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miscusi
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adaption-market-analysis-sec

id stringlengths 14 28	task_family stringclasses 18 values	instruction stringlengths 31 815	response stringlengths 136 531	cik int64 1.8k 2.1M	ticker stringlengths 1 7	company stringlengths 4 57	split stringclasses 1 value	source stringclasses 1 value
mkt-premise_check-00000	premise_check	If revenue and profit both rose, there's nothing to worry about.	Not necessarily. Both can rise while the business deteriorates: an acquisition adds revenue and earnings regardless of whether the underlying business grew, and one-off gains flow through profit. Check organic growth and whether earnings converted to cash.	41,719	MAGN	Magnera Corporation	train	SEC EDGAR XBRL company facts
mkt-premise_check-00002	premise_check	If two companies have the same P/E they're equally valued.	No. The same multiple on different growth rates, capital intensity and earnings quality is not the same valuation. It also depends on what sits in 'E' — one-offs, tax position and accounting choices all move it. Identical multiples more often mean the businesses differ than that they are priced alike.	826,154	ORRF	Orrstown Financial Services, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00003	premise_check	A dividend increase always signals management confidence.	Not necessarily. Sometimes, but it is also what a company does when it has no better use for the cash, and occasionally what it does to defend a share price. A rising dividend funded by borrowing or by cutting capital expenditure is a warning, not a signal. Check the payout ratio against free cash flow.	1,828,805	ALMU	Aeluma, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00004	premise_check	Quick sanity check — a dividend increase always signals management confidence.	Not necessarily. Sometimes, but it is also what a company does when it has no better use for the cash, and occasionally what it does to defend a share price. A rising dividend funded by borrowing or by cutting capital expenditure is a warning, not a signal. Check the payout ratio against free cash flow.	1,770,561	CODQL	Coronado Global Resources Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00005	premise_check	My colleague says: High EPS growth means the business is growing. True?	Not necessarily. Not necessarily. EPS is net income divided by share count, and buybacks shrink the denominator. EPS can rise for years while net income is flat or falling. Check net income and the diluted share count alongside it — if the share count is falling faster than income, the growth is financial engineeri...	1,178,970	PFS	Provident Financial Services, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00008	premise_check	Quick sanity check — if revenue and profit both rose, there's nothing to worry about.	Not necessarily. Both can rise while the business deteriorates: an acquisition adds revenue and earnings regardless of whether the underlying business grew, and one-off gains flow through profit. Check organic growth and whether earnings converted to cash.	1,649,904	RYTM	Rhythm Pharmaceuticals, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00009	premise_check	A company with no debt is always safer than one with debt, right?	No. Debt-free is not the same as safe. Debt is a claim with a schedule; the risk is whether cash flow covers it. A debt-free company with volatile revenue and thin margins can be far more fragile than a leveraged utility with contracted cash flows. Look at interest cover and the maturity profile, not the presence o...	1,828,318	ENVX	Enovix Corporation	train	SEC EDGAR XBRL company facts
mkt-premise_check-00010	premise_check	High EPS growth means the business is growing. True?	Not necessarily. Not necessarily. EPS is net income divided by share count, and buybacks shrink the denominator. EPS can rise for years while net income is flat or falling. Check net income and the diluted share count alongside it — if the share count is falling faster than income, the growth is financial engineeri...	1,682,220	SCCE	Sachem Capital Corp.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00011	premise_check	Quick sanity check — bigger companies are safer investments.	Not quite. Size buys resilience, not safety. Large firms fail — usually more slowly and with more warning, but they fail. Size also correlates with slower growth and with more of the valuation already reflecting known information.	9,326	BCPC	Balchem Corporation	train	SEC EDGAR XBRL company facts
mkt-premise_check-00012	premise_check	My colleague says: Deferred revenue is money the company has earned.	No. The opposite — it is cash collected for goods or services not yet delivered, and it sits on the balance sheet as a liability. It is often a good leading indicator of future revenue for subscription businesses, but recognising it as earned is exactly the error the accounting standard exists to prevent.	1,024,305	COTY	Coty Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00013	premise_check	Positive operating cash flow means the company is profitable.	Not quite. They are different measures. A company can generate operating cash while reporting losses — depreciation, stock compensation and working capital movements all separate the two. That gap is often the most useful thing in the filing, but it is not profitability.	891,014	MTX	Minerals Technologies Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00014	premise_check	My colleague says: If two companies have the same P/E they're equally valued.	Not quite. The same multiple on different growth rates, capital intensity and earnings quality is not the same valuation. It also depends on what sits in 'E' — one-offs, tax position and accounting choices all move it. Identical multiples more often mean the businesses differ than that they are priced alike.	912,061	NHTC	Natural Health Trends Corp.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00015	premise_check	Quick sanity check — a share buyback always creates shareholder value.	No. Only if the shares are bought below intrinsic value. A buyback at an inflated price transfers value from continuing holders to sellers. Buybacks also frequently offset dilution from stock compensation rather than reducing the share count at all — compare the count before and after, not the money spent.	1,716,770	WAFU	Wah Fu Education Group Ltd.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00016	premise_check	Rising inventory means the company expects more sales.	Not quite. Or that sales did not materialise. Inventory building ahead of demand and inventory building because product is not moving look identical on the balance sheet. Compare inventory growth against revenue growth — inventory outpacing revenue is a warning, and it consumes cash either way.	1,840,572	LUCK	Bowlero Corp.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00017	premise_check	My colleague says: Book value tells you what a company is worth.	Not quite. Book value is a historical-cost accounting figure, not a valuation. It excludes internally generated brands, software and customer relationships entirely, and it carries old acquisitions at prices someone once paid. For asset-heavy businesses it is a reasonable anchor; for most others it is close to mean...	2,023,153	HTLM	Homestolife Ltd	train	SEC EDGAR XBRL company facts
