Loading institutional data...
Loading institutional data...
Held by 193 of 5,944 reporting institutions (91th percentile) — extremely crowded.
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...
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
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: 8%. 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.
$5M of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2024-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
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.
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 $29.17 today, the market must believe free cash flow compounds 19.2%/yr for a decade (off $43M normalized FCF).
2-stage DCF · 0.07B shares · net debt $0
mean -309.9% · volatility σ 466% · implied rate exceeded in 0/5 yrs
Central path = implied 19.2%/yr growth; shaded band = ±1σ (466%) 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.
6/8 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.
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 + $0 buybacks = $0 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.
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 | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $544.5B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.1B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.9B | 20.9× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.6B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $126.2B | 31.3× | 10.8× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $116.9B | — | — | — | — | — | — | — | — | — | 1,220 |
| EQNR | $110.5B | — | — | — | — | — | — | — | — | — | 398 |
| PSX | $107.4B | 24.5× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $83.3B | — | 12.5× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.7B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $78.2B | 22.3× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.7B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $68.4B | 22.4× | 14.0× | 4.0× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| LNG | $58.8B | 11.1× | 7.7× | 2.9× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| MPLX | $58.7B | — | — | 4.5× | 8.9% | — | 38.1% | — | — | — | 622 |
| OXY | $58.5B | 36.9× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| OKE | $58.4B | 17.1× | 12.4× | 1.7× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| BKR | $55.9B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $55.4B | 34.0× | 11.1× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| INVX | $2.0B | 24.4× | 10.5× | 2.1× | 48.0% | 31.0% | 8.5% | 7.9% | 7.9% | — | 193 |
Peers = companies sharing INVX'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.
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 | $978.3M 100.0% | $660.8M 100.0% | $424.1M 100.0% | $361.9M 100.0% | $322.4M 100.0% | $365.0M 100.0% | $414.8M 100.0% | $384.6M 100.0% | $455.5M 100.0% | $538.7M 100.0% |
| Cost of Revenue | $675.0M 69.0% | $428.2M 64.8% | $360.1M 84.9% | $309.1M 85.4% | $309.3M 95.9% | $269.7M 73.9% | $295.0M 71.1% | $293.6M 76.3% | $330.2M 72.5% | $328.4M 61.0% |
| Cost of Products | — | — | — | — | — | — | — | — | $246.0M 54.0% | $268.4M 49.8% |
| Cost of Services | — | — | — | — | — | — | — | — | $59.4M 13.0% | $60.0M 11.1% |
| Research & Development | $6.7M 0.7% | $3.7M 0.6% | $3.0M 0.7% | $2.5M 0.7% | — | — | — | — | — | — |
| Selling, General & Admin | $128.8M 13.2% | $116.2M 17.6% | $72.8M 17.2% | $59.2M 16.4% | $115.0M 35.7% | $95.1M 26.0% | $98.4M 23.7% | $102.1M 26.5% | $113.6M 24.9% | $53.2M 9.9% |
| Total Operating Expenses | — | — | $418.8M 98.8% | $361.5M 99.9% | $447.8M 138.9% | $428.5M 117.4% | $412.0M 99.3% | $507.4M 131.9% | $524.6M 115.2% | $425.9M 79.1% |
| Operating Income | $132.6M 13.6% | $49.1M 7.4% | $97.3M 22.9% | $75.8M 21.0% | -$125.3M -38.9% | -$63.6M -17.4% | $2.8M 0.7% | -$122.7M -31.9% | -$69.1M -15.2% | $112.9M 20.9% |
| Interest Expense | $2.6M 0.3% | $2.4M 0.4% | $5.5M 1.3% | $4.0M 1.1% | $787K 0.2% | $621K 0.2% | $314K 0.1% | $291K 0.1% | $72K 0.0% | $28K 0.0% |
| Interest & Investment Income | — | — | — | $4.5M 1.2% | $575K 0.2% | $2.1M 0.6% | $7.9M 1.9% | $8.0M 2.1% | $3.6M 0.8% | $3.0M 0.6% |
| Other Income (Expense), net | $1.8M 0.2% | -$298K -0.0% | -$385K -0.1% | $1.1M 0.3% | — | — | — | — | — | — |
| Pretax Income | $128.5M 13.1% | $142.8M 21.6% | $94.4M 22.3% | $72.9M 20.2% | -$125.5M -38.9% | -$62.0M -17.0% | $10.4M 2.5% | -$115.0M -29.9% | -$65.6M -14.4% | $115.9M 21.5% |
| Income Tax Expense | $45.2M 4.6% | $2.5M 0.4% | $20.4M 4.8% | $9.7M 2.7% | $2.9M 0.9% | -$31.3M -8.6% | $8.7M 2.1% | -$19.3M -5.0% | $35.0M 7.7% | $22.6M 4.2% |
| Net Income | $83.3M 8.5% | $140.3M 21.2% | $73.9M 17.4% | $63.3M 17.5% | -$128.5M -39.8% | -$30.8M -8.4% | $1.7M 0.4% | -$95.7M -24.9% | -$100.6M -22.1% | $93.2M 17.3% |
| Per Share | ||||||||||
| EPS (Basic) | $1.21 | $2.82 | $2.39 | $2.07 | $-3.63 | $-0.87 | $0.05 | $-2.58 | $-2.69 | $2.48 |
| EPS (Diluted) | $1.20 | $2.77 | $2.29 | $2.01 | $-3.63 | $-0.87 | $0.05 | $-2.58 | $-2.69 | $2.47 |
| Weighted Avg Shares (Basic) | 69.0M | 49.7M | 30.9M | 30.5M | 35.3M | 35.3M | 35.8M | 37.1M | 37.5M | 37.5M |
| Weighted Avg Shares (Diluted) | 69.4M | 50.6M | 32.3M | 31.4M | 35.3M | 35.3M | 36.2M | 37.1M | 37.5M | 37.7M |
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 2026-09-17
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 44th 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
High operating leverage: profit moved 3.5× 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 | 76.3 | 71.1 | 73.9 | 95.9 | 85.4 | 84.9 | 64.8 | 69.0 |
| R&D | — | — | — | — | 0.7 | 0.7 | 0.6 | 0.7 |
| SG&A | 26.5 | 23.7 | 26.0 | 35.7 | 16.4 | 17.2 | 17.6 | 13.2 |
| Operating Income | -31.9 | 0.7 | -17.4 | -38.9 | 21.0 | 22.9 | 7.4 | 13.6 |
| Income Tax | -5.0 | 2.1 | -8.6 | 0.9 | 2.7 | 4.8 | 0.4 | 4.6 |
| Net Income | -24.9 | 0.4 | -8.4 | -39.8 | 17.5 | 17.4 | 21.2 | 8.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on INVX: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.