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Data as of Q2 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.
Top 1 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
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.
Ranked against 9 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-06-30.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FBIN | $4.7B | 15.8× | 10.9× | 1.0× | -3.2% | 44.6% | 6.7% | 12.5% | 6.1% | 3.6× | 511 |
| LPX | $4.6B | 31.6× | — | 1.7× | -7.9% | 21.8% | 5.4% | 8.4% | 7.0% | — | 411 |
| TREX | $4.6B | 25.2× | 14.2× | 3.9× | 2.0% | 39.2% | 16.2% | 18.4% | 18.4% | -0.0× | 456 |
| SKY | $4.3B | 21.8× | 12.4× | 1.6× | 7.3% | 26.4% | 7.8% | 13.2% | 13.0% | -2.0× | 352 |
| CVCO | $4.1B | 22.2× | 15.3× | 1.8× | 11.4% | 23.5% | 8.5% | 17.3% | 17.3% | -0.9× | 349 |
| UFPI | $4.1B | 14.8× | 6.8× | 0.7× | -5.0% | 16.8% | 4.7% | 9.6% | 9.0% | -1.4× | 369 |
| KOP | $821M | 15.8× | 7.7× | 0.4× | -10.2% | 23.8% | 3.0% | 9.8% | 3.8% | 4.1× | 207 |
| LEGH | $661M | 16.0× | 13.0× | 4.0× | -10.7% | 48.5% | 25.4% | 7.9% | 7.9% | -0.2× | 121 |
| JELD | $134M | — | — | 0.0× | -14.9% | 16.0% | -19.3% | -674% | -49.1% | — | 148 |
| AMWD | — | — | — | — | -7.5% | 17.9% | 5.8% | 10.9% | 7.7% | 1.7× | 1 |
Peers = companies sharing AMWD's sector (Millwood, Veneer, Plywood, & Structural Wood Members) 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.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $96.7M buybacks = $96.7M returned on $68.7M FCF.
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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 8%. 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 a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.71B 100.0% | $1.85B 100.0% | $2.07B 100.0% | $1.86B 100.0% | $1.74B 100.0% | $1.65B 100.0% | $1.65B 100.0% | $1.25B 100.0% | $1.03B 100.0% | $947.0M 100.0% |
| Cost of Revenue | $1.40B 82.1% | $1.47B 79.6% | $1.71B 82.7% | $1.63B 87.8% | $1.42B 81.5% | $1.32B 80.2% | $1.30B 78.9% | $994.9M 79.6% | $805.6M 78.2% | $747.4M 78.9% |
| Gross Profit | $306.6M 17.9% | $377.8M 20.4% | $357.5M 17.3% | $226.4M 12.2% | $322.1M 18.5% | $326.6M 19.8% | $346.5M 21.1% | $255.4M 20.4% | $224.6M 21.8% | $199.7M 21.1% |
| Selling, General & Admin | $75.5M 4.4% | $124.0M 6.7% | $125.0M 6.1% | $97.5M 5.3% | $112.5M 6.5% | $113.4M 6.9% | $112.9M 6.9% | $69.9M 5.6% | $45.4M 4.4% | $40.0M 4.2% |
| Operating Income | $140.2M 8.2% | $161.4M 8.7% | $136.4M 6.6% | $36.2M 1.9% | $114.7M 6.6% | $130.1M 7.9% | $141.7M 8.6% | $107.7M 8.6% | $108.2M 10.5% | $93.2M 9.8% |
| Interest Expense | — | — | — | — | — | — | — | $2.4M 0.2% | $885K 0.1% | $378K 0.0% |
| Other Income (Expense), net | -$3.4M -0.2% | -$1.2M -0.1% | $232K 0.0% | -$476K -0.0% | -$10.9M -0.6% | -$2.2M -0.1% | $4.8M 0.3% | $109K 0.0% | $166K 0.0% | -$1.2M -0.1% |
| Pretax Income | $126.5M 7.4% | $152.0M 8.2% | $122.7M 5.9% | -$43.0M -2.3% | $80.7M 4.6% | $98.9M 6.0% | $110.9M 6.7% | $94.8M 7.6% | $108.9M 10.6% | $91.8M 9.7% |
| Income Tax Expense | $27.1M 1.6% | $35.8M 1.9% | $29.0M 1.4% | -$13.3M -0.7% | $19.5M 1.1% | $25.3M 1.5% | $27.2M 1.7% | $31.6M 2.5% | $37.7M 3.7% | $33.1M 3.5% |
| Net Income | $99.5M 5.8% | $116.2M 6.3% | $93.7M 4.5% | -$29.7M -1.6% | $61.2M 3.5% | $73.7M 4.5% | $83.7M 5.1% | $63.1M 5.1% | $71.2M 6.9% | $58.7M 6.2% |
| Per Share | ||||||||||
| EPS (Basic) | $6.55 | $7.20 | $5.64 | -$1.79 | $3.61 | $4.36 | $4.84 | $3.80 | $4.38 | $3.61 |
| EPS (Diluted) | $6.50 | $7.15 | $5.62 | -$1.79 | $3.59 | $4.34 | $4.83 | $3.77 | $4.34 | $3.57 |
| Weighted Avg Shares (Basic) | 15.2M | 16.1M | 16.6M | 16.6M | 17.0M | 16.9M | 17.3M | 16.6M | 16.3M | 16.3M |
| Weighted Avg Shares (Diluted) | 15.3M | 16.3M | 16.7M | 16.6M | 17.0M | 17.0M | 17.3M | 16.7M | 16.4M | 16.4M |
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.
