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Strong institutional accumulation: ownership increased +11.20% 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
Ranked against 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $940.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $692.5B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $513.8B | 34.4× | — | 15.7× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $417.6B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $278.1B | 18.3× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $269.2B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $214.3B | 20.3× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $189.7B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $171.3B | 21.5× | — | 6.7× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $168.5B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $160.8B | 29.4× | — | 6.6× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| CB | $133.6B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $132.1B | — | — | — | — | — | — | — | — | — | 3,072 |
| PGR | $127.2B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.5B | 27.8× | 17.4× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| CME | $98.0B | 24.4× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $95.6B | 12.9× | — | 3.3× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| HOOD | $92.8B | 50.9× | — | 20.7× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| BX | $92.4B | 31.9× | — | 6.4× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.7B | 13.9× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $88.9B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $87.4B | 26.7× | 20.7× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $86.3B | — | — | 4.4× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $85.7B | 21.0× | 15.6× | 3.2× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| GCMG | $659M | 30.2× | 6.1× | 1.2× | 8.5% | — | 8.1% | 168% | 10.0% | 3.1× | 141 |
Peers = companies sharing GCMG's sector (Financial Services) 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $12.93 today, the market must believe free cash flow compounds -8.1%/yr for a decade (off $132M normalized FCF).
The market's -8.1% is more conservative than its 7-yr track record.
2-stage DCF · 0.05B shares · net debt $186M
mean 23.2% · volatility σ 74% · implied rate exceeded in 4/7 yrs
Central path = implied -8.1%/yr growth; shaded band = ±1σ (74%) 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.
5/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
No dividend to cover. Last year: $0 dividends + $31M buybacks = $31M returned on $175M 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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 10%. 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.
Cash of $242M covers the $4M due within a year 55.3× over. 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 ~5.3% on $428M of debt.
Cash vs short-term debt unavailable.
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $557.6M 100.0% | $514.0M 100.0% | $445.0M 100.0% | $446.5M 100.0% | $531.6M 100.0% | $430.0M 100.0% | $416.4M 100.0% | $378.5M 100.0% |
| Selling, General & Admin | $104.8M 18.8% | $104.3M 20.3% | $100.8M 22.7% | $88.9M 19.9% | $88.4M 16.6% | $84.6M 19.7% | $88.5M 21.2% | $93.0M 24.6% |
| Total Operating Expenses | $424.1M 76.1% | $440.5M 85.7% | $456.8M 102.7% | $366.2M 82.0% | $422.2M 79.4% | $473.1M 110.0% | $331.4M 79.6% | $303.4M 80.2% |
| Operating Income | $133.5M 23.9% | $73.5M 14.3% | -$11.8M -2.7% | $80.3M 18.0% | $109.4M 20.6% | -$43.1M -10.0% | $85.0M 20.4% | $75.1M 19.8% |
| Interest Expense | $22.8M 4.1% | $24.2M 4.7% | $23.7M 5.3% | $23.3M 5.2% | $20.1M 3.8% | $23.4M 5.5% | $25.7M 6.2% | $26.5M 7.0% |
| Interest & Investment Income | $5.0M 0.9% | $2.7M 0.5% | $2.0M 0.4% | $800K 0.2% | $100K 0.0% | — | — | — |
| Other Income (Expense), net | $21.5M 3.9% | -$23.3M -4.5% | -$9.7M -2.2% | $8.8M 2.0% | $43.7M 8.2% | -$35.6M -8.3% | -$22.7M -5.4% | -$10.0M -2.7% |
| Pretax Income | $154.9M 27.8% | $50.2M 9.8% | -$21.5M -4.8% | $89.1M 20.0% | $153.1M 28.8% | -$78.7M -18.3% | $62.3M 15.0% | $65.1M 17.2% |
| Income Tax Expense | $12.9M 2.3% | $13.6M 2.6% | $7.7M 1.7% | $9.6M 2.2% | $11.0M 2.1% | $4.5M 1.0% | $2.3M 0.6% | $1.4M 0.4% |
| Net Income | $45.4M 8.1% | $18.7M 3.6% | $12.8M 2.9% | $19.8M 4.4% | $21.5M 4.0% | $4.0M 0.9% | $0 0.0% | $0 0.0% |
| Per Share | ||||||||
| EPS (Basic) | $0.87 | $0.42 | $0.30 | $0.45 | $0.49 | $0.10 | $0.00 | $0.00 |
| EPS (Diluted) | $0.42 | $0.03 | $-0.28 | $0.28 | $0.28 | $-0.58 | $0.00 | $0.00 |
| Weighted Avg Shares (Basic) | 52.0M | 44.7M | 43.2M | 43.9M | 43.8M | 40.0M | 0 | 0 |
| Weighted Avg Shares (Diluted) | 197.3M | 190.6M | 187.4M | 188.6M | 189.1M | 184.2M | 0 | 0 |
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.
EOD close · as of 2026-09-17
Nothing notable to watch.
Where each multiple sits in its own 7-yr range · 75th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 7-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 9.6× 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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 24.6 | 21.2 | 19.7 | 16.6 | 19.9 | 22.7 | 20.3 | 18.8 |
| Operating Income | 19.8 | 20.4 | -10.0 | 20.6 | 18.0 | -2.7 | 14.3 | 23.9 |
| Income Tax | 0.4 | 0.6 | 1.0 | 2.1 | 2.2 | 1.7 | 2.6 | 2.3 |
| Net Income | 0.0 | 0.0 | 0.9 | 4.0 | 4.4 | 2.9 | 3.6 | 8.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on GCMG: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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.