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Held by 235 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.
Ranked against 496 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.93T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.21T | 297.7× | 127.6× | 12.7× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| PDD | $517.8B | 38.5× | 37.5× | 8.4× | -84.3% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $351.7B | 24.8× | 16.4× | 2.1× | 3.2% | 33.3% | 8.6% | 111% | 22.8% | 2.0× | 3,970 |
| TOYOF | $242.7B | — | — | — | — | — | — | — | — | — | 4 |
| TJX | $177.0B | 32.8× | — | 2.9× | 7.1% | 31.0% | 9.1% | 53.9% | 45.6% | — | 2,608 |
| LOW | $123.4B | 18.6× | 13.1× | 1.4× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| SBUX | $120.5B | 65.0× | 28.7× | 3.2× | 2.8% | — | 5.0% | -22.9% | 28.7% | 3.1× | 2,252 |
| MELI | $97.5B | 48.8× | — | 3.4× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $96.1B | 38.0× | 22.3× | 3.7× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $94.1B | 183.4× | 99.1× | 13.4× | -79.6% | — | 7.3% | 23.0% | 23.0% | 0.0× | 9 |
| ABNB | $93.5B | — | 33.9× | 7.6× | 10.3% | 83.0% | 20.5% | 30.6% | 30.6% | 0.0× | 1,246 |
| RCL | $88.7B | 21.0× | — | 5.0× | 8.8% | 49.4% | 23.8% | 42.5% | 12.3% | — | 1,114 |
| ROST | $81.6B | 38.3× | 24.3× | 3.6× | 7.7% | 27.7% | 9.4% | 34.7% | 29.8% | 0.3× | 1,276 |
| GM | $80.6B | 27.3× | 4.0× | 0.4× | -1.3% | — | 1.5% | 4.5% | 4.5% | — | 1,447 |
| ORLY | $78.7B | 31.5× | 21.3× | 4.4× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $74.8B | 53.0× | 25.7× | 6.2× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RACE | $71.5B | — | — | — | — | — | — | — | — | — | 690 |
| SE | $70.4B | 45.6× | 28.1× | 3.1× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| NKE | $63.0B | 20.2× | — | 1.4× | 0.2% | 42.9% | 6.7% | 20.9% | 14.9% | — | 1,848 |
| AZO | $51.4B | 21.1× | 14.2× | 2.7× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| EBAY | $49.9B | 25.6× | 18.1× | 4.5× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| VIK | $48.3B | — | — | — | — | — | — | — | — | — | 479 |
| CMG | $46.1B | 30.3× | 19.9× | 3.9× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| DHI | $44.6B | 13.1× | — | 1.3× | -6.9% | 23.7% | 10.5% | 14.8% | 14.8% | — | 1,092 |
| WWW | $1.6B | 17.1× | 12.2× | 0.8× | 6.8% | 47.3% | 5.1% | 23.5% | 10.0% | 3.1× | 235 |
Peers = companies sharing WWW's sector (Consumer Cyclical) 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 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 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).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 10%. 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.
$75M of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2026-01-03 (10-K).
