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Held by 280 of 5,944 reporting institutions (94th 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 $72.82 today, the market must believe free cash flow compounds 15.6%/yr for a decade (off $100M normalized FCF).
2-stage DCF · 0.05B shares · net debt -$145M
mean -4.3% · volatility σ 124% · implied rate exceeded in 3/9 yrs
Central path = implied 15.6%/yr growth; shaded band = ±1σ (124%) 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.
1/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. 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.
Free-cash-flow coverage unavailable. Last year: $127M dividends + $28M buybacks = $155M returned on -$126M FCF.
3 consecutive years of dividend increases · 5%/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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
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. Educational — not a recommendation.
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
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 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $556.1M 100.0% | $517.4M 100.0% | $489.6M 100.0% | $566.9M 100.0% | $583.8M 100.0% | $427.5M 100.0% | $410.8M 100.0% | $381.1M 100.0% | $378.7M 100.0% | $349.9M 100.0% |
| Selling, General & Admin | $71.2M 12.8% | $60.1M 11.6% | $66.7M 13.6% | $54.8M 9.7% | $48.0M 8.2% | $56.3M 13.2% | $47.6M 11.6% | $48.3M 12.7% | $42.2M 11.1% | $43.0M 12.3% |
| Total Operating Expenses | $378.4M 68.0% | $344.5M 66.6% | $325.2M 66.4% | $351.0M 61.9% | $323.5M 55.4% | $332.5M 77.8% | $250.7M 61.0% | $234.1M 61.4% | $223.9M 59.1% | $216.0M 61.7% |
| Operating Income | $177.7M 32.0% | $172.9M 33.4% | $164.5M 33.6% | $215.9M 38.1% | $260.4M 44.6% | $95.1M 22.2% | $160.1M 39.0% | $147.0M 38.6% | $154.7M 40.9% | $135.5M 38.7% |
| Other Income (Expense), net | $26.9M 4.8% | $36.7M 7.1% | $15.8M 3.2% | -$19.0M -3.4% | $21.6M 3.7% | -$1.7M -0.4% | $27.4M 6.7% | -$3.3M -0.9% | $5.7M 1.5% | $7.9M 2.3% |
| Pretax Income | $204.6M 36.8% | $209.5M 40.5% | $180.3M 36.8% | $196.9M 34.7% | $281.9M 48.3% | $93.4M 21.8% | $187.5M 45.7% | $143.8M 37.7% | $160.4M 42.4% | $143.4M 41.0% |
| Income Tax Expense | — | $46.7M 9.0% | $43.6M 8.9% | $47.4M 8.4% | $55.8M 9.6% | $18.2M 4.3% | $40.6M 9.9% | $34.3M 9.0% | $67.9M 17.9% | $50.6M 14.5% |
| Net Income | $153.2M 27.6% | $151.3M 29.2% | $129.0M 26.4% | $171.0M 30.2% | $211.4M 36.2% | $76.6M 17.9% | $134.6M 32.8% | $113.9M 29.9% | $91.9M 24.3% | $92.9M 26.6% |
| Per Share | ||||||||||
| EPS (Basic) | $2.99 | $3.00 | $2.62 | $3.51 | $4.38 | $1.60 | $2.85 | $2.43 | $1.98 | $2.02 |
| EPS (Diluted) | $2.97 | $2.97 | $2.60 | $3.47 | $4.31 | $1.57 | $2.79 | $2.40 | $1.96 | $2.00 |
| Weighted Avg Shares (Basic) | 51.2M | 50.4M | 49.3M | 48.8M | 48.3M | 47.8M | 47.3M | 46.8M | 46.4M | 46.0M |
| Weighted Avg Shares (Diluted) | 51.5M | 50.9M | 49.6M | 49.3M | 49.1M | 48.7M | 48.3M | 47.4M | 47.0M | 46.4M |
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.
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 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| CNS | $3.7B | 24.5× | 19.0× | 6.7× | 7.5% | — | 27.6% | 27.3% | 27.3% | — | 280 |
Peers = companies sharing CNS's sector (Financial Services) 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.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 66th 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
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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 12.7 | 11.6 | 13.2 | 8.2 | 9.7 | 13.6 | 11.6 | 12.8 |
| Operating Income | 38.6 | 39.0 | 22.2 | 44.6 | 38.1 | 33.6 | 33.4 | 32.0 |
| Income Tax | 9.0 | 9.9 | 4.3 | 9.6 | 8.4 | 8.9 | 9.0 | — |
| Net Income | 29.9 | 32.8 | 17.9 | 36.2 | 30.2 | 26.4 | 29.2 | 27.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CNS: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.