Loading institutional data...
Loading institutional data...
Held by 377 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
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 $34.67 today, the market must believe free cash flow compounds 3.8%/yr for a decade (off $331M normalized FCF).
The market's 3.8% is more conservative than its 8-yr track record.
2-stage DCF · 0.14B shares · net debt $76M
mean 17.5% · volatility σ 31% · implied rate exceeded in 4/5 yrs
Central path = implied 3.8%/yr growth; shaded band = ±1σ (31%) 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 | $1.18B 100.0% | $1.09B 100.0% | $1.04B 100.0% | $990.9M 100.0% | $874.3M 100.0% | $770.8M 100.0% | $696.3M 100.0% | $608.4M 100.0% | $506.1M 100.0% | $398.6M 100.0% |
| Cost of Revenue | $244.6M 20.8% | $228.1M 20.9% | $260.6M 25.1% | $252.6M 25.5% | $249.5M 28.5% | $224.7M 29.2% | $215.6M 31.0% | $173.6M 28.5% | $135.2M 26.7% | $112.1M 28.1% |
| Gross Profit | $932.6M 79.2% | $862.0M 79.1% | $777.1M 74.9% | $738.3M 74.5% | $624.8M 71.5% | $546.0M 70.8% | $480.7M 69.0% | $434.8M 71.5% | $370.9M 73.3% | $286.5M 71.9% |
| Research & Development | $294.5M 25.0% | $264.9M 24.3% | $248.8M 24.0% | $243.5M 24.6% | $218.5M 25.0% | $201.3M 26.1% | $199.8M 28.7% | $163.8M 26.9% | $136.8M 27.0% | $115.9M 29.1% |
| Selling, General & Admin | $150.9M 12.8% | $137.4M 12.6% | $129.0M 12.4% | $126.5M 12.8% | $135.3M 15.5% | $106.7M 13.8% | $102.8M 14.8% | $93.1M 15.3% | $84.8M 16.8% | $68.2M 17.1% |
| Total Operating Expenses | $849.4M 72.2% | $782.4M 71.8% | $726.4M 70.0% | $701.5M 70.8% | $652.5M 74.6% | $583.7M 75.7% | $620.2M 89.1% | $569.0M 93.5% | $524.9M 103.7% | $437.1M 109.7% |
| Operating Income | $83.2M 7.1% | $79.6M 7.3% | $50.8M 4.9% | $36.8M 3.7% | -$27.6M -3.2% | -$37.6M -4.9% | -$139.5M -20.0% | -$134.2M -22.1% | -$154.0M -30.4% | -$150.7M -37.8% |
| Interest Expense | $10.7M 0.9% | $6.1M 0.6% | $3.8M 0.4% | $4.9M 0.5% | — | — | — | — | — | — |
| Interest & Investment Income | $24.7M 2.1% | $23.7M 2.2% | $18.7M 1.8% | $5.9M 0.6% | — | — | — | — | — | — |
| Other Income (Expense), net | $1.5M 0.1% | -$12.1M -1.1% | -$3.0M -0.3% | -$3.5M -0.3% | -$9.8M -1.1% | -$4.6M -0.6% | -$3.5M -0.5% | $1.3M 0.2% | $789K 0.2% | $678K 0.2% |
| Pretax Income | $98.7M 8.4% | $85.2M 7.8% | $62.6M 6.0% | $34.4M 3.5% | -$37.5M -4.3% | -$42.2M -5.5% | -$142.9M -20.5% | -$133.2M -21.9% | -$154.2M -30.5% | -$150.9M -37.9% |
| Income Tax Expense | -$16.7M -1.4% | -$159.5M -14.6% | -$66.4M -6.4% | $7.6M 0.8% | $4.0M 0.5% | $1.2M 0.2% | $1.4M 0.2% | $1.4M 0.2% | $715K 0.1% | $914K 0.2% |
| Net Income | $115.4M 9.8% | $244.6M 22.4% | $129.0M 12.4% | $26.8M 2.7% | -$41.5M -4.7% | -$43.4M -5.6% | -$144.3M -20.7% | -$134.6M -22.1% | -$155.0M -30.6% | -$151.8M -38.1% |
| Per Share | ||||||||||
| EPS (Basic) | $0.60 | $1.40 | $0.69 | $0.06 | $-0.35 | $-0.28 | — | — | — | — |
| EPS (Diluted) | $0.58 | $1.36 | $0.67 | $0.06 | $-0.35 | $-0.28 | — | — | — | — |
| Weighted Avg Shares (Basic) | 144.2M | 144.2M | 144.2M | 143.6M | 155.6M | 156K | — | — | — | — |
| Weighted Avg Shares (Diluted) | 149.2M | 148.6M | 148.6M | 150.2M | 155.6M | 156K | — | — | — | — |
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).
Comfortably covers interest; 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.
No dividend to cover. Last year: $0 dividends + $290M buybacks = $290M returned on $350M 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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 76%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~2.4% on $451M of debt.
Cash of $375M fully covers short-term debt of $0.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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
Nothing notable to watch.
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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 28.5 | 31.0 | 29.2 | 28.5 | 25.5 | 25.1 | 20.9 | 20.8 |
| Gross Profit | 71.5 | 69.0 | 70.8 | 71.5 | 74.5 | 74.9 | 79.1 | 79.2 |
| R&D | 26.9 | 28.7 | 26.1 | 25.0 | 24.6 | 24.0 | 24.3 | 25.0 |
| SG&A | 15.3 | 14.8 | 13.8 | 15.5 | 12.8 | 12.4 | 12.6 | 12.8 |
| Operating Income | -22.1 | -20.0 | -4.9 | -3.2 | 3.7 | 4.9 | 7.3 | 7.1 |
| Income Tax | 0.2 | 0.2 | 0.2 | 0.5 | 0.8 | -6.4 | -14.6 | -1.4 |
| Net Income | -22.1 | -20.7 | -5.6 | -4.7 | 2.7 | 12.4 | 22.4 | 9.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BOX: 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 743 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $11.16T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.33T | 44.8× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.98T | 45.2× | 34.8× | 12.0× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.70T | 27.7× | 19.6× | 11.1× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.65T | 72.8× | 65.1× | 25.8× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.10T | 128.8× | 60.7× | 29.3× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $888.5B | 205.7× | 210.2× | 25.6× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $543.3B | — | 67.4× | 10.3× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $436.6B | 43.2× | 36.6× | 7.7× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $421.4B | 279.8× | 291.6× | 94.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $383.6B | 67.8× | 36.1× | 3.4× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.7B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| RPAY | $338.0B | — | — | 1092.8× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| AMAT | $331.0B | 48.2× | 38.1× | 11.7× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| UMC | $307.4B | — | — | — | — | — | — | — | — | — | 302 |
| ARM | $281.9B | 311.6× | 242.9× | 57.3× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| SAP | $262.5B | — | — | — | — | — | — | — | — | — | 794 |
| ANET | $250.7B | 72.6× | 63.3× | 27.8× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| PANW | $250.5B | 234.4× | 156.5× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SNDK | $235.7B | — | — | 32.0× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| TXN | $234.6B | 47.4× | 30.9× | 13.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $225.6B | 31.1× | 24.4× | 5.4× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.8B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| MRVL | $204.0B | 78.4× | 133.3× | 24.9× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| QCOM | $202.7B | 37.7× | 15.2× | 4.6× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| BOX | $4.9B | 59.8× | 54.2× | 4.2× | 8.0% | 79.2% | 9.8% | -38.6% | 76.0% | 4.9× | 377 |
Peers = companies sharing BOX's sector (Technology) 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.