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Held by 268 of 5,944 reporting institutions (94th 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.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $155.75 today, the market must believe free cash flow compounds 8.4%/yr for a decade (off $161M normalized FCF).
The market's 8.4% is more optimistic than its 8-yr track record.
2-stage DCF · 0.02B shares · net debt $691M
mean 207.3% · volatility σ 612% · implied rate exceeded in 3/8 yrs
Central path = implied 8.4%/yr growth; shaded band = ±1σ (612%) 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.
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 | $1.89B 100.0% | $1.84B 100.0% | $1.95B 100.0% | $1.94B 100.0% | $1.76B 100.0% | $1.42B 100.0% | $1.13B 100.0% | $867.5M 100.0% | $820.1M 100.0% | $746.7M 100.0% |
| Cost of Revenue | $1.21B 64.0% | $1.15B 62.7% | $1.25B 63.9% | $1.33B 68.5% | $1.17B 66.2% | $904.2M 63.8% | $741.4M 65.4% | $555.2M 64.0% | $528.6M 64.5% | $466.6M 62.5% |
| Cost of Products | — | — | — | — | — | — | — | — | $528.6M 64.5% | $466.6M 62.5% |
| Gross Profit | $679.4M 36.0% | $686.0M 37.3% | $705.6M 36.1% | $612.7M 31.5% | $594.6M 33.8% | $513.4M 36.2% | $392.1M 34.6% | $312.3M 36.0% | $291.5M 35.5% | — |
| Research & Development | $60.7M 3.2% | $57.3M 3.1% | $50.3M 2.6% | $46.0M 2.4% | $44.9M 2.5% | $40.0M 2.8% | $32.1M 2.8% | $24.5M 2.8% | $23.9M 2.9% | $22.5M 3.0% |
| Selling, General & Admin | $502.4M 26.6% | $484.8M 26.4% | $483.6M 24.8% | $464.2M 23.9% | $418.9M 23.8% | $380.8M 26.9% | $283.8M 25.0% | $207.9M 24.0% | $198.8M 24.2% | $193.7M 25.9% |
| Total Operating Expenses | — | — | — | — | — | — | — | $779.7M 89.9% | $757.3M 92.3% | $661.3M 88.6% |
| Operating Income | $53.0M 2.8% | $194.7M 10.6% | $214.5M 11.0% | $52.3M 2.7% | $150.5M 8.5% | $59.4M 4.2% | $46.1M 4.1% | $87.8M 10.1% | $62.7M 7.7% | $85.4M 11.4% |
| Interest Expense | $44.0M 2.3% | $41.0M 2.2% | $50.7M 2.6% | $32.6M 1.7% | $22.3M 1.3% | $26.6M 1.9% | $17.0M 1.5% | $4.0M 0.5% | $1.4M 0.2% | $2.9M 0.4% |
| Interest & Investment Income | — | — | — | — | — | $100K 0.0% | $200K 0.0% | $2.1M 0.2% | $2.5M 0.3% | $2.0M 0.3% |
| Other Income (Expense), net | -$1.9M -0.1% | $1.4M 0.1% | -$10.7M -0.5% | -$12.6M -0.6% | $18.9M 1.1% | -$5.6M -0.4% | -$254K -0.0% | -$642K -0.1% | -$718K -0.1% | -$492K -0.1% |
| Pretax Income | $7.0M 0.4% | $155.1M 8.4% | $153.1M 7.8% | $7.1M 0.4% | $147.0M 8.3% | $27.1M 1.9% | $28.9M 2.5% | $83.1M 9.6% | $60.7M 7.4% | $84.0M 11.3% |
| Income Tax Expense | $24.6M 1.3% | $49.3M 2.7% | $55.6M 2.8% | $24.9M 1.3% | $34.9M 2.0% | -$5.3M -0.4% | $2.1M 0.2% | $25.1M 2.9% | $41.7M 5.1% | $23.2M 3.1% |
| Net Income | -$2.5M -0.1% | $116.6M 6.3% | $112.7M 5.8% | -$15.9M -0.8% | $121.4M 6.9% | $39.7M 2.8% | $31.6M 2.8% | $59.5M 6.9% | $20.3M 2.5% | $61.4M 8.2% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.14 | $6.51 | $6.27 | $-0.89 | $6.79 | $2.23 | $2.08 | $4.46 | $1.53 | $4.64 |
| EPS (Diluted) | $-0.14 | $6.51 | $6.26 | $-0.89 | $6.77 | $2.22 | $2.08 | $4.45 | $1.52 | $4.63 |
| Weighted Avg Shares (Basic) | 17.5M | 17.9M | 17.9M | 17.8M | 17.8M | 17.7M | 15.1M | 13.3M | 13.2M | 13.1M |
| Weighted Avg Shares (Diluted) | 17.5M | 17.9M | 17.9M | 17.9M | 17.9M | 17.8M | 15.2M | 13.3M | 13.2M | 13.2M |
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.
