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Held by 740 of 5,944 reporting institutions (98th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $314.70 today, the market must believe free cash flow compounds 3.7%/yr for a decade (off $982M normalized FCF).
The market's 3.7% is more conservative than its 9-yr track record.
2-stage DCF · 0.04B shares · net debt $1.8B
mean 30.8% · volatility σ 89% · implied rate exceeded in 4/9 yrs
Central path = implied 3.7%/yr growth; shaded band = ±1σ (89%) 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.
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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; 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.
The dividend is comfortably covered — only 19% of free cash flow, leaving room to grow it and fund buybacks. Last year: $181M dividends + $1.3B buybacks = $1.5B returned on $971M FCF.
9 consecutive years of dividend increases · 14%/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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 16%. 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).
Interest is easily covered by operating profit. Effective rate ~2.7% on $2.9B of debt.
Cash of $1.1B fully covers short-term debt of $5M.
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 2026-09-18
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 | $5.02B 100.0% | $5.00B 100.0% | $4.59B 100.0% | $5.45B 100.0% | $3.84B 100.0% | $3.97B 100.0% | $4.48B 100.0% | $4.11B 100.0% | $3.75B 100.0% | $3.43B 100.0% |
| Cost of Revenue | $3.23B 64.3% | $3.12B 62.3% | $2.95B 64.4% | $3.58B 65.8% | $2.74B 71.4% | $2.83B 71.3% | $3.18B 70.9% | $2.98B 72.6% | $2.70B 72.1% | $2.34B 68.3% |
| Gross Profit | — | — | $1.63B 35.6% | $1.87B 34.2% | — | — | $1.37B 30.6% | $1.17B 28.6% | $1.05B 27.9% | $1.16B 33.8% |
| Research & Development | $47.1M 0.9% | $35.4M 0.7% | $28.7M 0.6% | $19.0M 0.3% | $16.4M 0.4% | $45.4M 1.1% | $52.2M 1.2% | $45.5M 1.1% | $51.3M 1.4% | $45.4M 1.3% |
| Selling, General & Admin | $745.4M 14.8% | $722.8M 14.4% | $625.2M 13.6% | $623.5M 11.4% | $507.8M 13.2% | $603.2M 15.2% | $629.8M 14.0% | $582.6M 14.2% | $532.9M 14.2% | $495.4M 14.5% |
| Operating Income | $1.00B 20.0% | $1.14B 22.8% | $982.8M 21.4% | $1.20B 22.1% | $573.4M 14.9% | $487.8M 12.3% | $634.1M 14.1% | $510.0M 12.4% | $464.0M 12.4% | $404.2M 11.8% |
| Interest Expense | $78.5M 1.6% | $73.3M 1.5% | $75.6M 1.6% | $85.9M 1.6% | — | — | — | — | — | — |
| Interest & Investment Income | $25.9M 0.5% | $60.3M 1.2% | $20.1M 0.4% | $6.8M 0.1% | $1.1M 0.0% | $4.7M 0.1% | $7.9M 0.2% | $11.1M 0.3% | $500K 0.0% | — |
| Other Income (Expense), net | -$1.1M -0.0% | -$19.2M -0.4% | $3.1M 0.1% | -$2.0M -0.0% | -$4.4M -0.1% | -$2.9M -0.1% | -$900K -0.0% | -$9.7M -0.2% | -$1.5M -0.0% | $5.6M 0.2% |
| Pretax Income | $948.8M 18.9% | $1.11B 22.2% | $930.4M 20.3% | $1.12B 20.6% | $489.9M 12.8% | $404.2M 10.2% | $575.1M 12.8% | $446.9M 10.9% | $429.0M 11.4% | $379.2M 11.1% |
| Income Tax Expense | $206.3M 4.1% | $245.8M 4.9% | $211.5M 4.6% | $265.7M 4.9% | $104.3M 2.7% | $78.5M 2.0% | $117.3M 2.6% | $88.6M 2.2% | $88.4M 2.4% | $148.1M 4.3% |
| Net Income | $740.7M 14.8% | $1.31B 26.2% | $767.4M 16.7% | $924.0M 17.0% | $421.7M 11.0% | $320.1M 8.1% | $472.8M 10.5% | $611.1M 14.9% | $365.5M 9.7% | $250.1M 7.3% |
| Per Share | ||||||||||
| EPS (Basic) | $17.27 | $28.17 | $15.35 | $17.80 | $8.01 | $5.85 | $8.28 | $10.09 | $5.75 | $3.86 |
| EPS (Diluted) | $17.12 | $27.82 | $15.18 | $17.56 | $7.91 | $5.80 | $8.19 | $10.02 | $5.71 | $3.82 |
| Weighted Avg Shares (Basic) | 42.8M | 46.5M | 49.9M | 51.8M | 52.5M | 54.5M | 56.9M | 60.4M | 63.1M | 64.2M |
| Weighted Avg Shares (Diluted) | 43.2M | 47.1M | 50.4M | 52.5M | 53.2M | 55.0M | 57.5M | 60.8M | 63.6M | 64.9M |
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 651 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.37T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $376.4B | 43.0× | 30.0× | 5.6× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $329.6B | 38.6× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $260.4B | 39.1× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $200.6B | 79.9× | 40.4× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.0B | 37.0× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $179.9B | 48.6× | 32.1× | 5.6× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $165.7B | 23.3× | 15.9× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $164.8B | 40.6× | — | 6.0× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $122.1B | 24.8× | 16.0× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $121.1B | 34.8× | 27.3× | 6.1× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $107.9B | 24.8× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| TT | $95.7B | 33.1× | 23.6× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| GD | $95.5B | 22.9× | 16.8× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| VRT | $95.4B | 73.1× | 45.2× | 9.3× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $95.2B | 93.6× | 47.2× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $93.4B | 28.5× | — | 4.0× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $92.2B | 61.9× | 40.6× | 11.2× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| MMM | $88.0B | 27.6× | 16.9× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $87.6B | 30.6× | 14.1× | 6.2× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| WM | $85.1B | 31.5× | 11.9× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| EMR | $84.4B | 37.1× | — | 4.7× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $84.1B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| CTAS | $79.6B | 44.9× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| CSL | $12.9B | 18.4× | 12.2× | 2.6× | 0.3% | 35.7% | 14.8% | 41.3% | 15.8% | 2.4× | 740 |
Peers = companies sharing CSL's sector (Industrials) 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
No material risks flagged.
Where each multiple sits in its own 14-yr range · 70th 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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 72.6 | 70.9 | 71.3 | 71.4 | 65.8 | 64.4 | 62.3 | 64.3 |
| Gross Profit | 28.6 | 30.6 | — | — | 34.2 | 35.6 | — | — |
| R&D | 1.1 | 1.2 | 1.1 | 0.4 | 0.3 | 0.6 | 0.7 | 0.9 |
| SG&A | 14.2 | 14.0 | 15.2 | 13.2 | 11.4 | 13.6 | 14.4 | 14.8 |
| Operating Income | 12.4 | 14.1 | 12.3 | 14.9 | 22.1 | 21.4 | 22.8 | 20.0 |
| Income Tax | 2.2 | 2.6 | 2.0 | 2.7 | 4.9 | 4.6 | 4.9 | 4.1 |
| Net Income | 14.9 | 10.5 | 8.1 | 11.0 | 17.0 | 16.7 | 26.2 | 14.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CSL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.