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Held by 243 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
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How management deployed cash over 7 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: 7%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 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).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
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.
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 $13.52 today, the market must believe free cash flow compounds 15.9%/yr for a decade (off $67M normalized FCF).
The market's 15.9% is more conservative than its 5-yr track record.
2-stage DCF · 0.22B shares · net debt -$481M
mean -51.9% · volatility σ 184% · implied rate exceeded in 1/4 yrs
Central path = implied 15.9%/yr growth; shaded band = ±1σ (184%) 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.
5/8 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
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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 + $50M buybacks = $50M returned on $82M FCF.
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 |
|---|---|---|---|---|---|---|---|
| Revenue | $419.5M 100.0% | $330.5M 100.0% | $271.8M 100.0% | $232.3M 100.0% | $191.9M 100.0% | $151.5M 100.0% | $116.1M 100.0% |
| Cost of Revenue | $108.8M 25.9% | $82.5M 25.0% | $77.5M 28.5% | $66.3M 28.5% | $53.0M 27.6% | $40.3M 26.6% | $36.4M 31.4% |
| Gross Profit | $310.7M 74.1% | $248.0M 75.0% | $194.4M 71.5% | $166.1M 71.5% | $138.9M 72.4% | $111.2M 73.4% | $79.7M 68.6% |
| Research & Development | $52.6M 12.5% | $48.7M 14.7% | $36.3M 13.4% | $31.4M 13.5% | $32.1M 16.7% | $12.2M 8.1% | $11.1M 9.6% |
| Selling, General & Admin | $81.0M 19.3% | $69.2M 20.9% | $61.3M 22.5% | $65.1M 28.0% | $59.4M 30.9% | $5.3M 3.5% | $24.6M 21.2% |
| Total Operating Expenses | $277.7M 66.2% | $240.8M 72.9% | $209.7M 77.2% | $207.1M 89.1% | $192.4M 100.3% | $126.7M 83.6% | $98.7M 85.0% |
| Operating Income | $33.0M 7.9% | $7.2M 2.2% | -$15.4M -5.6% | -$41.1M -17.7% | -$53.5M -27.9% | -$15.4M -10.2% | -$19.0M -16.4% |
| Interest & Investment Income | — | — | — | — | — | $1.6M 1.1% | — |
| Other Income (Expense), net | $7.5M 1.8% | -$31.6M -9.6% | -$3.3M -1.2% | $7.4M 3.2% | $20.7M 10.8% | -$511K -0.3% | -$604K -0.5% |
| Pretax Income | $40.5M 9.7% | -$24.4M -7.4% | -$18.6M -6.8% | -$33.6M -14.5% | -$32.8M -17.1% | -$15.9M -10.5% | -$19.6M -16.8% |
| Income Tax Expense | $5.4M 1.3% | $4.7M 1.4% | $2.9M 1.1% | $5.0M 2.2% | $457K 0.2% | $1.1M 0.7% | $614K 0.5% |
| Net Income | $34.8M 8.3% | -$29.1M -8.8% | -$21.7M -8.0% | -$41.6M -17.9% | -$35.2M -18.4% | -$17.0M -11.2% | -$20.2M -17.4% |
| Per Share | |||||||
| EPS (Basic) | $0.17 | $-0.16 | $-0.12 | $-0.23 | $-0.48 | $-0.57 | $-1.72 |
| EPS (Diluted) | $0.15 | $-0.16 | $-0.12 | — | $-0.48 | $-0.57 | $-1.72 |
| Weighted Avg Shares (Basic) | 207.6M | 183.7M | 182.3M | 182.0M | 141.6M | 89.6M | 74.0M |
| Weighted Avg Shares (Diluted) | 229.3M | 183.7M | 182.3M | 182.0M | 141.6M | 89.6M | 74.0M |
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 743 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $10.83T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.20T | 43.6× | 39.0× | 24.1× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.91T | 44.6× | 34.3× | 11.8× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.64T | 27.3× | 19.3× | 11.0× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.61T | 71.2× | 63.6× | 25.2× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.04T | 122.1× | 57.5× | 27.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $835.4B | 193.4× | 197.6× | 24.1× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $504.6B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $426.7B | 42.3× | 35.8× | 7.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $416.9B | 276.7× | 288.5× | 93.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $367.3B | 64.9× | 34.6× | 3.2× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.6B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| AMAT | $329.4B | 48.0× | 37.9× | 11.6× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| RPAY | $325.1B | — | — | 1051.3× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| UMC | $283.0B | — | — | — | — | — | — | — | — | — | 302 |
| SAP | $261.9B | — | — | — | — | — | — | — | — | — | 794 |
| ARM | $259.6B | 287.0× | 223.6× | 52.8× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| PANW | $250.9B | 234.8× | 156.8× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| ANET | $248.2B | 71.8× | 62.7× | 27.6× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| TXN | $236.9B | 47.8× | 31.2× | 13.4× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $232.8B | 32.1× | 25.2× | 5.6× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.5B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| SNDK | $221.9B | — | — | 30.2× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| QCOM | $198.5B | 36.9× | 14.9× | 4.5× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| MRVL | $194.6B | 74.8× | 127.2× | 23.8× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| AVPT | $2.9B | 89.5× | 66.8× | 6.9× | 26.9% | 74.1% | 8.3% | 7.3% | 7.3% | — | 243 |
Peers = companies sharing AVPT's sector (Technology) 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
No material risks flagged.
Where each multiple sits in its own 7-yr range · 48th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 7-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
High operating leverage: profit moved 13.4× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Cost of Revenue | 31.4 | 26.6 | 27.6 | 28.5 | 28.5 | 25.0 | 25.9 |
| Gross Profit | 68.6 | 73.4 | 72.4 | 71.5 | 71.5 | 75.0 | 74.1 |
| R&D | 9.6 | 8.1 | 16.7 | 13.5 | 13.4 | 14.7 | 12.5 |
| SG&A | 21.2 | 3.5 | 30.9 | 28.0 | 22.5 | 20.9 | 19.3 |
| Operating Income | -16.4 | -10.2 | -27.9 | -17.7 | -5.6 | 2.2 | 7.9 |
| Income Tax | 0.5 | 0.7 | 0.2 | 2.2 | 1.1 | 1.4 | 1.3 |
| Net Income | -17.4 | -11.2 | -18.4 | -17.9 | -8.0 | -8.8 | 8.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AVPT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.