Equity Research Report

Quantitative Scoring Engine v5.1 — 9 Tickers

Date: 13 July 2026Horizon: 1-2 yearsEngine: stock_researcher v5.1

Executive Summary

Ticker	Price	Verdict	Conviction	Score	Base Target	Upside	Fortress
VST	$158.86	YES	7/10	7.0	$N/A	N/A	N/A
TLN	$385.80	CAUTIOUS YES	5/10	6.7	$N/A	N/A	N/A
ENTG	$145.35	CAUTIOUS YES	4/10	6.0	$N/A	N/A	N/A
TER	$359.60	YES	7/10	7.3	$N/A	N/A	N/A
TRGP	$273.35	NO	4/10	5.1	$N/A	N/A	N/A
METC	$12.33	NO	3/10	4.2	$N/A	N/A	N/A
GS	$1,055.18	CAUTIOUS YES	5/10	6.2	$N/A	N/A	N/A
LLY	$1,188.58	CAUTIOUS YES	5/10	6.8	$N/A	N/A	N/A
LMT	$523.22	NO	4/10	5.0	$N/A	N/A	N/A

VST Vistra Corp. Utilities YES — 7/10

Conviction

7/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$158.86
✓ G2 Market Cap	Market Cap: $53.56B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (16 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)7.44/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	43.4% MEASURED	10.0	2.500
Gross Margin	15%	38.6% [+6.4pp YoY] MEASURED	4.9	0.741
Operating Margin	15%	26.6% [+12.9pp YoY] MEASURED	9.3	1.397
Fcf Yield	10%	0.9% (growth adj) MEASURED	4.8	0.484
Roic	15%	ROA=6.0% (ROIC fallback) MEASURED	6.4	0.961
Debt Health	10%	ND/EBITDA=2.9x, ICR=6.8x, CR=0.90 MEASURED	5.6	0.560
Earnings Trajectory	10%	EPS(T)=5.97, EPS(F)=10.81, Fwd=+81% MEASURED	8.0	0.800
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.44 → Adjusted: 7.44 \| Composite contribution: 7.44 × 0.40 = 2.976				2.976

Technicals (15%)5.08/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, below 200-DMA, death cross, ADX=13 (choppy) MEASURED	3.0	0.750
Mean Reversion	25%	RSI=53 (neutral), %B=53 (mid-band) MEASURED	5.5	1.375
Momentum	20%	MACD below signal, histogram negative, ROC=14.8% (up) MEASURED	4.6	0.920
Positioning Sentiment	20%	SI=5.5% (elevated), P/C=1.38 (elevated puts) MEASURED	7.7	1.540
Volume Confirmation	10%	RVOL=0.7x MEASURED	5.0	0.500
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.08 → Adjusted: 5.08 \| Composite contribution: 5.08 × 0.15 = 0.762				0.762

Fortress Fit (30%)7.00/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	55% MEASURED	9.2	3.205
Iv Vs Hv	10%	IV/HV=1.31x MEASURED	9.0	0.900
Beta Gap Risk	10%	1.41 MEASURED	9.0	0.900
Gap History	10%	Worst day: -12.6%, >5% drops: 12 MEASURED	4.0	0.400
Capital Outlay	5%	$15,886 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 5 (illiquid), LEAPS OI 1,442 (~431d, workable), spread 16% (moderate) MEASURED	3.0	0.600
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.00 → Adjusted: 7.00 \| Composite contribution: 7.00 × 0.30 = 2.100				2.100

Valuation (15%)7.83/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	14.7x MEASURED	9.0	2.700
Peg Ratio	20%	0.47 MEASURED	10.0	2.000
Ev Ebitda	20%	11.1x MEASURED	8.5	1.700
Analyst Upside	15%	+40.3% to $223 MEASURED	7.5	1.125
Ps Or Pb	15%	P/B=17.21x MEASURED	2.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.83 → Adjusted: 7.83 \| Composite contribution: 7.83 × 0.15 = 1.174				1.174

Composite Calculation & Verdict

7.0Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	7.44	40%	2.976
Technicals (15%)	5.08	15%	0.762
Fortress Fit (30%)	7.00	30%	2.100
Valuation (15%)	7.83	15%	1.174
Composite Score			7.01

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	158.86	yfinance/IBKR
Market Cap	$53.56B	yfinance
IV (IBKR)	54.7%	IBKR live
IV (yfinance)	58.8%	yfinance options
HV 30d	41.8%	computed
Beta	1.409	yfinance
Revenue Growth	43.4%	yfinance
Gross Margin	38.6%	yfinance
Operating Margin	26.6%	yfinance
FCF	$476.9M	yfinance
ROE (ref)	42.9%	yfinance
ROA (ref)	6.0%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	355.19	yfinance
Current Ratio	0.90	yfinance
EPS Trailing	5.97	yfinance
EPS Forward	10.81	yfinance
Earnings Growth	N/A	yfinance
Fwd P/E	14.70	yfinance
PEG Ratio	0.47	yfinance
EV/EBITDA	11.09	yfinance
P/S Ratio	2.75	yfinance
P/B Ratio (ref)	17.21	yfinance
Analyst Target	$222.88889	yfinance
Near-term ATM OI	5	~45d chain
LEAPS ATM OI	1,442	~431d chain
Near-term Spread %	16.5%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-08-07	yfinance
Worst 1-Day Drop	-12.6%	price history
>5% Drop Days	12	price history
RSI 14	52.7	computed
MACD	0.80	computed
ADX 14	13.30	computed
Relative Volume	0.70	computed
52W High	$219.82	yfinance
52W Low	$132.66	yfinance
1Y Return	-18.8%	yfinance

▬ NEUTRAL

Indicators are mixed with no strong directional bias.

90-Day Price

Price

$158.86

Market Cap

$53.6B

P/E (TTM)

26.61x

Fwd P/E

14.70x

Revenue

$19.45B

Rev Growth

43.4%

Gross Margin

38.6%

EPS (TTM)

5.97

30d IV

54.7% (67th pctl)

IV Source

IBKR Live

HV (30d)

41.8%

Beta

1.41

Worst Day

-12.6%

52W Range

$132.66-$219.82

1Y Return

-18.8%

FCF

$476.9M

Next Earnings

2026-08-07

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyNv6kNPK1XNAcx3CpwC'}

Technicals

Current Price$158.86

50 DMA153.86 (above)

200 DMA166.79 (below)

RSI (14)52.7 (neutral)

Stochastic RSI35

MACD0.801 (signal: 1.237)

ADX (14)13 (no trend / ranging)

