JPM Brief — Fiscal Wizard

Fundamentals

32.4

EDGAR + yfinance fundamentals, percentile-ranked within the universe.

Valuation 62.5

Above-average Valuation — more positives than negatives in this section.

Metric	Weight	Raw	Score
EV/EBITDA ↓	1.00	—	—
EV/FCF ↓	1.00	—	—
EV/Sales ↓ Premium revenue multiple even after netting cash - usually high gross-margin businesses.	1.00	5.7104	50.0
P/B ↓ Market values the franchise far above its book equity - common for branded consumer or software businesses.	1.00	2.3857	50.0
P/E (TTM) ↓ Investors are paying a premium relative to current earnings, betting on growth, margin expansion, or perceived quality.	1.00	14.6611	100.0
P/S Ratio ↓ Market is paying up for revenue - implicitly betting on margin expansion or revenue growth.	1.00	4.4980	50.0
PEG ↓	1.00	—	—

Profitability 18.8

Weak Profitability — most metrics in this section are scoring below the universe median.

Metric	Weight	Raw	Score
Asset Turnover ↑ Revenue compounds quickly off the asset base - retail and asset-light services run high here.	1.00	0.0412	50.0
Cash Conversion ↑ Earnings exceed cash - common late-cycle warning when receivables and inventories are building.	1.00	-2.5905	0.0
FCF Margin ↑ Revenue isn't translating into cash - either capex is heavy or working capital is consuming it.	1.00	-81.0000	0.0
Free Cash Flow Yield ↑ Most of the expected return has to come from growth or multiple expansion, not current cash.	1.00	-18.0078	0.0
Gross Margin ↑	1.00	—	—
Net Margin ↑ Strong all-in profitability after every expense category.	1.00	31.2683	50.0
OCF to Net Income ↑ Net income running ahead of operating cash - check accruals (receivables, deferred revenue, inventories).	1.00	-2.5905	0.0
Operating Margin ↑	1.00	—	—
ROIC (Greenblatt ROC) ↑	1.00	—	—
Return on Assets ↑ Heavy asset base is needed to generate each dollar of profit - common in capital-intensive industries.	1.00	1.2892	0.0
Return on Equity ↑ Capital is being put to work effectively - sustainable when supported by real economic moats.	1.00	15.7401	50.0

Balance Sheet 0.0

Weak Balance Sheet — most metrics in this section are scoring below the universe median.

Metric	Weight	Raw	Score
Cash Ratio ↑	1.00	—	—
Current Ratio ↑	1.00	—	—
Debt-to-Equity ↓ Conservative balance sheet - lower bankruptcy risk, but may be under-levered for shareholder returns.	1.00	11.2087	0.0
LT Debt-to-Equity ↓	1.00	—	—

Income 75.0

Strong Income — most metrics are scoring well above the universe median.

Metric	Weight	Raw	Score
Dividend Yield ↑ Real income today - sustainability depends on payout ratio and free cash flow coverage.	1.00	1.9591	50.0
Earnings Yield ↑ Earnings stream is large relative to price - attractive when treasury yields are low.	1.00	6.8208	100.0

Composite 0.0

Weak Composite — most metrics in this section are scoring below the universe median.

Metric	Weight	Raw	Score
Altman Z-Score ↑	1.00	—	—
Piotroski F-Score ↑ Fundamentals deteriorating across the board - turnaround story or value trap.	1.00	1.0000	0.0
Sloan Ratio ↓ Cash outpacing net income - usually fine, sometimes a sign of conservatism or a one-time working-capital release.	1.00	0.0463	0.0

Technicals

Recency-weighted directional read across 27 fiscal_wizard signals.

Momentum 56.9

Above-average Momentum — more positives than negatives in this section.

