Financial research & data,
generated from public data.
FilingSight publishes periodic, data-driven analysis of US-listed companies using SEC filings, Federal Reserve data, USDA commodity data and market prices.
Live SEC findings
Real signals from real 10-K/10-Q filings, refreshed daily. Tap any to read the full report.
Receivables outpacing revenue: Accounts receivable grew +19.1% YoY vs revenue growth of +6.4%. The +12.6% spread suggests extended credit terms, channel stuffing risk, or collection deterioration. Investigate the allowance for doubtful accounts and DSO trend.
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Inventory buildup exceeds sales growth: Inventory grew +48.9% vs revenue +17.8%. Excess inventory may signal weakening demand, potential write-downs, or supply chain overcommitment. Watch gross margin for discounting impact.
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Inventory buildup exceeds sales growth: Inventory grew +112.3% vs revenue +65.5%. Excess inventory may signal weakening demand, potential write-downs, or supply chain overcommitment. Watch gross margin for discounting impact.
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Inventory buildup exceeds sales growth: Inventory grew +128.2% vs revenue +15.1%. Excess inventory may signal weakening demand, potential write-downs, or supply chain overcommitment. Watch gross margin for discounting impact.
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Free cash flow deteriorating: FCF declined +76.6% YoY (from $32.88B to $7.70B). With OCF at $139.51B and capex at $131.82B, cash generation capacity is weakening — monitor for dividend/buyback sustainability.
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Material weakness in internal controls: The term "material weakness" "internal control" appears in 1 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
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Market context
Mixed / caution. Payrolls softening.
Moderating. Headline CPI +3.3% YoY, core +2.5% YoY; 5Y breakeven 2.27%.
Neutral. VIX 15.19, BAA-10Y credit spread 1.69pp.
Near neutral. Fed funds 3.63%, real rate 1.16%.
Today's macro picks
Tracked companies favored by the current Risk-on · Supportive regime, ranked by analytical score.
Grounded in filings
Every figure traces back to SEC EDGAR — no black boxes, no estimates dressed as fact.
Six analysts, one score
Fundamentals, valuation, technicals, macro, risk and ownership — combined into a weighted analytical score.
Multi-analyst research
Bull vs. bear debate, risk review and macro context for every stock.
What we uncover in SEC filings
Grounded discoveries computed from EDGAR facts — on every company report, free to read.
Goodwill impairment risk
Goodwill as a large share of assets flags balance-sheet fragility.
Going-concern doubt
Auditor doubt about continuing as a going concern — surfaced directly, not buried.
Earnings–cash-flow gap
Net income ahead of operating cash flow — a quality-of-earnings warning.
Margin trend
Gross-margin compression or expansion, measured in percentage points.
Deferred-revenue visibility
Contracted-but-unrecognized revenue — a leading SaaS indicator.
Ownership & activism
13F shifts, 13D activist stakes, and insider Form 4 sentiment.
How FilingSight works
We ingest public data
SEC filings, Federal Reserve series, USDA commodities and market prices refresh on a schedule.
Analysts compute signals
Each analyst scores growth, value, momentum, risk and ownership from the structured data.
Agents analyze, you stay informed
The agent graph debates findings, reviews risk, and explains the macro and fundamental context.
Featured companies
All companies →Latest research notes
All articles →Risk-on · Supportive. 23 Buy / 129 Hold / 30 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 131 Hold / 27 Sell across 182 names. Top conviction: INTU.
Risk-on · Supportive. 24 Buy / 132 Hold / 26 Sell across 182 names. Top conviction: INTU.
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