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Held by 453 of 5,944 reporting institutions (96th 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.
To be worth $36.07 today, the market must believe free cash flow compounds 5.7%/yr for a decade (off $343M normalized FCF).
The market's 5.7% is more conservative than its 9-yr track record.
2-stage DCF · 0.17B shares · net debt -$212M
mean 61.7% · volatility σ 278% · implied rate exceeded in 3/6 yrs
Central path = implied 5.7%/yr growth; shaded band = ±1σ (278%) 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.
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.
8/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
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.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest.
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 3% of free cash flow, leaving room to grow it and fund buybacks. Last year: $15M dividends + $500M buybacks = $515M returned on $491M FCF.
1 consecutive years of dividend increases · -3%/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).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 50%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. 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 | $1.75B 100.0% | $1.50B 100.0% | $1.43B 100.0% | $1.32B 100.0% | $1.21B 100.0% | $1.02B 100.0% | $911.4M 100.0% | $891.6M 100.0% | $888.5M 100.0% | $762.2M 100.0% |
| Cost of Revenue | $421.4M 24.1% | $390.7M 26.1% | $378.5M 26.4% | $368.6M 28.0% | $336.4M 27.8% | $310.9M 30.6% | $310.0M 34.0% | $301.8M 33.8% | $279.7M 31.5% | $239.3M 31.4% |
| Gross Profit | $1.32B 75.9% | $1.11B 73.9% | $1.05B 73.6% | $949.2M 72.0% | $875.3M 72.2% | $706.6M 69.4% | $601.4M 66.0% | $589.8M 66.2% | $608.8M 68.5% | $523.0M 68.6% |
| Research & Development | $312.7M 17.9% | $298.1M 19.9% | $295.5M 20.6% | $294.3M 22.3% | $260.6M 21.5% | $237.0M 23.3% | $205.2M 22.5% | $181.7M 20.4% | $162.9M 18.3% | $145.5M 19.1% |
| Selling, General & Admin | $148.7M 8.5% | $112.8M 7.5% | $96.7M 6.8% | $117.7M 8.9% | $83.5M 6.9% | $67.5M 6.6% | $56.6M 6.2% | $51.6M 5.8% | $52.2M 5.9% | $46.0M 6.0% |
| Total Operating Expenses | $1.06B 60.8% | $982.6M 65.6% | $973.2M 67.9% | $1.06B 80.3% | $970.0M 80.1% | $850.1M 83.5% | $736.2M 80.8% | $606.8M 68.1% | $515.6M 58.0% | $472.3M 62.0% |
| Operating Income | $263.1M 15.1% | $123.9M 8.3% | $81.0M 5.7% | -$109.4M -8.3% | -$94.7M -7.8% | -$143.5M -14.1% | -$134.9M -14.8% | -$17.0M -1.9% | $93.2M 10.5% | $50.6M 6.6% |
| Interest Expense | $1.3M 0.1% | $6.8M 0.5% | $6.9M 0.5% | $7.8M 0.6% | $8.0M 0.7% | $19.4M 1.9% | $212K 0.0% | $10K 0.0% | — | — |
| Other Income (Expense), net | $20.3M 1.2% | $1.4M 0.1% | $18.7M 1.3% | $6.6M 0.5% | $89K 0.0% | $1.4M 0.1% | $559K 0.1% | $363K 0.0% | -$1.4M -0.2% | -$5.6M -0.7% |
| Pretax Income | $280.6M 16.1% | $142.6M 9.5% | $95.4M 6.7% | -$161.8M -12.3% | -$132.0M -10.9% | -$124.9M -12.3% | -$134.8M -14.8% | -$11.5M -1.3% | $86.2M 9.7% | $55.3M 7.3% |
| Income Tax Expense | -$112.8M -6.5% | $43.4M 2.9% | $27.6M 1.9% | $183.8M 13.9% | -$68.9M -5.7% | -$63.5M -6.2% | -$44.4M -4.9% | -$22.2M -2.5% | -$12.3M -1.4% | $10.3M 1.4% |
| Net Income | $393.4M 22.5% | $99.2M 6.6% | $67.8M 4.7% | -$345.6M -26.2% | -$63.0M -5.2% | -$61.4M -6.0% | -$90.4M -9.9% | $10.6M 1.2% | $98.5M 11.1% | $45.0M 5.9% |
| Per Share | ||||||||||
| EPS (Basic) | $2.30 | $0.58 | $0.41 | $-4.22 | $-0.77 | $-0.76 | $-1.14 | $0.14 | $1.27 | $0.59 |