Bollinger (20,2)146.59 / 158.07 / 169.55

BB %B53.4%

Relative Volume0.70x

% From 52W High-27.7%

Support Levels

$157.99

$153.17

$148.64

Resistance Levels

$168.92

$178.82

$188.50

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

TLN Talen Energy Corporation Utilities CAUTIOUS YES — 5/10

Conviction

5/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$385.80
✓ G2 Market Cap	Market Cap: $18.44B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (15 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)6.93/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	96.7% [volatile] MEASURED	9.0	2.250
Gross Margin	15%	40.1% [+18.7pp YoY] MEASURED	5.2	0.779
Operating Margin	15%	17.2% [+35.1pp YoY] MEASURED	7.4	1.117
Fcf Yield	10%	7.5% (growth adj) MEASURED	10.0	1.000
Roic	15%	ROA=1.9% (ROIC fallback) MEASURED	4.2	0.625
Debt Health	10%	ND/EBITDA=7.1x, ICR=2.4x, CR=1.25 MEASURED	3.1	0.310
Earnings Trajectory	10%	EPS(T)=-0.50, EPS(F)=30.04 MEASURED	8.5	0.850
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.93 → Adjusted: 6.93 \| Composite contribution: 6.93 × 0.40 = 2.772				2.772

Technicals (15%)5.94/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, above 200-DMA, golden cross, ADX=15 (choppy) MEASURED	8.0	2.000
Mean Reversion	25%	RSI=51 (neutral), %B=45 (mid-band) MEASURED	5.5	1.375
Momentum	20%	MACD below signal, histogram negative, ROC=14.6% (up) MEASURED	4.6	0.920
Positioning Sentiment	20%	SI=5.9% (elevated), P/C=0.58 (bullish sentiment) MEASURED	6.7	1.340
Volume Confirmation	10%	RVOL=0.5x (weak) MEASURED	3.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.94 → Adjusted: 5.94 \| Composite contribution: 5.94 × 0.15 = 0.891				0.891

Fortress Fit (30%)7.17/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	64% MEASURED	9.5	3.318
Iv Vs Hv	10%	IV/HV=1.14x MEASURED	7.5	0.750
Beta Gap Risk	10%	1.62 MEASURED	9.0	0.900
Gap History	10%	Worst day: -11.3%, >5% drops: 14 MEASURED	4.0	0.400
Capital Outlay	5%	$38,580 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 6,149 (workable), LEAPS OI 412 (~557d, thin), spread 20% (moderate) MEASURED	4.0	0.800
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.17 → Adjusted: 7.17 \| Composite contribution: 7.17 × 0.30 = 2.151				2.151

Valuation (15%)5.61/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	12.8x MEASURED	9.0	2.700
Peg Ratio	20%	N/A NO DATA	4.0	0.800
Ev Ebitda	20%	35.6x MEASURED	4.0	0.800
Analyst Upside	15%	+22.7% to $473 MEASURED	6.8	1.015
Ps Or Pb	15%	P/B=16.32x MEASURED	2.0	0.300
4/5 factors have data (80%) — No coverage penalty Pillar score: Raw: 5.61 → Adjusted: 5.61 \| Composite contribution: 5.61 × 0.15 = 0.842				0.842

Composite Calculation & Verdict

6.7Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	6.93	40%	2.772
Technicals (15%)	5.94	15%	0.891
Fortress Fit (30%)	7.17	30%	2.151
Valuation (15%)	5.61	15%	0.842
Composite Score			6.66

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	385.8	yfinance/IBKR
Market Cap	$18.44B	yfinance
IV (IBKR)	64.4%	IBKR live
IV (yfinance)	70.3%	yfinance options
HV 30d	56.4%	computed
Beta	1.619	yfinance
Revenue Growth	96.7%	yfinance
Gross Margin	40.1%	yfinance
Operating Margin	17.2%	yfinance
FCF	$1.39B	yfinance
ROE (ref)	-1.9%	yfinance
ROA (ref)	1.9%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	635.41	yfinance
Current Ratio	1.25	yfinance
EPS Trailing	-0.50	yfinance
EPS Forward	30.04	yfinance
Earnings Growth	N/A	yfinance
Fwd P/E	12.84	yfinance
PEG Ratio	N/A	yfinance
EV/EBITDA	35.63	yfinance
P/S Ratio	5.70	yfinance
P/B Ratio (ref)	16.32	yfinance
Analyst Target	$473.2225	yfinance
Near-term ATM OI	6,149	~45d chain
LEAPS ATM OI	412	~557d chain
Near-term Spread %	19.8%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-05-06	yfinance
Worst 1-Day Drop	-11.3%	price history
>5% Drop Days	14	price history
RSI 14	51.3	computed
MACD	0.09	computed
ADX 14	14.80	computed
Relative Volume	0.46	computed
52W High	$451.28	yfinance
52W Low	$255.5	yfinance
1Y Return	+39.7%	yfinance

▬ NEUTRAL

Indicators are mixed with no strong directional bias.

90-Day Price

Price

$385.80

Market Cap

$18.4B

P/E (TTM)

N/A

Fwd P/E

12.84x

Revenue

$3.24B

Rev Growth

96.7%

Gross Margin

40.1%

EPS (TTM)

-0.50

30d IV

64.4% (67th pctl)

IV Source

IBKR Live

HV (30d)

56.4%

Beta

1.62

Worst Day

-11.3%

52W Range

$255.5-$451.28

1Y Return

+39.7%

FCF

$1.39B

Next Earnings

2026-05-06

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyP1xLHBGqS8WGDC69K4'}

Technicals

Current Price$385.80

50 DMA377.2 (above)

200 DMA371.25 (above)

RSI (14)51.3 (neutral)

Stochastic RSI25

MACD0.088 (signal: 3.129)

ADX (14)15 (no trend / ranging)

Bollinger (20,2)340.56 / 390.63 / 440.7

BB %B45.2%

Relative Volume0.46x

% From 52W High-14.5%

Support Levels

$364.77

$350.26

$328.73

Resistance Levels

$396.70

$422.61

$450.56

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

ENTG Entegris, Inc. Technology CAUTIOUS YES — 4/10

Conviction

4/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$145.35
✓ G2 Market Cap	Market Cap: $22.14B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (8 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)6.06/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	5.0% [consistent] MEASURED	6.0	1.500
Gross Margin	15%	44.8% [+2.5pp YoY] MEASURED	6.0	0.894
Operating Margin	15%	17.9% [+2.8pp YoY] MEASURED	6.6	0.988
Fcf Yield	10%	2.0% MEASURED	4.0	0.401
Roic	15%	ROA=3.7% (ROIC fallback) MEASURED	5.2	0.787
Debt Health	10%	ND/EBITDA=3.9x, ICR=4.3x, CR=3.21 MEASURED	5.8	0.585
Earnings Trajectory	10%	EPS(T)=1.73, EPS(F)=4.65, Fwd=+169% MEASURED	9.0	0.900
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.06 → Adjusted: 6.06 \| Composite contribution: 6.06 × 0.40 = 2.424				2.424

