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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.
Ranked against 878 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BSAC | $6.64T | — | — | — | — | — | — | — | — | — | 141 |
| V | $688.1B | — | — | 17.2× | 11.3% | — | 50.1% | 52.9% | 34.9% | — | 4,229 |
| MA | $516.3B | 34.5× | — | 15.7× | 16.4% | — | 45.6% | 193% | 57.6% | — | 3,430 |
| HBCYF | $346.1B | — | — | — | — | — | — | — | — | — | 2 |
| AXP | $239.4B | 22.7× | — | 5.8× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| MBFJF | $239.1B | 0.1× | 0.1× | 0.0× | 9.5% | — | 14.6% | 8.8% | 8.8% | — | 1 |
| USOI | $195.8B | — | — | 9.8× | 30.7% | — | -20.3% | -10.7% | -1.9% | — | 13 |
| HDB | $182.5B | 22.9× | — | 7.1× | -98.6% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $179.0B | — | — | — | — | — | — | — | — | — | 660 |
| USML | $178.1B | — | — | — | — | — | — | — | — | — | 2 |
| BLK | $175.8B | 32.1× | — | 7.3× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| SMFNF | $158.8B | — | — | — | — | — | — | — | — | — | 1 |
| CB | $137.9B | 13.7× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $131.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| MZHOF | $129.2B | 0.1× | — | 0.0× | 7.6% | — | 13.2% | 10.7% | 3.7% | — | 2 |
| PGR | $124.7B | 11.1× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 30.4% | — | 1,685 |
| SPGI | $122.5B | 28.0× | 17.5× | 8.0× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| VXZ | $116.9B | — | — | — | — | — | — | — | — | — | 12 |
| BNS | $109.5B | — | — | — | — | — | — | — | — | — | 488 |
| BX | $101.8B | 35.1× | — | 7.0× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $101.1B | 15.4× | — | 4.4× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| BCLYF | $97.9B | — | — | — | — | — | — | — | — | — | 5 |
| CME | $95.2B | 23.7× | — | 14.6× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| MRSH | $92.9B | 22.7× | 16.5× | 3.4× | 10.3% | — | 15.4% | 27.2% | 12.4% | 2.8× | 1,471 |
| ICE | $85.0B | 26.0× | 20.2× | 6.7× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| WDH | $3.6B | 50.0× | 64.5× | 6.3× | -79.5% | — | 100% | 77.2% | 76.5% | 0.1× | 34 |
Peers = companies sharing WDH's sector (Financial Services) 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.
Top 35 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 management deployed cash over 7 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: 77%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 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 of $69M fully covers short-term debt of $7M.
Mostly short-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $1.00 today, the market must believe free cash flow compounds 5.1%/yr for a decade (off $214M normalized FCF).
The market's 5.1% is more optimistic than its 3-yr track record.
2-stage DCF · 3.61B shares · net debt -$62M
mean -59.4% · volatility σ 23% · implied rate exceeded in 0/3 yrs
Central path = implied 5.1%/yr growth; shaded band = ±1σ (23%) 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.
6/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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 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 61% of free cash flow, leaving room to grow it and fund buybacks. Last year: $19M dividends + $0 buybacks = $19M returned on $31M 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.
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 |
|---|---|---|---|---|---|---|---|
| Revenue | $568.8M 100.0% | $2.77B 100.0% | $2.63B 100.0% | $2.80B 100.0% | $3.21B 100.0% | $3.03B 100.0% | $1.51B 100.0% |
| Research & Development | $33.3M 5.8% | $216.5M 7.8% | $299.1M 11.4% | $291.3M 10.4% | $379.0M 11.8% | $244.2M 8.1% | $214.6M 14.2% |
| Selling, General & Admin | $44.3M 7.8% | $367.7M 13.3% | $402.4M 15.3% | $388.7M 13.9% | $530.5M 16.5% | $407.2M 13.4% | $143.0M 9.5% |
| Total Operating Expenses | $515.8M 90.7% | $2.59B 93.6% | $2.64B 100.3% | $2.32B 82.9% | $5.07B 158.1% | $3.52B 116.4% | $1.71B 112.9% |
| Operating Income | $53.0M 9.3% | $178.2M 6.4% | -$6.7M -0.3% | $478.0M 17.1% | -$1.86B -58.1% | -$496.2M -16.4% | -$194.5M -12.9% |
| Interest & Investment Income | $19.4M 3.4% | $149.1M 5.4% | $136.0M 5.2% | $81.7M 2.9% | $48.7M 1.5% | $26.5M 0.9% | $10.5M 0.7% |
| Other Income (Expense), net | $5.2M 0.9% | $25.3M 0.9% | $30.6M 1.2% | $66.9M 2.4% | $9.8M 0.3% | $8.1M 0.3% | $817K 0.1% |
| Pretax Income | $77.7M 13.7% | $360.6M 13.0% | $164.2M 6.2% | $630.7M 22.5% | -$1.80B -56.0% | -$613.7M -20.3% | -$179.0M -11.8% |
| Income Tax Expense | -$3.1M -0.5% | $9.7M 0.4% | $555K 0.0% | $23.0M 0.8% | -$221.0M -6.9% | $50.2M 1.7% | $142.5M 9.4% |
| Net Income | $568.9M 100.0% | $367.5M 13.3% | $167.2M 6.4% | $607.7M 21.7% | -$1.57B -49.1% | -$663.9M -21.9% | -$321.5M -21.3% |
| Per Share | |||||||
| EPS (Basic) | $0.02 | $0.10 | $0.04 | $0.15 | $-0.58 | $-0.94 | — |
| EPS (Diluted) | $0.02 | $0.10 | $0.04 | $0.15 | $-0.58 | $-0.94 | — |
| Weighted Avg Shares (Basic) | 3.62B | 3.65B | 3.77B | 3.92B | 2.99B | 1.17B | — |
| Weighted Avg Shares (Diluted) | 3.71B | 3.72B | 3.88B | 4.02B | 2.99B | 1.17B | — |
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.
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 5-yr range · 71th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| R&D | 14.2 | 8.1 | 11.8 | 10.4 | 11.4 | 7.8 | 5.8 |
| SG&A | 9.5 | 13.4 | 16.5 | 13.9 | 15.3 | 13.3 | 7.8 |
| Operating Income | -12.9 | -16.4 | -58.1 | 17.1 | -0.3 | 6.4 | 9.3 |
| Income Tax | 9.4 | 1.7 | -6.9 | 0.8 | 0.0 | 0.4 | -0.5 |
| Net Income | -21.3 | -21.9 | -49.1 | 21.7 | 6.4 | 13.3 | 100.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WDH: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.