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Institutional distribution: ownership decreased -1.29% quarter-over-quarter.
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.
Top 2 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 9 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 90%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 9 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).
Thin coverage — earnings barely cover interest. Interest last disclosed in FY2024 (no longer broken out).
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $2.00 today, the market must believe free cash flow compounds -0.4%/yr for a decade (off $499888 normalized FCF).
2-stage DCF · 0.00B shares · net debt -$4M
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.
2/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
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.
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.
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 2026-09-02 · 16d old
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.5M 100.0% | $1.9M 100.0% | $4.3M 100.0% | $8.1M 100.0% | $11.7M 100.0% | $6.2M 100.0% | $15.8M 100.0% | $2.9M 100.0% | $495K 100.0% |
| Cost of Revenue | $1.3M 86.4% | $1.3M 69.8% | $3.4M 78.6% | $6.6M 81.5% | $6.5M 55.4% | $2.0M 32.2% | $12.3M 77.9% | $1.8M 62.0% | $0 0.0% |
| Gross Profit | $210K 13.6% | $572K 30.2% | $925K 21.4% | $1.5M 18.5% | -$2.1M -17.8% | $205K 3.3% | $3.4M 21.4% | $739K 25.3% | $495K 100.0% |
| Selling, General & Admin | $2.4M 156.9% | $1.9M 98.3% | $3.1M 72.5% | $6.1M 76.0% | $9.0M 76.9% | $5.9M 95.8% | $5.5M 34.9% | $1.8M 60.8% | $1.5M 306.7% |
| Total Operating Expenses | $3.1M 200.4% | $2.6M 135.1% | $5.3M 122.7% | $7.6M 94.4% | $9.5M 80.7% | $6.2M 100.8% | $9.0M 56.9% | $1.8M 61.0% | $10.4M 2092.7% |
| Operating Income | -$2.9M -186.8% | -$2.0M -104.9% | -$4.4M -101.3% | -$6.1M -76.0% | -$11.6M -98.5% | -$6.0M -97.5% | -$5.6M -35.5% | -$1.0M -35.7% | -$9.9M -1992.7% |
| Interest Expense | — | — | $18K 0.4% | — | $6K 0.1% | $0 0.0% | $97K 0.6% | $34K 1.2% | $0 0.0% |
| Other Income (Expense), net | -$2.4M -154.0% | $83K 4.4% | $542K 12.5% | $2.4M 29.1% | $6.0M 50.8% | -$1.5M -23.6% | $1.3M 8.1% | -$91K -3.1% | $3K 0.6% |
| Pretax Income | -$5.3M -340.8% | -$1.9M -100.6% | -$3.8M -88.7% | -$3.8M -46.9% | -$5.6M -47.7% | -$7.5M -121.1% | -$4.3M -27.4% | -$1.1M -38.8% | -$9.9M -1992.1% |
| Income Tax Expense | — | — | $20K 0.5% | — | $5K 0.0% | $8K 0.1% | $33K 0.2% | $22K 0.7% | $0 0.0% |
| Net Income | -$5.3M -340.9% | -$3.7M -196.5% | -$3.7M -84.9% | -$3.1M -38.5% | -$537K -4.6% | -$10.4M -168.0% | -$8.7M -55.0% | -$4.5M -155.8% | -$9.9M -1992.1% |
| Per Share | |||||||||
| EPS (Basic) | $-1.97 | $-3.54 | $-0.41 | $-0.43 | $-0.10 | — | — | — | — |
| EPS (Diluted) | $-1.97 | $-3.54 | $-0.41 | $-0.43 | $-0.10 | — | — | — | — |
| Weighted Avg Shares (Basic) | 2.7M | 1.1M | 8.9M | 7.2M | 5.7M | 3.9M | — | — | — |
| Weighted Avg Shares (Diluted) | 2.7M | 1.1M | 8.9M | 7.2M | 5.7M | 3.9M | — | — | — |
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.
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.
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 | $940.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $692.5B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $513.8B | 34.4× | — | 15.7× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $417.6B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $278.1B | 18.3× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $269.2B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $214.3B | 20.3× | — | 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 | $189.7B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $171.3B | 21.5× | — | 6.7× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $168.5B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $160.8B | 29.4× | — | 6.6× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| CB | $133.6B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $132.1B | — | — | — | — | — | — | — | — | — | 3,072 |
| PGR | $127.2B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.5B | 27.8× | 17.4× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| CME | $98.0B | 24.4× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $95.6B | 12.9× | — | 3.3× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| HOOD | $92.8B | 50.9× | — | 20.7× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| BX | $92.4B | 31.9× | — | 6.4× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.7B | 13.9× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $88.9B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $87.4B | 26.7× | 20.7× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $86.3B | — | — | 4.4× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $85.7B | 21.0× | 15.6× | 3.2× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| AIHS | $9M | — | — | 5.9× | -18.5% | 13.6% | -341% | 90.3% | 90.3% | — | 2 |
Peers = companies sharing AIHS'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.
EOD close · as of 2026-09-02
Where each multiple sits in its own 9-yr range · 22th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-yr history.
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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 62.0 | 77.9 | 32.2 | 55.4 | 81.5 | 78.6 | 69.8 | 86.4 |
| Gross Profit | 25.3 | 21.4 | 3.3 | -17.8 | 18.5 | 21.4 | 30.2 | 13.6 |
| SG&A | 60.8 | 34.9 | 95.8 | 76.9 | 76.0 | 72.5 | 98.3 | 156.9 |
| Operating Income | -35.7 | -35.5 | -97.5 | -98.5 | -76.0 | -101.3 | -104.9 | -186.8 |
| Income Tax | 0.7 | 0.2 | 0.1 | 0.0 | — | 0.5 | — | — |
| Net Income | -155.8 | -55.0 | -168.0 | -4.6 | -38.5 | -84.9 | -196.5 | -340.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AIHS: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.