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Institutional ownership roughly stable: -0.01% change quarter-over-quarter.
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.
Ranked against 768 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | $5.33T | 44.7× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.59T | 41.7× | 32.0× | 11.0× | 6.4% | 46.9% | 26.9% | 152% | 73.7% | 0.5× | 5,858 |
| MSFT | $3.62T | 27.2× | 19.1× | 10.9× | 17.8% | 67.9% | 40.3% | 30.2% | 28.2% | 0.2× | 5,944 |
| AVGO | $1.98T | 87.7× | 78.0× | 31.0× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.00T | 117.7× | 55.4× | 26.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $785.7B | 181.9× | 185.9× | 22.7× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| ASMLF | $649.1B | 68.2× | 51.8× | 19.9× | 15.6% | 52.8% | 29.4% | 49.0% | 43.1% | 0.2× | 2 |
| INTC | $504.7B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $481.1B | 47.6× | 40.2× | 8.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| AMAT | $423.7B | 61.7× | 48.7× | 14.9× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| LRCX | $390.0B | 74.1× | 62.2× | 21.2× | 23.7% | 48.7% | 29.1% | 54.3% | 39.5% | 0.6× | 2,500 |
| PLTR | $378.8B | 251.5× | 262.1× | 84.7× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| RPAY | $342.2B | — | — | 1106.6× | -1.2% | 75.0% | -83.0% | -53.0% | -33.6% | -1.1× | 142 |
| DELL | $301.7B | 53.3× | 28.8× | 2.7× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| ARM | $292.2B | 323.0× | 251.9× | 59.4× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| TXN | $252.4B | 51.0× | 33.1× | 14.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.8% | 1.7× | 2,345 |
| ANET | $247.8B | 71.7× | 62.6× | 27.5× | 28.6% | 64.1% | 0.0% | 0.0% | 0.0% | — | 1,930 |
| UMC | $242.3B | — | — | — | — | — | — | — | — | — | 302 |
| PANW | $242.3B | 226.7× | 151.3× | 26.3× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SAPGF | $241.4B | — | — | — | — | — | — | — | — | — | 7 |
| IBM | $221.0B | 21.1× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| APH | $211.2B | 51.5× | 29.5× | 9.1× | 51.7% | 36.9% | 18.5% | 31.8% | 31.8% | — | 2,017 |
| SNDK | $197.2B | — | — | 26.8× | 10.4% | 30.1% | -22.3% | -17.8% | -14.9% | -1.5× | 1,127 |
| SHOP | $187.4B | 153.4× | 124.0× | 16.2× | 30.1% | 48.1% | 10.7% | 9.1% | 9.1% | — | 1,642 |
| ADI | $184.9B | 82.8× | 57.2× | 16.8× | 16.9% | 61.5% | 20.6% | 6.7% | 5.3% | 2.6× | 2,030 |
| SOGP | $53M | 424.7× | -1.3× | 0.0× | 52.7% | 4.2% | 1.0% | 55.0% | 55.0% | — | 14 |
Peers = companies sharing SOGP's sector (Technology) 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 2026-08-05 · 15d old
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 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.10B 100.0% | $2.03B 100.0% | $2.07B 100.0% | $2.19B 100.0% | $2.12B 100.0% | $1.50B 100.0% | $1.18B 100.0% | $798.6M 100.0% | $453.5M 100.0% |
| Cost of Revenue | $314.3M 10.1% | $1.47B 72.6% | $1.49B 71.7% | $1.47B 67.2% | $1.50B 70.9% | $1.13B 75.5% | $910.2M 77.1% | $565.6M 70.8% | $330.8M 72.9% |
| Gross Profit | $129.4M 4.2% | $556.9M 27.4% | $585.4M 28.3% | $716.3M 32.8% | $617.0M 29.1% | $368.2M 24.5% | $270.4M 22.9% | $232.9M 29.2% | $122.7M 27.1% |
| Research & Development | $34.4M 1.1% | $232.7M 11.5% | $301.5M 14.6% | $283.3M 13.0% | $264.7M 12.5% | $225.3M 15.0% | $158.0M 13.4% | $83.2M 10.4% | $43.2M 9.5% |
| Selling, General & Admin | $14.3M 0.5% | $106.6M 5.2% | $193.9M 9.4% | $106.7M 4.9% | $104.6M 4.9% | $88.9M 5.9% | $45.7M 3.9% | $26.7M 3.3% | $22.6M 5.0% |