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 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.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2024 | FY2023 | FY2022 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.87B 100.0% | $1.75B 100.0% | $2.24B 100.0% | $2.68B 100.0% | $2.41B 100.0% | $1.79B 100.0% | $2.27B 100.0% | $2.24B 100.0% | $2.35B 100.0% | $2.49B 100.0% |
| Cost of Revenue | $987.6M 52.7% | $977.0M 55.7% | $1.37B 61.0% | $1.61B 60.1% | $1.39B 57.4% | $1.06B 58.9% | $1.35B 59.4% | $1.32B 58.9% | $1.43B 60.7% | $1.53B 61.2% |
| Cost of Products | — | — | — | — | — | — | — | — | $1.43B 60.7% | $1.53B 61.2% |
| Gross Profit | $886.7M 47.3% | $778.0M 44.3% | $873.9M 39.0% | $1.07B 39.9% | $1.03B 42.6% | $735.6M 41.1% | $923.8M 40.6% | $921.3M 41.1% | $914.4M 38.9% | $959.9M 38.5% |
| Selling, General & Admin | $729.9M 38.9% | $690.0M 39.3% | $856.2M 38.2% | $906.4M 33.8% | $817.8M 33.9% | $639.4M 35.7% | $669.3M 29.4% | $654.1M 29.2% | $706.0M 30.0% | $754.1M 30.2% |
| Total Operating Expenses | $736.5M 39.3% | $680.5M 38.8% | $940.7M 41.9% | $1.28B 47.6% | — | — | — | — | — | — |
| Operating Income | $150.2M 8.0% | $97.5M 5.6% | -$66.8M -3.0% | -$208.4M -7.8% | $155.7M 6.4% | -$137.1M -7.7% | $171.0M 7.5% | $251.9M 11.2% | $31.6M 1.3% | $163.8M 6.6% |
| Other Income (Expense), net | -$28.7M -1.5% | -$39.4M -2.2% | -$66.0M -2.9% | -$44.5M -1.7% | -$75.4M -3.1% | -$47.0M -2.6% | -$25.1M -1.1% | -$24.5M -1.1% | -$42.2M -1.8% | -$53.3M -2.1% |
| Pretax Income | $121.5M 6.5% | $58.1M 3.3% | -$132.8M -5.9% | -$252.9M -9.4% | $80.3M 3.3% | -$184.1M -10.3% | $145.9M 6.4% | $227.4M 10.2% | -$10.6M -0.5% | $110.5M 4.4% |
| Income Tax Expense | $20.5M 1.1% | $9.3M 0.5% | -$94.7M -4.2% | -$63.8M -2.4% | $13.3M 0.6% | -$45.5M -2.5% | $17.0M 0.7% | $27.1M 1.2% | -$9.9M -0.4% | $23.0M 0.9% |
| Net Income | $95.8M 5.1% | $45.2M 2.6% | -$38.5M -1.7% | -$188.3M -7.0% | $68.6M 2.8% | -$136.9M -7.6% | $128.5M 5.7% | $200.1M 8.9% | $300K 0.0% | $87.7M 3.5% |
| Per Share | ||||||||||
| EPS (Basic) | $1.14 | $0.55 | $-0.49 | $-2.37 | $0.82 | $-1.70 | $1.48 | $2.07 | $0.00 | $0.90 |
| EPS (Diluted) | $1.14 | $0.55 | $-0.49 | $-2.37 | $0.81 | $-1.70 | $1.44 | $2.05 | $0.00 | $0.89 |
| Weighted Avg Shares (Basic) | — | — | 79.4M | 79.7M | 82.3M | 81.0M | 85.1M | 93.0M | 93.7M | 95.3M |
| Weighted Avg Shares (Diluted) | 81.7M | 80.0M | 79.4M | 79.7M | 83.3M | 81.0M | 87.2M | 95.0M | 95.4M | 96.2M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $19.50 today, the market must believe free cash flow compounds 5.0%/yr for a decade (off $131M normalized FCF).
The market's 5.0% is more optimistic than its 9-yr track record.
2-stage DCF · 0.08B shares · net debt $547M
mean -42.3% · volatility σ 166% · implied rate exceeded in 3/8 yrs
Central path = implied 5.0%/yr growth; shaded band = ±1σ (166%) 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.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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 27% of free cash flow, leaving room to grow it and fund buybacks. Last year: $33M dividends + $15M buybacks = $48M returned on $126M FCF.
1 consecutive years of dividend increases · 6%/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.
EOD close · as of 2026-08-05
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
High operating leverage: profit moved 8.0× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 58.9 | 59.4 | 58.9 | 57.4 | 60.1 | 61.0 | 55.7 | 52.7 |
| Gross Profit | 41.1 | 40.6 | 41.1 | 42.6 | 39.9 | 39.0 | 44.3 | 47.3 |
| SG&A | 29.2 | 29.4 | 35.7 | 33.9 | 33.8 | 38.2 | 39.3 | 38.9 |
| Operating Income | 11.2 | 7.5 | -7.7 | 6.4 | -7.8 | -3.0 | 5.6 | 8.0 |
| Income Tax | 1.2 | 0.7 | -2.5 | 0.6 | -2.4 | -4.2 | 0.5 | 1.1 |
| Net Income | 8.9 | 5.7 | -7.6 | 2.8 | -7.0 | -1.7 | 2.6 | 5.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WWW: 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.