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Held by 264 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
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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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
7/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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).
Interest coverage is thin — monitor.
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: $170.8B dividends + $150.0B buybacks = $320.8B returned.
2 consecutive years of dividend increases · 14%/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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 4%. 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 $1.33T covers the $1.03T due within a year 1.3× over. Scheduled principal only (excludes interest & revolver draws). As of 2026-03-31 (20-F).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~3.0% on $6.54T of debt.
Cash of $1.33T fully covers short-term debt of $572.2B.
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.
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
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.33T 100.0% | $2.87T 100.0% | $2.81T 100.0% | $2.66T 100.0% | $2.51T 100.0% | $2.29T 100.0% | $2.28T 100.0% | $2.43T 100.0% | $2.86T 100.0% | $2.68T 100.0% |
| Cost of Revenue | — | — | — | — | — | — | $483.91B 21.2% | $508.32B 20.9% | $482.80B 16.9% | $451.28B 16.8% |
| Cost of Products | — | — | — | — | — | — | — | — | $896.51B 31.3% | $832.42B 31.1% |
| Cost of Services | — | — | — | — | — | — | — | — | $482.80B 16.9% | $451.28B 16.8% |
| Selling, General & Admin | $711.77B 21.4% | $646.05B 22.5% | $627.63B 22.3% | $559.41B 21.0% | $522.78B 20.8% | $456.80B 19.9% | $460.20B 20.2% | $437.03B 17.9% | $431.59B 15.1% | $418.75B 15.6% |
| Total Operating Expenses | $2.87T 86.3% | $2.54T 88.5% | $2.45T 87.2% | $2.33T 87.4% | $2.22T 88.3% | $2.03T 88.7% | $2.01T 88.2% | $2.11T 86.5% | $2.53T 88.3% | $2.35T 87.7% |
| Operating Income | $456.25B 13.7% | $331.83B 11.5% | $360.71B 12.8% | $335.92B 12.6% | $292.88B 11.7% | $258.81B 11.3% | $269.68B 11.8% | $329.44B 13.5% | $336.19B 11.7% | $329.22B 12.3% |
| Interest Expense | $193.89B 5.8% | $169.05B 5.9% | $188.33B 6.7% | $127.62B 4.8% | $68.23B 2.7% | $78.07B 3.4% | $99.14B 4.3% | $93.34B 3.8% | $76.81B 2.7% | $72.91B 2.7% |
| Interest & Investment Income | $37.81B 1.1% | $29.14B 1.0% | $26.33B 0.9% | $19.91B 0.7% | $12.74B 0.5% | $11.87B 0.5% | $13.66B 0.6% | $14.74B 0.6% | $15.76B 0.6% | $14.03B 0.5% |
| Pretax Income | $691.43B 20.8% | $480.46B 16.7% | $469.98B 16.7% | $392.18B 14.7% | $509.45B 20.3% | $287.56B 12.5% | $412.56B 18.1% | $395.73B 16.3% | $435.50B 15.2% | $424.96B 15.9% |
| Income Tax Expense | $233.10B 7.0% | $128.83B 4.5% | $131.39B 4.7% | $95.25B 3.6% | $186.59B 7.4% | $90.75B 4.0% | $105.84B 4.6% | $68.69B 2.8% | $113.91B 4.0% | $144.04B 5.4% |
| Net Income | $447.26B 13.4% | $351.63B 12.2% | $346.13B 12.3% | $290.34B 10.9% | $317.38B 12.7% | $192.38B 8.4% | $302.70B 13.3% | $323.75B 13.3% | $313.13B 10.9% | $273.24B 10.2% |
| Per Share | ||||||||||
| EPS (Basic) | — | — | — | — | — | — | — | — | — | $208.88 |
| EPS (Diluted) | — | — | — | — | — | — | — | — | — | $208.68 |
| Weighted Avg Shares (Basic) | 1.12B | 1.14B | 1.16B | 1.18B | 1.20B | 1.24B | 1.28B | 1.28B | 1.28B | 1.31B |
| Weighted Avg Shares (Diluted) | 1.12B | 1.14B | 1.16B | 1.18B | 1.20B | 1.24B | 1.28B | 1.28B | 1.28B | 1.31B |
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.
No current price collected.
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 15-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 15-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 2.4× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 20.9 | 21.2 | — | — | — | — | — | — |
| SG&A | 17.9 | 20.2 | 19.9 | 20.8 | 21.0 | 22.3 | 22.5 | 21.4 |
| Operating Income | 13.5 | 11.8 | 11.3 | 11.7 | 12.6 | 12.8 | 11.5 | 13.7 |
| Income Tax | 2.8 | 4.6 | 4.0 | 7.4 | 3.6 | 4.7 | 4.5 | 7.0 |
| Net Income | 13.3 | 13.3 | 8.4 | 12.7 | 10.9 | 12.3 | 12.2 | 13.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IX: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.