| Total Operating Expenses | $98.4M 3.2% | $646.6M 31.8% | $733.0M 35.4% | — | — | — | — | — | — |
| Operating Income | $31.0M 1.0% | -$89.7M -4.4% | -$147.7M -7.1% | $66.7M 3.1% | -$138.5M -6.5% | -$88.7M -5.9% | -$141.8M -12.0% | -$12.0M -1.5% | -$149.9M -33.1% |
| Interest Expense | — | $57K 0.0% | $220K 0.0% | $2.5M 0.1% | $2.9M 0.1% | $367K 0.0% | — | — | $1.1M 0.2% |
| Other Income (Expense), net | -$298K -0.0% | $4.4M 0.2% | -$3.6M -0.2% | $1.9M 0.1% | -$479K -0.0% | -$4.0M -0.3% | -$2.0M -0.2% | -$675K -0.1% | -$205K -0.0% |
| Pretax Income | $31.9M 1.0% | -$77.7M -3.8% | -$134.1M -6.5% | $86.7M 4.0% | -$126.9M -6.0% | -$81.2M -5.4% | -$133.0M -11.3% | -$9.3M -1.2% | -$153.7M -33.9% |
| Income Tax Expense | $398K 0.0% | $3.3M 0.2% | $434K 0.0% | $207K 0.0% | $376K 0.0% | $999K 0.1% | $0 0.0% | — | — |
| Net Income | $31.6M 1.0% | -$81.0M -4.0% | -$134.5M -6.5% | $86.5M 4.0% | -$127.3M -6.0% | -$82.2M -5.5% | -$133.0M -11.3% | -$9.3M -1.2% | -$153.7M -33.9% |
| Per Share | |||||||||
| EPS (Basic) | $0.03 | $-0.07 | $-0.12 | $0.08 | $-0.13 | $-0.27 | $-4.13 | $-0.87 | $-1.73 |
| EPS (Diluted) | $0.03 | $-0.07 | $-0.12 | $0.08 | $-0.13 | $-0.27 | $-4.13 | $-0.87 | $-1.73 |
| Weighted Avg Shares (Basic) | 940.7M | 1.03B | 1.08B | 1.04B | 991.7M | 883.2M | 260.0M | 260.0M | 260.0M |
| Weighted Avg Shares (Diluted) | 943.6M | 1.03B | 1.08B | 1.04B | 991.7M | 883.2M | 260.0M | 260.0M | 260.0M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $12.74 today, the market must believe free cash flow compounds -60.0%/yr for a decade (off $40M normalized FCF).
The market's -60.0% is more conservative than its 5-yr track record.
2-stage DCF · 0.00B shares (market data) · net debt -$94M
mean -310.7% · volatility σ 158% · implied rate exceeded in 0/2 yrs
Central path = implied -60.0%/yr growth; shaded band = ±1σ (158%) 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.
6/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
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.
No dividend to cover. Last year: $0 dividends + $29M buybacks = $29M returned on $40M 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 9 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 55%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 9 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~0.8% on $7M of debt. Interest last disclosed in FY2024 (no longer broken out).
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. Educational — not a recommendation.
Top 14 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
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
No material risks flagged.
Where each multiple sits in its own 6-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 6-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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 70.8 | 77.1 | 75.5 | 70.9 | 67.2 | 71.7 | 72.6 | 10.1 |
| Gross Profit | 29.2 | 22.9 | 24.5 | 29.1 | 32.8 | 28.3 | 27.4 | 4.2 |
| R&D | 10.4 | 13.4 | 15.0 | 12.5 | 13.0 | 14.6 | 11.5 | 1.1 |
| SG&A | 3.3 | 3.9 | 5.9 | 4.9 | 4.9 | 9.4 | 5.2 | 0.5 |
| Operating Income | -1.5 | -12.0 | -5.9 | -6.5 | 3.1 | -7.1 | -4.4 | 1.0 |
| Income Tax | — | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 |
| Net Income | -1.2 | -11.3 | -5.5 | -6.0 | 4.0 | -6.5 | -4.0 | 1.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SOGP: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.