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Held by 698 of 5,944 reporting institutions (98th 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.
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
Ranked against 878 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BSAC | $6.64T | — | — | — | — | — | — | — | — | — | 141 |
| V | $688.1B | — | — | 17.2× | 11.3% | — | 50.1% | 52.9% | 34.9% | — | 4,229 |
| MA | $516.3B | 34.5× | — | 15.7× | 16.4% | — | 45.6% | 193% | 57.6% | — | 3,430 |
| HBCYF | $346.1B | — | — | — | — | — | — | — | — | — | 2 |
| AXP | $239.4B | 22.7× | — | 5.8× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| MBFJF | $239.1B | 0.1× | 0.1× | 0.0× | 9.5% | — | 14.6% | 8.8% | 8.8% | — | 1 |
| USOI | $195.8B | — | — | 9.8× | 30.7% | — | -20.3% | -10.7% | -1.9% | — | 13 |
| HDB | $182.5B | 22.9× | — | 7.1× | -98.6% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $179.0B | — | — | — | — | — | — | — | — | — | 660 |
| USML | $178.1B | — | — | — | — | — | — | — | — | — | 2 |
| BLK | $175.8B | 32.1× | — | 7.3× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| SMFNF | $158.8B | — | — | — | — | — | — | — | — | — | 1 |
| CB | $137.9B | 13.7× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $131.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| MZHOF | $129.2B | 0.1× | — | 0.0× | 7.6% | — | 13.2% | 10.7% | 3.7% | — | 2 |
| PGR | $124.7B | 11.1× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 30.4% | — | 1,685 |
| SPGI | $122.5B | 28.0× | 17.5× | 8.0× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| VXZ | $116.9B | — | — | — | — | — | — | — | — | — | 12 |
| BNS | $109.5B | — | — | — | — | — | — | — | — | — | 488 |
| BX | $101.8B | 35.1× | — | 7.0× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $101.1B | 15.4× | — | 4.4× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| BCLYF | $97.9B | — | — | — | — | — | — | — | — | — | 5 |
| CME | $95.2B | 23.7× | — | 14.6× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| MRSH | $92.9B | 22.7× | 16.5× | 3.4× | 10.3% | — | 15.4% | 27.2% | 12.4% | 2.8× | 1,471 |
| ICE | $85.0B | 26.0× | 20.2× | 6.7× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| FDS | $10.5B | 17.9× | 12.7× | 4.5× | 5.4% | 52.7% | 25.7% | 27.3% | 16.8% | 1.5× | 698 |
Peers = companies sharing FDS's sector (Financial 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $278.03 today, the market must believe free cash flow compounds 7.5%/yr for a decade (off $585M normalized FCF).
2-stage DCF · 0.04B shares · net debt $1.0B
mean 11.3% · volatility σ 10% · implied rate exceeded in 4/7 yrs
Central path = implied 7.5%/yr growth; shaded band = ±1σ (10%) 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.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage rising year-over-year.
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.
Free-cash-flow coverage unavailable. Last year: $160M dividends + $300M buybacks = $460M returned.
9 consecutive years of dividend increases · 10%/yr.
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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 17%. 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.
Cash of $338M covers the $0 due within a year 337651000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-08-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~4.1% on $1.4B of debt.
Cash of $338M fully covers short-term debt of $0.
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.
