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Institutional ownership roughly stable: -0.37% 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.
Top 5 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
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.
EOD close · as of 2026-09-08 · 8d 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 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $177.8M 100.0% | $185.3M 100.0% | $162.9M 100.0% | $181.3M 100.0% | $143.1M 100.0% | $169.4M 100.0% | $151.0M 100.0% | $146.6M 100.0% | $153.0M 100.0% | $128.7M 100.0% |
| Cost of Revenue | $111.5M 62.7% | $111.7M 60.3% | $95.0M 58.3% | $105.1M 58.0% | $86.7M 60.6% | $104.9M 61.9% | $92.5M 61.2% | $90.9M 62.0% | $91.5M 59.8% | $75.7M 58.8% |
| Gross Profit | $66.3M 37.3% | $73.6M 39.7% | $68.0M 41.7% | $76.2M 42.0% | $56.4M 39.4% | $64.5M 38.1% | $58.6M 38.8% | $55.7M 38.0% | $61.5M 40.2% | $53.0M 41.2% |
| Selling, General & Admin | $59.5M 33.5% | $65.7M 35.5% | $66.1M 40.6% | $65.9M 36.4% | $53.7M 37.5% | $65.9M 38.9% | $67.1M 44.4% | $66.8M 45.5% | $61.6M 40.3% | $48.3M 37.6% |
| Total Operating Expenses | $71.8M 40.4% | $72.3M 39.0% | $71.8M 44.0% | $71.8M 39.6% | $59.2M 41.4% | $71.0M 41.9% | $72.2M 47.8% | $73.7M 50.3% | $65.9M 43.1% | $48.4M 37.7% |
| Operating Income | -$5.5M -3.1% | $1.2M 0.7% | -$3.8M -2.3% | $4.5M 2.5% | -$2.8M -2.0% | -$6.5M -3.9% | -$13.6M -9.0% | -$18.0M -12.3% | -$4.4M -2.9% | $4.5M 3.5% |
| Pretax Income | -$15.2M -8.6% | -$6.8M -3.7% | -$9.4M -5.8% | $1.3M 0.7% | -$5.8M -4.1% | -$12.2M -7.2% | -$18.3M -12.1% | -$22.0M -15.0% | -$8.9M -5.8% | $225K 0.2% |
| Income Tax Expense | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% |
| Net Income | -$12.8M -7.2% | -$4.6M -2.5% | -$7.4M -4.6% | $1.3M 0.7% | -$5.8M -4.1% | -$12.8M -7.5% | -$18.7M -12.4% | $14.1M 9.6% | $7.1M 4.6% | $5.4M 4.2% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.66 | $-0.24 | $-0.40 | $0.07 | $-0.32 | $-0.71 | $-1.04 | $0.78 | $0.39 | $0.30 |
| EPS (Diluted) | $-0.66 | $-0.24 | $-0.40 | $0.07 | $-0.32 | $-0.71 | $-1.04 | $0.77 | $0.38 | $0.30 |
| Weighted Avg Shares (Basic) | 19.4M | 19.1M | 18.7M | 18.3M | 18.0M | 18.0M | 18.0M | 18.0M | 18.0M | 18.0M |
| Weighted Avg Shares (Diluted) | 19.4M | 19.1M | 18.7M | 18.8M | 18.0M | 18.0M | 18.0M | 18.4M | 18.4M | 18.0M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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).
Coverage data unavailable.
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 on -$9M 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 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: -381%. 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).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Mostly long-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 2026-09-08
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
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
High operating leverage: profit moved 138.2× 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 | 62.0 | 61.2 | 61.9 | 60.6 | 58.0 | 58.3 | 60.3 | 62.7 |
| Gross Profit | 38.0 | 38.8 | 38.1 | 39.4 | 42.0 | 41.7 | 39.7 | 37.3 |
| SG&A | 45.5 | 44.4 | 38.9 | 37.5 | 36.4 | 40.6 | 35.5 | 33.5 |
| Operating Income | -12.3 | -9.0 | -3.9 | -2.0 | 2.5 | -2.3 | 0.7 | -3.1 |
| Income Tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Net Income | 9.6 | -12.4 | -7.5 | -4.1 | 0.7 | -4.6 | -2.5 | -7.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BGI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.76T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.37T | 338.4× | 145.2× | 14.5× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $627.8B | 61.4× | 25.3× | 2.7× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $443.0B | 33.0× | 31.9× | 7.2× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $307.5B | 21.7× | 14.6× | 1.9× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $203.1B | 136.6× | — | 1.4× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $139.5B | 25.9× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $131.0B | 185.5× | 112.9× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $112.3B | 60.6× | 27.3× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $110.4B | 16.6× | 12.1× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $104.3B | — | 39.0× | 8.5× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $96.2B | 48.2× | — | 3.3× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $89.0B | 35.2× | 20.7× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $88.9B | 173.2× | 93.5× | 12.6× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $77.4B | 26.2× | 3.8× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $74.4B | 34.9× | 22.2× | 3.3× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $72.3B | 28.9× | 19.7× | 4.1× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.6B | 50.0× | 24.3× | 5.9× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $70.5B | 16.7× | — | 3.9× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $65.1B | 42.2× | 25.8× | 2.8× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $55.6B | — | 4.7× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $54.6B | 17.5× | — | 1.2× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| CMG | $48.4B | 31.8× | 20.9× | 4.1× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| EBAY | $48.4B | 24.8× | 17.5× | 4.4× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $48.3B | 19.9× | 13.5× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| BGI | $4M | — | — | 0.0× | -4.0% | 37.3% | -7.2% | 71.2% | -381% | — | 5 |
Peers = companies sharing BGI's sector (Consumer Cyclical) 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.
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.