look-01-profit-quality

To calculate annual profit-quality indicators, this Skill deduplicates revenue, margins, and cash flows from financial reports to support Rule 1 investing assessments for up to three years. It outputs structured yearly evidence and missing-value statistics.

DuckDB handles deduplication of yearly financial data by processing single-stock queries with primary and fallback net margin selection logic. This maximizes data coverage across years and outputs a data-quality summary for accurate assessment.

You cannot assess profit quality for financial-sector firms using these annual financial indicators. The Skill provides explicit not-applicable handling with clear rationale and safe fallbacks, as standard margin and cash flow metrics do not apply to financial-sector firms.

The best way to analyze multi-year revenue and cash flow margins is by specifying a stock code, an optional as-of date, and a lookback period of up to three years. The tool fetches year-end 12/31 data to generate yearly evidence and missing-value statistics.

Missing values for net margins occur when primary margin fields are absent in annual reports. The Skill implements a fallback margin field selection logic to mitigate this, and outputs missing-value statistics to flag data-quality issues for your profit-quality assessment.

DuckDB requires structured financial data inputs to compute annual financial indicators. The Skill processes these inputs to deliver deduplicated yearly evidence, margin calculations, and data-quality summaries in its output.