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Held by 467 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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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 rising 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: $318M dividends + $365M buybacks = $683M returned.
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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 0%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~5.4% on $1.5B of debt.
Cash vs short-term debt unavailable.
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
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 | FY2019 | FY2018 | FY2017 | FY2016 | FY2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.88B 100.0% | $5.25B 100.0% | $3.90B 100.0% | $3.65B 100.0% | $1.58B 100.0% | $1.93B 100.0% | $2.32B 100.0% | $1.29B 100.0% | $704.7M 100.0% | — |
| Cost of Revenue | $975.1M 20.0% | $1.41B 26.9% | $761.3M 19.5% | — | — | — | — | — | — | — |
| Selling, General & Admin | $126.3M 2.6% | $205.6M 3.9% | $126.3M 3.2% | $209.3M 5.7% | $80.7M 5.1% | $128.6M 6.7% | $121.3M 5.2% | $91.8M 7.1% | $89.3M 12.7% | $89.5M |
| Total Operating Expenses | $4.69B 96.1% | $4.17B 79.4% | $2.62B 67.3% | $2.07B 56.7% | $993.3M 62.9% | $2.02B 104.4% | $2.23B 96.1% | $1.15B 89.0% | $834.2M 118.4% | $903.9M |
| Operating Income | $197.4M 4.0% | $1.10B 20.9% | $1.27B 32.7% | $1.58B 43.4% | $809.4M 51.2% | -$90.2M -4.7% | $119.0M 5.1% | $144.0M 11.1% | -$130.8M -18.6% | -$114.2M |
| Interest Expense | $80.2M 1.6% | $56.5M 1.1% | $28.6M 0.7% | $29.3M 0.8% | $30.8M 1.9% | $159.3M 8.2% | $159.1M 6.9% | $146.8M 11.3% | $140.3M 19.9% | $149.6M |
| Other Income (Expense), net | $46.1M 0.9% | $12.4M 0.2% | $65.8M 1.7% | -$200.2M -5.5% | -$621.5M -39.3% | -$260.7M -13.5% | -$144.4M -6.2% | -$219.8M -17.0% | -$240.7M -34.2% | $57.8M |
| Pretax Income | $243.5M 5.0% | — | — | — | $188.0M 11.9% | -$350.9M -18.2% | -$25.3M -1.1% | -$75.9M -5.9% | -$371.6M -52.7% | -$56.4M |
| Income Tax Expense | $199.0M 4.1% | $263.8M 5.0% | $315.2M 8.1% | -$46.9M -1.3% | -$973K -0.1% | -$32.7M -1.7% | -$5.8M -0.3% | -$203.3M -15.7% | -$128.5M -18.2% | -$16.1M |
| Net Income | $44.5M 0.9% | $848.6M 16.2% | $1.02B 26.3% | $1.86B 50.9% | $319.6M 20.2% | -$128.2M -6.6% | -$35.3M -1.5% | $123.8M 9.6% | -$243.0M -34.5% | -$40.2M |
| Per Share | ||||||||||
| EPS (Basic) | $0.74 | $16.32 | $24.59 | $60.86 | $16.15 | $-0.41 | $-0.11 | $0.53 | $-1.32 | $-0.31 |
| EPS (Diluted) | $0.74 | $16.02 | $23.51 | $57.55 | $15.48 | $-0.41 | $-0.11 | $0.52 | $-1.32 | $-0.31 |
| Weighted Avg Shares (Basic) | 57.8M | 51.8M | 41.5M | 30.5M | 19.8M | 315.0M | 307.5M | 235.0M | 183.6M | 130.2M |
| Weighted Avg Shares (Diluted) | 57.9M | 52.7M | 43.4M | 32.3M | 20.6M | 315.0M | 307.5M | 237.9M | 183.6M | 130.2M |
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.
Ranked against 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| CHRD | $8.3B | 197.7× | 5.8× | 1.7× | -7.1% | 80.0% | 0.9% | 0.6% | 0.5% | 0.9× | 467 |
Peers = companies sharing CHRD's sector (Energy) 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 2026-09-17
No material risks flagged.
Where each multiple sits in its own 13-yr range · 82th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 13-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
High operating leverage: profit moved 11.5× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2017 | FY2018 | FY2019 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | — | — | — | 19.5 | 26.9 | 20.0 |
| SG&A | 7.1 | 5.2 | 6.7 | 5.1 | 5.7 | 3.2 | 3.9 | 2.6 |
| Operating Income | 11.1 | 5.1 | -4.7 | 51.2 | 43.4 | 32.7 | 20.9 | 4.0 |
| Income Tax | -15.7 | -0.3 | -1.7 | -0.1 | -1.3 | 8.1 | 5.0 | 4.1 |
| Net Income | 9.6 | -1.5 | -6.6 | 20.2 | 50.9 | 26.3 | 16.2 | 0.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHRD: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.