Quality Investor

Quality & anti-fragile scorecards

Every scored company, ranked by gross profitability (the Novy-Marx primary signal), with the anti-fragile balance-sheet checklist and a Trajectory rating — the direction of each business’s fundamentals over its own multi-year, point-in-time SEC filing history. Click a Trajectory badge for the per-metric breakdown, or a ticker for the full scorecard.

Trajectory is a monitoring diagnostic of business direction, not a prediction of returns.

Market context

CALMmonitoring only

Broad market regime at the time of this reading — evidence for the thesis-broken vs market-panic call. A stressed market makes a holding-level drawdown more likely to be systematic (panic) than idiosyncratic (broken). Never a selection, sizing, or trade signal.

indicatorvaluereading
SPY drawdown from peak-2.2%near highs
SPY trailing 3-month return2.8%
credit stress (HYG/LQD z-score)+2.3credit markets calm
S&P 500 valuation (Shiller CAPE)40.999th percentile since 1871EXPENSIVEexpensive — above 25

Hyperscaler capex

COMFORTABLEmonitoring only

Combined capex and operating cash flow across 5 hyperscalers — an AI-infrastructure-cycle read. Combined OCF approaching or falling below combined capex signals the buildout turning free-cash-flow-negative system-wide. Never a selection, sizing, or trade signal.

total capex
$464.57B
total OCF
$634.94B
FCF margin
26.8%
capex YoY
79.7%
companycapexOCFFY end
AMZN$131.82B$139.51B2025-12-31
MSFT$115.95B$182.94B2026-06-30
GOOGL$91.45B$164.71B2025-12-31
META$69.69B$115.80B2025-12-31
ORCL$55.66B$31.98B2026-05-31

As-of 2026-09-15 · 464 companies · ranked by gross profitability.