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Held by 394 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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How management deployed cash over 10 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: 13%. 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.
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.” Effective rate ~0.3% on $3.4B of debt.
Cash of $1.1B fully covers short-term debt of $19M.
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 2026-08-05 · 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 | $47.08B 100.0% | $51.53B 100.0% | $50.97B 100.0% | $59.67B 100.0% | $37.59B 100.0% | $22.39B 100.0% | — | — | — | — |
| Research & Development | $134.0M 0.3% | $118.0M 0.2% | $84.0M 0.2% | $74.0M 0.1% | $89.0M 0.2% | $105.0M 0.5% | $133.0M | $110.0M | $111.0M | $152.0M |
| Selling, General & Admin | $1.39B 2.9% | $945.0M 1.8% | $857.0M 1.7% | $882.0M 1.5% | — | — | — | — | — | — |
| Total Operating Expenses | $42.82B 90.9% | $45.29B 87.9% | $44.60B 87.5% | $50.19B 84.1% | $34.31B 91.3% | $24.80B 110.8% | $32.05B | $32.03B | $28.84B | $24.91B |
| Interest Expense | $12.0M 0.0% | $41.0M 0.1% | $69.0M 0.1% | $60.0M 0.1% | $54.0M 0.1% | $64.0M 0.3% | $93.0M | $108.0M | $78.0M | $72.0M |
| Pretax Income | $4.26B 9.1% | $6.24B 12.1% | $6.37B 12.5% | $9.48B 15.9% | $3.28B 8.7% | -$2.41B -10.8% | $2.05B | $3.07B | $582.0M | $2.44B |
| Income Tax Expense | $994.0M 2.1% | $1.45B 2.8% | $1.48B 2.9% | $2.14B 3.6% | $804.0M 2.1% | -$551.0M -2.5% | -$154.0M | $759.0M | $92.0M | $279.0M |
| Net Income | $3.27B 6.9% | $4.79B 9.3% | $4.89B 9.6% | $7.34B 12.3% | $2.48B 6.6% | -$1.86B -8.3% | $2.20B | $2.31B | $490.0M | $2.17B |
| Per Share | ||||||||||
| EPS (Basic) | $6.50 | $9.05 | $8.51 | $11.47 | $3.48 | $-2.53 | $2.88 | $2.87 | $0.58 | $2.55 |
| EPS (Diluted) | $6.48 | $9.03 | $8.49 | $11.44 | $3.48 | $-2.53 | $2.88 | $2.86 | $0.58 | $2.55 |
| Weighted Avg Shares (Basic) | 502.8M | 529.4M | 574.8M | 640.2M | 711.6M | 735.3M | 762.7M | 807.5M | 842.9M | 847.6M |
| Weighted Avg Shares (Diluted) | 504.0M | 530.6M | 575.9M | 641.5M | 713.2M | 735.3M | 765.0M | 810.1M | 845.7M | 850.5M |
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.
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.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
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: $1.4B dividends + $3.2B buybacks = $4.6B returned.
9 consecutive years of dividend increases · 20%/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.
Ranked against 243 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EC | $673.9B | — | — | — | — | — | — | — | — | — | 154 |
| XOM | $633.7B | 22.6× | — | 1.9× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| CVX | $344.7B | 28.1× | — | 1.8× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| RYDAF | $253.5B | — | — | — | — | — | — | — | — | — | 5 |
| TTE | $187.0B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $144.0B | 18.1× | — | 2.4× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| STOHF | $99.4B | — | — | — | — | — | — | — | — | — | 3 |
| VLO | $93.4B | 40.0× | 17.9× | 0.8× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| CNQ | $93.2B | — | — | — | — | — | — | — | — | — | 709 |
| MPC | $90.8B | 22.5× | 7.8× | 0.7× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EIPAF | $84.0B | — | — | — | — | — | — | — | — | — | 2 |
| PSX | $82.2B | 18.8× | — | 0.6× | -7.5% | 12.3% | 3.3% | 15.1% | 8.9% | — | 2,041 |
| SU | $75.0B | — | — | — | — | — | — | — | — | — | 724 |
| SLB | $74.6B | 21.2× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| EOG | $72.9B | 14.7× | 7.1× | 3.2× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| BKR | $61.2B | — | — | 2.2× | -0.3% | — | 9.3% | 13.7% | 10.1% | — | 1,095 |
| IMO | $60.7B | 19.3× | — | 1.3× | -8.6% | — | 6.9% | 14.7% | 12.7% | — | 394 |
| LNG | $56.0B | 10.6× | 7.4× | 2.8× | 27.2% | — | 34.0% | 85.8% | 22.1% | 2.2× | 1,303 |
| TRGP | $55.8B | 30.6× | 15.1× | 3.3× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| OKE | $54.9B | 16.1× | 11.9× | 1.6× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| FANG | $53.0B | 32.5× | 10.7× | 3.5× | 35.8% | — | 10.3% | 4.2% | 3.0% | 2.3× | 1,141 |
| CVE | $52.2B | — | — | — | — | — | — | — | — | — | 437 |
| WOPEF | $42.7B | — | — | — | — | — | — | — | — | — | 3 |
| CCJ | $41.1B | — | — | — | — | — | — | — | — | — | 970 |
Peers = companies sharing IMO's sector (Energy) 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.
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
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 14-yr range · 93th 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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| R&D | — | — | 0.5 | 0.2 | 0.1 | 0.2 | 0.2 | 0.3 |
| SG&A | — | — | — | — | 1.5 | 1.7 | 1.8 | 2.9 |
| Income Tax | — | — | -2.5 | 2.1 | 3.6 | 2.9 | 2.8 | 2.1 |
| Net Income | — | — | -8.3 | 6.6 | 12.3 | 9.6 | 9.3 | 6.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IMO: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.