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Held by 230 of 5,944 reporting institutions (93th 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
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 | $767.0M 100.0% | $781.9M 100.0% | $797.2M 100.0% | $833.6M 100.0% | $993.3M 100.0% | $894.5M 100.0% | $874.7M 100.0% | $963.0M 100.0% | $1.00B 100.0% | $983.5M 100.0% |
| Cost of Products | — | — | — | — | — | — | — | $258.5M 26.8% | $240.9M 24.0% | $226.2M 23.0% |
| Cost of Services | — | — | — | — | — | — | — | $328.8M 34.1% | $328.7M 32.7% | $297.1M 30.2% |
| Selling, General & Admin | $277.9M 36.2% | $290.9M 37.2% | $282.1M 35.4% | $264.0M 31.7% | $307.7M 31.0% | $264.8M 29.6% | $205.8M 23.5% | $258.2M 26.8% | $236.2M 23.5% | $209.8M 21.3% |
| Operating Income | $141.1M 18.4% | $136.6M 17.5% | $110.0M 13.8% | $145.0M 17.4% | $219.3M 22.1% | $3.6M 0.4% | $78.5M 9.0% | $121.1M 12.6% | $95.7M 9.5% | $105.0M 10.7% |
| Interest Expense | $12.9M 1.7% | $12.9M 1.6% | $15.8M 2.0% | $9.2M 1.1% | $26.6M 2.7% | $22.8M 2.5% | $38.1M 4.4% | $36.7M 3.8% | $42.9M 4.3% | $11.7M 1.2% |
| Other Income (Expense), net | -$2.3M -0.3% | $1.4M 0.2% | $7.8M 1.0% | $3.5M 0.4% | $5.1M 0.5% | $1.7M 0.2% | $11.7M 1.3% | $18.3M 1.9% | $3.4M 0.3% | $1.0M 0.1% |
| Pretax Income | $43.1M 5.6% | $125.1M 16.0% | $102.0M 12.8% | $139.3M 16.7% | $197.8M 19.9% | -$17.5M -2.0% | $52.1M 6.0% | $102.7M 10.7% | $56.2M 5.6% | $94.3M 9.6% |
| Income Tax Expense | $10.7M 1.4% | $32.7M 4.2% | $19.8M 2.5% | $36.8M 4.4% | $51.9M 5.2% | $8.4M 0.9% | $14.5M 1.7% | $29.1M 3.0% | $46.5M 4.6% | $35.2M 3.6% |
| Net Income | $32.4M 4.2% | $92.4M 11.8% | $82.2M 10.3% | $102.5M 12.3% | $145.9M 14.7% | -$25.9M -2.9% | $37.6M 4.3% | $73.6M 7.6% | $9.7M 1.0% | $59.1M 6.0% |
| Per Share | ||||||||||
| EPS (Basic) | $1.18 | $3.16 | $2.81 | $3.33 | $4.36 | $-0.76 | $1.10 | $2.18 | $0.29 | $1.81 |
| EPS (Diluted) | $1.15 | $3.06 | $2.69 | $3.17 | $4.14 | $-0.76 | $1.10 | $2.16 | $0.29 | $1.80 |
| Weighted Avg Shares (Basic) | 27.5M | 29.2M | 29.3M | 30.8M | 33.5M | 33.9M | 34.1M | 33.8M | 33.1M | 32.6M |
| Weighted Avg Shares (Diluted) | 28.2M | 30.2M | 30.6M | 32.3M | 35.2M | 33.9M | 34.3M | 34.0M | 33.3M | 32.8M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $48.02 today, the market must believe free cash flow compounds 3.8%/yr for a decade (off $92M normalized FCF).
The market's 3.8% is in line with its 9-yr track record.
2-stage DCF · 0.03B shares · net debt $147M
mean 116.2% · volatility σ 397% · implied rate exceeded in 3/9 yrs
Central path = implied 3.8%/yr growth; shaded band = ±1σ (397%) 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.
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
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
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.
No dividend to cover. Last year: $0 dividends + $185M buybacks = $185M returned on $108M 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 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: 6%. 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 $25M covers the $0 due within a year 24500000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2018-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~7.5% on $171M of debt.
Cash of $25M fully covers short-term debt of $6M.
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.
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 | $692.5B | — | — | 17.3× | 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 | $269.2B | 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 | $189.7B | 22.6× | — | 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 | $168.5B | — | — | — | — | — | — | — | — | — | 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 | $121.5B | 27.8× | 17.4× | 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 | $95.6B | 12.9× | — | 3.3× | 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 |
| DFIN | $1.2B | 41.8× | 9.4× | 1.6× | -1.9% | — | 4.2% | 8.5% | 5.9% | 1.2× | 230 |
Peers = companies sharing DFIN'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 10-yr range · 65th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 10-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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 26.8 | 23.5 | 29.6 | 31.0 | 31.7 | 35.4 | 37.2 | 36.2 |
| Operating Income | 12.6 | 9.0 | 0.4 | 22.1 | 17.4 | 13.8 | 17.5 | 18.4 |
| Income Tax | 3.0 | 1.7 | 0.9 | 5.2 | 4.4 | 2.5 | 4.2 | 1.4 |
| Net Income | 7.6 | 4.3 | -2.9 | 14.7 | 12.3 | 10.3 | 11.8 | 4.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on DFIN: 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.