Reading SM? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 0 of the last 3 quarter-over-quarter moves. Historically, Energy names rated weak grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=979).
Over the trailing year it converted 16.55x of net income into operating cash flow. Historically, Energy names rated robust grew net income 58% of the time over the next year (vs 35% for the rest of the cohort, n=602).
Most sensitive to the US dollar and the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by M&A activity. Historically, Energy names rated neutral grew net income 45% of the time over the next year (vs 49% for the rest of the cohort, n=329).
Not investment advice. As of 2026-06-12.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.91 → $2.03 (+6.6% / 30d). 5 raised, 4 cut, 14 covering analysts.
1 upgrade, 0 downgrades / 30d, 2 maintained. 57% of analysts rate Buy.
2 PT revisions / 30d. Avg target 26.1% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
via XLE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.