| EPS (Diluted) | $2.13 | $0.55 | $0.37 | $-4.22 | $-0.77 | $-0.76 | $-1.14 | $0.13 | $1.19 | $0.56 |
| Weighted Avg Shares (Basic) | 170.8M | 170.5M | 166.3M | 81.9M | 81.4M | 80.3M | 79.1M | 78.6M | 77.4M | 76.3M |
| Weighted Avg Shares (Diluted) | 184.8M | 179.3M | 169.8M | 81.9M | 81.4M | 80.3M | 79.1M | 83.1M | 82.8M | 79.7M |
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.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 51th 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
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
High operating leverage: profit moved 6.8× 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 | 33.8 | 34.0 | 30.6 | 27.8 | 28.0 | 26.4 | 26.1 | 24.1 |
| Gross Profit | 66.2 | 66.0 | 69.4 | 72.2 | 72.0 | 73.6 | 73.9 | 75.9 |
| R&D | 20.4 | 22.5 | 23.3 | 21.5 | 22.3 | 20.6 | 19.9 | 17.9 |
| SG&A | 5.8 | 6.2 | 6.6 | 6.9 | 8.9 | 6.8 | 7.5 | 8.5 |
| Operating Income | -1.9 | -14.8 | -14.1 | -7.8 | -8.3 | 5.7 | 8.3 | 15.1 |
| Income Tax | -2.5 | -4.9 | -6.2 | -5.7 | 13.9 | 1.9 | 2.9 | -6.5 |
| Net Income | 1.2 | -9.9 | -6.0 | -5.2 | -26.2 | 4.7 | 6.6 | 22.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PEGA: 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 743 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $11.16T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.33T | 44.8× | 40.0× | 24.7× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.98T | 45.2× | 34.8× | 12.0× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.70T | 27.7× | 19.6× | 11.1× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.65T | 72.8× | 65.1× | 25.8× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.10T | 128.8× | 60.7× | 29.3× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $888.5B | 205.7× | 210.2× | 25.6× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $543.3B | — | 67.4× | 10.3× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $436.6B | 43.2× | 36.6× | 7.7× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $421.4B | 279.8× | 291.6× | 94.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $383.6B | 67.8× | 36.1× | 3.4× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.7B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| RPAY | $338.0B | — | — | 1092.8× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| AMAT | $331.0B | 48.2× | 38.1× | 11.7× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| UMC | $307.4B | — | — | — | — | — | — | — | — | — | 302 |
| ARM | $281.9B | 311.6× | 242.9× | 57.3× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| SAP | $262.5B | — | — | — | — | — | — | — | — | — | 794 |
| ANET | $250.7B | 72.6× | 63.3× | 27.8× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| PANW | $250.5B | 234.4× | 156.5× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| SNDK | $235.7B | — | — | 32.0× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| TXN | $234.6B | 47.4× | 30.9× | 13.3× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $225.6B | 31.1× | 24.4× | 5.4× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.8B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| MRVL | $204.0B | 78.4× | 133.3× | 24.9× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| QCOM | $202.7B | 37.7× | 15.2× | 4.6× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| PEGA | $6.1B | 16.9× | 21.4× | 3.5× | 16.6% | 75.9% | 22.5% | 50.0% | 50.0% | — | 453 |
Peers = companies sharing PEGA's sector (Technology) 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.