Technicals (15%)5.44/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	below 50-DMA, above 200-DMA, golden cross, ADX=16 MEASURED	6.5	1.625
Mean Reversion	25%	RSI=47 (neutral), %B=26 (mid-band) MEASURED	5.5	1.375
Momentum	20%	MACD below signal, histogram negative, ROC=12.8% (up) MEASURED	4.6	0.920
Positioning Sentiment	20%	SI=9.1% (elevated), P/C=0.25 (complacency) MEASURED	6.1	1.220
Volume Confirmation	10%	RVOL=0.4x (weak) MEASURED	3.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.44 → Adjusted: 5.44 \| Composite contribution: 5.44 × 0.15 = 0.816				0.816

Fortress Fit (30%)6.85/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	93% MEASURED	10.0	3.500
Iv Vs Hv	10%	IV/HV=0.92x MEASURED	4.5	0.450
Beta Gap Risk	10%	1.31 MEASURED	9.0	0.900
Gap History	10%	Worst day: -14.5%, >5% drops: 21 MEASURED	4.0	0.400
Capital Outlay	5%	$14,535 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 9,195 (workable), LEAPS OI 267 (~522d, illiquid), spread 16% (moderate) MEASURED	3.0	0.600
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.85 → Adjusted: 6.85 \| Composite contribution: 6.85 × 0.30 = 2.055				2.055

Valuation (15%)4.53/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	31.3x MEASURED	4.0	1.200
Peg Ratio	20%	1.78 MEASURED	4.0	0.800
Ev Ebitda	20%	28.9x MEASURED	3.0	0.600
Analyst Upside	15%	+13.5% to $165 MEASURED	5.9	0.878
Ps Or Pb	15%	P/S=6.8x (asset-light) MEASURED	7.0	1.050
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 4.53 → Adjusted: 4.53 \| Composite contribution: 4.53 × 0.15 = 0.679				0.679

Composite Calculation & Verdict

6.0Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	6.06	40%	2.424
Technicals (15%)	5.44	15%	0.816
Fortress Fit (30%)	6.85	30%	2.055
Valuation (15%)	4.53	15%	0.679
Composite Score			5.97

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	145.35	yfinance/IBKR
Market Cap	$22.14B	yfinance
IV (IBKR)	93.1%	IBKR live
IV (yfinance)	95.4%	yfinance options
HV 30d	101.5%	computed
Beta	1.309	yfinance
Revenue Growth	5.0%	yfinance
Gross Margin	44.8%	yfinance
Operating Margin	17.9%	yfinance
FCF	$445.1M	yfinance
ROE (ref)	6.8%	yfinance
ROA (ref)	3.7%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	92.80	yfinance
Current Ratio	3.21	yfinance
EPS Trailing	1.73	yfinance
EPS Forward	4.65	yfinance
Earnings Growth	46.3%	yfinance
Fwd P/E	31.25	yfinance
PEG Ratio	1.78	yfinance
EV/EBITDA	28.93	yfinance
P/S Ratio	6.84	yfinance
P/B Ratio (ref)	5.47	yfinance
Analyst Target	$165.0	yfinance
Near-term ATM OI	9,195	~45d chain
LEAPS ATM OI	267	~522d chain
Near-term Spread %	16.1%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-07-30	yfinance
Worst 1-Day Drop	-14.5%	price history
>5% Drop Days	21	price history
RSI 14	46.8	computed
MACD	-0.47	computed
ADX 14	16.30	computed
Relative Volume	0.37	computed
52W High	$186.94	yfinance
52W Low	$67.97	yfinance
1Y Return	+66.6%	yfinance

▲ LEANING STRETCHED

+25% above 200-DMA (stretched). StochRSI 15 (oversold)

90-Day Price

Price

$145.35

Market Cap

$22.1B

P/E (TTM)

84.02x

Fwd P/E

31.25x

Revenue

$3.24B

Rev Growth

5.0%

Gross Margin

44.8%

EPS (TTM)

1.73

30d IV

93.1% (88th pctl)

IV Source

IBKR Live

HV (30d)

101.5%

Beta

1.31

Worst Day

-14.5%

52W Range

$67.97-$186.94

1Y Return

+66.6%

FCF

$445.1M

Next Earnings

2026-07-30

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyP3oqbwg2graKpD5qd5'}

Technicals

Current Price$145.35

50 DMA147.03 (below)

200 DMA116.37 (above)

RSI (14)46.8 (neutral)

Stochastic RSI15 (oversold)

MACD-0.471 (signal: 3.164)

ADX (14)16 (no trend / ranging)

Bollinger (20,2)130.04 / 159.03 / 188.02

BB %B26.4%

Relative Volume0.37x

% From 52W High-22.2%

Support Levels

$134.86

$122.88

$107.69

Resistance Levels

$149.31

$157.74

$186.94

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

TER Teradyne, Inc. Technology YES — 7/10

Conviction

7/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$359.60
✓ G2 Market Cap	Market Cap: $56.29B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (12 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)8.93/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	87.0% MEASURED	10.0	2.500
Gross Margin	15%	58.7% [+3.7pp YoY] MEASURED	8.3	1.243
Operating Margin	15%	37.6% [+22.9pp YoY] MEASURED	10.0	1.500
Fcf Yield	10%	0.5% (growth adj) MEASURED	4.3	0.429
Roic	15%	ROA=15.8% (ROIC fallback) MEASURED	10.0	1.500
Debt Health	10%	ND/EBITDA=-0.1x, ICR=123.8x, CR=2.15 MEASURED	9.6	0.963
Earnings Trajectory	10%	EPS(T)=5.39, EPS(F)=9.84, Fwd=+83% MEASURED	8.0	0.800
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 8.93 → Adjusted: 8.93 \| Composite contribution: 8.93 × 0.40 = 3.572				3.572

Technicals (15%)6.57/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	below 50-DMA, above 200-DMA, golden cross, ADX=18 MEASURED	6.5	1.625
Mean Reversion	25%	RSI=44 (sweet spot), %B=18 (below mid-band) MEASURED	10.0	2.500
Momentum	20%	MACD below signal, histogram negative, ROC=3.5% (flat/up) MEASURED	4.0	0.800
Positioning Sentiment	20%	SI=6.7% (elevated), P/C=0.62 (bullish sentiment) MEASURED	6.7	1.340
Volume Confirmation	10%	RVOL=0.3x (weak) MEASURED	3.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.57 → Adjusted: 6.57 \| Composite contribution: 6.57 × 0.15 = 0.986				0.986

