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Institutional ownership roughly stable: -0.19% change quarter-over-quarter.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Top 14 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -67%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~55.0% on $755512 of debt.
Cash of $681480 is below short-term debt of $755512 — relies on refinancing/operations.
Mostly short-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-08-05
Where each multiple sits in its own 16-yr range · 12th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 16-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 2663.6 | 2.9 | 3.9 | 1.4 | 29.5 | 198.1 | 0.1 | — |
| Gross Profit | -2563.6 | 97.1 | 96.1 | 98.6 | 70.5 | -98.1 | 99.9 | — |
| R&D | 14213.9 | 149.4 | 113.8 | 282.1 | 277.7 | 697.3 | 35.2 | 40.9 |
| SG&A | 22839.5 | 437.4 | 884.7 | 1615.0 | 625.7 | 3521.8 | 443.8 | 975.5 |
| Operating Income | -40031.1 | -492.9 | -1760.9 | -3290.1 | -1558.5 | -4439.2 | -923.3 | -2416.0 |
| Income Tax | -5248.7 | -11.0 | -45.6 | 231.9 | 82.3 | 167.9 | -21.7 | 8.2 |
| Net Income | -87184.2 | -560.5 | -2193.1 | -3608.5 | -1693.5 | -5109.3 | -962.1 | -2671.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ABVC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $296K 100.0% | $510K 100.0% | $152K 100.0% | $970K 100.0% | $356K 100.0% | $483K 100.0% | $702K 100.0% | $7K 100.0% | — | — |
| Cost of Revenue | — | $763 0.1% | $302K 198.1% | $286K 29.5% | $5K 1.4% | $19K 3.9% | $20K 2.9% | $185K 2663.6% | — | — |
| Gross Profit | — | $509K 99.9% | -$150K -98.1% | $683K 70.5% | $351K 98.6% | $464K 96.1% | $682K 97.1% | -$178K -2563.6% | — | — |
| Research & Development | $121K 40.9% | $179K 35.2% | $1.1M 697.3% | $2.7M 277.7% | $1.0M 282.1% | $550K 113.8% | $1.0M 149.4% | $989K 14213.9% | $3.2M | $3.2M |
| Selling, General & Admin | $2.9M 975.5% | $2.3M 443.8% | $5.4M 3521.8% | $6.1M 625.7% | $5.7M 1615.0% | $4.3M 884.7% | $3.1M 437.4% | $1.6M 22839.5% | $812K | $707K |
| Total Operating Expenses | $7.2M 2416.0% | $5.2M 1023.2% | $6.6M 4341.1% | $15.8M 1629.0% | $12.1M 3388.6% | $9.0M 1857.0% | $4.1M 590.0% | $2.6M 37467.5% | $4.1M | — |
| Operating Income | -$7.2M -2416.0% | -$4.7M -923.3% | -$6.8M -4439.2% | -$15.1M -1558.5% | -$11.7M -3290.1% | -$8.5M -1760.9% | -$3.5M -492.9% | -$2.8M -40031.1% | -$4.1M | -$4.0M |
| Interest Expense | $416K 140.5% | $826K 162.1% | $1.3M 861.8% | $294K 30.3% | $227K 63.9% | $405K 83.8% | $482K 68.7% | $463K 6652.5% | $103K | $75K |
| Interest & Investment Income | $167K 56.5% | $87K 17.1% | $185K 121.7% | $188K 19.4% | $43K 12.1% | $71K 14.7% | $23K 3.3% | $5K 74.9% | $180 | $149 |
| Other Income (Expense), net | -$1.2M -405.9% | -$664K -130.4% | -$1.3M -825.4% | -$400K -41.3% | $495K 139.2% | -$2.3M -477.8% | -$552K -78.6% | -$3.6M -52401.7% | -$103K | -$75K |
| Pretax Income | -$8.4M -2821.9% | -$5.4M -1053.7% | -$8.0M -5264.6% | -$15.5M -1599.8% | -$11.2M -3150.9% | -$10.8M -2238.7% | -$4.0M -571.5% | -$6.4M -92432.8% | -$4.2M | -$4.1M |
| Income Tax Expense | $24K 8.2% | -$111K -21.7% | $256K 167.9% | $798K 82.3% | $825K 231.9% | -$220K -45.6% | -$77K -11.0% | -$365K -5248.7% | $830 | $830 |
| Net Income | -$7.9M -2671.8% | -$4.9M -962.1% | -$7.8M -5109.3% | -$16.4M -1693.5% | -$12.8M -3608.5% | -$10.6M -2193.1% | -$3.9M -560.5% | -$6.1M -87184.2% | -$4.2M | -$4.1M |
| Per Share | ||||||||||
| EPS (Basic) | $-0.39 | $-0.42 | $-1.80 | $-5.19 | $-0.51 | $-0.50 | — | $-0.02 | $-0.02 | $-0.02 |
| EPS (Diluted) | $-0.39 | $-0.42 | $-1.80 | $-5.19 | $-0.51 | $-0.50 | — | $-0.02 | $-0.02 | $-0.02 |
| Weighted Avg Shares (Basic) | 20.1M | 11.7M | 4.3M | 3.2M | 25.1M | 19.7M | — | 213.9M | 213.3M | 212.6M |
| Weighted Avg Shares (Diluted) | 20.1M | 11.7M | 4.3M | 3.2M | 25.1M | 19.7M | — | 213.9M | 213.3M | 212.6M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 1111 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LLY | $1.05T | 51.0× | — | 16.1× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $679.0B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $620.1B | 23.4× | — | 6.6× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $435.4B | 104.3× | 31.4× | 7.1× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| UNH | $374.0B | 31.2× | 21.4× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| BDRX | $359.1B | — | — | — | — | — | — | — | — | — | 7 |
| MRK | $321.1B | 17.6× | — | 4.9× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| NVSEF | $289.9B | — | — | — | — | — | — | — | — | — | 2 |
| AZN | $250.4B | — | — | — | — | — | — | — | — | — | 1,248 |
| AMGN | $219.7B | 28.7× | 18.3× | 6.0× | 10.0% | 67.2% | 21.0% | 89.1% | 13.1% | 3.5× | 3,014 |
| TMO | $217.8B | 32.6× | 28.5× | 4.9× | 3.9% | — | 15.1% | 12.6% | 7.0% | 4.9× | 2,481 |
| ABT | $183.9B | 28.4× | 19.5× | 4.2× | 5.7% | 56.4% | 14.7% | 12.5% | 10.5% | 1.0× | 2,964 |
| GILD | $163.5B | 19.4× | 18.1× | 5.5× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| PFE | $146.7B | 19.0× | — | 2.3× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $141.1B | 39.5× | 29.3× | 5.7× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $133.2B | 47.7× | 36.6× | 13.2× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| SYK | $128.8B | 40.1× | 21.8× | 5.1× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| CVS | $126.0B | 71.3× | 12.7× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| VRTX | $123.1B | 31.6× | 26.9× | 10.3× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| MDT | $110.1B | 23.1× | 11.7× | 3.0× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| GLAXF | $106.9B | — | — | — | — | — | — | — | — | — | 5 |
| MCK | $102.7B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| SNYNF | $101.3B | — | — | — | — | — | — | — | — | — | 5 |
| HCA | $92.0B | 14.5× | — | 1.2× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $86.4B | 15.5× | 14.8× | 0.4× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| ABVC | $25M | — | — | 85.5× | -41.9% | — | -2672% | -71.2% | -66.6% | -0.1× | 14 |
Peers = companies sharing ABVC's sector (Healthcare) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.