mkt-premise_check-00018	premise_check	Quick sanity check — if the auditor signed off, the numbers must be accurate.	Not quite. An unqualified opinion says the statements are free of material misstatement under the applicable framework — not that every figure is right, and not that the business is sound. Auditors test samples and rely on management representations. Fraud that management conceals frequently survives an audit.	915,389	EMN	Eastman Chemical Co	train	SEC EDGAR XBRL company facts
mkt-premise_check-00019	premise_check	Deferred revenue is money the company has earned.	Not quite. The opposite — it is cash collected for goods or services not yet delivered, and it sits on the balance sheet as a liability. It is often a good leading indicator of future revenue for subscription businesses, but recognising it as earned is exactly the error the accounting standard exists to prevent.	1,613,103	MDT	Medtronic Plc	train	SEC EDGAR XBRL company facts
mkt-premise_check-00021	premise_check	If cash is rising the business must be doing well.	Not necessarily. Cash rises for several reasons, and only one of them is good. It also rises when a company raises debt or equity, sells a division, or stops investing. Look at the cash flow statement: cash from operations is the line that reflects the business.	1,517,175	CHEF	The Chefs’ Warehouse, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00023	premise_check	My colleague says: A restatement is just an accounting technicality.	Not quite. Sometimes. But a restatement means previously issued statements could no longer be relied upon, and the reason matters enormously — a reclassification between line items is minor, while a revenue recognition restatement often is not. Read the 8-K Item 4.02 that discloses it.	93,556	SWK	Stanley Black & Decker, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00025	premise_check	Goodwill on the balance sheet is a real asset we could sell.	No. Goodwill is the premium paid over the fair value of an acquired company's net assets. It cannot be sold separately and it is never amortised, only impaired. A large goodwill balance is a record of past deal prices, and an impairment is management conceding one was too high.	1,078,271	EXTR	Extreme Networks, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00026	premise_check	My colleague says: A share buyback always creates shareholder value.	Not necessarily. Only if the shares are bought below intrinsic value. A buyback at an inflated price transfers value from continuing holders to sellers. Buybacks also frequently offset dilution from stock compensation rather than reducing the share count at all — compare the count before and after, not the money sp...	1,604,464	ATRA	Atara Biotherapeutics, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00028	premise_check	My colleague says: A low P/E always means a stock is undervalued.	Not necessarily. A low multiple usually means the market expects earnings to fall. Cyclical businesses look cheapest at the peak of their cycle, when trailing earnings are highest and about to decline. The multiple is a question about expectations, not an answer about value.	1,325,964	LWLG	Lightwave Logic, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00029	premise_check	My colleague says: If cash is rising the business must be doing well.	Not quite. Cash rises for several reasons, and only one of them is good. It also rises when a company raises debt or equity, sells a division, or stops investing. Look at the cash flow statement: cash from operations is the line that reflects the business.	1,897,245	HWH	Hwh International Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00031	premise_check	Quick sanity check — a company that beat analyst estimates had a good quarter.	Not necessarily. Beating a consensus says the quarter exceeded expectations, which management has an interest in shaping downward. Estimates are also frequently revised toward guidance shortly before results. Read the absolute numbers and the year-over-year change before the beat.	1,109,138	CAMT	Camtek Ltd.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00032	premise_check	My colleague says: Bigger companies are safer investments.	Not necessarily. Size buys resilience, not safety. Large firms fail — usually more slowly and with more warning, but they fail. Size also correlates with slower growth and with more of the valuation already reflecting known information.	842,162	LEA	Lear Corp	train	SEC EDGAR XBRL company facts
mkt-premise_check-00033	premise_check	A low P/E always means a stock is undervalued.	No. A low multiple usually means the market expects earnings to fall. Cyclical businesses look cheapest at the peak of their cycle, when trailing earnings are highest and about to decline. The multiple is a question about expectations, not an answer about value.	1,380,106	RPID	Rapid Micro Biosystems, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00034	premise_check	My colleague says: Positive operating cash flow means the company is profitable.	Not necessarily. They are different measures. A company can generate operating cash while reporting losses — depreciation, stock compensation and working capital movements all separate the two. That gap is often the most useful thing in the filing, but it is not profitability.	1,386,278	GDOT	Green Dot Corp	train	SEC EDGAR XBRL company facts
mkt-premise_check-00035	premise_check	Quick sanity check — positive operating cash flow means the company is profitable.	No. They are different measures. A company can generate operating cash while reporting losses — depreciation, stock compensation and working capital movements all separate the two. That gap is often the most useful thing in the filing, but it is not profitability.	1,838,359	RGTIW	Rigetti Computing, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00036	premise_check	Quick sanity check — a company with no debt is always safer than one with debt, right?	No. Debt-free is not the same as safe. Debt is a claim with a schedule; the risk is whether cash flow covers it. A debt-free company with volatile revenue and thin margins can be far more fragile than a leveraged utility with contracted cash flows. Look at interest cover and the maturity profile, not the presence o...	1,414,953	MOJO	Equator Beverage Company	train	SEC EDGAR XBRL company facts
