TDC
the council passes — AVOIDTERADATA CORP /DE/·Technology
Doesn't clear the council's bar right now.
54/100C
Price at last run$35.66as of Jul 8, 2026
quality techHigh returns on capitalROIC ~84% — it earns well on the money it puts to work.
Strong gross margins59% gross margin.
Generates real cash8.7% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
LeverageCarries meaningful debt (debt/equity 2.0).
ShrinkingRevenue contracting (-5%).
What keeps us out
- Debt rising faster than cash flow.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.