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Held by 716 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.
To be worth $153.63 today, the market must believe free cash flow compounds 10.7%/yr for a decade (off $595M normalized FCF).
The market's 10.7% is more optimistic than its 9-yr track record.
2-stage DCF · 0.09B shares · net debt $1.6B
mean 9.4% · volatility σ 17% · implied rate exceeded in 4/9 yrs
Central path = implied 10.7%/yr growth; shaded band = ±1σ (17%) 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; 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.
The dividend is comfortably covered — only 26% of free cash flow, leaving room to grow it and fund buybacks. Last year: $175M dividends + $80M buybacks = $255M returned on $686M FCF.
9 consecutive years of dividend increases · 17%/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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 16%. 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 $356M covers the $200000 due within a year 1781.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~5.1% on $2.0B of debt.
Cash of $356M fully covers short-term debt of $200000.
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.
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 651 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| ALLE | $13.2B | 20.5× | 14.9× | 3.2× | 7.8% | 45.2% | 15.8% | 31.1% | 15.9% | 2.0× | 716 |
Peers = companies sharing ALLE's sector (Industrials) 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
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 | $4.07B 100.0% | $3.77B 100.0% | $3.65B 100.0% | $3.27B 100.0% | $2.87B 100.0% | $2.72B 100.0% | $2.85B 100.0% | $2.73B 100.0% | $2.41B 100.0% | $2.24B 100.0% |
| Cost of Revenue | $2.23B 54.8% | $2.10B 55.8% | $2.07B 56.7% | $1.95B 59.6% | $1.66B 58.0% | $1.54B 56.7% | $1.60B 56.1% | $1.56B 57.0% | $1.34B 55.4% | $1.25B 55.8% |
| Research & Development | $132.0M 3.2% | $112.7M 3.0% | $101.9M 2.8% | $74.5M 2.3% | $73.3M 2.6% | $54.4M 2.0% | $54.7M 1.9% | $54.4M 2.0% | $48.3M 2.0% | $47.3M 2.1% |
| Selling, General & Admin | $978.8M 24.1% | $887.8M 23.5% | $865.6M 23.7% | $736.0M 22.5% | $674.7M 23.5% | $635.7M 23.4% | $681.3M 23.9% | $647.5M 23.7% | $580.4M 24.1% | $555.4M 24.8% |
| Operating Income | $859.5M 21.1% | $780.7M 20.7% | $708.4M 19.4% | $586.4M 17.9% | $530.2M 18.5% | $403.5M 14.8% | $565.1M 19.8% | $525.8M 19.2% | $492.5M 20.5% | $434.3M 19.4% |
| Interest Expense | $101.0M 2.5% | $102.0M 2.7% | $93.1M 2.6% | $75.9M 2.3% | $50.2M 1.8% | $51.1M 1.9% | $56.0M 2.0% | $54.0M 2.0% | $105.7M 4.4% | $64.3M 2.9% |
| Interest & Investment Income | $12.0M 0.3% | $20.5M 0.5% | $6.8M 0.2% | $1.3M 0.0% | $400K 0.0% | $900K 0.0% | $1.8M 0.1% | $800K 0.0% | $1.2M 0.0% | $1.9M 0.1% |
| Other Income (Expense), net | $9.9M 0.2% | $20.1M 0.5% | $1.9M 0.1% | $11.6M 0.4% | $44.0M 1.5% | $13.0M 0.5% | -$3.8M -0.1% | $3.4M 0.1% | $8.9M 0.4% | $9.4M 0.4% |
| Pretax Income | $768.4M 18.9% | $698.8M 18.5% | $617.2M 16.9% | $514.5M 15.7% | $524.0M 18.3% | $365.4M 13.4% | $475.2M 16.7% | $475.2M 17.4% | $395.7M 16.4% | $295.0M 13.2% |
| Income Tax Expense | $124.6M 3.1% | $101.3M 2.7% | $76.6M 2.1% | $56.2M 1.7% | $40.7M 1.4% | $50.9M 1.9% | $73.1M 2.6% | $39.8M 1.5% | $119.0M 4.9% | $63.8M 2.9% |
| Net Income | $643.8M 15.8% | $597.5M 15.8% | $540.6M 14.8% | $458.3M 14.0% | $483.3M 16.9% | $314.3M 11.6% | $401.8M 14.1% | $434.9M 15.9% | $273.3M 11.3% | $229.1M 10.2% |
| Per Share | ||||||||||
| EPS (Basic) | $7.48 | $6.85 | $6.15 | $5.20 | $5.37 | $3.41 | $4.29 | $4.58 | $2.87 | $2.39 |
| EPS (Diluted) | $7.44 | $6.82 | $6.12 | $5.19 | $5.34 | $3.39 | $4.26 | $4.54 | $2.85 | $2.36 |
| Weighted Avg Shares (Basic) | 86.1M | 87.2M | 87.9M | 88.0M | 89.9M | 92.3M | 93.6M | 95.0M | 95.1M | 95.8M |
| Weighted Avg Shares (Diluted) | 86.6M | 87.6M | 88.3M | 88.3M | 90.5M | 92.8M | 94.3M | 95.7M | 96.0M | 96.9M |
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.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 13-yr range · 33th 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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 57.0 | 56.1 | 56.7 | 58.0 | 59.6 | 56.7 | 55.8 | 54.8 |
| R&D | 2.0 | 1.9 | 2.0 | 2.6 | 2.3 | 2.8 | 3.0 | 3.2 |
| SG&A | 23.7 | 23.9 | 23.4 | 23.5 | 22.5 | 23.7 | 23.5 | 24.1 |
| Operating Income | 19.2 | 19.8 | 14.8 | 18.5 | 17.9 | 19.4 | 20.7 | 21.1 |
| Income Tax | 1.5 | 2.6 | 1.9 | 1.4 | 1.7 | 2.1 | 2.7 | 3.1 |
| Net Income | 15.9 | 14.1 | 11.6 | 16.9 | 14.0 | 14.8 | 15.8 | 15.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ALLE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.