JWN Nordstrom, Inc.
XNYS
24.66
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- IV Rank (30D)
- 29.75
- Straddle Price
- $2.60
- P/C Vol Ratio
- 2.85
- Market Cap
- $4.1B
- Industry (SIC)
- RETAIL-FAMILY CLOTHING STORES (5651) · industry map
- Exchange
- XNYS
- Market Cap
- $4.1B
- Employees
- 55,000
- List Date
- 1986-07-09
- CIK
- 0000072333
- Headquarters
- Seattle, WA
- Homepage
- https://www.Nordstrom.com
Nordstrom is a fashion retailer that operates about 93 department stores and 280 off-price Nordstrom Rack stores. The company also operates both full- and off-price e-commerce sites, two clearance stores, and six Local locations. Nordstrom's largest merchandise categories are women's apparel (27% of 2023 sales), shoes (26% of 2023 sales), men's apparel (15% of 2023 sales), and beauty (13% of 2023 sales). Nordstrom, which traces its history to a shoe store opened in Seattle in 1901, continues to be partially owned and managed by members of the eponymous family. They have partnered with Mexican …
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2023-05-31 | After-Close | 14.44% | 4.71% | 0.33x | Within |
| 2023-08-24 | After-Close | 12.13% | 7.73% | 0.64x | Within |
| 2023-11-21 | After-Close | 12.68% | 4.63% | 0.37x | Within |
| 2024-03-05 | After-Close | 13.16% | 16.08% | 1.22x | Exceeded |
| 2024-05-30 | After-Close | 13.55% | 5.09% | 0.38x | Within |
| 2024-08-27 | After-Close | 15.02% | 4.21% | 0.28x | Within |
| 2024-11-26 | After-Close | 9.06% | 8.12% | 0.90x | Within |
| 2025-03-04 | Pre-Market | 2.35% | 0.08% | 0.03x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
JWN Options Activity & IV Rank
JWN IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Estimated net dealer gamma is at the 1st percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
JWN Institutional Ownership (13F)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
JWN Insider Trading (Form 4)
Latest: 2025-05-20| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2025-05-20 | Bradley D Tilden | Director | Disp (D) | −103,009 | — | EDGAR | |
| 2025-05-20 | Sara D. Nordstrom | Other (J) | −69,806 | — | EDGAR | ||
| 2025-05-20 | Kristen Green | Director | Disp (D) | −39,820 | — | EDGAR | |
| 2025-05-20 | Amie Thuener O'Toole | Director | Disp (D) | −21,316 | — | EDGAR | |
| 2025-05-20 | Mark J Tritton | Director | Disp (D) | −34,730 | — | EDGAR | |
| 2025-05-20 | Andrew L. Nordstrom | Other (J) | −163,582 | — | EDGAR | ||
| 2025-05-20 | of Bruce A. Nordstrom Estate | Other (J) | −10,244,147 | — | EDGAR | ||
| 2025-05-20 | Atticus Nathaniel Tysen | Director | Disp (D) | −17,201 | — | EDGAR | |
| 2025-05-20 | Glenda G McNeal | Director | Disp (D) | −39,820 | — | EDGAR | |
| 2025-05-20 | Lisa V Price | Chief Human Resources Officer | Disp (D) | −215,715 | — | EDGAR | |
| 2025-05-20 | Charles W Riley Jr | Other (J) | −12,436,880 | — | EDGAR | ||
| 2025-05-20 | Leigh E. Nordstrom | Other (J) | −125,588 | — | EDGAR | ||
| 2025-05-20 | Guy Persaud | Director | Disp (D) | −12,153 | — | EDGAR | |
| 2025-05-20 | Susan E. Dunn | Other (J) | −1,034,189 | — | EDGAR | ||
| 2025-05-20 | Eric D Sprunk | Director | Disp (D) | −15,273 | — | EDGAR |
JWN Insider Holdings
12 insiders · @ $24.66| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Erik B Nordstrom | Chief Executive Officer | 2,661,571 | $65.63M | -$41.21M | 119 | 2025-05-20 |
| 2 | Peter E Nordstrom | Pres. & Chief Brand Officer | 2,530,782 | $62.41M | -$33.63M | 117 | 2025-05-20 |
| 3 | James F Nordstrom JR | Chief Merchandising Officer | 769,883 | $18.99M | -$11.07M | 98 | 2025-05-20 |
| 4 | Cathy R Smith | Chief Financial Officer | 433,655 | $10.69M | $0 | 5 | 2025-03-12 |