Fortress Fit (30%)6.45/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	103% MEASURED	10.0	3.500
Iv Vs Hv	10%	IV/HV=0.96x MEASURED	4.5	0.450
Beta Gap Risk	10%	1.74 MEASURED	9.0	0.900
Gap History	10%	Worst day: -19.4%, >5% drops: 22 MEASURED	2.0	0.200
Capital Outlay	5%	$35,960 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 4 (illiquid), LEAPS OI 363 (~522d, thin), spread 8% MEASURED	2.0	0.400
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.45 → Adjusted: 6.45 \| Composite contribution: 6.45 × 0.30 = 1.935				1.935

Valuation (15%)5.12/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	36.6x MEASURED	5.0	1.500
Peg Ratio	20%	1.42 MEASURED	6.0	1.200
Ev Ebitda	20%	48.3x MEASURED	2.5	0.500
Analyst Upside	15%	+17.7% to $423 MEASURED	6.3	0.941
Ps Or Pb	15%	P/S=14.9x (asset-light) MEASURED	6.5	0.975
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.12 → Adjusted: 5.12 \| Composite contribution: 5.12 × 0.15 = 0.768				0.768

Composite Calculation & Verdict

7.3Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	8.93	40%	3.572
Technicals (15%)	6.57	15%	0.986
Fortress Fit (30%)	6.45	30%	1.935
Valuation (15%)	5.12	15%	0.768
Composite Score			7.26

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	359.6	yfinance/IBKR
Market Cap	$56.29B	yfinance
IV (IBKR)	103.0%	IBKR live
IV (yfinance)	108.1%	yfinance options
HV 30d	107.6%	computed
Beta	1.742	yfinance
Revenue Growth	87.0%	yfinance
Gross Margin	58.7%	yfinance
Operating Margin	37.6%	yfinance
FCF	$298.3M	yfinance
ROE (ref)	28.7%	yfinance
ROA (ref)	15.8%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	2.62	yfinance
Current Ratio	2.15	yfinance
EPS Trailing	5.39	yfinance
EPS Forward	9.84	yfinance
Earnings Growth	314.8%	yfinance
Fwd P/E	36.56	yfinance
PEG Ratio	1.42	yfinance
EV/EBITDA	48.33	yfinance
P/S Ratio	14.87	yfinance
P/B Ratio (ref)	17.91	yfinance
Analyst Target	$423.41177	yfinance
Near-term ATM OI	4	~45d chain
LEAPS ATM OI	363	~522d chain
Near-term Spread %	8.3%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-07-30	yfinance
Worst 1-Day Drop	-19.4%	price history
>5% Drop Days	22	price history
RSI 14	44.1	computed
MACD	-6.12	computed
ADX 14	18.40	computed
Relative Volume	0.28	computed
52W High	$487.91	yfinance
52W Low	$88.6	yfinance
1Y Return	+271.5%	yfinance

▲ LEANING STRETCHED

+31% above 200-DMA (very stretched). StochRSI 11 (oversold)

90-Day Price

Price

$359.60

Market Cap

$56.3B

P/E (TTM)

66.72x

Fwd P/E

36.56x

Revenue

$3.79B

Rev Growth

87.0%

Gross Margin

58.7%

EPS (TTM)

5.39

30d IV

103.0% (58th pctl)

IV Source

IBKR Live

HV (30d)

107.6%

Beta

1.74

Worst Day

-19.4%

52W Range

$88.6-$487.91

1Y Return

+271.5%

FCF

$298.3M

Next Earnings

2026-07-30

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPBKAexugPJwTuDrvoc'}

Technicals

Current Price$359.60

50 DMA380.83 (below)

200 DMA273.75 (above)

RSI (14)44.1 (neutral)

Stochastic RSI11 (oversold)

MACD-6.116 (signal: 5.655)

ADX (14)18 (no trend / ranging)

Bollinger (20,2)329.9 / 411.3 / 492.7

BB %B18.2%

Relative Volume0.28x

% From 52W High-26.3%

Support Levels

$340.34

$309.29

$301.75

Resistance Levels

$382.86

$421.28

$487.91

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

TRGP Targa Resources Corp. Energy NO — 4/10

Conviction

4/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$273.35
✓ G2 Market Cap	Market Cap: $58.67B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (8 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)4.22/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	-10.2% [consistent] MEASURED	1.0	0.250
Gross Margin	15%	41.8% [-2.9pp YoY] MEASURED	3.5	0.519
Operating Margin	15%	20.9% [-3.6pp YoY] MEASURED	6.2	0.927
Fcf Yield	10%	-0.5% MEASURED	1.9	0.195
Roic	15%	ROA=9.1% (ROIC fallback) MEASURED	7.7	1.148
Debt Health	10%	ND/EBITDA=3.7x, ICR=6.3x, CR=0.72 MEASURED	4.8	0.480
Earnings Trajectory	10%	EPS(T)=9.79, EPS(F)=12.37, Fwd=+26% MEASURED	7.0	0.700
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 4.22 → Adjusted: 4.22 \| Composite contribution: 4.22 × 0.40 = 1.688				1.688

Technicals (15%)6.19/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, above 200-DMA, golden cross, ADX=15 MEASURED	8.5	2.125
Mean Reversion	25%	RSI=56 (warming up), %B=75 (mid-band) MEASURED	4.5	1.125
Momentum	20%	MACD above signal, histogram positive, ROC=0.3% (flat/up) MEASURED	7.0	1.400
Positioning Sentiment	20%	SI=2.5% (moderate), P/C=0.13 (complacency) MEASURED	5.2	1.040
Volume Confirmation	10%	RVOL=0.5x MEASURED	5.0	0.500
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.19 → Adjusted: 6.19 \| Composite contribution: 6.19 × 0.15 = 0.928				0.928

Fortress Fit (30%)5.42/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	33% MEASURED	6.3	2.219
Iv Vs Hv	10%	IV/HV=1.10x MEASURED	7.5	0.750
Beta Gap Risk	10%	0.70 MEASURED	6.0	0.600
Gap History	10%	Worst day: -5.5%, >5% drops: 1 MEASURED	7.0	0.700
Capital Outlay	5%	$27,335 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	no LEAPS chains MEASURED	4.0	0.400
Options Liquidity	20%	near-term OI 2,031 (thin), LEAPS OI 2 (~339d, illiquid), spread 14% (moderate) MEASURED	1.5	0.300
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.42 → Adjusted: 5.42 \| Composite contribution: 5.42 × 0.30 = 1.626				1.626

Valuation (15%)5.48/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	22.1x MEASURED	6.0	1.800
Peg Ratio	20%	1.25 MEASURED	6.0	1.200
Ev Ebitda	20%	14.9x MEASURED	7.5	1.500
Analyst Upside	15%	+5.4% to $288 MEASURED	5.0	0.756
Ps Or Pb	15%	P/B=18.71x MEASURED	1.5	0.225
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.48 → Adjusted: 5.48 \| Composite contribution: 5.48 × 0.15 = 0.822				0.822