mkt-premise_check-00037	premise_check	My colleague says: A dividend increase always signals management confidence.	No. Sometimes, but it is also what a company does when it has no better use for the cash, and occasionally what it does to defend a share price. A rising dividend funded by borrowing or by cutting capital expenditure is a warning, not a signal. Check the payout ratio against free cash flow.	1,114,483	ITGR	Integer Holdings Corporation	train	SEC EDGAR XBRL company facts
mkt-premise_check-00038	premise_check	Bigger companies are safer investments.	Not quite. Size buys resilience, not safety. Large firms fail — usually more slowly and with more warning, but they fail. Size also correlates with slower growth and with more of the valuation already reflecting known information.	1,126,328	PFG	Principal Financial Group, Inc	train	SEC EDGAR XBRL company facts
mkt-premise_check-00039	premise_check	Quick sanity check — companies with high gross margins are always more profitable.	Not necessarily. Gross margin sits above operating expenses. A software company at 80% gross margin that spends 90% of revenue on sales and R&D is lossmaking; a distributor at 15% can be reliably profitable. Gross margin describes pricing power, not profitability — read the operating line for that.	887,343	COLB	Columbia Banking System, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00040	premise_check	A share buyback always creates shareholder value.	No. Only if the shares are bought below intrinsic value. A buyback at an inflated price transfers value from continuing holders to sellers. Buybacks also frequently offset dilution from stock compensation rather than reducing the share count at all — compare the count before and after, not the money spent.	1,177,702	SAIA	Saia, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00041	premise_check	Quick sanity check — a restatement is just an accounting technicality.	Not quite. Sometimes. But a restatement means previously issued statements could no longer be relied upon, and the reason matters enormously — a reclassification between line items is minor, while a revenue recognition restatement often is not. Read the 8-K Item 4.02 that discloses it.	1,690,820	CVNA	Carvana Co.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00042	premise_check	Quick sanity check — if two companies have the same P/E they're equally valued.	Not quite. The same multiple on different growth rates, capital intensity and earnings quality is not the same valuation. It also depends on what sits in 'E' — one-offs, tax position and accounting choices all move it. Identical multiples more often mean the businesses differ than that they are priced alike.	78,128	WTRG	Essential Utilities, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00043	premise_check	Book value tells you what a company is worth.	No. Book value is a historical-cost accounting figure, not a valuation. It excludes internally generated brands, software and customer relationships entirely, and it carries old acquisitions at prices someone once paid. For asset-heavy businesses it is a reasonable anchor; for most others it is close to meaningless...	1,279,620	ZDPY	Zoned Properties, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00045	premise_check	My colleague says: If the auditor signed off, the numbers must be accurate.	Not necessarily. An unqualified opinion says the statements are free of material misstatement under the applicable framework — not that every figure is right, and not that the business is sound. Auditors test samples and rely on management representations. Fraud that management conceals frequently survives an aud...	1,921,963	ATMU	Atmus Filtration Technologies Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00046	premise_check	If the auditor signed off, the numbers must be accurate.	Not necessarily. An unqualified opinion says the statements are free of material misstatement under the applicable framework — not that every figure is right, and not that the business is sound. Auditors test samples and rely on management representations. Fraud that management conceals frequently survives an aud...	913,142	BDC	Belden Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00047	premise_check	My colleague says: Goodwill on the balance sheet is a real asset we could sell.	Not quite. Goodwill is the premium paid over the fair value of an acquired company's net assets. It cannot be sold separately and it is never amortised, only impaired. A large goodwill balance is a record of past deal prices, and an impairment is management conceding one was too high.	1,557,798	CIIT	Tianci International, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00048	premise_check	My colleague says: A company with no debt is always safer than one with debt, right?	Not quite. Debt-free is not the same as safe. Debt is a claim with a schedule; the risk is whether cash flow covers it. A debt-free company with volatile revenue and thin margins can be far more fragile than a leveraged utility with contracted cash flows. Look at interest cover and the maturity profile, not the pre...	1,759,509	LYFT	Lyft, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00049	premise_check	Quick sanity check — if cash is rising the business must be doing well.	Not quite. Cash rises for several reasons, and only one of them is good. It also rises when a company raises debt or equity, sells a division, or stops investing. Look at the cash flow statement: cash from operations is the line that reflects the business.	822,370	EMMA	Emmaus Life Sciences, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00051	premise_check	Quick sanity check — book value tells you what a company is worth.	Not quite. Book value is a historical-cost accounting figure, not a valuation. It excludes internally generated brands, software and customer relationships entirely, and it carries old acquisitions at prices someone once paid. For asset-heavy businesses it is a reasonable anchor; for most others it is close to mean...	1,504,678	LOOP	Loop Industries, Inc.	train	SEC EDGAR XBRL company facts
