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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.
Ranked against 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCI | $10.8B | 20.9× | 13.1× | 2.5× | 2.9% | 26.5% | 12.6% | 33.1% | 8.0% | 4.1× | 535 |
| HRB | $5.6B | 8.1× | — | 1.4× | 4.9% | 44.3% | 18.6% | 624% | 45.6% | — | 529 |
| UNF | $4.7B | 32.3× | 13.7× | 1.9× | 0.2% | 36.6% | 6.1% | 6.8% | 6.8% | -0.6× | 328 |
| YELP | $1.1B | 8.7× | 3.6× | 0.7× | 3.7% | — | 9.9% | 20.5% | 20.5% | -0.9× | 286 |
| CSV | $560M | 10.8× | 4.6× | 1.3× | 3.3% | 35.1% | 12.3% | 20.2% | 19.7% | 0.0× | 152 |
| EVI | $246M | 39.8× | 12.2× | 0.6× | 14.6% | 31.5% | 1.7% | 5.1% | 3.8% | 1.9× | 75 |
Peers = companies sharing EVI's sector (Services-Personal Services) 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 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
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 3 positive fiscal years (FY2024, FY2025, FY2026). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $19.12 today, the market must believe free cash flow compounds 4.3%/yr for a decade (off $19.2M on the 3-yr avg basis).
On the basis ($14.3M) the requirement is 8.4%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
The market's 4.3% is more conservative than its 9-yr track record.
Default is 10.2% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.01B shares (market data) · net debt $44.2M
mean -20.4% · volatility σ 195% · implied rate exceeded in 1/6 yrs
Central path = implied 4.3%/yr growth; shaded band = ±1σ (195%) 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.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 37% of free cash flow, leaving room to grow it and fund buybacks. Last year: $5.0M dividends + $0 buybacks = $5.0M returned on $13.5M 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: 4%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~7.7% on $51.0M of debt.
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 2026-10-14
How a revenue dollar becomes profit — FY2026
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 | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $446.6M 100.0% | $389.8M 100.0% | $353.6M 100.0% | $354.2M 100.0% | $267.3M 100.0% | $242.0M 100.0% | $235.8M 100.0% | $228.3M 100.0% | $150.0M 100.0% | $94.0M 100.0% |
| Cost of Revenue | $305.8M 68.5% | $271.5M 69.6% | $248.3M 70.2% | $250.5M 70.7% | $193.6M 72.4% | $182.2M 75.3% | $180.6M 76.6% | $175.6M 76.9% | $113.5M 75.7% | $73.6M 78.4% |
| Cost of Products | — | — | — | — | — | — | — | — | — | $73.6M 78.4% |
| Gross Profit | $140.7M 31.5% | $118.3M 30.4% | $105.3M 29.8% | $103.7M 29.3% | $73.7M 27.6% | $59.8M 24.7% | $55.2M 23.4% | $52.7M 23.1% | $36.5M 24.3% | $20.3M 21.6% |
| Selling, General & Admin | $125.0M 28.0% | $104.6M 26.8% | $93.6M 26.5% | $87.2M 24.6% | $67.3M 25.2% | $56.6M 23.4% | $52.4M 22.2% | $45.7M 20.0% | $29.6M 19.7% | $15.0M 15.9% |
| Operating Income | $15.7M 3.5% | $13.8M 3.5% | $11.6M 3.3% | $16.5M 4.7% | $6.4M 2.4% | $3.2M 1.3% | $2.8M 1.2% | $7.0M 3.1% | $6.9M 4.6% | $5.3M 5.7% |
| Interest Expense | $3.9M 0.9% | $2.7M 0.7% | $2.7M 0.8% | $2.5M 0.7% | $679K 0.3% | $635K 0.3% | $1.4M 0.6% | — | — | — |
| Pretax Income | $11.8M 2.6% | $11.0M 2.8% | $8.9M 2.5% | $14.0M 4.0% | $5.7M 2.1% | $9.9M 4.1% | $1.3M 0.6% | $5.6M 2.5% | $6.4M 4.3% | $5.2M 5.5% |
| Income Tax Expense | $4.1M 0.9% | $3.5M 0.9% | $3.2M 0.9% | $4.3M 1.2% | $1.6M 0.6% | $1.5M 0.6% | $573K 0.2% | $1.9M 0.8% | $2.4M 1.6% | $2.0M 2.2% |
| Net Income | $7.7M 1.7% | $7.5M 1.9% | $5.6M 1.6% | $9.7M 2.7% | $4.1M 1.5% | $8.4M 3.5% | $775K 0.3% | $3.7M 1.6% | $4.0M 2.6% | $3.2M 3.4% |
| Per Share | ||||||||||
| EPS (Basic) | $0.51 | $0.50 | $0.39 | $0.68 | $0.30 | $0.63 | $0.06 | $0.30 | $0.34 | $0.31 |
| EPS (Diluted) | $0.48 | $0.49 | $0.37 | $0.67 | $0.29 | $0.61 | $0.06 | $0.29 | $0.33 | $0.31 |
| Weighted Avg Shares (Basic) | 13K | 13K | 13K | 13K | 12.4M | 12K | 11.8M | 11.5M | 10.8M | 9.4M |
| Weighted Avg Shares (Diluted) | 14K | 13K | 13K | 13K | 12.7M | 13K | 12.2M | 12.0M | 11.3M | 9.5M |
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.
