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Institutional ownership roughly stable: -0.02% 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.
Top 4 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 633 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $33.13T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $405.3B | 46.3× | 32.2× | 6.0× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $399.8B | 46.8× | — | 8.7× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $298.4B | 44.8× | 21.3× | 3.4× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| ABBNY | $187.8B | 50.7× | 33.5× | 5.8× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $175.3B | 24.7× | 16.7× | 7.2× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $173.5B | 42.8× | — | 6.3× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| DE | $165.5B | 33.1× | — | 3.6× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| HON | $157.6B | 33.7× | 18.9× | 4.2× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| HTHIF | $153.6B | 0.7× | — | 0.0× | 3.9% | 25.2% | 2.6% | 16.6% | 7.4% | — | 2 |
| LMT | $132.3B | 26.9× | 17.0× | 1.8× | 5.6% | 10.2% | 6.7% | 74.6% | 18.4% | 2.4× | 2,807 |
| PH | $127.9B | 36.8× | 28.7× | 6.4× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| HWM | $117.0B | 78.5× | 51.2× | 14.2× | 11.1% | — | 18.3% | 28.2% | 18.4% | 1.2× | 1,399 |
| ADP | $109.5B | 27.1× | — | 5.3× | 7.1% | 46.0% | 19.8% | 65.9% | 40.1% | — | 2,179 |
| TT | $107.8B | 37.3× | 26.5× | 5.1× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $106.3B | 81.5× | 50.3× | 10.4× | 27.7% | 36.3% | 13.0% | 33.8% | 19.5% | 1.4× | 1,748 |
| GD | $103.9B | 24.9× | 18.1× | 2.0× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| PWR | $102.2B | 100.4× | 50.3× | 3.6× | 20.3% | 15.0% | 3.7% | 11.7% | 11.7% | 0.0× | 1,659 |
| JCI | $100.1B | 30.6× | — | 4.2× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| MMM | $96.6B | 30.4× | 18.4× | 3.9× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $95.1B | 33.2× | 15.3× | 6.8× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| EMR | $91.4B | 40.2× | — | 5.1× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $91.4B | 16.4× | 10.1× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| WM | $90.4B | 33.5× | 12.7× | 3.6× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| CMI | $89.7B | 31.7× | 16.9× | 2.7× | -1.3% | 25.3% | 8.8% | 23.9% | 23.9% | — | 1,877 |
| VSA | $9M | — | — | 59.4× | — | 22.1% | — | 11699% | 11699% | — | 4 |
Peers = companies sharing VSA's sector (Industrials) 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.
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).
Insufficient data. Current ROIC on all capital: 11699%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~46.7% on $1M 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.
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 | FY2025 | FY2024 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $149K 100.0% | — | $160.4M 100.0% | — | $1.38B 100.0% | $1.40B 100.0% | $1.24B 100.0% | $1.90B 100.0% | $2.05B 100.0% | $2.09B 100.0% |
| Cost of Revenue | $116K 77.9% | — | $102.4M 63.8% | — | $750.8M 54.6% | $728.4M 52.0% | $795.7M 64.4% | $1.07B 56.2% | $1.17B 57.2% | $918.5M 44.0% |
| Gross Profit | $33K 22.1% | — | $58.0M 36.2% | — | $624.4M 45.4% | $671.4M 48.0% | $440.6M 35.6% | $831.0M 43.8% | $877.5M 42.8% | $1.17B 56.0% |
| Research & Development | — | — | $2.6M 1.6% | — | $11.7M 0.8% | $20.2M 1.4% | $40.3M 3.3% | $100.5M 5.3% | $132.7M 6.5% | $167.3M 8.0% |
| Selling, General & Admin | $5.8M 3859.1% | — | $14.4M 9.0% | — | $11.6M 0.8% | $397.4M 28.4% | $359.5M 29.1% | $630.6M 33.2% | $723.3M 35.3% | $546.6M 26.2% |
| Operating Income | -$5.7M -3836.9% | — | -$14.4M -9.0% | — | -$11.6M -0.8% | -$26.4M -1.9% | -$396.6M -32.1% | -$806.4M -42.5% | -$1.10B -53.5% | -$594.6M -28.5% |
| Interest Expense | — | — | $467K 0.3% | — | $929K 0.1% | $2.8M 0.2% | $117K 0.0% | $5.0M 0.3% | $565K 0.0% | $19K 0.0% |
| Other Income (Expense), net | $1K 0.7% | — | $390K 0.2% | — | $723K 0.1% | $8.2M 0.6% | $1.5M 0.1% | $5.2M 0.3% | $246K 0.0% | -$33.6M -1.6% |
| Pretax Income | -$5.7M -3842.3% | — | -$13.9M -8.6% | — | -$11.5M -0.8% | -$16.6M -1.2% | -$392.8M -31.8% | -$806.2M -42.5% | -$1.08B -52.7% | -$597.1M -28.6% |
| Income Tax Expense | — | — | $4.3M 2.7% | — | -$8.0M -0.6% | -$14.5M -1.0% | $116.5M 9.4% | -$35.0M -1.8% | -$41.6M -2.0% | -$4.9M -0.2% |
| Net Income | $1.72B 1153604.0% | — | -$587.1M -366.0% | — | $10.4M 0.8% | $85.2M 6.1% | -$475.8M -38.5% | -$771.2M -40.6% | -$1.04B -50.6% | -$592.2M -28.4% |
| Per Share | ||||||||||
| EPS (Basic) | — | — | — | — | — | $1.11 | $-42.17 | $-70.54 | $-19.41 | $-10.74 |
| EPS (Diluted) | — | — | — | — | — | $1.05 | $-42.17 | $-70.54 | $-19.41 | $-10.74 |
| Weighted Avg Shares (Basic) | 193.8M | — | 50.0M | — | 53.9M | 54.7M | 56.3M | 54.3M | 53.4M | 54.9M |
| Weighted Avg Shares (Diluted) | 193.8M | — | 50.0M | — | 53.9M | 57.7M | 57.6M | 54.3M | 53.4M | 54.9M |
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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/4 of the 9 checks — 5 couldn't be scored (see above), so the score is out of the 4 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
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).
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 + $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.
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
Nothing notable to watch.
Where each multiple sits in its own 14-yr range
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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2024 | FY2025 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 56.2 | 64.4 | 52.0 | 54.6 | — | 63.8 | — | 77.9 |
| Gross Profit | 43.8 | 35.6 | 48.0 | 45.4 | — | 36.2 | — | 22.1 |
| R&D | 5.3 | 3.3 | 1.4 | 0.8 | — | 1.6 | — | — |
| SG&A | 33.2 | 29.1 | 28.4 | 0.8 | — | 9.0 | — | 3859.1 |
| Operating Income | -42.5 | -32.1 | -1.9 | -0.8 | — | -9.0 | — | -3836.9 |
| Income Tax | -1.8 | 9.4 | -1.0 | -0.6 | — | 2.7 | — | — |
| Net Income | -40.6 | -38.5 | 6.1 | 0.8 | — | -366.0 | — | 1153604.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on VSA: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.