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Held by 483 of 5,944 reporting institutions (97th 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.
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: 8%. 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.
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.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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 $21.25 today, the market must believe free cash flow compounds 5.4%/yr for a decade (off $776M normalized FCF).
2-stage DCF · 0.47B shares · net debt $3.0B
mean 42.8% · volatility σ 38% · implied rate exceeded in 2/3 yrs
Central path = implied 5.4%/yr growth; shaded band = ±1σ (38%) 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.
7/8 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; 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: $439M dividends + $135M buybacks = $574M returned.
3 consecutive years of dividend increases · 35%/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.
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 | $1.19B 100.0% | $1.11B 100.0% | $1.04B 100.0% | $920.0M 100.0% | $898.2M 100.0% | $900.7M 100.0% | $792.6M 100.0% | $142.9M 100.0% | $69.7M 100.0% | $16.9M 100.0% |
| Selling, General & Admin | $87.9M 7.4% | $86.1M 7.8% | $71.1M 6.8% | $62.1M 6.8% | $63.8M 7.1% | $52.2M 5.8% | $118.1M 14.9% | $43.9M 30.7% | $41.1M 59.0% | $814K 4.8% |
| Total Operating Expenses | $543.8M 45.8% | $447.0M 40.4% | $429.9M 41.3% | $380.5M 41.4% | $342.9M 38.2% | $1.02B 113.1% | $1.19B 150.3% | $43.9M 30.7% | $41.1M 59.0% | $814K 4.8% |
| Operating Income | $644.7M 54.2% | $659.2M 59.6% | $611.9M 58.7% | $539.5M 58.6% | $555.3M 61.8% | -$117.6M -13.1% | -$398.5M -50.3% | -$43.9M -30.7% | -$41.1M -59.0% | $16.1M 95.2% |
| Other Income (Expense), net | -$80.5M -6.8% | -$110.5M -10.0% | -$111.8M -10.7% | -$95.7M -10.4% | -$106.6M -11.9% | -$60.6M -6.7% | -$59.1M -7.5% | — | — | — |
| Pretax Income | $564.2M 47.5% | $548.6M 49.6% | $500.1M 48.0% | $443.7M 48.2% | $448.7M 50.0% | -$178.2M -19.8% | -$457.6M -57.7% | $98.9M 69.2% | $28.6M 41.0% | $16.1M 95.2% |
| Income Tax Expense | $151.0M 12.7% | $147.7M 13.4% | $128.3M 12.3% | $117.5M 12.8% | $117.1M 13.0% | -$55.7M -6.2% | -$102.5M -12.9% | $32.3M 22.6% | $26.3M 37.7% | $6.4M 37.9% |
| Net Income | $418.0M 35.2% | $401.0M 36.3% | $372.0M 35.7% | $326.0M 35.4% | $332.0M 37.0% | -$122.5M -13.6% | -$355.1M -44.8% | $66.6M 46.6% | $4.9M 7.1% | $9.7M 57.3% |
| Per Share | ||||||||||
| EPS (Basic) | $0.86 | $0.83 | $0.77 | $0.68 | $0.69 | $-0.26 | $-0.80 | $0.33 | — | — |
| EPS (Diluted) | $0.86 | $0.83 | $0.77 | $0.68 | $0.69 | $-0.26 | $-0.80 | $0.33 | — | — |
| Weighted Avg Shares (Basic) | 477.9M | 480.8M | 479.4M | 478.2M | 477.3M | 478.3M | 442.6M | 186.2M | 186.2M | — |
| Weighted Avg Shares (Diluted) | 482.2M | 485.2M | 482.4M | 480.3M | 479.7M | 478.3M | 442.6M | 186.2M | 186.2M | — |
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.
Ranked against 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| AM | $10.1B | 24.7× | 16.8× | 8.5× | 7.4% | — | 34.8% | 21.0% | 8.0% | 4.1× | 483 |
Peers = companies sharing AM's sector (Energy) 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.
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
Where each multiple sits in its own 9-yr range · 94th 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?
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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 30.7 | 14.9 | 5.8 | 7.1 | 6.8 | 6.8 | 7.8 | 7.4 |
| Operating Income | -30.7 | -50.3 | -13.1 | 61.8 | 58.6 | 58.7 | 59.6 | 54.2 |
| Income Tax | 22.6 | -12.9 | -6.2 | 13.0 | 12.8 | 12.3 | 13.4 | 12.7 |
| Net Income | 46.6 | -44.8 | -13.6 | 37.0 | 35.4 | 35.7 | 36.3 | 35.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.