Scoreboard 2026-Q2: quality-grower signal 5/5 (of 5), caught by margin_trend, yoy_growth, margin_level, durability, stability. Realized return since 2022: -6.7% thin+543%. 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 | gross margin averaged 60.2% over the last 4 quarters vs 63.7% over the 4 before that (-3.6 pp) |
| YoY revenue growth | latest quarter YoY revenue growth +2.7% (end 2026-06) |
| Margin level | last-4-quarter average gross margin 60.2% (high-margin threshold 40%) |
| Growth durability | grew revenue in 7 of the last 8 quarters (88%; durable-grower threshold 75%) |
| Margin stability | gross-margin variability 3.5% of the mean over the last 8 quarters (stable threshold 15%; higher = cyclical profile) |
| SG&A intensity | no SG&A data |
Operating margin: REVERSAL. Ran since flag: +241%. vs 5y high: -20%. Outcome: flagged & ran. Source: SEC EDGAR company facts and filings. Not investment advice; past performance does not predict future results.