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Institutional ownership roughly stable: +0.00% change 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.
To be worth $25.89 today, the market must believe free cash flow compounds 10.2%/yr for a decade (off $19M normalized FCF).
2-stage DCF · 0.02B shares · net debt -$37M
mean -20.7% · volatility σ 351% · implied rate exceeded in 1/5 yrs
Central path = implied 10.2%/yr growth; shaded band = ±1σ (351%) 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 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.
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 | $942.8B | 17.5× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $691.4B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $511.5B | 34.2× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $416.4B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $279.3B | 18.4× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $266.3B | 13.8× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.7B | 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 | $189.9B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $177.2B | 22.3× | — | 6.9× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.4B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $165.9B | 30.3× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $135.3B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.2B | 13.3× | — | 2.2× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $125.2B | 11.1× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.1B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $106.5B | 58.5× | — | 23.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $99.3B | 24.7× | — | 15.2× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.1B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.6B | 32.3× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $92.3B | 14.1× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.5B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $88.2B | 26.9× | 20.9× | 7.0× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $88.1B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $84.9B | 20.8× | 15.5× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| HKHC | $482M | 95.9× | 36.5× | 6.6× | 30.5% | — | 7.0% | 1.5% | 1.5% | — | 1 |
Peers = companies sharing HKHC'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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 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.
Free-cash-flow coverage unavailable. Last year: $6M dividends + $0 buybacks = $6M returned on -$43M FCF.
2 consecutive years of dividend increases · 541%/yr.
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: 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 $37M covers all $6M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2020-09-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
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 2026-09-18
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 13th 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
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 | 56.3 | 62.0 | 59.8 | 57.9 | 53.9 | 4.1 | — | — |
| Gross Profit | 43.7 | 38.0 | 40.2 | 42.1 | 46.1 | 3.1 | — | — |
| SG&A | 12.0 | 15.8 | 16.3 | 15.5 | 102.7 | 3.5 | 4.2 | 3.8 |
| Operating Income | 7.9 | -4.7 | -8.4 | -21.9 | -332.7 | -3.8 | -27.0 | 15.2 |
| Income Tax | 1.7 | -1.8 | -2.4 | 3.6 | 2.1 | -0.3 | 187.0 | -31.9 |
| Net Income | 6.0 | -2.3 | -5.4 | -37.3 | -297.0 | -9.5 | 165.7 | 7.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HKHC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
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 | $72.8M 100.0% | $55.8M 100.0% | $47.3M 100.0% | $3.0M 100.0% | $29.7M 100.0% | $29.0M 100.0% | $28.4M 100.0% | $37.1M 100.0% | $42.2M 100.0% | $35.2M 100.0% |
| Cost of Revenue | — | — | $2.0M 4.1% | $1.6M 53.9% | $17.2M 57.9% | $17.3M 59.8% | $17.6M 62.0% | $20.8M 56.3% | $22.8M 54.1% | $20.0M 56.9% |
| Cost of Products | — | — | — | — | — | — | — | — | $22.8M 54.1% | $20.0M 56.9% |
| Gross Profit | — | — | $1.4M 3.1% | $1.4M 46.1% | $12.5M 42.1% | $11.6M 40.2% | $10.8M 38.0% | $16.2M 43.7% | $19.4M 45.9% | — |
| Selling, General & Admin | $2.7M 3.8% | $2.3M 4.2% | $1.7M 3.5% | $3.1M 102.7% | $4.6M 15.5% | $4.7M 16.3% | $4.5M 15.8% | $4.5M 12.0% | $4.3M 10.2% | $4.6M 13.0% |
| Total Operating Expenses | $61.8M 84.8% | $70.9M 127.0% | $49.0M 103.8% | $11.3M 378.8% | $19.1M 64.1% | $14.1M 48.6% | $12.2M 42.7% | $13.3M 35.9% | $11.7M 27.8% | $32.0M 90.9% |
| Operating Income | $11.1M 15.2% | -$15.1M -27.0% | -$1.8M -3.8% | -$9.9M -332.7% | -$6.5M -21.9% | -$2.4M -8.4% | -$1.4M -4.7% | $2.9M 7.9% | $7.6M 18.1% | $3.2M 9.1% |
| Interest Expense | — | — | $145K 0.3% | $141K 4.7% | $341K 1.1% | $216K 0.7% | $22K 0.1% | $82K 0.2% | $136K 0.3% | $125K 0.4% |
| Interest & Investment Income | — | — | $68K 0.1% | — | — | $3K 0.0% | $93K 0.3% | $17K 0.0% | — | — |
| Other Income (Expense), net | -$27.0M -37.1% | $914.6M 1638.9% | $90.9M 192.3% | — | — | — | — | — | — | — |
| Pretax Income | -$15.9M -21.9% | $899.6M 1611.9% | $89.1M 188.5% | -$10.1M -337.4% | -$6.9M -23.1% | -$2.3M -7.9% | -$1.2M -4.1% | $2.8M 7.7% | $7.5M 17.8% | $3.1M 8.8% |
| Income Tax Expense | -$23.2M -31.9% | $104.4M 187.0% | -$122K -0.3% | $63K 2.1% | $1.1M 3.6% | -$707K -2.4% | -$513K -1.8% | $619K 1.7% | $2.8M 6.7% | $1.2M 3.5% |
| Net Income | $5.1M 7.0% | $92.5M 165.7% | -$4.5M -9.5% | -$8.9M -297.0% | -$11.1M -37.3% | -$1.6M -5.4% | -$657K -2.3% | $2.2M 6.0% | $4.7M 11.1% | $1.9M 5.3% |
| Per Share | ||||||||||
| EPS (Basic) | $0.27 | $5.07 | $-0.25 | $-0.70 | $-0.88 | $-0.12 | $-0.05 | $0.18 | $0.39 | $0.16 |
| EPS (Diluted) | $0.27 | $5.07 | $-0.25 | $-0.70 | $-0.88 | $-0.12 | $-0.05 | $0.18 | $0.38 | $0.15 |
| Weighted Avg Shares (Basic) | 18.6M | 18.3M | 18.0M | 12.8M | 12.7M | 12.6M | 12.4M | 12.1M | 11.9M | 11.7M |
| Weighted Avg Shares (Diluted) | 18.6M | 18.3M | 18.0M | 12.8M | 12.7M | 12.6M | 12.4M | 12.6M | 12.3M | 12.0M |
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.