Loading institutional data...
Loading institutional data...
Institutional accumulation: ownership increased +0.86% quarter-over-quarter.
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 $16.37 today, the market must believe free cash flow compounds -16.7%/yr for a decade (off $63M normalized FCF).
2-stage DCF · 0.03B shares (market data) · net debt -$195M
mean 47.0% · volatility σ 101% · implied rate exceeded in 5/8 yrs
Central path = implied -16.7%/yr growth; shaded band = ±1σ (101%) 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.
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.
Ranked against 95 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $169.3B | 24.6× | — | 6.6× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.7B | 22.1× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $92.2B | 18.8× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $82.0B | 35.5× | 21.5× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.8B | 18.3× | 12.9× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $56.5B | 18.6× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.6B | 29.9× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $48.5B | 65.8× | 17.1× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.9B | 21.5× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.7B | 26.4× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.6B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.7B | 19.0× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.3B | 16.8× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $34.1B | 21.8× | 14.6× | 3.5× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.7B | 19.4× | — | 3.3× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $27.0B | 24.3× | 10.3× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.4B | 26.0× | 6.9× | 1.8× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.9B | 15.1× | 10.0× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.2B | 21.1× | 12.4× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.2B | 24.1× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.4B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| CMS | $20.3B | 18.8× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| NRG | $20.2B | 26.5× | 9.8× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| GNE | $431M | 18.2× | 8.2× | 0.9× | 18.1% | 24.8% | 4.8% | 9.6% | 9.2% | 0.3× | 113 |
Peers = companies sharing GNE's sector (Utilities) 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 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).
Comfortably covers interest; leverage rising 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.
Free-cash-flow coverage unavailable. Last year: $8M dividends + $0 buybacks = $8M 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).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 9%. 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 $204M covers all $430000 of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2019-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~7.7% on $9M of debt.
Cash of $204M fully covers short-term debt of $2M.
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
No material risks flagged.
Where each multiple sits in its own 14-yr range · 88th 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
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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 72.7 | 73.7 | 73.4 | 71.7 | 50.9 | 65.9 | 67.4 | 75.2 |
| Gross Profit | 27.3 | 26.3 | 26.6 | 28.3 | 49.1 | 34.1 | 32.6 | 24.8 |
| R&D | 0.0 | 0.1 | — | — | — | — | — | — |
| SG&A | 22.0 | 23.0 | 20.1 | 20.9 | 23.8 | 21.3 | 22.0 | 19.0 |
| Operating Income | 4.3 | 3.1 | 6.1 | 7.5 | 24.6 | 12.9 | 10.6 | 5.5 |
| Income Tax | -4.4 | 1.5 | 2.1 | 2.3 | 6.7 | 3.9 | 3.6 | 1.6 |
| Net Income | 8.1 | 1.3 | 3.7 | 8.6 | 27.5 | 12.2 | 8.3 | 4.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on GNE: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $502.0M 100.0% | $425.2M 100.0% | $428.7M 100.0% | $315.5M 100.0% | $323.3M 100.0% | $356.9M 100.0% | $315.3M 100.0% | $280.3M 100.0% | $264.2M 100.0% | $212.1M 100.0% |
| Cost of Revenue | $377.3M 75.2% | $286.7M 67.4% | $282.5M 65.9% | $160.8M 50.9% | $231.6M 71.7% | $261.9M 73.4% | $232.4M 73.7% | $203.8M 72.7% | $178.7M 67.6% | $135.2M 63.7% |
| Gross Profit | $124.7M 24.8% | $138.5M 32.6% | $146.2M 34.1% | $154.8M 49.1% | $91.6M 28.3% | $95.1M 26.6% | $82.9M 26.3% | $76.5M 27.3% | $85.5M 32.4% | $76.9M 36.3% |
| Research & Development | — | — | — | — | — | — | $207K 0.1% | $39K 0.0% | — | -$269K -0.1% |
| Selling, General & Admin | $95.3M 19.0% | $93.4M 22.0% | $91.1M 21.3% | $75.0M 23.8% | $67.5M 20.9% | $71.8M 20.1% | $72.7M 23.0% | $61.5M 22.0% | $80.1M 30.3% | $61.6M 29.0% |
| Operating Income | $27.7M 5.5% | $44.9M 10.6% | $55.1M 12.9% | $77.8M 24.6% | $24.1M 7.5% | $21.9M 6.1% | $9.8M 3.1% | $12.0M 4.3% | -$6.0M -2.3% | -$30.5M -14.4% |
| Interest Expense | $670K 0.1% | $464K 0.1% | $99K 0.0% | $129K 0.0% | $427K 0.1% | $328K 0.1% | $530K 0.2% | $401K 0.1% | $310K 0.1% | $19K 0.0% |
| Interest & Investment Income | $7.7M 1.5% | $7.1M 1.7% | $5.1M 1.2% | $835K 0.3% | $34K 0.0% | $190K 0.1% | $448K 0.1% | $557K 0.2% | $295K 0.1% | $332K 0.2% |
| Other Income (Expense), net | — | $1.6M 0.4% | $2.6M 0.6% | -$520K -0.2% | $707K 0.2% | $351K 0.1% | $1.1M 0.3% | $156K 0.1% | -$367K -0.1% | $226K 0.1% |
| Pretax Income | $36.1M 7.2% | $53.5M 12.6% | $63.2M 14.7% | $77.5M 24.6% | $23.7M 7.3% | $22.4M 6.3% | $6.0M 1.9% | $9.0M 3.2% | -$6.9M -2.6% | -$30.0M -14.1% |
| Income Tax Expense | $8.3M 1.6% | $15.4M 3.6% | $16.6M 3.9% | $21.0M 6.7% | $7.5M 2.3% | $7.6M 2.1% | $4.6M 1.5% | -$12.4M -4.4% | $1.7M 0.7% | $2.2M 1.0% |
| Net Income | $23.7M 4.7% | $35.2M 8.3% | $52.2M 12.2% | $86.9M 27.5% | $27.8M 8.6% | $13.2M 3.7% | $4.2M 1.3% | $22.8M 8.1% | -$7.0M -2.6% | -$24.5M -11.6% |
| Per Share | ||||||||||
| EPS (Basic) | $0.91 | $1.33 | $2.03 | $3.35 | $1.06 | $0.45 | $0.10 | $0.85 | $-0.36 | $-1.14 |
| EPS (Diluted) | $0.90 | $1.31 | $1.99 | $3.26 | $1.05 | $0.44 | $0.10 | $0.83 | $-0.36 | $-1.14 |
| Weighted Avg Shares (Basic) | 26.3M | 26.8M | 25.6M | 25.6M | 25.9M | 26.1M | 27K | 25K | 23.5M | — |
| Weighted Avg Shares (Diluted) | 26.5M | 27.2M | 26.1M | 26.4M | 26.3M | 26.8M | 27K | 26K | 23.5M | — |
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.
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