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The equity report card summarizes a company’s SEC filings: revenue, profitability, leverage, recent filings, and a short narrative. It is filing research, not a price feed, rating, or recommendation.

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Access

A first request for a ticker can take longer when Otto has no recent snapshot. For request examples or a full annual/quarterly statement set, see SEC filings and company fundamentals API. To distinguish issuer fundamentals from token prices and stock movers, see Tokenized stock data API.

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What the card contains

  • revenue, net income, net margin, diluted EPS, cash, assets, liabilities, equity, and liabilities-to-assets leverage;
  • company name, CIK, exchange, and SEC industry classification;
  • recent 10-K, 10-Q, and 8-K filings with report dates, filing dates, and EDGAR links;
  • a narrative based on the structured filing data;
  • separate market-price context when a quote is available.
Each card labels the period used. Otto reconstructs a trailing-twelve-month (TTM) view when four compatible quarters are available. Otherwise it uses the latest annual report and labels the basis as annual.

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One-time-item flag

Impairments, restructuring, litigation settlements, and business disposals can make a profitable operating period look like a recurring loss. Otto reads the filing’s XBRL tags and flags a one-time item when its effect is either:
  • more than 20% of TTM net income; or
  • large enough to change the sign of net income.
The flag shows reported net income and an approximate figure excluding the identified items. This arithmetic is separate from the narrative and can appear even when no narrative is available.
The adjustment is pre-tax and applies only to a TTM card. No tax effect is estimated, and annual-fallback cards do not run this detection.

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Limits

  • The detector chooses the first present tag where impairment concepts overlap. This avoids double counting but can miss a genuinely separate charge.
  • A flagged adjustment is an analytical view, not a restatement of GAAP results. Use the linked filing as the source of record.
  • Filing data changes at filing cadence. Check the stated period and filing dates before using it with a current market price.
  • The structured fields are the source of truth if they conflict with the generated narrative.
See How Otto reads SEC filings for amendment, null, and provenance rules.