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Held by 211 of 5,944 reporting institutions (92th 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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $5.86 today, the market must believe free cash flow compounds -4.7%/yr for a decade (off $132M normalized FCF).
The market's -4.7% is more conservative than its 9-yr track record.
2-stage DCF · 0.22B shares · net debt -$210M
mean 70.4% · volatility σ 357% · implied rate exceeded in 2/7 yrs
Central path = implied -4.7%/yr growth; shaded band = ±1σ (357%) 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.
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
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 66% of free cash flow, leaving room to grow it and fund buybacks. Last year: $35M dividends + $3M buybacks = $38M returned on $53M 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: 3%. 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 2026-09-18
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 | $1.63B 100.0% | $1.41B 100.0% | $1.62B 100.0% | $1.60B 100.0% | $864.9M 100.0% | $598.3M 100.0% | $1.22B 100.0% | $1.72B 100.0% | $1.60B 100.0% | $729.0M 100.0% |
| Cost of Revenue | $1.23B 75.8% | $1.04B 73.3% | $1.09B 67.4% | $1.09B 67.9% | $663.3M 76.7% | $480.7M 80.4% | $919.6M 75.2% | $1.18B 68.7% | $1.05B 65.9% | $607.9M 83.4% |
| Selling, General & Admin | $175.6M 10.8% | $156.4M 11.1% | $165.9M 10.3% | $148.6M 9.3% | $123.6M 14.3% | $123.7M 20.7% | $168.1M 13.8% | $168.2M 9.8% | $159.2M 10.0% | $150.7M 20.7% |
| Operating Income | $44.7M 2.8% | $97.5M 6.9% | $244.9M 15.1% | $287.9M 18.0% | $16.3M 1.9% | -$309.6M -51.8% | -$114.3M -9.3% | $210.0M 12.2% | $226.2M 14.2% | -$238.9M -32.8% |
| Interest Expense | $3.0M 0.2% | $724K 0.1% | $341K 0.0% | $614K 0.0% | $1.9M 0.2% | $373K 0.1% | $334K 0.0% | $489K 0.0% | $426K 0.0% | $681K 0.1% |
| Interest & Investment Income | $8.4M 0.5% | $13.1M 0.9% | $8.6M 0.5% | $1.2M 0.1% | $59K 0.0% | $496K 0.1% | $1.9M 0.2% | $2.4M 0.1% | $1.5M 0.1% | $467K 0.1% |
| Other Income (Expense), net | $6.4M 0.4% | $2.9M 0.2% | $3.0M 0.2% | $1.1M 0.1% | $2.0M 0.2% | $81K 0.0% | -$385K -0.0% | $9.3M 0.5% | $5.5M 0.3% | -$204K -0.0% |
| Pretax Income | $56.5M 3.5% | $112.8M 8.0% | $256.2M 15.8% | $289.6M 18.1% | $16.4M 1.9% | -$309.4M -51.7% | -$113.1M -9.3% | $221.3M 12.9% | $232.8M 14.6% | -$239.4M -32.8% |
| Income Tax Expense | $24.5M 1.5% | $21.4M 1.5% | $61.1M 3.8% | $71.3M 4.4% | $9.2M 1.1% | -$97.2M -16.3% | -$26.0M -2.1% | $45.9M 2.7% | $70.3M 4.4% | -$98.1M -13.5% |
| Net Income | $32.1M 2.0% | $91.4M 6.5% | $195.1M 12.1% | $218.4M 13.6% | $7.2M 0.8% | -$212.2M -35.5% | -$87.1M -7.1% | $175.4M 10.2% | $162.5M 10.2% | -$141.2M -19.4% |
| Per Share | ||||||||||
| EPS (Basic) | $0.15 | $0.43 | $0.90 | $1.01 | $0.03 | $-1.00 | $-0.41 | $0.82 | $0.75 | $-0.66 |
| EPS (Diluted) | $0.15 | $0.43 | $0.90 | $1.01 | $0.03 | $-1.00 | $-0.41 | $0.82 | $0.75 | $-0.66 |
| Weighted Avg Shares (Basic) | 212.2M | 211.4M | 212.9M | 213.3M | 213.0M | 212.5M | 212.2M | 212.7M | 214.3M | 214.2M |
| Weighted Avg Shares (Diluted) | 212.2M | 211.4M | 212.9M | 213.3M | — | — | — | — | — | 214.2M |
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 2026-09-18
No material risks flagged.
Where each multiple sits in its own 14-yr range · 46th 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
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 68.7 | 75.2 | 80.4 | 76.7 | 67.9 | 67.4 | 73.3 | 75.8 |
| SG&A | 9.8 | 13.8 | 20.7 | 14.3 | 9.3 | 10.3 | 11.1 | 10.8 |
| Operating Income | 12.2 | -9.3 | -51.8 | 1.9 | 18.0 | 15.1 | 6.9 | 2.8 |
| Income Tax | 2.7 | -2.1 | -16.3 | 1.1 | 4.4 | 3.8 | 1.5 | 1.5 |
| Net Income | 10.2 | -7.1 | -35.5 | 0.8 | 13.6 | 12.1 | 6.5 | 2.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on RES: 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 | $683.4B | 24.4× | — | 2.1× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $537.9B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $387.4B | 31.6× | — | 2.0× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.1B | 20.8× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $154.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $129.6B | 32.1× | 11.1× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.7B | 54.6× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $114.8B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $110.9B | 25.3× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.2B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $88.0B | 33.7× | 17.8× | 7.4× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $85.1B | — | 12.7× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.3B | 15.8× | 7.6× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $76.4B | 21.8× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.8B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $70.8B | 23.2× | 14.3× | 4.2× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $62.7B | 34.4× | 16.5× | 3.7× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.3B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $60.3B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.0B | 11.1× | 7.7× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.9B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.0B | 36.5× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.8B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $54.8B | 33.6× | 11.0× | 3.6× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| RES | $1.3B | 39.1× | 5.3× | 0.8× | 15.0% | 24.2% | 2.0% | 2.9% | 2.9% | — | 211 |
Peers = companies sharing RES'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.