No current price collected.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 11% against ROIC 8% — 3% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.8× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 79.6 | 78.9 | 80.2 | 81.5 | 87.8 | 82.7 | 79.6 | 82.1 |
| Gross Profit | 20.4 | 21.1 | 19.8 | 18.5 | 12.2 | 17.3 | 20.4 | 17.9 |
| SG&A | 5.6 | 6.9 | 6.9 | 6.5 | 5.3 | 6.1 | 6.7 | 4.4 |
| Operating Income | 8.6 | 8.6 | 7.9 | 6.6 | 1.9 | 6.6 | 8.7 | 8.2 |
| Income Tax | 2.5 | 1.7 | 1.5 | 1.1 | -0.7 | 1.4 | 1.9 | 1.6 |
| Net Income | 5.1 | 5.1 | 4.5 | 3.5 | -1.6 | 4.5 | 6.3 | 5.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AMWD: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $48.2M (at 2025-04-30) covers all $24.7M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-04-30 (10-K). The cash figure is from 2025-04-30, so the two are not the same balance-sheet date — the schedule has not been refiled since.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~0.3% on $814.0M of debt. Interest last disclosed in FY2018 (no longer broken out).
Cash of $48.2M fully covers short-term debt of $7.7M.
Mostly short-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
Cost of capital cannot be computed, so the spread is unknown.
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2016 | 21.1% | 9.8% | 6.2% |
| FY2017 | 21.8% | 10.5% | 6.9% |
| FY2018 | 20.4% | 8.6% | 5.1% |
| FY2019 | 21.1% | 8.6% | 5.1% |
| FY2020 | 19.8% | 7.9% | 4.5% |
| FY2021 | 18.5% | 6.6% | 3.5% |
| FY2022 | 12.2% | 1.9% | -1.6% |
| FY2023 | 17.3% | 6.6% | 4.5% |
| FY2024 | 20.4% | 8.7% | 6.3% |
| FY2025 | 17.9% | 8.2% | 5.8% |
Leverage and buybacks account for 3 points of the 11% return on equity in FY2025. The business earns 8% on the capital it employs; the rest is balance sheet.
ROE is on average equity; ROIC is NOPAT over average invested capital (debt plus equity less excess cash). The gap is not a single adjustment.
No material counter-signal in the checked set: ROIC vs WACC spread, 5-year spread history, gross margin trend, operating margin trend, net margin against 3 years ago, revenue growth, ROIC ex-goodwill gap.
Missing from our data, so excluded from this answer: beta, market_cap.
Converts 1.49x of reported profit into free cash flow over 5 years, with accruals negative.
Reported free cash flow is $69M; after share-based compensation it is $61M. The difference is a real cost that the cash flow statement adds back.
Debt is present but there is no positive EBITDA or no reported interest expense, so coverage cannot be measured.
This schedule comes from a filing dated 2013-04-30, 4914 days old. Maturities are shown relative to that date, not to today.
Ladder as of 2013-04-30 (10-K); cash from the 2025-04-30 balance sheet; FCF from FY2025.
Balance sheet at 2025-04-30. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
No material counter-signal in the checked set: net debt / EBITDA, interest coverage, stressed coverage, maturity schedule vs cash and one year of FCF, liquidity ratios.
Missing from our data, so excluded from this answer: interest_expense.
No current price or share count, so the market's assumption cannot be solved for.
No material counter-signal in the checked set: reverse-DCF implied growth, historical FCF CAGR, per-year FCF growth distribution, reporting-basis breaks, discount rate used, free-cash-flow basis (stock comp charged?).
Missing from our data, so excluded from this answer: market_cap.
| Step | Amount | Running total |
|---|---|---|
| Net income | $99M | $99M |
| Share-based comp | $8M | $107M |
| Other non-cash & working capital | $1M | $108M |
| Operating cash flow | $108M | $108M |
| Capex | −$40M | $69M |
| Free cash flow | $69M | $69M |
| FCF after SBC | $61M | $61M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2020 | 0.3% | -15.5% | -15.8 points |
| FY2021 | 5.7% | 38.1% | 32.4 points |
| FY2022 | 6.5% | 6.9% | 0.4 points |
| FY2023 | 11.3% | -24.1% | -35.3 points |
| FY2024 | -10.6% | -1.4% | 9.2 points |
| FY2025 | -7.5% | -5.4% | 2.0 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2019 | 27.9 days | 30.5 days | 17.2 days | 41.2 days |
| FY2020 | 23.5 days | 30.8 days | 15.5 days | 38.8 days |
| FY2021 | 30.7 days | 40.6 days | 23.5 days | 47.8 days |
| FY2022 | 30.8 days | 51.1 days | 24.9 days | 57 days |
| FY2023 | 21.1 days | 40.7 days | 13.7 days | 48.1 days |
| FY2024 | 23.2 days | 39.5 days | 16 days | 46.7 days |
| FY2025 | 23.7 days | 46.3 days | 13.1 days | 57 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2019 | -7.0 percent |
| FY2020 | -6.4 percent |
| FY2021 | -5.5 percent |
| FY2022 | -3.3 percent |
| FY2023 | -6.9 percent |
| FY2024 | -7.2 percent |
| FY2025 | -0.6 percent |
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2025) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.