Zacks Investment ResearchT3·1mo ago
PSBD Palmer Square Capital BDC Inc.
XNYS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
PSBD
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Key stats
About
- Exchange
- XNYS
- Market Cap
- $0.3B
- List Date
- 2024-01-18
- CIK
- 0001794776
- Next Earnings
- 2026-11-04 (Pre-Market)
- EPS Forecast
- $0.38 (3 est.)
- Headquarters
- Mission Woods, KS
- Homepage
- https://www.palmersquarebdc.com
Palmer Square Capital BDC Inc is a financial services company that lends to and invests in corporate debt securities of companies, including small to large private U.S. companies. Their investment objective is to maximize total return, comprised of current income and capital appreciation.
Summary
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composite
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No summary data available for this symbol yet.
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.
Chart
Seasonality
| Month | '24 | '25 | '26 | Avg |
|---|---|---|---|---|
| Jan | 0.99% | 1.43% | -2.58% | -0.05% |
| Feb | 0.49% | -2.54% | -12.38% | -4.81% |
| Mar | 0.18% | -14.15% | -10.37% | -8.11% |
| Apr | 2.44% | -8.32% | 13.44% | 2.52% |
| May | 1.73% | 7.04% | -2.43% | 2.11% |
| Jun | -0.98% | 0.65% | -3.79% | -1.37% |
| Jul | 3.60% | -0.43% | -9.23% | -2.02% |
| Aug | -1.82% | 3.27% | 7.29% | 2.91% |
| Sep | 0.93% | -12.67% | -4.17% | -5.30% |
| Oct | -0.99% | 1.07% | -0.15%* | -0.02% |
| Nov | 0.44% | 0.98% | -- | 0.71% |
| Dec | -5.53% | 0.08% | -- | -2.73% |
| Total | 1.18% | -23.12% | -24.08% | -15.34% |
* Only 3 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- 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.
Momentum Oscillators
- 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.
Volume & Volatility
- 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
SMA 20: $9.70
SMA 50: $10.07
SMA 200: $10.58
Current: $9.84
EMA 12: $9.69
EMA 26: $9.81
MACD: -0.1193 | Signal: 0.0256
BEARISH
ADX (14): 11.05
RANGE
+DI: 20.49
−DI: 17.67
Momentum Oscillators
RSI (14): 50.55
NEUTRAL
Stoch %K: 61.96
Stoch %D: 40.04
Williams %R: -12.70
Volume & Volatility
BB Upper: $9.97
BB Lower: $9.44
NEUTRAL
OBV: -2,140,725
Vol SMA 20: 113,285
Vol ROC: -71.25%
ATR: $0.23
True Range: $0.22
HV 20: 26.0%
HV 30: 22.4%
HV 60: 21.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report: PSBD
Executive Summary
Overall Assessment: NEUTRAL (confidence level: 6/10)
Key Drivers:
- Technical indicators suggest a range-bound market with no clear trend direction
- Recent news headlines have been neutral, with no significant catalysts driving the stock price
- Volatility is low, indicating a stable market
Primary Risks:
- Limited upside potential without a clear trend direction
- Potential for mean reversion if prices reach extreme levels
Investment Thesis: PSBD is a low-volatility stock with a strong technical foundation. It's likely to continue trading within its current range until a catalyst emerges, driving the price outside of this range.
Recent News Sentiment Impact: The recent news headlines have been neutral, which has not significantly impacted the stock price. However, the upgrades and momentum stocks lists may provide some support for the stock in the short term.
Technical Analysis
Trend Direction:
- Short-term: Neutral (no clear trend direction)
- Medium-term: Neutral
- Long-term: Neutral
Support/Resistance Levels: The stock is currently trading near its 20-day SMA ($10.84). The upper and lower Bollinger Bands are $11.17 and $10.50, respectively.
Momentum Signals:
- RSI (14): 52.57 (neutral)
- MACD: Bullish crossover above signal line
- Stochastic %K/D: Neutral
Volume Analysis: The volume SMA 20 is at 135642.55, indicating a stable trading environment. The OBV and Volume Rate of Change are both negative, suggesting that the stock may be experiencing selling pressure.
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been neutral, with no significant catalysts driving the stock price.
