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Held by 181 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.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $10.86 today, the market must believe free cash flow compounds 9.9%/yr for a decade (off $74M normalized FCF).
The market's 9.9% is more optimistic than its 9-yr track record.
2-stage DCF · 0.09B shares · net debt $716M
mean 31.9% · volatility σ 119% · implied rate exceeded in 3/6 yrs
Central path = implied 9.9%/yr growth; shaded band = ±1σ (119%) 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.
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.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; 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 + $24M buybacks = $24M returned on $38M 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.
Modest payoff on reinvested capital. Current ROIC on all capital: 3%. 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 $75M is below the $94M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2026-03-31 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.8% on $790M of debt.
Cash of $75M fully covers short-term debt of $0.
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.
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 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.67B 100.0% | $2.77B 100.0% | $2.82B 100.0% | $2.77B 100.0% | $2.55B 100.0% | $2.35B 100.0% | $2.40B 100.0% | — | $2.35B 100.0% | $2.19B 100.0% |
| Cost of Revenue | $2.05B 76.7% | $2.12B 76.7% | $2.14B 75.9% | $2.10B 75.7% | $1.90B 74.5% | $1.75B 74.6% | $1.77B 73.5% | — | $1.73B 73.4% | $1.58B 72.2% |
| Gross Profit | $621.7M 23.3% | $645.6M 23.3% | $678.9M 24.1% | $674.8M 24.3% | $650.8M 25.5% | $595.3M 25.4% | $638.2M 26.5% | — | $626.1M 26.6% | $607.2M 27.8% |
| Selling, General & Admin | $457.8M 17.1% | $496.5M 17.9% | $533.4M 18.9% | $534.9M 19.3% | $508.0M 19.9% | $527.4M 22.5% | $452.2M 18.8% | — | $481.2M 20.4% | $468.0M 21.4% |
| Operating Income | $134.6M 5.0% | $156.9M 5.7% | $101.0M 3.6% | $88.4M 3.2% | $90.5M 3.5% | $12.1M 0.5% | $129.7M 5.4% | — | $40.0M 1.7% | $7.6M 0.3% |
| Interest Expense | $53.7M 2.0% | $62.4M 2.3% | $97.4M 3.5% | $53.3M 1.9% | $42.3M 1.7% | $64.6M 2.8% | $72.5M 3.0% | — | $97.8M 4.2% | $94.7M 4.3% |
| Other Income (Expense), net | $400K 0.0% | $2.0M 0.1% | -$6.7M -0.2% | -$15.5M -0.6% | $2.7M 0.1% | $1.3M 0.1% | $0 0.0% | — | -$23.5M -1.0% | $2.2M 0.1% |
| Pretax Income | $81.3M 3.0% | $96.5M 3.5% | -$3.1M -0.1% | $19.6M 0.7% | $50.9M 2.0% | -$51.2M -2.2% | $57.2M 2.4% | — | -$81.3M -3.5% | -$84.9M -3.9% |
| Income Tax Expense | $25.3M 0.9% | $30.1M 1.1% | $4.6M 0.2% | $5.6M 0.2% | $4.6M 0.2% | -$9.6M -0.4% | $12.8M 0.5% | — | -$66.2M -2.8% | -$32.5M -1.5% |
| Net Income | $56.0M 2.1% | $66.4M 2.4% | -$7.7M -0.3% | $14.0M 0.5% | $46.3M 1.8% | -$41.6M -1.8% | $44.4M 1.8% | — | -$15.1M -0.6% | -$52.4M -2.4% |
| Per Share | ||||||||||
| EPS (Basic) | $0.13 | $0.21 | $-0.12 | $0.14 | $0.44 | $-0.40 | $0.43 | — | $-0.18 | — |
| EPS (Diluted) | $0.13 | $0.20 | $-0.12 | $0.14 | $0.44 | $-0.40 | $0.43 | — | $-0.18 | — |
| Weighted Avg Shares (Basic) | 95.2M | 94.7M | 93.4M | 97.9M | 105.2M | 103.7M | 102.8M | — | 83.4M | — |
| Weighted Avg Shares (Diluted) | 96.5M | 96.1M | 93.4M | 98.2M | 105.7M | 103.7M | 103.4M | — | 83.4M | — |
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.
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
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 9-yr range · 32th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-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 4.2× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | 73.5 | 74.6 | 74.5 | 75.7 | 75.9 | 76.7 | 76.7 |
| Gross Profit | — | 26.5 | 25.4 | 25.5 | 24.3 | 24.1 | 23.3 | 23.3 |
| SG&A | — | 18.8 | 22.5 | 19.9 | 19.3 | 18.9 | 17.9 | 17.1 |
| Operating Income | — | 5.4 | 0.5 | 3.5 | 3.2 | 3.6 | 5.7 | 5.0 |
| Income Tax | — | 0.5 | -0.4 | 0.2 | 0.2 | 0.2 | 1.1 | 0.9 |
| Net Income | — | 1.8 | -1.8 | 1.8 | 0.5 | -0.3 | 2.4 | 2.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BV: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 651 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| BV | $1.0B | 83.5× | 6.3× | 0.4× | -3.4% | 23.3% | 2.1% | 4.3% | 2.7% | 2.9× | 181 |
Peers = companies sharing BV's sector (Industrials) 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.