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Institutional ownership roughly stable: -0.24% change quarter-over-quarter.
Data as of Q1 2026
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Ranked against 768 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | $5.33T | 44.7× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.59T | 41.7× | 32.0× | 11.0× | 6.4% | 46.9% | 26.9% | 152% | 73.7% | 0.5× | 5,858 |
| MSFT | $3.62T | 27.2× | 19.1× | 10.9× | 17.8% | 67.9% | 40.3% | 30.2% | 28.2% | 0.2× | 5,944 |
| AVGO | $1.98T | 87.7× | 78.0× | 31.0× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.00T | 117.7× | 55.4× | 26.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $785.7B | 181.9× | 185.9× | 22.7× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| ASMLF | $649.1B | 68.2× | 51.8× | 19.9× | 15.6% | 52.8% | 29.4% | 49.0% | 43.1% | 0.2× | 2 |
| INTC | $504.7B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $481.1B | 47.6× | 40.2× | 8.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| AMAT | $423.7B | 61.7× | 48.7× | 14.9× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| LRCX | $390.0B | 74.1× | 62.2× | 21.2× | 23.7% | 48.7% | 29.1% | 54.3% | 39.5% | 0.6× | 2,500 |
| PLTR | $378.8B | 251.5× | 262.1× | 84.7× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| RPAY | $342.2B | — | — | 1106.6× | -1.2% | 75.0% | -83.0% | -53.0% | -33.6% | -1.1× | 142 |
| DELL | $301.7B | 53.3× | 28.8× | 2.7× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| ARM | $292.2B | 323.0× | 251.9× | 59.4× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| TXN | $252.4B | 51.0× | 33.1× | 14.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.8% | 1.7× | 2,345 |
| ANET | $247.8B | 71.7× | 62.6× | 27.5× | 28.6% | 64.1% | 0.0% | 0.0% | 0.0% | — | 1,930 |
| UMC | $242.3B | — | — | — | — | — | — | — | — | — | 302 |
| PANW | $242.3B | 226.7× | 151.3× | 26.3× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SAPGF | $241.4B | — | — | — | — | — | — | — | — | — | 7 |
| IBM | $221.0B | 21.1× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| APH | $211.2B | 51.5× | 29.5× | 9.1× | 51.7% | 36.9% | 18.5% | 31.8% | 31.8% | — | 2,017 |
| SNDK | $197.2B | — | — | 26.8× | 10.4% | 30.1% | -22.3% | -17.8% | -14.9% | -1.5× | 1,127 |
| SHOP | $187.4B | 153.4× | 124.0× | 16.2× | 30.1% | 48.1% | 10.7% | 9.1% | 9.1% | — | 1,642 |
| ADI | $184.9B | 82.8× | 57.2× | 16.8× | 16.9% | 61.5% | 20.6% | 6.7% | 5.3% | 2.6× | 2,030 |
| COE | $6.8B | — | — | 71.3× | 88.6% | 73.9% | -17.6% | 53.6% | 53.6% | — | 15 |
Peers = companies sharing COE's sector (Technology) 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.
Top 15 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
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.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 54%. 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 is easily covered by operating profit. Interest last disclosed in FY2020 (no longer broken out).
