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Held by 253 of 5,944 reporting institutions (93th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $93.18 today, the market must believe free cash flow compounds 4.8%/yr for a decade (off $125M normalized FCF).
The market's 4.8% is more optimistic than its 9-yr track record.
2-stage DCF · 0.02B shares · net debt -$293M
mean 20.6% · volatility σ 92% · implied rate exceeded in 3/9 yrs
Central path = implied 4.8%/yr growth; shaded band = ±1σ (92%) 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.
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.
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
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.
The dividend is comfortably covered — only 48% of free cash flow, leaving room to grow it and fund buybacks. Last year: $42M dividends + $24M buybacks = $66M returned on $88M FCF.
9 consecutive years of dividend increases · 11%/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 balanced mix of reinvestment and shareholder returns.
Modest payoff on reinvested capital. Current ROIC on all capital: 9%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Interest last disclosed in FY2020 (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. Educational — not a recommendation.
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 | $1.78B 100.0% | $1.85B 100.0% | $1.95B 100.0% | $1.96B 100.0% | $1.48B 100.0% | $1.19B 100.0% | $1.51B 100.0% | $1.48B 100.0% | $1.31B 100.0% | $883.4M 100.0% |
| Cost of Revenue | $1.29B 72.3% | $1.30B 70.6% | $1.36B 69.7% | $1.38B 70.1% | $1.05B 70.7% | $850.4M 71.3% | $1.05B 69.2% | $1.04B 70.5% | $903.5M 69.1% | $551.1M 62.4% |
| Cost of Products | — | — | — | — | — | — | — | — | $903.5M 69.1% | $551.1M 62.4% |
| Gross Profit | $492.4M 27.7% | $542.9M 29.4% | $591.1M 30.3% | $586.7M 29.9% | $434.9M 29.3% | $342.7M 28.7% | $466.2M 30.8% | $435.0M 29.5% | $403.3M 30.9% | $332.3M 37.6% |
| Research & Development | $51.0M 2.9% | $56.5M 3.1% | $49.0M 2.5% | $38.7M 2.0% | $37.4M 2.5% | $30.9M 2.6% | $35.4M 2.3% | $33.4M 2.3% | $31.4M 2.4% | $25.4M 2.9% |
| Selling, General & Admin | $285.1M 16.0% | $305.3M 16.5% | $380.5M 19.5% | $360.7M 18.4% | $267.2M 18.0% | $237.0M 19.9% | $280.9M 18.6% | $261.0M 17.7% | $244.2M 18.7% | $216.7M 24.5% |
| Total Operating Expenses | $362.9M 20.4% | $365.0M 19.8% | $429.5M 22.0% | $399.4M 20.3% | $302.8M 20.4% | $309.0M 25.9% | $316.3M 20.9% | $301.5M 20.4% | $278.3M 21.3% | $234.1M 26.5% |
| Operating Income | $129.5M 7.3% | $177.9M 9.6% | $161.6M 8.3% | $187.3M 9.5% | $132.1M 8.9% | $33.7M 2.8% | $149.9M 9.9% | $133.5M 9.0% | $125.0M 9.6% | $98.2M 11.1% |
| Interest Expense | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $800K 0.1% | $4.8M 0.3% | $6.5M 0.4% | $7.2M 0.6% | $2.6M 0.3% |
| Other Income (Expense), net | -$600K -0.0% | $9.6M 0.5% | $10.5M 0.5% | -$1.6M -0.1% | $3.8M 0.3% | $7.8M 0.7% | $5.3M 0.4% | $5.0M 0.3% | $11.3M 0.9% | $8.1M 0.9% |
| Pretax Income | $138.1M 7.8% | $41.2M 2.2% | $174.4M 8.9% | $184.6M 9.4% | $134.4M 9.1% | $39.7M 3.3% | $150.4M 9.9% | $131.6M 8.9% | $128.1M 9.8% | $103.1M 11.7% |
| Income Tax Expense | $21.5M 1.2% | $5.6M 0.3% | $35.3M 1.8% | $51.6M 2.6% | $41.3M 2.8% | $11.0M 0.9% | $38.2M 2.5% | $46.6M 3.2% | $66.3M 5.1% | $21.8M 2.5% |
| Net Income | $116.6M 6.6% | $35.6M 1.9% | $139.1M 7.1% | $133.0M 6.8% | $93.1M 6.3% | $28.7M 2.4% | $112.2M 7.4% | $85.0M 5.8% | $61.8M 4.7% | $81.3M 9.2% |
| Per Share | ||||||||||
| EPS (Basic) | $4.69 | $1.43 | $5.60 | $5.37 | $3.78 | $1.17 | $4.58 | $3.48 | $2.56 | $3.39 |
| EPS (Diluted) | $4.67 | $1.42 | $5.56 | $5.32 | $3.75 | $1.16 | $4.54 | $3.45 | $2.52 | $3.33 |
| Weighted Avg Shares (Basic) | 24.9M | 24.9M | 24.9M | 24.8M | 24.6M | 24.6M | 24.5M | 24.4M | 24.1M | 24.0M |
| Weighted Avg Shares (Diluted) | 25.0M | 25.1M | 25.0M | 25.0M | 24.9M | 24.8M | 24.7M | 24.6M | 24.5M | 24.4M |
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.
