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Held by 459 of 5,944 reporting institutions (96th percentile) — extremely crowded.
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.
No trend data available for this metric.
Top 40 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.
6/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
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 + $102M buybacks = $102M 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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 3%. 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.
$3M of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
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.” Effective rate ~4.8% on $3.2B of debt.
Cash vs short-term debt unavailable.
Mostly long-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.
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 | $6.77B 100.0% | $4.72B 100.0% | $4.12B 100.0% | $6.87B 100.0% | $4.98B 100.0% | $8.50B 100.0% | $6.55B 100.0% | $8.96B 100.0% | $6.84B 100.0% | $3.02B 100.0% |
| Total Operating Expenses | $1.96B 28.9% | $1.95B 41.2% | $1.98B 48.0% | $2.08B 30.3% | $2.45B 49.2% | $2.35B 27.7% | $2.49B 38.0% | $2.58B 28.7% | $2.48B 36.3% | $2.28B 75.7% |
| Interest Expense | $152.0M 2.2% | $152.0M 3.2% | $153.0M 3.7% | $153.0M 2.2% | $163.0M 3.3% | $184.0M 2.2% | $191.0M 2.9% | $158.0M 1.8% | $135.0M 2.0% | $133.0M 4.4% |
| Pretax Income | $474.0M 7.0% | $422.0M 8.9% | -$1.47B -35.8% | $4.73B 68.8% | $2.01B 40.4% | -$1.42B -16.7% | -$1.05B -16.1% | $989.0M 11.0% | -$615.0M -9.0% | -$4.71B -155.9% |
| Income Tax Expense | $36.0M 0.5% | $29.0M 0.6% | -$367.0M -8.9% | $848.0M 12.3% | $361.0M 7.3% | -$363.0M -4.3% | -$317.0M -4.8% | $119.0M 1.3% | -$237.0M -3.5% | -$1.77B -58.5% |
| Net Income | $331.0M 4.9% | $286.0M 6.1% | -$1.21B -29.5% | $3.77B 54.9% | $1.55B 31.2% | -$1.06B -12.5% | -$740.0M -11.3% | $865.0M 9.6% | -$378.0M -5.5% | -$2.94B -97.4% |
| Per Share | ||||||||||
| EPS (Basic) | $5.75 | $4.67 | $-18.39 | $51.73 | $18.54 | $-11.58 | $-6.76 | $7.24 | $-3.16 | $-24.54 |
| EPS (Diluted) | $5.71 | $4.64 | $-18.39 | $51.30 | $18.39 | $-11.58 | $-6.76 | $7.21 | $-3.16 | $-24.54 |
| Weighted Avg Shares (Basic) | 57.5M | 61.2M | 66.0M | 73.0M | 83.8M | 95.4M | 112.5M | 119.4M | 119.8M | 119.8M |
| Weighted Avg Shares (Diluted) | 57.9M | 61.6M | 66.0M | 73.6M | 84.5M | 95.4M | 112.5M | 119.8M | 119.8M | 119.8M |
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.
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 9-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Income Tax | 1.3 | -4.8 | -4.3 | 7.3 | 12.3 | -8.9 | 0.6 | 0.5 |
| Net Income | 9.6 | -11.3 | -12.5 | 31.2 | 54.9 | -29.5 | 6.1 | 4.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BHF: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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.