-04-08 |
| Tommy Tuberville | Senate | SELL | $1,001 - $15,000 | 2022-03-30 | 2022-04-07 |
| Manager | Shares | Value |
|---|---|---|
| Hamlin Capital Management, Llc | 468,663 | $170M |
| Confluence Investment Management L | 302,742 | $110M |
| Wealth Enhancement Advisory Servic | 114,463 | $40M |
| Sarasin & Partners Llp | 60,555 | $22M |
| Assenagon Asset Management S.A. | 51,077 | $19M |
| Mcrae Capital Management Inc | 43,298 | $16M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $594M |
| VTI | 0.0% | $594M |
| VTSAX | 0.0% | $594M |
| VSMPX | 0.0% | $594M |
| SCHD | 0.5% | $530M |
| VFIAX | 0.0% | $493M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 0.4M | 18 sh |
| Ubsa Ubs Ats | 0.4M | 22 sh |
| Sgmt Sigma X2 | 0.3M | 17 sh |
| Ebxl Level Ats | 0.2M | 7 sh |
| Mlix Instinct X | 0.2M | 24 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.2M | 10 sh |
| Region | Revenue | Share |
|---|---|---|
| North America | $3.5B | 73% |
| Europe | $826M | 17% |
| Other Geographical Areas | $465M | 10% |
Moat score 37/100 — None; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Nicholas T. Pinchuk | Chairman, Chief Executive Officer & President |
| Thomas J. Ward | Senior Vice President and President of Repair Systems & Information Group |
| Jesus Arregui | Senior Vice President & President of Commercial Group |
| Aldo J. Pagliari | Senior Vice President of Finance & Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +28.1% | +5.2% | +5.5% | +0.0% | +0.9% |
| Gross profit | +36.3% | +2.7% | +7.0% | +1.3% | +0.5% |
| Operating income | +27.1% | +7.8% | +8.5% | +2.7% | -1.3% |
| Net income | +30.9% | +11.1% | +10.9% | +3.2% | -2.6% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.6 | 4.8 | 5.1 | 5.1 | 5.2 | |
| Cost of revenue | 2.2 | 2.4 | 2.5 | 2.5 | 2.5 | |
| Gross profit | 2.4 | 2.4 | 2.6 | 2.7 | 2.7 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | 0.0 | 0.0 | 1.3 | 1.3 | |
| Operating income | 1.1 | 1.2 | 1.3 | 1.3 | 1.3 | |
| EBITDA | 1.2 | 1.3 | 1.5 | 1.5 | 1.5 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Pretax income | 1.1 | 1.2 | 1.3 | 1.4 | 1.3 | |
| Income tax | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | |
| Net income | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | |
| Diluted EPS ($) | 14.92 | 16.82 | 18.76 | 19.51 | 19.19 | |
| Diluted shares (M) | 55 | 54 | 54 | 54 | 53 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.8 | 1.0 | 1.4 | 1.6 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 1.4 | 1.5 | 1.5 | 0.9 | |
| Total current assets | 3.4 | 3.7 | 4.0 | 4.4 | |
| PP&E (net) | 0.6 | 0.6 | 0.6 | 0.6 | |
| Goodwill + intangibles | 1.3 | 1.4 | 1.3 | 1.4 | |
| Total assets | 7.0 | 7.5 | 7.9 | 8.4 | |
| Accounts payable | 0.3 | 0.2 | 0.3 | 0.2 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | |
| Deferred revenue | 0.1 | 0.1 | 0.1 | 0.0 | |
| Total current liabilities | 1.0 | 0.9 | 1.0 | 0.9 | |
| Long-term debt | 1.2 | 1.2 | 1.2 | 1.2 | |
| Total liabilities | 2.5 | 2.5 | 2.5 | 2.5 | |
| Shareholders' equity | 4.5 | 5.1 | 5.4 | 6.0 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.9 | 1.0 | 1.1 | 1.0 | |
| D&A | 0.1 | 0.1 | 0.1 | 0.1 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.4) | (0.1) | (0.1) | (0.2) | |
| Operating cash flow | 0.7 | 1.2 | 1.2 | 1.1 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.1) | |
| Investing cash flow | (0.2) | (0.3) | (0.2) | (0.1) | |
| Buybacks | (0.2) | (0.3) | (0.3) | (0.3) | |
