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Insufficient data to determine institutional momentum.
Data as of Q1 2026
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How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $36.3M 100.0% | $52.4M 100.0% | $67.9M 100.0% | $61.8M 100.0% | $38.3M 100.0% | $24.2M 100.0% | $29.7M 100.0% | $17.9M 100.0% | $12.9M 100.0% | $354K 100.0% |
| Cost of Revenue | — | — | — | — | — | $2.5M 10.4% | $1.2M 4.0% | $6.7M 37.5% | $863K 6.7% | $43K 12.3% |
| Selling, General & Admin | $9.6M 26.4% | $8.0M 15.3% | $560K 0.8% | $59K 0.1% | $891K 2.3% | $1.7M 7.0% | $879K 3.0% | $454K 2.5% | $1.2M 9.3% | $2.0M 558.1% |
| Total Operating Expenses | $44.5M 122.8% | $50.7M 96.8% | $63.3M 93.2% | $70.5M 113.9% | $37.6M 98.4% | $37.5M 155.1% | $33.6M 113.3% | $28.6M 159.6% | $14.8M 115.1% | $2.0M 570.4% |
| Operating Income | -$8.3M -22.8% | $1.7M 3.2% | $4.6M 6.8% | -$8.6M -13.9% | $625K 1.6% | -$13.3M -55.1% | -$3.9M -13.3% | -$10.7M -59.6% | -$1.9M -15.1% | -$1.7M -470.4% |
| Interest Expense | — | — | — | — | $30K 0.1% | $30K 0.1% | $51K 0.2% | $75K 0.4% | $205K 1.6% | -$660K -186.6% |
| Other Income (Expense), net | -$707K -2.0% | $391K 0.7% | $405K 0.6% | -$4.0M -6.5% | -$59K -0.2% | -$8.0M -32.9% | -$966K -3.3% | -$4.2M -23.5% | -$486K -3.8% | — |
| Pretax Income | -$9.0M -24.7% | $2.1M 4.0% | $5.0M 7.4% | -$12.6M -20.4% | $566K 1.5% | -$21.3M -88.0% | -$4.9M -16.5% | -$14.9M -83.1% | — | — |
| Income Tax Expense | -$59K -0.2% | $895K 1.7% | $2.2M 3.2% | $327K 0.5% | $150K 0.4% | $7K 0.0% | $71K 0.2% | -$25K -0.1% | $4K 0.0% | — |
| Net Income | -$8.9M -24.6% | $1.2M 2.3% | $2.8M 4.2% | -$12.9M -20.9% | $566K 1.5% | -$21.3M -88.0% | -$5.0M -16.9% | -$14.9M -83.2% | -$2.4M -18.9% | -$2.1M -594.6% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.01 | $0.00 | $0.00 | $-0.01 | $0.00 | — | — | — | — | — |
| EPS (Diluted) | $-0.01 | $0.00 | $0.00 | $-0.01 | $0.00 | — | — | — | — | — |
| Weighted Avg Shares (Basic) | 1.85B | 1.91B | 2.56B | 2.68B | — | — | — | — | — | 14.6M |
| Weighted Avg Shares (Diluted) | 1.85B | 2.94B | 3.60B | 2.68B | 3.14B | — | — | — | — | 19.1M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/7 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 · book equity (no price)
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: $661895 dividends + $0 buybacks = $661895 returned on -$4M FCF.
5 consecutive years of dividend increases · 155%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -100%. 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 $10M covers all $3M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2013-06-30 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Interest last disclosed in FY2021 (no longer broken out).
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. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
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Top 2 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
No trend data available for this metric.
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.
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.
No current price collected.
Where each multiple sits in its own 14-yr range
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?
FY2026 · 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
High operating leverage: profit moved 19.1× 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 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 37.5 | 4.0 | 10.4 | — | — | — | — | — |
| SG&A | 2.5 | 3.0 | 7.0 | 2.3 | 0.1 | 0.8 | 15.3 | 26.4 |
| Operating Income | -59.6 | -13.3 | -55.1 | 1.6 | -13.9 | 6.8 | 3.2 | -22.8 |
| Income Tax | -0.1 | 0.2 | 0.0 | 0.4 | 0.5 | 3.2 | 1.7 | -0.2 |
| Net Income | -83.2 | -16.9 | -88.0 | 1.5 | -20.9 | 4.2 | 2.3 | -24.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on INVU: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.