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Held by 326 of 5,944 reporting institutions (95th percentile) — extremely crowded.
Data as of Q1 2026
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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
Ranked against 633 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $33.13T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $405.3B | 46.3× | 32.2× | 6.0× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $399.8B | 46.8× | — | 8.7× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $298.4B | 44.8× | 21.3× | 3.4× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| ABBNY | $187.8B | 50.7× | 33.5× | 5.8× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $175.3B | 24.7× | 16.7× | 7.2× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $173.5B | 42.8× | — | 6.3× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| DE | $165.5B | 33.1× | — | 3.6× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| HON | $157.6B | 33.7× | 18.9× | 4.2× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| HTHIF | $153.6B | 0.7× | — | 0.0× | 3.9% | 25.2% | 2.6% | 16.6% | 7.4% | — | 2 |
| LMT | $132.3B | 26.9× | 17.0× | 1.8× | 5.6% | 10.2% | 6.7% | 74.6% | 18.4% | 2.4× | 2,807 |
| PH | $127.9B | 36.8× | 28.7× | 6.4× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| HWM | $117.0B | 78.5× | 51.2× | 14.2× | 11.1% | — | 18.3% | 28.2% | 18.4% | 1.2× | 1,399 |
| ADP | $109.5B | 27.1× | — | 5.3× | 7.1% | 46.0% | 19.8% | 65.9% | 40.1% | — | 2,179 |
| TT | $107.8B | 37.3× | 26.5× | 5.1× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $106.3B | 81.5× | 50.3× | 10.4× | 27.7% | 36.3% | 13.0% | 33.8% | 19.5% | 1.4× | 1,748 |
| GD | $103.9B | 24.9× | 18.1× | 2.0× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| PWR | $102.2B | 100.4× | 50.3× | 3.6× | 20.3% | 15.0% | 3.7% | 11.7% | 11.7% | 0.0× | 1,659 |
| JCI | $100.1B | 30.6× | — | 4.2× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| MMM | $96.6B | 30.4× | 18.4× | 3.9× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $95.1B | 33.2× | 15.3× | 6.8× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| EMR | $91.4B | 40.2× | — | 5.1× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $91.4B | 16.4× | 10.1× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| WM | $90.4B | 33.5× | 12.7× | 3.6× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| CMI | $89.7B | 31.7× | 16.9× | 2.7× | -1.3% | 25.3% | 8.8% | 23.9% | 23.9% | — | 1,877 |
| KFY | $4.2B | 16.0× | 7.4× | 1.4× | 6.4% | — | 9.4% | 14.1% | 11.7% | 0.8× | 326 |
Peers = companies sharing KFY's sector (Industrials) 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $83.48 today, the market must believe free cash flow compounds 1.0%/yr for a decade (off $285M normalized FCF).
The market's 1.0% is more conservative than its 9-yr track record.
2-stage DCF · 0.05B shares · net debt -$697M
mean 36.6% · volatility σ 78% · implied rate exceeded in 6/9 yrs
Central path = implied 1.0%/yr growth; shaded band = ±1σ (78%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
8/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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.
The dividend is comfortably covered — only 32% of free cash flow, leaving room to grow it and fund buybacks. Last year: $105M dividends + $116M buybacks = $220M returned on $324M FCF.
5 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.
How management deployed cash over 10 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 12%. 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.
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). 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 — 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 | $2.94B 100.0% | $2.76B 100.0% | $2.80B 100.0% | $2.86B 100.0% | $2.64B 100.0% | $1.82B 100.0% | $1.98B 100.0% | $1.97B 100.0% | $1.82B 100.0% | $1.62B 100.0% |
| Cost of Services | — | — | — | — | — | — | — | — | $73.7M 4.0% | $71.5M 4.4% |
| Selling, General & Admin | $247.7M 8.4% | $258.5M 9.4% | $259.0M 9.3% | $268.5M 9.4% | $237.3M 9.0% | $191.8M 10.5% | $259.0M 13.1% | $352.0M 17.8% | $237.4M 13.0% | $226.2M 14.0% |
| Total Operating Expenses | $2.56B 87.2% | $2.41B 87.5% | $2.58B 92.4% | $2.55B 89.0% | $2.17B 82.2% | $1.66B 91.4% | $1.80B 91.1% | $1.83B 92.9% | $1.61B 88.5% | $1.50B 92.6% |
| Operating Income | $374.7M 12.8% | $346.3M 12.5% | $212.9M 7.6% | $316.3M 11.0% | $470.1M 17.8% | $155.8M 8.6% | $176.0M 8.9% | $140.8M 7.1% | $208.4M 11.5% | $120.3M 7.4% |
| Other Income (Expense), net | $33.7M 1.1% | $19.0M 0.7% | $30.7M 1.1% | $5.3M 0.2% | -$11.9M -0.4% | $37.2M 2.0% | -$2.9M -0.1% | $10.4M 0.5% | $11.4M 0.6% | $10.3M 0.6% |
| Pretax Income | $388.4M 13.2% | $344.9M 12.5% | $222.6M 8.0% | $295.7M 10.3% | $432.9M 16.4% | $163.7M 9.0% | $151.0M 7.6% | $134.3M 6.8% | $206.0M 11.3% | $116.0M 7.2% |
| Income Tax Expense | $107.6M 3.7% | $93.8M 3.4% | $50.1M 1.8% | $82.7M 2.9% | $102.1M 3.9% | $48.1M 2.6% | $43.9M 2.2% | $29.5M 1.5% | $70.1M 3.9% | $29.1M 1.8% |
| Net Income | $277.4M 9.4% | $246.1M 8.9% | $169.2M 6.1% | $209.5M 7.3% | $326.4M 12.3% | $114.5M 6.3% | $104.9M 5.3% | $102.7M 5.2% | $133.8M 7.4% | $84.2M 5.2% |
| Per Share | ||||||||||
| EPS (Basic) | $5.33 | $4.69 | $3.25 | $3.98 | $6.04 | $2.11 | $1.91 | $1.84 | $2.39 | $1.48 |
| EPS (Diluted) | $5.22 | $4.60 | $3.23 | $3.95 | $5.98 | $2.09 | $1.90 | $1.81 | $2.35 | $1.47 |
| Weighted Avg Shares (Basic) | 51.4M | 51.8M | 51.0M | 51.5M | 52.8M | 52.9M | 54.3M | 55.3M | 55.4M | 56.2M |
| Weighted Avg Shares (Diluted) | 52.5M | 52.8M | 51.4M | 51.9M | 53.4M | 53.4M | 54.8M | 56.1M | 56.3M | 56.9M |
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.
No material risks flagged.
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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 17.8 | 13.1 | 10.5 | 9.0 | 9.4 | 9.3 | 9.4 | 8.4 |
| Operating Income | 7.1 | 8.9 | 8.6 | 17.8 | 11.0 | 7.6 | 12.5 | 12.8 |
| Income Tax | 1.5 | 2.2 | 2.6 | 3.9 | 2.9 | 1.8 | 3.4 | 3.7 |
| Net Income | 5.2 | 5.3 | 6.3 | 12.3 | 7.3 | 6.1 | 8.9 | 9.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on KFY: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.