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Held by 241 of 5,944 reporting institutions (93th 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.
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
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 | $29.6M 100.0% | $27.5M 100.0% | $26.1M 100.0% | $25.9M 100.0% | $24.7M 100.0% | $23.7M 100.0% | $24.9M 100.0% | $25.9M 100.0% | — | — |
| Interest Expense | — | — | $352.7M 1354.0% | $71.8M 276.7% | $86.5M 350.4% | $151.8M 640.6% | $190.4M 765.2% | $134.9M 520.9% | $117.0M | $116.5M |
| Pretax Income | $289.6M 976.9% | $256.1M 930.9% | $325.1M 1247.9% | $300.0M 1156.6% | $233.1M 944.4% | $219.2M 925.2% | $262.8M 1056.1% | $257.2M 993.1% | $256.2M | $248.1M |
| Income Tax Expense | $63.6M 214.4% | $56.0M 203.6% | $67.7M 259.7% | $63.7M 245.6% | $49.5M 200.6% | $45.7M 193.1% | $52.5M 211.1% | $53.4M 206.1% | $82.7M | $84.1M |
| Net Income | $226.1M 762.5% | $200.0M 727.2% | $257.4M 988.2% | $236.3M 911.0% | $183.6M 743.8% | $173.4M 732.1% | $210.3M 845.0% | $203.8M 786.9% | $173.5M | $164.0M |
| Per Share | ||||||||||
| EPS (Basic) | $2.64 | $2.50 | $3.72 | $3.40 | $2.39 | $2.26 | $2.61 | $2.40 | $1.95 | $1.79 |
| EPS (Diluted) | $2.63 | $2.50 | $3.72 | $3.39 | $2.39 | $2.26 | $2.61 | $2.40 | $1.94 | $1.78 |
| Weighted Avg Shares (Basic) | 80.2M | 74.2M | 65.2M | 65.3M | 72.5M | 76.7M | 80.5M | 85.0M | 88.9M | 91.4M |
| Weighted Avg Shares (Diluted) | 80.3M | 74.3M | 65.3M | 65.4M | 72.6M | 76.7M | 80.5M | 85.1M | 89.2M | 91.9M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 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.
The dividend is comfortably covered — only 41% of free cash flow, leaving room to grow it and fund buybacks. Last year: $85M dividends + $102M buybacks = $187M returned on $208M FCF.
1 consecutive years of dividend increases · 8%/yr.
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).
Insufficient data. Current ROIC on all capital: 7%. 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).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Interest last disclosed in FY2023 (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.
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.
No current price collected.
No material risks flagged.
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
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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Income Tax | 206.1 | 211.1 | 193.1 | 200.6 | 245.6 | 259.7 | 203.6 | 214.4 |
| Net Income | 786.9 | 845.0 | 732.1 | 743.8 | 911.0 | 988.2 | 727.2 | 762.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WAFD: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.