| 5 | Ken Worzel | Chief Customer Officer | 167,780 | $4.14M | -$12.49M | 142 | 2025-05-20 |
| 6 | Alexis DePree | Chief Operating Officer | 152,762 | $3.77M | -$1.09M | 22 | 2025-05-20 |
| 7 | Fanya Chandler | President, Nordstrom Stores | 130,899 | $3.23M | $0 | 5 | 2025-05-20 |
| 8 | Jason Morris | CTIO | 60,457 | $1.49M | $0 | 6 | 2025-05-20 |
| 9 | Ann Munson Steines | CLO, GC & Corp. Secretary | 59,030 | $1.46M | $0 | 25 | 2025-05-20 |
| 10 | Andrew L. Nordstrom | 45,130 | $1.11M | $0 | 1 | 2025-05-20 |
JWN Board & Officers
As of SEC filings through May 20, 2025Directors 14
- Philip G Satre · since Feb 21, 2006
- Blake W Nordstrom · on file since 2006
- Enrique Hernandez Jr · on file since 2006
- Phyllis J Campbell · on file since 2006
- Robert Gerald Miller · on file since May 2006
- Robert D Walter · since Nov 18, 2008
- Alison A Winter · listed since Mar 2009
- Brian Kevin Turner · since Nov 16, 2010
- Felicia D Thornton · since Nov 16, 2010
- Michelle M Ebanks · since May 11, 2011
- Brad D Smith · since Jun 25, 2013
- Shellye L Archambeau · since Feb 12, 2015
- Tanya L Domier · since Jun 23, 2015
- Gordon Smith · since Nov 17, 2015
Officers 23
- Delena M Sunday · Executive Vice President · on file since 2006
- Laurie M Black · Executive Vice President · on file since 2006
- Blake W Nordstrom · President · on file since 2006
- David M Witman · Executive Vice President · on file since 2006
- Linda T Finn · Executive Vice President · on file since 2006
- Loretta Soffe · Executive Vice President · on file since 2006
- Margaret Myers · Executive Vice President · on file since 2006
- Michael G Koppel · Executive Vice President · on file since 2006
- James A Howell · Vice President · on file since Aug 2007
- Robert Ernst Campbell · Vice President and Treasurer · since Apr 13, 2009
- Kevin T Knight · Executive Vice President · listed since Jun 2009
- Anne Martin-Vachon · Executive Vice President · since May 18, 2010
- R Michael Richardson · Executive Vice President - CIO · since Nov 17, 2011
- Steven C Mattics · Executive Vice President · since Jun 4, 2012
- Paige L Thomas · Executive Vice President · since Aug 22, 2012
- Tricia D Smith · Executive Vice President · since Aug 22, 2012
- Brian Dennehy · Executive Vice President · since Feb 27, 2013
- Robert J Middlemas · Executive Vice President · since Nov 20, 2013
- Michael Sato · Executive Vice President · since Feb 26, 2014
- Karen McKibbin · President Nordstrom Rack · listed since Jun 2017
- Christine Deputy · Chief Human Resources Officer · listed since Mar 2020
- Robert Sari · Senior VP and Secretary · listed since Oct 2017
- Edmond Mesrobian · Ctio · listed since May 2022
10% owners 1
- Bruce A Nordstrom · listed since Apr 2008
Changes in the last 10 years (85)
| May 20, 2025 | Randolph R. Kanai reported in an SEC filing no longer being VP - Controller & Interim CAO |
| May 20, 2025 | Peter E Nordstrom reported in an SEC filing no longer being a director |
| May 20, 2025 | Peter E Nordstrom reported in an SEC filing no longer being Pres. & Chief Brand Officer |
| May 20, 2025 | Mark J Tritton reported in an SEC filing no longer being a director |
| May 20, 2025 | Lisa V Price reported in an SEC filing no longer being Chief Human Resources Officer |
| May 20, 2025 | Kristen Green reported in an SEC filing no longer being a director |
| May 20, 2025 | Ken Worzel reported in an SEC filing no longer being Chief Customer Officer |
| May 20, 2025 | Jason Morris reported in an SEC filing no longer being Ctio |
| May 20, 2025 | James F Nordstrom JR reported in an SEC filing no longer being Chief Merchandising Officer |
