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Institutional distribution: ownership decreased -0.56% 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.
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.
Top 1 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
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
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $46.4M 100.0% | $65.0M 100.0% | $45.1M 100.0% | $38.1M 100.0% | $7.4M 100.0% | $23.2M 100.0% | $17.9M 100.0% | $13.5M 100.0% |
| Cost of Revenue | $52.3M 112.6% | $70.8M 108.9% | $57.5M 127.5% | $39.5M 103.5% | $3.9M 52.5% | $3.0M 12.9% | — | — |
| Gross Profit | -$5.8M -12.6% | -$5.8M -8.9% | -$12.4M -27.5% | -$1.4M -3.5% | $3.5M 47.5% | $20.2M 87.1% | — | — |
| Research & Development | $2.0M 4.2% | $2.5M 3.9% | $1.2M 2.6% | $1.1M 2.8% | $2.2M 29.0% | $671K 2.9% | $796K 4.4% | $665K 4.9% |
| Selling, General & Admin | $7.3M 15.8% | $7.4M 11.4% | $13.0M 28.9% | $12.7M 33.3% | $7.8M 105.7% | $3.9M 16.8% | $2.9M 16.2% | $1.7M 12.9% |
| Total Operating Expenses | $10.2M 21.9% | $10.8M 16.6% | $18.1M 40.2% | $17.5M 45.8% | $10.9M 147.6% | $5.5M 23.6% | $7.2M 39.9% | $4.8M 35.7% |
| Operating Income | -$16.0M -34.5% | -$16.6M -25.5% | -$30.5M -67.8% | -$18.8M -49.3% | -$7.4M -100.0% | $14.7M 63.5% | $10.8M 60.1% | $8.7M 64.3% |
| Interest Expense | $1.1M 2.4% | $167K 0.3% | $575K 1.3% | $27K 0.1% | — | — | — | — |
| Interest & Investment Income | — | — | — | — | $173K 2.3% | $214K 0.9% | $212K 1.2% | $143K 1.1% |
| Other Income (Expense), net | -$10.6M -22.9% | -$1.4M -2.1% | -$2.4M -5.3% | -$3.5M -9.2% | -$1.5M -20.8% | $286K 1.2% | $198K 1.1% | $112K 0.8% |
| Pretax Income | -$26.7M -57.4% | -$18.0M -27.7% | -$32.9M -73.1% | -$22.3M -58.5% | -$9.0M -120.8% | -$139K -0.6% | $11.0M 61.3% | $8.8M 65.1% |
| Income Tax Expense | -$387 -0.0% | $6K 0.0% | -$226 -0.0% | $809K 2.1% | -$237K -3.2% | $3.1M 13.2% | $1.6M 8.9% | $1.2M 8.6% |
| Net Income | -$16.6M -35.8% | -$11.8M -18.1% | -$24.2M -53.8% | -$22.6M -59.4% | -$8.4M -113.4% | $12.1M 52.1% | $9.7M 54.4% | $7.5M 55.2% |
| Per Share | ||||||||
| EPS (Basic) | $-0.57 | $-0.48 | $-1.08 | $-0.98 | $-0.36 | $0.72 | $0.58 | — |
| EPS (Diluted) | $-0.57 | $-0.48 | $-1.08 | $-0.98 | $-0.36 | $0.72 | — | — |
| Weighted Avg Shares (Basic) | 29.0M | 26.4M | 25.6M | 24.8M | 23.6M | 16.8M | — | — |
| Weighted Avg Shares (Diluted) | 29.0M | 26.4M | 25.6M | 24.8M | 23.6M | 16.8M | 16.8M | — |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
0/8 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
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$32M 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 8 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -50%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 8 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. Effective rate ~2.5% on $45M of debt.
Cash of $22M fully covers short-term debt of $6M.
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.
EOD close · as of 2026-09-17
Nothing notable to watch.
Where each multiple sits in its own 5-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-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
Returns are margin-driven, not leverage-driven — higher quality.
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | 12.9 | 52.5 | 103.5 | 127.5 | 108.9 | 112.6 |
| Gross Profit | — | — | 87.1 | 47.5 | -3.5 | -27.5 | -8.9 | -12.6 |
| R&D | 4.9 | 4.4 | 2.9 | 29.0 | 2.8 | 2.6 | 3.9 | 4.2 |
| SG&A | 12.9 | 16.2 | 16.8 | 105.7 | 33.3 | 28.9 | 11.4 | 15.8 |
| Operating Income | 64.3 | 60.1 | 63.5 | -100.0 | -49.3 | -67.8 | -25.5 | -34.5 |
| Income Tax | 8.6 | 8.9 | 13.2 | -3.2 | 2.1 | -0.0 | 0.0 | -0.0 |
| Net Income | 55.2 | 54.4 | 52.1 | -113.4 | -59.4 | -53.8 | -18.1 | -35.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on EPOW: 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 |
| EPOW | $618938 | — | — | 0.0× | -28.6% | -12.6% | -35.8% | 137% | -49.9% | -4.4× | 1 |
Peers = companies sharing EPOW'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.