Composite Calculation & Verdict

5.1Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	4.22	40%	1.688
Technicals (15%)	6.19	15%	0.928
Fortress Fit (30%)	5.42	30%	1.626
Valuation (15%)	5.48	15%	0.822
Composite Score			5.06

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	273.35	yfinance/IBKR
Market Cap	$58.67B	yfinance
IV (IBKR)	32.8%	IBKR live
IV (yfinance)	35.6%	yfinance options
HV 30d	29.8%	computed
Beta	0.704	yfinance
Revenue Growth	-10.2%	yfinance
Gross Margin	41.8%	yfinance
Operating Margin	20.9%	yfinance
FCF	$-318.6M	yfinance
ROE (ref)	74.1%	yfinance
ROA (ref)	9.1%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	585.25	yfinance
Current Ratio	0.72	yfinance
EPS Trailing	9.79	yfinance
EPS Forward	12.37	yfinance
Earnings Growth	142.9%	yfinance
Fwd P/E	22.09	yfinance
PEG Ratio	1.25	yfinance
EV/EBITDA	14.92	yfinance
P/S Ratio	3.54	yfinance
P/B Ratio (ref)	18.71	yfinance
Analyst Target	$288.0476	yfinance
Near-term ATM OI	2,031	~45d chain
LEAPS ATM OI	2	~339d chain
Near-term Spread %	14.0%	~45d chain
Has LEAPS	No	yfinance
Next Earnings	2026-08-06	yfinance
Worst 1-Day Drop	-5.5%	price history
>5% Drop Days	1	price history
RSI 14	56.1	computed
MACD	2.49	computed
ADX 14	15.30	computed
Relative Volume	0.54	computed
52W High	$280.0	yfinance
52W Low	$144.14	yfinance
1Y Return	+62.7%	yfinance

▲ MODERATELY STRETCHED UP

+28% above 200-DMA (stretched). StochRSI 82 (overbought). Near 52W high (-2%)

90-Day Price

Price

$273.35

Market Cap

$58.7B

P/E (TTM)

27.92x

Fwd P/E

22.09x

Revenue

$16.56B

Rev Growth

-10.2%

Gross Margin

41.8%

EPS (TTM)

9.79

30d IV

32.8% (14th pctl)

IV Source

IBKR Live

HV (30d)

29.8%

Beta

0.70

Worst Day

-5.5%

52W Range

$144.14-$280.0

1Y Return

+62.7%

FCF

$-318.6M

Next Earnings

2026-08-06

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPD46bwzCpfrjo56WP2'}

Technicals

Current Price$273.35

50 DMA264.53 (above)

200 DMA212.95 (above)

RSI (14)56.1 (neutral)

Stochastic RSI82 (overbought)

MACD2.487 (signal: 1.888)

ADX (14)15 (no trend / ranging)

Bollinger (20,2)255.28 / 267.33 / 279.39

BB %B74.9%

Relative Volume0.54x

% From 52W High-2.4%

Support Levels

$254.27

$241.86

$229.68

Resistance Levels

$278.13

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

METC Ramaco Resources, Inc. Basic Materials NO — 3/10

Conviction

3/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$12.33
✓ G2 Market Cap	Market Cap: $805.3M
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (6 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)1.63/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	-9.7% MEASURED	0.1	0.025
Gross Margin	15%	14.5% [-1.5pp YoY] MEASURED	0.0	0.000
Operating Margin	15%	-20.0% [-10.9pp YoY] MEASURED	1.0	0.150
Fcf Yield	10%	-12.1% MEASURED	0.8	0.079
Roic	15%	ROA=-4.8% (ROIC fallback) MEASURED	1.5	0.225
Debt Health	10%	ND/EBITDA=89.8x, ICR=0.3x, CR=4.88 MEASURED	3.0	0.305
Earnings Trajectory	10%	EPS(T)=-1.10, EPS(F)=0.07 MEASURED	8.5	0.850
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 1.63 → Adjusted: 1.63 \| Composite contribution: 1.63 × 0.40 = 0.652				0.652

Technicals (15%)4.88/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	below 50-DMA, below 200-DMA, death cross, ADX=16 MEASURED	1.5	0.375
Mean Reversion	25%	RSI=39 (sweet spot), %B=26 (mid-band) MEASURED	9.0	2.250
Momentum	20%	MACD below signal, histogram negative, ROC=-13.7% (down) MEASURED	3.0	0.600
Positioning Sentiment	20%	SI=56.8% (extreme short, risky), P/C=0.18 (complacency) MEASURED	5.8	1.160
Volume Confirmation	10%	RVOL=0.6x MEASURED	5.0	0.500
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 4.88 → Adjusted: 4.88 \| Composite contribution: 4.88 × 0.15 = 0.732				0.732

Fortress Fit (30%)7.70/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	97% MEASURED	10.0	3.500
Iv Vs Hv	10%	IV/HV=1.51x MEASURED	10.0	1.000
Beta Gap Risk	10%	1.26 MEASURED	9.0	0.900
Gap History	10%	Worst day: -20.3%, >5% drops: 38 MEASURED	2.0	0.200
Capital Outlay	5%	$1,233 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 10,579 (good), LEAPS OI 329 (~557d, thin), spread 10% MEASURED	5.5	1.100
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.70 → Adjusted: 7.70 \| Composite contribution: 7.70 × 0.30 = 2.310				2.310

Valuation (15%)3.38/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	189.7x MEASURED	0.5	0.150
Peg Ratio	20%	N/A NO DATA	4.0	0.800
Ev Ebitda	20%	1210.3x MEASURED	0.5	0.100
Analyst Upside	15%	+111.9% to $26 MEASURED	7.5	1.125
Ps Or Pb	15%	P/B=1.88x MEASURED	8.0	1.200
4/5 factors have data (80%) — No coverage penalty Pillar score: Raw: 3.38 → Adjusted: 3.38 \| Composite contribution: 3.38 × 0.15 = 0.507				0.507

Composite Calculation & Verdict

4.2Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	1.63	40%	0.652
Technicals (15%)	4.88	15%	0.732
Fortress Fit (30%)	7.70	30%	2.310
Valuation (15%)	3.38	15%	0.507
Composite Score			4.20

