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Held by 719 of 5,944 reporting institutions (98th 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
EOD close · as of 2026-09-17
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 | $12.23B 100.0% | $12.28B 100.0% | $12.67B 100.0% | $12.62B 100.0% | $11.14B 100.0% | $9.66B 100.0% | $10.19B 100.0% | $10.74B 100.0% | $10.53B 100.0% | $10.28B 100.0% |
| Cost of Revenue | $10.02B 81.9% | $9.96B 81.2% | $10.16B 80.2% | $10.07B 79.8% | $8.43B 75.7% | $6.97B 72.1% | $7.84B 76.9% | $8.16B 76.0% | $8.06B 76.6% | $7.90B 76.8% |
| Gross Profit | $2.21B 18.1% | $2.31B 18.8% | $2.50B 19.8% | $2.55B 20.2% | $2.71B 24.3% | $2.69B 27.9% | $2.35B 23.1% | $2.57B 24.0% | $2.46B 23.4% | $2.38B 23.2% |
| Selling, General & Admin | $241.0M 2.0% | $288.0M 2.3% | $255.0M 2.0% | $207.0M 1.6% | $166.0M 1.5% | $165.0M 1.7% | $196.0M 1.9% | $192.0M 1.8% | $215.0M 2.0% | $194.0M 1.9% |
| Interest Expense | $1.41B 11.5% | $1.49B 12.1% | $1.32B 10.4% | $1.12B 8.9% | $911.0M 8.2% | $1.04B 10.7% | $1.05B 10.3% | $1.06B 9.8% | $1.17B 11.1% | $1.13B 11.0% |
| Interest & Investment Income | $287.0M 2.3% | $381.0M 3.1% | $551.0M 4.3% | $389.0M 3.1% | $298.0M 2.7% | $268.0M 2.8% | $318.0M 3.1% | $310.0M 2.9% | $244.0M 2.3% | $245.0M 2.4% |
| Pretax Income | $75.0M 0.6% | $894.0M 7.3% | $104.0M 0.8% | $96.0M 0.8% | $644.0M 5.8% | -$192.0M -2.0% | -$277.0M -2.7% | -$509.0M -4.7% | -$521.0M -4.9% | -$354.0M -3.4% |
| Income Tax Expense | -$181.0M -1.5% | $59.0M 0.5% | $261.0M 2.1% | $265.0M 2.1% | -$133.0M -1.2% | $216.0M 2.2% | $352.0M 3.5% | $708.0M 6.6% | $990.0M 9.4% | $32.0M 0.3% |
| Net Income | $910.0M 7.4% | $1.68B 13.7% | $249.0M 2.0% | -$546.0M -4.3% | -$409.0M -3.7% | $46.0M 0.5% | $303.0M 3.0% | $1.20B 11.2% | -$1.16B -11.0% | -$1.13B -11.0% |
| Per Share | ||||||||||
| EPS (Basic) | $1.26 | $2.38 | $0.37 | $-0.82 | $-0.61 | $0.07 | $0.46 | $1.82 | $-1.76 | $-1.72 |
| EPS (Diluted) | $1.26 | $2.36 | $0.35 | $-0.82 | $-0.61 | $0.07 | $0.45 | $1.81 | $-1.76 | $-1.72 |
| Weighted Avg Shares (Basic) | 712.0M | 706.0M | 669.0M | 668.0M | 666.0M | 665.0M | 664.0M | 662.0M | 660.0M | 660.0M |
| Weighted Avg Shares (Diluted) | 714.0M | 713.0M | 712.0M | 668.0M | 666.0M | 668.0M | 667.0M | 665.0M | 660.0M | 660.0M |
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.
4/8 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).
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).
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: $501M dividends + $0 buybacks = $501M returned on -$1.6B FCF.
9 consecutive years of dividend increases · 5%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. Current ROIC on all capital: 22%. 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.
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.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
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
Ranked against 95 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $167.4B | 24.4× | — | 6.5× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.1B | 22.0× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $91.6B | 18.7× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $81.0B | 35.1× | 21.3× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.3B | 18.1× | 12.8× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $55.8B | 18.4× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.3B | 29.7× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $47.5B | 64.4× | 16.8× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.3B | 21.3× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.2B | 26.2× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.4B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.1B | 18.7× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.1B | 16.7× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $33.6B | 21.5× | 14.5× | 3.4× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.5B | 19.3× | — | 3.2× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $26.9B | 24.2× | 10.2× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.2B | 25.8× | 6.8× | 1.7× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.5B | 14.9× | 9.9× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.1B | 21.0× | 12.3× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.0B | 24.0× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.1B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| NRG | $20.4B | 26.8× | 9.9× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| CMS | $20.2B | 18.7× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| AES | $10.5B | 11.8× | — | 0.9× | -0.4% | 18.1% | 7.4% | 22.4% | 22.4% | — | 719 |
Peers = companies sharing AES'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.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 57th pct blended
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 76.0 | 76.9 | 72.1 | 75.7 | 79.8 | 80.2 | 81.2 | 81.9 |
| Gross Profit | 24.0 | 23.1 | 27.9 | 24.3 | 20.2 | 19.8 | 18.8 | 18.1 |
| SG&A | 1.8 | 1.9 | 1.7 | 1.5 | 1.6 | 2.0 | 2.3 | 2.0 |
| Income Tax | 6.6 | 3.5 | 2.2 | -1.2 | 2.1 | 2.1 | 0.5 | -1.5 |
| Net Income | 11.2 | 3.0 | 0.5 | -3.7 | -4.3 | 2.0 | 13.7 | 7.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AES: 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.