Score framework

How scores are calculated

Two lenses on the same company. Growth Score looks forward; Quarterly Score measures how the latest quarter actually went. Both sit on the same 1–10 scale.

Each quarter is rated on six categories, each given a lean from −2 (clearly deteriorating) through 0 (in line) to +2 (clearly exceptional). The leans are weighted, added to a 5.5 baseline, and a downside cap keeps a strong-looking quarter honest. The arithmetic is deterministic — the judgment lives only in the six leans.

1

Categories & weights

The six things every quarter is read on, and how far each can move the score.

The six categories

Core— a −2 here caps the quarter at 6.0

Financialsthe numbers
Guidancethe outlook
Concentrationthe risks

Context— refines the read

Strategycapital moves
Industrythe backdrop
Q&Atone & signals

How they’re weightedsum to 1.00

Financials
0.25
Guidance
0.25
Concentration
0.18
Strategy
0.15
Industry
0.12
Q&A
0.05
2

Worked example

How the six leans build to a score, off the 5.5 baseline.

A 7.1 quarter

illustrative leans
Leanweaker ← 5.5 → strongerPush
Financials
+1
+0.56
Guidance
+1
+0.56
Concentration
0
0.00
Strategy
+2
+0.67
Industry
-1
-0.27
Q&A
+1
+0.11
Baseline 5.5+ pushes +1.64=7.1Bullish

Reading it

Each bar is one category’s push off the 5.5 baseline (weight × lean). The length bakes in the weight, so a long bar is a category that actually moved the score — here Strategy’s standout +2 barely outweighs Financials’ +1, and a soft industry read trims a little back.

Cap in action. Had Guidance instead scored −2, this 7.1 would be clamped to 6.0 — one core category breaking down bounds the whole quarter.
3

Score bands

What a score means, and where the cohort actually lands today.

The bands

Fixed cuts anchored on 5.5 = a typical, all-in-line quarter.

Strongly Bullish≥ 8.0
Bullish7.0 – 7.9
Mildly Bullish6.5 – 6.9
Neutral / Balanced4.5 – 6.4
Mildly Bearish3.0 – 4.4
Strongly Bearish< 3.0

Where companies land

104 companies

Latest-quarter cohort, by score — right-skewed toward quality.

median 7.13456789
4

Trajectory labels

Where a score sits is half the story — the Trend column says where it’s heading.

A 7 on the way up is a different stock from a 7 on the way down. Every threshold sits at or above the ±0.5 re-scoring noise floor, so a move that noise can explain never earns a directional label.

Climbing

Staircase: net gain ≥ 0.8 over the last ~4 quarters, no meaningful down-quarter inside the climb.

Inflecting up

shown as “Inflecting

Fresh break upward: latest quarter +0.6 or more off a stable base.

Recovering

Turning up off a recent low: latest quarter +0.6 or more while still net-down over the last ~4 — a fresh upturn out of a decline, not yet a confirmed climb.

Strong & steady

shown as “Strong

Last 4 quarters all ≥ 7 with no fresh break down.

Steady

Range-bound: last 4 quarters within 0.6 of each other.

Drifting

Moves around, but no direction the noise floor can't explain.

Choppy

Alternating swings beyond ±0.5 — the score itself is unstable.

Weak & stuck

shown as “Stuck

Flat below 5.5 — low and not moving.

Cracking

Fresh break downward: latest quarter −0.6 or more off a stable base.

Worsening

Sustained slide: cumulative fall of 0.8+ across consecutive quarters.

No read yet

Fewer than 3 scored quarters — not enough points for any trajectory rule.

Two lenses on the same comparable scale. Quarterly grades the latest quarter; Growth looks at the forward outlook — read whichever fits your question.