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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.
Top 12 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 — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $7.7M 100.0% | $15.2M 100.0% | $17.6M 100.0% | $9.5M 100.0% | $7.0M 100.0% |
| Selling, General & Admin | $3.3M 42.9% | $4.0M 26.4% | $6.6M 37.5% | $2.4M 25.2% | $568K 8.1% |
| Total Operating Expenses | $13.1M 170.4% | $22.3M 146.5% | $38.3M 218.0% | $11.7M 123.2% | $3.7M 53.1% |
| Operating Income | -$5.4M -70.4% | -$7.1M -46.5% | -$20.7M -118.0% | -$2.2M -23.2% | $3.3M 46.9% |
| Interest Expense | $493K 6.4% | $533K 3.5% | $1.1M 6.3% | $705K 7.4% | — |
| Other Income (Expense), net | $3.2M 41.4% | $2.6M 17.3% | $1.6M 9.2% | -$42.2M -445.0% | — |
| Pretax Income | -$2.2M -28.9% | -$4.5M -29.3% | -$19.1M -108.8% | -$44.4M -468.2% | $3.3M 46.9% |
| Income Tax Expense | -$58K -0.8% | $43.9M 287.7% | -$1.8M -10.4% | -$9.3M -97.6% | — |
| Net Income | -$2.2M -28.2% | -$48.3M -317.0% | -$17.3M -98.4% | -$35.1M -370.6% | $3.3M 46.9% |
| Per Share | |||||
| EPS (Basic) | $-0.82 | $-17.43 | $-8.12 | $-1.85 | — |
| EPS (Diluted) | $-0.82 | $-17.43 | $-8.12 | $-1.85 | — |
| Weighted Avg Shares (Basic) | 2.9M | 2.8M | 2.1M | 19.0M | — |
| Weighted Avg Shares (Diluted) | 2.9M | 2.8M | 2.1M | 19.0M | — |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 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).
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned.
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 5 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: -26%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 5 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 $7M covers the $3M due within a year 1.9× over. Scheduled principal only (excludes interest & revolver draws). As of 2023-09-30 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest.
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.
No current price collected.
No standout strengths flagged.
Where each multiple sits in its own 5-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-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
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 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| SG&A | 8.1 | 25.2 | 37.5 | 26.4 | 42.9 |
| Operating Income | 46.9 | -23.2 | -118.0 | -46.5 | -70.4 |
| Income Tax | — | -97.6 | -10.4 | 287.7 | -0.8 |
| Net Income | 46.9 | -370.6 | -98.4 | -317.0 | -28.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SHFS: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.