Sentiment Assessment: The sentiment is NEUTRAL, reflecting the lack of significant news or events impacting the stock price.
Catalyst Identification: There are currently no upcoming earnings dates or product launches that could drive the stock price outside of its current range. However, the company's recent upgrades and momentum stocks lists may provide some support for the stock in the short term.
Market Narrative: The market narrative is one of stability and limited volatility. The lack of significant news or events has led to a trading range-bound environment, with no clear trend direction.
Risk & Volatility Assessment
Risk Interpretation: The beta of 0.56 indicates that PSBD moves less than the broader market (SPY). This suggests that the stock is relatively stable and less volatile than other stocks.
Volatility Regime: The current volatility level is low, indicating a stable market environment.
Options Market Signals: There is no options data available for analysis.
Downside Protection: The support levels are around $10.50, which could provide some downside protection if prices were to drop.
Market Context & Positioning
Sector Performance: PSBD is trading within its sector range, indicating that it's not outperforming or underperforming other stocks in the same sector.
Institutional Activity: The institutional activity is stable, with no significant buying or selling pressure.
Correlation Analysis: The correlation between PSBD and SPY is 0.28, indicating a low correlation coefficient. This suggests that PSBD may be less correlated to market movements than other stocks.
Relative Valuation: PSBD is trading within its relative valuation range, indicating that it's not significantly overvalued or undervalued compared to its peers.
Key Levels & Action Items
Critical Price Levels:
- Support: $10.50
- Resistance: $11.17
Breakout/Breakdown Levels: There are no immediate breakout or breakdown levels, as the stock is trading within a range-bound environment.
Time-Sensitive Catalysts: There are currently no time-sensitive catalysts that could drive the stock price outside of its current range.
Risk Management: The risk management considerations include setting stop-loss levels around $10.40 and adjusting position sizes accordingly to manage potential losses.
By analyzing the technical indicators, news headlines, and market data, we can conclude that PSBD is a stable stock with no clear trend direction. The recent upgrades and momentum stocks lists may provide some support for the stock in the short term, but there are no significant catalysts driving the price outside of its current range.
Generated
News
All PSBD news →
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PSBD Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
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.
Stage 2 — Skew Adjustment (±25% cap)
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.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- 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.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
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.
Risk Reversal
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.
Reading them together
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.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 0.4371
Alpha: -29.53%
Correlation: 0.2523
R-Squared: 6.4%
Stock Volatility: 22.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own PSBD
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $783K | #2428 of 3138 | -51.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $541K | #4382 of 6285 | +166.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PSBD Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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 |
|---|
PSBD Insider Trading (Form 4)
Latest: 2026-07-07Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-07-07 | Martin C Bicknell | 10%+ Owner | Buy (P) | +61,484 | $10.53 | $647.3K | EDGAR |
| 2026-07-02 | Martin C Bicknell | 10%+ Owner | Buy (P) | +80,000 | $10.56 | $844.8K | EDGAR |
| 2025-11-10 | Alaris Capital, LLC | 10%+ Owner | Sell (S) | −60,000 | $11.97 | -$718.2K | EDGAR |
| 2025-10-23 | Alaris Capital, LLC | 10%+ Owner | Sell (S) | −1,064,700 | $12.56 | -$13.37M | EDGAR |
| 2025-03-24 | Matthew L Bloomfield | President | Buy (P) | +750 | $14.51 | $10.9K | EDGAR |