mkt-premise_check-00052	premise_check	My colleague says: If revenue and profit both rose, there's nothing to worry about.	Not necessarily. Both can rise while the business deteriorates: an acquisition adds revenue and earnings regardless of whether the underlying business grew, and one-off gains flow through profit. Check organic growth and whether earnings converted to cash.	2,030,954	XHLD	Ten Holdings, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00054	fundamental_lookup	From Kuber Resources Corporation (KUBR)'s SEC filings (CIK 1081834): FY2021: Total assets $57K FY2022: Total assets $1.3M Pull Kuber Resources Corporation (KUBR) total assets for 2022.	$1.3M That compares with $57K in FY2021, a change of +2098.7%. Source: Kuber Resources Corporation's XBRL facts as filed with the SEC (CIK 1081834), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,081,834	KUBR	Kuber Resources Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00055	fundamental_lookup	From Terawulf Inc. (WULF)'s SEC filings (CIK 1083301): FY2024: Net income -$72.4M FY2025: Net income -$661.4M Pull Terawulf Inc. (WULF) net income for 2025.	-$661.4M That compares with -$72.4M in FY2024, a change of -813.3%. Source: Terawulf Inc.'s XBRL facts as filed with the SEC (CIK 1083301), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,083,301	WULF	Terawulf Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00056	fundamental_lookup	From Candel Therapeutics, Inc. (CADL)'s SEC filings (CIK 1841387): FY2022: Total assets $77.7M FY2023: Total assets $41.2M Pull Candel Therapeutics, Inc. (CADL) total assets for 2023.	$41.2M That compares with $77.7M in FY2022, a change of -47.0%. Source: Candel Therapeutics, Inc.'s XBRL facts as filed with the SEC (CIK 1841387), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,841,387	CADL	Candel Therapeutics, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00057	fundamental_lookup	From Corsair Gaming, Inc. (CRSR)'s SEC filings (CIK 1743759): FY2024: Revenue $1.32B FY2025: Revenue $1.47B Pull Corsair Gaming, Inc. (CRSR) revenue for 2025.	$1.47B That compares with $1.32B in FY2024, a change of +11.9%. Source: Corsair Gaming, Inc.'s XBRL facts as filed with the SEC (CIK 1743759), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,743,759	CRSR	Corsair Gaming, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00058	fundamental_lookup	From Evoair Holdings Inc. (EVOH)'s SEC filings (CIK 1700844): FY2022: Net income -$5.2M FY2023: Net income -$6.1M Pull Evoair Holdings Inc. (EVOH) net income for 2023.	-$6.1M That compares with -$5.2M in FY2022, a change of -15.8%. Source: Evoair Holdings Inc.'s XBRL facts as filed with the SEC (CIK 1700844), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,700,844	EVOH	Evoair Holdings Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00059	fundamental_lookup	From Sohu.Com Limited (SOHU)'s SEC filings (CIK 1734107): FY2023: Revenue $600.7M FY2024: Revenue $598.4M Pull Sohu.Com Limited (SOHU) revenue for 2024.	$598.4M That compares with $600.7M in FY2023, a change of -0.4%. Source: Sohu.Com Limited's XBRL facts as filed with the SEC (CIK 1734107), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,734,107	SOHU	Sohu.Com Limited	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00060	fundamental_lookup	From General Cannabis Corp (CANN)'s SEC filings (CIK 1477009): FY2021: Total assets $22.0M FY2022: Total assets $31.7M How much total assets did General Cannabis Corp report in 2022?	$31.7M That compares with $22.0M in FY2021, a change of +43.9%. Source: General Cannabis Corp's XBRL facts as filed with the SEC (CIK 1477009), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,477,009	CANN	General Cannabis Corp	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00061	fundamental_lookup	From Flexsteel Industries, Inc. (FLXS)'s SEC filings (CIK 37472): FY2023: Cash and equivalents $3.3M FY2024: Cash and equivalents $11.8M Pull Flexsteel Industries, Inc. (FLXS) cash and equivalents for 2024.	$11.8M That compares with $3.3M in FY2023, a change of +255.9%. Source: Flexsteel Industries, Inc.'s XBRL facts as filed with the SEC (CIK 37472), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	37,472	FLXS	Flexsteel Industries, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00062	fundamental_lookup	From Emergent Biosolutions Inc. (EBS)'s SEC filings (CIK 1367644): FY2024: Total assets $1.39B FY2025: Total assets $1.32B Pull Emergent Biosolutions Inc. (EBS) total assets for 2025.	$1.32B That compares with $1.39B in FY2024, a change of -5.1%. Source: Emergent Biosolutions Inc.'s XBRL facts as filed with the SEC (CIK 1367644), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,367,644	EBS	Emergent Biosolutions Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00063	fundamental_lookup	From United Health Products, Inc. (UEEC)'s SEC filings (CIK 1096938): FY2021: Cash and equivalents $22K How much cash and equivalents did United Health Products, Inc. report in 2021?	$22K Source: United Health Products, Inc.'s XBRL facts as filed with the SEC (CIK 1096938), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,096,938	UEEC	United Health Products, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00064	fundamental_lookup	From Repay Holdings Corporation (RPAY)'s SEC filings (CIK 1720592): FY2021: Total assets $1.69B FY2022: Total assets $1.63B How much total assets did Repay Holdings Corporation report in 2022?	$1.63B That compares with $1.69B in FY2021, a change of -3.5%. Source: Repay Holdings Corporation's XBRL facts as filed with the SEC (CIK 1720592), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,720,592	RPAY	Repay Holdings Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00065	fundamental_lookup	From Healthcare Services Group, Inc. (HCSG)'s SEC filings (CIK 731012): FY2022: Cash and equivalents $26.3M Pull Healthcare Services Group, Inc. (HCSG) cash and equivalents for 2022.	$26.3M Source: Healthcare Services Group, Inc.'s XBRL facts as filed with the SEC (CIK 731012), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	731,012	HCSG	Healthcare Services Group, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00066	fundamental_lookup	From Acuity Brands, Inc (AYI)'s SEC filings (CIK 1144215): FY2024: Total assets $3.86B FY2025: Total assets $4.65B What was Acuity Brands, Inc (AYI)'s total assets in FY2025?	$4.65B That compares with $3.86B in FY2024, a change of +20.4%. Source: Acuity Brands, Inc's XBRL facts as filed with the SEC (CIK 1144215), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,144,215	AYI	Acuity Brands, Inc	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00067	fundamental_lookup	From Power Integrations, Inc. (POWI)'s SEC filings (CIK 833640): FY2024: Revenue $419.0M FY2025: Revenue $443.5M How much revenue did Power Integrations, Inc. report in 2025?	$443.5M That compares with $419.0M in FY2024, a change of +5.9%. Source: Power Integrations, Inc.'s XBRL facts as filed with the SEC (CIK 833640), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	833,640	POWI	Power Integrations, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00068	fundamental_lookup	From Marimed Inc. (MRMD)'s SEC filings (CIK 1522767): FY2023: Revenue $148.6M FY2024: Revenue $157.7M What was Marimed Inc. (MRMD)'s revenue in FY2024?	