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Held by 199 of 5,944 reporting institutions (92th 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.
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.
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 2026-09-17
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 | $209.9M 100.0% | $204.4M 100.0% | $253.9M 100.0% | $471.1M 100.0% | $302.5M 100.0% | $383.6M 100.0% | $257.2M 100.0% | $193.3M 100.0% | $302.8M 100.0% | $258.4M 100.0% |
| Cost of Revenue | — | — | — | — | — | — | $101.5M 39.5% | $73.6M 38.1% | $186.6M 61.6% | — |
| Gross Profit | — | — | $184.0M 72.5% | $167.2M 35.5% | $142.8M 47.2% | $117.1M 30.5% | $106.4M 41.4% | $81.1M 41.9% | — | — |
| Selling, General & Admin | $20.3M 9.7% | $19.3M 9.4% | $17.2M 6.8% | $15.7M 3.3% | $14.6M 4.8% | $12.9M 3.4% | $12.4M 4.8% | $11.4M 5.9% | $10.4M 3.4% | $9.6M 3.7% |
| Total Operating Expenses | $92.2M 43.9% | $102.4M 50.1% | $193.6M 76.2% | $390.2M 82.8% | $262.4M 86.7% | $341.3M 89.0% | $219.3M 85.2% | $165.5M 85.6% | $271.1M 89.5% | $231.7M 89.7% |
| Operating Income | $48.5M 23.1% | $59.2M 29.0% | $61.1M 24.1% | $134.4M 28.5% | $59.2M 19.6% | $48.7M 12.7% | $42.6M 16.6% | $32.0M 16.6% | $39.8M 13.1% | $57.2M 22.1% |
| Interest Expense | $85.3M 40.6% | $79.0M 38.6% | $57.8M 22.8% | $39.7M 8.4% | $33.9M 11.2% | $31.0M 8.1% | $31.3M 12.2% | $19.1M 9.9% | $17.4M 5.8% | $16.5M 6.4% |
| Other Income (Expense), net | -$56.2M -26.8% | -$44.8M -21.9% | $31K 0.0% | $378K 0.1% | $302K 0.1% | $515K 0.1% | $615K 0.2% | $377K 0.2% | $81K 0.0% | $147K 0.1% |
| Pretax Income | — | $41.9M 20.5% | $9.0M 3.5% | $99.8M 21.2% | $24.7M 8.2% | $36.7M 9.6% | $31.8M 12.4% | $23.5M 12.1% | $30.6M 10.1% | $43.1M 16.7% |
| Income Tax Expense | -$482K -0.2% | -$614K -0.3% | $1.3M 0.5% | -$145K -0.0% | -$742K -0.2% | -$283K -0.1% | -$491K -0.2% | -$29K -0.0% | $725K 0.2% | $343K 0.1% |
| Net Income | $3.9M 1.9% | $42.5M 20.8% | $7.7M 3.0% | $100.0M 21.2% | $25.5M 8.4% | $29.2M 7.6% | $24.1M 9.4% | $17.2M 8.9% | $21.0M 7.0% | $28.1M 10.9% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.08 | $0.34 | $-0.05 | $0.94 | $0.17 | $0.38 | $0.41 | — | — | — |
| EPS (Diluted) | $-0.08 | $0.34 | $-0.05 | $0.94 | $0.17 | $0.38 | $0.41 | — | — | — |
| Weighted Avg Shares (Basic) | 80.1M | 70.7M | 67.7M | 67.6M | 60.6M | 57.3M | 53.1M | 47.5M | 42.4M | 33.1M |
| Weighted Avg Shares (Diluted) | 80.1M | 70.7M | 67.7M | 67.6M | 60.6M | 57.3M | 53.1M | — | — | — |
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.
2/5 of the 9 checks — 4 couldn't be scored (see above), so the score is out of the 5 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).
Interest coverage is thin — monitor; leverage rising 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.
Free-cash-flow coverage unavailable. Last year: $75M dividends + $0 buybacks = $75M returned.
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.
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 $41M is below the $420M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K/A).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~6.6% on $1.3B of debt.
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 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 13-yr range · 41th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 13-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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 38.1 | 39.5 | — | — | — | — | — | — |
| Gross Profit | 41.9 | 41.4 | 30.5 | 47.2 | 35.5 | 72.5 | — | — |
| SG&A | 5.9 | 4.8 | 3.4 | 4.8 | 3.3 | 6.8 | 9.4 | 9.7 |
| Operating Income | 16.6 | 16.6 | 12.7 | 19.6 | 28.5 | 24.1 | 29.0 | 23.1 |
| Income Tax | -0.0 | -0.2 | -0.1 | -0.2 | -0.0 | 0.5 | -0.3 | -0.2 |
| Net Income | 8.9 | 9.4 | 7.6 | 8.4 | 21.2 | 3.0 | 20.8 | 1.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AHRT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| AHRT | $499M | — | 14.4× | 2.4× | 2.7% | — | 2.7% | 0.9% | 0.3% | 10.6× | 199 |
Peers = companies sharing AHRT's sector (Financial Services) 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.