Forensic Analysis · Technology / Software · as of Aug 13, 2026
Corvex, Inc. (MOVE)
A forensic read on Corvex, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.
F · Poor — capital at risk
Forensic grade
Distress
Financial health
-84.8
Distress distance
Clean
Earnings quality
3
Forensic signals
$258M
Market cap
-57.3%
Revenue growth
This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.
Corvex, Inc. earns an F (Poor — capital at risk) forensic quality grade, and its balance-sheet distress test reads -84.8, placing it in the Distress zone. 3 forensic signals were flagged in its latest SEC filings, led by stock-based comp load.
What the filings flag
673% of rev
FY2025
Stock-based comp load.Stock-based compensation ran 673% of revenue in FY2025 — about $3.46 per diluted share. No cash left the business to pay it, which is why operating cash flow adds it back. Net of repurchases the diluted count still rose about 32.6% a year and that rate is not falling, so total profit has to grow by that much annually before any of it reaches a share. Stock compensation is one source of that issuance; acquisition consideration, equity raises, convertibles and other employee plans also net into the count, and these figures do not separate them.
306d
FY2024→FY2025
Inventory days.Days inventory outstanding moved from 192 to 306 FY2024→FY2025 (against cost of goods sold; inventory -14% vs -24% in cost of sales). Inventory is building a little faster than sales — watch for markdowns.
n/m (stock split)
FY2022–FY2025
Share count (stock split).Diluted share count changed -97% over the last 3 years to FY2025, but that includes a large one-time change around FY2023 consistent with a stock split or reverse split, not gradual buybacks or issuance — a split changes the count with NO effect on any holder's proportional ownership, so the raw -70.6%/yr figure isn't a real buyback/dilution read here.
Key fundamentals
Latest Revenue$433,000.00
Revenue Growth YoY-57.3%
Revenue CAGR (3yr)+48.2%
Net Margin-4222.9%
The forensic grade and screens above are free — no account needed. Want the AI investment read on top — the 0–100 rating, thesis, bull-vs-bear, red flags and the 12-month scenario, written from Corvex, Inc.'s actual 10-K/10-Q/8-K filings?