Verdict & Margin-of-Truth
The single-line forensic verdict — does the company's narrative match what they actually deliver?
Composite of Execution and Vision scores, expressed as a gap. The wider the gap, the more the story is running ahead of the operating reality.
- ALIGNED (gap < 8)Words and delivery match, and both are solid. Quiet, often undervalued operators.
- CONVERGED FAILURE (gap < 8, both below 55)Words and delivery match — at a weak level. Consistency here is a foundational strategy problem, not a virtue.
- HEALTHY TENSION (8–17)Ambition slightly outpaces delivery — normal for growth.
- WATCH ZONE (18–29)Narrative is meaningfully ahead. Expect promotional language.
- NARRATIVE DANGER (30+)Story has detached from results. High disappointment risk.
Start here, then drill into Execution and Vision to see which side of the gap is doing the work.
