Scoreboard 2026-Q2: quality-grower signal 4/5 (of 5), caught by margin_trend, yoy_growth, durability, stability. Realized return since 2019: 9.5%+846%. 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 28.7% over the last 3 quarters vs 28.3% over the 3 before that (+0.4 pp) |
| YoY revenue growth | latest quarter YoY revenue growth +15.1% (end 2026-06) |
| Margin level | last-4-quarter average gross margin 28.5% (high-margin threshold 40%) |
| Growth durability | grew revenue in 3 of the last 3 quarters (100%; durable-grower threshold 75%) |
| Margin stability | gross-margin variability 1.7% of the mean over the last 8 quarters (stable threshold 15%; higher = cyclical profile) |
| SG&A intensity | SG&A is 13.3% of revenue (last 4 qtrs) vs 9.0% before (+4.3 pp; rising = defending a weakening moat) |
Operating margin: REVERSAL. Ran since flag: +846%. vs 5y high: -17%. Outcome: flagged & ran. Source: SEC EDGAR company facts and filings. Not investment advice; past performance does not predict future results.