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Institutional ownership roughly stable: +0.45% change 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.
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.
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
EOD close · as of 2026-09-18
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 | $822.3M 100.0% | $799.5M 100.0% | $746.6M 100.0% | $460.7M 100.0% | $464.5M 100.0% | $406.6M 100.0% | $460.0M 100.0% | $453.0M 100.0% | $433.8M 100.0% | $409.8M 100.0% |
| Cost of Revenue | $256.3M 31.2% | $253.6M 31.7% | $260.4M 34.9% | $123.5M 26.8% | $114.9M 24.7% | $101.9M 25.1% | $100.6M 21.9% | $96.6M 21.3% | $93.0M 21.4% | $87.9M 21.4% |
| Gross Profit | $566.0M 68.8% | $545.9M 68.3% | $486.3M 65.1% | $337.2M 73.2% | $349.6M 75.3% | $304.7M 74.9% | $359.3M 78.1% | $356.4M 78.7% | $340.8M 78.6% | $321.9M 78.6% |
| Research & Development | $65.8M 8.0% | $73.6M 9.2% | $80.2M 10.7% | $49.1M 10.6% | $49.6M 10.7% | $39.1M 9.6% | $34.6M 7.5% | $33.2M 7.3% | $29.7M 6.8% | $28.8M 7.0% |
| Selling, General & Admin | $554.3M 67.4% | $532.5M 66.6% | $530.4M 71.0% | $308.8M 67.0% | $69.4M 14.9% | $67.9M 16.7% | $85.6M 18.6% | $83.3M 18.4% | $71.9M 16.6% | $76.4M 18.6% |
| Total Operating Expenses | — | — | — | — | — | — | $378.1M 82.2% | $326.3M 72.0% | $300.0M 69.1% | $300.9M 73.4% |
| Operating Income | -$81.4M -9.9% | -$84.6M -10.6% | -$139.1M -18.6% | -$13.3M -2.9% | -$8.3M -1.8% | -$6.3M -1.5% | -$18.8M -4.1% | $30.1M 6.6% | $40.8M 9.4% | $21.1M 5.1% |
| Other Income (Expense), net | $8.1M 1.0% | -$9.6M -1.2% | -$938K -0.1% | -$3.1M -0.7% | -$3.3M -0.7% | $8.4M 2.1% | -$8.1M -1.8% | -$6.4M -1.4% | -$4.0M -0.9% | -$2.8M -0.7% |
| Pretax Income | -$90.8M -11.0% | -$123.9M -15.5% | -$148.7M -19.9% | -$17.7M -3.8% | -$13.5M -2.9% | -$368K -0.1% | -$27.0M -5.9% | $22.9M 5.1% | $36.4M 8.4% | $19.0M 4.6% |
| Income Tax Expense | $1.4M 0.2% | $2.1M 0.3% | $2.7M 0.4% | $2.0M 0.4% | $24.9M 5.4% | -$2.9M -0.7% | $1.4M 0.3% | $9.1M 2.0% | $29.1M 6.7% | $15.5M 3.8% |
| Net Income | -$92.2M -11.2% | -$126.0M -15.8% | -$151.4M -20.3% | -$19.8M -4.3% | -$38.4M -8.3% | $2.5M 0.6% | -$28.5M -6.2% | $13.8M 3.0% | $6.2M 1.4% | $3.1M 0.7% |
| Per Share | ||||||||||
| EPS (Basic) | $-2.33 | $-3.30 | $-4.12 | $-0.98 | $-1.95 | $0.13 | $-1.51 | $0.73 | $0.34 | $0.17 |
| EPS (Diluted) | $-2.33 | $-3.30 | $-4.12 | $-0.98 | $-1.95 | $0.13 | $-1.51 | $0.72 | $0.34 | $0.17 |
| Weighted Avg Shares (Basic) | 39.6M | 38.1M | 36.7M | 20.1M | 19.7M | 19.3M | 18.9M | 18.5M | 18.1M | 18.1M |
| Weighted Avg Shares (Diluted) | 39.6M | 38.1M | 36.7M | 20.1M | 19.7M | 19.4M | 18.9M | 18.9M | 18.5M | 18.5M |
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).
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$1M 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 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: -15%. 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 $82M covers the $18M due within a year 4.7× over. Scheduled principal only (excludes interest & revolver draws). As of 2011-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash of $82M fully covers short-term debt of $0.
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 2026-09-18
Where each multiple sits in its own 14-yr range · 0th 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 | 21.3 | 21.9 | 25.1 | 24.7 | 26.8 | 34.9 | 31.7 | 31.2 |
| Gross Profit | 78.7 | 78.1 | 74.9 | 75.3 | 73.2 | 65.1 | 68.3 | 68.8 |
| R&D | 7.3 | 7.5 | 9.6 | 10.7 | 10.6 | 10.7 | 9.2 | 8.0 |
| SG&A | 18.4 | 18.6 | 16.7 | 14.9 | 67.0 | 71.0 | 66.6 | 67.4 |
| Operating Income | 6.6 | -4.1 | -1.5 | -1.8 | -2.9 | -18.6 | -10.6 | -9.9 |
| Income Tax | 2.0 | 0.3 | -0.7 | 5.4 | 0.4 | 0.4 | 0.3 | 0.2 |
| Net Income | 3.0 | -6.2 | 0.6 | -8.3 | -4.3 | -20.3 | -15.8 | -11.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on OFIX: 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 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $829.3B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.0B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $466.9B | 111.8× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $367.5B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $341.5B | 28.5× | 19.8× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.6B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $245.6B | 36.7× | 31.7× | 5.5× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $207.8B | 27.1× | 17.8× | 5.7× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $186.3B | 22.1× | 20.3× | 6.3× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.6B | 27.6× | 19.3× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.2B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $149.7B | 41.9× | 30.9× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $139.7B | 50.0× | 38.4× | 13.9× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $129.1B | 33.2× | 28.3× | 10.8× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $128.3B | 18.2× | — | 2.7× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $117.9B | 24.7× | 12.5× | 3.2× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $112.9B | 63.9× | 11.3× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $105.2B | 32.8× | 18.1× | 4.2× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.0B | 22.8× | 16.1× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.1B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $90.7B | 16.3× | 15.4× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.1B | 18.9× | 19.6× | 5.7× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.5B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| OFIX | $347M | — | — | 0.4× | 2.9% | 68.8% | -11.2% | -20.5% | -15.2% | -38.3× | 142 |
Peers = companies sharing OFIX's sector (Healthcare) 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.