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Held by 1,323 of 5,944 reporting institutions (99th 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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Ranked against 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $940.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $692.5B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $513.8B | 34.4× | — | 15.7× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $417.6B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $278.1B | 18.3× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $269.2B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $214.3B | 20.3× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $189.7B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $171.3B | 21.5× | — | 6.7× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $168.5B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $160.8B | 29.4× | — | 6.6× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| CB | $133.6B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $132.1B | — | — | — | — | — | — | — | — | — | 3,072 |
| PGR | $127.2B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.5B | 27.8× | 17.4× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| CME | $98.0B | 24.4× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $95.6B | 12.9× | — | 3.3× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| HOOD | $92.8B | 50.9× | — | 20.7× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| BX | $92.4B | 31.9× | — | 6.4× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.7B | 13.9× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $88.9B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $87.4B | 26.7× | 20.7× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $86.3B | — | — | 4.4× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $85.7B | 21.0× | 15.6× | 3.2× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| MET | $63.7B | 20.6× | 6.7× | 0.8× | 8.6% | — | 4.4% | 11.9% | 11.8% | 0.1× | 1,323 |
Peers = companies sharing MET's sector (Financial Services) 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 trend data available for this metric.
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.
5/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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).
Comfortably covers interest; 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.
Free-cash-flow coverage unavailable. Last year: $1.5B dividends + $2.9B buybacks = $4.4B returned.
9 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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Modest payoff on reinvested capital. Current ROIC on all capital: 12%. 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 $22.0B covers all $14.5B of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~203.9% on $355M of debt.
Cash of $22.0B fully covers short-term debt of $355M.
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.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 96th 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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 1.3 | 1.3 | 1.1 | 1.0 | 1.0 | 1.2 | 0.7 | 0.7 |
| Operating Income | — | — | — | — | 8.7 | 8.6 | 8.4 | 8.0 |
| Income Tax | 1.7 | 1.3 | 2.2 | 2.4 | 1.5 | 0.8 | 1.7 | 1.6 |
| Net Income | 7.5 | 8.5 | 8.0 | 9.2 | 3.4 | 2.1 | 6.0 | 4.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on MET: 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 — 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 | $77.08B 100.0% | $70.99B 100.0% | $66.91B 100.0% | $68.77B 100.0% | $68.70B 100.0% | $67.84B 100.0% | $69.62B 100.0% | $67.94B 100.0% | $62.31B 100.0% | $60.79B 100.0% |
| Selling, General & Admin | $560.0M 0.7% | $481.0M 0.7% | $828.0M 1.2% | $669.0M 1.0% | $670.0M 1.0% | $761.0M 1.1% | $901.0M 1.3% | $910.0M 1.3% | $1.13B 1.8% | $1.01B 1.7% |
| Total Operating Expenses | $13.86B 18.0% | $13.02B 18.3% | $12.71B 19.0% | $11.86B 17.2% | $12.02B 17.5% | $13.15B 19.4% | $13.69B 19.7% | $13.71B 20.2% | $13.62B 21.9% | $13.75B 22.6% |
| Operating Income | $6.14B 8.0% | $6.00B 8.4% | $5.72B 8.6% | $5.98B 8.7% | — | — | — | — | — | — |
| Interest Expense | $724.0M 0.9% | $738.0M 1.0% | $740.0M 1.1% | $655.0M 1.0% | $647.0M 0.9% | $632.0M 0.9% | $656.0M 0.9% | $827.0M 1.2% | $841.0M 1.3% | $874.0M 1.4% |
| Pretax Income | $4.66B 6.0% | $5.62B 7.9% | $2.16B 3.2% | $6.36B 9.3% | $8.52B 12.4% | $6.93B 10.2% | $6.79B 9.8% | $6.31B 9.3% | $3.54B 5.7% | $4.28B 7.0% |
| Income Tax Expense | $1.26B 1.6% | $1.18B 1.7% | $560.0M 0.8% | $1.06B 1.5% | $1.64B 2.4% | $1.51B 2.2% | $886.0M 1.3% | $1.18B 1.7% | -$1.47B -2.4% | $693.0M 1.1% |
| Net Income | $3.17B 4.1% | $4.23B 6.0% | $1.38B 2.1% | $2.35B 3.4% | $6.35B 9.2% | $5.41B 8.0% | $5.90B 8.5% | $5.12B 7.5% | $4.01B 6.4% | $850.0M 1.4% |
| Per Share | ||||||||||
| EPS (Basic) | $4.74 | $5.98 | $1.82 | $6.35 | $7.71 | $5.72 | $6.10 | $4.95 | $3.65 | $0.68 |
| EPS (Diluted) | $4.71 | $5.94 | $1.81 | $6.30 | $7.65 | $5.68 | $6.06 | $4.91 | $3.62 | $0.67 |
| Weighted Avg Shares (Basic) | 668.9M | 706.4M | 757.7M | 803.2M | 862.7M | 907.8M | 937.6M | 1.01B | 1.07B | 1.10B |
| Weighted Avg Shares (Diluted) | 673.3M | 711.1M | 762.3M | 808.9M | 869.4M | 913.2M | 944.4M | 1.01B | 1.08B | 1.11B |
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.