| Dividends paid | (0.3) | (0.4) | (0.4) | (0.5) | |
| Debt issuance / (repay) | 0.0 | (0.0) | (0.0) | 0.0 | |
| Financing cash flow | (0.5) | (0.6) | (0.6) | (0.7) | |
| Free cash flow | 0.6 | 1.1 | 1.1 | 1.0 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 20.5% | 21.0% | 21.2% | 19.9% | 18.0% | 17% | |
| ROA | 12.3% | 13.3% | 13.9% | 13.5% | 12.5% | 12.0% | |
| ROIC | 18.7% | 18.8% | 19.1% | 19.7% | 18.4% | 12.4% | |
| Gross margin | 51.8% | 50.5% | 51.3% | 52.0% | 51.7% | 51.2% | |
| Operating margin | 24.3% | 24.9% | 25.7% | 26.3% | 25.8% | 23.8% | |
| Net margin | 17.8% | 18.8% | 19.8% | 20.4% | 19.7% | 20.4% | |
| EBITDA margin | 27.1% | 27.9% | 28.9% | 29.8% | 28.8% | 29.6% | |
| FCF margin | 21.1% | 13.2% | 22.4% | 22.6% | 19.5% | — | |
| VALUATION | |||||||
| P/E | 12.88 | 12.53 | 14.57 | 16.94 | 18.11 | 18.4 | |
| P/B | 2.53 | 2.55 | 2.91 | 3.28 | 3.10 | 3.1 | |
| P/S | 2.48 | 2.54 | 3.11 | 3.53 | 3.57 | 3.74 | |
| P/FCF | 11.79 | 19.33 | 13.91 | 15.59 | 18.31 | 18.1 | |
| EV/EBITDA | 8.87 | 8.84 | 10.16 | 11.58 | 12.20 | 12.4 | |
| EV/Revenue | 2.60 | 2.66 | 3.17 | 3.52 | 3.51 | 3.7 | |
| Earnings yield | 7.8% | 8.0% | 6.9% | 5.9% | 5.5% | 5.43% | |
| FCF yield | 8.5% | 5.2% | 7.2% | 6.4% | 5.5% | 5.51% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 3.11 | 3.47 | 3.88 | 4.15 | 4.79 | 3.43 | |
| Quick ratio | 2.29 | 2.40 | 2.81 | 3.17 | 3.68 | 2.64 | |
| Debt / equity | 0.30 | 0.28 | 0.25 | 0.24 | 0.22 | 0.21 | |
| Debt / assets | 18.6% | 18.1% | 16.9% | 16.4% | 15.8% | 14.8% | |
| Net debt / EBITDA | 0.38 | 0.38 | 0.19 | -0.04 | -0.20 | -0.24 | |
| Interest coverage | 21.47 | 25.87 | 26.76 | 28.68 | 26.97 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.64 | 0.65 | 0.65 | 0.65 | 0.63 | 0.59 | |
| Receivables turnover | 3.25 | 4.29 | 6.09 | 6.23 | 6.08 | 3.1 | |
| DSO (days) | 112 | 85 | 60 | 59 | 60 | 120 | |
| DPO (days) | 43 | 45 | 40 | 38 | 36 | 39 | |
| Cash conversion cycle | 202 | 186 | 176 | 167 | 168 | 234 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 15.6% | 5.7% | 5.3% | 5.9% | 2.9% | — | |
| Net income growth | 30.9% | 11.1% | 10.9% | 3.2% | -2.6% | — | |
| EPS growth | 31.3% | 11.9% | 11.5% | 3.8% | -1.3% | — | |
| FCF growth | -4.9% | -34.1% | 79.2% | 7.1% | -11.3% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 15.06 | 16.85 | 18.79 | 19.51 | 19.26 | 19.96 | |
| Book value / share | 76.73 | 82.83 | 94.26 | 100.82 | 112.34 | 117.11 | |
| Revenue / share | 78.02 | 83.05 | 87.92 | 93.62 | 97.65 | 97.96 | |
| FCF / share | 16.45 | 10.92 | 19.69 | 21.20 | 19.05 | 20.21 | |
| Cash / share | 14.31 | 14.00 | 18.62 | 25.43 | 30.77 | 31.75 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 4.1% | 1.7% | 2.0% | 1.6% | 0.0% | 0.12% | |
| Altman Z-Score | 5.21 | 5.69 | 6.56 | 7.31 | 7.51 | 7.4 | |
| Piotroski F-Score | 9 | 8 | 8 | 9 | 6 | 6/9 | |
| Beneish M-Score | -2.52 | -2.28 | -2.50 | -2.59 | -2.89 | -2.47 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 7.4 | Safe (>2.99) | Safe |
| Income quality | 69.43 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.47 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.76 |
| Interest burden | 0.96 |
| Operating margin | 27.7% |
| Asset turnover | 0.60× |
| Financial leverage | 1.43× |
| = ROE | 18% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.96 |
| Earnings stability | 0.81 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 3.1% |
| EPS CAGR 3y | 2.9% |
| FCF CAGR 3y | 8.5% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| RBC | $15.8B | 49.0 | 10% | 19.5% | +17.3% | 7/9 | +34.8% |
