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Held by 236 of 5,944 reporting institutions (93th 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.
7/8 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 · book equity (no price)
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; 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 36% of free cash flow, leaving room to grow it and fund buybacks. Last year: $74M dividends + $100M buybacks = $174M returned on $209M 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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 15%. 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.
Cash of $76M covers the $5M due within a year 15.1× over. Scheduled principal only (excludes interest & revolver draws). As of 2023-04-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~6.5% on $671M of debt.
Cash of $76M fully covers short-term debt of $13M.
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.
No current price collected.
Nothing notable to watch.
Is the profit real, and how strong is the balance sheet?
FY2026 · 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 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 30.8 | 32.3 | 32.2 | 33.6 | 34.3 | 31.0 | 25.7 | 25.7 |
| Gross Profit | 69.2 | 67.7 | 67.8 | — | — | — | — | — |
| SG&A | 53.5 | 54.5 | 52.7 | 51.8 | 51.4 | 54.1 | 56.5 | 53.4 |
| Operating Income | 12.4 | -3.0 | 9.6 | 10.5 | 2.8 | 2.8 | 13.2 | 16.5 |
| Income Tax | 2.5 | 0.6 | 1.4 | 2.9 | 0.8 | 0.7 | 3.5 | -0.4 |
| Net Income | 9.3 | -4.1 | 7.6 | 7.1 | 0.9 | -10.7 | 5.0 | 13.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WLY: 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 — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.68B 100.0% | $1.68B 100.0% | $1.87B 100.0% | $2.02B 100.0% | $2.08B 100.0% | $1.94B 100.0% | $1.83B 100.0% | $1.80B 100.0% | $1.80B 100.0% | $1.72B 100.0% |
| Cost of Revenue | $431.5M 25.7% | $431.4M 25.7% | $579.7M 31.0% | $692.5M 34.3% | $700.7M 33.6% | $625.3M 32.2% | $591.0M 32.3% | $554.7M 30.8% | $531.0M 29.6% | $500.8M 29.1% |
| Cost of Products | — | — | — | — | — | — | — | — | $485.2M 27.0% | $460.8M 26.8% |
| Gross Profit | — | — | — | — | — | $1.32B 67.8% | $1.24B 67.7% | $1.25B 69.2% | $1.27B 70.4% | $1.26B 73.2% |
| Selling, General & Admin | $895.9M 53.4% | $947.4M 56.5% | $1.01B 54.1% | $1.04B 51.4% | $1.08B 51.8% | $1.02B 52.7% | $997.4M 54.5% | $963.6M 53.5% | $953.2M 53.1% | $943.2M 54.9% |
| Total Operating Expenses | $1.40B 83.5% | $1.46B 86.8% | $1.82B 97.2% | $1.96B 97.2% | $1.86B 89.5% | $1.76B 90.4% | $1.89B 103.0% | $1.58B 87.6% | $994.6M 55.4% | $988.6M 57.5% |
| Operating Income | $276.9M 16.5% | $221.4M 13.2% | $52.3M 2.8% | $55.9M 2.8% | $219.3M 10.5% | $185.5M 9.6% | -$54.3M -3.0% | $224.0M 12.4% | $231.5M 12.9% | $211.5M 12.3% |
| Interest Expense | $43.8M 2.6% | $52.5M 3.1% | $49.0M 2.6% | $37.7M 1.9% | $19.8M 1.0% | $18.4M 0.9% | $25.0M 1.4% | $16.1M 0.9% | $13.3M 0.7% | $16.9M 1.0% |
| Other Income (Expense), net | -$6.5M -0.4% | $5.5M 0.3% | -$4.0M -0.2% | $3.9M 0.2% | $9.7M 0.5% | $16.8M 0.9% | $13.4M 0.7% | — | — | — |
| Pretax Income | $215.1M 12.8% | $142.9M 8.5% | -$187.0M -10.0% | $33.1M 1.6% | $209.7M 10.1% | $175.9M 9.1% | -$63.1M -3.4% | $213.0M 11.8% | $213.9M 11.9% | $191.1M 11.1% |
| Income Tax Expense | -$6.5M -0.4% | $58.7M 3.5% | $13.3M 0.7% | $15.9M 0.8% | $61.4M 2.9% | $27.7M 1.4% | $11.2M 0.6% | $44.7M 2.5% | $21.7M 1.2% | $77.5M 4.5% |
| Net Income | $221.6M 13.2% | $84.2M 5.0% | -$200.3M -10.7% | $17.2M 0.9% | $148.3M 7.1% | $148.3M 7.6% | -$74.3M -4.1% | $168.3M 9.3% | $192.2M 10.7% | $113.6M 6.6% |
| Per Share | ||||||||||
| EPS (Basic) | $4.22 | $1.56 | $-3.65 | $0.31 | $2.66 | $2.65 | $-1.32 | $2.94 | $3.37 | $1.98 |
| EPS (Diluted) | $4.16 | $1.53 | $-3.65 | $0.31 | $2.62 | $2.63 | $-1.32 | $2.91 | $3.32 | $1.95 |
| Weighted Avg Shares (Basic) | 52.5M | 54.1M | 54.9M | 55.6M | 55.8M | 55.9M | 56.2M | 57.2M | 57.0M | 57.3M |
| Weighted Avg Shares (Diluted) | 53.2M | 54.8M | 54.9M | 56.4M | 56.6M | 56.5M | 56.2M | 57.8M | 57.9M | 58.2M |
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.
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 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.