LedgerLine
Features

Everything it reads.
Everything it shows you.

One ticker in, the whole company out: the filings, the scores, the price, and how it all fits together. Every number traces back to the SEC filing it came from.

Years of filings
17+
Tabs per stock
14
Prebuilt screens
12
Glossary terms
284
01
The answer

Is it a good business at a fair price?

Retail-variety stores · NASDAQCostco Wholesale
Price$998.31
VerdictWait for price
ValuationOvervalued
RiskVery low
BusinessStrong
MoatVery strong
GrowthStrong
ManagementStrong
Fair value$839.68
Costco · real LedgerLine figures, Oct 22, 2026

Overview and verdict

Eight scores on one screen and a verdict from a fixed rule you can read: Buy, Wait for price, Hold, No new money or Avoid. No black box, no analyst opinions.

today price above value Illustration

Valuation and forecast

Fair value from the stock’s own ten-year normal multiple, a buy-below price, and a chart of price against what earnings justify, ten years back and up to six forward.

Outlook · 25,000 futures49%odds of 10%+ a year over 3 years
−10%+10%+30%
Illustration · 49% is Costco’s figure on Oct 22, 2026

The odds of your return

25,000 simulated futures built from the company’s own growth, margins and multiples. You get the spread of outcomes and the price that gives you 70% odds.

Moat · seven tests
Average ROIC5
Years ROIC 15%+5
Gross margin3
Margin stability5
FCF margin2
Down years5
Balance sheet5
Illustration

Moat, growth, management, risk

Seven moat tests, growth quality, capital allocation and balance-sheet risk, each scored 1 to 5 with the numbers that drove the score.

Eight key attributes
Revenue growthPass
EBITDA growthPass
Strong free cash flowWatch
Debt under 3×Pass
Well pricedFail
Capital efficiencyPass
Illustration

Eight key attributes

Growth, cash flow, debt, price, capital efficiency, leading signals and moat, each marked pass, watch or fail with the number behind it.

02
The filings

The statements, straight from EDGAR.

AnnualQuarterlyTTM$M$BFull
Income statement $MFY2026FY2025FY2024FY2023FY2022
Revenue303,154275,235254,453242,290226,954
Gross profit38,87535,34932,09529,70427,572
Operating income11,68510,3839,2858,1147,793
Net income to common9,2268,0997,3676,2925,844
EPS, diluted20.7618.2116.5614.1613.14
Latest filing10-K · Oct 7, 2026
Next report10-Q by ~Jan 9
DataFY2008–FY2026
Costco · from its 10-K filings

Financial statements

Income statement, balance sheet, cash flow and comprehensive income for up to 19 fiscal years: annual, quarterly or trailing twelve months, newest or oldest first, in billions, millions or full numbers. Split-adjusted, latest restatement wins.

$100B$200B$300BFY16FY18FY20FY22FY24FY26FY2026Revenue $303.2B +10.1%
Revenue ×Net income ×10 ×
Costco · revenue and net income, FY2015–FY2026

Interactive charts

Click any line in any statement to chart it, up to four at once. Hover for each year’s value and its change from the year before.

10-K · Item 7Management’s Discussion and Analysis

Results of operations · Net sales · Gross margin · Liquidity and capital resources · Critical accounting estimates

NotesRisk factorsLegalBusiness
Illustration

Notes, MD&A and risk factors

Every note to the statements, management’s discussion, risk factors and legal proceedings from the latest 10-K or 10-Q, one click each, in readable text.

Ratios by fiscal year
P/E48.1×
ROIC42.6%
FCF yield2.1%
Net debt ÷ EBITDAcash
Illustration

All metrics, with statistics

60 ratios for every fiscal year, each with its 10-year median, range, standard deviation, z-score and percentile, plus volatility, drawdown, Sharpe, Sortino, beta and up/down capture. CSV download.

Every filing, linked
10-KAnnual reportOct 7, 2026
8-KEarnings release · 2.02Sep 24, 2026
10-QQuarterly reportJun 2026
8-KEarnings release · 2.02May 28, 2026
10-QQuarterly reportMar 2026
Costco · its SEC filings

Traceable to the source

Every year and every quarter links to the filing it came from on sec.gov, with the latest filing date and when the next report is due.

03
Earnings

Every quarter, and how the stock took it.

