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Held by 778 of 5,944 reporting institutions (98th 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 $151.33 today, the market must believe free cash flow compounds 21.7%/yr for a decade (off $468M normalized FCF).
The market's 21.7% is more optimistic than its 9-yr track record.
2-stage DCF · 0.16B shares · net debt $1.6B
mean 5.1% · volatility σ 22% · implied rate exceeded in 3/9 yrs
Central path = implied 21.7%/yr growth; shaded band = ±1σ (22%) 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 | $3.89B 100.0% | $3.01B 100.0% | $2.67B 100.0% | $2.30B 100.0% | $2.46B 100.0% | $2.00B 100.0% | $2.20B 100.0% | $2.21B 100.0% | $2.10B 100.0% | $2.12B 100.0% |
| Cost of Revenue | $2.42B 62.3% | $1.80B 59.8% | $1.59B 59.7% | $1.47B 64.1% | $1.52B 61.7% | $1.25B 62.5% | $1.34B 60.7% | $1.34B 60.4% | $1.26B 59.9% | $1.28B 60.5% |
| Cost of Products | — | — | — | — | — | — | — | $1.34B 60.4% | $1.26B 59.9% | $1.28B 60.5% |
| Gross Profit | $1.47B 37.7% | $1.21B 40.2% | $1.08B 40.3% | $822.9M 35.9% | $941.9M 38.3% | $749.4M 37.5% | $865.8M 39.3% | $876.1M 39.6% | $841.9M 40.1% | $835.8M 39.5% |
| Research & Development | $78.5M 2.0% | $66.1M 2.2% | $55.2M 2.1% | $45.6M 2.0% | $48.6M 2.0% | $43.5M 2.2% | $48.2M 2.2% | $45.6M 2.1% | $42.5M 2.0% | $40.6M 1.9% |
| Selling, General & Admin | $773.8M 19.9% | $615.9M 20.5% | $557.3M 20.9% | $468.3M 20.4% | $537.9M 21.8% | $447.0M 22.4% | $484.5M 22.0% | $519.7M 23.5% | $483.3M 23.0% | $462.4M 21.9% |
| Operating Income | $616.8M 15.8% | $527.1M 17.5% | $462.7M 17.3% | $309.0M 13.5% | $355.4M 14.4% | $38.4M 1.9% | $333.1M 15.1% | $310.8M 14.0% | $316.1M 15.1% | $332.8M 15.7% |
| Interest Expense | — | — | $79.4M 3.0% | $31.2M 1.4% | $32.3M 1.3% | $36.4M 1.8% | $44.7M 2.0% | $31.2M 1.4% | $200K 0.0% | $1.4M 0.1% |
| Other Income (Expense), net | $8.2M 0.2% | $8.1M 0.3% | -$18.3M -0.7% | $58.5M 2.5% | $12.8M 0.5% | -$11.5M -0.6% | -$31.0M -1.4% | — | — | — |
| Pretax Income | $550.0M 14.1% | $429.2M 14.3% | $375.3M 14.1% | $336.3M 14.7% | $320.7M 13.0% | -$9.5M -0.5% | $257.4M 11.7% | $268.7M 12.1% | $313.3M 14.9% | $315.0M 14.9% |
| Income Tax Expense | $121.5M 3.1% | $188.4M 6.3% | -$84.4M -3.2% | $43.2M 1.9% | $47.8M 1.9% | $37.7M 1.9% | $34.7M 1.6% | $37.9M 1.7% | -$48.4M -2.3% | $55.9M 2.6% |
| Net Income | $710.2M 18.2% | $331.8M 11.0% | $567.1M 21.2% | $399.8M 17.4% | $272.9M 11.1% | -$47.2M -2.4% | $222.7M 10.1% | $230.8M 10.4% | $361.7M 17.2% | $259.1M 12.2% |
| Per Share | ||||||||||
| EPS (Basic) | $4.36 | $2.00 | $3.42 | $2.40 | $1.63 | $-0.28 | $1.30 | $1.29 | $2.02 | — |
| EPS (Diluted) | $4.31 | $1.97 | $3.37 | $2.38 | $1.61 | $-0.28 | $1.29 | $1.28 | $2.00 | — |
| Weighted Avg Shares (Basic) | 162.4M | 165.5M | 165.6M | 166.3M | 167.9M | 169.6M | 171.6M | 178.6M | 179.0M | 179.0M |
| Weighted Avg Shares (Diluted) | 164.6M | 168.2M | 168.2M | 168.3M | 169.7M | 169.6M | 173.0M | 180.8M | 181.2M | 181.2M |
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
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; 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.
The dividend is comfortably covered — only 35% of free cash flow, leaving room to grow it and fund buybacks. Last year: $130M dividends + $253M buybacks = $384M returned on $372M FCF.
2 consecutive years of dividend increases · 12%/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: 13%. 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.
$21M of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2026-06-30 (10-Q).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~4.5% on $1.8B of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
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.
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
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 | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 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 | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| NVT | $23.9B | 34.3× | 37.5× | 6.1× | 29.5% | 37.7% | 18.2% | 19.0% | 13.4% | 2.3× | 778 |
Peers = companies sharing NVT'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.
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.
EOD close · as of 2026-09-17
No standout strengths flagged.
Nothing notable to watch.
No material risks flagged.
Where each multiple sits in its own 8-yr range · 97th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 8-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
Returns are margin-driven, not leverage-driven — higher quality.
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 60.4 | 60.7 | 62.5 | 61.7 | 64.1 | 59.7 | 59.8 | 62.3 |
| Gross Profit | 39.6 | 39.3 | 37.5 | 38.3 | 35.9 | 40.3 | 40.2 | 37.7 |
| R&D | 2.1 | 2.2 | 2.2 | 2.0 | 2.0 | 2.1 | 2.2 | 2.0 |
| SG&A | 23.5 | 22.0 | 22.4 | 21.8 | 20.4 | 20.9 | 20.5 | 19.9 |
| Operating Income | 14.0 | 15.1 | 1.9 | 14.4 | 13.5 | 17.3 | 17.5 | 15.8 |
| Income Tax | 1.7 | 1.6 | 1.9 | 1.9 | 1.9 | -3.2 | 6.3 | 3.1 |
| Net Income | 10.4 | 10.1 | -2.4 | 11.1 | 17.4 | 21.2 | 11.0 | 18.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on NVT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.