Reading STWD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track STWD free→Reading STWD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track STWD free→QuarterlyIQ Insights · STWD
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 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 2.37x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 54% for the rest of the cohort, n=3541).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
3 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=3774).
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 $0.44 → $0.42 (-4.2% / 30d). 0 raised, 4 cut, 8 covering analysts.
1 upgrade, 0 downgrades / 30d, 0 maintained. 78% of analysts rate Buy.
1 PT revisions / 30d. Avg target 19.0% above current price.
1 positive, 1 negative / 30d. See F4 management tile for the event list.
via XLF
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.