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Held by 357 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.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $40.91 today, the market must believe free cash flow compounds 10.1%/yr for a decade (off $248M normalized FCF).
The market's 10.1% is more optimistic than its 9-yr track record.
2-stage DCF · 0.10B shares · net debt $1.9B
mean -11.8% · volatility σ 159% · implied rate exceeded in 1/7 yrs
Central path = implied 10.1%/yr growth; shaded band = ±1σ (159%) 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 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 data unavailable. 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.
The dividend takes 86% of free cash flow — sustainable but with limited headroom. Last year: $101M dividends + $0 buybacks = $101M returned on $117M 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 reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: -3%. 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 $197M covers the $7M due within a year 28.7× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~5.2% on $2.1B of debt.
Cash of $197M fully covers short-term debt of $7M.
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 2026-09-18
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 | $3.75B 100.0% | $2.76B 100.0% | $2.87B 100.0% | $2.06B 100.0% | $1.22B 100.0% | $1.77B 100.0% | $2.80B 100.0% | $2.49B 100.0% | $1.80B 100.0% | $1.62B 100.0% |
| Selling, General & Admin | $287.1M 7.7% | $244.9M 8.9% | $206.7M 7.2% | $182.4M 8.9% | $172.2M 14.1% | $167.5M 9.4% | $194.4M 6.9% | $199.3M 8.0% | $147.5M 8.2% | $146.2M 9.0% |
| Total Operating Expenses | $3.74B 99.9% | $2.30B 83.4% | $2.30B 80.2% | $2.01B 97.8% | $1.65B 135.2% | $2.39B 135.0% | $2.78B 99.3% | $2.45B 98.7% | $1.97B 109.4% | $1.65B 101.6% |
| Operating Income | $3.3M 0.1% | $457.4M 16.6% | $568.3M 19.8% | $45.3M 2.2% | -$428.5M -35.2% | -$620.2M -35.0% | $20.6M 0.7% | $33.0M 1.3% | -$169.1M -9.4% | -$26.0M -1.6% |
| Interest Expense | $107.8M 2.9% | $29.1M 1.1% | $17.3M 0.6% | $19.2M 0.9% | $24.0M 2.0% | $24.5M 1.4% | $25.2M 0.9% | $24.3M 1.0% | $19.7M 1.1% | $22.9M 1.4% |
| Other Income (Expense), net | -$77.4M -2.1% | $23.6M 0.9% | $25.1M 0.9% | -$14.0M -0.7% | -$1.3M -0.1% | -$16.3M -0.9% | -$71.8M -2.6% | -$17.1M -0.7% | -$15.5M -0.9% | -$46.7M -2.9% |
| Pretax Income | -$74.1M -2.0% | $481.0M 17.4% | $593.4M 20.7% | $31.3M 1.5% | -$429.9M -35.3% | -$636.5M -35.9% | -$51.2M -1.8% | $15.8M 0.6% | -$184.6M -10.2% | -$72.7M -4.5% |
| Income Tax Expense | $85.8M 2.3% | $136.9M 5.0% | $159.3M 5.5% | $24.4M 1.2% | -$103.7M -8.5% | -$140.1M -7.9% | -$18.7M -0.7% | -$477.2M -19.2% | -$56.7M -3.1% | -$19.7M -1.2% |
| Net Income | -$163.7M -4.4% | $344.2M 12.5% | $434.1M 15.1% | $7.0M 0.3% | -$326.1M -26.8% | -$494.5M -27.9% | -$33.7M -1.2% | $482.7M 19.4% | -$128.2M -7.1% | -$56.8M -3.5% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.66 | $3.43 | $4.18 | $0.05 | $-3.04 | $-4.60 | $-0.34 | $4.39 | $-1.20 | $-0.54 |
| EPS (Diluted) | $-1.66 | $3.43 | $4.16 | $0.05 | $-3.04 | $-4.60 | $-0.34 | $4.37 | $-1.20 | $-0.54 |
| Weighted Avg Shares (Basic) | 99.3M | 98.9M | 102.4M | 105.9M | 107.8M | 108.0M | 109.2M | 108.9M | 108.5M | 108.0M |
| Weighted Avg Shares (Diluted) | 99.3M | 99.1M | 102.9M | 106.6M | 107.8M | 108.0M | 109.2M | 109.4M | 108.5M | 108.0M |
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.
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 2026-09-18
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 79th 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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 8.0 | 6.9 | 9.4 | 14.1 | 8.9 | 7.2 | 8.9 | 7.7 |
| Operating Income | 1.3 | 0.7 | -35.0 | -35.2 | 2.2 | 19.8 | 16.6 | 0.1 |
| Income Tax | -19.2 | -0.7 | -7.9 | -8.5 | 1.2 | 5.5 | 5.0 | 2.3 |
| Net Income | 19.4 | -1.2 | -27.9 | -26.8 | 0.3 | 15.1 | 12.5 | -4.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on HP: 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 | $683.4B | 24.4× | — | 2.1× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $537.9B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $387.4B | 31.6× | — | 2.0× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.1B | 20.8× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $154.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $129.6B | 32.1× | 11.1× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.7B | 54.6× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $114.8B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $110.9B | 25.3× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.2B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $88.0B | 33.7× | 17.8× | 7.4× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $85.1B | — | 12.7× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.3B | 15.8× | 7.6× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $76.4B | 21.8× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.8B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $70.8B | 23.2× | 14.3× | 4.2× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $62.7B | 34.4× | 16.5× | 3.7× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.3B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $60.3B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.0B | 11.1× | 7.7× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.9B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.0B | 36.5× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.8B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $54.8B | 33.6× | 11.0× | 3.6× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| HP | $4.1B | — | 9.4× | 1.1× | 35.9% | — | -4.4% | -5.8% | -3.3% | 3.3× | 357 |
Peers = companies sharing HP'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.