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Held by 751 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 $171.09 today, the market must believe free cash flow compounds 10.7%/yr for a decade (off $668M normalized FCF).
The market's 10.7% is more optimistic than its 9-yr track record.
2-stage DCF · 0.08B shares · net debt $3.5B
mean 15.1% · volatility σ 50% · implied rate exceeded in 4/9 yrs
Central path = implied 10.7%/yr growth; shaded band = ±1σ (50%) 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.
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 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.86B 100.0% | $8.76B 100.0% | $8.36B 100.0% | $9.04B 100.0% | $8.41B 100.0% | $6.97B 100.0% | $7.07B 100.0% | $7.16B 100.0% | $6.61B 100.0% | $6.09B 100.0% |
| Cost of Revenue | $6.31B 71.2% | $6.22B 71.1% | $6.09B 72.8% | $6.64B 73.4% | $6.10B 72.5% | $5.05B 72.4% | $5.17B 73.1% | $5.24B 73.2% | $4.80B 72.6% | $4.39B 72.1% |
| Gross Profit | $2.55B 28.8% | $2.53B 28.9% | $2.28B 27.2% | $2.40B 26.6% | $2.31B 27.5% | $1.92B 27.6% | $1.90B 26.9% | $1.92B 26.8% | $1.81B 27.4% | $1.70B 27.9% |
| Research & Development | $136.6M 1.5% | $137.8M 1.6% | $135.8M 1.6% | $136.1M 1.5% | $136.6M 1.6% | $112.8M 1.6% | $92.6M 1.3% | $98.2M 1.4% | $93.4M 1.4% | $89.7M 1.5% |
| Selling, General & Admin | $1.42B 16.1% | $1.42B 16.2% | $1.31B 15.7% | $1.33B 14.7% | $1.25B 14.8% | $1.06B 15.2% | $1.08B 15.3% | $1.13B 15.7% | $1.11B 16.7% | $1.09B 17.8% |
| Interest Expense | $135.4M 1.5% | $117.0M 1.3% | $119.0M 1.4% | $84.1M 0.9% | $70.2M 0.8% | $70.0M 1.0% | $75.8M 1.1% | $58.5M 0.8% | $63.0M 1.0% | $59.9M 1.0% |
| Other Income (Expense), net | $14.2M 0.2% | $26.7M 0.3% | $30.8M 0.4% | $9.4M 0.1% | $4.1M 0.0% | -$1.9M -0.0% | -$445.2M -6.3% | -$104.8M -1.5% | — | — |
| Pretax Income | $925.1M 10.4% | $953.5M 10.9% | $694.7M 8.3% | $999.3M 11.1% | $992.6M 11.8% | $737.3M 10.6% | $249.5M 3.5% | $554.8M 7.7% | $589.5M 8.9% | $477.1M 7.8% |
| Income Tax Expense | $237.1M 2.7% | $248.6M 2.8% | $191.7M 2.3% | $242.2M 2.7% | $248.6M 3.0% | $177.7M 2.5% | -$56.7M -0.8% | $85.4M 1.2% | $307.7M 4.7% | $156.4M 2.6% |
| Net Income | $688.0M 7.8% | $704.9M 8.1% | $503.0M 6.0% | $757.1M 8.4% | $740.1M 8.8% | $555.9M 8.0% | $303.6M 4.3% | $467.4M 6.5% | $281.8M 4.3% | $320.7M 5.3% |
| Per Share | ||||||||||
| EPS (Basic) | $8.81 | $8.77 | $6.23 | $9.28 | $8.93 | $6.67 | $3.61 | $5.35 | $3.19 | $3.60 |
| EPS (Diluted) | $8.79 | $8.73 | $6.20 | $9.21 | $8.83 | $6.61 | $3.57 | $5.28 | $3.13 | $3.54 |
| Weighted Avg Shares (Basic) | 78.1M | 80.4M | 80.7M | 81.6M | 82.9M | 83.4M | 84.0M | 87.3M | 88.3M | 89.1M |
| Weighted Avg Shares (Diluted) | 78.3M | 80.7M | 81.1M | 82.2M | 83.8M | 84.1M | 85.0M | 88.6M | 90.1M | 90.7M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
The dividend is comfortably covered — only 40% of free cash flow, leaving room to grow it and fund buybacks. Last year: $288M dividends + $572M buybacks = $861M returned on $712M FCF.
9 consecutive years of dividend increases · 10%/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).
Insufficient data. Current ROIC on all capital: 12%. 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 $203M covers the $0 due within a year 202800000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
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.” Effective rate ~3.6% on $3.7B of debt.
Cash of $203M is below short-term debt of $523M — relies on refinancing/operations.
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.
EOD close · as of 2026-09-17
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 3-yr range · 44th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 3-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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 73.2 | 73.1 | 72.4 | 72.5 | 73.4 | 72.8 | 71.1 | 71.2 |
| Gross Profit | 26.8 | 26.9 | 27.6 | 27.5 | 26.6 | 27.2 | 28.9 | 28.8 |
| R&D | 1.4 | 1.3 | 1.6 | 1.6 | 1.5 | 1.6 | 1.6 | 1.5 |
| SG&A | 15.7 | 15.3 | 15.2 | 14.8 | 14.7 | 15.7 | 16.2 | 16.1 |
| Income Tax | 1.2 | -0.8 | 2.5 | 3.0 | 2.7 | 2.3 | 2.8 | 2.7 |
| Net Income | 6.5 | 4.3 | 8.0 | 8.8 | 8.4 | 6.0 | 8.1 | 7.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AVY: 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 | $264.2B | 39.7× | 18.8× | 3.0× | 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 | $166.7B | 23.4× | 16.0× | 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 | $117.9B | 33.9× | 26.6× | 5.9× | -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 | $94.0B | 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 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| 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 | $86.2B | 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 | $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 |
| AVY | $13.2B | 19.5× | — | 1.5× | 1.1% | 28.8% | 7.8% | 30.7% | 11.5% | — | 751 |
Peers = companies sharing AVY'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.