Every claim in an ABI deliverable should be auditable by a junior analyst in under thirty seconds. That principle drives every design decision in our pipeline – from how we ingest data, to how we score companies, to how we frame outputs as analytical observations rather than investment directives.
Every number in a published memo or company page links back to its origin: an EDGAR XBRL concept and fiscal year, a press release page reference, an earnings-call transcript timestamp. We do not synthesize numbers from prose.
Our published views are asymmetry profiles (Favorable / Neutral / Cautious), probability-weighted fair-value estimates, scenario-trees with explicit weights, and triggers that would shift the view. We do not publish Buy / Sell / Hold ratings.
LLMs handle aggregation, synthesis, and language drafting. A human reviewer with buy-side training inspects every output that goes to a client. We document where AI is used and where humans intervene.
The scorecard you see on every company page is a 0–10 composite built from six factor pillars. Each pillar is scored independently and combined with explicit weights. Pillar inputs are quantitative (from structured XBRL data and market data feeds) and qualitative (from NLP analysis of 10-K text, earnings call transcripts, and management commentary).
| Pillar | Weight | Primary Inputs |
|---|---|---|
| Business Quality & Moat | 20% | Segment-level economics, switching-cost evidence, regulatory positioning, R&D intensity (XBRL: ResearchAndDevelopmentExpense), 10-K Item 1 narrative |
| Financial Health | 15% | Leverage (Net Debt / EBITDA), liquidity (Current Ratio), cash flow durability (5-yr OCF / NI), debt maturity walls |
| Profitability & Returns | 20% | Through-cycle ROIC, EBITDA margin vs. peer median, margin trajectory, FCF conversion |
| Capital Allocation | 15% | 5-yr capital deployment mix, incremental ROIC on acquisitions, capital-return discipline |
| Valuation | 15% | Forward EV/EBITDA and P/E vs. peer median and own 5-yr history, DCF-implied fair-value range |
| Sentiment & Momentum | 15% | Sell-side action flow, insider transactions (Form 4), 50/200 DMA position, short-interest dynamics |
| Composite Score | 100% | Weighted average; reported 0–10 to one decimal |
For every covered name we publish a probability-weighted scenario tree with explicit bull / base / bear cases. Each case carries an assigned probability and an implied scenario value.
Our most-likely-case analytical estimate of intrinsic value. The anchor of the scenario tree, typically weighted 40–60%.
Each with explicit probability (typically 20–30% each). Bull case if the structural thesis accelerates; Bear case if execution or valuation breaks.
The ratio of bull-case upside to bear-case downside. 0.5x means downside is 2x the upside reward. 2.0x is the reverse. We characterize as Favorable / Neutral / Cautious.
EDGAR XBRL companyfacts for fundamentals (every covered name, every available fiscal year). S&P Capital IQ for sell-side estimates, comparables, ownership, and transcripts. Market-data feeds for ratios and consensus consolidation. Yahoo Finance for live prices, 52-week ranges, and beta. PDUFA database for FDA catalyst dates. SEC Form 4 for insider transactions. 13F filings for institutional ownership.
10-K and 10-Q filing text for forensic diff analysis, risk-factor language drift, and quality-of-earnings checks. Earnings call transcripts (Capital IQ + supplementary sources) for management tone analysis and say-do scorecard construction. Press releases and 8-K filings for catalyst and event tracking. Sell-side research firm action announcements (publicly disclosed only).
We don't dress this up – there's a clear division of labor. The LLM is the analyst's faster colleague. It is not the analyst.
Composite scores refresh; sell-side action ingestion; insider trade detection; pre-market news scan.
Earnings reaction notes ship within 30 minutes of release. Slack-native delivery to subscriber workspaces.
10-K and 10-Q diffs run within 4 hours of EDGAR filing. Material-change alerts within the same window.
Sector deep-dives, peer-comp recalibrations, asymmetry framework reviews.
Open the MTRN sample memo or live company page. Click any primary-source link. Read it for yourself.
Open the Product Showcase