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Strong institutional accumulation: ownership increased +5.01% 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.
To be worth $1.03 today, the market must believe free cash flow compounds 4.2%/yr for a decade (off $482000 normalized FCF).
2-stage DCF · 0.01B shares · net debt -$3M
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.
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 21 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 |
| BRN | $10M | — | 2.4× | 0.8× | -24.2% | — | -51.9% | -101% | -101% | — | 21 |
Peers = companies sharing BRN'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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/5 of the 9 checks — 4 couldn't be scored (see above), so the score is out of the 5 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.
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.
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: -101%. 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 $3M is below the $4M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2014-09-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable.
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. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 48th 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
High operating leverage: profit moved 3.7× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 39.0 | — | — | — | — | — | — | — |
| SG&A | 66.8 | 45.7 | 31.7 | 39.1 | 28.2 | 27.5 | 28.4 | 50.6 |
| Operating Income | 41.3 | -57.2 | 4.2 | 35.0 | 40.7 | 20.5 | 1.7 | 0.2 |
| Income Tax | -6.4 | -1.9 | 0.0 | 1.8 | 1.2 | -0.2 | 1.2 | 0.5 |
| Net Income | -18.9 | -102.8 | -25.9 | 34.5 | 19.3 | -3.8 | -30.8 | -51.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BRN: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $13.7M 100.0% | $18.1M 100.0% | $25.3M 100.0% | $28.5M 100.0% | $18.1M 100.0% | $18.3M 100.0% | $12.1M 100.0% | $9.4M 100.0% | $13.0M 100.0% | $13.6M 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | $3.6M 39.0% | $3.2M 24.8% | — |
| Selling, General & Admin | $6.9M 50.6% | $5.1M 28.4% | $7.0M 27.5% | $8.0M 28.2% | $7.1M 39.1% | $5.8M 31.7% | $5.5M 45.7% | $6.3M 66.8% | $7.0M 53.5% | $6.7M 49.2% |
| Total Operating Expenses | $20.7M 151.5% | $22.8M 126.2% | $26.9M 106.4% | $25.4M 89.1% | $16.4M 90.4% | $23.4M 127.4% | $24.4M 202.5% | $11.6M 123.9% | $14.1M 108.0% | $19.8M 145.6% |
| Operating Income | $30K 0.2% | $303K 1.7% | $5.2M 20.5% | $11.6M 40.7% | $6.3M 35.0% | $779K 4.2% | -$6.9M -57.2% | $3.9M 41.3% | $5.8M 44.9% | $542K 4.0% |
| Interest Expense | $7K 0.1% | $0 0.0% | $2K 0.0% | $1K 0.0% | $13K 0.1% | $3K 0.0% | $5K 0.0% | $7K 0.1% | $6K 0.0% | $97K 0.7% |
| Interest & Investment Income | $54K 0.4% | $88K 0.5% | $87K 0.3% | $18K 0.1% | $8K 0.0% | $18K 0.1% | $62K 0.5% | $162K 1.7% | $93K 0.7% | $46K 0.3% |
| Pretax Income | -$7.1M -51.5% | -$3.7M -20.2% | -$864K -3.4% | $6.5M 22.8% | $7.5M 41.6% | -$4.7M -25.5% | -$12.6M -104.7% | -$2.0M -21.6% | $1.2M 9.5% | -$3.6M -26.3% |
| Income Tax Expense | $71K 0.5% | $213K 1.2% | -$53K -0.2% | $347K 1.2% | $332K 1.8% | $3K 0.0% | -$231K -1.9% | -$601K -6.4% | -$1.1M -8.3% | -$722K -5.3% |
| Net Income | -$7.1M -51.9% | -$5.6M -30.8% | -$961K -3.8% | $5.5M 19.3% | $6.3M 34.5% | -$4.8M -25.9% | -$12.4M -102.8% | -$1.8M -18.9% | $1.2M 9.0% | -$3.6M -26.5% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.71 | $-0.56 | $-0.10 | $0.57 | $0.73 | $-0.57 | $-1.50 | $-0.21 | $0.14 | $-0.44 |
| EPS (Diluted) | $-0.71 | $-0.56 | $-0.10 | $0.57 | $0.73 | $-0.57 | $-1.50 | $-0.21 | $0.14 | $-0.44 |
| Weighted Avg Shares (Basic) | 10.1M | 10.0M | 10.0M | 9.7M | 8.6M | 8.3M | 8.3M | 8.3M | 8.3M | 8.3M |
| Weighted Avg Shares (Diluted) | 10.1M | 10.0M | 10.0M | 9.7M | 8.6M | 8.3M | 8.3M | 8.3M | 8.3M | 8.3M |
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.