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 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 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHP | $439.4B | — | — | — | — | — | — | — | — | — | 713 |
| LIN | $215.3B | 31.4× | 19.3× | 6.3× | 3.0% | — | 20.3% | 18.0% | 10.9% | 2.1× | 2,148 |
| SCCO | $162.1B | 37.4× | 20.9× | 12.1× | 17.4% | 60.1% | 32.4% | 39.4% | 24.4% | 0.9× | 791 |
| CX | $147.8B | — | — | — | — | — | — | — | — | — | 297 |
| TX | $116.5B | — | — | — | — | — | — | — | — | — | 139 |
| FCX | $101.8B | — | 12.3× | 3.9× | 1.8% | 28.2% | 16.0% | 22.0% | 14.7% | 1.1× | 1,775 |
| AEM | $100.7B | — | — | — | — | — | — | — | — | — | 1,066 |
| SHW | $79.5B | 31.3× | — | 3.4× | 2.1% | 48.8% | 10.9% | 55.9% | 17.0% | — | 1,610 |
| ECL | $76.6B | 37.3× | 22.5× | 4.8× | 2.2% | 44.5% | 12.9% | 21.2% | 19.5% | 0.3× | 1,619 |
| B | $73.2B | — | — | — | — | — | — | — | — | — | 979 |
| WPM | $69.1B | — | — | — | — | — | — | — | — | — | 809 |
| APD | $63.7B | — | 90.0× | 5.3× | -0.5% | 31.4% | -3.3% | -2.6% | -2.6% | 0.1× | 1,702 |
| VALE | $61.6B | — | — | — | — | — | — | — | — | — | 537 |
| NUE | $61.2B | 35.3× | — | 1.9× | 5.7% | 11.9% | 5.4% | 8.3% | 8.3% | — | 1,325 |
| CRH | $58.0B | 15.7× | 9.3× | 1.6× | 5.3% | 36.1% | 10.0% | 15.6% | 9.2% | 2.2× | 9 |
| MT | $57.2B | — | — | — | — | — | — | — | — | — | 286 |
| DD | $53.6B | — | — | 7.8× | 1.9% | 34.5% | -11.4% | -5.6% | -5.6% | — | 1,172 |
| AU | $51.7B | — | — | — | — | — | — | — | — | — | 537 |
| FNV | $51.4B | — | — | — | — | — | — | — | — | — | 614 |
| NTR | $37.7B | — | — | — | — | — | — | — | — | — | 718 |
| STLD | $35.6B | 30.7× | 19.2× | 2.0× | 3.6% | 13.2% | 6.5% | 13.2% | 9.0% | 2.1× | 893 |
| KGC | $34.2B | — | — | — | — | — | — | — | — | — | 630 |
| VMC | $31.9B | 30.1× | 15.3× | 4.0× | 7.1% | 27.4% | 13.6% | 12.6% | 8.4% | 1.8× | 981 |
| MLM | $29.8B | 26.3× | 16.9× | 4.8× | 8.6% | 30.7% | 18.5% | 11.3% | 7.4% | 2.6× | 1,022 |
| PPG | $23.6B | 15.2× | — | 1.5× | 0.2% | 41.3% | 9.9% | 19.8% | 10.3% | — | 1,003 |
| IOSP | $2.3B | 19.9× | 11.7× | 1.3× | -3.7% | 27.7% | 6.6% | 8.8% | 8.8% | — | 253 |
Peers = companies sharing IOSP's sector (Basic Materials) 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
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 54th 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 7.4× 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 | 70.5 | 69.2 | 71.3 | 70.7 | 70.1 | 69.7 | 70.6 | 72.3 |
| Gross Profit | 29.5 | 30.8 | 28.7 | 29.3 | 29.9 | 30.3 | 29.4 | 27.7 |
| R&D | 2.3 | 2.3 | 2.6 | 2.5 | 2.0 | 2.5 | 3.1 | 2.9 |
| SG&A | 17.7 | 18.6 | 19.9 | 18.0 | 18.4 | 19.5 | 16.5 | 16.0 |
| Operating Income | 9.0 | 9.9 | 2.8 | 8.9 | 9.5 | 8.3 | 9.6 | 7.3 |
| Income Tax | 3.2 | 2.5 | 0.9 | 2.8 | 2.6 | 1.8 | 0.3 | 1.2 |
| Net Income | 5.8 | 7.4 | 2.4 | 6.3 | 6.8 | 7.1 | 1.9 | 6.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IOSP: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.