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Strong institutional accumulation: ownership increased +8.84% quarter-over-quarter.
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.
Ranked against 235 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $896.8B | 41.1× | — | 1.3× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $417.5B | 51.7× | 31.9× | 1.5× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.4× | 4,050 |
| KO | $373.6B | 28.6× | 24.5× | 7.8× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $345.0B | 22.6× | 16.3× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $294.0B | 26.0× | 17.1× | 7.2× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $190.0B | 23.1× | 15.4× | 2.0× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| BUDFF | $151.5B | — | — | — | — | — | — | — | — | — | 5 |
| UNLYF | $138.7B | — | — | — | — | — | — | — | — | — | 23 |
| MO | $114.6B | 16.6× | 13.2× | 4.9× | -3.1% | 62.5% | 29.8% | -198% | 33.7% | 2.4× | 2,375 |
| MNST | $92.4B | — | 35.6× | 11.1× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| MDLZ | $81.0B | 33.1× | 19.0× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| CL | $74.7B | 35.5× | 20.4× | 3.7× | 1.4% | 60.1% | 10.5% | 3948% | 30.8% | 1.7× | 1,873 |
| TGT | $66.9B | 18.2× | 9.8× | 0.6× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| DGEAF | $54.3B | — | — | — | — | — | — | — | — | — | 4 |
| CCEP | $48.8B | — | — | — | — | — | — | — | — | — | 543 |
| ABEV | $47.8B | — | — | — | — | — | — | — | — | — | 383 |
| JBS | $45.1B | — | — | — | — | — | — | — | — | — | 241 |
| FMX | $42.4B | — | — | — | — | — | — | — | — | — | 290 |
| KDP | $41.8B | 20.1× | 14.1× | 2.5× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| SYY | $41.1B | 22.6× | 10.3× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| KVUE | $37.7B | 25.9× | 15.7× | 2.5× | -2.1% | 58.1% | 9.7% | 13.7% | 7.1% | 3.4× | 967 |
| ADM | $37.6B | 34.8× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| KMB | $37.3B | 18.5× | 11.8× | 2.3× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KR | $37.0B | 36.8× | 9.2× | 0.3× | 0.4% | — | 0.7% | 17.1% | 5.0% | 2.8× | 1,327 |
| HSY | $36.4B | — | 21.2× | 3.1× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| HAIN | $50M | — | — | 0.0× | -10.2% | 21.4% | -34.0% | -112% | -44.9% | -1.7× | 149 |
Peers = companies sharing HAIN's sector (Consumer Defensive) 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
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 | $1.56B 100.0% | $1.74B 100.0% | $1.80B 100.0% | $1.89B 100.0% | $1.97B 100.0% | $2.05B 100.0% | $2.10B 100.0% | $2.46B 100.0% | $2.34B 100.0% | $2.39B 100.0% |
| Cost of Revenue | $1.23B 78.6% | $1.36B 78.1% | $1.40B 77.9% | $1.46B 77.4% | $1.48B 75.0% | $1.59B 77.3% | $1.71B 81.1% | $1.80B 73.2% | $1.82B 77.8% | $1.83B 76.4% |
| Gross Profit | $334.1M 21.4% | $380.8M 21.9% | $396.4M 22.1% | $427.4M 22.6% | $491.6M 25.0% | $465.8M 22.7% | $398.5M 18.9% | $467.3M 19.0% | $519.4M 22.2% | $565.5M 23.6% |
| Research & Development | $5.2M 0.3% | $5.4M 0.3% | $6.4M 0.4% | $9.4M 0.5% | $10.4M 0.5% | $11.7M 0.6% | $11.1M 0.5% | $9.7M 0.4% | $10.1M 0.4% | $11.4M 0.5% |
| Selling, General & Admin | $271.8M 17.4% | $290.1M 16.7% | $289.2M 16.1% | $300.5M 15.9% | $301.8M 15.3% | $324.4M 15.8% | $314.0M 14.9% | $316.3M 12.9% | $312.6M 13.3% | $288.0M 12.0% |
| Operating Income | -$461.6M -29.6% | -$18.9M -1.1% | -$85.6M -4.8% | $104.7M 5.5% | $107.4M 5.4% | $56.0M 2.7% | -$32.5M -1.5% | $86.7M 3.5% | $109.4M 4.7% | $118.8M 5.0% |
| Other Income (Expense), net | -$875K -0.1% | -$4.1M -0.2% | $1.8M 0.1% | $11.4M 0.6% | $10.1M 0.5% | -$4.0M -0.2% | -$994K -0.0% | $2.2M 0.1% | -$430K -0.0% | -$16.5M -0.7% |
| Pretax Income | -$513.7M -32.9% | -$80.3M -4.6% | -$129.6M -7.2% | $103.5M 5.5% | $108.8M 5.5% | $33.8M 1.6% | -$56.0M -2.7% | $72.4M 2.9% | $87.9M 3.7% | $87.1M 3.6% |
| Income Tax Expense | $15.3M 1.0% | -$7.8M -0.5% | -$14.2M -0.8% | $22.7M 1.2% | $41.1M 2.1% | $6.2M 0.3% | -$3.2M -0.2% | -$2.0M -0.1% | $22.5M 1.0% | $59.5M 2.5% |
| Net Income | -$530.8M -34.0% | -$75.0M -4.3% | -$116.5M -6.5% | $77.9M 4.1% | $77.4M 3.9% | -$80.4M -3.9% | -$183.3M -8.7% | $9.7M 0.4% | $67.4M 2.9% | $47.4M 2.0% |
| Per Share | ||||||||||
| EPS (Basic) | $-5.89 | $-0.84 | $-1.30 | $0.84 | $0.77 | $-0.77 | $-1.76 | $0.09 | $0.65 | $0.46 |
| EPS (Diluted) | $-5.89 | $-0.84 | $-1.30 | $0.83 | $0.76 | $-0.77 | $-1.76 | $0.09 | $0.65 | $0.46 |
| Weighted Avg Shares (Basic) | 90.1M | 89.8M | 89.4M | 93.0M | 100.2M | 103.6M | 104.1M | 103.8M | 103.6M | 103.1M |
| Weighted Avg Shares (Diluted) | 90.1M | 89.8M | 89.4M | 93.3M | 101.3M | 103.9M | 104.1M | 104.5M | 104.2M | 104.2M |
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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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
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; 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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 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 balanced mix of reinvestment and shareholder returns.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -45%. 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 $54M covers the $8M due within a year 7.1× over. Scheduled principal only (excludes interest & revolver draws). As of 2022-06-30 (10-K).
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.”
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.
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 standout strengths flagged.
Where each multiple sits in its own 14-yr range · 0th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 73.2 | 81.1 | 77.3 | 75.0 | 77.4 | 77.9 | 78.1 | 78.6 |
| Gross Profit | 19.0 | 18.9 | 22.7 | 25.0 | 22.6 | 22.1 | 21.9 | 21.4 |
| R&D | 0.4 | 0.5 | 0.6 | 0.5 | 0.5 | 0.4 | 0.3 | 0.3 |
| SG&A | 12.9 | 14.9 | 15.8 | 15.3 | 15.9 | 16.1 | 16.7 | 17.4 |
| Operating Income | 3.5 | -1.5 | 2.7 | 5.4 | 5.5 | -4.8 | -1.1 | -29.6 |
| Income Tax | -0.1 | -0.2 | 0.3 | 2.1 | 1.2 | -0.8 | -0.5 | 1.0 |
| Net Income | 0.4 | -8.7 | -3.9 | 3.9 | 4.1 | -6.5 | -4.3 | -34.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HAIN: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.