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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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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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $60.75 today, the market must believe free cash flow compounds 7.2%/yr for a decade (off $803M normalized FCF).
The market's 7.2% is more optimistic than its 8-yr track record.
2-stage DCF · 0.27B shares · net debt -$1.2B
mean -727.2% · volatility σ 1639% · implied rate exceeded in 1/6 yrs
Central path = implied 7.2%/yr growth; shaded band = ±1σ (1639%) 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.
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 | $13.16B 100.0% | $11.79B 100.0% | $12.06B 100.0% | $13.37B 100.0% | $13.81B 100.0% | $11.78B 100.0% | $11.47B 100.0% | $11.63B 100.0% | $10.98B 100.0% | $9.06B 100.0% |
| Cost of Products | — | — | — | — | — | — | — | $9.33B 80.2% | $8.72B 79.4% | $7.30B 80.5% |
| Gross Profit | — | — | — | — | — | — | $1.77B 15.5% | $1.80B 15.5% | $1.76B 16.0% | $1.42B 15.7% |
| Research & Development | — | — | $55.0M 0.5% | $55.0M 0.4% | $56.0M 0.4% | $47.0M 0.4% | $44.0M 0.4% | $32.0M 0.3% | $27.0M 0.2% | $28.0M 0.3% |
| Selling, General & Admin | $566.0M 4.3% | $647.0M 5.5% | $532.0M 4.4% | $555.0M 4.2% | $593.0M 4.3% | $525.0M 4.5% | $417.0M 3.6% | $478.0M 4.1% | $514.0M 4.7% | $512.0M 5.7% |
| Total Operating Expenses | — | — | $12.76B 105.8% | $14.13B 105.7% | $12.52B 90.7% | $10.78B 91.5% | $10.54B 91.9% | $10.70B 92.0% | $10.18B 92.7% | $8.60B 94.9% |
| Operating Income | — | — | $1.27B 10.6% | $1.21B 9.1% | $1.29B 9.3% | $1.00B 8.5% | $932.0M 8.1% | $935.0M 8.0% | $802.0M 7.3% | $463.0M 5.1% |
| Interest Expense | $314.0M 2.4% | $293.0M 2.5% | $460.0M 3.8% | $313.0M 2.3% | $270.0M 2.0% | $275.0M 2.3% | $317.0M 2.8% | $301.0M 2.6% | $285.0M 2.6% | $229.0M 2.5% |
| Pretax Income | $1.13B 8.6% | $535.0M 4.5% | $614.0M 5.1% | $713.0M 5.3% | $1.01B 7.3% | $687.0M 5.8% | $608.0M 5.3% | $633.0M 5.4% | $514.0M 4.7% | $125.0M 1.4% |
| Income Tax Expense | $240.0M 1.8% | $133.0M 1.1% | $146.0M 1.2% | $138.0M 1.0% | $156.0M 1.1% | $99.0M 0.8% | $71.0M 0.6% | $185.0M 1.6% | $165.0M 1.5% | -$126.0M -1.4% |
| Net Income | $915.0M 7.0% | $4.01B 34.0% | $711.0M 5.9% | $732.0M 5.5% | $878.0M 6.4% | $582.0M 4.9% | $536.0M 4.7% | $453.0M 3.9% | $380.0M 3.5% | $266.0M 2.9% |
| Per Share | ||||||||||
| EPS (Basic) | $3.33 | $13.12 | $2.25 | $2.27 | $2.69 | $1.79 | $1.71 | $1.32 | $1.07 | $0.83 |
| EPS (Diluted) | $3.30 | $13.00 | $2.23 | $2.25 | $2.65 | $1.76 | $1.66 | $1.29 | $1.05 | $0.81 |
| Weighted Avg Shares (Basic) | 274.3M | 305.5M | 314.8M | 316.4M | 326.0M | 326.3M | 331.1M | 344.8M | 350.3M | 316.5M |
| Weighted Avg Shares (Diluted) | 276.0M | 308.2M | 317.0M | 320.0M | 331.6M | 332.8M | 340.1M | 352.3M | 357.0M | 322.9M |
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.
7/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. 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 28% of free cash flow, leaving room to grow it and fund buybacks. Last year: $220M dividends + $1.3B buybacks = $1.5B returned on $788M FCF.
1 consecutive years of dividend increases · 13%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. 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 $1.2B covers the $4M due within a year 303.0× 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 expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~1495.2% on $21M of debt.
Cash of $1.2B fully covers short-term debt of $21M.
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.
Ranked against 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.70T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.37T | 339.1× | 145.5× | 14.5× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $614.2B | 60.0× | 24.8× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $442.6B | 32.9× | 31.9× | 7.2× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $201.7B | 135.7× | — | 1.4× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $140.1B | 26.0× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $132.7B | 187.9× | 114.3× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $109.9B | 59.3× | 26.8× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $101.7B | — | 37.9× | 8.3× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $92.5B | 46.3× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $88.8B | 35.1× | 20.6× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $86.3B | 168.2× | 90.8× | 12.3× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $78.3B | 26.5× | 3.9× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $74.0B | 34.7× | 22.0× | 3.3× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $71.5B | 28.6× | 19.5× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $69.7B | 49.4× | 24.0× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $67.7B | 16.0× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $62.0B | 40.2× | 24.6× | 2.7× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $54.2B | — | 4.5× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.9B | 17.3× | — | 1.2× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $50.7B | 26.0× | 18.4× | 4.6× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.6× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $44.8B | 29.4× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| BALL | $16.7B | 18.4× | — | 1.3× | 11.6% | — | 7.0% | 16.9% | 16.8% | — | 751 |
Peers = companies sharing BALL's sector (Consumer Cyclical) 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
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 45th 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
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 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Gross Profit | 15.5 | 15.5 | — | — | — | — | — | — |
| R&D | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | — | — |
| SG&A | 4.1 | 3.6 | 4.5 | 4.3 | 4.2 | 4.4 | 5.5 | 4.3 |
| Operating Income | 8.0 | 8.1 | 8.5 | 9.3 | 9.1 | 10.6 | — | — |
| Income Tax | 1.6 | 0.6 | 0.8 | 1.1 | 1.0 | 1.2 | 1.1 | 1.8 |
| Net Income | 3.9 | 4.7 | 4.9 | 6.4 | 5.5 | 5.9 | 34.0 | 7.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BALL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.