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Held by 195 of 5,944 reporting institutions (91th 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 $4.30 today, the market must believe free cash flow compounds -8.3%/yr for a decade (off $148M normalized FCF).
The market's -8.3% is more conservative than its 5-yr track record.
2-stage DCF · 0.14B shares · net debt $351M
mean 20.5% · volatility σ 78% · implied rate exceeded in 2/5 yrs
Central path = implied -8.3%/yr growth; shaded band = ±1σ (78%) 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 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
EOD close · as of 2026-09-18
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2024 | FY2023 | FY2022 | FY2022 | FY2020 |
|---|---|---|---|---|---|---|
| Revenue | $884.2M 100.0% | $963.8M 100.0% | $1.07B 100.0% | $1.02B 100.0% | $750.1M 100.0% | $549.0M 100.0% |
| Cost of Revenue | $541.2M 61.2% | $566.0M 58.7% | $616.7M 57.8% | $654.6M 64.2% | $498.8M 66.5% | $345.1M 62.9% |
| Gross Profit | $343.0M 38.8% | $397.8M 41.3% | $449.7M 42.2% | $364.9M 35.8% | $251.3M 33.5% | $203.8M 37.1% |
| Selling, General & Admin | $162.8M 18.4% | $171.1M 17.8% | $138.5M 13.0% | $119.1M 11.7% | $112.0M 14.9% | $76.9M 14.0% |
| Total Operating Expenses | $231.5M 26.2% | $251.2M 26.1% | $204.0M 19.1% | $177.4M 17.4% | $159.0M 21.2% | $109.3M 19.9% |
| Operating Income | $111.5M 12.6% | $146.6M 15.2% | $245.7M 23.0% | $187.5M 18.4% | $92.3M 12.3% | $94.5M 17.2% |
| Interest Expense | $36.8M 4.2% | $49.6M 5.1% | $60.0M 5.6% | $42.0M 4.1% | $32.9M 4.4% | $36.0M 6.6% |
| Interest & Investment Income | $5.6M 0.6% | $2.1M 0.2% | $0 0.0% | $0 0.0% | — | — |
| Other Income (Expense), net | -$35.1M -4.0% | -$46.3M -4.8% | -$62.9M -5.9% | -$42.2M -4.1% | -$42.0M -5.6% | -$35.6M -6.5% |
| Pretax Income | $76.4M 8.6% | $100.3M 10.4% | $182.8M 17.1% | $145.3M 14.3% | $50.3M 6.7% | $59.0M 10.7% |
| Income Tax Expense | $22.6M 2.6% | $29.9M 3.1% | $47.1M 4.4% | $37.6M 3.7% | $6.5M 0.9% | $2.1M 0.4% |
| Net Income | $53.8M 6.1% | $70.4M 7.3% | $135.7M 12.7% | $107.7M 10.6% | $43.8M 5.8% | $56.8M 10.4% |
| Per Share | ||||||
| EPS (Basic) | $0.39 | $0.49 | $0.92 | $0.73 | $0.41 | $0.86 |
| EPS (Diluted) | $0.38 | $0.49 | $0.92 | $0.73 | $0.40 | $0.86 |
| Weighted Avg Shares (Basic) | 139.3M | 144.3M | 146.8M | 146.6M | 107.9M | 65.8M |
| Weighted Avg Shares (Diluted) | 139.7M | 144.8M | 146.9M | 146.7M | 109.0M | 65.8M |
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.
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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 + $16M buybacks = $16M returned on $114M 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 6 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 5%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 6 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 $194M covers the $7M due within a year 28.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2026-01-03 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.7% on $546M of debt.
Cash of $194M fully covers short-term debt of $7M.
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
Is the profit real, and how strong is the balance sheet?
FY2026 · 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 2.9× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2022 | FY2022 | FY2023 | FY2024 | FY2026 |
|---|---|---|---|---|---|---|
| Cost of Revenue | 62.9 | 66.5 | 64.2 | 57.8 | 58.7 | 61.2 |
| Gross Profit | 37.1 | 33.5 | 35.8 | 42.2 | 41.3 | 38.8 |
| SG&A | 14.0 | 14.9 | 11.7 | 13.0 | 17.8 | 18.4 |
| Operating Income | 17.2 | 12.3 | 18.4 | 23.0 | 15.2 | 12.6 |
| Income Tax | 0.4 | 0.9 | 3.7 | 4.4 | 3.1 | 2.6 |
| Net Income | 10.4 | 5.8 | 10.6 | 12.7 | 7.3 | 6.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JBI: 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 | $29.37T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $376.4B | 43.0× | 30.0× | 5.6× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $329.6B | 38.6× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $260.4B | 39.1× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $200.6B | 79.9× | 40.4× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.0B | 37.0× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $179.9B | 48.6× | 32.1× | 5.6× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $165.7B | 23.3× | 15.9× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $164.8B | 40.6× | — | 6.0× | 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 | $122.1B | 24.8× | 16.0× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $121.1B | 34.8× | 27.3× | 6.1× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $107.9B | 24.8× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| TT | $95.7B | 33.1× | 23.6× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| GD | $95.5B | 22.9× | 16.8× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| VRT | $95.4B | 73.1× | 45.2× | 9.3× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $95.2B | 93.6× | 47.2× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $93.4B | 28.5× | — | 4.0× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $92.2B | 61.9× | 40.6× | 11.2× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| MMM | $88.0B | 27.6× | 16.9× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $87.6B | 30.6× | 14.1× | 6.2× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| WM | $85.1B | 31.5× | 11.9× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| EMR | $84.4B | 37.1× | — | 4.7× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $84.1B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| CTAS | $79.6B | 44.9× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| JBI | $599M | 11.3× | 7.6× | 0.7× | -8.3% | 38.8% | 6.1% | 9.4% | 4.8% | 4.4× | 195 |
Peers = companies sharing JBI'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.