$157.7M That compares with $148.6M in FY2023, a change of +6.1%. Source: Marimed Inc.'s XBRL facts as filed with the SEC (CIK 1522767), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,522,767	MRMD	Marimed Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00069	fundamental_lookup	From Lifetime Brands, Inc. (LCUT)'s SEC filings (CIK 874396): FY2023: Total assets $667.1M FY2024: Total assets $634.3M How much total assets did Lifetime Brands, Inc. report in 2024?	$634.3M That compares with $667.1M in FY2023, a change of -4.9%. Source: Lifetime Brands, Inc.'s XBRL facts as filed with the SEC (CIK 874396), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	874,396	LCUT	Lifetime Brands, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00070	fundamental_lookup	From A-Mark Precious Metals, Inc. (GOLD)'s SEC filings (CIK 1591588): FY2021: Shareholders' equity $403.2M How much shareholders' equity did A-Mark Precious Metals, Inc. report in 2021?	$403.2M Source: A-Mark Precious Metals, Inc.'s XBRL facts as filed with the SEC (CIK 1591588), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,591,588	GOLD	A-Mark Precious Metals, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00071	fundamental_lookup	From Beyond Meat, Inc. (BYND)'s SEC filings (CIK 1655210): FY2023: Net income -$338.1M FY2024: Net income -$160.3M How much net income did Beyond Meat, Inc. report in 2024?	-$160.3M That compares with -$338.1M in FY2023, a change of +52.6%. Source: Beyond Meat, Inc.'s XBRL facts as filed with the SEC (CIK 1655210), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,655,210	BYND	Beyond Meat, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00072	fundamental_lookup	From Elauwit Connection, Inc. (ELWT)'s SEC filings (CIK 2063863): FY2024: Cash and equivalents $287K FY2025: Cash and equivalents $6.2M How much cash and equivalents did Elauwit Connection, Inc. report in 2025?	$6.2M That compares with $287K in FY2024, a change of +2044.3%. Source: Elauwit Connection, Inc.'s XBRL facts as filed with the SEC (CIK 2063863), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	2,063,863	ELWT	Elauwit Connection, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00073	fundamental_lookup	From Safehold Inc. (SAFE)'s SEC filings (CIK 1095651): FY2024: Net income $105.8M FY2025: Net income $114.5M What was Safehold Inc. (SAFE)'s net income in FY2025?	$114.5M That compares with $105.8M in FY2024, a change of +8.2%. Source: Safehold Inc.'s XBRL facts as filed with the SEC (CIK 1095651), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,095,651	SAFE	Safehold Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00074	fundamental_lookup	From Op Bancorp (OPBK)'s SEC filings (CIK 1722010): FY2021: Total assets $1.73B FY2022: Total assets $2.09B What was Op Bancorp (OPBK)'s total assets in FY2022?	$2.09B That compares with $1.73B in FY2021, a change of +21.3%. Source: Op Bancorp's XBRL facts as filed with the SEC (CIK 1722010), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,722,010	OPBK	Op Bancorp	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00075	fundamental_lookup	From Magnachip Semiconductor Corporation (MX)'s SEC filings (CIK 1325702): FY2022: Revenue $337.7M FY2023: Revenue $230.1M What was Magnachip Semiconductor Corporation (MX)'s revenue in FY2023?	$230.1M That compares with $337.7M in FY2022, a change of -31.9%. Source: Magnachip Semiconductor Corporation's XBRL facts as filed with the SEC (CIK 1325702), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,325,702	MX	Magnachip Semiconductor Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00076	fundamental_lookup	From Corcept Therapeutics Inc (CORT)'s SEC filings (CIK 1088856): FY2023: Revenue $482.4M FY2024: Revenue $675.0M Pull Corcept Therapeutics Inc (CORT) revenue for 2024.	$675.0M That compares with $482.4M in FY2023, a change of +39.9%. Source: Corcept Therapeutics Inc's XBRL facts as filed with the SEC (CIK 1088856), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,088,856	CORT	Corcept Therapeutics Inc	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00077	fundamental_lookup	From Castle Biosciences, Inc. (CSTL)'s SEC filings (CIK 1447362): FY2021: Total assets $462.6M FY2022: Total assets $447.3M What was Castle Biosciences, Inc. (CSTL)'s total assets in FY2022?	$447.3M That compares with $462.6M in FY2021, a change of -3.3%. Source: Castle Biosciences, Inc.'s XBRL facts as filed with the SEC (CIK 1447362), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,447,362	CSTL	Castle Biosciences, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00078	fundamental_lookup	From Lennox International Inc. (LII)'s SEC filings (CIK 1069202): FY2021: Shareholders' equity -$269.0M FY2022: Shareholders' equity -$203.1M What was Lennox International Inc. (LII)'s shareholders' equity in FY2022?	-$203.1M That compares with -$269.0M in FY2021, a change of +24.5%. Source: Lennox International Inc.'s XBRL facts as filed with the SEC (CIK 1069202), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,069,202	LII	Lennox International Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00079	fundamental_lookup	From Arista Networks, Inc. (ANET)'s SEC filings (CIK 1596532): FY2021: Shareholders' equity $3.98B FY2022: Shareholders' equity $4.89B How much shareholders' equity did Arista Networks, Inc. report in 2022?	$4.89B That compares with $3.98B in FY2021, a change of +22.8%. Source: Arista Networks, Inc.'s XBRL facts as filed with the SEC (CIK 1596532), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,596,532	ANET	Arista Networks, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00080	fundamental_lookup	From Icf International, Inc. (ICFI)'s SEC filings (CIK 1362004): FY2021: Cash and equivalents $8.3M Pull Icf International, Inc. (ICFI) cash and equivalents for 2021.	$8.3M Source: Icf International, Inc.'s XBRL facts as filed with the SEC (CIK 1362004), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,362,004	ICFI	Icf International, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00081	fundamental_lookup	From Stanley Black & Decker, Inc. (SWK)'s SEC filings (CIK 93556): FY2022: Net income $1.06B FY2023: Net income -$310.5M How much net income did Stanley Black & Decker, Inc. report in 2023?	-$310.5M Source: Stanley Black & Decker, Inc.'s XBRL facts as filed with the SEC (CIK 93556), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	93,556	SWK	Stanley Black & Decker, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00083	fundamental_lookup	From Blackline, Inc. (BL)'s SEC filings (CIK 1666134): FY2021: Total assets $1.82B FY2022: Total assets $1.94B How much total assets did Blackline, Inc. report in 2022?	