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
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 · 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 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $95.6M 100.0% | $50.7M 100.0% | $27.1M 100.0% | $15.0M 100.0% | $788K 100.0% | $2.05B 100.0% | $1.48B 100.0% | $1.15B 100.0% | $848.0M 100.0% | $418.3M 100.0% |
| Cost of Revenue | $24.9M 26.1% | $11.2M 22.0% | $6.3M 23.3% | $3.2M 21.2% | $130K 16.5% | $580.4M 28.3% | $439.9M 29.8% | $410.9M 35.9% | $314.1M 37.0% | $147.2M 35.2% |
| Gross Profit | $70.7M 73.9% | $39.5M 78.0% | $20.8M 76.7% | $11.9M 78.8% | $658K 83.5% | $1.47B 71.7% | $1.04B 70.2% | $734.6M 64.1% | $533.9M 63.0% | $271.1M 64.8% |
| Research & Development | $5.5M 5.7% | $3.6M 7.0% | $3.1M 11.4% | $2.9M 19.0% | $135K 17.1% | $162.8M 7.9% | $157.5M 10.7% | $185.0M 16.1% | $223.2M 26.3% | $152.7M 36.5% |
| Selling, General & Admin | $17.3M 18.1% | $10.6M 20.9% | $7.7M 28.5% | $8.1M 53.6% | $1.7M 213.8% | $214.2M 10.4% | $196.0M 13.3% | $223.1M 19.5% | $224.4M 26.5% | $165.7M 39.6% |
| Total Operating Expenses | $85.1M 89.0% | $47.6M 93.8% | $34.5M 127.1% | $24.2M 160.9% | $5.3M 666.2% | $1.41B 68.8% | $1.15B 77.5% | $1.14B 99.5% | $1.10B 130.3% | $783.3M 187.3% |
| Operating Income | -$14.4M -15.1% | -$8.0M -15.9% | -$13.7M -50.4% | -$12.4M -82.1% | -$4.6M -582.7% | $104.4M 5.1% | -$107.6M -7.3% | -$404.7M -35.3% | -$570.8M -67.3% | -$512.1M -122.4% |
| Interest Expense | — | — | — | — | — | $10K 0.0% | $9.5M 0.6% | $9.9M 0.9% | $12.5M 1.5% | — |
| Interest & Investment Income | $358K 0.4% | $229K 0.5% | $165K 0.6% | $27K 0.2% | $282K 35.8% | $38.5M 1.9% | $17.7M 1.2% | $9.2M 0.8% | $6.9M 0.8% | — |
| Other Income (Expense), net | -$1.5M -1.6% | $771K 1.5% | -$1.4M -5.2% | -$453K -3.0% | — | — | — | — | — | — |
| Pretax Income | -$15.6M -16.3% | -$7.0M -13.9% | -$14.9M -55.0% | -$12.8M -85.0% | -$4.1M -519.2% | $142.9M 7.0% | -$99.4M -6.7% | -$412.8M -36.0% | -$576.5M -68.0% | -$513.2M -122.7% |
| Income Tax Expense | $1.2M 1.3% | $276K 0.5% | $118K 0.4% | $60K 0.4% | $100K 12.7% | -$4.1M -0.2% | $5.1M 0.3% | $3.9M 0.3% | $4.3M 0.5% | $1.6M 0.4% |
| Net Income | -$16.8M -17.6% | -$7.2M -14.3% | -$15.0M -55.4% | -$42.6M -282.8% | $18.7M 2377.9% | $21.2M 1.0% | -$104.4M -7.1% | -$416.7M -36.4% | -$580.8M -68.5% | -$74.1M -17.7% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.05 | $-0.02 | $-0.04 | — | $0.06 | $0.46 | $-0.34 | $-1.37 | — | — |
| EPS (Diluted) | $-0.05 | $-0.02 | $-0.04 | — | $0.06 | $0.43 | $-0.34 | $-1.37 | — | — |
| Weighted Avg Shares (Basic) | 355.0M | 347.1M | 341.1M | 335.6M | 328.5M | 319.6M | 308.4M | 304.5M | — | — |
| Weighted Avg Shares (Diluted) | 355.0M | 347.1M | 341.1M | 335.6M | 328.5M | 319.6M | 308.4M | 304.5M | — | — |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $18.99 today, the market must believe free cash flow compounds 70.6%/yr for a decade (off $5M normalized FCF).
The market's 70.6% is more optimistic than its 8-yr track record.
2-stage DCF · 0.36B shares · net debt -$54M
mean 790.5% · volatility σ 1385% · implied rate exceeded in 3/6 yrs
Central path = implied 70.6%/yr growth; shaded band = ±1σ (1385%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/8 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).
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 $10M 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.
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.
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
Where each multiple sits in its own 10-yr range · 50th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 10-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
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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 35.9 | 29.8 | 28.3 | 16.5 | 21.2 | 23.3 | 22.0 | 26.1 |
| Gross Profit | 64.1 | 70.2 | 71.7 | 83.5 | 78.8 | 76.7 | 78.0 | 73.9 |
| R&D | 16.1 | 10.7 | 7.9 | 17.1 | 19.0 | 11.4 | 7.0 | 5.7 |
| SG&A | 19.5 | 13.3 | 10.4 | 213.8 | 53.6 | 28.5 | 20.9 | 18.1 |
| Operating Income | -35.3 | -7.3 | 5.1 | -582.7 | -82.1 | -50.4 | -15.9 | -15.1 |
| Income Tax | 0.3 | 0.3 | -0.2 | 12.7 | 0.4 | 0.4 | 0.5 | 1.3 |
| Net Income | -36.4 | -7.1 | 1.0 | 2377.9 | -282.8 | -55.4 | -14.3 | -17.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on COE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.