| May 20, 2025 | James Donald reported in an SEC filing no longer being a director |
| May 20, 2025 | Guy Persaud reported in an SEC filing no longer being a director |
| May 20, 2025 | Glenda G McNeal reported in an SEC filing no longer being a director |
| May 20, 2025 | Gemma Lionello reported in an SEC filing no longer being President, Nordstrom Rack |
| May 20, 2025 | Fanya Chandler reported in an SEC filing no longer being President, Nordstrom Stores |
| May 20, 2025 | Erik B Nordstrom reported in an SEC filing no longer being a director |
| May 20, 2025 | Erik B Nordstrom reported in an SEC filing no longer being Chief Executive Officer |
| May 20, 2025 | Eric D Sprunk reported in an SEC filing no longer being a director |
| May 20, 2025 | Bradley D Tilden reported in an SEC filing no longer being a director |
| May 20, 2025 | Atticus Nathaniel Tysen reported in an SEC filing no longer being a director |
| May 20, 2025 | Ann Munson Steines reported in an SEC filing no longer being CLO, GC & Corp. Secretary |
| May 20, 2025 | Amie Thuener O'Toole reported in an SEC filing no longer being a director |
| May 20, 2025 | Alexis DePree reported in an SEC filing no longer being Chief Operating Officer |
| Mar 22, 2025 | Randolph R. Kanai became VP - Controller & Interim CAO |
| Mar 21, 2025 | Cathy R Smith left as Chief Financial Officer, per their own SEC filing |
| Dec 20, 2024 | Stacy Brown-Philpot reported in an SEC filing no longer being a director |
| Jun 11, 2024 | Alexis DePree listed as Chief Operating Officer (previously Chief Supply Chain Officer) in SEC filings |
| Mar 11, 2024 | James F Nordstrom JR listed as Chief Merchandising Officer (previously Chief Stores Officer) in SEC filings |
| Nov 6, 2023 | Lisa V Price became Chief Human Resources Officer |
| Sep 25, 2023 | Gemma Lionello listed as President, Nordstrom Rack (previously Executive Vice President) in SEC filings |
| Sep 20, 2023 | Guy Persaud became a director |
| Sep 13, 2023 | Fanya Chandler became President, Nordstrom Stores |
| Aug 1, 2023 | Teri Bariquit left as Chief Merchandising Officer, per their own SEC filing |
| Jul 7, 2023 | Farrell B. Redwine reported in an SEC filing no longer being Chief Human Resources Officer |
| Jun 16, 2023 | Michael W Maher left as CAO and Interim CFO, per their own SEC filing |
| May 29, 2023 | Cathy R Smith became Chief Financial Officer |
| May 1, 2023 | Jason Morris became Ctio |
| Apr 16, 2023 | Eric D Sprunk became a director |
| Mar 8, 2023 | James F Nordstrom JR listed as Chief Stores Officer (previously President, Stores) in SEC filings |
| Jan 3, 2023 | Atticus Nathaniel Tysen became a director |
| Dec 12, 2022 | Michael W Maher listed as CAO and Interim CFO (previously Chief Accounting Officer) in SEC filings |
| Oct 14, 2022 | The company announced the departure of Anne L Bramman as Chief Financial Officer in an SEC filing |
| Oct 13, 2022 | Scott A Meden reported in an SEC filing no longer being Chief Marketing Officer |
| May 31, 2022 | Edmond Mesrobian listed as Ctio (previously Chief Technology Officer) in SEC filings |
| May 31, 2022 | Ann Munson Steines listed as CLO, GC & Corp. Secretary (previously Gen. Counsel & Corp. Secretary) in SEC filings |
| Apr 6, 2022 | Ken Worzel listed as Chief Customer Officer (previously Chief Operating Officer) in SEC filings |
| Apr 6, 2022 | Geevy Sk Thomas reported in an SEC filing no longer being President - Nordstrom Rack |
| Mar 15, 2022 | Amie Thuener O'Toole became a director |
| Aug 18, 2021 | Farrell B. Redwine became Chief Human Resources Officer |
| Jan 3, 2021 | Alexis DePree became Chief Supply Chain Officer |
