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Held by 864 of 5,944 reporting institutions (98th 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $144.16 today, the market must believe free cash flow compounds 9.6%/yr for a decade (off $793M normalized FCF).
The market's 9.6% is more optimistic than its 9-yr track record.
2-stage DCF · 0.12B shares · net debt $1.0B
mean -25.8% · volatility σ 101% · implied rate exceeded in 2/8 yrs
Central path = implied 9.6%/yr growth; shaded band = ±1σ (101%) 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.
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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.
The dividend is comfortably covered — only 25% of free cash flow, leaving room to grow it and fund buybacks. Last year: $153M dividends + $754M buybacks = $907M returned on $607M FCF.
5 consecutive years of dividend increases · 44%/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.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 5%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.5% on $2.2B of debt.
Cash of $1.2B fully covers short-term debt of $0.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
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 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 |
| J | $17.2B | 60.6× | — | 1.4× | 4.6% | 24.8% | 2.4% | 7.9% | 4.9% | — | 864 |
Peers = companies sharing J'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.
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 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $12.03B 100.0% | $11.50B 100.0% | $10.85B 100.0% | $9.78B 100.0% | $14.09B 100.0% | $13.57B 100.0% | $12.74B 100.0% | $14.98B 100.0% | $10.02B 100.0% | $10.96B 100.0% |
| Cost of Revenue | $9.04B 75.2% | $8.67B 75.4% | $8.14B 75.0% | $7.20B 73.6% | $11.05B 78.4% | $10.98B 80.9% | $10.26B 80.6% | $8.42B 56.2% | $5.07B 50.6% | $9.20B 83.9% |
| Gross Profit | $2.98B 24.8% | $2.83B 24.6% | $2.71B 25.0% | $2.58B 26.4% | $3.04B 21.6% | $2.59B 19.1% | $2.48B 19.4% | $2.16B 14.4% | $1.26B 12.6% | $1.77B 16.1% |
| Selling, General & Admin | $2.12B 17.6% | $2.14B 18.6% | $2.03B 18.7% | $2.04B 20.9% | $2.36B 16.7% | $2.05B 15.1% | $2.07B 16.3% | $1.77B 11.8% | $1.02B 10.1% | $1.43B 13.0% |
| Operating Income | $863.6M 7.2% | $692.4M 6.0% | $676.5M 6.2% | $539.9M 5.5% | $688.1M 4.9% | $536.0M 4.0% | $404.9M 3.2% | $387.4M 2.6% | $244.1M 2.4% | $338.6M 3.1% |
| Interest Expense | $145.8M 1.2% | $169.1M 1.5% | $168.1M 1.5% | $100.2M 1.0% | $72.7M 0.5% | $62.2M 0.5% | $83.9M 0.7% | $76.8M 0.5% | $12.0M 0.1% | $15.3M 0.1% |
| Interest & Investment Income | $35.8M 0.3% | $34.5M 0.3% | $25.0M 0.2% | $4.3M 0.0% | $3.5M 0.0% | $4.7M 0.0% | $9.5M 0.1% | $9.0M 0.1% | $8.7M 0.1% | $7.8M 0.1% |
| Other Income (Expense), net | -$320.2M -2.7% | $84.8M 0.7% | -$155.5M -1.4% | -$62.4M -0.6% | $7.5M 0.1% | -$94.8M -0.7% | -$53.9M -0.4% | -$56.5M -0.4% | -$988K -0.0% | -$51.9M -0.5% |
| Pretax Income | $543.5M 4.5% | $777.3M 6.8% | $521.0M 4.8% | $477.5M 4.9% | $695.6M 4.9% | $441.2M 3.3% | $351.0M 2.8% | $331.0M 2.2% | $243.2M 2.4% | $286.7M 2.6% |
| Income Tax Expense | $215.6M 1.8% | $131.5M 1.1% | $101.3M 0.9% | $66.3M 0.7% | $274.8M 1.9% | $55.3M 0.4% | $37.0M 0.3% | $325.6M 2.2% | $73.1M 0.7% | $72.2M 0.7% |
| Net Income | $289.3M 2.4% | $806.1M 7.0% | $665.8M 6.1% | $644.0M 6.6% | $477.0M 3.4% | $491.8M 3.6% | $848.0M 6.7% | $163.4M 1.1% | $293.7M 2.9% | $210.5M 1.9% |
| Per Share | ||||||||||
| EPS (Basic) | $2.39 | $6.35 | $5.32 | $5.01 | $3.22 | $3.74 | $6.14 | $1.18 | $2.43 | $1.75 |
| EPS (Diluted) | $2.38 | $6.32 | $5.30 | $4.98 | $3.20 | $3.71 | $6.08 | $1.18 | $2.42 | $1.73 |
| Weighted Avg Shares (Basic) | 121.5M | 125.3M | 126.6M | 128.7M | 130.2M | 131.5M | 137.9M | 137.5M | 119.4M | 120.1M |
| Weighted Avg Shares (Diluted) | 121.9M | 125.9M | 127.2M | 129.4M | 131.3M | 132.7M | 139.2M | 137.5M | 120.1M | 121.5M |
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.
EOD close · as of 2026-09-17
No material risks flagged.
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 5.4× 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 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 56.2 | 80.6 | 80.9 | 78.4 | 73.6 | 75.0 | 75.4 | 75.2 |
| Gross Profit | 14.4 | 19.4 | 19.1 | 21.6 | 26.4 | 25.0 | 24.6 | 24.8 |
| SG&A | 11.8 | 16.3 | 15.1 | 16.7 | 20.9 | 18.7 | 18.6 | 17.6 |
| Operating Income | 2.6 | 3.2 | 4.0 | 4.9 | 5.5 | 6.2 | 6.0 | 7.2 |
| Income Tax | 2.2 | 0.3 | 0.4 | 1.9 | 0.7 | 0.9 | 1.1 | 1.8 |
| Net Income | 1.1 | 6.7 | 3.6 | 3.4 | 6.6 | 6.1 | 7.0 | 2.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on J: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.