Scoreboard 2026-Q2: quality-grower signal 4/5 (of 5), caught by margin_trend, yoy_growth, durability, stability. Realized return since 2024: 11.7%+129%. 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 (0 found, need >= 4) |
| YoY revenue growth | latest quarter YoY revenue growth +36.7% (end 2026-06) |
| Margin level | no gross-margin data |
| Growth durability | grew revenue in 5 of the last 8 quarters (62%; durable-grower threshold 75%) |
| Margin stability | not enough margin data |
| SG&A intensity | SG&A is 52.8% of revenue (last 4 qtrs) vs 42.5% before (+10.3 pp; rising = defending a weakening moat) |
Operating margin: REVERSAL. Ran since flag: +129%. vs 5y high: -1%. Outcome: flagged & ran. Source: SEC EDGAR company facts and filings. Not investment advice; past performance does not predict future results.