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