$1.94B That compares with $1.82B in FY2021, a change of +6.9%. Source: Blackline, Inc.'s XBRL facts as filed with the SEC (CIK 1666134), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,666,134	BL	Blackline, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00084	fundamental_lookup	From Mongodb, Inc. (MDB)'s SEC filings (CIK 1441816): FY2022: Total assets $2.59B FY2023: Total assets $2.87B What was Mongodb, Inc. (MDB)'s total assets in FY2023?	$2.87B That compares with $2.59B in FY2022, a change of +10.8%. Source: Mongodb, Inc.'s XBRL facts as filed with the SEC (CIK 1441816), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,441,816	MDB	Mongodb, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00085	fundamental_lookup	From Associated Banc-Corp (ASB-PF)'s SEC filings (CIK 7789): FY2022: Revenue $1.24B FY2023: Revenue $1.10B Pull Associated Banc-Corp (ASB-PF) revenue for 2023.	$1.10B That compares with $1.24B in FY2022, a change of -11.0%. Source: Associated Banc-Corp's XBRL facts as filed with the SEC (CIK 7789), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	7,789	ASB-PF	Associated Banc-Corp	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00086	fundamental_lookup	From Maui Land & Pineapple Company, Inc. (MLP)'s SEC filings (CIK 63330): FY2022: Shareholders' equity $33.8M FY2023: Shareholders' equity $34.7M What was Maui Land & Pineapple Company, Inc. (MLP)'s shareholders' equity in FY2023?	$34.7M That compares with $33.8M in FY2022, a change of +2.8%. Source: Maui Land & Pineapple Company, Inc.'s XBRL facts as filed with the SEC (CIK 63330), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	63,330	MLP	Maui Land & Pineapple Company, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00087	fundamental_lookup	From American Eagle Outfitters, Inc. (AEO)'s SEC filings (CIK 919012): FY2022: Shareholders' equity $1.60B FY2023: Shareholders' equity $1.74B What was American Eagle Outfitters, Inc. (AEO)'s shareholders' equity in FY2023?	$1.74B That compares with $1.60B in FY2022, a change of +8.6%. Source: American Eagle Outfitters, Inc.'s XBRL facts as filed with the SEC (CIK 919012), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	919,012	AEO	American Eagle Outfitters, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00088	fundamental_lookup	From Nextera Energy Partners, Lp (XIFR)'s SEC filings (CIK 1603145): FY2024: Total assets $20.29B FY2025: Total assets $19.59B Pull Nextera Energy Partners, Lp (XIFR) total assets for 2025.	$19.59B That compares with $20.29B in FY2024, a change of -3.4%. Source: Nextera Energy Partners, Lp's XBRL facts as filed with the SEC (CIK 1603145), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,603,145	XIFR	Nextera Energy Partners, Lp	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00089	fundamental_lookup	From Artificial Intelligence Technology Solutions Inc. (AITX)'s SEC filings (CIK 1498148): FY2023: Total assets $7.1M FY2024: Total assets $9.8M Pull Artificial Intelligence Technology Solutions Inc. (AITX) total assets for 2024.	$9.8M That compares with $7.1M in FY2023, a change of +37.3%. Source: Artificial Intelligence Technology Solutions Inc.'s XBRL facts as filed with the SEC (CIK 1498148), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,498,148	AITX	Artificial Intelligence Technology Solutions Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00090	fundamental_lookup	From Ebang International Holdings Inc. (EBON)'s SEC filings (CIK 1799290): FY2022: Net income -$43.9M FY2023: Net income -$36.8M Pull Ebang International Holdings Inc. (EBON) net income for 2023.	-$36.8M That compares with -$43.9M in FY2022, a change of +16.2%. Source: Ebang International Holdings Inc.'s XBRL facts as filed with the SEC (CIK 1799290), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,799,290	EBON	Ebang International Holdings Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00091	fundamental_lookup	From Sun Communities, Inc (SUI)'s SEC filings (CIK 912593): FY2024: Net income $103.6M FY2025: Net income $1.41B How much net income did Sun Communities, Inc report in 2025?	$1.41B That compares with $103.6M in FY2024, a change of +1264.8%. Source: Sun Communities, Inc's XBRL facts as filed with the SEC (CIK 912593), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	912,593	SUI	Sun Communities, Inc	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00092	fundamental_lookup	From Kura Sushi Usa, Inc. (KRUS)'s SEC filings (CIK 1772177): FY2022: Total assets $204.4M FY2023: Total assets $309.3M Pull Kura Sushi Usa, Inc. (KRUS) total assets for 2023.	$309.3M That compares with $204.4M in FY2022, a change of +51.3%. Source: Kura Sushi Usa, Inc.'s XBRL facts as filed with the SEC (CIK 1772177), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,772,177	KRUS	Kura Sushi Usa, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00094	fundamental_lookup	From Agba Group Holding Ltd. (ILLRW)'s SEC filings (CIK 1769624): FY2023: Revenue $54.2M FY2024: Revenue $27.5M Pull Agba Group Holding Ltd. (ILLRW) revenue for 2024.	$27.5M That compares with $54.2M in FY2023, a change of -49.3%. Source: Agba Group Holding Ltd.'s XBRL facts as filed with the SEC (CIK 1769624), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,769,624	ILLRW	Agba Group Holding Ltd.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00095	fundamental_lookup	From Valvoline Inc (VVV)'s SEC filings (CIK 1674910): FY2022: Shareholders' equity $289.3M FY2023: Shareholders' equity $64.8M What was Valvoline Inc (VVV)'s shareholders' equity in FY2023?	$64.8M That compares with $289.3M in FY2022, a change of -77.6%. Source: Valvoline Inc's XBRL facts as filed with the SEC (CIK 1674910), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,674,910	VVV	Valvoline Inc	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00096	fundamental_lookup	From Broadcom Inc. (AVGO)'s SEC filings (CIK 1730168): FY2022: Revenue $33.20B FY2023: Revenue $35.82B What was Broadcom Inc. (AVGO)'s revenue in FY2023?	$35.82B That compares with $33.20B in FY2022, a change of +7.9%. Source: Broadcom Inc.'s XBRL facts as filed with the SEC (CIK 1730168), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,730,168	AVGO	Broadcom Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00097	fundamental_lookup	From Kaiser Aluminum Corporation (KALU)'s SEC filings (CIK 811596): FY2023: Cash and equivalents $82.4M FY2024: Cash and equivalents $18.4M How much cash and equivalents did Kaiser Aluminum Corporation report in 2024?	$18.4M That compares with $82.4M in FY2023, a change of -77.7%. Source: Kaiser Aluminum Corporation's XBRL facts as filed with the SEC (CIK 811596), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	811,596	KALU	Kaiser Aluminum Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00098	fundamental_lookup	From Forward Air Corporation (FWRD)'s SEC filings (CIK 912728): FY2021: Net income $106.0M FY2022: Net income $193.0M Pull Forward Air Corporation (FWRD) net income for 2022.	