Loading institutional data...
Loading institutional data...
Held by 3,077 of 5,944 reporting institutions (100th 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $313.47 today, the market must believe free cash flow compounds 24.6%/yr for a decade (off $5.1B normalized FCF).
The market's 24.6% is more optimistic than its 6-yr track record.
2-stage DCF · 1.05B shares · net debt $20.5B
mean 20.7% · volatility σ 68% · implied rate exceeded in 2/6 yrs
Central path = implied 24.6%/yr growth; shaded band = ±1σ (68%) 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.
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 | $45.85B 100.0% | $38.70B 100.0% | $35.35B 100.0% | $29.14B 100.0% | $56.47B 100.0% | $58.02B 100.0% | $90.22B 100.0% | $97.01B 100.0% | $99.28B 100.0% | $119.47B 100.0% |
| Cost of Revenue | — | — | — | — | — | $60.42B 104.1% | $66.91B 74.2% | $72.82B 75.1% | $64.33B 64.8% | $62.44B 52.3% |
| Cost of Products | — | — | — | — | — | — | — | — | $64.33B 64.8% | $62.44B 52.3% |
| Cost of Services | — | — | — | — | — | — | — | — | $27.61B 27.8% | $25.04B 21.0% |
| Research & Development | $1.58B 3.4% | $1.29B 3.3% | $1.01B 2.9% | $808.0M 2.8% | $1.68B 3.0% | $1.72B 3.0% | $3.12B 3.5% | $3.42B 3.5% | $5.50B 5.5% | $5.44B 4.6% |
| Selling, General & Admin | $4.09B 8.9% | $4.44B 11.5% | $4.04B 11.4% | $3.67B 12.6% | $8.18B 14.5% | $9.25B 15.9% | $13.81B 15.3% | $14.64B 15.1% | $14.26B 14.4% | $17.76B 14.9% |
| Total Operating Expenses | $37.34B 81.4% | $33.35B 86.2% | $31.63B 89.5% | $28.43B 97.6% | $64.86B 114.9% | $65.57B 113.0% | $92.75B 102.8% | $120.32B 124.0% | $112.71B 113.5% | $116.58B 97.6% |
| Interest & Investment Income | $144.0M 0.3% | $132.0M 0.3% | $127.0M 0.4% | $129.0M 0.4% | $167.0M 0.3% | $146.0M 0.3% | $143.0M 0.2% | $136.0M 0.1% | $105.0M 0.1% | — |
| Other Income (Expense), net | $1.49B 3.2% | $2.26B 5.8% | $6.72B 19.0% | $811.0M 2.8% | $2.70B 4.8% | -$948.0M -1.6% | $2.48B 2.7% | $2.32B 2.4% | $2.08B 2.1% | $4.14B 3.5% |
| Pretax Income | $10.00B 21.8% | $7.62B 19.7% | $10.44B 29.5% | $1.52B 5.2% | -$5.70B -10.1% | -$8.49B -14.6% | -$54.0M -0.1% | -$20.99B -21.6% | -$11.35B -11.4% | $7.03B 5.9% |
| Income Tax Expense | $1.41B 3.1% | $962.0M 2.5% | $994.0M 2.8% | $169.0M 0.6% | -$757.0M -1.3% | -$2.17B -3.7% | $552.0M 0.6% | $93.0M 0.1% | -$2.81B -2.8% | -$1.13B -0.9% |
| Net Income | $8.70B 19.0% | $6.56B 16.9% | $9.48B 26.8% | $336.0M 1.2% | -$6.34B -11.2% | $5.70B 9.8% | -$4.98B -5.5% | -$22.36B -23.0% | -$8.48B -8.5% | $7.50B 6.3% |
| Per Share | ||||||||||
| EPS (Basic) | $8.20 | $6.04 | $8.44 | $0.05 | $-6.00 | $4.64 | $-4.99 | $-2.62 | $-1.03 | $0.76 |
| EPS (Diluted) | $8.14 | $5.99 | $8.36 | $0.05 | $-6.00 | $4.64 | $-4.99 | $-2.62 | $-1.03 | $0.75 |
| Weighted Avg Shares (Basic) | 1.06B | 1.08B | 1.09B | 1.10B | 1.10B | 1.09B | 1.09B | 8.69B | 8.69B | 9.03B |
| Weighted Avg Shares (Diluted) | 1.07B | 1.09B | 1.10B | 1.10B | 1.10B | 1.09B | 1.09B | 8.69B | 8.69B | 9.13B |
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.
6/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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.
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.
No dividend to cover. Last year: $0 dividends + $7.6B buybacks = $7.6B returned on $7.3B 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.
Insufficient data. Current ROIC on all capital: 22%. 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.
$1.7B of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
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.”
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.
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
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 69th 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 | 75.1 | 74.2 | 104.1 | — | — | — | — | — |
| R&D | 3.5 | 3.5 | 3.0 | 3.0 | 2.8 | 2.9 | 3.3 | 3.4 |
| SG&A | 15.1 | 15.3 | 15.9 | 14.5 | 12.6 | 11.4 | 11.5 | 8.9 |
| Income Tax | 0.1 | 0.6 | -3.7 | -1.3 | 0.6 | 2.8 | 2.5 | 3.1 |
| Net Income | -23.0 | -5.5 | 9.8 | -11.2 | 1.2 | 26.8 | 16.9 | 19.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on GE: 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 | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 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 | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
Peers = companies sharing GE'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.