Deconstructing a company's performance using data from earnings calls. This score synthesizes dozens of data points into a single, understandable metric of a stock's overall health and potential.
The final score is a weighted average of four distinct sub-scores, each analyzing a critical aspect of the company's performance and outlook.
Measures the strength of recent earnings and revenue performance against expectations.
Assesses core financial strength, profitability, and stability.
Quantifies the qualitative tone of the earnings call using natural language processing.
Evaluates forward-looking guidance from management and analysts.
A closer look at what drives each sub-score—backed by real metrics and sentiment analysis.
A consistent history of beating earnings-per-share (EPS) estimates is a powerful positive signal. This chart shows the percentage by which a company beat or missed analyst expectations over the last four quarters.
Return on Equity (ROE) measures how effectively a company uses shareholder investments to generate profit. Comparing it to the industry average provides crucial context about its competitive strength.
We analyze the tone of the scripted management presentation versus the unscripted Q&A session. A positive tone during the spontaneous Q&A is often a more genuine signal of confidence.
The collective rating from market analysts provides a forward-looking view. A strong "Buy" or "Outperform" rating contributes positively to the outlook score.
Average Analyst Rating
4.1 / 5.0 (Buy)
Dozens of Raw Data Points
(EPS, Revenue, ROE, D/E, Text Analysis, etc.)
Normalized & Scored Factors
(Each factor is scored 1–100 against its peers)
Four Weighted Sub-Scores
(Momentum, Fundamentals, Sentiment, Outlook)
Final Health Score
A strategy of investing in a portfolio of stocks with high health scores (top 10%) shows significant outperformance against the S&P 500 benchmark in historical backtests over a 5-year period.