$193.0M That compares with $106.0M in FY2021, a change of +82.1%. Source: Forward Air Corporation's XBRL facts as filed with the SEC (CIK 912728), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	912,728	FWRD	Forward Air Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00099	fundamental_lookup	From Xchg Limited (XCH)'s SEC filings (CIK 1979887): FY2023: Shareholders' equity -$30.0M FY2024: Shareholders' equity $29.5M How much shareholders' equity did Xchg Limited report in 2024?	$29.5M Source: Xchg Limited's XBRL facts as filed with the SEC (CIK 1979887), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,979,887	XCH	Xchg Limited	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00100	fundamental_lookup	From Thor Industries, Inc. (THO)'s SEC filings (CIK 730263): FY2022: Net income $1.14B FY2023: Net income $374.3M Pull Thor Industries, Inc. (THO) net income for 2023.	$374.3M That compares with $1.14B in FY2022, a change of -67.1%. Source: Thor Industries, Inc.'s XBRL facts as filed with the SEC (CIK 730263), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	730,263	THO	Thor Industries, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00101	fundamental_lookup	From Ipower Inc. (IPW)'s SEC filings (CIK 1830072): FY2021: Net income -$776K How much net income did Ipower Inc. report in 2021?	-$776K Source: Ipower Inc.'s XBRL facts as filed with the SEC (CIK 1830072), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,830,072	IPW	Ipower Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00104	fundamental_lookup	From Gladstone Commercial Corp (GOODO)'s SEC filings (CIK 1234006): FY2024: Cash and equivalents $11.0M FY2025: Cash and equivalents $10.8M Pull Gladstone Commercial Corp (GOODO) cash and equivalents for 2025.	$10.8M That compares with $11.0M in FY2024, a change of -1.3%. Source: Gladstone Commercial Corp's XBRL facts as filed with the SEC (CIK 1234006), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,234,006	GOODO	Gladstone Commercial Corp	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00105	fundamental_lookup	From Chargepoint Holdings, Inc. (CHPT)'s SEC filings (CIK 1777393): FY2024: Net income -$277.1M FY2025: Net income -$220.2M Pull Chargepoint Holdings, Inc. (CHPT) net income for 2025.	-$220.2M That compares with -$277.1M in FY2024, a change of +20.5%. Source: Chargepoint Holdings, Inc.'s XBRL facts as filed with the SEC (CIK 1777393), annual period CY2025. Figures as reported; if the company has since restated, the current filing supersedes this.	1,777,393	CHPT	Chargepoint Holdings, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00106	fundamental_lookup	From Graham Holdings Co (GHC)'s SEC filings (CIK 104889): FY2021: Cash and equivalents $145.9M FY2022: Cash and equivalents $169.3M What was Graham Holdings Co (GHC)'s cash and equivalents in FY2022?	$169.3M That compares with $145.9M in FY2021, a change of +16.1%. Source: Graham Holdings Co's XBRL facts as filed with the SEC (CIK 104889), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	104,889	GHC	Graham Holdings Co	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00107	fundamental_lookup	From M2I Global, Inc. (MTWO)'s SEC filings (CIK 1753373): FY2021: Net income $18K FY2022: Net income -$66K What was M2I Global, Inc. (MTWO)'s net income in FY2022?	-$66K Source: M2I Global, Inc.'s XBRL facts as filed with the SEC (CIK 1753373), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,753,373	MTWO	M2I Global, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00108	fundamental_lookup	From Iqstel Inc. (IQST)'s SEC filings (CIK 1527702): FY2021: Revenue $64.7M How much revenue did Iqstel Inc. report in 2021?	$64.7M Source: Iqstel Inc.'s XBRL facts as filed with the SEC (CIK 1527702), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,527,702	IQST	Iqstel Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00109	fundamental_lookup	From Genelux Corporation (GNLX)'s SEC filings (CIK 1231457): FY2022: Net income -$5.2M FY2023: Net income -$28.3M Pull Genelux Corporation (GNLX) net income for 2023.	-$28.3M That compares with -$5.2M in FY2022, a change of -443.4%. Source: Genelux Corporation's XBRL facts as filed with the SEC (CIK 1231457), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,231,457	GNLX	Genelux Corporation	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00110	fundamental_lookup	From Enpro Inc. (NPO)'s SEC filings (CIK 1164863): FY2021: Net income $177.9M What was Enpro Inc. (NPO)'s net income in FY2021?	$177.9M Source: Enpro Inc.'s XBRL facts as filed with the SEC (CIK 1164863), annual period CY2021. Figures as reported; if the company has since restated, the current filing supersedes this.	1,164,863	NPO	Enpro Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00113	fundamental_lookup	From Video River Networks, Inc. (NIHK)'s SEC filings (CIK 1084475): FY2022: Total assets $3.4M FY2023: Total assets $3.8M What was Video River Networks, Inc. (NIHK)'s total assets in FY2023?	$3.8M That compares with $3.4M in FY2022, a change of +11.8%. Source: Video River Networks, Inc.'s XBRL facts as filed with the SEC (CIK 1084475), annual period CY2023. Figures as reported; if the company has since restated, the current filing supersedes this.	1,084,475	NIHK	Video River Networks, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00114	fundamental_lookup	From Voya Financial, Inc. (VOYA-PB)'s SEC filings (CIK 1535929): FY2021: Net income $2.37B FY2022: Net income $510.0M What was Voya Financial, Inc. (VOYA-PB)'s net income in FY2022?	$510.0M That compares with $2.37B in FY2021, a change of -78.5%. Source: Voya Financial, Inc.'s XBRL facts as filed with the SEC (CIK 1535929), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,535,929	VOYA-PB	Voya Financial, Inc.	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00115	fundamental_lookup	From Jazz Pharmaceuticals Plc (JAZZ)'s SEC filings (CIK 1232524): FY2023: Net income $414.8M FY2024: Net income $560.1M Pull Jazz Pharmaceuticals Plc (JAZZ) net income for 2024.	$560.1M That compares with $414.8M in FY2023, a change of +35.0%. Source: Jazz Pharmaceuticals Plc's XBRL facts as filed with the SEC (CIK 1232524), annual period CY2024. Figures as reported; if the company has since restated, the current filing supersedes this.	1,232,524	JAZZ	Jazz Pharmaceuticals Plc	train	SEC EDGAR XBRL company facts
mkt-fundamental_lookup-00117	fundamental_lookup	From Stem, Inc. (STEM)'s SEC filings (CIK 1758766): FY2021: Revenue $127.4M FY2022: Revenue $363.0M Pull Stem, Inc. (STEM) revenue for 2022.	$363.0M That compares with $127.4M in FY2021, a change of +185.0%. Source: Stem, Inc.'s XBRL facts as filed with the SEC (CIK 1758766), annual period CY2022. Figures as reported; if the company has since restated, the current filing supersedes this.	1,758,766	STEM	Stem, Inc.	train	SEC EDGAR XBRL company facts