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	12.33	yfinance/IBKR
Market Cap	$805.3M	yfinance
IV (IBKR)	96.8%	IBKR live
IV (yfinance)	100.4%	yfinance options
HV 30d	63.9%	computed
Beta	1.256	yfinance
Revenue Growth	-9.7%	yfinance
Gross Margin	14.5%	yfinance
Operating Margin	-20.0%	yfinance
FCF	$-97.8M	yfinance
ROE (ref)	-15.2%	yfinance
ROA (ref)	-4.8%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	107.28	yfinance
Current Ratio	4.88	yfinance
EPS Trailing	-1.10	yfinance
EPS Forward	0.07	yfinance
Earnings Growth	N/A	yfinance
Fwd P/E	189.69	yfinance
PEG Ratio	N/A	yfinance
EV/EBITDA	1210.32	yfinance
P/S Ratio	1.54	yfinance
P/B Ratio (ref)	1.88	yfinance
Analyst Target	$26.125	yfinance
Near-term ATM OI	10,579	~45d chain
LEAPS ATM OI	329	~557d chain
Near-term Spread %	10.0%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-07-31	yfinance
Worst 1-Day Drop	-20.3%	price history
>5% Drop Days	38	price history
RSI 14	39.2	computed
MACD	-0.66	computed
ADX 14	16.20	computed
Relative Volume	0.63	computed
52W High	$57.8	yfinance
52W Low	$11.34	yfinance
1Y Return	-25.8%	yfinance

▼ OVERSOLD DOWN

-38% below 200-DMA (deeply oversold). Deeply below 52W high (-79%)

90-Day Price

Price

$12.33

Market Cap

$805M

P/E (TTM)

N/A

Fwd P/E

189.69x

Revenue

$523.6M

Rev Growth

-9.7%

Gross Margin

14.5%

EPS (TTM)

-1.10

30d IV

96.8% (83th pctl)

IV Source

IBKR Live

HV (30d)

63.9%

Beta

1.26

Worst Day

-20.3%

52W Range

$11.34-$57.8

1Y Return

-25.8%

FCF

$-97.8M

Next Earnings

2026-07-31

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPFbQaLFJME7jmqfseT'}

Technicals

Current Price$12.33

50 DMA14.38 (below)

200 DMA19.75 (below)

RSI (14)39.2 (approaching oversold)

Stochastic RSI31

MACD-0.662 (signal: -0.62)

ADX (14)16 (no trend / ranging)

Bollinger (20,2)11.35 / 13.23 / 15.1

BB %B26.1%

Relative Volume0.63x

% From 52W High-78.7%

Resistance Levels

$13.99

$15.76

$16.20

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

GS The Goldman Sachs Group, Inc. Financial Services CAUTIOUS YES — 5/10

Conviction

5/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$1055.18
✓ G2 Market Cap	Market Cap: $311.29B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (18 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)6.16/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	14.5% MEASURED	6.6	1.646
Gross Margin	15%	82.3% MEASURED	10.0	1.500
Operating Margin	15%	38.6% MEASURED	10.0	1.500
Fcf Yield	10%	N/A NO DATA	3.0	0.300
Roic	15%	ROA=0.9% (ROIC fallback) MEASURED	3.6	0.535
Debt Health	10%	ND/EBITDA=N/A, ICR=N/A, CR=1.50 NO DATA	4.8	0.475
Earnings Trajectory	10%	EPS(T)=54.76, EPS(F)=67.10, Fwd=+23% MEASURED	7.0	0.700
5/7 factors have data (71%) — Coverage penalty: -0.5 Pillar score: Raw: 6.66 → Adjusted: 6.16 (-0.50) \| Composite contribution: 6.16 × 0.40 = 2.464				2.464

Technicals (15%)6.16/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, above 200-DMA, golden cross, ADX=19 MEASURED	8.5	2.125
Mean Reversion	25%	RSI=54 (neutral), %B=49 (mid-band) MEASURED	5.5	1.375
Momentum	20%	MACD below signal, histogram negative, ROC=5.4% (up) MEASURED	4.6	0.920
Positioning Sentiment	20%	SI=2.2% (moderate), P/C=0.72 (neutral) MEASURED	6.2	1.240
Volume Confirmation	10%	RVOL=0.5x MEASURED	5.0	0.500
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.16 → Adjusted: 6.16 \| Composite contribution: 6.16 × 0.15 = 0.924				0.924

Fortress Fit (30%)6.83/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	34% MEASURED	6.8	2.376
Iv Vs Hv	10%	IV/HV=0.96x MEASURED	4.5	0.450
Beta Gap Risk	10%	1.29 MEASURED	9.0	0.900
Gap History	10%	Worst day: -7.5%, >5% drops: 1 MEASURED	7.0	0.700
Capital Outlay	5%	$105,518 per 100 shares MEASURED	5.0	0.250
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 19,441 (good), LEAPS OI 10,288 (~557d, deep), spread 12% (moderate) MEASURED	8.0	1.600
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.83 → Adjusted: 6.83 \| Composite contribution: 6.83 × 0.30 = 2.049				2.049

Valuation (15%)4.83/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	15.7x MEASURED	6.0	1.800
Peg Ratio	20%	1.59 MEASURED	4.0	0.800
Ev Ebitda	20%	N/A NO DATA	3.0	0.600
Analyst Upside	15%	-3.4% to $1019 MEASURED	2.9	0.435
Ps Or Pb	15%	P/B=2.96x MEASURED	8.0	1.200
4/5 factors have data (80%) — No coverage penalty Pillar score: Raw: 4.83 → Adjusted: 4.83 \| Composite contribution: 4.83 × 0.15 = 0.725				0.725

Composite Calculation & Verdict

6.2Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	6.16	40%	2.464
Technicals (15%)	6.16	15%	0.924
Fortress Fit (30%)	6.83	30%	2.049
Valuation (15%)	4.83	15%	0.725
Composite Score			6.16

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	1055.18	yfinance/IBKR
Market Cap	$311.29B	yfinance
IV (IBKR)	34.3%	IBKR live
IV (yfinance)	40.1%	yfinance options
HV 30d	35.6%	computed
Beta	1.292	yfinance
Revenue Growth	14.5%	yfinance
Gross Margin	82.3%	yfinance
Operating Margin	38.6%	yfinance
FCF	N/A	yfinance
ROE (ref)	14.5%	yfinance
ROA (ref)	0.9%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	678.60	yfinance
Current Ratio	1.50	yfinance
EPS Trailing	54.76	yfinance
EPS Forward	67.10	yfinance
Earnings Growth	24.2%	yfinance
Fwd P/E	15.73	yfinance
PEG Ratio	1.59	yfinance
EV/EBITDA	N/A	yfinance
P/S Ratio	5.06	yfinance
P/B Ratio (ref)	2.96	yfinance
Analyst Target	$1019.2	yfinance
Near-term ATM OI	19,441	~45d chain
LEAPS ATM OI	10,288	~557d chain
Near-term Spread %	12.2%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-07-14	yfinance
Worst 1-Day Drop	-7.5%	price history
>5% Drop Days	1	price history
RSI 14	54.4	computed
MACD	6.97	computed
ADX 14	18.70	computed
Relative Volume	0.51	computed
52W High	$1125.0	yfinance
52W Low	$691.3	yfinance
1Y Return	+52.7%	yfinance

