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Institutional ownership roughly stable: +0.21% change quarter-over-quarter.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $2.31 today, the market must believe free cash flow compounds -11.3%/yr for a decade (off $488M normalized FCF).
The market's -11.3% is more conservative than its 7-yr track record.
2-stage DCF · 0.38B shares · net debt $1.7B
mean 4.3% · volatility σ 12% · implied rate exceeded in 6/7 yrs
Central path = implied -11.3%/yr growth; shaded band = ±1σ (12%) 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.
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.
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
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.76B 100.0% | $2.55B 100.0% | $2.57B 100.0% | $2.62B 100.0% | $2.58B 100.0% | $2.37B 100.0% | $1.89B 100.0% | $1.49B 100.0% |
| Cost of Revenue | $758.5M 27.5% | $692.1M 27.1% | $718.5M 28.0% | $735.7M 28.1% | $729.0M 28.2% | $712.2M 30.0% | $566.3M 30.0% | $437.0M 29.3% |
| Research & Development | $426.7M 15.5% | $403.0M 15.8% | $406.4M 15.8% | $472.3M 18.1% | $386.7M 15.0% | $268.9M 11.3% | $210.5M 11.2% | $148.3M 9.9% |
| Selling, General & Admin | $619.1M 22.5% | $288.7M 11.3% | $303.5M 11.8% | $332.4M 12.7% | $323.4M 12.5% | $501.2M 21.1% | $199.7M 10.6% | $179.6M 12.0% |
| Total Operating Expenses | $2.76B 100.2% | $2.16B 84.6% | $2.07B 80.5% | $2.14B 82.0% | $2.02B 78.2% | $1.98B 83.7% | $1.39B 73.6% | $1.06B 71.0% |
| Operating Income | -$5.1M -0.2% | $391.6M 15.4% | $501.6M 19.5% | $471.4M 18.0% | $562.2M 21.8% | $387.2M 16.3% | $497.4M 26.4% | $432.6M 29.0% |
| Interest Expense | $143.3M 5.2% | $155.2M 6.1% | $154.2M 6.0% | $117.5M 4.5% | $149.2M 5.8% | $198.3M 8.4% | $61.6M 3.3% | $500K 0.0% |
| Pretax Income | -$172.9M -6.3% | $280.5M 11.0% | $392.1M 15.3% | $360.8M 13.8% | $408.4M 15.8% | — | — | — |
| Income Tax Expense | $33.5M 1.2% | $118.3M 4.6% | $157.1M 6.1% | $85.5M 3.3% | $99.9M 3.9% | $102.3M 4.3% | $147.4M 7.8% | $92.7M 6.2% |
| Net Income | -$206.4M -7.5% | $162.2M 6.4% | $235.0M 9.2% | $275.3M 10.5% | $308.5M 11.9% | $92.1M 3.9% | $288.9M 15.3% | $338.0M 22.7% |
| Per Share | ||||||||
| EPS (Basic) | $-0.55 | $0.44 | $0.64 | $0.69 | $0.75 | $0.24 | $0.76 | $0.89 |
| EPS (Diluted) | $-0.55 | $0.44 | $0.64 | $0.69 | $0.75 | $0.24 | $0.76 | $0.89 |
| Weighted Avg Shares (Basic) | 375.8M | 371.8M | 366.3M | 401.0M | 408.9M | 384.7M | 378.0M | 378.0M |
| Weighted Avg Shares (Diluted) | 375.8M | 372.1M | 366.8M | 401.6M | 411.0M | 384.7M | 378.0M | 378.0M |
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 data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising 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 28% of free cash flow, leaving room to grow it and fund buybacks. Last year: $150M dividends + $0 buybacks = $150M returned on $531M FCF.
2 consecutive years of dividend increases · -13%/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 8 years — and what it earned on reinvestment.
A balanced mix of reinvestment and shareholder returns.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -10%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 8 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 $684M covers the $19M due within a year 36.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2024-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~6.0% on $2.4B of debt.
Cash of $684M fully covers short-term debt of $11M.
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 5-yr range · 40th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-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
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 | 29.3 | 30.0 | 30.0 | 28.2 | 28.1 | 28.0 | 27.1 | 27.5 |
| R&D | 9.9 | 11.2 | 11.3 | 15.0 | 18.1 | 15.8 | 15.8 | 15.5 |
| SG&A | 12.0 | 10.6 | 21.1 | 12.5 | 12.7 | 11.8 | 11.3 | 22.5 |
| Operating Income | 29.0 | 26.4 | 16.3 | 21.8 | 18.0 | 19.5 | 15.4 | -0.2 |
| Income Tax | 6.2 | 7.8 | 4.3 | 3.9 | 3.3 | 6.1 | 4.6 | 1.2 |
| Net Income | 22.7 | 15.3 | 3.9 | 11.9 | 10.5 | 9.2 | 6.4 | -7.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PLTK: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 |
| PLTK | $871M | — | 61.8× | 0.3× | 8.1% | 72.5% | -7.5% | 50.2% | -10.4% | 57.3× | 161 |
Peers = companies sharing PLTK'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.
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