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Held by 800 of 5,944 reporting institutions (98th percentile) — extremely crowded.
Data as of Q1 2026
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Ranked against 229 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $858.2B | 39.4× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.1B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.1B | 28.9× | 24.8× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $345.5B | 22.6× | 16.3× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $298.3B | 26.4× | 17.4× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.9B | 22.4× | 15.0× | 2.0× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $117.4B | 17.0× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.7B | 33.0× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $70.0B | 19.0× | 10.2× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $69.7B | 33.1× | 19.4× | 3.4× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.6B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $43.2B | 20.8× | 14.5× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| FMX | $41.2B | — | — | — | — | — | — | — | — | — | 290 |
| ADM | $41.1B | 38.1× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| JBS | $40.2B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.9B | 39.7× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.4B | 21.1× | 9.6× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| HSY | $34.6B | — | 20.3× | 3.0× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $34.4B | — | 782.5× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KVUE | $34.2B | 23.5× | 11.6× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.1B | 18.0× | 8.0× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.2B | 31.6× | 18.9× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
Peers = companies sharing EL's sector (Consumer Defensive) 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 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 | $14.33B 100.0% | $15.61B 100.0% | $15.91B 100.0% | $17.74B 100.0% | $16.21B 100.0% | $14.29B 100.0% | $14.86B 100.0% | $13.68B 100.0% | $11.82B 100.0% | $11.26B 100.0% |
| Cost of Revenue | $3.73B 26.0% | $4.42B 28.3% | $4.56B 28.7% | $4.30B 24.3% | $3.83B 23.6% | $3.55B 24.8% | $3.39B 22.8% | $2.84B 20.8% | $2.43B 20.6% | $2.18B 19.4% |
| Gross Profit | $10.60B 74.0% | $11.18B 71.7% | $11.35B 71.3% | $13.43B 75.7% | $12.38B 76.4% | $10.74B 75.2% | $11.48B 77.2% | $10.84B 79.2% | $9.39B 79.4% | $9.08B 80.6% |
| Selling, General & Admin | $9.46B 66.0% | $9.62B 61.6% | $9.57B 60.2% | $9.89B 55.7% | $9.37B 57.8% | $8.64B 60.4% | $8.86B 59.6% | $8.55B 62.5% | $7.46B 63.1% | $7.34B 65.2% |
| Total Operating Expenses | $11.38B 79.4% | $10.21B 65.4% | $9.84B 61.8% | $10.26B 57.9% | $9.76B 60.2% | $10.14B 70.9% | $9.16B 61.6% | $8.78B 64.2% | $7.69B 65.0% | $7.47B 66.3% |
| Operating Income | -$785.0M -5.5% | $970.0M 6.2% | $1.51B 9.5% | $3.17B 17.9% | $2.62B 16.1% | $606.0M 4.2% | $2.31B 15.6% | $2.06B 15.0% | $1.70B 14.4% | $1.61B 14.3% |
| Interest Expense | $357.0M 2.5% | $378.0M 2.4% | $255.0M 1.6% | $167.0M 0.9% | $173.0M 1.1% | $161.0M 1.1% | $133.0M 0.9% | $128.0M 0.9% | $103.0M 0.9% | $71.0M 0.6% |
| Pretax Income | -$1.04B -7.3% | $772.0M 4.9% | $1.40B 8.8% | $3.04B 17.1% | $3.33B 20.5% | $1.05B 7.3% | $2.31B 15.5% | $1.98B 14.5% | $1.62B 13.7% | $1.55B 13.8% |
| Income Tax Expense | $93.0M 0.6% | $363.0M 2.3% | $387.0M 2.4% | $628.0M 3.5% | $456.0M 2.8% | $350.0M 2.4% | $513.0M 3.5% | $863.0M 6.3% | $361.0M 3.1% | $434.0M 3.9% |
| Net Income | -$1.13B -7.9% | $409.0M 2.6% | $1.01B 6.3% | $2.41B 13.6% | $2.88B 17.7% | $684.0M 4.8% | $1.78B 12.0% | $1.11B 8.1% | $1.25B 10.6% | $1.11B 9.9% |
| Per Share | ||||||||||
| EPS (Basic) | $-3.15 | $1.09 | $2.81 | $6.64 | $7.91 | $1.90 | $4.91 | $3.01 | $3.40 | $3.01 |
| EPS (Diluted) | $-3.15 | $1.08 | $2.79 | $6.55 | $7.79 | $1.86 | $4.82 | $2.95 | $3.35 | $2.96 |
| Weighted Avg Shares (Basic) | 360.1M | 359.0M | 357.9M | 360.0M | 362.9M | 360.6M | 363.5M | 368.0M | 367.1M | 370.0M |
| Weighted Avg Shares (Diluted) | 360.1M | 360.8M | 360.9M | 364.9M | 368.2M | 366.9M | 370.4M | 375.7M | 373.0M | 376.6M |
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 $93.86 today, the market must believe free cash flow compounds 15.6%/yr for a decade (off $946M normalized FCF).
The market's 15.6% is more optimistic than its 9-yr track record.
2-stage DCF · 0.36B shares · net debt $3M
mean 7.3% · volatility σ 57% · implied rate exceeded in 3/9 yrs
Central path = implied 15.6%/yr growth; shaded band = ±1σ (57%) 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.
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.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; 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 takes 92% of free cash flow — sustainable but with limited headroom. Last year: $618M dividends + $35M buybacks = $653M returned on $670M 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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -29%. 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).
Thin coverage — earnings barely cover interest. Effective rate ~11900.0% on $3M of debt.
Cash vs short-term debt unavailable.
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.
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 2026-09-17
Where each multiple sits in its own 14-yr range · 64th 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
High operating leverage: profit moved 22.0× 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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 20.8 | 22.8 | 24.8 | 23.6 | 24.3 | 28.7 | 28.3 | 26.0 |
| Gross Profit | 79.2 | 77.2 | 75.2 | 76.4 | 75.7 | 71.3 | 71.7 | 74.0 |
| SG&A | 62.5 | 59.6 | 60.4 | 57.8 | 55.7 | 60.2 | 61.6 | 66.0 |
| Operating Income | 15.0 | 15.6 | 4.2 | 16.1 | 17.9 | 9.5 | 6.2 | -5.5 |
| Income Tax | 6.3 | 3.5 | 2.4 | 2.8 | 3.5 | 2.4 | 2.3 | 0.6 |
| Net Income | 8.1 | 12.0 | 4.8 | 17.7 | 13.6 | 6.3 | 2.6 | -7.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.