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Held by 297 of 5,944 reporting institutions (94th 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 $267.12 today, the market must believe free cash flow compounds 10.3%/yr for a decade (off $141M normalized FCF).
The market's 10.3% is more conservative than its 9-yr track record.
2-stage DCF · 0.01B shares · net debt $256M
mean 23.2% · volatility σ 47% · implied rate exceeded in 4/9 yrs
Central path = implied 10.3%/yr growth; shaded band = ±1σ (47%) 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.
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; 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.
The dividend is comfortably covered — only 10% of free cash flow, leaving room to grow it and fund buybacks. Last year: $16M dividends + $0 buybacks = $16M returned on $154M FCF.
9 consecutive years of dividend increases · 7%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 8%. 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 $120M covers the $2M due within a year 55.7× 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).
Interest is easily covered by operating profit. Effective rate ~4.1% on $376M of debt.
Cash of $120M fully covers short-term debt of $3M.
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
No material risks flagged.
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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 56.1 | 58.3 | 56.3 | 57.1 | 56.9 | 56.5 | 55.7 | 54.8 |
| R&D | 1.7 | 1.5 | 1.8 | 1.4 | 1.4 | 1.4 | 1.4 | 1.5 |
| SG&A | 28.0 | 27.3 | 28.6 | 26.5 | 24.8 | 24.7 | 26.6 | 28.7 |
| Operating Income | 14.0 | 12.5 | 12.8 | 14.8 | 18.9 | 17.3 | 16.3 | 14.9 |
| Income Tax | 2.9 | 2.3 | 2.8 | 3.5 | 4.9 | 4.4 | 3.8 | 3.8 |
| Net Income | 9.5 | 7.4 | 8.7 | 10.7 | 13.4 | 12.1 | 10.6 | 9.7 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on KAI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
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 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B 100.0% | $1.05B 100.0% | $957.7M 100.0% | $904.7M 100.0% | $786.6M 100.0% | $635.0M 100.0% | $704.6M 100.0% | $633.8M 100.0% | $515.0M 100.0% | $414.1M 100.0% |
| Cost of Revenue | $576.5M 54.8% | $587.2M 55.7% | $541.4M 56.5% | $515.2M 56.9% | $449.2M 57.1% | $357.7M 56.3% | $410.9M 58.3% | $355.5M 56.1% | $283.9M 55.1% | $225.6M 54.5% |
| Research & Development | $15.3M 1.5% | $14.3M 1.4% | $13.6M 1.4% | $12.7M 1.4% | $11.4M 1.4% | $11.3M 1.8% | $10.9M 1.5% | $10.6M 1.7% | $9.6M 1.9% | $7.4M 1.8% |
| Selling, General & Admin | $301.9M 28.7% | $279.9M 26.6% | $236.3M 24.7% | $224.4M 24.8% | $208.8M 26.5% | $181.9M 28.6% | $192.5M 27.3% | $177.4M 28.0% | $159.8M 31.0% | $134.8M 32.6% |
| Total Operating Expenses | $895.0M 85.1% | $882.1M 83.7% | $791.9M 82.7% | $733.5M 81.1% | $669.9M 85.2% | $553.9M 87.2% | $616.8M 87.5% | $545.2M 86.0% | $453.4M 88.0% | $367.5M 88.7% |
| Operating Income | $157.3M 14.9% | $171.3M 16.3% | $165.8M 17.3% | $171.3M 18.9% | $116.7M 14.8% | $81.1M 12.8% | $87.8M 12.5% | $88.6M 14.0% | $61.6M 12.0% | $46.6M 11.3% |
| Interest Expense | $15.6M 1.5% | $20.0M 1.9% | $8.4M 0.9% | $6.5M 0.7% | $4.8M 0.6% | $7.4M 1.2% | $12.8M 1.8% | $7.0M 1.1% | $3.5M 0.7% | $1.3M 0.3% |
| Interest & Investment Income | $1.9M 0.2% | $1.9M 0.2% | $1.8M 0.2% | $904K 0.1% | $267K 0.0% | $181K 0.0% | $213K 0.0% | $379K 0.1% | $447K 0.1% | $269K 0.1% |
| Other Income (Expense), net | — | -$658K -0.1% | $43K 0.0% | $0 0.0% | — | — | — | — | — | — |
| Pretax Income | $143.6M 13.6% | $153.1M 14.5% | $159.0M 16.6% | $165.6M 18.3% | $112.1M 14.2% | $73.7M 11.6% | $68.9M 9.8% | $79.5M 12.5% | $57.7M 11.2% | $44.5M 10.8% |
| Income Tax Expense | $39.9M 3.8% | $40.5M 3.8% | $42.2M 4.4% | $43.9M 4.9% | $27.2M 3.5% | $17.9M 2.8% | $16.4M 2.3% | $18.5M 2.9% | $26.1M 5.1% | $12.1M 2.9% |
| Net Income | $102.0M 9.7% | $111.6M 10.6% | $116.1M 12.1% | $120.9M 13.4% | $84.0M 10.7% | $55.2M 8.7% | $52.1M 7.4% | $60.4M 9.5% | $31.1M 6.0% | $32.1M 7.7% |
| Per Share | ||||||||||
| EPS (Basic) | $8.66 | $9.51 | $9.92 | $10.38 | $7.26 | $4.81 | $4.63 | $5.45 | $2.83 | $2.95 |
| EPS (Diluted) | $8.65 | $9.48 | $9.90 | $10.35 | $7.21 | $4.77 | $4.54 | $5.30 | $2.75 | $2.88 |
| Weighted Avg Shares (Basic) | 11.8M | 11.7M | 11.7M | 11.7M | 11.6M | 11.5M | 11.2M | 11.1M | 11.0M | 10.9M |
| Weighted Avg Shares (Diluted) | 11.8M | 11.8M | 11.7M | 11.7M | 11.7M | 11.6M | 11.5M | 11.4M | 11.3M | 11.1M |
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 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 |
| KAI | $3.1B | 30.9× | 16.3× | 3.0× | -0.1% | 45.2% | 9.7% | 10.4% | 7.5% | 1.8× | 297 |
Peers = companies sharing KAI'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.