SEC filings · data since 2014
CycleIQ reads the SEC filings of thousands of companies every month and places each one in its own business cycle, recovering, expanding, topping or contracting, measured against its own history rather than its peers. You get the shortlist, the reasoning, and what would change the reading.
Five companies a month, free forever. No card, no trial clock.
See all the reasons why, the cautions against it, and what to watch for next quarter.
See it for free →How it works
Every month we read each 10-Q and 10-K filed with the SEC and quantify the operational fundamentals behind it: how fast sales and earnings are growing, how much of each dollar of sales the business keeps, and how much it costs to run.
Each measure is scored against that company's own history, not a sector average, so a grocer and a software firm are each judged on their own terms.
That lands the company in one of four phases, with the evidence that put it there, the cautions against it, and what would change the reading.
The four phases
A company works its way round from contraction to recovery, expansion and topping, and back again. Where it sits is measured against its own operating history, and the counts are live.
Free this month
At least one company in every phase. Open any of them with a free account: the phase, the full cycle chart, the evidence score and the reasons behind it.
Institutional coverage
Every institution managing $100 million or more files its holdings with the SEC each quarter on Form 13F. CycleIQ reads twelve years of them, from 10,525 institutions, and lines up every buy and sell against the phase the company was in at the time.
Part of the Pro plan.
Tested, and published
Results from a replay of historical data. Past performance is no guarantee of future results.
Against a screener
Screeners are good at what they do, and they are the right tool for valuation. The difference is where the work sits.
Plans
No trial clock. See the whole product in action on the five featured companies for nothing, and upgrade when you want it on the ones you actually own.
Start with this month’s five, free. Upgrade when you want every company you own.
Fundamentals research, not investment advice. CycleIQ does not recommend securities.