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Institutional distribution: ownership decreased -2.65% quarter-over-quarter.
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.
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 |
|---|---|---|---|---|---|---|---|
| Revenue | $66.0M 100.0% | $75.4M 100.0% | $69.8M 100.0% | $40.7M 100.0% | $31.9M 100.0% | $14.0M 100.0% | $12.6M 100.0% |
| Cost of Revenue | $144.2M 218.5% | $101.1M 134.1% | $142.5M 204.2% | $101.0M 248.1% | $46.1M 144.3% | $25.0M 178.9% | $16.7M 132.2% |
| Gross Profit | -$78.2M -118.5% | -$25.7M -34.1% | -$72.7M -104.2% | -$60.3M -148.1% | -$14.1M -44.3% | -$11.0M -78.9% | -$4.1M -32.2% |
| Research & Development | $137.6M 208.4% | $231.7M 307.3% | $262.2M 375.8% | $185.3M 455.3% | $88.9M 278.2% | $38.7M 277.0% | $37.0M 293.4% |
| Selling, General & Admin | $26.0M 39.3% | $115.8M 153.6% | $159.8M 229.0% | $158.2M 388.6% | $93.7M 293.3% | $29.3M 209.8% | $16.9M 133.8% |
| Total Operating Expenses | $218.6M 331.1% | $409.3M 542.9% | $490.6M 703.1% | $382.1M 938.9% | $200.4M 627.4% | $75.9M 543.9% | $58.6M 464.7% |
| Operating Income | -$296.8M -449.6% | -$435.0M -577.0% | -$563.3M -807.3% | -$442.4M -1087.0% | -$214.6M -671.7% | -$86.9M -622.7% | -$62.6M -496.9% |
| Interest Expense | $48.2M 73.0% | $27.0M 35.9% | $11.0M 15.8% | $11.1M 27.3% | $2.0M 6.3% | $2.9M 20.7% | $2.2M 17.8% |
| Other Income (Expense), net | -$22.8M -34.6% | $161.2M 213.7% | -$6.3M -9.0% | -$2.9M -7.0% | -$24.7M -77.3% | -$275.4M -1974.2% | -$32.1M -254.7% |
| Pretax Income | -$366.0M -554.4% | -$273.9M -363.3% | -$569.6M -816.3% | -$445.3M -1094.1% | -$239.2M -749.0% | -$362.3M -2596.9% | -$94.7M -751.6% |
| Income Tax Expense | $338K 0.5% | -$743K -1.0% | $1.7M 2.4% | $672K 1.7% | -$1.3M -4.0% | $0 0.0% | $0 0.0% |
| Net Income | -$366.3M -554.9% | -$273.1M -362.3% | -$571.3M -818.7% | -$445.9M -1095.7% | -$238.0M -745.0% | -$362.3M -2596.9% | -$94.7M -751.6% |
| Per Share | |||||||
| EPS (Basic) | $-6.33 | $-8.70 | $-22.02 | $-18.79 | $-0.69 | $-2.54 | $-0.84 |
| EPS (Diluted) | $-6.33 | $-8.70 | $-22.02 | $-18.79 | $-0.69 | $-2.54 | $-0.84 |
| Weighted Avg Shares (Basic) | 59.7M | 31.4M | 25.9M | 23.7M | 346.3M | 145.1M | 118.8M |
| Weighted Avg Shares (Diluted) | 59.7M | 31.4M | 25.9M | 23.7M | 346.3M | 145.1M | 118.8M |
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 · book equity (no price)
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$198M 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 7 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 100%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 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 $20M covers all $401000 of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2020-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~43.5% on $111M of debt.
Cash of $20M is below short-term debt of $111M — relies on refinancing/operations.
Mostly short-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.
Top 6 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
Ranked against 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.65T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.34T | 331.6× | 142.2× | 14.2× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $608.8B | 59.5× | 24.6× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $448.4B | 33.4× | 32.3× | 7.3× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $199.3B | 134.1× | — | 1.3× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $136.0B | 25.2× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $131.2B | 185.7× | 113.0× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $110.7B | 59.7× | 26.9× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $102.7B | — | 38.3× | 8.4× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $93.3B | 46.7× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $89.1B | 35.2× | 20.7× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $87.3B | 170.2× | 91.9× | 12.4× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $76.2B | 25.8× | 3.7× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $72.5B | 34.0× | 21.6× | 3.2× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $70.5B | 28.2× | 19.2× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.4B | 49.9× | 24.2× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $68.8B | 16.3× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $63.4B | 41.1× | 25.1× | 2.8× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $53.1B | — | 4.4× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.1B | 17.0× | — | 1.1× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $49.0B | 25.1× | 17.8× | 4.4× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.7× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $45.0B | 29.5× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| LAZRQ | — | — | — | — | -12.4% | -118% | -555% | 76.8% | 100% | -0.4× | 6 |
Peers = companies sharing LAZRQ's sector (Consumer Cyclical) 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.
No current price collected.
Nothing notable to watch.
Where each multiple sits in its own 7-yr range
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 7-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
High operating leverage: profit moved 2.6× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Cost of Revenue | 132.2 | 178.9 | 144.3 | 248.1 | 204.2 | 134.1 | 218.5 |
| Gross Profit | -32.2 | -78.9 | -44.3 | -148.1 | -104.2 | -34.1 | -118.5 |
| R&D | 293.4 | 277.0 | 278.2 | 455.3 | 375.8 | 307.3 | 208.4 |
| SG&A | 133.8 | 209.8 | 293.3 | 388.6 | 229.0 | 153.6 | 39.3 |
| Operating Income | -496.9 | -622.7 | -671.7 | -1087.0 | -807.3 | -577.0 | -449.6 |
| Income Tax | 0.0 | 0.0 | -4.0 | 1.7 | 2.4 | -1.0 | 0.5 |
| Net Income | -751.6 | -2596.9 | -745.0 | -1095.7 | -818.7 | -362.3 | -554.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on LAZRQ: 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.