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Held by 914 of 5,944 reporting institutions (99th 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/8 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 · book equity (no price)
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; 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.
Free-cash-flow coverage unavailable. Last year: $682M dividends + $141M buybacks = $823M returned.
1 consecutive years of dividend increases · 31%/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: 9%. 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 $114M is below the $250M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~5.4% on $3.8B of debt.
Cash of $114M is below short-term debt of $250M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
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.
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 | $7.64B 100.0% | $5.46B 100.0% | $5.91B 100.0% | $9.05B 100.0% | $3.45B 100.0% | $1.47B 100.0% | $2.07B 100.0% | $2.19B 100.0% | $1.76B 100.0% | $1.16B 100.0% |
| Selling, General & Admin | $323.0M 4.2% | $302.0M 5.5% | $291.0M 4.9% | $396.0M 4.4% | $270.0M 7.8% | $106.0M 7.2% | $95.0M 4.6% | $96.6M 4.4% | $97.8M 5.5% | $85.6M 7.4% |
| Total Operating Expenses | $5.20B 68.0% | $4.07B 74.6% | $3.77B 63.8% | $3.84B 42.4% | $1.88B 54.6% | $1.17B 79.8% | $1.19B 57.6% | $1.40B 64.0% | $1.80B 102.2% | $1.72B 148.5% |
| Operating Income | $2.45B 32.1% | $1.39B 25.4% | $2.15B 36.4% | $5.21B 57.6% | $1.56B 45.3% | $296.0M 20.2% | $956.0M 46.3% | $771.8M 35.3% | -$151.3M -8.6% | -$564.9M -48.9% |
| Interest Expense | $205.0M 2.7% | $106.0M 1.9% | $73.0M 1.2% | $80.0M 0.9% | $62.0M 1.8% | $49.0M 3.3% | — | — | — | — |
| Interest & Investment Income | $14.0M 0.2% | $62.0M 1.1% | $47.0M 0.8% | $10.0M 0.1% | $0 0.0% | — | — | — | — | — |
| Other Income (Expense), net | $2.0M 0.0% | $0 0.0% | $0 0.0% | $2.0M 0.0% | $0 0.0% | $0 0.0% | -$1.0M -0.0% | -$463K -0.0% | $5.0M 0.3% | -$1.6M -0.1% |
| Pretax Income | $2.26B 29.6% | $1.34B 24.6% | $2.13B 36.0% | $5.17B 57.1% | $1.50B 43.5% | $242.0M 16.5% | $900.0M 43.6% | $698.1M 31.9% | -$228.4M -12.9% | -$659.6M -57.1% |
| Income Tax Expense | $546.0M 7.1% | $224.0M 4.1% | $503.0M 8.5% | $1.10B 12.2% | $344.0M 10.0% | $41.0M 2.8% | $219.0M 10.6% | $141.1M 6.4% | -$328.8M -18.6% | -$242.5M -21.0% |
| Net Income | $1.72B 22.5% | $1.12B 20.5% | $1.63B 27.5% | $4.07B 44.9% | $1.16B 33.6% | $201.0M 13.7% | $681.0M 33.0% | — | — | — |
| Per Share | ||||||||||
| EPS (Basic) | $2.25 | $1.51 | $2.14 | $5.09 | $2.30 | $0.50 | $1.64 | $1.25 | $0.22 | $-0.91 |
| EPS (Diluted) | $2.24 | $1.50 | $2.13 | $5.08 | $2.29 | $0.50 | $1.63 | $1.24 | $0.22 | $-0.91 |
| Weighted Avg Shares (Basic) | 761.0M | 742.0M | 756.0M | 796.0M | 503.0M | 399.0M | 416.0M | 445.5M | 463.7M | 456.8M |
| Weighted Avg Shares (Diluted) | 764.0M | 745.0M | 760.0M | 799.0M | 504.0M | 401.0M | 418.0M | 447.6M | 465.6M | 456.8M |
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.
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
No current price collected.
No material risks flagged.
Where each multiple sits in its own 14-yr range
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
High operating leverage: profit moved 1.9× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 4.4 | 4.6 | 7.2 | 7.8 | 4.4 | 4.9 | 5.5 | 4.2 |
| Operating Income | 35.3 | 46.3 | 20.2 | 45.3 | 57.6 | 36.4 | 25.4 | 32.1 |
| Income Tax | 6.4 | 10.6 | 2.8 | 10.0 | 12.2 | 8.5 | 4.1 | 7.1 |
| Net Income | — | 33.0 | 13.7 | 33.6 | 44.9 | 27.5 | 20.5 | 22.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CTRA: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 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 |
| CTRA | — | — | — | — | 40.1% | — | 22.5% | 11.6% | 9.2% | 0.8× | 914 |
Peers = companies sharing CTRA'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.