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Held by 333 of 5,944 reporting institutions (95th percentile) — extremely crowded.
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.
To be worth $91.80 today, the market must believe free cash flow compounds 9.2%/yr for a decade (off $209M normalized FCF).
2-stage DCF · 0.05B shares · net debt -$146M
mean 129.7% · volatility σ 423% · implied rate exceeded in 3/7 yrs
Central path = implied 9.2%/yr growth; shaded band = ±1σ (423%) 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 | $1.31B 100.0% | $1.53B 100.0% | $1.68B 100.0% | $1.74B 100.0% | $1.06B 100.0% | $782.7M 100.0% | $1.27B 100.0% | $1.38B 100.0% | $1.17B 100.0% | $297.6M 100.0% |
| Cost of Revenue | $982.4M 75.0% | $1.01B 66.0% | $910.3M 54.3% | $710.6M 40.9% | $554.3M 52.3% | $625.2M 79.9% | $720.7M 56.8% | $716.6M 52.0% | $592.5M 50.7% | — |
| Selling, General & Admin | $65.7M 5.0% | $63.1M 4.1% | $51.8M 3.1% | $48.8M 2.8% | $35.6M 3.4% | $32.9M 4.2% | $37.0M 2.9% | $36.6M 2.7% | $36.5M 3.1% | — |
| Total Operating Expenses | $1.26B 96.5% | $1.27B 83.3% | $1.14B 67.7% | $937.3M 53.9% | $815.5M 77.0% | $809.9M 103.5% | $884.9M 69.8% | $869.7M 63.1% | $745.7M 63.8% | — |
| Operating Income | $45.7M 3.5% | $254.9M 16.7% | $541.4M 32.3% | $801.4M 46.1% | $243.8M 23.0% | -$27.1M -3.5% | $383.4M 30.2% | $508.3M 36.9% | $423.4M 36.2% | — |
| Interest Expense | $9.7M 0.7% | $4.3M 0.3% | $18.0M 1.1% | $31.4M 1.8% | — | — | — | — | — | — |
| Interest & Investment Income | $18.5M 1.4% | $33.0M 2.2% | $40.7M 2.4% | $12.4M 0.7% | — | — | — | — | — | — |
| Other Income (Expense), net | $0 0.0% | $0 0.0% | -$1.0M -0.1% | $675K 0.0% | $1.3M 0.1% | $3.5M 0.5% | $22.8M 1.8% | — | — | — |
| Pretax Income | $54.4M 4.2% | $283.7M 18.6% | $551.4M 32.9% | $783.1M 45.0% | $200.0M 18.9% | -$55.9M -7.1% | $367.1M 28.9% | $471.0M 34.2% | $416.5M 35.6% | — |
| Income Tax Expense | -$2.6M -0.2% | $33.1M 2.2% | $72.8M 4.3% | $141.8M 8.2% | $49.1M 4.6% | -$20.1M -2.6% | $65.4M 5.2% | -$225.8M -16.4% | -$38.6M -3.3% | — |
| Net Income | $57.0M 4.4% | $250.6M 16.4% | $478.6M 28.5% | $641.3M 36.9% | $150.9M 14.2% | -$35.8M -4.6% | $301.7M 23.8% | $696.8M 50.6% | $455.0M 38.9% | -$49.7M -16.7% |
| Per Share | ||||||||||
| EPS (Basic) | $1.08 | $4.79 | $9.21 | $12.42 | $2.94 | $-0.70 | $5.87 | $13.19 | $8.62 | — |
| EPS (Diluted) | $1.08 | $4.79 | $9.20 | $12.40 | $2.93 | $-0.70 | $5.86 | $13.17 | $8.62 | — |
| Weighted Avg Shares (Basic) | 52.6M | 52.3M | 52.0M | 51.6M | 51.4M | 51.2M | 51.4M | 52.8M | 52.8M | — |
| Weighted Avg Shares (Diluted) | 52.6M | 52.3M | 52.0M | 51.7M | 51.4M | 51.2M | 51.5M | 52.9M | 52.8M | — |
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.
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 lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; 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: $18M dividends + $0 buybacks = $18M returned on -$91M 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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. 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.
Cash of $300M covers all $153M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2023-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.3% on $154M of debt.
Cash of $300M fully covers short-term debt of $0.
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
Where each multiple sits in its own 9-yr range · 100th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-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 5.8× 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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 52.0 | 56.8 | 79.9 | 52.3 | 40.9 | 54.3 | 66.0 | 75.0 |
| SG&A | 2.7 | 2.9 | 4.2 | 3.4 | 2.8 | 3.1 | 4.1 | 5.0 |
| Operating Income | 36.9 | 30.2 | -3.5 | 23.0 | 46.1 | 32.3 | 16.7 | 3.5 |
| Income Tax | -16.4 | 5.2 | -2.6 | 4.6 | 8.2 | 4.3 | 2.2 | -0.2 |
| Net Income | 50.6 | 23.8 | -4.6 | 14.2 | 36.9 | 28.5 | 16.4 | 4.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HCC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| HCC | $4.8B | 85.0× | 20.0× | 3.7× | -14.1% | 25.0% | 4.4% | 2.7% | 2.5% | 0.7× | 333 |
Peers = companies sharing HCC'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.