The Rulebook

Our rating engine runs over 100 checks on every standardized filing. Here are the core financial rules that drive the bulk of the "Quality Score."

Note: Rules adapt dynamically based on the company's sector (e.g., Biotech rules differ significantly from Retail).
Revenue Growth YoY
High Impact

Measures raw top-line expansion compared to the same quarter last year.

Benchmarks:
Tech/Fintech: >30% (Bullish), <0% (Bearish)
Industrial: >10% (Bullish), <0% (Bearish)
Shares Dilution
High Impact

Tracks whether existing shareholders are being diluted by new issuance or rewarded with buybacks.

Score:
Buybacks (-shares): Positive impact
Dilution >5%: Negative impact
Dilution >15%: Severe penalty
FCF Margin
High Impact

Free Cash Flow as a percentage of Revenue. The ultimate truth of profitability.

Tech Benchmarks:
>20%: Elite Cash Generator
<-20%: Cash Burner
Gross Margin
Medium Impact

Measures the core markup on products/services sold. Adjusts heavily by sector.

Targets:
Software: >75%
Retail: >35%
Hardware: >45%
Cash Runway
Critical (Biotech)

For unprofitable companies (especially Biotech), how many years can they survive at current burn rates?

>3 Years: Safe
<1 Year: High Risk (Dilution imminent)
Operating Leverage
Medium Impact

Are operating expenses growing slower than revenue? This indicates scalability.

Checks if OpEx/Revenue ratio is declining sequentially over 3 quarters.
Price / Sales
Valuation

Valuation check relative to revenue. Adjusted for growth rate (fast growers 'earn' higher multiples).

Tech: >18x is expensive, <6x is cheap
General: >5x is expensive
Price / Earnings
Valuation

Valuation check relative to net income.

<20x: Reasonable
>50x: Expensive (unless hyper-growth)
Working Capital Efficiency
Bonus

Analyzes Cash Conversion Cycle (CCC). How fast does the company turn inventory/spend into cash?

Lower CCC days = Higher Score.
Capital Return
Bonus

Rewards companies that return >20% of their Free Cash Flow to shareholders via dividends or buybacks.

Plus 90+ other signals including Auditor status, Debt Covenants, Insider Trading patterns, and more.

See the Rules in Action (Screener)