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Held by 823 of 5,944 reporting institutions (98th 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 $158.87 today, the market must believe free cash flow compounds 12.9%/yr for a decade (off $821M normalized FCF).
The market's 12.9% is more optimistic than its 9-yr track record.
2-stage DCF · 0.12B shares · net debt $4.9B
mean 24.1% · volatility σ 127% · implied rate exceeded in 4/8 yrs
Central path = implied 12.9%/yr growth; shaded band = ±1σ (127%) 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.
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 2026-09-18
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 | $6.07B 100.0% | $5.68B 100.0% | $5.27B 100.0% | $5.12B 100.0% | $4.92B 100.0% | $4.13B 100.0% | $3.51B 100.0% | $3.41B 100.0% | $3.36B 100.0% | $3.14B 100.0% |
| Cost of Products | — | — | — | — | — | — | — | $1.44B 42.2% | $1.21B 36.0% | $1.11B 35.4% |
| Cost of Services | — | — | — | — | — | — | — | — | $1.21B 36.0% | $1.11B 35.4% |
| Selling, General & Admin | $1.61B 26.6% | $1.45B 25.5% | $1.39B 26.3% | $1.33B 25.9% | $1.32B 26.9% | $1.32B 32.0% | $1.99B 56.7% | $1.21B 35.6% | $1.03B 30.7% | $941.0M 29.9% |
| Total Operating Expenses | $4.98B 82.0% | $4.64B 81.7% | $4.33B 82.3% | $4.07B 79.4% | $3.79B 76.9% | $3.45B 83.6% | $3.84B 109.6% | $2.96B 86.9% | $2.53B 75.3% | $2.32B 73.8% |
| Operating Income | $1.10B 18.0% | $1.04B 18.3% | $933.6M 17.7% | $1.06B 20.6% | $1.14B 23.1% | $676.6M 16.4% | -$335.4M -9.6% | $448.0M 13.1% | $831.7M 24.7% | $825.1M 26.2% |
| Interest Expense | $212.3M 3.5% | $229.1M 4.0% | $241.4M 4.6% | $183.0M 3.6% | $145.6M 3.0% | $141.6M 3.4% | $111.7M 3.2% | $103.5M 3.0% | $92.8M 2.8% | $92.1M 2.9% |
| Other Income (Expense), net | $12.0M 0.2% | -$2.5M -0.0% | $25.7M 0.5% | $56.7M 1.1% | -$43.2M -0.9% | $150.2M 3.6% | $33.3M 0.9% | $25.9M 0.8% | $7.7M 0.2% | -$4.8M -0.2% |
| Pretax Income | $894.9M 14.7% | $810.5M 14.3% | $717.9M 13.6% | $929.7M 18.2% | $949.2M 19.3% | $685.2M 16.6% | -$413.8M -11.8% | $370.4M 10.9% | $746.6M 22.2% | $728.2M 23.2% |
| Income Tax Expense | $230.6M 3.8% | $203.2M 3.6% | $166.2M 3.2% | $229.5M 4.5% | $200.7M 4.1% | $159.0M 3.9% | -$35.7M -1.0% | $53.4M 1.6% | $148.6M 4.4% | $233.1M 7.4% |
| Net Income | $660.3M 10.9% | $604.1M 10.6% | $545.3M 10.4% | $696.2M 13.6% | $744.2M 15.1% | $520.1M 12.6% | -$384.1M -11.0% | $310.5M 9.1% | $587.3M 17.5% | $488.8M 15.5% |
| Per Share | ||||||||||
| EPS (Basic) | $5.36 | $4.88 | $4.44 | $5.69 | $6.11 | $4.28 | $-3.18 | $2.58 | $4.89 | $4.10 |
| EPS (Diluted) | $5.32 | $4.84 | $4.40 | $5.65 | $6.02 | $4.24 | $-3.15 | $2.56 | $4.83 | $4.04 |
| Weighted Avg Shares (Basic) | 123.2M | 123.8M | 122.9M | 122.4M | 121.9M | 121.5M | 120.9M | 120.4M | 120.1M | 119.3M |
| Weighted Avg Shares (Diluted) | 124.1M | 124.9M | 123.9M | 123.3M | 123.6M | 122.8M | 122.0M | 121.4M | 121.5M | 121.1M |
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.
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 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.
The dividend is comfortably covered — only 21% of free cash flow, leaving room to grow it and fund buybacks. Last year: $233M dividends + $928M buybacks = $1.2B returned on $1.1B FCF.
2 consecutive years of dividend increases · 4%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 7%. 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 $181M is below the $1.0B 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).
Coverage is adequate but not comfortable. Effective rate ~4.2% on $5.1B of debt.
Cash of $181M is below short-term debt of $1.0B — 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.
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
Where each multiple sits in its own 14-yr range · 29th 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
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 | 35.6 | 56.7 | 32.0 | 26.9 | 25.9 | 26.3 | 25.5 | 26.6 |
| Operating Income | 13.1 | -9.6 | 16.4 | 23.1 | 20.6 | 17.7 | 18.3 | 18.0 |
| Income Tax | 1.6 | -1.0 | 3.9 | 4.1 | 4.5 | 3.2 | 3.6 | 3.8 |
| Net Income | 9.1 | -11.0 | 12.6 | 15.1 | 13.6 | 10.4 | 10.6 | 10.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EFX: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 |
| EFX | $19.1B | 29.9× | 13.2× | 3.1× | 6.9% | — | 10.9% | 14.3% | 6.8% | 2.8× | 823 |
Peers = companies sharing EFX'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.