Scoreboard 2026-Q2: quality-grower signal 4/5 (of 5), caught by margin_trend, yoy_growth, margin_level, durability. Realized return since 2019: 41.5%+124%. Reversal risk: growth rolling over. This is a dated, point-in-time record; every number below recomputes from SEC filings.
| Factor | Reading |
|---|---|
| Gross margin trend | not enough quarters with gross-margin data (2 found, need >= 4) |
| YoY revenue growth | latest quarter YoY revenue growth +10.7% (end 2026-06) |
| Margin level | last-4-quarter average gross margin 76.7% (high-margin threshold 40%) |
| Growth durability | grew revenue in 7 of the last 8 quarters (88%; durable-grower threshold 75%) |
| Margin stability | not enough margin data |
| SG&A intensity | SG&A is 2.2% of revenue (last 4 qtrs) vs 2.2% before (+0.1 pp; rising = defending a weakening moat) |
Operating margin: REVERSAL. Ran since flag: +124%. vs 5y high: -18%. Outcome: flagged & ran. Source: SEC EDGAR company facts and filings. Not investment advice; past performance does not predict future results.