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Held by 377 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $27.24 today, the market must believe free cash flow compounds -8.9%/yr for a decade (off $446M normalized FCF).
2-stage DCF · 0.12B shares · net debt -$575M
mean -25.4% · volatility σ 167% · implied rate exceeded in 1/6 yrs
Central path = implied -8.9%/yr growth; shaded band = ±1σ (167%) 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.
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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.
Free-cash-flow coverage unavailable. Last year: $37M dividends + $0 buybacks = $37M returned on -$78M 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 balanced mix of reinvestment and shareholder returns.
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 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 $575M is below the $5.9B due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2015-12-31 (10-K).
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. Maturity ladder from the SEC long-term-debt repayment schedule. 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 | FY2016 | FY2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.86B 100.0% | $4.24B 100.0% | $4.95B 100.0% | $4.98B 100.0% | $3.32B 100.0% | $2.88B 100.0% | $4.62B 100.0% | $5.58B 100.0% | $4.72B 100.0% | $5.61B 100.0% |
| Selling, General & Admin | $105.0M 2.7% | $91.0M 2.1% | $90.7M 1.8% | $88.8M 1.8% | $84.9M 2.6% | $99.5M 3.5% | $145.0M 3.1% | $158.1M 2.8% | $153.4M 3.3% | $176.4M 3.1% |
| Operating Income | -$80.1M -2.1% | $445.3M 10.5% | $1.07B 21.7% | $1.38B 27.7% | $432.2M 13.0% | -$1.73B -60.0% | $61.7M 1.3% | $661.6M 11.9% | -$276.9M -5.9% | -$1.46B -26.1% |
| Interest Expense | $43.9M 1.1% | $46.9M 1.1% | $59.8M 1.2% | $140.3M 2.8% | $183.4M 5.5% | $139.8M 4.9% | $144.0M 3.1% | $151.3M 2.7% | $298.6M 6.3% | $465.4M 8.3% |
| Interest & Investment Income | $55.4M 1.4% | $71.0M 1.7% | $76.8M 1.6% | $18.4M 0.4% | $6.5M 0.2% | $9.4M 0.3% | $27.0M 0.6% | $33.6M 0.6% | $5.7M 0.1% | $7.7M 0.1% |
| Pretax Income | -$33.5M -0.9% | $516.1M 12.2% | $1.12B 22.7% | $1.28B 25.7% | $370.2M 11.2% | -$1.85B -64.3% | -$142.3M -3.1% | $664.1M 11.9% | -$758.3M -16.1% | -$1.99B -35.5% |
| Income Tax Expense | $8.8M 0.2% | $108.8M 2.6% | $308.8M 6.2% | -$38.8M -0.8% | $22.8M 0.7% | $8.0M 0.3% | $46.0M 1.0% | $18.4M 0.3% | -$94.5M -2.0% | -$207.1M -3.7% |
| Net Income | -$42.5M -1.1% | $403.5M 9.5% | $815.6M 16.5% | $1.32B 26.5% | $371.4M 11.2% | -$1.87B -65.0% | -$211.3M -4.6% | $544.4M 9.8% | -$729.3M -15.5% | -$1.97B -35.0% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.43 | $2.96 | $5.52 | $9.13 | $3.24 | $-19.14 | $-2.04 | $4.50 | $-39.87 | $-108.29 |
| EPS (Diluted) | $-0.43 | $2.70 | $5.00 | $8.31 | $3.22 | $-19.14 | $-2.04 | $4.43 | $-39.87 | $-108.29 |
| Weighted Avg Shares (Basic) | 121.8M | 125.1M | 137.6M | 142.1M | 111.1M | 97.7M | 103.7M | 119.3M | 18.3M | 18.1M |
| Weighted Avg Shares (Diluted) | 121.8M | 141.9M | 154.3M | 157.2M | 112.0M | 97.7M | — | 2.1M | 18.3M | 18.1M |
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.
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
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 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 |
| BTU | $3.3B | — | 9.1× | 0.9× | -8.9% | — | -1.1% | -1.2% | -1.2% | — | 377 |
Peers = companies sharing BTU'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
No standout strengths flagged.
Where each multiple sits in its own 8-yr range · 83th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 8-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 13.3× 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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 2.8 | 3.1 | 3.5 | 2.6 | 1.8 | 1.8 | 2.1 | 2.7 |
| Operating Income | 11.9 | 1.3 | -60.0 | 13.0 | 27.7 | 21.7 | 10.5 | -2.1 |
| Income Tax | 0.3 | 1.0 | 0.3 | 0.7 | -0.8 | 6.2 | 2.6 | 0.2 |
| Net Income | 9.8 | -4.6 | -65.0 | 11.2 | 26.5 | 16.5 | 9.5 | -1.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BTU: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.