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Held by 1,098 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
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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
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.
Modest payoff on reinvested capital. Current ROIC on all capital: 11%. 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 $458M covers the $338M due within a year 1.4× 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 ~3.6% on $2.3B of debt.
Cash of $458M is below short-term debt of $1.2B — relies on refinancing/operations.
Mostly short-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.
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.
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 | $7.40B 100.0% | $6.94B 100.0% | $6.60B 100.0% | $6.15B 100.0% | $5.55B 100.0% | $4.54B 100.0% | $5.16B 100.0% | $4.85B 100.0% | $4.30B 100.0% | $3.84B 100.0% |
| Cost of Revenue | $4.73B 64.0% | $4.46B 64.3% | $4.21B 63.9% | $4.01B 65.1% | $3.63B 65.5% | $3.00B 66.0% | $3.37B 65.3% | $3.19B 65.8% | $2.86B 66.5% | $2.59B 67.3% |
| Cost of Products | — | — | — | — | — | — | — | — | $2.85B 66.3% | $2.58B 67.1% |
| Research & Development | $236.1M 3.2% | $236.6M 3.4% | $220.8M 3.3% | $198.8M 3.2% | $194.2M 3.5% | $158.9M 3.5% | $161.9M 3.1% | $141.0M 2.9% | $130.4M 3.0% | $112.0M 2.9% |
| Selling, General & Admin | $757.1M 10.2% | $696.9M 10.0% | $677.0M 10.3% | $644.6M 10.5% | $603.9M 10.9% | $515.6M 11.4% | $610.3M 11.8% | $584.0M 12.1% | $535.2M 12.4% | $463.6M 12.1% |
| Total Operating Expenses | $5.49B 74.2% | $5.16B 74.4% | $4.89B 74.1% | $4.65B 75.6% | $4.24B 76.4% | $3.51B 77.4% | $3.98B 77.2% | $3.77B 77.8% | $3.40B 79.0% | $3.05B 79.4% |
| Operating Income | $1.91B 25.8% | $1.78B 25.6% | $1.71B 25.9% | $1.50B 24.4% | $1.31B 23.6% | $1.03B 22.6% | $1.18B 22.8% | $1.08B 22.2% | $903.6M 21.0% | $791.0M 20.6% |
| Interest Expense | $81.3M 1.1% | $113.0M 1.6% | $81.8M 1.2% | $83.2M 1.4% | $80.4M 1.4% | $86.1M 1.9% | $88.5M 1.7% | $82.2M 1.7% | $98.0M 2.3% | $94.3M 2.5% |
| Other Income (Expense), net | -$30.7M -0.4% | -$5.1M -0.1% | -$19.3M -0.3% | $11.2M 0.2% | -$5.1M -0.1% | $140.5M 3.1% | -$19.2M -0.4% | -$5.6M -0.1% | -$8.9M -0.2% | -$3.6M -0.1% |
| Pretax Income | $1.80B 24.3% | $1.66B 23.9% | $1.61B 24.4% | $1.43B 23.2% | $1.22B 22.1% | $1.08B 23.8% | $1.07B 20.7% | $987.7M 20.4% | $796.7M 18.5% | $693.1M 18.0% |
| Income Tax Expense | $318.2M 4.3% | $285.4M 4.1% | $293.2M 4.4% | $269.1M 4.4% | $233.1M 4.2% | $209.9M 4.6% | $208.5M 4.0% | $209.8M 4.3% | $115.3M 2.7% | $180.9M 4.7% |
| Net Income | $1.48B 20.0% | $1.38B 19.8% | $1.31B 19.9% | $1.16B 18.9% | $990.1M 17.9% | $872.4M 19.2% | $861.3M 16.7% | $777.9M 16.1% | $681.5M 15.8% | $512.2M 13.3% |
| Per Share | ||||||||||
| EPS (Basic) | $6.42 | $5.95 | $5.70 | $5.04 | $4.29 | $3.80 | $3.78 | $3.37 | $2.96 | $2.20 |
| EPS (Diluted) | $6.40 | $5.93 | $5.67 | $5.01 | $4.25 | $3.77 | $3.75 | $3.34 | $2.94 | $2.19 |
| Weighted Avg Shares (Basic) | 230.5M | 231.3M | 230.5M | 230.2M | 231.0M | 229.4M | 227.8M | 230.8M | 230.2M | 232.6M |
| Weighted Avg Shares (Diluted) | 231.3M | 232.2M | 231.5M | 231.5M | 232.8M | 231.2M | 229.4M | 232.7M | 231.8M | 233.7M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $234.32 today, the market must believe free cash flow compounds 14.7%/yr for a decade (off $1.7B normalized FCF).
The market's 14.7% is more optimistic than its 9-yr track record.
2-stage DCF · 0.23B shares · net debt $1.8B
mean 11.8% · volatility σ 20% · implied rate exceeded in 3/9 yrs
Central path = implied 14.7%/yr growth; shaded band = ±1σ (20%) 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 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.
The dividend is comfortably covered — only 17% of free cash flow, leaving room to grow it and fund buybacks. Last year: $285M dividends + $434M buybacks = $719M returned on $1.7B FCF.
6 consecutive years of dividend increases · 15%/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.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 100th 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
Returns are margin-driven, not leverage-driven — higher quality.
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 | 65.8 | 65.3 | 66.0 | 65.5 | 65.1 | 63.9 | 64.3 | 64.0 |
| R&D | 2.9 | 3.1 | 3.5 | 3.5 | 3.2 | 3.3 | 3.4 | 3.2 |
| SG&A | 12.1 | 11.8 | 11.4 | 10.9 | 10.5 | 10.3 | 10.0 | 10.2 |
| Operating Income | 22.2 | 22.8 | 22.6 | 23.6 | 24.4 | 25.9 | 25.6 | 25.8 |
| Income Tax | 4.3 | 4.0 | 4.6 | 4.2 | 4.4 | 4.4 | 4.1 | 4.3 |
| Net Income | 16.1 | 16.7 | 19.2 | 17.9 | 18.9 | 19.9 | 19.8 | 20.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AME: 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.
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 | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 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 | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| AME | $53.7B | 36.6× | 27.0× | 7.3× | 6.6% | 36.0% | 20.0% | 13.9% | 11.5% | 1.1× | 1,098 |
Peers = companies sharing AME'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.