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Institutional accumulation: ownership increased +1.76% 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.
To be worth $30.55 today, the market must believe free cash flow compounds 15.1%/yr for a decade (off $7M normalized FCF).
2-stage DCF · 0.01B shares · net debt $5M
mean -32.1% · volatility σ 168% · implied rate exceeded in 1/4 yrs
Central path = implied 15.1%/yr growth; shaded band = ±1σ (168%) 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 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.
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 | $29.37T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $376.4B | 43.0× | 30.0× | 5.6× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $329.6B | 38.6× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $260.4B | 39.1× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $200.6B | 79.9× | 40.4× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.0B | 37.0× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $179.9B | 48.6× | 32.1× | 5.6× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $165.7B | 23.3× | 15.9× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $164.8B | 40.6× | — | 6.0× | 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 | $122.1B | 24.8× | 16.0× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $121.1B | 34.8× | 27.3× | 6.1× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $107.9B | 24.8× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| TT | $95.7B | 33.1× | 23.6× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| GD | $95.5B | 22.9× | 16.8× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| VRT | $95.4B | 73.1× | 45.2× | 9.3× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $95.2B | 93.6× | 47.2× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $93.4B | 28.5× | — | 4.0× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $92.2B | 61.9× | 40.6× | 11.2× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| MMM | $88.0B | 27.6× | 16.9× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $87.6B | 30.6× | 14.1× | 6.2× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| WM | $85.1B | 31.5× | 11.9× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| EMR | $84.4B | 37.1× | — | 4.7× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $84.1B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| CTAS | $79.6B | 44.9× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| PPIH | $248M | 14.6× | 7.4× | 1.2× | 33.2% | 32.9% | 8.1% | 18.8% | 14.9% | 0.7× | 75 |
Peers = companies sharing PPIH'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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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).
Comfortably covers interest; 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.
Reinvestment has been productive — operating income grew well per dollar put in. 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 $19M is below the $20M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2026-01-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~8.8% on $24M of debt.
Cash of $19M is below short-term debt of $20M — relies on refinancing/operations.
Mostly short-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
Is the profit real, and how strong is the balance sheet?
FY2026 · 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
