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Held by 2,691 of 5,944 reporting institutions (100th percentile) — extremely crowded.
Data as of Q1 2026
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Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/6 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 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.
Free-cash-flow coverage unavailable. Last year: $5.4B dividends + $17.5B buybacks = $22.9B returned.
4 consecutive years of dividend increases · 2%/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: 6%. 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.
$23.5B of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
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.” Effective rate ~11.0% on $297.1B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
Mostly long-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.
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 | — | — | — | — | — | — | $85.06B 100.0% | $86.41B 100.0% | $88.39B 100.0% | $88.27B 100.0% |
| Interest Expense | — | — | $32.74B | $9.07B | $3.92B | $7.96B | $18.85B 22.2% | $14.65B 17.0% | $9.35B 10.6% | $5.91B 6.7% |
| Interest & Investment Income | $1.10B | $1.14B | $1.07B | $3.31B | $334.0M | $954.0M | $5.13B 6.0% | — | — | — |
| Pretax Income | $25.20B | $23.36B | $21.64B | $15.63B | $29.56B | $2.50B | $25.97B 30.5% | $28.54B 33.0% | $27.38B 31.0% | $32.12B 36.4% |
| Income Tax Expense | $3.84B | $3.40B | $2.61B | $2.25B | $5.76B | -$1.16B | $5.76B 6.8% | $5.66B 6.6% | $4.92B 5.6% | $10.07B 11.4% |
| Net Income | $21.34B | $19.72B | $19.14B | $13.68B | $22.11B | $3.38B | $19.71B 23.2% | $22.39B 25.9% | $22.18B 25.1% | $21.94B 24.9% |
| Per Share | ||||||||||
| EPS (Basic) | $6.34 | $5.43 | $4.88 | $3.30 | $5.13 | $0.43 | $4.12 | $4.31 | $4.14 | $4.03 |
| EPS (Diluted) | $6.26 | $5.37 | $4.83 | $3.27 | $5.08 | $0.43 | $4.09 | $4.28 | $4.10 | $3.99 |
| Weighted Avg Shares (Basic) | 3.20B | 3.43B | 3.69B | 3.81B | 4.06B | 4.12B | 4.39B | 4.80B | 4.96B | 5.05B |
| Weighted Avg Shares (Diluted) | 3.24B | 3.47B | 3.72B | 3.84B | 4.10B | 4.13B | 4.43B | 4.84B | 5.02B | 5.11B |
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.
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
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.
No current price collected.
No standout strengths flagged.
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 | 6.6 | 6.8 | — | — | — | — | — | — |
| Net Income | 25.9 | 23.2 | — | — | — | — | — | — |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WFC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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.