| Apr 21, 2020 | Mark J Tritton no longer listed as Executive Vice President in SEC filings |
| Apr 21, 2020 | Mark J Tritton first listed as a director in an SEC filing |
| Mar 30, 2020 | James Donald became a director |
| Mar 11, 2020 | Peter E Nordstrom listed as Pres. & Chief Brand Officer (previously Co-President) in SEC filings |
| Mar 11, 2020 | Erik B Nordstrom listed as Chief Executive Officer (previously Co-President) in SEC filings |
| Mar 11, 2020 | Christine Deputy listed as Chief Human Resources Officer (previously Chief Human Resource Officer) in SEC filings |
| Mar 11, 2020 | Ann Munson Steines listed as Gen. Counsel & Corp. Secretary (previously Secretary) in SEC filings |
| Feb 3, 2020 | Ken Worzel listed as Chief Operating Officer (previously Chief Digital Officer) in SEC filings |
| Nov 5, 2019 | Kelley Hall reported in an SEC filing no longer being Treasurer |
| Aug 30, 2019 | Teri Bariquit listed as Chief Merchandising Officer (previously Executive Vice President) in SEC filings |
| Aug 21, 2019 | Sheryl Garland Bichich reported in an SEC filing no longer being Secretary |
| Aug 20, 2019 | Ann Munson Steines became Secretary |
| May 22, 2019 | Sheryl Garland Bichich became Secretary |
| Mar 5, 2019 | Kristen Green became a director |
| Mar 5, 2019 | Glenda G McNeal became a director |
| Sep 10, 2018 | Christine Deputy listed as Chief Human Resource Officer (previously Chief Human Resources Officer) in SEC filings |
| Aug 7, 2018 | Edmond Mesrobian became Chief Technology Officer |
| Jun 12, 2018 | Christine Deputy listed as Chief Human Resources Officer (previously Chief Human Resource Officer) in SEC filings |
| Jun 6, 2018 | Ken Worzel listed as Chief Digital Officer (previously President, Nordstrom.com) in SEC filings |
| Apr 13, 2018 | Christine Deputy listed as Chief Human Resource Officer (previously Chief Human Resources Officer) in SEC filings |
| Feb 27, 2018 | James F Nordstrom JR listed as President, Stores (previously Executive Vice President) in SEC filings |
| Feb 27, 2018 | Geevy Sk Thomas listed as President - Nordstrom Rack (previously Executive Vice President) in SEC filings |
| Feb 22, 2018 | Erik B Nordstrom listed as Co-President (previously Executive Vice President) in SEC filings |
| Dec 14, 2017 | Daniel F Little reported in an SEC filing no longer being Chief Information Officer |
| Nov 9, 2017 | Scott A Meden listed as Chief Marketing Officer (previously Executive Vice President) in SEC filings |
| Nov 9, 2017 | Peter E Nordstrom listed as Co-President (previously Executive Vice President) in SEC filings |
| Oct 31, 2017 | Robert Sari listed as Senior VP and Secretary (previously Exec. VP and Secretary) in SEC filings |
| Aug 25, 2017 | Christine Deputy listed as Chief Human Resources Officer (previously Executive Vice President) in SEC filings |
| Aug 21, 2017 | Kelley Hall became Treasurer |
| Jun 14, 2017 | Ken Worzel listed as President, Nordstrom.com (previously Executive Vice President) in SEC filings |
| Jun 14, 2017 | Karen McKibbin listed as President Nordstrom Rack (previously Executive Vice President) in SEC filings |
| Jun 14, 2017 | Daniel F Little listed as Chief Information Officer (previously Executive Vice President) in SEC filings |
| Jun 3, 2017 | Michael W Maher became Chief Accounting Officer |
| Jun 2, 2017 | Anne L Bramman became Chief Financial Officer |
| May 16, 2017 | Stacy Brown-Philpot became a director |
| Feb 16, 2017 | Karen McKibbin became Executive Vice President |
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Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.