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Insufficient data to determine institutional momentum.
Data as of Q1 2026
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No trend data available for this metric.
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 29 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
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81 · book equity (no price)
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; 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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on $17M 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 5 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 15%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 5 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 $12M is below the $38M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~7.3% on $14M of debt. Interest last disclosed in FY2022 (no longer broken out).
Cash of $12M is below short-term debt of $1.4B — relies on refinancing/operations.
Mostly short-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 — FY2024
Each value shows its share of revenue below it (common-size).
| Line Item | FY2024 | FY2023 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $872.7M 100.0% | — | — | — | — |
| Gross Profit | $188.8M 21.6% | $39.9M | — | $43.7M | — |
| Research & Development | $300K 0.0% | $900K | — | $1.1M | — |
| Selling, General & Admin | — | — | — | $2.6M | $2.4M |
| Operating Income | -$105.4M -12.1% | $1.1M | — | -$1.9M | -$2.7M |
| Interest Expense | — | — | — | $1.1M | — |
| Interest & Investment Income | — | — | — | $1.2M | $18K |
| Other Income (Expense), net | $515K 0.1% | $929K | — | $804K | — |
| Pretax Income | -$205.1M -23.5% | -$5.0M | — | -$5.4M | — |
| Income Tax Expense | $10.0M 1.1% | $606K | — | $2.6M | — |
| Net Income | -$215.2M -24.7% | -$11.0M | -$13.1M | -$7.9M | -$1.7M |
| Per Share | |||||
| EPS (Basic) | $0.41 | $0.49 | — | $-0.36 | — |
| EPS (Diluted) | $0.41 | $0.49 | — | $-0.36 | — |
| Weighted Avg Shares (Basic) | 30.2M | 22.5M | — | 21.8M | — |
| Weighted Avg Shares (Diluted) | 30.2M | 22.5M | — | 21.8M | — |
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.
No current price collected.
No standout strengths flagged.
Nothing notable to watch.
Is the profit real, and how strong is the balance sheet?
FY2024 · 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 | FY2021 | FY2022 | FY2023 | FY2023 | FY2024 |
|---|---|---|---|---|---|
| Gross Profit | — | — | — | — | 21.6 |
| R&D | — | — | — | — | 0.0 |
| Operating Income | — | — | — | — | -12.1 |
| Income Tax | — | — | — | — | 1.1 |
| Net Income | — | — | — | — | -24.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on XBP: 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.