Signal	Last trigger	60d hits	Weight	Score
Connors RSI(2) Active pullback-buy in an established uptrend — price bouncing off a 2-period oversold reading.	↑ 9d ago	13	1.00	81.9
MACD Divergence MACD histogram printing higher lows beneath lower lows in price — reversal-up tell.	↑ 28d ago	2	1.00	62.3
RSI Divergence Momentum strengthening even as price prints lower lows — a reversal-up tell.	↑ 28d ago	2	1.00	62.3
Stochastic Cross %K crossed down through %D from overbought — short-term sell trigger.	↓ 11d ago	2	1.00	21.2

Trend 57.7

Above-average Trend — more positives than negatives in this section.

Signal	Last trigger	60d hits	Weight	Score
ADX Trend Weakness ADX below threshold — trend is weak, prefer mean-reversion to trend strategies right now.	↑ today	18	1.00	100.0
Donchian Breakout Active long breakout state — close above the N-day highest high.	↑ today	50	1.00	100.0
Ichimoku Full Ichimoku bear setup — price below cloud, tenkan under kijun, cloud projecting red.	↓ 52d ago	1	1.00	46.3
MA Crossover Fast MA below slow MA — bearish bias state held.	↓ today	7	1.00	0.0
Parabolic SAR Flip SAR flipped from below to above price — switch to short bias.	↓ today	7	1.00	0.0
Regime Filter Price above the long-term MA — bullish regime, gate longs on.	↑ today	37	1.00	100.0

Price Action 64.5

Above-average Price Action — more positives than negatives in this section.

Signal	Last trigger	60d hits	Weight	Score
Doji Indecision candle after a downtrend — buyers and sellers in balance, watch for follow-through.	↑ 21d ago	3	1.00	67.5
Double 7s Active Connors Double-7 pullback in an uptrend — buy the 7-day low, sell the 7-day high.	↑ today	51	1.00	100.0
Engulfing Up candle fully engulfed the prior down body after a downtrend — reversal-up tell.	↑ 5d ago	4	1.00	88.9
Fibonacci Retracement Price interacted with a key Fibonacci level on its way up — likely springboard or resistance to clear.	↑ today	60	1.00	100.0
Head and Shoulders Standard H&S confirmed — three-peak topping pattern that broke its neckline down.	↓ 5d ago	3	1.00	11.1
MA Rejection Price tagged a key MA and rolled — moving average held as resistance.	↓ 22d ago	16	1.00	33.4
Multi Top/Bottom Price retested a prior low and held — multi-bottom support confirmed.	↑ yesterday	12	1.00	97.6
Pin Bar No pin-bar rejection in the recent window.	↓ 104d ago	0	1.00	49.7
Star Morning star printed at a low — small-body middle bar bridged a down day and a strong up day.	↑ 50d ago	1	1.00	54.1
Sushi Roll Outside-range bar after a downtrend closed up — reversal-up reversal pattern.	↑ 19d ago	2	1.00	69.3
Trendline Break Decisive close above a downward trendline — resistance line gave way.	↑ yesterday	6	1.00	97.6
Wedge Pattern Rising wedge resolved down — compression broke in favor of sellers.	↓ 2d ago	24	1.00	4.8

Volume 70.0

Above-average Volume — more positives than negatives in this section.

Signal	Last trigger	60d hits	Weight	Score
Declining Volume Decline running on falling volume — sellers losing conviction, reversal candidate.	↑ yesterday	32	1.00	97.6
OBV Divergence Accumulation strengthening even as price breaks lower — smart money may be early to a turn.	↑ 28d ago	1	1.00	62.3
Volume Climax No climax bar in the recent window; volume profile is unremarkable.	↑ 158d ago	0	1.00	50.0

Volatility 18.8

Weak Volatility — most metrics in this section are scoring below the universe median.

Signal	Last trigger	60d hits	Weight	Score
Bollinger Mean Reversion Active short mean-reversion held — price tagged the upper band, exits at the midline.	↓ 4d ago	26	1.00	9.1
Bollinger Reentry Price closed back inside the bands from above — short-term reversion-short signal.	↓ 17d ago	2	1.00	28.6