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Insufficient data to determine institutional momentum.
Data as of Q1 2026
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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.
No trend data available for this metric.
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.
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 |
|---|---|---|---|
| Revenue | $173.6M 100.0% | $205.4M 100.0% | $193.5M 100.0% |
| Cost of Revenue | $46.3M 26.7% | $49.4M 24.0% | $56.2M 29.1% |
| Gross Profit | $127.3M 73.3% | $156.1M 76.0% | $137.3M 70.9% |
| Selling, General & Admin | $59.8M 34.4% | $57.7M 28.1% | $66.2M 34.2% |
| Total Operating Expenses | $59.8M 34.4% | $85.7M 41.7% | $66.6M 34.4% |
| Operating Income | $67.5M 38.9% | $70.3M 34.2% | $70.7M 36.5% |
| Interest Expense | $148K 0.1% | $28K 0.0% | $45K 0.0% |
| Interest & Investment Income | $198K 0.1% | $20K 0.0% | $87K 0.0% |
| Other Income (Expense), net | $14.6M 8.4% | $3.2M 1.5% | $2.9M 1.5% |
| Pretax Income | $82.1M 47.3% | $73.5M 35.8% | $73.6M 38.0% |
| Income Tax Expense | $31.0M 17.9% | $26.8M 13.0% | $35.0M 18.1% |
| Net Income | $51.0M 29.4% | $46.6M 22.7% | $39.4M 20.3% |
| Per Share | |||
| EPS (Basic) | $0.50 | $0.48 | $0.42 |
| EPS (Diluted) | $0.50 | $0.48 | $0.42 |
| Weighted Avg Shares (Basic) | 103.0M | 96.6M | 94.2M |
| Weighted Avg Shares (Diluted) | 103.0M | 96.6M | 94.2M |
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.
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 lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; leverage rising 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.
No dividend to cover. Last year: $0 dividends + $5M buybacks = $5M returned on $23M FCF.
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 3 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: 18%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 3 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 $164M covers all $40M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2026-03-31 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~0.3% on $43M of debt.
Cash of $164M fully covers short-term debt of $228210.
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 current price collected.
Where each multiple sits in its own 3-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 3-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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Cost of Revenue | 29.1 | 24.0 | 26.7 |
| Gross Profit | 70.9 | 76.0 | 73.3 |
| SG&A | 34.2 | 28.1 | 34.4 |
| Operating Income | 36.5 | 34.2 | 38.9 |
| Income Tax | 18.1 | 13.0 | 17.9 |
| Net Income | 20.3 | 22.7 | 29.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SBC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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