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Held by 182 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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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 95 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $169.3B | 24.6× | — | 6.6× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.7B | 22.1× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $92.2B | 18.8× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $82.0B | 35.5× | 21.5× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.8B | 18.3× | 12.9× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $56.5B | 18.6× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.6B | 29.9× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $48.5B | 65.8× | 17.1× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.9B | 21.5× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.7B | 26.4× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.6B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.7B | 19.0× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.3B | 16.8× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $34.1B | 21.8× | 14.6× | 3.5× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.7B | 19.4× | — | 3.3× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $27.0B | 24.3× | 10.3× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.4B | 26.0× | 6.9× | 1.8× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.9B | 15.1× | 10.0× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.2B | 21.1× | 12.4× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.2B | 24.1× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.4B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| CMS | $20.3B | 18.8× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| NRG | $20.2B | 26.5× | 9.8× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| NFE | $3.5B | — | — | 2.4× | -36.2% | 38.9% | -122% | -1003% | -135% | -1.3× | 182 |
Peers = companies sharing NFE's sector (Utilities) 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.
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
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).
Interest coverage is thin — monitor; 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: $3M dividends + $0 buybacks = $3M returned on -$1.2B 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 9 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: -135%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 9 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 $226M is below the $260M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2021-09-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~66.0% on $1.2B of debt.
Cash of $226M fully covers short-term debt of $73M.
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
Where each multiple sits in its own 7-yr range · 72th pct blended
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 8.6× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 85.3 | 97.0 | 61.7 | 46.6 | 42.7 | 36.8 | 45.2 | 61.1 |
| SG&A | 55.3 | 80.9 | 26.6 | 15.1 | 10.0 | 8.5 | 12.4 | 20.4 |
| Operating Income | -52.1 | -99.0 | -34.4 | 18.1 | 31.1 | 39.1 | 22.4 | -74.5 |
| Income Tax | -0.3 | 0.2 | 1.1 | 0.9 | -5.2 | 4.3 | 3.0 | 4.1 |
| Net Income | -69.5 | -17.9 | -40.3 | 7.0 | 7.8 | 22.9 | -10.4 | -121.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on NFE: 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 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B 100.0% | $2.36B 100.0% | $2.39B 100.0% | $2.37B 100.0% | $1.32B 100.0% | $451.6M 100.0% | $189.1M 100.0% | $112.3M 100.0% | $97.3M 100.0% |
| Cost of Revenue | $918.6M 61.1% | $1.07B 45.2% | $879.2M 36.8% | $1.01B 42.7% | $616.0M 46.6% | $278.8M 61.7% | $183.4M 97.0% | $95.7M 85.3% | $78.7M 80.9% |
| Selling, General & Admin | $307.4M 20.4% | $293.4M 12.4% | $203.4M 8.5% | $236.1M 10.0% | $199.9M 15.1% | $120.1M 26.6% | $152.9M 80.9% | $62.1M 55.3% | $33.3M 34.3% |
| Total Operating Expenses | $2.62B 174.5% | $1.83B 77.6% | $1.45B 60.9% | $1.63B 68.9% | $1.08B 81.9% | $607.0M 134.4% | $376.4M 199.0% | $170.8M 152.1% | $122.3M 125.7% |
| Operating Income | -$1.12B -74.5% | $528.5M 22.4% | $935.7M 39.1% | $737.4M 31.1% | $238.9M 18.1% | -$155.4M -34.4% | -$187.3M -99.0% | -$58.5M -52.1% | -$25.0M -25.7% |
| Interest Expense | $777.8M 51.7% | $316.3M 13.4% | $277.8M 11.6% | $236.9M 10.0% | $154.3M 11.7% | $65.7M 14.6% | $19.4M 10.3% | $11.2M 10.0% | $6.5M 6.6% |
| Other Income (Expense), net | $147.6M 9.8% | -$116.3M -4.9% | -$10.4M -0.4% | $48.0M 2.0% | $17.1M 1.3% | -$5.0M -1.1% | $2.8M 1.5% | $784K 0.7% | $301K 0.3% |
| Pretax Income | -$1.77B -117.7% | -$174.2M -7.4% | $651.2M 27.2% | $61.3M 2.6% | $105.2M 8.0% | -$259.1M -57.4% | -$203.9M -107.8% | -$78.5M -69.9% | -$31.1M -32.0% |
| Income Tax Expense | $61.4M 4.1% | $70.3M 3.0% | $103.0M 4.3% | -$123.4M -5.2% | $12.5M 0.9% | $4.8M 1.1% | $439K 0.2% | -$338K -0.3% | $526K 0.5% |
| Net Income | -$1.83B -121.8% | -$244.5M -10.4% | $548.2M 22.9% | $184.8M 7.8% | $92.7M 7.0% | -$182.1M -40.3% | -$33.8M -17.9% | -$78.1M -69.5% | -$31.7M -32.6% |
| Per Share | |||||||||
| EPS (Basic) | $-6.63 | $-1.25 | $2.66 | $0.93 | $0.49 | $-1.71 | $-1.62 | — | — |
| EPS (Diluted) | $-6.63 | $-1.26 | $2.65 | $0.93 | $0.47 | $-1.71 | $-1.62 | — | — |
| Weighted Avg Shares (Basic) | 278.5M | 217.6M | 205.9M | 209.5M | 198.6M | 106.7M | 20.9M | — | — |
| Weighted Avg Shares (Diluted) | 278.5M | 218.6M | 206.5M | 209.9M | 201.7M | 106.7M | 20.9M | — | — |
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.
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