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 2026-10-14
Where each multiple sits in its own 15-yr range · 36th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 15-yr history.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
ROE 5% against ROIC 4% — 1% 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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 76.9 | 76.6 | 75.3 | 72.4 | 70.7 | 70.2 | 69.6 | 68.5 |
| Gross Profit | 23.1 | 23.4 | 24.7 | 27.6 | 29.3 | 29.8 | 30.4 | 31.5 |
| SG&A | 20.0 | 22.2 | 23.4 | 25.2 | 24.6 | 26.5 | 26.8 | 28.0 |
| Operating Income | 3.1 | 1.2 | 1.3 | 2.4 | 4.7 | 3.3 | 3.5 | 3.5 |
| Income Tax | 0.8 | 0.2 | 0.6 | 0.6 | 1.2 | 0.9 | 0.9 | 0.9 |
| Net Income | 1.6 | 0.3 | 3.5 | 1.5 | 2.7 | 1.6 | 1.9 | 1.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EVI: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns -5.05pts against its cost of capital — capital is being consumed, not created.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2020 | 1.7% | 10.2% (today's — no rate published for this year) | -8.6pts |
| FY2021 | 1.8% | 10.2% (today's — no rate published for this year) | -8.4pts |
| FY2022 | 2.9% | 8.8% | -5.9pts |
| FY2023 | 6.6% | 8.9% | -2.4pts |
| FY2024 | 5.1% | 9.0% | -3.9pts |
| FY2025 | 4.7% | 9.5% | -4.8pts |
| FY2026 | 5.2% | 10.1% | -4.9pts |
| Now | 3.8% | 10.2% | -6.4pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2017 | 21.6% | 5.7% | 3.4% |
| FY2018 | 24.3% | 4.6% | 2.6% |
| FY2019 | 23.1% | 3.1% | 1.6% |
| FY2020 | 23.4% | 1.2% | 0.3% |
| FY2021 | 24.7% | 1.3% | 3.5% |
| FY2022 | 27.6% | 2.4% | 1.5% |
| FY2023 | 29.3% | 4.7% | 2.7% |
| FY2024 | 29.8% | 3.3% | 1.6% |
| FY2025 | 30.4% | 3.5% | 1.9% |
| FY2026 | 31.5% | 3.5% | 1.7% |
Return on equity (5%) and return on invested capital (4%) are within a couple of points in FY2026, so the headline return is the operating return — there is no meaningful leverage effect to strip out.
$94M of goodwill — 44% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer.
ROIC ex-goodwill is 9.3% against 5.18% reported — the return is earned on a capital base inflated by what was paid for acquisitions, not by the operating business alone.
Converts 1.43x of reported profit into cash — adequate, without much margin.
Reported free cash flow is $13M; after share-based compensation it is $8M. The difference is a real cost that the cash flow statement adds back.
Covers interest 2.8x under stress — adequate, without much room.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 3.99x |
| 5% | 3.79x |
| 10% | 3.59x |
| 15% | 3.39x |
| 20% | 3.19x |
| 25% | 2.99x |
| 30% | 2.79x |
| 35% | 2.59x |
| 40% | 2.39x |
| 45% | 2.19x |
| 50% | 2.00x |
| 55% | 1.80x |
| 60% | 1.60x |
Balance sheet at 2026-06-30. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
The maturity schedule is not part of this verdict — its filing anchor is often older than the balance sheet it sits beside, so a wall inside 24 months may not be visible here.
At $19.12, free cash flow must compound 4.9%/yr for 10 years. It has done -6.15%/yr over 6 years.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2021 | −44.8% | 4.9% |
| FY2022 | −154.1% | 4.9% |
| FY2025 | −41.0% | 4.9% |
| FY2026 | −18.0% | 4.9% |
The implied rate of 4.9% has not been achieved in any of the last 4 years.
| Step | Amount | Running total |
|---|---|---|
| Net income | $8M | $8M |
| Share-based comp | $5M | $13M |
| Other non-cash & working capital | $8M | $21M |
| Operating cash flow | $21M | $21M |
| Capex | −$7M | $13M |
| Free cash flow | $13M | $13M |
| FCF after SBC | $8M | $8M |
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2021 | 2.6% | 25.4% | 22.8 points |
| FY2022 | 10.5% | 54.4% | 43.9 points |
| FY2023 | 32.5% | 13.1% | -19.4 points |
| FY2024 | -0.2% | -14.8% | -14.6 points |
| FY2025 | 10.3% | 40.6% | 30.4 points |
| FY2026 | 14.6% | -6.1% | -20.7 points |
| Fiscal year | DSO | DIO | DPO | Cash conversion cycle |
|---|---|---|---|---|
| FY2020 | 35.7 days | 48.6 days | 38.2 days | 46.1 days |
| FY2021 | 43.6 days | 50.4 days | 41.4 days | 52.5 days |
| FY2022 | 60.9 days | 93.1 days | 61.5 days | 92.5 days |
| FY2023 | 52 days | 86.2 days | 38.9 days | 99.3 days |
| FY2024 | 44.4 days | 70.4 days | 34 days | 80.9 days |
| FY2025 | 56.6 days | 88.8 days | 51 days | 94.4 days |
| FY2026 | 46.4 days | 79.1 days | 42.6 days | 82.9 days |
| Fiscal year | Accruals / assets |
|---|---|
| FY2020 | -13.9 percent |
| FY2021 | -3.0 percent |
| FY2022 | 2.6 percent |
| FY2023 | 3.5 percent |
| FY2024 | -11.7 percent |
| FY2025 | -4.5 percent |
| FY2026 | -4.2 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 (FY2026) 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.