A low PEG can look precise while hiding stale or mismatched growth assumptions. This guide shows how to check the formula, revisions, and business evidence before relying on the screen.
PEG Ratio: Why a Low Number Can Still Mislead You Read More »
Understand zero and negative book equity, apply a three-regime E/A classifier to one filing, and inspect cash flow and debt service before interpreting a leverage rank.
Negative Book Equity: When Debt-to-Equity Stops Comparing Cleanly Read More »
The debt-to-equity ratio stops being a comparison tool once shareholders’ equity crosses zero. A three-regime ladder replaces the single-scale reflex.
Debt-to-Equity Ratio: When It Works, Misleads, or Breaks Read More »
Calculate ROE, then check the equity base, leverage, sector benchmark, and earnings quality. A high ratio can come from a shrinking denominator rather than stronger business performance.
Return on Equity: 4 Checks Before You Trust a High ROE Read More »
Reported P/E can mislead when excess cash, unusual earnings, or capital structure distort the comparison. Use the cash-adjusted P/E calculator to test the adjustment, then compare the result with the right valuation multiple.
Adjusted P/E Ratio: When Reported P/E Misleads Read More »
Accrual accounting lets profitable companies hide cash deterioration. Adding one cash flow ratio to screening raises failure prediction from 76.7% to 82.9% — a blind spot that compounds to $264,728 over 30 years. Run the 4-step diagnostic in 18 minutes.
Cash Flow Statement Analysis: How to Read Profit vs. Cash Read More »
SG&A rises 0.55% per 1% sales increase — but falls only 0.35% per 1% decrease. The 0.20pp asymmetry compounds one revenue miss into a $100,340 gap over 30 years. Five signals catch it before the headline resolves.
Income Statement Analysis: 5 Checks Before You Trust Revenue Growth Read More »
Revenue growth screened without accrual quality carries an 18.0% repricing risk across 108,617 firm-year observations. A single repricing event on an $80,000 position compounds to $109,616 over 30 years. Five signals from one 10-K close the gap in under 10 minutes.
Revenue Growth Quality: How to Tell If Sales Are Turning Into Cash Read More »
Choose the Altman model for the company, prepare consistent filing inputs, and use a worked example to interpret bankruptcy risk without treating the score as odds.
Altman Z-Score Calculator: Choose the Right Model for Bankruptcy Risk Read More »
Monthly calendar rebalancing costs $68,195 more than a 5% threshold strategy over 30 years. One account setting drives the entire gap.
Portfolio Rebalancing Strategy: Calendar, Threshold, or Hybrid? Read More »
