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Institutional ownership roughly stable: -0.00% change 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.
Top 7 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 8 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: 10%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 8 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 expense isn't separately reported — often netted into “other income (expense), net.”
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.
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 |
| IH | $68M | 26.5× | -9.1× | 0.6× | -87.5% | 67.9% | 11.8% | 9.6% | 9.6% | — | 7 |
Peers = companies sharing IH'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.
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.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
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).
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.
Free-cash-flow coverage unavailable. Last year: $6M dividends + $2M buybacks = $8M 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.
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $115.4M 100.0% | $922.2M 100.0% | $1.02B 100.0% | $985.5M 100.0% | $944.7M 100.0% | $531.9M 100.0% | $218.7M 100.0% | $131.9M 100.0% |
| Cost of Revenue | $37.1M 32.1% | $282.0M 30.6% | $296.9M 29.2% | $294.3M 29.9% | $284.1M 30.1% | $166.5M 31.3% | $84.2M 38.5% | — |
| Gross Profit | $78.3M 67.9% | $640.2M 69.4% | $721.3M 70.8% | $691.2M 70.1% | $660.6M 69.9% | $365.4M 68.7% | $134.5M 61.5% | $66.0M 50.1% |
| Research & Development | $29.8M 25.8% | $247.8M 26.9% | $257.5M 25.3% | $313.5M 31.8% | $415.3M 44.0% | $199.5M 37.5% | $170.2M 77.8% | $52.1M 39.5% |
| Selling, General & Admin | $13.1M 11.3% | $99.3M 10.8% | $104.3M 10.2% | $109.2M 11.1% | $97.4M 10.3% | $114.7M 21.6% | $189.4M 86.6% | $14.0M 10.6% |
| Total Operating Expenses | $68.8M 59.6% | $568.2M 61.6% | $561.4M 55.1% | $579.6M 58.8% | $714.9M 75.7% | $409.9M 77.1% | $413.3M 189.0% | $88.1M 66.8% |
| Operating Income | $9.5M 8.3% | $71.9M 7.8% | $159.9M 15.7% | $111.6M 11.3% | -$54.2M -5.7% | -$44.5M -8.4% | -$278.8M -127.5% | -$22.1M -16.7% |
| Other Income (Expense), net | $5.0M 4.3% | $38.7M 4.2% | $42.7M 4.2% | $21.2M 2.2% | $17.1M 1.8% | $7.4M 1.4% | $4.6M 2.1% | $6.1M 4.6% |
| Pretax Income | $14.6M 12.6% | $110.6M 12.0% | $202.6M 19.9% | $132.8M 13.5% | -$37.2M -3.9% | -$37.0M -7.0% | -$274.2M -125.4% | -$16.0M -12.1% |
| Income Tax Expense | $913K 0.8% | $12.0M 1.3% | $21.7M 2.1% | $23.0M 2.3% | -$145K -0.0% | $466K 0.1% | $1.4M 0.6% | $1.6M 1.2% |
| Net Income | $13.6M 11.8% | $98.6M 10.7% | $180.9M 17.8% | $109.8M 11.1% | -$37.1M -3.9% | -$37.5M -7.0% | -$275.6M -126.0% | -$17.6M -13.3% |
| Per Share | ||||||||
| EPS (Basic) | $0.05 | $0.38 | $0.69 | $0.41 | $-0.14 | $-0.21 | $-1.52 | — |
| EPS (Diluted) | $0.05 | $0.36 | $0.66 | $0.41 | $-0.14 | $-0.21 | $-1.52 | — |
| Weighted Avg Shares (Basic) | 257.0M | 262.0M | 264.1M | 266.5M | 266.6M | 226.3M | 181.4M | — |
| Weighted Avg Shares (Diluted) | 267.6M | 271.2M | 273.8M | 270.2M | 266.6M | 226.3M | 181.4M | — |
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.
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
Nothing notable to watch.
Where each multiple sits in its own 6-yr range · 75th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 6-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 | — | 38.5 | 31.3 | 30.1 | 29.9 | 29.2 | 30.6 | 32.1 |
| Gross Profit | 50.1 | 61.5 | 68.7 | 69.9 | 70.1 | 70.8 | 69.4 | 67.9 |
| R&D | 39.5 | 77.8 | 37.5 | 44.0 | 31.8 | 25.3 | 26.9 | 25.8 |
| SG&A | 10.6 | 86.6 | 21.6 | 10.3 | 11.1 | 10.2 | 10.8 | 11.3 |
| Operating Income | -16.7 | -127.5 | -8.4 | -5.7 | 11.3 | 15.7 | 7.8 | 8.3 |
| Income Tax | 1.2 | 0.6 | 0.1 | -0.0 | 2.3 | 2.1 | 1.3 | 0.8 |
| Net Income | -13.3 | -126.0 | -7.0 | -3.9 | 11.1 | 17.8 | 10.7 | 11.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IH: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.