Loading institutional data...
Loading institutional data...
Held by 602 of 5,944 reporting institutions (97th 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...
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $30.22 today, the market must believe free cash flow compounds 0.1%/yr for a decade (off $1.2B normalized FCF).
The market's 0.1% is more conservative than its 9-yr track record.
2-stage DCF · 0.44B shares · net debt $788M
mean 23.8% · volatility σ 58% · implied rate exceeded in 5/9 yrs
Central path = implied 0.1%/yr growth; shaded band = ±1σ (58%) 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.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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 falling 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 is comfortably covered — only 26% of free cash flow, leaving room to grow it and fund buybacks. Last year: $377M dividends + $124M buybacks = $501M returned on $1.4B FCF.
4 consecutive years of dividend increases · -3%/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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -1%. 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 $1.0B covers all $531M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2012-09-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~4.5% on $1.8B of debt.
Cash vs short-term debt unavailable.
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 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.38B 100.0% | $6.07B 100.0% | $5.72B 100.0% | $6.05B 100.0% | $6.89B 100.0% | $6.15B 100.0% | $6.12B 100.0% | $5.31B 100.0% | $5.16B 100.0% | $4.73B 100.0% |
| Selling, General & Admin | $576.5M 9.0% | $594.7M 9.8% | $567.6M 9.9% | $493.6M 8.2% | $424.1M 6.2% | $480.8M 7.8% | $404.2M 6.6% | $324.4M 6.1% | $306.9M 5.9% | $294.4M 6.2% |
| Total Operating Expenses | $7.07B 110.9% | $5.23B 86.3% | $6.15B 107.6% | $4.73B 78.2% | $5.11B 74.1% | $5.23B 85.0% | $5.31B 86.8% | $4.11B 77.3% | $3.88B 75.2% | $3.58B 75.7% |
| Operating Income | -$695.7M -10.9% | $832.1M 13.7% | -$434.8M -7.6% | $1.32B 21.8% | $1.79B 25.9% | $920.4M 15.0% | $808.2M 13.2% | $1.20B 22.7% | $1.28B 24.8% | $1.15B 24.3% |
| Interest Expense | $82.5M 1.3% | $58.0M 1.0% | $70.5M 1.2% | $85.2M 1.4% | $94.7M 1.4% | $129.3M 2.1% | $135.7M 2.2% | $111.5M 2.1% | $94.8M 1.8% | $93.4M 2.0% |
| Other Income (Expense), net | $55.9M 0.9% | $47.7M 0.8% | $98.0M 1.7% | -$139.5M -2.3% | $120.5M 1.7% | $44.9M 0.7% | $65.7M 1.1% | -$40.0M -0.8% | $49.5M 1.0% | $46.9M 1.0% |
| Pretax Income | -$379.4M -5.9% | $1.01B 16.6% | -$237.9M -4.2% | $1.25B 20.6% | $2.50B 36.3% | $1.07B 17.4% | $972.9M 15.9% | $1.14B 21.4% | $1.43B 27.7% | $1.21B 25.5% |
| Income Tax Expense | -$204.6M -3.2% | $252.9M 4.2% | -$69.7M -1.2% | $322.2M 5.3% | $531.1M 7.7% | $261.6M 4.3% | $235.1M 3.8% | $255.0M 4.8% | $268.2M 5.2% | $338.3M 7.1% |
| Net Income | -$174.8M -2.7% | $538.0M 8.9% | -$333.7M -5.8% | $683.9M 11.3% | $1.39B 20.2% | $524.8M 8.5% | $564.7M 9.2% | $882.8M 16.6% | $1.13B 21.8% | $854.2M 18.0% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.60 | $1.18 | $-0.73 | $1.50 | $3.01 | $1.14 | $1.29 | $2.14 | $2.75 | $2.06 |
| EPS (Diluted) | $-1.60 | $1.18 | $-0.73 | $1.49 | $2.99 | $1.13 | $1.28 | $2.14 | $2.75 | $2.06 |
| Weighted Avg Shares (Basic) | 452.6M | 457.0M | 454.8M | 457.5M | 462.8M | 459.5M | 437.8M | 412.4M | 409.4M | 414.7M |
| Weighted Avg Shares (Diluted) | 455.0M | 457.7M | 456.2M | 459.5M | 465.4M | 462.5M | 440.5M | 412.5M | 409.9M | 415.0M |
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 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.
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.
Where each multiple sits in its own 14-yr range · 86th 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 | 6.1 | 6.6 | 7.8 | 6.2 | 8.2 | 9.9 | 9.8 | 9.0 |
| Operating Income | 22.7 | 13.2 | 15.0 | 25.9 | 21.8 | -7.6 | 13.7 | -10.9 |
| Income Tax | 4.8 | 3.8 | 4.3 | 7.7 | 5.3 | -1.2 | 4.2 | -3.2 |
| Net Income | 16.6 | 9.2 | 8.5 | 20.2 | 11.3 | -5.8 | 8.9 | -2.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on IVZ: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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
Ranked against 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| IVZ | $13.4B | — | — | 2.1× | 5.1% | — | -2.7% | -1.4% | -1.2% | -3.4× | 602 |
Peers = companies sharing IVZ's sector (Financial Services) 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.