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Held by 456 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.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $176.75 today, the market must believe free cash flow compounds 17.8%/yr for a decade (off $142M normalized FCF).
The market's 17.8% is more optimistic than its 9-yr track record.
2-stage DCF · 0.04B shares · net debt -$451M
mean -63.9% · volatility σ 96% · implied rate exceeded in 1/6 yrs
Central path = implied 17.8%/yr growth; shaded band = ±1σ (96%) 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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
5/8 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.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
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 8% of free cash flow, leaving room to grow it and fund buybacks. Last year: $13M dividends + $0 buybacks = $13M returned on $155M 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 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: 28%. 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 $451M covers all $2M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2016-09-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~25.5% on $800000 of debt. Interest last disclosed in FY2021 (no longer broken out).
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. Maturity ladder from the SEC long-term-debt repayment schedule. 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 | $1.10B 100.0% | $1.01B 100.0% | $699.3M 100.0% | $532.6M 100.0% | $470.6M 100.0% | $518.5M 100.0% | $517.2M 100.0% | $448.7M 100.0% | $395.9M 100.0% | $565.2M 100.0% |
| Cost of Revenue | $779.9M 70.6% | $739.3M 73.0% | $551.8M 78.9% | $447.6M 84.0% | $395.5M 84.0% | $423.9M 81.8% | $430.2M 83.2% | $383.4M 85.4% | $345.1M 87.2% | $459.0M 81.2% |
| Gross Profit | $324.4M 29.4% | $273.1M 27.0% | $147.6M 21.1% | $85.0M 16.0% | $75.1M 16.0% | $94.6M 18.2% | $87.0M 16.8% | $65.4M 14.6% | $50.8M 12.8% | $106.2M 18.8% |
| Research & Development | $11.0M 1.0% | $9.4M 0.9% | $6.2M 0.9% | $7.0M 1.3% | $6.7M 1.4% | $6.3M 1.2% | $6.3M 1.2% | $6.7M 1.5% | $6.9M 1.7% | $6.7M 1.2% |
| Selling, General & Admin | $95.4M 8.6% | $84.9M 8.4% | $78.8M 11.3% | $70.8M 13.3% | $67.2M 14.3% | $67.7M 13.0% | $70.0M 13.5% | $66.8M 14.9% | $61.5M 15.5% | $74.9M 13.3% |
| Operating Income | $217.9M 19.7% | $178.8M 17.7% | $62.5M 8.9% | $7.2M 1.4% | $1.0M 0.2% | $19.1M 3.7% | $11.5M 2.2% | -$9.1M -2.0% | -$19.3M -4.9% | $15.8M 2.8% |
| Interest Expense | — | — | — | — | $204K 0.0% | $228K 0.0% | $230K 0.0% | $207K 0.0% | $168K 0.0% | $149K 0.0% |
| Interest & Investment Income | — | — | $6.4M 0.9% | $334K 0.1% | $73K 0.0% | $753K 0.1% | $1.1M 0.2% | $883K 0.2% | $558K 0.1% | $156K 0.0% |
| Other Income (Expense), net | — | $0 0.0% | $0 0.0% | $2.3M 0.4% | $0 0.0% | $506K 0.1% | $0 0.0% | $747K 0.2% | $2.0M 0.5% | $2.0M 0.4% |
| Pretax Income | $233.6M 21.1% | $196.1M 19.4% | $69.0M 9.9% | $9.8M 1.8% | $1.1M 0.2% | $20.3M 3.9% | $12.3M 2.4% | -$7.7M -1.7% | -$16.9M -4.3% | $17.8M 3.1% |
| Income Tax Expense | $52.8M 4.8% | $46.2M 4.6% | $14.4M 2.1% | -$3.9M -0.7% | $461K 0.1% | $3.7M 0.7% | $2.4M 0.5% | -$547K -0.1% | -$7.4M -1.9% | $2.3M 0.4% |
| Net Income | $180.7M 16.4% | $149.8M 14.8% | $54.5M 7.8% | $13.7M 2.6% | $631K 0.1% | $16.7M 3.2% | $9.9M 1.9% | -$7.2M -1.6% | -$9.5M -2.4% | $15.5M 2.7% |
| Per Share | ||||||||||
| EPS (Basic) | $14.98 | $12.51 | $4.59 | $1.16 | $0.05 | $1.43 | $0.85 | $-0.62 | $-0.83 | $1.36 |
| EPS (Diluted) | $14.86 | $12.29 | $4.50 | $1.15 | $0.05 | $1.42 | $0.85 | $-0.62 | $-0.83 | $1.36 |
| Weighted Avg Shares (Basic) | 12.1M | 12.0M | 11.9M | 11.8M | 11.7M | 11.6M | 11.6M | 11.5M | 11.5M | 11.4M |
| Weighted Avg Shares (Diluted) | 12.2M | 12.2M | 12.1M | 11.9M | 11.8M | 11.7M | 11.6M | 11.5M | 11.5M | 11.4M |
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.
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 material risks flagged.
Where each multiple sits in its own 14-yr range · 96th 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 2.4× 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 | 85.4 | 83.2 | 81.8 | 84.0 | 84.0 | 78.9 | 73.0 | 70.6 |
| Gross Profit | 14.6 | 16.8 | 18.2 | 16.0 | 16.0 | 21.1 | 27.0 | 29.4 |
| R&D | 1.5 | 1.2 | 1.2 | 1.4 | 1.3 | 0.9 | 0.9 | 1.0 |
| SG&A | 14.9 | 13.5 | 13.0 | 14.3 | 13.3 | 11.3 | 8.4 | 8.6 |
| Operating Income | -2.0 | 2.2 | 3.7 | 0.2 | 1.4 | 8.9 | 17.7 | 19.7 |
| Income Tax | -0.1 | 0.5 | 0.7 | 0.1 | -0.7 | 2.1 | 4.6 | 4.8 |
| Net Income | -1.6 | 1.9 | 3.2 | 0.1 | 2.6 | 7.8 | 14.8 | 16.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on POWL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 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 | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| POWL | $6.4B | 11.9× | 26.4× | 5.8× | 9.1% | 29.4% | 16.4% | 28.2% | 28.2% | — | 456 |
Peers = companies sharing POWL'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.