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Held by 188 of 5,944 reporting institutions (91th 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 $4.36 today, the market must believe free cash flow compounds 7.0%/yr for a decade (off $164M normalized FCF).
The market's 7.0% is more conservative than its 3-yr track record.
2-stage DCF · 0.31B shares · net debt $1.8B
mean 20.8% · volatility σ 292% · implied rate exceeded in 1/2 yrs
Central path = implied 7.0%/yr growth; shaded band = ±1σ (292%) 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 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.02B 100.0% | $1.01B 100.0% | $771.6M 100.0% | $443.8M 100.0% | $245.3M 100.0% | $307.5M 100.0% | $334.1M 100.0% | $164.9M 100.0% | $100K 100.0% |
| Selling, General & Admin | $50.4M 4.9% | $49.2M 4.9% | $45.1M 5.8% | $36.8M 8.3% | $34.7M 14.1% | $49.1M 16.0% | $50.4M 15.1% | $38.7M 23.5% | $21.0M 21000.0% |
| Total Operating Expenses | $699.0M 68.5% | $636.8M 63.0% | $521.8M 67.6% | $549.9M 123.9% | $334.8M 136.5% | $514.5M 167.3% | $491.3M 147.1% | $353.2M 214.2% | $109.8M 109800.0% |
| Operating Income | $322.1M 31.6% | $374.2M 37.0% | $250.4M 32.5% | -$101.9M -23.0% | -$88.3M -36.0% | -$188.0M -61.1% | -$150.8M -45.1% | -$131.4M -79.7% | -$109.7M -109700.0% |
| Interest Expense | $228.4M 22.4% | $211.7M 20.9% | $177.2M 23.0% | $139.2M 31.4% | $99.4M 40.5% | $87.4M 28.4% | $70.4M 21.1% | $13.7M 8.3% | $500K 500.0% |
| Interest & Investment Income | $3.7M 0.4% | $6.4M 0.6% | $4.9M 0.6% | $5.4M 1.2% | $0 0.0% | $200K 0.1% | $1.5M 0.4% | $1.2M 0.7% | $3.2M 3200.0% |
| Other Income (Expense), net | — | — | — | — | -$114.7M -46.8% | -$122.9M -40.0% | -$128.1M -38.3% | -$57.0M -34.6% | $21.7M 21700.0% |
| Pretax Income | — | — | $56.1M 7.3% | -$274.4M -61.8% | -$183.3M -74.7% | -$301.4M -98.0% | -$287.9M -86.2% | -$188.4M -114.3% | -$88.0M -88000.0% |
| Income Tax Expense | $40.9M 4.0% | $58.2M 5.8% | $34.0M 4.4% | $18.4M 4.1% | $9.7M 4.0% | $16.2M 5.3% | $11.2M 3.4% | $2.5M 1.5% | $0 0.0% |
| Net Income | $45.0M 4.4% | $82.1M 8.1% | $22.1M 2.9% | -$292.8M -66.0% | -$193.0M -78.7% | -$317.6M -103.3% | -$297.6M -89.1% | -$190.5M -115.5% | -$88.0M -88000.0% |
| Per Share | |||||||||
| EPS (Basic) | $0.17 | $0.33 | $0.09 | $-1.64 | $-1.43 | $-4.22 | $-5.54 | $-1.85 | $-1.70 |
| EPS (Diluted) | $0.17 | $0.32 | $0.09 | $-1.64 | $-1.43 | $-4.22 | $-5.54 | $-1.85 | $-1.70 |
| Weighted Avg Shares (Basic) | 262.3M | 250.9M | 244.3M | 178.4M | 134.7M | 75.2M | 53.7M | — | — |
| Weighted Avg Shares (Diluted) | 264.5M | 254.5M | 248.2M | 178.4M | 134.7M | 75.2M | 53.7M | — | — |
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.
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
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising 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 2% of free cash flow, leaving room to grow it and fund buybacks. Last year: $5M dividends + $200000 buybacks = $5M returned on $252M 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 9 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 1%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 9 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 $380M covers the $0 due within a year 379700000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2021-06-30 (6-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~10.6% on $2.2B of debt.
Cash of $380M fully covers short-term debt of $129M.
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.
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 | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $544.5B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.1B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.9B | 20.9× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.6B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $126.2B | 31.3× | 10.8× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $116.9B | — | — | — | — | — | — | — | — | — | 1,220 |
| EQNR | $110.5B | — | — | — | — | — | — | — | — | — | 398 |
| PSX | $107.4B | 24.5× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $83.3B | — | 12.5× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.7B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $78.2B | 22.3× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.7B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $68.4B | 22.4× | 14.0× | 4.0× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| LNG | $58.8B | 11.1× | 7.7× | 2.9× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| MPLX | $58.7B | — | — | 4.5× | 8.9% | — | 38.1% | — | — | — | 622 |
| OXY | $58.5B | 36.9× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| OKE | $58.4B | 17.1× | 12.4× | 1.7× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| BKR | $55.9B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $55.4B | 34.0× | 11.1× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| BORR | $1.3B | 24.9× | 6.5× | 1.3× | 1.0% | — | 4.4% | 3.7% | 1.3% | 4.6× | 188 |
Peers = companies sharing BORR'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.
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
Where each multiple sits in its own 7-yr range · 55th 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
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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 23.5 | 15.1 | 16.0 | 14.1 | 8.3 | 5.8 | 4.9 | 4.9 |
| Operating Income | -79.7 | -45.1 | -61.1 | -36.0 | -23.0 | 32.5 | 37.0 | 31.6 |
| Income Tax | 1.5 | 3.4 | 5.3 | 4.0 | 4.1 | 4.4 | 5.8 | 4.0 |
| Net Income | -115.5 | -89.1 | -103.3 | -78.7 | -66.0 | 2.9 | 8.1 | 4.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BORR: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.