Verified Analysis

Real Companies. Real Data.
Verifiable Results.

Analysis of Fortune 500 companies using SEC EDGAR filings and Yahoo Finance market data. Every metric is publicly verifiable.

Data Sources: All data sourced from SEC EDGAR XBRL API and Yahoo Finance. Click any verification link below to confirm the source data yourself.
Finance SEC EDGAR + Yahoo Finance

JPMorgan Chase (JPM): +579.6% Return Over 10 Years

Major Bank Analysis - $4.0T in Total Assets

Data Coverage

10-year analysis period (Feb 2016 - Jan 2026) covering 2,514 trading days. Financial data from SEC 10-K filing dated 2024-12-31, accession number 0000019617-25-000270.

$177.6B
Revenue (2024)
$58.5B
Net Income
$4.0T
Total Assets
+579.6%
10-Year Return
0.77
Sharpe Ratio

Key Metrics

+21.17% Annualized Return over 10-year period with 27.52% volatility
$19.79 EPS demonstrating consistent profitability growth
-43.63% Max Drawdown showing resilience through market cycles
52.5% Positive Days with best day +18.01% and worst -14.96%

This analysis demonstrates the CMS pipeline's ability to integrate SEC EDGAR fundamental data with Yahoo Finance market data, calculating sophisticated risk metrics including Sharpe ratio, Sortino ratio, VaR, and maximum drawdown across a 10-year time horizon.

Source: SEC EDGAR CIK 0000019617 + Yahoo Finance (JPM)
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Brokerage SEC EDGAR + Yahoo Finance

Robinhood (HOOD): High-Volatility Digital Brokerage Analysis

Digital Brokerage - 73.6% Volatility Demonstrates Risk Metrics

Data Coverage

4.5-year analysis period (Jul 2021 - Jan 2026) covering 1,131 trading days since IPO. Financial data from SEC 10-K filing dated 2024-12-31, accession number 0001783879-25-000049.

$3.0B
Revenue (2024)
$26.2B
Total Assets
+185.7%
Total Return
73.6%
Volatility
-90.2%
Max Drawdown

Key Metrics

+26.33% Annualized Return but with 0.36 Sharpe ratio due to extreme volatility
$1.41B Net Income (2024) turning profitable after initial losses
Best Day: +50.41% | Worst Day: -27.59% (extreme range)
VaR 95%: -6.49% daily value at risk - high-risk profile

Robinhood demonstrates how CMS risk analytics identify high-volatility securities. The 73.6% volatility and -90.2% max drawdown highlight the importance of comprehensive risk assessment for growth stocks. Despite strong total returns, the 0.36 Sharpe ratio indicates poor risk-adjusted performance.

Source: SEC EDGAR CIK 0001783879 + Yahoo Finance (HOOD)
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Crypto SEC EDGAR + Yahoo Finance

Coinbase (COIN): Navigating Crypto Market Volatility

US Exchange - 85.6% Volatility with -90.9% Max Drawdown

Data Coverage

4.8-year analysis period (Apr 2021 - Jan 2026) covering 1,205 trading days since direct listing. Financial data from SEC 10-K filing dated 2024-12-31, accession number 0001679788-25-000022.

$6.6B
Revenue (2024)
$22.5B
Total Assets
-40.7%
Total Return
85.6%
Volatility
-90.9%
Max Drawdown

Key Metrics

-10.34% Annualized Return showing crypto market sensitivity
$2.58B Net Income (2024) profitable despite market headwinds
-0.12 Sharpe Ratio negative risk-adjusted returns
VaR 99%: -12.09% extreme daily downside risk

Coinbase exemplifies why comprehensive risk analytics matter. Despite $2.58B in net income, the stock shows -40.7% total return with -90.9% max drawdown. CMS captures both the fundamental strength and market risk profile that investors need for informed decisions.

Source: SEC EDGAR CIK 0001679788 + Yahoo Finance (COIN)
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Media SEC EDGAR + Yahoo Finance

Netflix (NFLX): Streaming Dominance with +787.3% Return

Streaming Analysis - Industry-Leading Growth Over 10 Years

Data Coverage

10-year analysis period (Feb 2016 - Jan 2026) covering 2,514 trading days. Financial data from SEC 10-K filing dated 2025-12-31, accession number 0001065280-26-000034.

$45.2B
Revenue (2025)
$11.0B
Net Income
$55.6B
Total Assets
+787.3%
10-Year Return
0.59
Sharpe Ratio

Key Metrics

+24.45% Annualized Return over 10-year period with 41.6% volatility
$13.3B Operating Income with 29.5% operating margin
-75.95% Max Drawdown during 2022 growth stock correction
Sortino Ratio: 0.77 indicating favorable downside risk profile

Netflix demonstrates how CMS integrates multi-year fundamental and market data to capture full investment cycles. The +787.3% total return alongside -75.95% max drawdown shows why both upside and downside metrics matter for comprehensive analysis.

Source: SEC EDGAR CIK 0001065280 + Yahoo Finance (NFLX)
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