Cash-conversion data unavailable. 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.
The dividend is comfortably covered — only 43% of free cash flow, leaving room to grow it and fund buybacks. Last year: $34M dividends + $42M buybacks = $76M returned on $81M FCF.
6 consecutive years of dividend increases · 4%/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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -0%. 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 $180M covers all $76M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2014-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~5.1% on $871M of debt.
Cash of $180M fully covers short-term debt of $36M.
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 standout strengths flagged.
Where each multiple sits in its own 14-yr range · 48th 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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 64.0 | 65.4 | 63.8 | 66.2 | 68.5 | 63.9 | 62.7 | 64.0 |
| Gross Profit | 36.0 | 34.6 | 36.2 | 33.8 | 31.5 | 36.1 | 37.3 | 36.0 |
| R&D | 2.8 | 2.8 | 2.8 | 2.5 | 2.4 | 2.6 | 3.1 | 3.2 |
| SG&A | 24.0 | 25.0 | 26.9 | 23.8 | 23.9 | 24.8 | 26.4 | 26.6 |
| Operating Income | 10.1 | 4.1 | 4.2 | 8.5 | 2.7 | 11.0 | 10.6 | 2.8 |
| Income Tax | 2.9 | 0.2 | -0.4 | 2.0 | 1.3 | 2.8 | 2.7 | 1.3 |
| Net Income | 6.9 | 2.8 | 2.8 | 6.9 | -0.8 | 5.8 | 6.3 | -0.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on KWR: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHP | $439.4B | — | — | — | — | — | — | — | — | — | 713 |
| LIN | $215.3B | 31.4× | 19.3× | 6.3× | 3.0% | — | 20.3% | 18.0% | 10.9% | 2.1× | 2,148 |
| SCCO | $162.1B | 37.4× | 20.9× | 12.1× | 17.4% | 60.1% | 32.4% | 39.4% | 24.4% | 0.9× | 791 |
| CX | $147.8B | — | — | — | — | — | — | — | — | — | 297 |
| TX | $116.5B | — | — | — | — | — | — | — | — | — | 139 |
| FCX | $101.8B | — | 12.3× | 3.9× | 1.8% | 28.2% | 16.0% | 22.0% | 14.7% | 1.1× | 1,775 |
| AEM | $100.7B | — | — | — | — | — | — | — | — | — | 1,066 |
| SHW | $79.5B | 31.3× | — | 3.4× | 2.1% | 48.8% | 10.9% | 55.9% | 17.0% | — | 1,610 |
| ECL | $76.6B | 37.3× | 22.5× | 4.8× | 2.2% | 44.5% | 12.9% | 21.2% | 19.5% | 0.3× | 1,619 |
| B | $73.2B | — | — | — | — | — | — | — | — | — | 979 |
| WPM | $69.1B | — | — | — | — | — | — | — | — | — | 809 |
| APD | $63.7B | — | 90.0× | 5.3× | -0.5% | 31.4% | -3.3% | -2.6% | -2.6% | 0.1× | 1,702 |
| VALE | $61.6B | — | — | — | — | — | — | — | — | — | 537 |
| NUE | $61.2B | 35.3× | — | 1.9× | 5.7% | 11.9% | 5.4% | 8.3% | 8.3% | — | 1,325 |
| CRH | $58.0B | 15.7× | 9.3× | 1.6× | 5.3% | 36.1% | 10.0% | 15.6% | 9.2% | 2.2× | 9 |
| MT | $57.2B | — | — | — | — | — | — | — | — | — | 286 |
| DD | $53.6B | — | — | 7.8× | 1.9% | 34.5% | -11.4% | -5.6% | -5.6% | — | 1,172 |
| AU | $51.7B | — | — | — | — | — | — | — | — | — | 537 |
| FNV | $51.4B | — | — | — | — | — | — | — | — | — | 614 |
| NTR | $37.7B | — | — | — | — | — | — | — | — | — | 718 |
| STLD | $35.6B | 30.7× | 19.2× | 2.0× | 3.6% | 13.2% | 6.5% | 13.2% | 9.0% | 2.1× | 893 |
| KGC | $34.2B | — | — | — | — | — | — | — | — | — | 630 |
| VMC | $31.9B | 30.1× | 15.3× | 4.0× | 7.1% | 27.4% | 13.6% | 12.6% | 8.4% | 1.8× | 981 |
| MLM | $29.8B | 26.3× | 16.9× | 4.8× | 8.6% | 30.7% | 18.5% | 11.3% | 7.4% | 2.6× | 1,022 |
| PPG | $23.6B | 15.2× | — | 1.5× | 0.2% | 41.3% | 9.9% | 19.8% | 10.3% | — | 1,003 |
| KWR | $2.7B | — | 28.5× | 1.4× | 2.7% | 36.0% | -0.1% | -0.2% | -0.1% | 7.3× | 268 |
Peers = companies sharing KWR's sector (Basic Materials) 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.