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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.
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.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $205.4M 100.0% | $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% |
| Cost of Revenue | $126.3M 61.5% | $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% |
| Gross Profit | $79.2M 38.5% | $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% |
| Selling, General & Admin | $68.5M 33.4% | $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% |
| Total Operating Expenses | $76.0M 37.0% | $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% |
| Operating Income | $3.1M 1.5% | -$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% |
| Pretax Income | -$5.6M -2.7% | -$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% |
| 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 | -$3.4M -1.7% | -$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% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.17 | $-0.66 | $-0.24 | $-0.40 | $0.07 | $-0.32 | $-0.71 | $-1.04 | $0.78 | $0.39 |
| EPS (Diluted) | $-0.17 | $-0.66 | $-0.24 | $-0.40 | $0.07 | $-0.32 | $-0.71 | $-1.04 | $0.77 | $0.38 |
| Weighted Avg Shares (Basic) | 19.6M | 19.4M | 19.1M | 18.7M | 18.3M | 18.0M | 18.0M | 18.0M | 18.0M | 18.0M |
| Weighted Avg Shares (Diluted) | 19.6M | 19.4M | 19.1M | 18.7M | 18.8M | 18.0M | 18.0M | 18.0M | 18.4M | 18.4M |
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.
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 -$2M 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.
Modest payoff on reinvested capital. Current ROIC on all capital: -24%. 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 2026-08-05
No standout strengths flagged.
Is the profit real, and how strong is the balance sheet?
FY2026 · 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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 61.2 | 61.9 | 60.6 | 58.0 | 58.3 | 60.3 | 62.7 | 61.5 |
| Gross Profit | 38.8 | 38.1 | 39.4 | 42.0 | 41.7 | 39.7 | 37.3 | 38.5 |
| SG&A | 44.4 | 38.9 | 37.5 | 36.4 | 40.6 | 35.5 | 33.5 | 33.4 |
| Operating Income | -9.0 | -3.9 | -2.0 | 2.5 | -2.3 | 0.7 | -3.1 | 1.5 |
| Income Tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Net Income | -12.4 | -7.5 | -4.1 | 0.7 | -4.6 | -2.5 | -7.2 | -1.7 |
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.
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
Ranked against 496 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 | $2.93T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.21T | 297.7× | 127.6× | 12.7× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| PDD | $517.8B | 38.5× | 37.5× | 8.4× | -84.3% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $351.7B | 24.8× | 16.4× | 2.1× | 3.2% | 33.3% | 8.6% | 111% | 22.8% | 2.0× | 3,970 |
| TOYOF | $242.7B | — | — | — | — | — | — | — | — | — | 4 |
| TJX | $177.0B | 32.8× | — | 2.9× | 7.1% | 31.0% | 9.1% | 53.9% | 45.6% | — | 2,608 |
| LOW | $123.4B | 18.6× | 13.1× | 1.4× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| SBUX | $120.5B | 65.0× | 28.7× | 3.2× | 2.8% | — | 5.0% | -22.9% | 28.7% | 3.1× | 2,252 |
| MELI | $97.5B | 48.8× | — | 3.4× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $96.1B | 38.0× | 22.3× | 3.7× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $94.1B | 183.4× | 99.1× | 13.4× | -79.6% | — | 7.3% | 23.0% | 23.0% | 0.0× | 9 |
| ABNB | $93.5B | — | 33.9× | 7.6× | 10.3% | 83.0% | 20.5% | 30.6% | 30.6% | 0.0× | 1,246 |
| RCL | $88.7B | 21.0× | — | 5.0× | 8.8% | 49.4% | 23.8% | 42.5% | 12.3% | — | 1,114 |
| ROST | $81.6B | 38.3× | 24.3× | 3.6× | 7.7% | 27.7% | 9.4% | 34.7% | 29.8% | 0.3× | 1,276 |
| GM | $80.6B | 27.3× | 4.0× | 0.4× | -1.3% | — | 1.5% | 4.5% | 4.5% | — | 1,447 |
| ORLY | $78.7B | 31.5× | 21.3× | 4.4× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $74.8B | 53.0× | 25.7× | 6.2× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RACE | $71.5B | — | — | — | — | — | — | — | — | — | 690 |
| SE | $70.4B | 45.6× | 28.1× | 3.1× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| NKE | $63.0B | 20.2× | — | 1.4× | 0.2% | 42.9% | 6.7% | 20.9% | 14.9% | — | 1,848 |
| AZO | $51.4B | 21.1× | 14.2× | 2.7× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| EBAY | $49.9B | 25.6× | 18.1× | 4.5× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| VIK | $48.3B | — | — | — | — | — | — | — | — | — | 479 |
| CMG | $46.1B | 30.3× | 19.9× | 3.9× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| DHI | $44.6B | 13.1× | — | 1.3× | -6.9% | 23.7% | 10.5% | 14.8% | 14.8% | — | 1,092 |
| BGI | $10M | — | — | 0.1× | 15.5% | 38.5% | -1.7% | 15.9% | -23.5% | — | 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.