Methodology

How the research is made

StratGraph covers S&P 500 companies using only public information: annual and quarterly reports, current reports, proxy statements and insider reports filed with the SEC, plus public job postings and U.S. Department of Labor hiring disclosures.

Strategy outlook

For each company we read what management says it is prioritizing, then identify the moves the evidence points to next. Every call carries a confidence level and the signals that would confirm or refute it. These are analysis of the business, never predictions about the stock.

Relationship map

We extract the customers, suppliers, partners and competitors a company's disclosures name. Relationships the documents state explicitly are marked disclosed (solid lines); ones we infer are marked inferred (dashed). Service providers such as auditors and bond underwriters are left out. When one company names another, the link appears on both pages.

Early signals

Hiring patterns, leadership and ownership changes and filing activity can show where a company is heading before it says so. We use people-related information only to inform company-level analysis; we do not publish commentary about individuals.

Operating-health scores

Each score maps reported figures onto a fixed 0–100 scale: growth (revenue growth and three-year trend), profitability (operating, net and gross margins), cash generation (free cash flow margin and conversion), balance sheet (net debt relative to cash flow, liquidity, leverage) and dilution control (share count and stock-based pay). Cash-flow and leverage scores are not shown for banks, insurers and REITs.

How reports are produced and refreshed

Reports are written with the help of an AI model that is instructed to use only the source documents, to cite where each point comes from and never to comment on the stock price. A report is refreshed when a company files a new annual or quarterly report or proxy statement, or announces a material event.

Limits

Disclosures lag reality, and AI-assisted analysis can be wrong. Every report links its sources; please check them.