| LECO | $14.3B | 26.0 | 38% | 13.0% | +9.3% | 8/9 | +10.0% |
| SWK | $14.0B | 22.7 | 7% | 8.9% | +0.6% | 8/9 | +37.8% |
| TTC | $9.5B | 26.8 | 26% | 6.3% | +5.2% | 8/9 | +38.0% |
| TKR | $7.8B | 30.3 | 8% | 2.3% | +5.5% | 7/9 | — |
| KMT | $2.4B | 6.9 | 24% | 30.8% | +19.8% | 6/9 | — |
| EFX | $18.9B | 28.1 | 15% | 10.8% | +10.3% | 6/9 | — |
| LUV | $19.3B | 23.8 | 11% | 2.8% | +9.5% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.75B | $4.76B / $4.74B | $19.11 | $19.21 / $19.04 | 6 |
| FY2026 | $4.91B | $4.97B / $4.88B | $20.20 | $20.40 / $19.84 | 5 |
| FY2026 | $4.89B | $4.95B / $4.86B | $19.93 | $20.32 / $19.52 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $435.00 | +18.4% | 1 |
| Last Quarter | $449.00 | +22.3% | 4 |
| Last Year | $415.08 | +13.0% | 12 |
| All Time | $372.57 | +1.4% | 23 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $366.12 | +1.13 | +0.31% | Above |
| SMA 50 | $380.00 | -12.75 | -3.36% | Below |
| SMA 200 | $379.42 | -12.17 | -3.21% | Below |
| EMA 9 | $364.77 | +2.48 | +0.68% | Above |
| EMA 21 | $367.68 | -0.43 | -0.12% | Below |
| EMA 50 | $376.32 | -9.07 | -2.41% | Below |
| EMA 200 | $374.63 | -7.38 | -1.97% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $366.40 / $368.73 / $371.54 | S1 / S2 | $363.59 / $361.26 |
| Bollinger (20,2) | $358.82 – $373.42 | Squeeze | ON |
| 52-wk range | $318.44 – $420.91 | Off 52-wk high | -12.8% |
| ATR (14) | $5.76 (1.6%) | Historical vol | 12.3% |
| Computed from live weekly prices | SNA | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.07% | 1.83% |
| Best / worst week (1y) | +4.3% / -4.7% | — |
| Max drawdown (5y, monthly) | -41.4% | — |
| 1-week VaR (95%) | -4.0% | — |
| Beta (5y) | 0.71 | 1.00 |
| Reading | SNA | Manufacturing - Tools & Accessories n=150 | Industrials n=9,922 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -18.1 | -18.9 | -24.1 | -20.5 |
| Trend | -48.3 | -25.3 | -26.2 | -21.3 |
| Momentum | +1.2 | -18.4 | -24.5 | -15.8 |
| Volume | +18.7 | +10.6 | -22.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Nicholas T. Pinchuk Chairman, President and | $10.1M | 64% equity+incentive |
| Thomas J. Ward Senior Vice President and Pre | $3.4M | 44% equity+incentive |
| Aldo J. Pagliari Senior Vice President–Finan | $2.9M | 50% equity+incentive |
| Jesus Arregui Senior Vice President and Pres | $2.3M | 49% equity+incentive |
| Timothy L. Chambers Senior Vice President an | $2.3M | 50% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 52 |
| Social | 61 |
| Governance | 65 |
| Composite ESG | 59 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-07-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-01 | Shareholder Vote | 5.07 |
| 2026-04-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-05 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-16 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-07-17 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-04-28 | Submission of Matters to a Vote of Security Holders | 5.07 |
| 2025-04-17 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
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 · 2020-10-22 to 2026-07-23 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-01-03 to 2026-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-18 to 2026-08-31 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2026-03-27 to 2026-07-27 |
| 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.