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Held by 442 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $74.09 today, the market must believe free cash flow compounds -9.5%/yr for a decade (off $565M normalized FCF).
The market's -9.5% is more conservative than its 8-yr track record.
2-stage DCF · 0.05B shares (market data) · net debt -$107M
mean 181.8% · volatility σ 545% · implied rate exceeded in 2/6 yrs
Central path = implied -9.5%/yr growth; shaded band = ±1σ (545%) 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.
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 | FY2025 | FY2024 | FY2022 | FY2021 | FY2020 | FY2020 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.91B 100.0% | $4.26B 100.0% | $2.33B 100.0% | $3.15B 100.0% | $1.78B 100.0% | $1.35B 100.0% | $1.35B 100.0% | $1.36B 100.0% | $1.50B 100.0% | $1.07B 100.0% |
| Cost of Revenue | $2.24B 76.9% | $2.41B 56.6% | $1.78B 76.7% | $1.95B 62.0% | $1.44B 81.0% | $1.19B 88.1% | $1.17B 86.7% | $1.14B 83.6% | $1.14B 76.0% | $1.03B 95.8% |
| Cost of Products | — | — | — | — | — | — | — | — | $1.14B 76.0% | $1.03B 95.8% |
| Gross Profit | $672.0M 23.1% | $1.85B 43.4% | $541.6M 23.3% | $1.20B 38.0% | $337.1M 19.0% | $160.7M 11.9% | $179.6M 13.3% | $222.9M 16.4% | $361.0M 24.0% | $45.5M 4.2% |
| Selling, General & Admin | $329.3M 11.3% | $314.4M 7.4% | $252.6M 10.9% | $232.2M 7.4% | $198.6M 11.2% | $183.9M 13.6% | $178.2M 13.2% | $177.0M 13.0% | $179.3M 11.9% | $176.0M 16.4% |
| Operating Income | $350.2M 12.0% | $1.54B 36.1% | $312.5M 13.4% | $967.7M 30.8% | $143.5M 8.1% | -$26.3M -1.9% | $1.3M 0.1% | $45.8M 3.4% | $100.5M 6.7% | -$134.1M -12.5% |
| Interest Expense | — | $612K 0.0% | $549K 0.0% | $583K 0.0% | $403K 0.0% | $213K 0.0% | $498K 0.0% | $644K 0.0% | $265K 0.0% | $318K 0.0% |
| Interest & Investment Income | $46.2M 1.6% | $48.1M 1.1% | $31.7M 1.4% | $18.6M 0.6% | $988K 0.1% | $2.8M 0.2% | $5.0M 0.4% | $8.0M 0.6% | — | — |
| Other Income (Expense), net | $60.8M 2.1% | $66.6M 1.6% | $47.5M 2.0% | $30.8M 1.0% | $22.5M 1.3% | $16.3M 1.2% | $18.8M 1.4% | $25.0M 1.8% | $16.8M 1.1% | $19.9M 1.8% |
| Pretax Income | $411.0M 14.1% | $1.60B 37.6% | $360.0M 15.5% | $998.5M 31.7% | $166.0M 9.3% | -$9.9M -0.7% | $20.1M 1.5% | $70.8M 5.2% | $117.3M 7.8% | -$114.3M -10.6% |
| Income Tax Expense | $92.9M 3.2% | $384.9M 9.0% | $83.7M 3.6% | $241.8M 7.7% | $33.6M 1.9% | -$12.0M -0.9% | $1.7M 0.1% | $15.7M 1.2% | -$8.9M -0.6% | -$39.9M -3.7% |
| Net Income | $316.7M 10.9% | $1.22B 28.6% | $277.9M 11.9% | $758.0M 24.1% | $132.7M 7.5% | $2.1M 0.2% | $18.4M 1.4% | $54.2M 4.0% | $125.9M 8.4% | -$74.3M -6.9% |
| Per Share | ||||||||||
| EPS (Basic) | $6.65 | $25.04 | $5.70 | $15.58 | $2.73 | $0.04 | $0.38 | $1.12 | $2.60 | $-1.54 |
| EPS (Diluted) | $6.63 | $24.95 | $5.69 | $15.52 | $2.72 | $0.04 | $0.38 | $1.12 | $2.60 | $-1.54 |
| Weighted Avg Shares (Basic) | 47.6M | 48.7M | 48.7M | 48.6M | 48.6M | 48.5M | 48.5M | 48.5M | 48.4M | 48.4M |
| Weighted Avg Shares (Diluted) | 47.8M | 48.9M | 48.9M | 48.8M | 48.7M | 48.7M | 48.6M | 48.6M | 48.5M | 48.4M |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/7 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
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).
Coverage data unavailable.
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 takes 71% of free cash flow — sustainable but with limited headroom. Last year: $232M dividends + $0 buybacks = $232M returned on $329M 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.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 12%. 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 $107M covers all $6M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2018-06-02 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Interest last disclosed in FY2025 (no longer broken out).
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 material risks flagged.
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
High operating leverage: profit moved 2.4× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2020 | FY2021 | FY2022 | FY2024 | FY2025 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 83.6 | 86.7 | 88.1 | 81.0 | 62.0 | 76.7 | 56.6 | 76.9 |
| Gross Profit | 16.4 | 13.3 | 11.9 | 19.0 | 38.0 | 23.3 | 43.4 | 23.1 |
| SG&A | 13.0 | 13.2 | 13.6 | 11.2 | 7.4 | 10.9 | 7.4 | 11.3 |
| Operating Income | 3.4 | 0.1 | -1.9 | 8.1 | 30.8 | 13.4 | 36.1 | 12.0 |
| Income Tax | 1.2 | 0.1 | -0.9 | 1.9 | 7.7 | 3.6 | 9.0 | 3.2 |
| Net Income | 4.0 | 1.4 | 0.2 | 7.5 | 24.1 | 11.9 | 28.6 | 10.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CALM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 229 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $852.5B | 39.1× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.2B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.9B | 29.0× | 24.9× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $346.8B | 22.7× | 16.4× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $296.4B | 26.2× | 17.3× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.0B | 22.3× | 14.9× | 1.9× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $116.7B | 16.9× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.3B | 32.8× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $72.4B | 19.7× | 10.5× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $70.3B | 33.4× | 19.6× | 3.5× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.5B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $42.7B | 20.5× | 14.3× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| ADM | $42.6B | 39.5× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| FMX | $41.0B | — | — | — | — | — | — | — | — | — | 290 |
| JBS | $39.7B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.6B | 39.5× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.6B | 21.2× | 9.7× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| KVUE | $34.2B | 23.5× | 11.7× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| HSY | $34.1B | — | 20.1× | 2.9× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $33.8B | — | 768.2× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.5B | 18.2× | 8.1× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.1B | 31.5× | 18.8× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
| CALM | $3.5B | 11.2× | 7.1× | 1.2× | -31.7% | 23.1% | 10.9% | 12.0% | 12.0% | — | 442 |
Peers = companies sharing CALM's sector (Consumer Defensive) 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.