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Held by 395 of 5,944 reporting institutions (96th 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 $74.25 today, the market must believe free cash flow compounds 3.7%/yr for a decade (off $495M normalized FCF).
The market's 3.7% is more conservative than its 9-yr track record.
2-stage DCF · 0.08B shares · net debt $1.7B
mean 65.5% · volatility σ 208% · implied rate exceeded in 4/9 yrs
Central path = implied 3.7%/yr growth; shaded band = ±1σ (208%) 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.
6/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
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.
The dividend is comfortably covered — only 15% of free cash flow, leaving room to grow it and fund buybacks. Last year: $58M dividends + $778M buybacks = $836M returned on $388M FCF.
4 consecutive years of dividend increases · 29%/yr.
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: 40%. 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 $353M covers the $0 due within a year 353413000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~7.7% on $2.0B of debt.
Cash of $353M 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 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.09B 100.0% | $3.93B 100.0% | $3.74B 100.0% | $3.56B 100.0% | $3.37B 100.0% | $2.18B 100.0% | $3.33B 100.0% | $2.63B 100.0% | $2.40B 100.0% | $2.20B 100.0% |
| Selling, General & Admin | $433.1M 10.6% | $427.2M 10.9% | $389.9M 10.4% | $374.0M 10.5% | $366.2M 10.9% | $350.4M 16.1% | $459.6M 13.8% | $369.3M 14.1% | $362.0M 15.1% | $322.3M 14.7% |
| Total Operating Expenses | $3.34B 81.7% | $3.00B 76.4% | $2.84B 75.9% | $2.57B 72.4% | $2.47B 73.3% | $2.16B 99.3% | $2.85B 85.8% | $1.37B 52.2% | $2.06B 85.7% | $1.94B 88.2% |
| Operating Income | $748.4M 18.3% | $927.8M 23.6% | $901.8M 24.1% | $981.2M 27.6% | $900.1M 26.7% | $14.3M 0.7% | $472.6M 14.2% | $355.3M 13.5% | $343.8M 14.3% | $260.4M 11.8% |
| Interest Expense | $157.6M 3.9% | $177.4M 4.5% | $171.2M 4.6% | $151.2M 4.3% | $199.4M 5.9% | $230.5M 10.6% | $237.5M 7.1% | $204.2M 7.8% | $173.1M 7.2% | $212.7M 9.7% |
| Interest & Investment Income | $4.8M 0.1% | $1.6M 0.0% | $23.9M 0.6% | $21.5M 0.6% | $1.8M 0.1% | $1.9M 0.1% | $1.9M 0.1% | $3.7M 0.1% | $1.8M 0.1% | $3.0M 0.1% |
| Other Income (Expense), net | $1.58B 38.6% | -$175.8M -4.5% | -$148.9M -4.0% | -$152.4M -4.3% | -$296.2M -8.8% | -$185.3M -8.5% | -$270.4M -8.1% | -$200.3M -7.6% | -$172.7M -7.2% | -$252.6M -11.5% |
| Pretax Income | $2.33B 56.9% | $752.0M 19.1% | $752.9M 20.1% | $828.8M 23.3% | $603.9M 17.9% | -$171.0M -7.9% | $202.1M 6.1% | $155.0M 5.9% | $171.1M 7.1% | $7.8M 0.4% |
| Income Tax Expense | $490.8M 12.0% | $174.1M 4.4% | $132.9M 3.6% | $189.4M 5.3% | $140.1M 4.2% | -$36.3M -1.7% | $44.5M 1.3% | $40.3M 1.5% | $3.1M 0.1% | -$199.9M -9.1% |
| Net Income | $1.84B 45.0% | $578.0M 14.7% | $620.0M 16.6% | $639.4M 18.0% | $463.8M 13.8% | -$134.7M -6.2% | $157.6M 4.7% | $115.0M 4.4% | $189.4M 7.9% | $420.2M 19.1% |
| Per Share | ||||||||||
| EPS (Basic) | $22.56 | $6.19 | $6.12 | $5.87 | $4.07 | $-1.19 | $1.39 | $1.01 | $1.65 | $3.67 |
| EPS (Diluted) | $22.56 | $6.19 | $6.12 | $5.87 | $4.07 | $-1.19 | $1.38 | $1.00 | $1.64 | $3.65 |
| Weighted Avg Shares (Basic) | 81.7M | 93.3M | 101.3M | 108.9M | 113.9M | 113.5M | 113.5M | 114.4M | 115.0M | 114.5M |
| Weighted Avg Shares (Diluted) | 81.7M | 93.3M | 101.4M | 109.0M | 114.1M | 113.5M | 113.9M | 115.1M | 115.6M | 115.2M |
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.
EOD close · as of 2026-09-17
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 18th 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
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
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 | 14.1 | 13.8 | 16.1 | 10.9 | 10.5 | 10.4 | 10.9 | 10.6 |
| Operating Income | 13.5 | 14.2 | 0.7 | 26.7 | 27.6 | 24.1 | 23.6 | 18.3 |
| Income Tax | 1.5 | 1.3 | -1.7 | 4.2 | 5.3 | 3.6 | 4.4 | 12.0 |
| Net Income | 4.4 | 4.7 | -6.2 | 13.8 | 18.0 | 16.6 | 14.7 | 45.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on BYD: 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 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.65T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.34T | 331.6× | 142.2× | 14.2× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $608.8B | 59.5× | 24.6× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $448.4B | 33.4× | 32.3× | 7.3× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $199.3B | 134.1× | — | 1.3× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $136.0B | 25.2× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $131.2B | 185.7× | 113.0× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $110.7B | 59.7× | 26.9× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $102.7B | — | 38.3× | 8.4× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $93.3B | 46.7× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $89.1B | 35.2× | 20.7× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $87.3B | 170.2× | 91.9× | 12.4× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $76.2B | 25.8× | 3.7× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $72.5B | 34.0× | 21.6× | 3.2× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $70.5B | 28.2× | 19.2× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.4B | 49.9× | 24.2× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $68.8B | 16.3× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $63.4B | 41.1× | 25.1× | 2.8× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $53.1B | — | 4.4× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.1B | 17.0× | — | 1.1× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $49.0B | 25.1× | 17.8× | 4.4× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.7× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $45.0B | 29.5× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| BYD | $5.8B | 3.4× | 7.1× | 1.4× | 4.1% | — | 45.0% | 70.7% | 39.6% | 1.9× | 395 |
Peers = companies sharing BYD's sector (Consumer Cyclical) 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.