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Held by 220 of 5,944 reporting institutions (92th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $11.55 today, the market must believe free cash flow compounds -1.9%/yr for a decade (off $559M normalized FCF).
2-stage DCF · 0.09B shares · net debt $4.5B
mean 27.0% · volatility σ 221% · implied rate exceeded in 3/6 yrs
Central path = implied -1.9%/yr growth; shaded band = ±1σ (221%) 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.
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.
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.
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
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 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.19B 100.0% | $1.23B 100.0% | $1.08B 100.0% | $969.0M 100.0% | $722.0M 100.0% | $917.0M 100.0% | $855.0M 100.0% | $771.0M 100.0% | $807.0M 100.0% | $772.0M 100.0% |
| Total Operating Expenses | $1.38B 116.4% | $1.70B 138.4% | $1.11B 102.6% | $961.0M 99.2% | $653.0M 90.4% | $662.0M 72.2% | $622.0M 72.7% | $481.0M 62.4% | $495.0M 61.3% | $470.0M 60.9% |
| Operating Income | -$186.0M -15.7% | -$459.0M -37.3% | -$28.0M -2.6% | $44.0M 4.5% | $64.0M 8.9% | $253.0M 27.6% | $233.0M 27.3% | $443.0M 57.5% | $312.0M 38.7% | $302.0M 39.1% |
| Interest Expense | — | — | — | — | — | $620.0M 67.6% | $702.0M 82.1% | $248.0M 32.2% | $199.0M 24.7% | $152.0M 19.7% |
| Other Income (Expense), net | -$291.0M -24.5% | $5.0M 0.4% | -$251.0M -23.3% | $1.09B 112.1% | $239.0M 33.1% | -$510.0M -55.6% | -$663.0M -77.5% | -$170.0M -22.0% | -$31.0M -3.8% | $138.0M 17.9% |
| Pretax Income | -$477.0M -40.2% | -$454.0M -36.9% | -$279.0M -25.9% | $1.13B 116.6% | $303.0M 42.0% | -$257.0M -28.0% | -$430.0M -50.3% | $273.0M 35.4% | $281.0M 34.8% | $440.0M 57.0% |
| Income Tax Expense | -$78.0M -6.6% | -$42.0M -3.4% | -$25.0M -2.3% | $161.0M 16.6% | $37.0M 5.1% | -$19.0M -2.1% | -$26.0M -3.0% | $6.0M 0.8% | $167.0M 20.7% | $57.0M 7.4% |
| Net Income | -$28.0M -2.4% | -$23.0M -1.9% | $200.0M 18.6% | $477.0M 49.2% | $137.0M 19.0% | -$55.0M -6.0% | -$88.0M -10.3% | $167.0M 21.7% | -$64.0M -7.9% | $83.0M 10.8% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.30 | $-0.25 | $2.18 | $5.62 | $1.77 | $-0.81 | $-1.51 | $3.05 | $-1.18 | $1.90 |
| EPS (Diluted) | — | — | — | $5.62 | $1.77 | $-0.81 | $-1.51 | $2.91 | $-1.18 | $1.90 |
| Weighted Avg Shares (Basic) | 93.9M | 93.5M | 91.6M | 84.9M | 77.2M | 68.4M | 58.8M | 54.9M | 54.2M | 43.8M |
| Weighted Avg Shares (Diluted) | 93.9M | 93.5M | 91.6M | 84.9M | 77.4M | 68.4M | 58.8M | 74.6M | 54.2M | 43.8M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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; 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 -$219M 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 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: -0%. 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 $960M covers the $86M due within a year 11.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2014-12-31 (8-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~18.4% on $3.4B of debt. Interest last disclosed in FY2020 (no longer broken out).
Cash of $960M fully covers short-term debt of $762M.
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
No standout strengths flagged.
Where each multiple sits in its own 12-yr range · 30th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 12-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
High operating leverage: profit moved 17.4× 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 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Income | 57.5 | 27.3 | 27.6 | 8.9 | 4.5 | -2.6 | -37.3 | -15.7 |
| Income Tax | 0.8 | -3.0 | -2.1 | 5.1 | 16.6 | -2.3 | -3.4 | -6.6 |
| Net Income | 21.7 | -10.3 | -6.0 | 19.0 | 49.2 | 18.6 | -1.9 | -2.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on XIFR: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 93 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENIC | $310.6B | — | — | — | — | — | — | — | — | — | 165 |
| NMPWP | $287.4B | — | — | — | — | — | — | — | — | — | 5 |
| GEV | $274.4B | 57.5× | 137.0× | 7.2× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| CEG | $82.7B | 35.8× | 21.7× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $68.4B | 19.0× | 13.2× | 3.1× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $60.0B | 19.8× | — | 3.6× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| VST | $47.5B | 64.5× | 16.9× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| ETR | $47.2B | 27.3× | 13.4× | 3.6× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $46.8B | — | 11.5× | 1.9× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $39.1B | 19.2× | — | 2.3× | 10.9% | — | 0.0% | 0.0% | 0.0% | — | 1,368 |
| PEG | $37.6B | 17.9× | — | 3.1× | 18.3% | — | 17.3% | 12.4% | 5.5% | — | 1,231 |
| WEC | $35.2B | 22.5× | 14.9× | 3.6× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $30.1B | 20.4× | — | 3.4× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| ATO | $27.9B | 23.1× | 12.1× | 5.9× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| FE | $27.6B | 27.1× | 7.2× | 1.8× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ES | $27.2B | 15.9× | 10.0× | 2.0× | 13.8% | — | 12.5% | 10.5% | 3.9% | 5.0× | 1,012 |
| CNP | $26.5B | 25.4× | 13.1× | 2.8× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $26.3B | 5.9× | 6.3× | 1.4× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| AWK | $26.2B | 23.6× | 10.0× | 5.1× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| NRG | $23.0B | 30.1× | 10.7× | 0.8× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.0× | 1,010 |
| CEPU | $21.6B | — | — | — | — | — | — | — | — | — | 52 |
| NI | $20.5B | 22.0× | 7.0× | 3.1× | 23.5% | — | 14.3% | 9.8% | 9.1% | 0.2× | 831 |
| EVRG | $19.1B | 22.7× | 13.0× | 3.2× | 2.0% | — | 14.4% | 8.4% | 3.7% | 5.3× | 872 |
| LNT | $18.1B | 22.4× | 15.2× | 4.1× | 9.6% | 85.7% | 18.6% | 11.0% | 4.4% | 5.9× | 819 |
| TLN | $15.1B | — | 112.0× | 5.8× | 22.0% | — | -8.5% | -20.0% | -2.8% | 35.9× | 551 |
| XIFR | $1.1B | — | 15.5× | 0.9× | -3.4% | — | -2.4% | -0.3% | -0.2% | 15.2× | 220 |
Peers = companies sharing XIFR's sector (Utilities) 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.