The checklist Warren Buffett-style investors use. Annual numbers for 2025.
1/2Mixed
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-19.2%
PassDebt under half of equityNot relying on borrowed money.No debt reported
Total debt
None
0.00x equity
From annual reports filed with the SEC. Gross margin doesn't apply to banks and insurers, so it isn't scored. Not in this company's SEC data, so not scored: net margin 10%+, profitable every year, free cash flow positive, share count not growing. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026
Share count
-1.4%
vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trend
No trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
This week
0
Normal week
0.1
vs normal
0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+35.0%
Institutions added 35.0% to their holdings. 64 bought, 54 sold. 6 quarters of net buying in a row.
Shares held by institutions30.7M
Sep '24Jun '26
Safety check
From SEC filings
Debt to equityLatest balance sheet: debt compared with what owners have
No debt reported
Shares outstandingLatest reported
59M
Why moderate risk
Losing money, losses are large next to sales
Earnings reports
Last 0
Next reportNot enough history
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.