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Held by 466 of 5,944 reporting institutions (97th 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 $504.06 today, the market must believe free cash flow compounds 9.2%/yr for a decade (off $322M normalized FCF).
The market's 9.2% is more conservative than its 9-yr track record.
2-stage DCF · 0.01B shares · net debt -$75M
mean 23.4% · volatility σ 53% · implied rate exceeded in 3/9 yrs
Central path = implied 9.2%/yr growth; shaded band = ±1σ (53%) 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.
5/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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).
Comfortably covers interest.
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 10% of free cash flow, leaving room to grow it and fund buybacks. Last year: $32M dividends + $432M buybacks = $463M returned on $325M FCF.
9 consecutive years of dividend increases · 9%/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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 27%. 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 covers all $21M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2023-03-31 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
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 2026-09-18
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 | $2.53B 100.0% | $2.43B 100.0% | $2.26B 100.0% | $2.13B 100.0% | $2.14B 100.0% | $2.08B 100.0% | $1.94B 100.0% | $1.78B 100.0% | $1.67B 100.0% | $1.58B 100.0% |
| Cost of Revenue | $1.71B 67.5% | $1.58B 64.9% | $1.47B 64.7% | $1.37B 64.2% | $1.37B 64.0% | $1.38B 66.3% | $1.32B 68.2% | $1.23B 68.9% | $1.15B 69.0% | $1.12B 70.7% |
| Selling, General & Admin | $417.2M 16.5% | $424.4M 17.5% | $395.1M 17.4% | $358.7M 16.8% | $366.7M 17.1% | $330.2M 15.9% | $305.7M 15.8% | $271.2M 15.2% | $276.7M 16.6% | $243.6M 15.4% |
| Total Operating Expenses | $2.19B 86.6% | $2.06B 84.9% | $1.92B 85.0% | $1.79B 83.9% | $1.80B 84.0% | $1.69B 81.3% | $1.68B 86.7% | $1.54B 86.3% | $1.55B 93.2% | $1.40B 88.7% |
| Operating Income | $338.2M 13.4% | $366.5M 15.1% | $340.6M 15.0% | $343.5M 16.1% | $343.0M 16.0% | $389.7M 18.7% | $257.4M 13.3% | $243.6M 13.7% | $113.0M 6.8% | $178.7M 11.3% |
| Interest Expense | $1.8M 0.1% | $1.8M 0.1% | $3.1M 0.1% | $4.6M 0.2% | $1.9M 0.1% | $2.4M 0.1% | $4.5M 0.2% | $5.0M 0.3% | $4.3M 0.3% | $3.7M 0.2% |
| Other Income (Expense), net | $19.3M 0.8% | $34.8M 1.4% | $12.9M 0.6% | -$9.2M -0.4% | $9.1M 0.4% | $8.7M 0.4% | $8.8M 0.5% | $958K 0.1% | $8.2M 0.5% | $2.0M 0.1% |
| Pretax Income | $355.8M 14.1% | $399.5M 16.4% | $350.4M 15.5% | $329.7M 15.4% | $350.3M 16.4% | $396.0M 19.0% | $261.6M 13.5% | $239.6M 13.4% | $116.9M 7.0% | $177.1M 11.2% |
| Income Tax Expense | $90.5M 3.6% | $97.5M 4.0% | $77.9M 3.4% | $80.1M 3.7% | $81.8M 3.8% | $76.5M 3.7% | $41.7M 2.2% | $34.1M 1.9% | $18.7M 1.1% | $68.3M 4.3% |
| Net Income | $265K 0.0% | $302K 0.0% | $273K 0.0% | $250K 0.0% | $269K 0.0% | $319.5M 15.4% | $219.9M 11.3% | $205.5M 11.5% | $98.2M 5.9% | $108.7M 6.9% |
| Per Share | ||||||||||
| EPS (Basic) | $18.42 | $20.10 | $18.11 | $16.72 | $17.14 | $20.02 | $13.77 | $12.80 | $6.11 | $6.64 |
| EPS (Diluted) | $18.34 | $19.89 | $17.93 | $16.53 | $16.85 | $19.48 | $13.31 | $12.23 | $5.86 | $6.48 |
| Weighted Avg Shares (Basic) | 14.4M | 15.0M | 15.1M | 14.9M | 15.7M | 16.0M | 16.0M | 16.1M | 16.1M | 16.4M |
| Weighted Avg Shares (Diluted) | 14.5M | 15.2M | 15.2M | 15.1M | 15.9M | 16.4M | 16.5M | 16.8M | 16.7M | 16.8M |
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.
Ranked against 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $829.3B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.0B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $466.9B | 111.8× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $367.5B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $341.5B | 28.5× | 19.8× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.6B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $245.6B | 36.7× | 31.7× | 5.5× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $207.8B | 27.1× | 17.8× | 5.7× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $186.3B | 22.1× | 20.3× | 6.3× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.6B | 27.6× | 19.3× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.2B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $149.7B | 41.9× | 30.9× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $139.7B | 50.0× | 38.4× | 13.9× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $129.1B | 33.2× | 28.3× | 10.8× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $128.3B | 18.2× | — | 2.7× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $117.9B | 24.7× | 12.5× | 3.2× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $112.9B | 63.9× | 11.3× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $105.2B | 32.8× | 18.1× | 4.2× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.0B | 22.8× | 16.1× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.1B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $90.7B | 16.3× | 15.4× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.1B | 18.9× | 19.6× | 5.7× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.5B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| CHE | $7.3B | 27.5× | 17.8× | 2.9× | 4.1% | 32.5% | 10.5% | 27.1% | 27.1% | — | 466 |
Peers = companies sharing CHE's sector (Healthcare) 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.
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 2026-09-18
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 57th 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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 68.9 | 68.2 | 66.3 | 64.0 | 64.2 | 64.7 | 64.9 | 67.5 |
| SG&A | 15.2 | 15.8 | 15.9 | 17.1 | 16.8 | 17.4 | 17.5 | 16.5 |
| Operating Income | 13.7 | 13.3 | 18.7 | 16.0 | 16.1 | 15.0 | 15.1 | 13.4 |
| Income Tax | 1.9 | 2.2 | 3.7 | 3.8 | 3.7 | 3.4 | 4.0 | 3.6 |
| Net Income | 11.5 | 11.3 | 15.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.