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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.
Top 2 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
8/8 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.
Cash conversion lags reported earnings — watch accruals. 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 + $27M buybacks = $27M returned on $129M 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 reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. Current ROIC on all capital: 41%. 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.
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 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.
No current price collected.
Nothing notable to watch.
Is the profit real, and how strong is the balance sheet?
FY2022 · 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 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 2.6 | 4.0 | 5.5 | 5.1 | 4.6 | 5.7 | 3.9 | 4.5 |
| Operating Income | 15.5 | -189.2 | — | — | — | — | — | — |
| Income Tax | 5.5 | -73.4 | -11.8 | -7.8 | -1.7 | -19.6 | 0.0 | 0.1 |
| Net Income | 8.7 | -121.4 | -22.5 | 15.9 | -5.4 | -82.1 | 9.5 | 27.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UNTCW: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
How a revenue dollar becomes profit — FY2022
Each value shows its share of revenue below it (common-size).
| Line Item | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 | FY2014 | FY2013 | FY2012 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $545.5M 100.0% | $638.7M 100.0% | $674.6M 100.0% | $843.3M 100.0% | $739.6M 100.0% | $602.2M 100.0% | $854.2M 100.0% | $1.57B 100.0% | $1.35B 100.0% | $1.32B 100.0% |
| Selling, General & Admin | $24.6M 4.5% | $24.9M 3.9% | $38.2M 5.7% | $38.7M 4.6% | $38.1M 5.1% | $33.3M 5.5% | $34.4M 4.0% | $41.0M 2.6% | $38.3M 2.8% | $33.1M 2.5% |
| Total Operating Expenses | $301.5M 55.3% | $450.6M 70.5% | $1.29B 190.6% | $822.4M 97.5% | $618.1M 83.6% | $715.9M 118.9% | $2.47B 289.3% | $1.33B 84.6% | $1.03B 76.0% | $1.26B 95.8% |
| Operating Income | — | — | — | — | — | — | -$1.62B -189.2% | $243.3M 15.5% | $346.3M 25.6% | $87.7M 6.7% |
| Interest Expense | $447K 0.1% | $4.3M 0.7% | — | — | — | — | — | — | — | — |
| Interest & Investment Income | $2.6M 0.5% | $2K 0.0% | — | — | — | — | — | — | — | — |
| Other Income (Expense), net | -$101.1M -18.5% | -$125.7M -19.7% | -$33.0M -4.9% | -$36.7M -4.3% | -$23.6M -3.2% | -$62.3M -10.4% | -$5.6M -0.7% | $12.7M 0.8% | -$23.6M -1.7% | -$15.5M -1.2% |
| Pretax Income | $142.9M 26.2% | $48.4M 7.6% | -$686.2M -101.7% | -$53.8M -6.4% | $60.2M 8.1% | -$206.8M -34.3% | -$1.66B -194.8% | $222.9M 14.2% | $301.5M 22.3% | $39.4M 3.0% |
| Income Tax Expense | $333K 0.1% | $173K 0.0% | -$132.3M -19.6% | -$14.0M -1.7% | -$57.7M -7.8% | -$71.2M -11.8% | -$626.9M -73.4% | $86.7M 5.5% | $116.7M 8.6% | $16.2M 1.2% |
| Net Income | $148.4M 27.2% | $60.6M 9.5% | -$553.9M -82.1% | -$45.3M -5.4% | $117.8M 15.9% | -$135.6M -22.5% | -$1.04B -121.4% | $136.3M 8.7% | $184.7M 13.7% | $23.2M 1.8% |
| Per Share | ||||||||||
| EPS (Basic) | $15.03 | $5.32 | $-10.48 | $-0.87 | $2.31 | $-2.71 | $-21.12 | $2.80 | $3.83 | $0.48 |
| EPS (Diluted) | $14.78 | $5.26 | $-10.48 | $-0.87 | $2.28 | $-2.71 | $-21.12 | $2.78 | $3.80 | $0.48 |
| Weighted Avg Shares (Basic) | 9.9M | 11.4M | 52.8M | 52.0M | 51.1M | 50.0M | 49.1M | 48.6M | 48.2M | 47.9M |
| Weighted Avg Shares (Diluted) | 10.0M | 11.5M | 52.8M | 52.0M | 51.7M | 50.0M | 49.1M | 49.1M | 48.6M | 48.2M |
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.
Ranked against 243 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EC | $673.9B | — | — | — | — | — | — | — | — | — | 154 |
| XOM | $633.7B | 22.6× | — | 1.9× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| CVX | $344.7B | 28.1× | — | 1.8× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| RYDAF | $253.5B | — | — | — | — | — | — | — | — | — | 5 |
| TTE | $187.0B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $144.0B | 18.1× | — | 2.4× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| STOHF | $99.4B | — | — | — | — | — | — | — | — | — | 3 |
| VLO | $93.4B | 40.0× | 17.9× | 0.8× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| CNQ | $93.2B | — | — | — | — | — | — | — | — | — | 709 |
| MPC | $90.8B | 22.5× | 7.8× | 0.7× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EIPAF | $84.0B | — | — | — | — | — | — | — | — | — | 2 |
| PSX | $82.2B | 18.8× | — | 0.6× | -7.5% | 12.3% | 3.3% | 15.1% | 8.9% | — | 2,041 |
| SU | $75.0B | — | — | — | — | — | — | — | — | — | 724 |
| SLB | $74.6B | 21.2× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| EOG | $72.9B | 14.7× | 7.1× | 3.2× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| BKR | $61.2B | — | — | 2.2× | -0.3% | — | 9.3% | 13.7% | 10.1% | — | 1,095 |
| IMO | $60.7B | 19.3× | — | 1.3× | -8.6% | — | 6.9% | 14.7% | 12.7% | — | 394 |
| LNG | $56.0B | 10.6× | 7.4× | 2.8× | 27.2% | — | 34.0% | 85.8% | 22.1% | 2.2× | 1,303 |
| TRGP | $55.8B | 30.6× | 15.1× | 3.3× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| OKE | $54.9B | 16.1× | 11.9× | 1.6× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| FANG | $53.0B | 32.5× | 10.7× | 3.5× | 35.8% | — | 10.3% | 4.2% | 3.0% | 2.3× | 1,141 |
| CVE | $52.2B | — | — | — | — | — | — | — | — | — | 437 |
| WOPEF | $42.7B | — | — | — | — | — | — | — | — | — | 3 |
| CCJ | $41.1B | — | — | — | — | — | — | — | — | — | 970 |
| UNTCW | — | — | — | — | -14.6% | — | 27.2% | 40.9% | 40.9% | — | 2 |
Peers = companies sharing UNTCW's sector (Energy) 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.