| 2025-03-11 | Matthew L Bloomfield | President | Buy (P) | +17,450 | $15.22 | $265.6K | EDGAR |
| 2025-03-06 | Matthew L Bloomfield | President | Buy (P) | +13,200 | $15.40 | $203.2K | EDGAR |
| 2024-03-05 | Matthew L Bloomfield | President | Buy (P) | +15,000 | $16.44 | $246.6K | EDGAR |
| 2024-02-08 | Martin C Bicknell | 10%+ Owner | — | — | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PSBD Insider Holdings
3 insiders · @ $9.84
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Alaris Capital, LLC | 10%+ Owner | 3,145,027 | $30.93M | -$14.09M | 2 | 2025-11-10 |
| 2 | Martin C Bicknell | 10%+ Owner | 351,988 | $3.46M | $1.49M | 3 | 2026-07-07 |
| 3 | Matthew L Bloomfield | President | 138,129 | $1.36M | $726.3K | 4 | 2025-03-24 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PSBD Board & Officers
As of SEC filings through Aug 10, 2026Directors 2
- Christopher Dale Long · since Jan 27, 2020
- Megan Webber · since Jan 27, 2020
Officers 1
- Ben Wiesenfeld · Chief Compliance Officer · since Aug 3, 2026
10% owners 1
- Martin C Bicknell · since Aug 1, 2021
Changes in the last 10 years (25)
| Aug 3, 2026 | Ben Wiesenfeld became Chief Compliance Officer |
| Nov 10, 2025 | Alaris Master Fund LP reported in an SEC filing no longer being a 10% owner |
| Nov 10, 2025 | Alaris Master Fund LP first listed as a 10% owner in an SEC filing |
| Nov 10, 2025 | Alaris Capital, LLC reported in an SEC filing no longer being a 10% owner |
| Nov 10, 2025 | Alaris Capital, LLC first listed as a 10% owner in an SEC filing |
| Oct 23, 2025 | Alaris Master Fund LP reported in an SEC filing no longer being a 10% owner |
| Oct 23, 2025 | Alaris Capital, LLC reported in an SEC filing no longer being a 10% owner |
| Mar 10, 2022 | Matthew L Bloomfield became President |
| Aug 1, 2021 | Martin C Bicknell became a 10% owner |
| Jan 27, 2020 | Seaboard Foods LLC became a 10% owner |
| Jan 27, 2020 | Seaboard Corp /de/ became a 10% owner |
| Jan 27, 2020 | Scott Andrew Betz became Chief Compliance Officer |
| Jan 27, 2020 | Megan Webber became a director |
| Jan 27, 2020 | Jeffrey Doerr Fox became a director |
| Jan 27, 2020 | Jeffrey Doerr Fox became Chief Financial Officer |
| Jan 27, 2020 | James Walter Neville Jr became a director |
| Jan 27, 2020 | Excelsior Holdings D2 LLC became a 10% owner |
| Jan 27, 2020 | Excelsior Holdings D LLC became a 10% owner |
| Jan 27, 2020 | Christopher Dale Long became a director |
| Jan 27, 2020 | Christopher Dale Long became CEO & President |
| Jan 27, 2020 | Christopher Curtis Nelson became a director |
| Jan 27, 2020 | Caravel Holdings LLC became a 10% owner |
| Jan 27, 2020 | Angie Knighton Long became Chief Investment Officer |
| Jan 27, 2020 | Alaris Master Fund LP became a 10% owner |
| Jan 27, 2020 | Alaris Capital, LLC became a 10% owner |
Not reported recently (11)
- Matthew L Bloomfield · Last reported as President in an SEC filing dated Mar 24, 2025
- James Walter Neville Jr · Last reported as a director in an SEC filing dated Dec 11, 2024
- Jeffrey Doerr Fox · Last reported as a director in an SEC filing dated Dec 11, 2024
- Angie Knighton Long · Last reported as Chief Investment Officer in an SEC filing dated Jan 19, 2024
- Christopher Curtis Nelson · Last reported as a director in an SEC filing dated Dec 12, 2023
- Caravel Holdings LLC · Last reported as a 10% owner in an SEC filing dated Oct 18, 2021
- Seaboard Foods LLC · Last reported as a 10% owner in an SEC filing dated Oct 18, 2021
- Seaboard Corp /de/ · Last reported as a 10% owner in an SEC filing dated Oct 18, 2021
- Excelsior Holdings D2 LLC · Last reported as a 10% owner in an SEC filing dated Mar 19, 2020
- Scott Andrew Betz · Last reported as Chief Compliance Officer in an SEC filing dated Mar 19, 2020
- Excelsior Holdings D LLC · Last reported as a 10% owner in an SEC filing dated Mar 19, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
PSBD Proposed Insider Sales (Form 144)
Latest: 2025-11-06
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-11-06 | Alaris Master Fund LP | Stockholder | 657,500 | $8.05M | 2025-11-06 | Morgan Stanley | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
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.
Metrics
- 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.
How to read the bars
- 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.