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 | $2.32B 100.0% | $2.20B 100.0% | $2.09B 100.0% | $1.84B 100.0% | $1.59B 100.0% | $1.49B 100.0% | $1.44B 100.0% | $1.35B 100.0% | $1.22B 100.0% | $1.13B 100.0% |
| Cost of Revenue | $1.10B 47.3% | $1.01B 45.9% | $973.2M 46.7% | $871.1M 47.2% | $786.4M 49.4% | $695.4M 46.5% | $663.4M 46.2% | $659.3M 48.8% | $566.6M 46.4% | $487.4M 43.2% |
| Cost of Services | — | — | — | — | — | — | — | — | $566.6M 46.4% | $487.4M 43.2% |
| Research & Development | $300.7M 13.0% | $265.2M 12.0% | $267.4M 12.8% | $255.1M 13.8% | $250.1M 15.7% | $224.0M 15.0% | $214.7M 15.0% | $217.1M 16.1% | $215.0M 17.6% | — |
| Selling, General & Admin | $475.7M 20.5% | $489.8M 22.2% | $483.1M 23.2% | $433.0M 23.5% | $331.0M 20.8% | $342.5M 22.9% | $333.9M 23.3% | $324.6M 24.0% | $302.5M 24.8% | $290.0M 25.7% |
| Total Operating Expenses | $1.57B 67.8% | $1.50B 68.2% | $1.46B 69.8% | $1.37B 74.2% | $1.12B 70.2% | $1.05B 70.6% | $997.3M 69.5% | $983.9M 72.9% | $869.0M 71.2% | $777.4M 69.0% |
| Operating Income | $748.3M 32.2% | $701.3M 31.8% | $629.2M 30.2% | $475.5M 25.8% | $474.0M 29.8% | $439.7M 29.4% | $438.0M 30.5% | $366.2M 27.1% | $352.1M 28.8% | $349.7M 31.0% |
| Interest Expense | $56.3M 2.4% | $65.8M 3.0% | $66.3M 3.2% | $35.7M 1.9% | $8.1M 0.5% | $12.9M 0.9% | $19.8M 1.4% | $15.9M 1.2% | $8.4M 0.7% | — |
| Interest & Investment Income | $6.5M 0.3% | $14.4M 0.7% | $12.8M 0.6% | $6.2M 0.3% | $1.8M 0.1% | — | — | — | — | — |
| Other Income (Expense), net | -$27.3M -1.2% | -$49.8M -2.3% | -$45.3M -2.2% | -$31.9M -1.7% | -$6.4M -0.4% | -$12.5M -0.8% | -$16.1M -1.1% | -$14.4M -1.1% | -$7.8M -0.6% | $111.3M 9.9% |
| Pretax Income | $721.0M 31.1% | $651.5M 29.6% | $584.0M 28.0% | $443.6M 24.1% | $467.6M 29.4% | $427.1M 28.6% | $422.0M 29.4% | $351.8M 26.1% | $344.3M 28.2% | $461.0M 40.9% |
| Income Tax Expense | $123.9M 5.3% | $114.4M 5.2% | $115.8M 5.6% | $46.7M 2.5% | $68.0M 4.3% | $54.2M 3.6% | $69.2M 4.8% | $84.8M 6.3% | $86.1M 7.0% | $122.2M 10.8% |
| Net Income | $597.0M 25.7% | $537.1M 24.4% | $468.2M 22.4% | $396.9M 21.5% | $399.6M 25.1% | $372.9M 25.0% | $352.8M 24.6% | $267.1M 19.8% | $258.3M 21.1% | $338.8M 30.1% |
| Per Share | ||||||||||
| EPS (Basic) | $15.74 | $14.11 | $12.26 | $10.48 | $10.56 | $9.83 | $9.25 | $6.90 | $6.55 | $8.29 |
| EPS (Diluted) | $15.55 | $13.91 | $12.04 | $10.25 | $10.36 | $9.65 | $9.08 | $6.78 | $6.51 | $8.19 |
| Weighted Avg Shares (Basic) | 37.9M | 38.1M | 38.2M | 37.9M | 37.9M | 37.9M | 38.1M | 38.7M | 39.4M | 40.9M |
| Weighted Avg Shares (Diluted) | 38.4M | 38.6M | 38.9M | 38.7M | 38.6M | 38.6M | 38.9M | 39.4M | 39.6M | 41.4M |
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.
EOD close · as of 2026-08-05
Nothing notable to watch.
No material risks flagged.
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 | 48.8 | 46.2 | 46.5 | 49.4 | 47.2 | 46.7 | 45.9 | 47.3 |
| R&D | 16.1 | 15.0 | 15.0 | 15.7 | 13.8 | 12.8 | 12.0 | 13.0 |
| SG&A | 24.0 | 23.3 | 22.9 | 20.8 | 23.5 | 23.2 | 22.2 | 20.5 |
| Operating Income | 27.1 | 30.5 | 29.4 | 29.8 | 25.8 | 30.2 | 31.8 | 32.2 |
| Income Tax | 6.3 | 4.8 | 3.6 | 4.3 | 2.5 | 5.6 | 5.2 | 5.3 |
| Net Income | 19.8 | 24.6 | 25.0 | 25.1 | 21.5 | 22.4 | 24.4 | 25.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on FDS: 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.