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Insufficient data to determine institutional momentum.
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 13 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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
No trend data available for this metric.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
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).
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.
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.
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.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: -61%. 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 $5M covers all $564033 of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2024-06-30 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~8.6% on $425332 of debt.
Cash of $5M fully covers short-term debt of $159500.
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 2026-09-17
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 | FY2015 | FY2014 | FY2013 | FY2012 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.3M 100.0% | $6.0M 100.0% | $6.5M 100.0% | $4.5M 100.0% | $1.9M 100.0% | $1.5M 100.0% | $3.1M 100.0% | $2.2M 100.0% | $3.3M 100.0% | $3.6M 100.0% |
| Cost of Revenue | $4.0M 75.9% | $4.7M 78.4% | $5.4M 83.6% | $3.5M 78.4% | $1.1M 56.6% | $992K 66.8% | $2.4M 77.8% | $1.6M 73.8% | $2.7M 81.6% | $3.2M 89.5% |
| Gross Profit | $1.3M 24.1% | $1.3M 21.6% | $1.1M 16.4% | $964K 21.6% | $832K 43.4% | $493K 33.2% | $682K 22.2% | $574K 26.2% | $616K 18.4% | $379K 10.5% |
| Research & Development | $171K 3.2% | $363K 6.0% | $797K 12.3% | — | — | — | $265K 8.6% | $304K 13.9% | $286K 8.5% | — |
| Selling, General & Admin | $4.3M 82.0% | $5.0M 83.2% | $4.3M 66.4% | $4.3M 96.1% | $3.6M 185.5% | $1.7M 116.0% | $4.0M 130.8% | $5.5M 253.2% | $6.6M 196.5% | $4.2M 117.0% |
| Total Operating Expenses | $4.5M 85.2% | $5.4M 89.2% | $5.1M 78.6% | $4.3M 96.1% | $3.6M 185.5% | $1.7M 116.0% | $4.0M 130.8% | $5.5M 253.2% | $7.4M 221.7% | — |
| Operating Income | -$3.2M -61.1% | -$4.1M -67.6% | -$4.0M -62.2% | -$3.3M -74.5% | -$2.7M -142.1% | -$1.2M -82.8% | -$3.3M -108.6% | -$5.0M -226.9% | -$6.8M -203.3% | -$3.8M -106.5% |
| Interest Expense | $37K 0.7% | $26K 0.4% | $7K 0.1% | $53K 1.2% | $274K 14.3% | $399K 26.9% | $397K 12.9% | $479K 21.9% | $84K 2.5% | $80K 2.2% |
| Interest & Investment Income | $62K 1.2% | $114K 1.9% | $132K 2.0% | $57K 1.3% | $354 0.0% | $914 0.1% | $20K 0.7% | $16K 0.7% | $2K 0.1% | $806 0.0% |
| Other Income (Expense), net | $59K 1.1% | $122K 2.0% | -$83K -1.3% | -$13K -0.3% | -$273K -14.3% | -$374K -25.2% | -$435K -14.2% | -$682K -31.2% | -$71K -2.1% | -$79K -2.2% |
| Pretax Income | -$3.2M -60.0% | -$3.9M -65.6% | -$4.1M -63.5% | -$3.3M -74.8% | -$3.0M -156.4% | — | -$3.8M -122.8% | -$5.6M -258.1% | -$6.9M -205.4% | -$3.9M -108.7% |
| Income Tax Expense | $30K 0.6% | $32K 0.5% | $18K 0.3% | $3K 0.1% | — | — | $13K 0.4% | $16K 0.7% | -$69K -2.1% | -$83K -2.3% |
| Net Income | -$3.2M -60.6% | -$4.0M -66.1% | -$4.1M -63.8% | -$3.3M -74.9% | -$3.0M -156.4% | -$1.6M -108.0% | -$3.8M -123.2% | -$839K -38.4% | -$6.8M -203.3% | -$3.8M -106.5% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.88 | $-1.81 | $-2.07 | $-0.26 | $-0.34 | $-0.03 | — | $-0.21 | $-0.27 | — |
| EPS (Diluted) | $-0.88 | $-1.81 | $-2.07 | $-0.26 | — | — | — | — | — | — |
| Weighted Avg Shares (Basic) | 3.6M | 2.2M | 2.0M | 12.8M | 8.9M | — | — | — | — | — |
| Weighted Avg Shares (Diluted) | 3.6M | 2.2M | 2.0M | 12.8M | 8.9M | 51.7M | — | — | — | — |
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.
Nothing notable to watch.
Where each multiple sits in its own 10-yr range · 0th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 10-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
High operating leverage: profit moved 1.7× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2014 | FY2015 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 73.8 | 77.8 | 66.8 | 56.6 | 78.4 | 83.6 | 78.4 | 75.9 |
| Gross Profit | 26.2 | 22.2 | 33.2 | 43.4 | 21.6 | 16.4 | 21.6 | 24.1 |
| R&D | 13.9 | 8.6 | — | — | — | 12.3 | 6.0 | 3.2 |
| SG&A | 253.2 | 130.8 | 116.0 | 185.5 | 96.1 | 66.4 | 83.2 | 82.0 |
| Operating Income | -226.9 | -108.6 | -82.8 | -142.1 | -74.5 | -62.2 | -67.6 | -61.1 |
| Income Tax | 0.7 | 0.4 | — | — | 0.1 | 0.3 | 0.5 | 0.6 |
| Net Income | -38.4 | -123.2 | -108.0 | -156.4 | -74.9 | -63.8 | -66.1 | -60.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IVDA: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 651 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| IVDA | $2M | — | — | 0.3× | -12.3% | 24.1% | -60.6% | -66.9% | -61.4% | -0.1× | 13 |
Peers = companies sharing IVDA's sector (Industrials) 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.