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Company
Northwind Freight · NWF
Assessment
Compound build-up — Jul 2026
Status
Active
Data as of
28/07/2026

Compound analysis

Build up the economics from components you rate yourself. The index below is arithmetic on your ratings — it is not the app’s opinion of the company.

Compound Strength Indexom-calc-v3Your ratings only
72/100
Reinvestment runway78
Returns on capital82
Pricing power70
Balance-sheet room64
Management record66
Where this number came from: five components, each rated by you, averaged by a formula you can open (om-calc-v3). Change a rating and the index moves. Nothing here is scored by the app, and the index is not a recommendation — it is a summary of what you already said.
Return on capitalTrailing, from filings
FY19FY21FY23~18% FY24
ConfidenceYou set this

How much weight your own work carries here. The app records it and will show it back to you at review.

Set by you on 28 Jul. Not inferred, not scored.
Evidence boardProvenance on every line
SOURCEDFY24 10-K, p.42Operating ratio 84.2%, down from 86.4% in FY21.
SOURCEDFY24 10-K, p.61Terminal count 214, up from 198 three years earlier.
YOURSYour read, 10 JulDensity is the mechanism; the market keeps pricing it as cycle.
AI SUMMARYQ3 call, condensedManagement attributes margin to lane density, not rate environment. Unverified paraphrase — open the transcript.
Data roomWhat this assessment is built on
FILINGFY24 Form 10-KFiled 21 Feb 2026 · SEC EDGAR · read 4 Jul
FILINGFY23 Form 10-KFiled 23 Feb 2025 · SEC EDGAR · read 4 Jul
TRANSCRIPTQ3 FY26 earnings callOperator transcript · read 8 Jul
YOURSTerminal map, hand-builtYour own spreadsheet of lane overlap · 6 Jul
Nothing enters an assessment without a row here. If a claim has no document behind it, it is marked as yours — not upgraded to a fact.
Agent centerTen specialists · you choose who to ask

Each one answers in a narrow lane and none of them concludes. Whatever they return arrives as a proposal you accept, edit or reject — it never enters the assessment on its own.

Mira ChenLead Coach

Use Mira when your work feels scattered or you are unsure what to investigate next.

Elias WardEvidence Analyst

Use Elias to trace a claim to its source or find what the current evidence does not support.

Priya RamanAccounting Quality

Use Priya when a metric, trend, or accounting relationship needs closer inspection.

Tessa MorganBusiness & Moat

Use Tessa to test whether a claimed advantage is observable, durable, and source-backed.

Julian ParkValuation Coach

Use Julian to question your inputs, ranges, and internal logic without setting them for you.

Noah ValeSkeptic

Use Noah when you want the strongest challenge to the view you currently hold.

Caleb ReedPre-Mortem Analyst

Use Caleb to examine how process, incentives, or bias may be shaping your judgment.

Sofia BennettExpert Lenses

Use Sofia to examine an issue through a named public framework without imitation, endorsement, or a decision verdict.

Lena OrtizMemo Editor

Use Lena when your accepted material needs a clearer narrative or tighter organization.

Hana WellsDecision Calibration

Use Hana after a decision to compare what you expected with what you later observed.

Sources & auditAppend-only
YOU28 Jul 09:14 · rated Pricing power 70Component of the Compound Strength Index.
AGENT28 Jul 09:31 · Tessa Morgan proposed a challengeAwaiting your accept, edit or reject — not yet in the record.
YOU28 Jul 09:40 · set confidence to WorkingYour rating, not inferred.
SYSTEM28 Jul 09:41 · om-calc-v3 recomputed the indexArithmetic only. Formula version pinned to this assessment.