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Held by 313 of 5,944 reporting institutions (95th 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 $133.66 today, the market must believe free cash flow compounds 6.6%/yr for a decade (off $243M normalized FCF).
The market's 6.6% is more conservative than its 9-yr track record.
2-stage DCF · 0.03B shares · net debt $477M
mean 36.3% · volatility σ 96% · implied rate exceeded in 3/7 yrs
Central path = implied 6.6%/yr growth; shaded band = ±1σ (96%) 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 — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.65B 100.0% | $1.58B 100.0% | $1.54B 100.0% | $1.32B 100.0% | $525.6M 100.0% | $480.6M 100.0% | $1.06B 100.0% | $927.1M 100.0% | $810.4M 100.0% | $863.5M 100.0% |
| Cost of Revenue | $1.26B 76.1% | $1.20B 75.7% | $1.17B 76.4% | $1.03B 77.6% | $379.4M 72.2% | $357.7M 74.4% | $824.6M 77.7% | $728.5M 78.6% | $650.1M 80.2% | $658.2M 76.2% |
| Cost of Products | — | — | — | — | — | — | — | $728.5M 78.6% | $650.1M 80.2% | $658.2M 76.2% |
| Gross Profit | $395.0M 23.9% | $382.7M 24.3% | $363.5M 23.6% | $295.9M 22.4% | $146.2M 27.8% | $122.9M 25.6% | $237.2M 22.3% | $198.6M 21.4% | $160.3M 19.8% | $205.3M 23.8% |
| Selling, General & Admin | $130.3M 7.9% | $146.3M 9.3% | $141.9M 9.2% | $122.3M 9.2% | $66.9M 12.7% | $59.3M 12.3% | $139.3M 13.1% | $121.7M 13.1% | $112.1M 13.8% | $106.4M 12.3% |
| Operating Income | $264.6M 16.0% | $236.4M 15.0% | $221.6M 14.4% | $173.6M 13.1% | $79.2M 15.1% | $47.5M 9.9% | $79.3M 7.5% | $77.0M 8.3% | $48.2M 6.0% | $98.9M 11.5% |
| Interest Expense | $55.6M 3.4% | $81.3M 5.2% | $107.1M 7.0% | $88.8M 6.7% | $6.4M 1.2% | $9.5M 2.0% | $13.5M 1.3% | $15.0M 1.6% | $13.9M 1.7% | $14.7M 1.7% |
| Other Income (Expense), net | $1.6M 0.1% | -$562K -0.0% | $161K 0.0% | $1.2M 0.1% | $175K 0.0% | $415K 0.1% | -$990K -0.1% | $1.0M 0.1% | -$3.5M -0.4% | $1.1M 0.1% |
| Pretax Income | $420.3M 25.5% | $170.7M 10.8% | $130.1M 8.5% | $88.7M 6.7% | $73.0M 13.9% | $38.4M 8.0% | $64.9M 6.1% | $63.0M 6.8% | $30.9M 3.8% | $85.3M 9.9% |
| Income Tax Expense | $103.1M 6.2% | $41.9M 2.7% | $28.5M 1.9% | $22.3M 1.7% | $23.2M 4.4% | $11.2M 2.3% | $16.7M 1.6% | $11.8M 1.3% | -$14.3M -1.8% | $24.0M 2.8% |
| Net Income | $317.3M 19.2% | $52.4M 3.3% | $87.2M 5.7% | -$61.2M -4.6% | $84.0M 16.0% | $39.6M 8.2% | $48.2M 4.5% | $51.2M 5.5% | $45.2M 5.6% | $61.3M 7.1% |
| Per Share | ||||||||||
| EPS (Basic) | $10.59 | $1.80 | $3.48 | $-2.47 | $3.38 | $1.53 | $1.84 | $1.97 | $1.74 | $2.36 |
| EPS (Diluted) | $10.50 | $1.79 | $3.46 | $-2.45 | $3.35 | $1.52 | $1.84 | $1.96 | $1.73 | $2.35 |
| Weighted Avg Shares (Basic) | 30.0M | 29.1M | 25.0M | 24.8M | 24.9M | 25.9M | 26.2M | 26.0M | 26.0M | 26.0M |
| Weighted Avg Shares (Diluted) | 30.2M | 29.3M | 25.2M | 25.0M | 25.1M | 26.0M | 26.3M | 26.1M | 26.0M | 26.1M |
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.
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).
Interest coverage is thin — monitor; 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 5% of free cash flow, leaving room to grow it and fund buybacks. Last year: $23M dividends + $20M buybacks = $43M returned on $445M 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.
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: 17%. 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 $705000 covers the $0 due within a year 705000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2026-02-28 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~11.6% on $478M of debt.
Cash vs short-term debt unavailable.
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
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2026 · 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
High operating leverage: profit moved 2.6× 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 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 78.6 | 77.7 | 74.4 | 72.2 | 77.6 | 76.4 | 75.7 | 76.1 |
| Gross Profit | 21.4 | 22.3 | 25.6 | 27.8 | 22.4 | 23.6 | 24.3 | 23.9 |
| SG&A | 13.1 | 13.1 | 12.3 | 12.7 | 9.2 | 9.2 | 9.3 | 7.9 |
| Operating Income | 8.3 | 7.5 | 9.9 | 15.1 | 13.1 | 14.4 | 15.0 | 16.0 |
| Income Tax | 1.3 | 1.6 | 2.3 | 4.4 | 1.7 | 1.9 | 2.7 | 6.2 |
| Net Income | 5.5 | 4.5 | 8.2 | 16.0 | -4.6 | 5.7 | 3.3 | 19.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on AZZ: 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 |
| AZZ | $4.0B | 12.7× | 12.6× | 2.4× | 4.6% | 23.9% | 19.2% | 23.7% | 17.5% | 1.3× | 313 |
Peers = companies sharing AZZ'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.