High operating leverage: profit moved 1.4× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 81.9 | 77.2 | 86.8 | 76.5 | 73.1 | 72.5 | 66.4 | 67.1 |
| Gross Profit | 18.1 | 22.8 | 13.2 | 23.5 | 26.9 | 27.5 | 33.6 | 32.9 |
| R&D | 0.2 | 0.2 | 0.4 | 0.3 | 0.4 | 0.3 | 0.1 | — |
| SG&A | 11.9 | 14.8 | 20.3 | 14.4 | 15.4 | 15.0 | 17.7 | 16.7 |
| Operating Income | 2.1 | 3.8 | -13.4 | 5.9 | 7.8 | 8.9 | 12.8 | 14.0 |
| Income Tax | 1.7 | 1.1 | -0.2 | 1.6 | 2.5 | -2.2 | 3.4 | 3.2 |
| Net Income | -0.4 | 2.8 | -9.0 | 4.4 | 4.2 | 6.9 | 5.7 | 8.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PPIH: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
How a revenue dollar becomes profit — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $210.9M 100.0% | $158.4M 100.0% | $150.7M 100.0% | $142.6M 100.0% | $138.6M 100.0% | $84.7M 100.0% | $127.7M 100.0% | $129.0M 100.0% | $105.2M 100.0% | $98.8M 100.0% |
| Cost of Revenue | $141.4M 67.1% | $105.1M 66.4% | $109.2M 72.5% | $104.3M 73.1% | $106.0M 76.5% | $73.5M 86.8% | $98.6M 77.2% | $105.6M 81.9% | $93.5M 88.8% | $87.1M 88.1% |
| Cost of Products | — | — | — | — | — | — | — | — | $93.5M 88.8% | $87.1M 88.1% |
| Gross Profit | $69.5M 32.9% | $53.2M 33.6% | $41.5M 27.5% | $38.3M 26.9% | $32.5M 23.5% | $11.2M 13.2% | $29.0M 22.8% | $23.3M 18.1% | $11.7M 11.2% | $11.7M 11.9% |
| Research & Development | — | $100K 0.1% | $500K 0.3% | $600K 0.4% | $400K 0.3% | $300K 0.4% | $300K 0.2% | $200K 0.2% | $300K 0.3% | $200K 0.2% |
| Selling, General & Admin | $35.3M 16.7% | $28.0M 17.7% | $22.6M 15.0% | $22.0M 15.4% | $19.9M 14.4% | $17.2M 20.3% | $18.9M 14.8% | $15.4M 11.9% | $16.2M 15.4% | $17.6M 17.8% |
| Total Operating Expenses | $40.0M 19.0% | $32.9M 20.8% | $28.1M 18.6% | $27.2M 19.0% | $24.4M 17.6% | $22.6M 26.6% | $24.2M 18.9% | $20.6M 16.0% | $21.3M 20.2% | $23.3M 23.6% |
| Operating Income | $29.4M 14.0% | $20.3M 12.8% | $13.4M 8.9% | $11.1M 7.8% | $8.1M 5.9% | -$11.4M -13.4% | $4.9M 3.8% | $2.7M 2.1% | -$9.5M -9.0% | -$11.6M -11.7% |
| Interest Expense | $2.1M 1.0% | $2.2M 1.4% | $2.4M 1.6% | $2.2M 1.6% | $918K 0.7% | $649K 0.8% | $1.1M 0.9% | $1.3M 1.0% | $808K 0.8% | $746K 0.8% |
| Interest & Investment Income | $298K 0.1% | $284K 0.2% | $163K 0.1% | $124K 0.1% | $90K 0.1% | $268K 0.3% | $201K 0.2% | $164K 0.1% | $111K 0.1% | $177K 0.2% |
| Other Income (Expense), net | -$134K -0.1% | $107K 0.1% | -$1.2M -0.8% | $533K 0.4% | $1.0M 0.8% | $4.0M 4.7% | $1.1M 0.8% | — | — | — |
| Pretax Income | $27.5M 13.0% | $18.5M 11.7% | $9.9M 6.6% | $9.6M 6.7% | $8.3M 6.0% | -$7.8M -9.2% | $5.0M 3.9% | $1.6M 1.2% | -$10.2M -9.7% | -$13.8M -13.9% |
| Income Tax Expense | $6.8M 3.2% | $5.4M 3.4% | -$3.3M -2.2% | $3.6M 2.5% | $2.3M 1.6% | -$133K -0.2% | $1.5M 1.1% | $2.1M 1.7% | -$233K -0.2% | -$611K -0.6% |
| Net Income | $17.0M 8.1% | $9.0M 5.7% | $10.5M 6.9% | $5.9M 4.2% | $6.1M 4.4% | -$7.6M -9.0% | $3.6M 2.8% | -$550K -0.4% | -$10.0M -9.5% | -$12.5M -12.6% |
| Per Share | ||||||||||
| EPS (Basic) | $2.12 | $1.13 | $1.31 | $0.75 | $0.75 | $-0.94 | $0.45 | $-0.07 | — | — |
| EPS (Diluted) | $2.09 | $1.12 | $1.30 | $0.73 | $0.72 | $-0.94 | $0.42 | $-0.07 | — | — |
| Weighted Avg Shares (Basic) | 8.0M | 8.0M | 8.0M | 8.0M | 8.1M | 8.1M | 8.0M | 7.8M | 7.7M | 7.5M |
| Weighted Avg Shares (Diluted) | 8.1M | 8.0M | 8.1M | 8.1M | 8.4M | 8.1M | 8.4M | 7.8M | 7.7M | 7.5M |
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.