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Held by 305 of 5,944 reporting institutions (94th 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 reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. 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.
Cash of $285M covers the $17M due within a year 16.6× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K/A).
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 ~4.7% on $2.1B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash of $285M fully covers short-term debt of $17M.
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.
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $17.33 today, the market must believe free cash flow compounds 13.0%/yr for a decade (off $159M normalized FCF).
The market's 13.0% is more optimistic than its 9-yr track record.
2-stage DCF · 0.17B shares · net debt $1.7B
mean 858.6% · volatility σ 2607% · implied rate exceeded in 3/9 yrs
Central path = implied 13.0%/yr growth; shaded band = ±1σ (2607%) 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.
6/8 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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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.
The dividend is comfortably covered — only 16% of free cash flow, leaving room to grow it and fund buybacks. Last year: $51M dividends + $0 buybacks = $51M returned on $317M FCF.
1 consecutive years of dividend increases · -10%/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.
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
EOD close · as of 2026-09-14
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 | $1.89B 100.0% | $2.03B 100.0% | $2.08B 100.0% | $2.48B 100.0% | $3.67B 100.0% | $3.55B 100.0% | $3.21B 100.0% | $3.21B 100.0% | $2.78B 100.0% | $2.98B 100.0% |
| Cost of Revenue | — | $964.3M 47.6% | $1.05B 50.4% | — | $2.55B 69.5% | $2.40B 67.7% | $1.92B 60.0% | $1.79B 55.7% | $1.43B 51.5% | $1.51B 50.8% |
| Research & Development | $15.3M 0.8% | $32.0M 1.6% | $29.5M 1.4% | $35.5M 1.4% | $46.8M 1.3% | $38.4M 1.1% | $51.3M 1.6% | $58.5M 1.8% | $60.9M 2.2% | $107.4M 3.6% |
| Selling, General & Admin | $621.6M 32.8% | $717.9M 35.4% | $781.6M 37.6% | $785.5M 31.6% | $924.2M 25.2% | $963.3M 27.1% | $1.00B 31.3% | $1.00B 31.2% | $1.03B 37.0% | $1.14B 38.2% |
| Total Operating Expenses | $1.70B 89.8% | $1.11B 55.0% | $1.07B 51.7% | $2.29B 92.4% | $1.13B 30.7% | $1.33B 37.5% | $1.26B 39.2% | $1.23B 38.4% | $1.47B 52.8% | $1.65B 55.2% |
| Interest Expense | — | — | $100.4M 4.8% | $90.0M 3.6% | $96.9M 2.6% | $105.8M 3.0% | $110.9M 3.5% | $115.4M 3.6% | $118.0M 4.2% | $89.0M 3.0% |
| Pretax Income | $192.5M 10.2% | -$52.3M -2.6% | -$43.9M -2.1% | $188.7M 7.6% | -$7.4M -0.2% | -$183.4M -5.2% | $26.7M 0.8% | $212.4M 6.6% | $193.7M 7.0% | $201.8M 6.8% |
| Income Tax Expense | $47.8M 2.5% | -$154.8M -7.6% | $17.3M 0.8% | $43.0M 1.7% | -$10.9M -0.3% | $7.1M 0.2% | -$13.1M -0.4% | $6.4M 0.2% | $13.7M 0.5% | $107.0M 3.6% |
| Net Income | $144.7M 7.6% | -$203.6M -10.0% | -$385.6M -18.5% | $36.9M 1.5% | -$1.4M -0.0% | -$180.4M -5.1% | $194.3M 6.1% | $241.8M 7.5% | $243.5M 8.7% | $92.8M 3.1% |
| Per Share | ||||||||||
| EPS (Basic) | $0.84 | $-1.13 | $-2.20 | $0.21 | $-0.01 | $-1.05 | $1.10 | $1.29 | $1.31 | $0.49 |
| EPS (Diluted) | $0.84 | $-1.12 | $-2.20 | $0.21 | $-0.01 | $-1.05 | $1.10 | $1.28 | $1.30 | $0.49 |
| Weighted Avg Shares (Basic) | 171.6M | 179.5M | 175.6M | 173.9M | 173.9M | 171.5M | 176.3M | 187.3M | 186.3M | 187.9M |
| Weighted Avg Shares (Diluted) | 173.0M | 182.5M | 175.6M | 177.3M | 179.1M | 171.5M | 177.4M | 188.4M | 187.4M | 189.0M |
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.
Ranked against 651 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 | $29.18T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.8B | 41.7× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $333.0B | 39.0× | — | 7.3× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $262.2B | 39.4× | 18.6× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $212.8B | 84.8× | 42.4× | 2.4× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $184.3B | 36.8× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $170.8B | 46.1× | 30.5× | 5.3× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $169.1B | 23.8× | 16.2× | 6.9× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $152.5B | 37.6× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $127.9B | 27.4× | 15.8× | 3.4× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $121.2B | 24.6× | 15.9× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $119.2B | 34.3× | 26.9× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $110.0B | 25.3× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.5B | 23.1× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $95.0B | 32.8× | 23.4× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $93.0B | 91.5× | 46.1× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| HWM | $91.2B | 61.2× | 40.2× | 11.1× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $91.0B | 31.8× | 14.7× | 6.5× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| VRT | $90.8B | 69.6× | 43.0× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $89.8B | 27.4× | — | 3.8× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| WM | $87.9B | 32.5× | 12.3× | 3.5× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $87.0B | 15.6× | 9.7× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| MMM | $85.9B | 27.0× | 16.6× | 3.4× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| EMR | $83.5B | 36.7× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.9B | 45.6× | 29.1× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| PBI | $3.0B | 20.6× | — | 1.6× | -6.6% | — | 7.6% | -18.0% | 12.2% | — | 305 |
Peers = companies sharing PBI'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.
EOD close · as of 2026-09-14
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 100th 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
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
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 55.7 | 60.0 | 67.7 | 69.5 | — | 50.4 | 47.6 | — |
| R&D | 1.8 | 1.6 | 1.1 | 1.3 | 1.4 | 1.4 | 1.6 | 0.8 |
| SG&A | 31.2 | 31.3 | 27.1 | 25.2 | 31.6 | 37.6 | 35.4 | 32.8 |
| Income Tax | 0.2 | -0.4 | 0.2 | -0.3 | 1.7 | 0.8 | -7.6 | 2.5 |
| Net Income | 7.5 | 6.1 | -5.1 | -0.0 | 1.5 | -18.5 | -10.0 | 7.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PBI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.