Public companies, decoded straight from their own filings.
Every article on Analysis10k starts with a 10-K, a 10-Q, or an earnings call transcript — never a headline. We publish three angles per company: what it does, how its story has changed, and what its stock price is betting on.
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View all posts →What GS's Stock Price Is Really Betting On
Goldman Sachs's balance sheet makes a standard reverse DCF meaningless — so this uses the bank-valuation model investors actually rely on instead: reverse-engineering the return on equity its stock price already assumes.
2026-09-06Company SnapshotPepsiCo (PEP): What This Company Actually Does
A plain-English read of PepsiCo's business model — snacks and beverages sold through retail worldwide — built directly from its SEC filings.
2026-09-06The StoryPepsiCo's Last Three Years: Three Straight 'Second-Half Recovery' Promises
How PepsiCo went from boasting 55 straight quarters of beating consensus to cutting guidance two years running — once mid-year — while repeating 'it gets better in the second half' for a third straight year.
2026-09-06Reverse DCFWhat PEP's Stock Price Is Really Betting On
Reverse-engineering the growth rate PepsiCo's share price already assumes — and comparing it with the company's actual growth record.
2026-09-06Company SnapshotMcDonald's (MCD): What This Company Actually Does
A plain-English read of McDonald's business model — leasing real estate and brand to franchisees — built directly from its SEC filings.
2026-09-06Company SnapshotCrowdStrike (CRWD): What This Company Actually Does
A plain-English read of CrowdStrike's business model — real-time cyberattack detection sold as a subscription — built directly from its SEC filings.
2026-09-06