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Held by 547 of 5,944 reporting institutions (97th 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 $240.74 today, the market must believe free cash flow compounds 3.9%/yr for a decade (off $1.2B normalized FCF).
The market's 3.9% is more conservative than its 9-yr track record.
2-stage DCF · 0.06B shares · net debt $4.0B
mean 11.7% · volatility σ 25% · implied rate exceeded in 5/9 yrs
Central path = implied 3.9%/yr growth; shaded band = ±1σ (25%) 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.
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.
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
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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).
Coverage data unavailable; 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.
No dividend to cover. Last year: $0 dividends + $125M buybacks = $125M returned on $1.3B FCF.
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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -4%. 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 $1.4B covers the $31M due within a year 44.9× over. Scheduled principal only (excludes interest & revolver draws). As of 2024-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~0.6% on $5.7B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash of $1.4B fully covers short-term debt of $1.0B.
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 2026-09-18
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
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 |
|---|---|---|---|---|---|---|---|---|
| R&D | 12.0 | 13.9 | — | — | — | — | — | — |
| SG&A | 36.1 | 34.1 | 36.1 | 46.9 | 38.7 | 35.0 | 34.0 | 42.4 |
| Operating Income | 32.5 | 24.6 | 16.0 | 5.5 | -1.8 | 15.1 | 17.6 | -10.1 |
| Income Tax | 4.2 | -3.4 | 1.4 | 7.0 | -4.3 | -3.1 | -2.2 | -6.4 |
| Net Income | 23.6 | 24.2 | 10.1 | -10.7 | -6.1 | 10.8 | 13.8 | -8.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JAZZ: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
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 | $4.27B 100.0% | $4.07B 100.0% | $3.83B 100.0% | $3.66B 100.0% | $3.09B 100.0% | $2.36B 100.0% | $2.16B 100.0% | $1.89B 100.0% | $1.62B 100.0% | $1.49B 100.0% |
| Research & Development | — | — | — | — | — | — | $299.7M 13.9% | $226.6M 12.0% | $198.4M 12.3% | $162.3M 10.9% |
| Selling, General & Admin | $1.81B 42.4% | $1.39B 34.0% | $1.34B 35.0% | $1.42B 38.7% | $1.45B 46.9% | $854.2M 36.1% | $736.9M 34.1% | $683.5M 36.1% | $544.2M 33.6% | $502.9M 33.8% |
| Total Operating Expenses | $4.70B 110.1% | $3.35B 82.4% | $3.26B 84.9% | $3.72B 101.8% | $2.92B 94.5% | $1.99B 84.0% | $1.63B 75.4% | $1.28B 67.5% | $1.09B 67.3% | $896.3M 60.2% |
| Operating Income | -$430.2M -10.1% | $716.6M 17.6% | $578.6M 15.1% | -$65.5M -1.8% | $170.3M 5.5% | $378.1M 16.0% | $532.4M 24.6% | $614.8M 32.5% | $528.8M 32.7% | $591.7M 39.8% |
| Interest Expense | — | — | $32.8M 0.9% | $32.8M 0.9% | $89.9M 2.9% | $87.6M 3.7% | $62.5M 2.9% | $56.7M 3.0% | $37.8M 2.3% | $27.5M 1.8% |
| Interest & Investment Income | $85.8M 2.0% | $106.3M 2.6% | $65.1M 1.7% | $11.5M 0.3% | $1.8M 0.1% | $11.1M 0.5% | $20.5M 0.9% | $16.9M 0.9% | $4.1M 0.3% | — |
| Pretax Income | -$627.9M -14.7% | $470.4M 11.6% | $297.9M 7.8% | -$372.8M -10.2% | -$112.8M -3.6% | $275.1M 11.6% | $454.3M 21.0% | $529.5M 28.0% | $441.1M 27.3% | $532.4M 35.8% |
| Income Tax Expense | -$272.4M -6.4% | -$91.4M -2.2% | -$119.9M -3.1% | -$158.6M -4.3% | $216.1M 7.0% | $33.5M 1.4% | -$73.2M -3.4% | $80.2M 4.2% | -$47.7M -2.9% | $135.2M 9.1% |
| Net Income | -$356.1M -8.3% | $560.1M 13.8% | $414.8M 10.8% | -$224.1M -6.1% | -$329.7M -10.7% | $238.6M 10.1% | $523.4M 24.2% | $447.1M 23.6% | $487.8M 30.1% | $396.8M 26.7% |
| Per Share | ||||||||||
| EPS (Basic) | $-5.84 | $9.06 | $6.55 | $-3.58 | $-5.52 | $4.28 | $9.22 | $7.45 | $8.13 | $6.56 |
| EPS (Diluted) | $-5.84 | $8.65 | $6.10 | $-3.58 | $-5.52 | $4.22 | $9.09 | $7.30 | $7.96 | $6.41 |
| Weighted Avg Shares (Basic) | 61.0M | 61.8M | 63.3M | 62.5M | 59.7M | 55.7M | 56.7M | 60.0M | 60.0M | 60.5M |
| Weighted Avg Shares (Diluted) | 61.0M | 66.0M | 72.1M | 62.5M | 59.7M | 56.5M | 57.5M | 61.2M | 61.3M | 61.9M |
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.
Ranked against 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $829.3B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.0B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $466.9B | 111.8× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $367.5B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $341.5B | 28.5× | 19.8× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.6B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $245.6B | 36.7× | 31.7× | 5.5× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $207.8B | 27.1× | 17.8× | 5.7× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $186.3B | 22.1× | 20.3× | 6.3× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.6B | 27.6× | 19.3× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.2B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $149.7B | 41.9× | 30.9× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $139.7B | 50.0× | 38.4× | 13.9× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $129.1B | 33.2× | 28.3× | 10.8× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $128.3B | 18.2× | — | 2.7× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $117.9B | 24.7× | 12.5× | 3.2× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $112.9B | 63.9× | 11.3× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $105.2B | 32.8× | 18.1× | 4.2× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.0B | 22.8× | 16.1× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.1B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $90.7B | 16.3× | 15.4× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.1B | 18.9× | 19.6× | 5.7× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.5B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| JAZZ | $14.8B | — | — | 3.5× | 4.9% | — | -8.3% | -8.2% | -3.7% | -13.8× | 547 |
Peers = companies sharing JAZZ's sector (Healthcare) 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.