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Institutional distribution: ownership decreased -2.80% quarter-over-quarter.
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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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.
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
Ranked against 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| BEEM | $26M | — | — | 0.9× | -42.8% | 12.5% | -95.6% | -109% | -109% | — | 42 |
Peers = companies sharing BEEM's sector (Energy) 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
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 | $28.2M 100.0% | $49.3M 100.0% | $67.4M 100.0% | $22.0M 100.0% | $9.0M 100.0% | $6.2M 100.0% | $5.1M 100.0% | $6.2M 100.0% | $1.4M 100.0% | $2.8M 100.0% |
| Cost of Revenue | $24.7M 87.5% | $42.0M 85.2% | $66.1M 98.2% | $23.7M 107.6% | $10.0M 110.8% | $6.9M 111.4% | $5.3M 103.0% | $6.4M 103.1% | $1.9M 133.5% | $2.9M 105.2% |
| Gross Profit | $3.5M 12.5% | $7.3M 14.8% | $1.2M 1.8% | -$1.7M -7.6% | -$972K -10.8% | -$711K -11.4% | -$154K -3.0% | -$192K -3.1% | -$473K -33.5% | -$145K -5.2% |
| Research & Development | $600K 2.1% | $1.8M 3.6% | $2.3M 3.4% | $1.2M 5.5% | $400.0M 4443.5% | $262K 4.2% | $413K 8.1% | $164K 2.7% | $2K 0.1% | $3K 0.1% |
| Total Operating Expenses | — | $19.0M 38.4% | $17.5M 25.9% | $18.0M 82.1% | $5.6M 62.5% | $4.5M 72.4% | $3.1M 61.0% | — | — | — |
| Operating Income | -$27.5M -97.5% | -$11.7M -23.6% | -$16.3M -24.1% | -$19.7M -89.6% | -$6.6M -73.3% | -$5.2M -83.9% | -$3.3M -64.0% | -$2.5M -41.0% | -$2.7M -191.2% | -$2.8M -100.3% |
| Interest Expense | $26K 0.1% | $34K 0.1% | $12K 0.0% | $1K 0.0% | $1K 0.0% | — | $716K 14.0% | $1.1M 17.7% | $475K 33.6% | $276K 9.9% |
| Interest & Investment Income | $56K 0.2% | $205K 0.4% | $261K 0.4% | $37K 0.2% | $5K 0.1% | $11K 0.2% | $57K 1.1% | — | — | — |
| Other Income (Expense), net | $123K 0.4% | $281K 0.6% | $213K 0.3% | $36K 0.2% | $4K 0.0% | -$447 -0.0% | -$659K -12.9% | -$1.1M -17.4% | -$340K -24.1% | $156K 5.6% |
| Pretax Income | -$27.4M -97.1% | -$11.4M -23.1% | -$16.0M -23.8% | -$19.7M -89.5% | -$6.6M -73.3% | -$5.2M -83.9% | -$3.9M -76.9% | -$3.6M -58.4% | -$3.0M -215.3% | -$2.6M -94.6% |
| Income Tax Expense | -$406K -1.4% | -$94K -0.2% | $12K 0.0% | $2K 0.0% | $1K 0.0% | $5K 0.1% | $3K 0.1% | $0 0.0% | — | — |
| Net Income | -$27.0M -95.6% | -$11.3M -22.9% | -$16.1M -23.8% | -$19.7M -89.5% | -$6.6M -73.3% | -$5.2M -83.9% | -$3.9M -77.0% | -$3.6M -58.4% | -$3.0M -215.4% | -$2.6M -94.7% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.61 | $-0.77 | $-1.30 | $-1.99 | $-0.74 | $-0.84 | — | — | — | — |
| EPS (Diluted) | — | $-0.77 | $-1.30 | $-1.99 | $-0.74 | — | — | — | — | — |
| Weighted Avg Shares (Basic) | 17K | 15K | 12.3M | 9.9M | 8.9M | 6.2M | — | — | — | — |
| Weighted Avg Shares (Diluted) | — | 14.6M | 12.3M | 9.9M | 8.9M | — | — | — | — | — |
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.
1/8 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.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor.
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 + $0 buybacks = $0 returned on -$11M 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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -109%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest.
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.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 0th 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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 103.1 | 103.0 | 111.4 | 110.8 | 107.6 | 98.2 | 85.2 | 87.5 |
| Gross Profit | -3.1 | -3.0 | -11.4 | -10.8 | -7.6 | 1.8 | 14.8 | 12.5 |
| R&D | 2.7 | 8.1 | 4.2 | 4443.5 | 5.5 | 3.4 | 3.6 | 2.1 |
| Operating Income | -41.0 | -64.0 | -83.9 | -73.3 | -89.6 | -24.1 | -23.6 | -97.5 |
| Income Tax | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | -0.2 | -1.4 |
| Net Income | -58.4 | -77.0 | -83.9 | -73.3 | -89.5 | -23.8 | -22.9 | -95.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BEEM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.