STAGEWISE STRATEGIES CORP.

TEGO · Technology · FY2025 filings · · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

50

2024–2025 (latest 2 aligned FYs; v3 window cap 5): revenue $9007 to $95409, increasing; diluted EPS -0.01 to -0.02, decreasing. Two-year history is scoreable but carries less confidence than a full-cycle record.

100

Median gross margin 100.0% over 2y, very stable.

—

Not enough years of ROIC data to score returns on capital.

55

Net cash position — no leverage risk.

24

Owner earnings changed trend unclear over up to the ten most recent annual observations.

The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
Not reported
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
Unavailable — no recent price
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. Flag status unavailable — four adjacent recent FY revenue observations are required.

Among the current top-score group, the median current price is 255% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Oct 24, 2026.

Exactly which 50 companies?

FTNT, IBEX, META, MEDP, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, CPRT, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, DECK, MORN, INTU, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE

Missing a usable price or zero-growth estimate: ANF.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

3 years of fundamentals

The business, in plain English

STAGEWISE STRATEGIES CORP. booked $95409 of revenue in FY2025 in the Technology sector and kept 100.0% of it as gross profit — a high-margin business by that measure. After every other cost, −78.4% of each revenue dollar reached the bottom line.

TEGO's latest filed year, FY2025, doesn't disclose total debt in a form the methodology can use, so current leverage is treated as unmeasured — never assumed to be zero.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2023–FY2025 · 3 fiscal years, normalized from TEGO’s SEC filings

Sales, as filed$95409 FY2025
$0$50000$100000202320242025
Revenue kept after cost of goods100.0% FY2025
0%50%100%202320242025
Standard ROIC or separately labeled Operating ROIC

Exact FY and FY-1 financing invested-capital inputs are required.

Exact FY and FY-1 financing invested-capital inputs are required.

Cash an owner could take out−$74758 FY2025
−$50000$0202320242025

The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Flagship explainer

How STAGEWISE STRATEGIES CORP. makes its money

STAGEWISE STRATEGIES CORP.'s filing does not supply enough comparable lines for a truthful flow chart — here's what is filed:

Table alternative
Filed lineValue% of revenueSource
$95409100%
$95409100%
−$74761−78%
−$74758−78%
Source: · event Sep 30, 2025 · retrieved Oct 24, 2026 · annual-row source set

Flagship explainer

What STAGEWISE STRATEGIES CORP. owns — and owes

STAGEWISE STRATEGIES CORP.'s filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$164867100%
Cash and equivalents$45733%
Stockholders’ equity−$77034−47%
Source: · event Sep 30, 2025 · retrieved Oct 24, 2026 · annual-row source set

Flagship explainer

What drives STAGEWISE STRATEGIES CORP.’s return on equity?

One or more filed inputs needed for the five-factor decomposition are unavailable.

DuPont source inputs
InputValueFiscal yearSource
Net income−$74758FY2025
Income before taxUnavailableFY2025
Operating income−$74761FY2025
Revenue$95409FY2025
Ending assets$164867FY2025
Beginning assets$115744FY2024
Ending equity−$77034FY2025
Beginning equity−$29586FY2024
Source: · event Sep 30, 2025 · retrieved Oct 24, 2026 · annual-row source set

Flagship explainer

Where STAGEWISE STRATEGIES CORP.'s cash went

STAGEWISE STRATEGIES CORP.’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations−$48500−100%
Depreciation and amortization$3463571%
Source: · event Sep 30, 2025 · retrieved Oct 24, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding STAGEWISE STRATEGIES CORP.

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited0 not holding0/19 resolved19 not retrieved

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Abrams CapitalNot retrievedComparison not retrievedFiling not retrieved
Akre CapitalNot retrievedComparison not retrievedFiling not retrieved
Baupost GroupNot retrievedComparison not retrievedFiling not retrieved
Berkshire HathawayNot retrievedComparison not retrievedFiling not retrieved
Brave Warrior AdvisorsNot retrievedComparison not retrievedFiling not retrieved
Dodge & CoxNot retrievedComparison not retrievedFiling not retrieved
First EagleNot retrievedComparison not retrievedFiling not retrieved
FundsmithNot retrievedComparison not retrievedFiling not retrieved
Gardner Russo & QuinnNot retrievedComparison not retrievedFiling not retrieved
Gates Foundation TrustNot retrievedComparison not retrievedFiling not retrieved
Mairs & PowerNot retrievedComparison not retrievedFiling not retrieved
Markel / Markel-GaynerNot retrievedComparison not retrievedFiling not retrieved
Oakmark / Harris AssociatesNot retrievedComparison not retrievedFiling not retrieved
Pershing SquareNot retrievedComparison not retrievedFiling not retrieved
Polen CapitalNot retrievedComparison not retrievedFiling not retrieved
Sequoia / Ruane CunniffNot retrievedComparison not retrievedFiling not retrieved
Southeastern Asset ManagementNot retrievedComparison not retrievedFiling not retrieved
Tweedy, BrowneNot retrievedComparison not retrievedFiling not retrieved
Yacktman Asset ManagementNot retrievedComparison not retrievedFiling not retrieved

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: Filing source not retrieved · event Jun 30, 2026 · retrieved Oct 24, 2026

Flagship explainer

What STAGEWISE STRATEGIES CORP. insiders reported

We could not retrieve insider activity for this rendering; no zero-activity claim is shown.

Unavailable: Form 4 activity could not be retrieved for this rendering.

Moat Score history

1 logged reading since Oct 24, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale57.2 / 100
0406080100WideNarrowShallowNo moatOct 24, 2026

Score history begins Oct 24, 2026 — the record builds forward from here.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

None yet — TEGO has read Shallow moat for every logged capture since Oct 24, 2026.

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for TEGO.

Technology context

#219 of 752 scored Technology companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #217DASH DOORDASH, INC.57.5 out of 100, Shallow moatShallow moat
  2. #218TBLA TABOOLA.COM LTD.57.2 out of 100, Shallow moatShallow moat
  3. #220SRCO SPARTA COMMERCIAL SERVICES, INC.56.9 out of 100, Shallow moatShallow moat
  4. #221DGII DIGI INTERNATIONAL INC.56.9 out of 100, Shallow moatShallow moat

Compare TEGO with its nearest peers →All Technology companies on the Index →

Common questions about TEGO

Does STAGEWISE STRATEGIES CORP. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores STAGEWISE STRATEGIES CORP. (TEGO) 57.2 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 50, pricing power 100, returns on capital not measurable from the filings, balance-sheet safety 55, capital allocation 24.
How has TEGO's Moat Score changed over time?
The record logs 1 reading since Oct 24, 2026; the latest reads 57.2 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.