Next report, estimatedThu, Dec 10, 2026AMCusually after the close
QuarterReportedTimingEPS y/yGapReport dayvs S&P5 days
Q4 '262026-09-24AMC+15.0%−1.1%+2.9%+2.4%+2.1%
Q3 '262026-05-28AMC+15.2%−1.0%−3.9%−4.2%−2.3%
Q2 '262026-03-05AMC+13.9%−1.6%+1.6%+2.9%+2.1%
Q1 '262025-12-11AMC+11.4%−0.1%0.0%+1.1%−3.0%
Typical move±2.7%
Up on report day8 of 16
Best / worst+4.4% / −7.6%
Costco · real reactions from its earnings 8-Ks

Earnings reaction

The last 20 reports, each dated and timed from the company’s own earnings 8-K: BMO before the open, AMC after the close. Then the gap, the report-day move, the move against the S&P 500, and 5 days, 1 month and 3 months later. Plus an estimate of the next report date.

EPS by quarter12 quarterslatest
Illustration

Quarter by quarter

Revenue, margins, net income, EPS and free cash flow for each of the last 12 quarters with year-on-year change. Fiscal Q4 worked out from the 10-K, and every quarter linked to its filing.

04
Timing

Price, trend and the market.

50-day EMA200-dayRisk on
Illustration

Technicals

OHLC bars with moving averages, risk on or off read from the averages, how stretched the price is, and real volume: today, yesterday and the 10-, 30- and 90-day averages.

5-year return, a year
Stock+14.2%
SPY+11.1%
QQQ+15.6%
DIA+8.4%
IWM+5.2%
Pick the benchmark on any chart
Illustration

Against the market

Every stock measured against SPY, QQQ, DIA or IWM over every period from one day to ten years, plus what $10,000 grew into against each.

SPY · top holdings
NVDA7.52%
AAPL6.59%
MSFT4.30%
AMZN3.62%
GOOGL3.25%
AVGO2.77%
N-PORT filing, Jun 30, 2026
Real weights from SEC fund filings

Index weights

Top ten holdings and sector mix for SPY, QQQ, DIA and IWM, and on every stock, which index funds hold it and at what weight.

05
Discover

Lists the numbers pick.

Cash machinesShrinking share countDividend raisersNet cash fortressesCompoundersFast growersQuality with low debtCash machines buying backCovered dividend raisersHigh-margin businessesGrowing without dilutionWatch the debt
The 12 prebuilt screens

Prebuilt screens

Twelve fixed rules run on the S&P 500’s SEC data, from cash machines and compounders to dividend raisers with the cash to back them. Sort any column, filter by sector, tap a row to open the company.

Shelves
Mega-capsREITsBanksGrid & powerDividend payersSuperinvestors (13F)SemisSoftware
Illustration

Shelves and superinvestors

Hand-built lists by size, industry, income and theme, and what the best-known funds own from their quarterly 13F filings.

My list
TickerCompanyVerdictDay
COSTCostco WholesaleWait for price+0.4%★
AAPLAppleHold−0.8%★
ORealty IncomeBuy+0.2%★
NVDARecently viewed
Illustration

Your list

Save a stock with one tap and come back to it. The stocks you open stay under Recently viewed.

06
Learn

Every term, in plain English.

Glossary · FFree cash flow (FCF)

Cash left after the business pays to keep and grow itself.

operating cash flow − capexGood: positive and growing; 10%+ of revenue is strong
From the glossary

Glossary A–Z

284 terms — every statement line with its SEC tags, every metric with its formula, every SEC form — with what each means, how it’s calculated, what good looks like and which tab shows it. Search it, filter by topic or jump by letter.

COSTThe quality compounder
AAPLBuybacks at scale
OA REIT, valued on FFO
JPMA bank
NVDAA fast grower
KOThe dividend raiser
Sample companies

Learn on six real companies

Each shows a different side of LedgerLine and names the tabs to open: a compounder, buybacks, a REIT, a bank, a fast grower and a dividend raiser.

Formulas & method
ROICop. income × 0.79 ÷ (equity + debt − cash)
Buyquality ≥ 3.8 and valuation ≥ 3.4
FFOnet income + RE depreciation − gains
From Formulas & method

Every formula, written down

Each score, verdict and ratio, with the exact rule behind it. If LedgerLine says it, you can check how.

07
Coming next

On the bench.

XBRL tag helperClick any number to see the exact SEC tag behind it, what it means, and the filing it came from.
Insider transactionsForm 4 buys and sells by directors and officers, on a timeline, with open-market buys called out.
Watchlists with targetsPrice targets, thesis notes and alerts on every stock you follow, saved to your account.
Excel exportEvery dataset for a company in one spreadsheet, raw numbers, one click.
Institutional ownershipWhich funds hold the stock, and who added or cut last quarter, from 13F filings.
Know what you own.

Type a ticker. See the whole company.