EquBot AI Analytics: Global Equities

Opportunity Score and Price Prediction On Over
16,000 Global Companies

Each day, 74 signals are processed from millions of regulatory filings, articles, press releases, social media posts, etc. for each of the 16,000 companies in the universe. Opportunity Score is the aggregate score of these three scores: 1) Financial Health 2) News and Information 3) Management

Investment Process Deep Learning Models

3 Deep Learning Models are trained for each company in the index universe to turn
data into investment insight each day.

16,000 Companies x 3 Models Per Company =
48,000 Company Specific Deep Learning Models Running Continuously

Investment Process Data Sources

Financial Health Score:
Evaluates each company’s fundamentals
  1. Sales/Revenue
  2. COGS
  3. R&D Expense
  4. SG&A Expense
  5. Depreciation & Amortization
  6. Interest Expense
  7. Non-Operating Income/Loss
  8. Income Taxes
  9. Minority Interest in Earnings
  10. Other Income (Loss)
  11. Ext. Items & Disc. Ops.
  12. Preferred Dividends
  13. Operating Cash and Market Sec.
  14. Receivables
  15. Inventories
  16. Other Current Assets
  17. PP&E (Net)
  18. Investments
  19. Intangibles
  20. Other Assets
  21. Current Debt
  22. Accounts Payable
  23. Income Taxes Payable
  24. Other Current Liabilities
  25. Long-Term Debt
  26. Other Liabilities
  27. Deferred Taxes
  28. Minority Interest
  29. Preferred Stock
  30. Paid in Common Capital (Net)
  31. Retained Earnings
  32. Common Dividends
  33. EBITDA
  34. EPS
News and Information Score:
Measures each company’s market sentiment, economic and geopolitical risks
  1. Analyst Forecast on Earning (EPS)
  2. Analyst Growth forecast
  3. Last Trading Prices
  4. Trading Volume (Adj, Close) )
  5. RSI
  6. 52 Week High
  7. 52 Week Low
  8. Open Price
  9. News Sentiment
  10. Headline Frequency
  11. Social Med Sentiment
  12. Media Engagement
  13. Legal Involvement
  14. Production loss
  15. Earnings Revision
  16. Crisis Response
  17. Regulatory Changes
  18. Natural Disaster
  19. Customer sentiment
  20. New Products
  21. Strategic Partnership
  22. M&A Detail
  23. Correlated Company Sentiment
Management Score:
Assesses each company’s strength and thought leadership
  1. Compensation
  2. Net Sales Growth
  3. Expense Growth
  4. Geo Expansion
  5. Profit Growth
  6. ROA
  7. Credit Rating
  8. Earnings Surprise
  9. ROE
  10. Community Engagement
  11. Product Launch
  12. Headcount Growth
  13. ESG
  14. Innovation spend
  15. Customer Satisfaction
  16. Customer LTV
  17. Leadership Influence

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