▲ LEANING STRETCHED

+19% above 200-DMA (stretched)

90-Day Price

Price

$1,055.18

Market Cap

$311.3B

P/E (TTM)

19.27x

Fwd P/E

15.73x

Revenue

$61.53B

Rev Growth

14.5%

Gross Margin

82.3%

EPS (TTM)

54.76

30d IV

34.3% (50th pctl)

IV Source

IBKR Live

HV (30d)

35.6%

Beta

1.29

Worst Day

-7.5%

52W Range

$691.3-$1125.0

1Y Return

+52.7%

FCF

N/A

Next Earnings

2026-07-14

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPPXsEHjpkGFJ25AADp'}

Technicals

Current Price$1,055.18

50 DMA1008.24 (above)

200 DMA889.16 (above)

RSI (14)54.4 (neutral)

Stochastic RSI35

MACD6.973 (signal: 11.023)

ADX (14)19 (no trend / ranging)

Bollinger (20,2)996.55 / 1056.73 / 1116.91

BB %B48.7%

Relative Volume0.51x

% From 52W High-6.2%

Support Levels

$1,001.52

$904.13

$864.36

Resistance Levels

$1,098.36

$1,125.00

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

LLY Eli Lilly and Company Healthcare CAUTIOUS YES — 5/10

Conviction

5/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$1188.58
✓ G2 Market Cap	Market Cap: $1.06T
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (17 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)8.90/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	55.5% MEASURED	10.0	2.500
Gross Margin	15%	82.8% [-2.3pp YoY] MEASURED	9.0	1.350
Operating Margin	15%	49.4% [+4.3pp YoY] MEASURED	10.0	1.500
Fcf Yield	10%	0.9% (growth adj) MEASURED	4.8	0.480
Roic	15%	ROA=20.7% (ROIC fallback) MEASURED	10.0	1.500
Debt Health	10%	ND/EBITDA=1.0x, ICR=42.2x, CR=1.50 MEASURED	7.8	0.775
Earnings Trajectory	10%	EPS(T)=28.17, EPS(F)=44.82, Fwd=+59% MEASURED	8.0	0.800
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 8.90 → Adjusted: 8.90 \| Composite contribution: 8.90 × 0.40 = 3.560				3.560

Technicals (15%)5.84/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, above 200-DMA, golden cross, ADX=32 (strong trend) MEASURED	10.0	2.500
Mean Reversion	25%	RSI=57 (warming up), %B=62 (mid-band) MEASURED	4.5	1.125
Momentum	20%	MACD below signal, histogram negative, ROC=4.6% (flat/up) MEASURED	4.0	0.800
Positioning Sentiment	20%	SI=1.1% (low), P/C=0.70 (bullish sentiment) MEASURED	4.6	0.920
Volume Confirmation	10%	RVOL=0.6x MEASURED	5.0	0.500
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.84 → Adjusted: 5.84 \| Composite contribution: 5.84 × 0.15 = 0.876				0.876

Fortress Fit (30%)5.76/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	40% MEASURED	8.0	2.814
Iv Vs Hv	10%	IV/HV=1.15x MEASURED	7.5	0.750
Beta Gap Risk	10%	0.51 MEASURED	6.0	0.600
Gap History	10%	Worst day: -14.1%, >5% drops: 4 MEASURED	5.0	0.500
Capital Outlay	5%	$118,858 per 100 shares MEASURED	5.0	0.250
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 18 (illiquid), LEAPS OI 999 (~431d, thin), spread 11% (moderate) MEASURED	1.5	0.300
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.76 → Adjusted: 5.76 \| Composite contribution: 5.76 × 0.30 = 1.728				1.728

Valuation (15%)3.99/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	26.5x MEASURED	5.0	1.500
Peg Ratio	20%	1.54 MEASURED	4.0	0.800
Ev Ebitda	20%	30.3x MEASURED	4.0	0.800
Analyst Upside	15%	+4.6% to $1243 MEASURED	4.9	0.736
Ps Or Pb	15%	P/B=34.04x MEASURED	1.0	0.150
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 3.99 → Adjusted: 3.99 \| Composite contribution: 3.99 × 0.15 = 0.599				0.599

Composite Calculation & Verdict

6.8Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	8.90	40%	3.560
Technicals (15%)	5.84	15%	0.876
Fortress Fit (30%)	5.76	30%	1.728
Valuation (15%)	3.99	15%	0.599
Composite Score			6.76

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	1188.58	yfinance/IBKR
Market Cap	$1.06T	yfinance
IV (IBKR)	40.2%	IBKR live
IV (yfinance)	44.4%	yfinance options
HV 30d	35.0%	computed
Beta	0.506	yfinance
Revenue Growth	55.5%	yfinance
Gross Margin	82.8%	yfinance
Operating Margin	49.4%	yfinance
FCF	$9.16B	yfinance
ROE (ref)	107.5%	yfinance
ROA (ref)	20.7%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	139.01	yfinance
Current Ratio	1.50	yfinance
EPS Trailing	28.17	yfinance
EPS Forward	44.82	yfinance
Earnings Growth	169.9%	yfinance
Fwd P/E	26.52	yfinance
PEG Ratio	1.54	yfinance
EV/EBITDA	30.32	yfinance
P/S Ratio	14.67	yfinance
P/B Ratio (ref)	34.04	yfinance
Analyst Target	$1243.4286	yfinance
Near-term ATM OI	18	~45d chain
LEAPS ATM OI	999	~431d chain
Near-term Spread %	11.2%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-08-05	yfinance
Worst 1-Day Drop	-14.1%	price history
>5% Drop Days	4	price history
RSI 14	57.2	computed
MACD	36.43	computed
ADX 14	31.70	computed
Relative Volume	0.64	computed
52W High	$1249.45	yfinance
52W Low	$623.78	yfinance
1Y Return	+50.9%	yfinance

▲ LEANING STRETCHED

+20% above 200-DMA (stretched)

90-Day Price

Price

$1,188.58

Market Cap

$1.1T

P/E (TTM)

42.19x

Fwd P/E

26.52x

Revenue

$72.25B

Rev Growth

55.5%

Gross Margin

82.8%

EPS (TTM)

28.17

30d IV

40.2% (42th pctl)

IV Source

IBKR Live

HV (30d)

35.0%

Beta

0.51

Worst Day

-14.1%

52W Range

$623.78-$1249.45

1Y Return

+50.9%

FCF

$9.16B

Next Earnings

2026-08-05

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPYPKXbhipgQwH8yhSN'}

Technicals

Current Price$1,188.58

50 DMA1086.36 (above)

200 DMA993.95 (above)

RSI (14)57.2 (neutral)

