Loading institutional data...
Loading institutional data...
Held by 264 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $21.75 today, the market must believe free cash flow compounds 7.2%/yr for a decade (off $244M normalized FCF).
The market's 7.2% is more optimistic than its 9-yr track record.
2-stage DCF · 0.07B shares · net debt $3.2B
mean -14.3% · volatility σ 115% · implied rate exceeded in 2/8 yrs
Central path = implied 7.2%/yr growth; shaded band = ±1σ (115%) 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 lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
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 exceeds free cash flow (138%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $87M dividends + $90M buybacks = $177M returned on $63M FCF.
2 consecutive years of dividend increases · 2%/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).
Insufficient data. 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 $236M covers the $0 due within a year 236200000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2026-03-31 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~4.5% on $3.4B of debt.
Cash of $236M fully covers short-term debt of $10M.
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.
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 | $2.95B 100.0% | $2.89B 100.0% | $2.96B 100.0% | $3.05B 100.0% | $3.02B 100.0% | $2.74B 100.0% | $2.49B 100.0% | $1.80B 100.0% | $1.76B 100.0% | $1.63B 100.0% |
| Cost of Revenue | $1.72B 58.3% | $1.78B 61.7% | $1.84B 62.0% | $1.93B 63.3% | $1.86B 61.6% | $1.66B 60.6% | $1.49B 59.8% | $966.8M 53.8% | $944.4M 53.8% | $921.8M 56.4% |
| Cost of Products | — | — | — | — | — | — | — | $966.8M 53.8% | $944.4M 53.8% | $921.8M 56.4% |
| Gross Profit | $1.23B 41.7% | $1.10B 38.3% | $1.12B 38.0% | $1.12B 36.7% | $1.16B 38.4% | $1.08B 39.4% | $1.00B 40.2% | $830.9M 46.2% | $811.3M 46.2% | $712.4M 43.6% |
| Research & Development | $32.6M 1.1% | $31.6M 1.1% | $32.9M 1.1% | $34.7M 1.1% | $34.5M 1.1% | $35.4M 1.3% | $32.8M 1.3% | $22.4M 1.2% | $22.0M 1.3% | $26.6M 1.6% |
| Selling, General & Admin | $532.4M 18.0% | $526.3M 18.2% | $489.4M 16.5% | $484.5M 15.9% | $487.2M 16.1% | $483.3M 17.6% | $515.7M 20.7% | $421.7M 23.5% | $361.3M 20.6% | $361.4M 22.1% |
| Interest Expense | $154.3M 5.2% | $155.7M 5.4% | $168.7M 5.7% | $158.4M 5.2% | $161.8M 5.4% | $195.0M 7.1% | $226.0M 9.1% | $98.4M 5.5% | $53.1M 3.0% | $54.3M 3.3% |
| Interest & Investment Income | $3.2M 0.1% | $10.7M 0.4% | $8.9M 0.3% | $1.0M 0.0% | $700K 0.0% | $600K 0.0% | $7.7M 0.3% | $1.4M 0.1% | $2.0M 0.1% | $2.3M 0.1% |
| Other Income (Expense), net | -$900K -0.0% | -$22.0M -0.8% | -$57.1M -1.9% | -$7.3M -0.2% | $2.9M 0.1% | -$2.0M -0.1% | $14.3M 0.6% | $6.6M 0.4% | $5.0M 0.3% | $9.1M 0.6% |
| Pretax Income | $284.1M 9.6% | $53.8M 1.9% | $175.7M 5.9% | -$305.5M -10.0% | $154.2M 5.1% | $67.7M 2.5% | $73.1M 2.9% | $175.2M 9.7% | $273.3M 15.6% | $165.7M 10.1% |
| Income Tax Expense | $45.1M 1.5% | $15.7M 0.5% | $35.2M 1.2% | -$74.0M -2.4% | -$6.7M -0.2% | $20.9M 0.8% | $8.4M 0.3% | $81.7M 4.5% | $71.8M 4.1% | $38.0M 2.3% |
| Net Income | $239.0M 8.1% | $38.1M 1.3% | $140.5M 4.7% | -$231.5M -7.6% | $160.9M 5.3% | -$93.3M -3.4% | $51.1M 2.0% | $93.5M 5.2% | $201.5M 11.5% | $127.7M 7.8% |
| Per Share | ||||||||||
| EPS (Basic) | $3.37 | $0.53 | $1.97 | $-3.37 | $2.12 | $-1.59 | $0.59 | $1.56 | $3.27 | $2.06 |
| EPS (Diluted) | $3.32 | $0.52 | $1.94 | $-3.37 | $2.11 | $-1.58 | $0.58 | $1.52 | $3.22 | $2.04 |
| Weighted Avg Shares (Basic) | 70.9M | 71.8M | 71.5M | 69.9M | 68.2M | 68.8M | 66.4M | 59.8M | 61.7M | 61.9M |
| Weighted Avg Shares (Diluted) | 72.0M | 72.7M | 72.4M | 69.9M | 68.7M | 69.5M | 67.3M | 61.4M | 62.6M | 62.5M |
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.
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
No material risks flagged.
Where each multiple sits in its own 11-yr range · 14th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 11-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 | 53.8 | 59.8 | 60.6 | 61.6 | 63.3 | 62.0 | 61.7 | 58.3 |
| Gross Profit | 46.2 | 40.2 | 39.4 | 38.4 | 36.7 | 38.0 | 38.3 | 41.7 |
| R&D | 1.2 | 1.3 | 1.3 | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 |
| SG&A | 23.5 | 20.7 | 17.6 | 16.1 | 15.9 | 16.5 | 18.2 | 18.0 |
| Income Tax | 4.5 | 0.3 | 0.8 | -0.2 | -2.4 | 1.2 | 0.5 | 1.5 |
| Net Income | 5.2 | 2.0 | -3.4 | 5.3 | -7.6 | 4.7 | 1.3 | 8.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ENR: 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 | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 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 | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| ENR | $1.5B | 6.5× | — | 0.5× | 2.3% | 41.7% | 8.1% | 141% | 6.7% | — | 264 |
Peers = companies sharing ENR'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.