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Institutional distribution: ownership decreased -1.02% quarter-over-quarter.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 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.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor.
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: $16M dividends + $442000 buybacks = $17M returned.
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: 2%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. 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 | $85.8M 100.0% | $85.9M 100.0% | $128.5M 100.0% | $108.9M 100.0% | $32.7M 100.0% | $29.6M 100.0% | $43.2M 100.0% | $40.8M 100.0% | $34.5M 100.0% | $26.3M 100.0% |
| Cost of Revenue | $49.3M 57.5% | $48.3M 56.2% | $59.5M 46.3% | $48.7M 44.7% | $16.6M 50.7% | — | — | — | — | — |
| Selling, General & Admin | $10.3M 12.0% | $9.6M 11.2% | $9.6M 7.5% | $6.8M 6.3% | $6.8M 20.7% | $5.3M 17.8% | $5.1M 11.7% | $6.8M 16.6% | $5.0M 14.5% | $9.1M 34.5% |
| Total Operating Expenses | — | — | — | — | $54.1M 165.3% | $25.9M 87.5% | $25.6M 59.2% | $24.6M 60.2% | $21.6M 62.6% | $24.7M 93.7% |
| Operating Income | $4.2M 4.9% | $7.9M 9.2% | $45.1M 35.1% | $45.4M 41.7% | -$20.7M -63.4% | $3.7M 12.5% | $17.6M 40.8% | $16.2M 39.8% | $12.9M 37.4% | $1.7M 6.3% |
| Interest Expense | $3.0M 3.5% | $1.5M 1.7% | $458K 0.4% | $572K 0.5% | $103K 0.3% | $111K 0.4% | $117K 0.3% | $111K 0.3% | $82K 0.2% | $71K 0.3% |
| Pretax Income | $1.9M 2.2% | $5.5M 6.4% | $45.3M 35.2% | $41.1M 37.8% | -$21.4M -65.5% | $3.8M 12.7% | $18.9M 43.6% | $16.2M 39.7% | $12.9M 37.4% | $34.2M 129.9% |
| Income Tax Expense | $396K 0.5% | $1.4M 1.7% | $10.1M 7.8% | $8.5M 7.8% | -$5.0M -15.2% | -$2.2M -7.4% | $3.5M 8.1% | -$3.4M -8.4% | $4.8M 14.0% | $9.6M 36.3% |
| Net Income | $1.5M 1.7% | $4.1M 4.8% | $35.2M 27.4% | $32.6M 30.0% | -$16.4M -50.3% | $5.9M 20.1% | $15.4M 35.6% | $19.6M 48.1% | $8.0M 23.3% | $24.7M 93.6% |
| Per Share | ||||||||||
| EPS (Basic) | $0.03 | $0.12 | $1.05 | $0.97 | $-0.50 | $0.18 | $0.46 | $0.59 | $0.21 | $0.73 |
| EPS (Diluted) | $0.03 | $0.12 | $1.04 | $0.96 | $-0.50 | $0.18 | $0.46 | $0.59 | $0.21 | $0.73 |
| Weighted Avg Shares (Basic) | 33.2M | 32.7M | 33.0M | 33.0M | 32.7M | 33.0M | 33.2M | 33.1M | 33.0M | 32.8M |
| Weighted Avg Shares (Diluted) | 33.3M | 32.9M | 33.2M | 33.3M | 32.7M | 33.0M | 33.2M | 33.2M | 33.1M | 32.9M |
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.
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 | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $544.5B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.1B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.9B | 20.9× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.6B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $126.2B | 31.3× | 10.8× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $116.9B | — | — | — | — | — | — | — | — | — | 1,220 |
| EQNR | $110.5B | — | — | — | — | — | — | — | — | — | 398 |
| PSX | $107.4B | 24.5× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $83.3B | — | 12.5× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.7B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $78.2B | 22.3× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.7B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $68.4B | 22.4× | 14.0× | 4.0× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| LNG | $58.8B | 11.1× | 7.7× | 2.9× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| MPLX | $58.7B | — | — | 4.5× | 8.9% | — | 38.1% | — | — | — | 622 |
| OXY | $58.5B | 36.9× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| OKE | $58.4B | 17.1× | 12.4× | 1.7× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| BKR | $55.9B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $55.4B | 34.0× | 11.1× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| EPM | $125M | 121.0× | 4.7× | 1.4× | -0.0% | 42.5% | 1.7% | 2.1% | 2.1% | — | 117 |
Peers = companies sharing EPM'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.
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 · 38th 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
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 | — | — | — | 50.7 | 44.7 | 46.3 | 56.2 | 57.5 |
| SG&A | 16.6 | 11.7 | 17.8 | 20.7 | 6.3 | 7.5 | 11.2 | 12.0 |
| Operating Income | 39.8 | 40.8 | 12.5 | -63.4 | 41.7 | 35.1 | 9.2 | 4.9 |
| Income Tax | -8.4 | 8.1 | -7.4 | -15.2 | 7.8 | 7.8 | 1.7 | 0.5 |
| Net Income | 48.1 | 35.6 | 20.1 | -50.3 | 30.0 | 27.4 | 4.8 | 1.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EPM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.