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Held by 577 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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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
How management deployed cash over 9 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: 7%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 9 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 $154M covers the $0 due within a year 153690000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2017-09-30 (10-Q).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~8.0% on $3.5B of debt.
Cash vs short-term debt unavailable.
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
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 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B 100.0% | $5.00B 100.0% | $3.12B 100.0% | $2.13B 100.0% | $1.03B 100.0% | $580.5M 100.0% | $944.3M 100.0% | $891.0M 100.0% | $429.9M 100.0% |
| Selling, General & Admin | $186.5M 3.7% | $174.6M 3.5% | $161.9M 5.2% | $159.6M 7.5% | $110.5M 10.7% | $72.9M 12.6% | $79.2M 8.4% | $63.3M 7.1% | $49.9M 11.6% |
| Total Operating Expenses | $3.60B 71.1% | $3.26B 65.1% | $2.02B 64.9% | $1.12B 52.7% | $699.4M 67.9% | $1.36B 234.5% | $864.0M 91.5% | $608.3M 68.3% | $324.6M 75.5% |
| Operating Income | $1.46B 28.9% | $1.74B 34.9% | $1.10B 35.1% | $1.01B 47.3% | $370.6M 36.0% | -$780.1M -134.4% | $79.4M 8.4% | $283.2M 31.8% | $114.1M 26.5% |
| Interest Expense | $283.1M 5.6% | $296.2M 5.9% | $177.2M 5.7% | $95.6M 4.5% | $61.3M 6.0% | $69.2M 11.9% | $56.0M 5.9% | $26.4M 3.0% | $5.7M 1.3% |
| Other Income (Expense), net | -$79.6M -1.6% | -$193.7M -3.9% | -$60.9M -2.0% | -$137.4M -6.4% | -$231.9M -22.5% | $9.8M 1.7% | -$57.2M -6.1% | -$11.0M -1.2% | -$591K -0.1% |
| Pretax Income | $1.38B 27.3% | $1.55B 31.0% | $1.04B 33.2% | $870.1M 40.8% | $138.7M 13.5% | -$770.3M -132.7% | $22.2M 2.4% | $272.2M 30.5% | $113.5M 26.4% |
| Income Tax Expense | $284.2M 5.6% | $300.3M 6.0% | $155.9M 5.0% | $120.3M 5.6% | $569K 0.1% | -$85.1M -14.7% | $5.8M 0.6% | $59.4M 6.7% | $29.9M 7.0% |
| Net Income | $1.1M 0.0% | $1.3M 0.0% | $880K 0.0% | $750K 0.0% | $138K 0.0% | -$682.8M -117.6% | $15.8M 1.7% | $199.9M 22.4% | $75.6M 17.6% |
| Per Share | |||||||||
| EPS (Basic) | $1.31 | $1.54 | $1.36 | $1.80 | $0.49 | $-2.46 | $0.06 | $0.76 | $0.32 |
| EPS (Diluted) | $1.28 | $1.45 | $1.24 | $1.61 | $0.46 | $-2.46 | $0.06 | $0.75 | $0.32 |
| Weighted Avg Shares (Basic) | 715.8M | 640.7M | 349.2M | 286.2M | 280.9M | 277.4M | 267.7M | 263.3M | 235.4M |
| Weighted Avg Shares (Diluted) | 731.0M | 684.5M | 389.1M | 322.8M | 310.2M | 277.4M | 276.6M | 266.9M | 239.8M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $23.20 today, the market must believe free cash flow compounds -7.4%/yr for a decade (off $3.1B normalized FCF).
The market's -7.4% is more conservative than its 8-yr track record.
2-stage DCF · 0.75B shares · net debt $3.4B
mean 70.6% · volatility σ 98% · implied rate exceeded in 6/8 yrs
Central path = implied -7.4%/yr growth; shaded band = ±1σ (98%) 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.
4/8 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
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
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 12% of free cash flow, leaving room to grow it and fund buybacks. Last year: $448M dividends + $0 buybacks = $448M returned on $3.6B 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.
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
Where each multiple sits in its own 9-yr range · 88th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 7.1 | 8.4 | 12.6 | 10.7 | 7.5 | 5.2 | 3.5 | 3.7 |
| Operating Income | 31.8 | 8.4 | -134.4 | 36.0 | 47.3 | 35.1 | 34.9 | 28.9 |
| Income Tax | 6.7 | 0.6 | -14.7 | 0.1 | 5.6 | 5.0 | 6.0 | 5.6 |
| Net Income | 22.4 | 1.7 | -117.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on PR: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| PR | $17.4B | 18.1× | — | 3.4× | 1.3% | — | 18.5% | 9.1% | 6.8% | — | 577 |
Peers = companies sharing PR's sector (Energy) 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.