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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.
No trend data available for this metric.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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 95 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $253.4B | 53.2× | 126.6× | 6.7× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $167.6B | 24.4× | — | 6.5× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $94.3B | 21.8× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $91.4B | 18.6× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $79.5B | 34.4× | 20.9× | 3.1× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $64.9B | 18.0× | 12.8× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $55.9B | 18.4× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.1B | 29.6× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $47.6B | 64.5× | 16.9× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| ETR | $45.1B | 26.1× | 13.0× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| XEL | $45.1B | 21.1× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| EXC | $43.0B | — | 11.0× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.1B | 18.7× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $34.7B | 16.5× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $33.6B | 21.4× | 14.5× | 3.4× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.3B | 19.1× | — | 3.2× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $26.5B | 23.9× | 10.1× | 5.2× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.2B | 25.7× | 6.8× | 1.7× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $25.9B | 21.5× | 11.2× | 5.5× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.4B | 14.8× | 9.9× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.0B | 21.0× | 12.3× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.0B | 23.9× | 12.6× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.3B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| CMS | $20.0B | 18.5× | 12.6× | 2.3× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| NRG | $19.7B | 25.9× | 9.7× | 0.6× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| CDZI | $296M | — | — | 18.2× | 69.8% | 31.6% | -209% | -147% | -35.6% | -3.0× | 137 |
Peers = companies sharing CDZI's sector (Utilities) 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.
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 data unavailable. 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.
Free-cash-flow coverage unavailable. Last year: $5M dividends + $0 buybacks = $5M returned on -$27M 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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -36%. 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 $9M is below the $40M 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. Effective rate ~11.8% on $73M of debt.
Cash of $9M fully covers short-term debt of $51000.
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 2026-09-18
Where each multiple sits in its own 14-yr range · 40th 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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | — | 0.0 | 137.7 | 145.0 | 76.0 | 68.4 |
| SG&A | 2591.4 | 2758.5 | 2202.2 | 3130.0 | 1022.1 | 944.1 | 253.4 | 180.7 |
| Operating Income | -2550.0 | -2718.6 | -2172.6 | -3105.0 | -1103.4 | -1051.7 | -242.0 | -156.9 |
| Income Tax | 1.4 | 1.4 | 1.3 | 1.8 | 0.5 | 0.6 | 0.1 | 0.1 |
| Net Income | -5971.1 | -6695.7 | -6990.2 | -5540.6 | -1651.7 | -1579.4 | -324.1 | -209.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CDZI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
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 | $16.3M 100.0% | $9.6M 100.0% | $2.0M 100.0% | $1.5M 100.0% | $564K 100.0% | $541K 100.0% | $441K 100.0% | $440K 100.0% | $437K 100.0% | $412K 100.0% |
| Cost of Revenue | $11.2M 68.4% | $7.3M 76.0% | $2.9M 145.0% | $2.1M 137.7% | $0 0.0% | — | — | — | — | — |
| Selling, General & Admin | $29.5M 180.7% | $24.3M 253.4% | $18.8M 944.1% | $15.3M 1022.1% | $17.7M 3130.0% | $11.9M 2202.2% | $12.2M 2758.5% | $11.4M 2591.4% | $12.8M 2929.7% | $9.3M 2264.6% |
| Total Operating Expenses | $41.9M 256.9% | $32.9M 342.0% | $22.9M 1151.7% | $18.1M 1203.4% | $18.1M 3205.0% | $12.3M 2272.6% | $12.4M 2818.6% | $11.7M 2650.0% | $13.1M 2992.4% | $9.6M 2335.4% |
| Operating Income | -$25.6M -156.9% | -$23.2M -242.0% | -$20.9M -1051.7% | -$16.6M -1103.4% | -$17.5M -3105.0% | -$11.8M -2172.6% | -$12.0M -2718.6% | -$11.2M -2550.0% | -$12.6M -2892.4% | -$9.2M -2235.4% |
| Interest Expense | $8.6M 52.6% | $7.9M 82.0% | $4.9M 248.3% | $8.3M 550.5% | $11.4M 2018.8% | $11.5M 2130.5% | $17.1M 3871.2% | $15.3M 3470.5% | $17.8M 4066.4% | — |
| Interest & Investment Income | — | — | — | — | $0 0.0% | $33K 6.1% | $226K 51.2% | $223K 50.7% | $51K 11.7% | — |
| Pretax Income | -$34.1M -209.3% | -$31.1M -324.0% | -$31.4M -1578.9% | -$24.8M -1653.9% | -$30.3M -5371.8% | -$35.6M -6588.0% | -$29.0M -6583.2% | -$26.3M -5969.8% | -$33.9M -7748.3% | -$26.3M -6392.0% |
| Income Tax Expense | $11K 0.1% | $11K 0.1% | $11K 0.6% | $7K 0.5% | $10K 1.8% | $7K 1.3% | $6K 1.4% | $6K 1.4% | $4K 0.9% | $4K 1.0% |
| Net Income | -$34.2M -209.3% | -$31.1M -324.1% | -$31.4M -1579.4% | -$24.8M -1651.7% | -$31.2M -5540.6% | -$37.8M -6990.2% | -$29.5M -6695.7% | -$26.3M -5971.1% | -$33.9M -7749.2% | -$26.3M -6393.0% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.48 | $-0.53 | $-0.56 | $-0.60 | $-0.84 | — | — | — | — | — |
| Weighted Avg Shares (Diluted) | — | — | — | — | — | 34K | 27K | 24.0M | 22.5M | 18.7M |
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