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Held by 349 of 5,944 reporting institutions (95th 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.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 11%. 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 $100M covers the $45M due within a year 2.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2016-04-02 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~33.4% on $32M of debt.
Cash of $100M fully covers short-term debt of $32M.
Mostly short-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.
Ranked against 633 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $33.13T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $405.3B | 46.3× | 32.2× | 6.0× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $399.8B | 46.8× | — | 8.7× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $298.4B | 44.8× | 21.3× | 3.4× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| ABBNY | $187.8B | 50.7× | 33.5× | 5.8× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $175.3B | 24.7× | 16.7× | 7.2× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $173.5B | 42.8× | — | 6.3× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| DE | $165.5B | 33.1× | — | 3.6× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| HON | $157.6B | 33.7× | 18.9× | 4.2× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| HTHIF | $153.6B | 0.7× | — | 0.0× | 3.9% | 25.2% | 2.6% | 16.6% | 7.4% | — | 2 |
| LMT | $132.3B | 26.9× | 17.0× | 1.8× | 5.6% | 10.2% | 6.7% | 74.6% | 18.4% | 2.4× | 2,807 |
| PH | $127.9B | 36.8× | 28.7× | 6.4× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| HWM | $117.0B | 78.5× | 51.2× | 14.2× | 11.1% | — | 18.3% | 28.2% | 18.4% | 1.2× | 1,399 |
| ADP | $109.5B | 27.1× | — | 5.3× | 7.1% | 46.0% | 19.8% | 65.9% | 40.1% | — | 2,179 |
| TT | $107.8B | 37.3× | 26.5× | 5.1× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $106.3B | 81.5× | 50.3× | 10.4× | 27.7% | 36.3% | 13.0% | 33.8% | 19.5% | 1.4× | 1,748 |
| GD | $103.9B | 24.9× | 18.1× | 2.0× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| PWR | $102.2B | 100.4× | 50.3× | 3.6× | 20.3% | 15.0% | 3.7% | 11.7% | 11.7% | 0.0× | 1,659 |
| JCI | $100.1B | 30.6× | — | 4.2× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| MMM | $96.6B | 30.4× | 18.4× | 3.9× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $95.1B | 33.2× | 15.3× | 6.8× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| EMR | $91.4B | 40.2× | — | 5.1× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $91.4B | 16.4× | 10.1× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| WM | $90.4B | 33.5× | 12.7× | 3.6× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| CMI | $89.7B | 31.7× | 16.9× | 2.7× | -1.3% | 25.3% | 8.8% | 23.9% | 23.9% | — | 1,877 |
| FELE | $4.9B | 34.2× | 14.4× | 2.3× | 5.4% | 35.5% | 6.9% | 11.1% | 10.9% | 0.1× | 349 |
Peers = companies sharing FELE's sector (Industrials) 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.
To be worth $110.05 today, the market must believe free cash flow compounds 8.3%/yr for a decade (off $229M normalized FCF).
The market's 8.3% is more conservative than its 9-yr track record.
2-stage DCF · 0.04B shares · net debt -$68M
mean 52.3% · volatility σ 142% · implied rate exceeded in 4/9 yrs
Central path = implied 8.3%/yr growth; shaded band = ±1σ (142%) 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.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage falling 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.
The dividend is comfortably covered — only 26% of free cash flow, leaving room to grow it and fund buybacks. Last year: $50M dividends + $166M buybacks = $216M returned on $194M FCF.
9 consecutive years of dividend increases · 12%/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.