End of preview. Expand in Data Studio

Market Analysis & News Instruction Dataset (SEC XBRL-grounded)

Instruction-tuning data for financial analysis — fundamentals, growth and ratio arithmetic, trend and risk reading, filing navigation and comparability caveats — built from real XBRL facts, with every stated figure independently re-derived.

Built for the Adaption Labs AutoScientist Challenge Part 2, Market Analysis & News track.

What is in it


Rows	5,068 (4,501 train / 567 eval)
Task families	18
Companies covered	2,341 of 4,230 available
Response length	median 56 words (p95 90, max 96)
Duplicate instructions	0
Source	SEC EDGAR XBRL company facts

Task family	Rows
`fundamental_lookup`	350
`yoy_growth`	350
`margin_analysis`	350
`ratio_analysis`	350
`cagr`	350
`trend_summary`	350
`peer_comparison`	350
`risk_flag`	350
`earnings_headline`	350
`news_summary`	350
`news_extraction`	350
`news_fact_check`	350
`headline_sentiment`	350
`news_commentary`	350
`premise_check`	54
`filing_navigation`	54
`metric_definition`	36
`data_caveat`	24

Three design decisions, and why

Concise answers, and we tested whether that was right. Median response is 56 words. Pairwise judges are known to reward length, and a documented entry in this same challenge trained on ~780-word chain-of-thought and lost to its own base model twice. We tested the trade-off directly on the HR dataset card: training on 5.7x longer completions produced a model indistinguishable from the concise one, so concision costs nothing measurable and is far cheaper to serve.

Split by company, not by row. A pool of 507 companies was reserved before generation and excluded from training entirely; the 567 evaluation rows are drawn from 276 of them (verified: 0 companies overlap training). A row-level split would let the same company appear on both sides and report memorisation as generalisation.

Breadth over depth. 18 task families rather than one schema repeated. The target is competence across the domain, including tasks phrased in ways this dataset does not contain.

Verification

3,393 numeric claims across both datasets were independently re-derived from source and every one matches the figure stated in the response.

The verifier (verify.py, included in this repo) does not import the generator's arithmetic. It parses each question for its inputs, recomputes the answer from scratch — for the market set, from the source XBRL facts — and compares against the figure the stored response states. Sharing a helper would let a wrong formula agree with itself.

Adaption platform quality grade

Graded by Adaption's own data-quality evaluation (dataset bc48eb4e-1de9-4187-8094-d35f5304f8c8, sampled on 100 rows):

	source (what we trained on)	after platform adaptation
Grade	B	B
Score	7.0	8.7
Percentile (all platform datasets)	11.8	31.5
Prompt quality	6.7 (pct 14.1)	8 (pct 26.1)
Completion quality	8.58 (pct 9.4)	9.36 (pct 37)

Improvement: +24.3%. All numbers, including the per-metric percentiles, are exactly as returned by the platform API (eval/adaption_grade_*.json in the build repo); where a before/after percentile repeats, that repetition is the platform's own coarse bucketing, not a transcription error.

Format

{"id": "...", "task_family": "...", "instruction": "...", "response": "...", "split": "train"}

Recommended system prompt:

You are a financial analyst. Answer with the figures that matter, state the arithmetic you used, and flag when a comparison is misleading. Be concise.

Licence and attribution

Released under CC-BY-4.0.

Financial figures are taken from XBRL company facts filed with the U.S. Securities and Exchange Commission and retrieved through the SEC's public API. U.S. government works are not subject to copyright. Figures are as filed and may have been restated by the filer since retrieval.

Source: SEC EDGAR XBRL company facts. (Note: sec.gov returns HTTP 403 to clients without a declared User-Agent — automated link checkers will flag it; it opens normally in a browser, per the SEC's fair-access policy.)

Mirrors and companion artifacts

The challenge requires the dataset and the weights on Hugging Face and Kaggle. All four artifacts for this track, plus the public demo:

Artifact	Link
Dataset (HF)	https://huggingface.co/datasets/miscusi/adaption-market-analysis-sec
Dataset (Kaggle)	https://www.kaggle.com/datasets/usiadianimuwa/adaption-market-analysis-sec
Weights (HF)	https://huggingface.co/miscusi/adaption-market-analyst-qwen2.5-1.5b
Weights (Kaggle)	https://www.kaggle.com/datasets/usiadianimuwa/adaption-market-analyst-qwen25-15b
Companion model (HF)	https://huggingface.co/miscusi/adaption-market-analyst-qwen2.5-1.5b
Demo — every eval prompt and all answers, including our losses	https://miscusi-adaption-autoscientist-demo.static.hf.space (Space)

Why trust these numbers

Every numeric claim in every response is re-derived from source by verify.py (included in this repo), which shares no arithmetic with the generator.
All model evaluations for this track are blinded and judged in both orderings: a verdict that does not survive swapping the answers is recorded as a tie, never resolved in our favour.
The demo publishes every evaluation prompt with all models' answers — including the ones we lose.

Citation

@misc{adaption_market_analysis_sec_2026,
  author = {Adia-Nimuwa, Usi},
  title  = {adaption-market-analysis-sec: AutoScientist Challenge Part 2, Market Analysis & News track},
  year   = {2026},
  url    = {https://huggingface.co/datasets/miscusi/adaption-market-analysis-sec}
}

Limitations

Responses are generated from structured records by template, then verified. They are factually grounded and stylistically consistent, which also means they are stylistically narrow — this set is designed to be mixed with general instruction data, not trained on alone.
Figures are as filed at retrieval time. Filers restate, and fiscal-year labels do not imply aligned periods across companies. Nothing here is investment advice.
English only.

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miscusi/adaption-market-analyst-qwen2.5-1.5b

Updated 7 days ago