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Held by 367 of 5,944 reporting institutions (95th percentile) — extremely crowded.
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $569.12 today, the market must believe free cash flow compounds 22.6%/yr for a decade (off $578M normalized FCF).
The market's 22.6% is more optimistic than its 9-yr track record.
2-stage DCF · 0.06B shares · net debt $100M
mean 13.0% · volatility σ 108% · implied rate exceeded in 3/8 yrs
Central path = implied 22.6%/yr growth; shaded band = ±1σ (108%) 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.
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 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 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 |
| UI | $34.4B | 48.4× | 40.2× | 13.4× | 33.4% | 43.4% | 27.7% | 107% | 77.6% | 0.3× | 367 |
Peers = companies sharing UI'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.
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
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.
Cash conversion lags reported earnings — watch accruals. 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 23% of free cash flow, leaving room to grow it and fund buybacks. Last year: $145M dividends + $0 buybacks = $145M returned on $627M 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 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 78%. 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 $150M is below the $250M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-06-30 (10-K).
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 of $150M is below short-term debt of $250M — relies on refinancing/operations.
Mostly short-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.
EOD close · as of 2026-08-05
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 88th 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
High operating leverage: profit moved 2.0× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 56.4 | 53.7 | 52.7 | 51.9 | 60.4 | 60.8 | 61.6 | 56.6 |
| Gross Profit | 43.6 | 46.3 | 47.3 | 48.1 | 39.6 | 39.2 | 38.4 | 43.4 |
| R&D | 7.3 | 7.1 | 7.0 | 6.1 | 8.1 | 7.5 | 8.3 | 6.6 |
| SG&A | 4.2 | 3.7 | 3.2 | 2.8 | 4.1 | 3.7 | 4.2 | 4.3 |
| Operating Income | 32.1 | 33.9 | 37.2 | 39.1 | 27.3 | 28.1 | 25.9 | 32.5 |
| Income Tax | 11.6 | 5.1 | 5.4 | 5.9 | 3.9 | 4.1 | 3.8 | 3.6 |
| Net Income | 19.3 | 27.8 | 29.6 | 32.5 | 22.4 | 21.0 | 18.1 | 27.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.57B 100.0% | $1.93B 100.0% | $1.94B 100.0% | $1.69B 100.0% | $1.90B 100.0% | $1.28B 100.0% | $1.16B 100.0% | $1.02B 100.0% | $865.3M 100.0% | $666.4M 100.0% |
| Cost of Revenue | $1.46B 56.6% | $1.19B 61.6% | $1.18B 60.8% | $1.02B 60.4% | $985.8M 51.9% | $676.3M 52.7% | $624.1M 53.7% | $573.3M 56.4% | $469.6M 54.3% | $341.6M 51.3% |
| Gross Profit | $1.12B 43.4% | $739.8M 38.4% | $760.7M 39.2% | $669.8M 39.6% | $912.3M 48.1% | $608.2M 47.3% | $537.6M 46.3% | $443.6M 43.6% | $395.7M 45.7% | $324.8M 48.7% |
| Research & Development | $169.7M 6.6% | $159.8M 8.3% | $145.2M 7.5% | $137.7M 8.1% | $116.2M 6.1% | $89.4M 7.0% | $82.1M 7.1% | $74.3M 7.3% | $69.1M 8.0% | $57.8M 8.7% |
| Selling, General & Admin | $111.5M 4.3% | $81.0M 4.2% | $71.0M 3.7% | $69.9M 4.1% | $53.5M 2.8% | $40.6M 3.2% | $43.2M 3.7% | $43.1M 4.2% | $36.9M 4.3% | $33.3M 5.0% |
| Total Operating Expenses | $281.2M 10.9% | $240.8M 12.5% | $216.2M 11.1% | $207.5M 12.3% | $169.7M 8.9% | $130.0M 10.1% | $143.3M 12.3% | $117.4M 11.5% | $105.9M 12.2% | $82.7M 12.4% |
| Operating Income | $836.3M 32.5% | $499.0M 25.9% | $544.6M 28.1% | $462.3M 27.3% | $742.6M 39.1% | $478.2M 37.2% | $394.3M 33.9% | $326.1M 32.1% | $289.8M 33.5% | $242.1M 36.3% |
| Interest & Investment Income | — | — | — | — | — | $1.0M 0.1% | $2.7M 0.2% | — | — | — |
| Other Income (Expense), net | -$30.6M -1.2% | -$75.2M -3.9% | -$58.2M -3.0% | -$17.8M -1.1% | -$14.9M -0.8% | -$28.0M -2.2% | -$12.8M -1.1% | -$12.0M -1.2% | -$4.7M -0.5% | -$2.1M -0.3% |
| Pretax Income | $805.7M 31.3% | $423.8M 22.0% | $486.3M 25.1% | $444.4M 26.3% | $727.7M 38.3% | $450.2M 35.0% | $381.5M 32.8% | $314.1M 30.9% | $285.0M 32.9% | $239.9M 36.0% |
| Income Tax Expense | $93.7M 3.6% | $73.9M 3.8% | $78.7M 4.1% | $65.8M 3.9% | $111.1M 5.9% | $69.9M 5.4% | $58.8M 5.1% | $117.9M 11.6% | $27.5M 3.2% | $26.3M 4.0% |
| Net Income | $711.9M 27.7% | $350.0M 18.1% | $407.6M 21.0% | $378.7M 22.4% | $616.6M 32.5% | $380.3M 29.6% | $322.7M 27.8% | $196.3M 19.3% | $257.5M 29.8% | $213.6M 32.1% |
| Per Share | ||||||||||
| EPS (Basic) | $11.77 | $5.79 | $6.75 | $6.14 | $9.79 | $5.81 | $4.52 | $2.54 | $3.16 | $2.53 |
| EPS (Diluted) | $11.76 | $5.79 | $6.74 | $6.13 | $9.78 | $5.80 | $4.51 | $2.51 | $3.09 | $2.49 |
| Weighted Avg Shares (Basic) | 60.5M | 60.5M | 60.4M | 61.7M | 63.0M | 65.4M | 71.4M | 77.2M | 81.5M | 84.4M |
| Weighted Avg Shares (Diluted) | 60.5M | 60.5M | 60.5M | 61.7M | 63.1M | 65.5M | 71.6M | 78.3M | 83.3M | 85.8M |
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.