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 | $2.13B 100.0% | $2.02B 100.0% | $2.07B 100.0% | $2.04B 100.0% | $1.66B 100.0% | $1.25B 100.0% | $1.31B 100.0% | $1.30B 100.0% | $1.12B 100.0% | $949.9M 100.0% |
| Cost of Revenue | $1.38B 64.5% | $1.30B 64.5% | $1.37B 66.2% | $1.35B 66.2% | $1.09B 65.3% | $814.2M 65.3% | $886.5M 67.4% | $865.8M 66.7% | $747.9M 66.5% | $618.5M 65.1% |
| Gross Profit | $755.9M 35.5% | $717.3M 35.5% | $697.0M 33.8% | $691.4M 33.8% | $576.1M 34.7% | $433.1M 34.7% | $428.1M 32.6% | $432.4M 33.3% | $377.0M 33.5% | $331.4M 34.9% |
| Research & Development | $20.0M 0.9% | $21.5M 1.1% | $17.7M 0.9% | $16.7M 0.8% | $17.3M 1.0% | $21.7M 1.7% | $20.8M 1.6% | $22.1M 1.7% | $20.8M 1.8% | $21.5M 2.3% |
| Selling, General & Admin | $486.2M 22.8% | $470.1M 23.3% | $433.5M 21.0% | $432.1M 21.1% | $386.3M 23.2% | $300.1M 24.1% | $298.5M 22.7% | $298.7M 23.0% | $265.4M 23.6% | $219.9M 23.2% |
| Operating Income | $269.0M 12.6% | $243.6M 12.1% | $262.4M 12.7% | $257.2M 12.6% | $189.2M 11.4% | $130.5M 10.5% | $127.1M 9.7% | $132.0M 10.2% | $107.2M 9.5% | $112.1M 11.8% |
| Interest Expense | $10.6M 0.5% | $6.3M 0.3% | $11.8M 0.6% | $11.5M 0.6% | $5.2M 0.3% | $4.6M 0.4% | $8.2M 0.6% | $9.8M 0.8% | $10.3M 0.9% | $8.7M 0.9% |
| Other Income (Expense), net | $585K 0.0% | $1.3M 0.1% | $3.7M 0.2% | -$3.2M -0.2% | $8.0M 0.5% | -$795K -0.1% | -$412K -0.0% | -$1.0M -0.1% | $6.7M 0.6% | -$282K -0.0% |
| Pretax Income | $194.7M 9.1% | $231.8M 11.5% | $242.2M 11.7% | $235.2M 11.5% | $189.7M 11.4% | $123.7M 9.9% | $116.8M 8.9% | $120.4M 9.3% | $104.6M 9.3% | $104.1M 11.0% |
| Income Tax Expense | $46.0M 2.2% | $50.2M 2.5% | $47.5M 2.3% | $46.4M 2.3% | $34.7M 2.1% | $22.5M 1.8% | $20.8M 1.6% | $14.9M 1.1% | $26.0M 2.3% | $24.8M 2.6% |
| Net Income | $147.1M 6.9% | $180.3M 8.9% | $193.3M 9.4% | $187.3M 9.2% | $153.9M 9.3% | $100.5M 8.1% | $95.5M 7.3% | $105.9M 8.2% | $78.2M 6.9% | $78.7M 8.3% |
| Per Share | ||||||||||
| EPS (Basic) | $3.25 | $3.92 | $4.17 | $4.02 | $3.29 | $2.16 | $2.04 | $2.25 | $1.67 | $1.67 |
| EPS (Diluted) | $3.22 | $3.86 | $4.11 | $3.97 | $3.25 | $2.14 | $2.03 | $2.23 | $1.65 | $1.65 |
| Weighted Avg Shares (Basic) | 45.0M | 45.9M | 46.2M | 46.3M | 46.4M | 46.2M | 46.4M | 46.6M | 46.5M | 46.2M |
| Weighted Avg Shares (Diluted) | 45.5M | 46.5M | 46.9M | 47.0M | 47.0M | 46.7M | 46.8M | 47.0M | 47.0M | 46.7M |
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 2026-08-05
No material risks flagged.
Where each multiple sits in its own 10-yr range · 85th 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
High operating leverage: profit moved 1.9× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 66.7 | 67.4 | 65.3 | 65.3 | 66.2 | 66.2 | 64.5 | 64.5 |
| Gross Profit | 33.3 | 32.6 | 34.7 | 34.7 | 33.8 | 33.8 | 35.5 | 35.5 |
| R&D | 1.7 | 1.6 | 1.7 | 1.0 | 0.8 | 0.9 | 1.1 | 0.9 |
| SG&A | 23.0 | 22.7 | 24.1 | 23.2 | 21.1 | 21.0 | 23.3 | 22.8 |
| Operating Income | 10.2 | 9.7 | 10.5 | 11.4 | 12.6 | 12.7 | 12.1 | 12.6 |
| Income Tax | 1.1 | 1.6 | 1.8 | 2.1 | 2.3 | 2.3 | 2.5 | 2.2 |
| Net Income | 8.2 | 7.3 | 8.1 | 9.3 | 9.2 | 9.4 | 8.9 | 6.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on FELE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.