Company fundamentals
Standardized statements, capital efficiency, balance-sheet health, segments, ratios, governance, ownership, and insider activity.
Financial research for long-term investors · Private beta
Financial research, from reported data to durable conviction
Search company financials, read structured SEC filings, and inspect ratios, ownership, funds, and economic data; then preserve the evidence, assumptions, valuation, and revisions behind your view.
- Financials and ratios
- SEC filings and sources
- Analysis and valuation
- Economy, funds, and ownership
NS
Northstar Systems
NSTIndustrial technology · Illustrative company
OverviewFinancialsFilingsValuationNotes
Revenue
$5.46B
+6.2% year over year
Operating margin
18.4%
+110 basis points
Free cash flow
$684M
+8.7% year over year
Return on capital
16.8%
Above five-year median
Income statement
USD millions · Fiscal year
| Metric | 2022 | 2023 | 2024 | LTM |
|---|---|---|---|---|
| Revenue | 4,210 | 4,680 | 5,140 | 5,460 |
| Operating income | 648 | 759 | 889 | 1,005 |
| Operating margin | 15.4% | 16.2% | 17.3% | 18.4% |
Latest parsed filing
10-Q · Filed May 7 · Source-linked sections
One connected research system
A complete evidence layer, with the reasoning that usually gets lost.
Financial data and filings are the foundation: they show what the business reported and how it changed. MoatPulse makes that foundation easier to search and compare, then adds the missing continuity: a thesis that stays connected to its evidence, assumptions, and models as new facts arrive.
“Conviction context” is the record of what supported a thesis, what changed, and why the investor changed with it.
01 · Research foundation
Begin with the business and the reported source, not a price chart.
Each covered company is a connected research record. The interface keeps periods, sources, and freshness visible while background pipelines prepare data for direct reading.
Source-linked filings
Structured SEC filings retain their periods, filing dates, parser coverage, and a direct path to the reported source.
Market and economic context
Funds, holdings, releases, calendars, and supported economic series sit near the company record without becoming a trading feed.
Data that is ready to read
Background pipelines reconcile and materialize UI-ready documents so the product can stay quick, consistent, and economical to query.
02 · Analysis workspace
Turn a static thesis into a living reasoning record.
Build privately in a focused window that keeps the editor, supporting evidence, models, and revision history together. Save checkpoints before the facts change.
- Evidence
- Attach the filing, statement, chart, or note that supports a claim.
- Assumptions
- State what must remain true instead of leaving it implicit in a spreadsheet.
- Valuation
- Keep model inputs and scenarios beside the reasoning that produced them.
- Revisions
- Record what changed, when it changed, and which new evidence caused the update.
- Checkpoints
- Save a dated view of the thesis and conviction before the next filing arrives.
Northstar Systems · Company research
Financial data, filings, and Analysis
Current thesis
Durable service revenue supports reinvestment, but cash conversion is the key unresolved variable.
Conviction
7.2 / 10
MAY 08
New quarterly evidence
Operating margin expanded while receivables grew faster than revenue.
MAY 09
Assumption revised
Base-case margin moved from 19.0% to 18.2%; the reason stays attached.
MAY 09
Conviction checkpoint
Thesis remains intact, with working-capital normalization now under review.
03 · Public research
Publish the analysis, not just the conclusion.
Make an Analysis public when it is ready. Readers get a clean, read-only page with the thesis, evidence, assumptions, valuation, checkpoints, and revision history intact.
- Public discovery by company and recency
- Votes that surface useful work without changing it
- Threaded discussion under the Analysis
- Research profiles, follows, and company-grouped history
- Reporting and moderation controls
Public AnalysisNorthstar Systems · Updated 2h ago
Why cash conversion matters more than this quarter’s margin beat
The published view is read-only. Its evidence, assumptions, valuation, and revision history stay clear.
38
Maya Chen· 47m
How are you separating a temporary receivables build from a structural change in customer terms?
Reply
Analysis authorAuthor· 22m
I’m comparing the next two quarters against billing terms disclosed in the latest filing. I added that as an explicit checkpoint.
04 · API & MCP
Bring source-linked research into the tools where you already think.
The read-only REST API and remote Model Context Protocol server expose the same structured research layer to compatible clients and automated workflows.
CodexChatGPTClaudeCustom agents
Connection methods, client availability, authentication, and plan access vary. MoatPulse provides dedicated documentation for each supported setup.
Connected research
Read-only by design# Ask from an MCP-compatible client
Compare ACME’s cash conversion with its last 10-Q,
then show the exact source periods.
tool get_company_financial_statement
companyId: "ACME"
statement: "cash-flow"
period: "quarterly"
Designed for clear thinking
Serious research software without terminal complexity.
MoatPulse stays calm on purpose. It is designed to make evidence legible, assumptions explicit, and changes reviewable, not to manufacture urgency.
- Reported evidence before market noise
- Sources and freshness remain visible
- Private by default; explicitly public when you choose
- Read-only developer tools, with plan and client support disclosed
- Research softwar, —not personalized investment advice
Private-beta access
Preserve the context behind your next investment thesis.
Join the private beta and help shape a research system built around evidence, reasoning, and what changes over time.