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Strong institutional distribution: ownership decreased -28.27% quarter-over-quarter.
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.
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.
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$67M 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 8 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: -78%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 8 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~9.1% on $261M of debt.
Cash of $142M fully covers short-term debt of $32M.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-09-17
Is the profit real, and how strong is the balance sheet?
FY2026 · 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 12.1× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2021 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 87.5 | — | 77.5 | 77.8 | 81.6 | 94.1 | 75.9 | 69.5 |
| Gross Profit | 12.5 | — | 22.5 | 22.2 | 18.4 | 5.9 | 24.1 | 30.5 |
| R&D | 48.1 | — | 51.2 | 60.2 | 41.6 | 43.6 | 33.9 | 33.9 |
| SG&A | 16.6 | — | 17.7 | 33.8 | 19.3 | 21.5 | 19.5 | 23.3 |
| Operating Income | -91.6 | — | -82.6 | -110.1 | -73.0 | -88.8 | -60.7 | -51.1 |
| Income Tax | 0.2 | — | 0.1 | -1.2 | -0.5 | -0.0 | 1.0 | 1.0 |
| Net Income | -93.0 | — | -134.5 | -54.9 | -73.7 | -90.3 | -66.4 | -53.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHPT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $411.2M 100.0% | $417.1M 100.0% | $506.6M 100.0% | $468.1M 100.0% | $241.0M 100.0% | $146.5M 100.0% | — | $144.5M 100.0% |
| Cost of Revenue | $285.6M 69.5% | $316.4M 75.9% | $476.5M 94.1% | $382.2M 81.6% | $187.5M 77.8% | $113.5M 77.5% | — | $126.5M 87.5% |
| Gross Profit | $125.6M 30.5% | $100.7M 24.1% | $30.1M 5.9% | $85.9M 18.4% | $53.5M 22.2% | $32.9M 22.5% | — | $18.0M 12.5% |
| Research & Development | $139.3M 33.9% | $141.3M 33.9% | $220.8M 43.6% | $195.0M 41.6% | $145.0M 60.2% | $75.0M 51.2% | — | $69.5M 48.1% |
| Selling, General & Admin | $95.7M 23.3% | $81.5M 19.5% | $109.1M 21.5% | $90.4M 19.3% | $81.4M 33.8% | $25.9M 17.7% | $5.7M | $23.9M 16.6% |
| Total Operating Expenses | $335.7M 81.6% | $353.7M 84.8% | $480.1M 94.8% | $427.7M 91.4% | $319.0M 132.4% | $153.9M 105.1% | — | $150.4M 104.1% |
| Operating Income | -$210.1M -51.1% | -$253.0M -60.7% | -$450.0M -88.8% | -$341.8M -73.0% | -$265.4M -110.1% | -$121.0M -82.6% | -$5.9M | -$132.4M -91.6% |
| Interest Expense | $23.9M 5.8% | $24.7M 5.9% | $16.3M 3.2% | $9.4M 2.0% | $1.5M 0.6% | $3.3M 2.2% | — | $3.5M 2.5% |
| Interest & Investment Income | $4.5M 1.1% | $8.3M 2.0% | $9.6M 1.9% | $5.5M 1.2% | $98K 0.0% | $315K 0.2% | — | $3.2M 2.2% |
| Other Income (Expense), net | $2.1M 0.5% | -$3.4M -0.8% | -$1.0M -0.2% | -$1.6M -0.3% | -$2.8M -1.2% | $229K 0.2% | — | -$565K -0.4% |
| Pretax Income | -$216.1M -52.6% | -$272.7M -65.4% | -$457.6M -90.3% | -$347.3M -74.2% | -$135.2M -56.1% | -$196.8M -134.4% | -$315.1M | -$134.1M -92.8% |
| Income Tax Expense | $4.0M 1.0% | $4.4M 1.0% | -$21K -0.0% | -$2.2M -0.5% | -$2.9M -1.2% | $198K 0.1% | $202K | $224K 0.2% |
| Net Income | -$220.2M -53.5% | -$277.1M -66.4% | -$457.6M -90.3% | -$345.1M -73.7% | -$132.2M -54.9% | -$197.0M -134.5% | -$315.3M | -$134.3M -93.0% |
| Per Share | ||||||||
| EPS (Basic) | $-9.41 | $-12.78 | $-24.37 | $-1.02 | $-1.01 | $-18.14 | — | $-15.10 |
| EPS (Diluted) | $-9.41 | $-12.78 | $-24.37 | $-1.02 | $-1.49 | $-18.14 | — | $-15.10 |
| Weighted Avg Shares (Basic) | 23.4M | 21.7M | 18.8M | 338.5M | 297.4M | 15.1M | — | 8.9M |
| Weighted Avg Shares (Diluted) | 23.4M | 21.7M | 18.8M | 338.5M | 302.5M | 15.1M | — | 8.9M |
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
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 | $2.70T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.37T | 339.1× | 145.5× | 14.5× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $614.2B | 60.0× | 24.8× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $442.6B | 32.9× | 31.9× | 7.2× | 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 | $201.7B | 135.7× | — | 1.4× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $140.1B | 26.0× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $132.7B | 187.9× | 114.3× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $109.9B | 59.3× | 26.8× | 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 | $101.7B | — | 37.9× | 8.3× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $92.5B | 46.3× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $88.8B | 35.1× | 20.6× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $86.3B | 168.2× | 90.8× | 12.3× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $78.3B | 26.5× | 3.9× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $74.0B | 34.7× | 22.0× | 3.3× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $71.5B | 28.6× | 19.5× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $69.7B | 49.4× | 24.0× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $67.7B | 16.0× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $62.0B | 40.2× | 24.6× | 2.7× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $54.2B | — | 4.5× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.9B | 17.3× | — | 1.2× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $50.7B | 26.0× | 18.4× | 4.6× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.6× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $44.8B | 29.4× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| CHPT | $241M | — | — | 0.6× | -1.4% | 30.5% | -53.5% | -1034% | -78.0% | -1.4× | 150 |
Peers = companies sharing CHPT'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.