Stochastic RSI35

MACD36.434 (signal: 37.346)

ADX (14)32 (trending)

Bollinger (20,2)1070.94 / 1165.53 / 1260.12

BB %B62.2%

Relative Volume0.64x

% From 52W High-4.9%

Support Levels

$1,079.22

$1,052.15

$1,029.89

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

LMT Lockheed Martin Corporation Industrials NO — 4/10

Conviction

4/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$523.22
✓ G2 Market Cap	Market Cap: $120.64B
✓ G3 Price History	251 trading days (min: 100)
✓ G4 Options	Options available (14 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)4.93/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	0.3% MEASURED	3.4	0.858
Gross Margin	15%	9.9% [+7.5pp YoY] MEASURED	1.0	0.150
Operating Margin	15%	11.0% [+7.3pp YoY] MEASURED	6.3	0.950
Fcf Yield	10%	3.3% MEASURED	5.3	0.531
Roic	15%	ROA=7.2% (ROIC fallback) MEASURED	6.9	1.034
Debt Health	10%	ND/EBITDA=2.2x, ICR=7.6x, CR=1.14 MEASURED	6.1	0.610
Earnings Trajectory	10%	EPS(T)=20.67, EPS(F)=32.08, Fwd=+55% MEASURED	8.0	0.800
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 4.93 → Adjusted: 4.93 \| Composite contribution: 4.93 × 0.40 = 1.972				1.972

Technicals (15%)4.99/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, below 200-DMA, death cross, ADX=17 MEASURED	3.5	0.875
Mean Reversion	25%	RSI=50 (neutral), %B=53 (mid-band) MEASURED	5.5	1.375
Momentum	20%	MACD above signal, histogram positive, ROC=-0.3% (flat/down) MEASURED	6.6	1.320
Positioning Sentiment	20%	SI=1.8% (low), P/C=1.30 (elevated puts) MEASURED	5.6	1.120
Volume Confirmation	10%	RVOL=0.5x (weak) MEASURED	3.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 4.99 → Adjusted: 4.99 \| Composite contribution: 4.99 × 0.15 = 0.749				0.749

Fortress Fit (30%)5.19/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	32% MEASURED	6.0	2.093
Iv Vs Hv	10%	IV/HV=0.95x MEASURED	4.5	0.450
Beta Gap Risk	10%	0.11 MEASURED	4.0	0.400
Gap History	10%	Worst day: -10.8%, >5% drops: 1 MEASURED	5.0	0.500
Capital Outlay	5%	$52,322 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available, earnings in 9d (IV elevated) MEASURED	5.0	0.500
Options Liquidity	20%	near-term OI 1,687 (thin), LEAPS OI 2,446 (~557d, workable), spread 20% (moderate) MEASURED	4.0	0.800
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.19 → Adjusted: 5.19 \| Composite contribution: 5.19 × 0.30 = 1.557				1.557

Valuation (15%)5.17/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	16.3x MEASURED	6.0	1.800
Peg Ratio	20%	1.11 MEASURED	6.0	1.200
Ev Ebitda	20%	17.4x MEASURED	5.0	1.000
Analyst Upside	15%	+17.7% to $616 MEASURED	6.3	0.940
Ps Or Pb	15%	P/B=16.07x MEASURED	1.5	0.225
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 5.17 → Adjusted: 5.17 \| Composite contribution: 5.17 × 0.15 = 0.775				0.775

Composite Calculation & Verdict

5.0Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	4.93	40%	1.972
Technicals (15%)	4.99	15%	0.749
Fortress Fit (30%)	5.19	30%	1.557
Valuation (15%)	5.17	15%	0.775
Composite Score			5.05

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	523.22	yfinance/IBKR
Market Cap	$120.64B	yfinance
IV (IBKR)	31.6%	IBKR live
IV (yfinance)	36.5%	yfinance options
HV 30d	33.1%	computed
Beta	0.113	yfinance
Revenue Growth	0.3%	yfinance
Gross Margin	9.9%	yfinance
Operating Margin	11.0%	yfinance
FCF	$3.99B	yfinance
ROE (ref)	67.6%	yfinance
ROA (ref)	7.2%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	276.37	yfinance
Current Ratio	1.14	yfinance
EPS Trailing	20.67	yfinance
EPS Forward	32.08	yfinance
Earnings Growth	-11.5%	yfinance
Fwd P/E	16.31	yfinance
PEG Ratio	1.11	yfinance
EV/EBITDA	17.44	yfinance
P/S Ratio	1.61	yfinance
P/B Ratio (ref)	16.07	yfinance
Analyst Target	$615.7368	yfinance
Near-term ATM OI	1,687	~45d chain
LEAPS ATM OI	2,446	~557d chain
Near-term Spread %	19.7%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-07-23	yfinance
Worst 1-Day Drop	-10.8%	price history
>5% Drop Days	1	price history
RSI 14	50.2	computed
MACD	0.35	computed
ADX 14	17.00	computed
Relative Volume	0.48	computed
52W High	$692.0	yfinance
52W Low	$410.11	yfinance
1Y Return	+14.9%	yfinance

▬ NEUTRAL

Indicators are mixed with no strong directional bias.

90-Day Price

Price

$523.22

Market Cap

$120.6B

P/E (TTM)

25.31x

Fwd P/E

16.31x

Revenue

$75.11B

Rev Growth

0.3%

Gross Margin

9.9%

EPS (TTM)

20.67

30d IV

31.6% (58th pctl)

IV Source

IBKR Live

HV (30d)

33.1%

Beta

0.11

Worst Day

-10.8%

52W Range

$410.11-$692.0

1Y Return

+14.9%

FCF

$3.99B

Next Earnings

2026-07-23

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcyPfXxsgKEJPFsttwCEa'}

Technicals

Current Price$523.22

50 DMA519.26 (above)

200 DMA536.45 (below)

RSI (14)50.2 (neutral)

Stochastic RSI60

MACD0.353 (signal: -1.455)

ADX (14)17 (no trend / ranging)

Bollinger (20,2)487.33 / 521.1 / 554.87

BB %B53.1%

Relative Volume0.48x

% From 52W High-24.4%

Support Levels

$510.10

$493.55

$470.82

Resistance Levels

$537.69

$550.99

$636.39

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

Disclaimer: This report is auto-generated for informational purposes only. Verdicts and conviction scores are computed by a deterministic quantitative scoring engine (4-pillar model with hard gates). Narrative sections are generated by Anthropic Claude and may contain errors. Fundamental data from Yahoo Finance. IV data from IBKR (where available) or Yahoo Finance options. All data subject to delays. Options trading involves substantial risk. Always do your own due diligence.