Company research you can check
Screen every US-listed filer on revenue, margin and leverage, then work through one company’s filings, operating results, valuation, peer set, and a simplified LBO case. Calculated figures show the source or assumption behind them.
Or start with one of these
- AAPLAppleLarge and cash-generative. Shows how the screen weighs operating quality against a high entry price.
- HDHome DepotSteady margins and tight working capital to read across the cycle.
- DEDeereA cyclical industrial with a financing arm, so the statements need more care.
Or screen every US-listed filer by revenue, margin and leverageFigures taken from each company’s own SEC filings. Set a revenue band, a margin floor, a net debt / EBITDA range and a sector, then send the shortlist as a link.
Find companies, not just research one
The deal screen filters every US-listed filer on figures taken from their own SEC filings. Set a revenue band, a margin floor, a leverage range, narrow by sector, then open any company straight into the workspace. Every screen is a link you can send.
EBITDA is calculated as operating income plus depreciation and amortisation. Where a company does not report D&A separately it is left blank, because filling it in would be a guess.
Revenue $3m to $20m · positive EBITDA
running the screen
A quick look at Apple
loading live figures
I built this tool because I wanted a quicker way to move from a filing to a first-pass investment view without losing track of where each number came from. The output is meant to be questioned, adjusted, and checked.
How the work goes
From a filing to a first view, in three passes
- 01
Understand the business
Read the description, the filings, market data, and the operating history.
- 02
Test the economics
Inspect the KPIs, the filed statements, valuation, and the peer set.
- 03
Form a first view
Adjust the LBO assumptions, read the screening score, and produce a sourced memo.
What this is
It does
- Organises public filing and market data
- Calculates screening metrics that show their formula
- Lets you edit the key assumptions
- Produces a structured first-pass memo
It does not
- Replace full investment due diligence
- Verify management guidance
- Model every transaction detail
- Provide investment advice
Sources and formulas are documented in the methodology. What has changed, and when, is in the changelog.