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Held by 673 of 5,944 reporting institutions (98th percentile) — extremely crowded.
Data as of Q1 2026
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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
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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.
No dividend to cover. Last year: $0 dividends + $753M buybacks = $753M returned on $998M 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.
Modest payoff on reinvested capital. Current ROIC on all capital: 7%. 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 $2.0B covers the $3M due within a year 675.7× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-27 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~4.7% on $2.5B of debt.
Cash of $2.0B fully covers short-term debt of $3M.
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.
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 | $4.10B 100.0% | $4.03B 100.0% | $4.03B 100.0% | $4.86B 100.0% | $5.63B 100.0% | $3.78B 100.0% | $3.37B 100.0% | $3.22B 100.0% | $3.06B 100.0% | $2.83B 100.0% |
| Cost of Revenue | $1.60B 39.0% | $1.57B 39.0% | $1.55B 38.4% | — | — | — | — | $886.6M 27.6% | $881.8M 28.8% | $756.8M 26.7% |
| Cost of Products | — | — | — | — | — | — | — | $886.6M 27.6% | $881.8M 28.8% | $756.8M 26.7% |
| Cost of Services | — | — | — | — | — | — | — | $315.2M 9.8% | $258.9M 8.5% | $219.2M 7.7% |
| Gross Profit | $2.12B 51.6% | $2.23B 55.3% | $2.07B 51.4% | $3.00B 61.6% | $3.80B 67.4% | $2.23B 59.0% | $1.17B 34.8% | $1.70B 52.7% | $1.62B 53.0% | $1.56B 55.2% |
| Research & Development | $248.2M 6.1% | $272.8M 6.8% | $294.3M 7.3% | $283.4M 5.8% | $276.3M 4.9% | $222.5M 5.9% | $232.2M 6.9% | $218.7M 6.8% | $232.8M 7.6% | $232.1M 8.2% |
| Selling, General & Admin | $449.3M 11.0% | $409.4M 10.2% | $392.4M 9.7% | $407.7M 8.4% | $433.2M 7.7% | $355.7M 9.4% | $332.3M 9.9% | $366.1M 11.4% | $343.3M 11.2% | $267.3M 9.4% |
| Total Operating Expenses | $1.40B 34.2% | $1.35B 33.4% | $1.40B 34.8% | $1.36B 27.9% | $1.32B 23.4% | $1.12B 29.7% | $1.29B 38.4% | $1.93B 60.1% | $250.8M 8.2% | $1.01B 35.8% |
| Operating Income | $714.3M 17.4% | $882.6M 21.9% | $668.4M 16.6% | $1.64B 33.7% | $2.48B 44.0% | $1.10B 29.3% | -$123.8M -3.7% | -$237.9M -7.4% | $1.37B 44.8% | $548.6M 19.4% |
| Interest Expense | $117.1M 2.9% | $122.1M 3.0% | $111.1M 2.8% | $95.1M 2.0% | $93.6M 1.7% | $116.5M 3.1% | $140.8M 4.2% | $148.7M 4.6% | $153.2M 5.0% | $155.3M 5.5% |
| Interest & Investment Income | $74.4M 1.8% | $108.7M 2.7% | $120.5M 3.0% | $12.9M 0.3% | $1.4M 0.0% | $4.3M 0.1% | $4.6M 0.1% | $6.3M 0.2% | $3.8M 0.1% | $700K 0.0% |
| Other Income (Expense), net | $9.6M 0.2% | -$4.1M -0.1% | -$1.7M -0.0% | $30.9M 0.6% | -$5.4M -0.1% | $9.1M 0.2% | $3.1M 0.1% | $7.6M 0.2% | $12.9M 0.4% | $26.6M 0.9% |
| Pretax Income | $681.2M 16.6% | $865.1M 21.5% | $676.1M 16.8% | $1.59B 32.7% | $2.36B 41.9% | $1.00B 26.5% | -$257.7M -7.7% | -$418.6M -13.0% | $1.23B 40.2% | $415.3M 14.7% |
| Income Tax Expense | $115.5M 2.8% | $75.6M 1.9% | $220.1M 5.5% | $286.2M 5.9% | $491.4M 8.7% | -$108.6M -2.9% | -$54.1M -1.6% | -$307.3M -9.5% | $475.0M 15.5% | $84.5M 3.0% |
| Net Income | $565.7M 13.8% | $789.5M 19.6% | $456.0M 11.3% | $1.30B 26.8% | $1.87B 33.2% | $1.12B 29.5% | -$203.6M -6.0% | -$111.3M -3.5% | $755.5M 24.7% | $330.8M 11.7% |
| Per Share | ||||||||||
| EPS (Basic) | $2.50 | $3.35 | $1.85 | $5.18 | $7.28 | $4.24 | $-0.76 | $-0.40 | $2.70 | $1.18 |
| EPS (Diluted) | $2.49 | $3.32 | $1.83 | $5.13 | $7.21 | $4.21 | $-0.76 | $-0.40 | $2.64 | $1.16 |
| Weighted Avg Shares (Basic) | 226.2M | 235.7M | 246.8M | 251.5M | 257.0M | 262.7M | 269.4M | 275.1M | 279.8M | 280.2M |
| Weighted Avg Shares (Diluted) | 227.6M | 237.6M | 248.8M | 253.8M | 259.7M | 264.6M | 269.4M | 275.1M | 285.7M | 286.2M |
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.
No current price collected.
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 | 27.6 | — | — | — | — | 38.4 | 39.0 | 39.0 |
| Gross Profit | 52.7 | 34.8 | 59.0 | 67.4 | 61.6 | 51.4 | 55.3 | 51.6 |
| R&D | 6.8 | 6.9 | 5.9 | 4.9 | 5.8 | 7.3 | 6.8 | 6.1 |
| SG&A | 11.4 | 9.9 | 9.4 | 7.7 | 8.4 | 9.7 | 10.2 | 11.0 |
| Operating Income | -7.4 | -3.7 | 29.3 | 44.0 | 33.7 | 16.6 | 21.9 | 17.4 |
| Income Tax | -9.5 | -1.6 | -2.9 | 8.7 | 5.9 | 5.5 | 1.9 | 2.8 |
| Net Income | -3.5 | -6.0 | 29.5 | 33.2 | 26.8 | 11.3 | 19.6 | 13.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HOLX: 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.
Ranked against 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $894.1B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.5B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $467.1B | 111.9× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $368.2B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $339.9B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.7B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $248.2B | 37.1× | 31.9× | 5.6× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $204.6B | 26.7× | 17.6× | 5.6× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $187.3B | 22.3× | 20.4× | 6.4× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.0B | 27.5× | 19.2× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.1B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $150.2B | 42.1× | 31.0× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $136.2B | 48.7× | 37.5× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $131.1B | 33.7× | 28.8× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $127.8B | 18.2× | — | 2.6× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.8B | 24.9× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $114.7B | 64.9× | 11.5× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $107.1B | 33.4× | 18.4× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.5B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.4B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.4B | 16.4× | 15.5× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.6B | 19.0× | 19.8× | 5.8× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.7B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| HOLX | — | — | — | — | 1.7% | 51.6% | 13.8% | 11.2% | 7.5% | 3.0× | 673 |
Peers = companies sharing HOLX's sector (Healthcare) 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.