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Held by 397 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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.
Ranked against 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $941.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $694.5B | — | — | 17.4× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $512.0B | 34.3× | — | 15.6× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $419.6B | 15.3× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $282.1B | 18.5× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $268.7B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $213.5B | 20.2× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $188.8B | 22.5× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $173.4B | 21.8× | — | 6.8× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $169.2B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $163.4B | 29.9× | — | 6.8× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| GLD | $134.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| CB | $133.7B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| PGR | $126.8B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $120.7B | 27.6× | 17.3× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| HOOD | $97.6B | 53.6× | — | 21.8× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| CME | $97.5B | 24.3× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $96.4B | 13.0× | — | 3.4× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| BX | $93.9B | 32.4× | — | 6.5× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.9B | 14.0× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $89.8B | — | — | — | — | — | — | — | — | — | 7 |
| KKR | $87.5B | — | — | 4.5× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| ICE | $86.9B | 26.6× | 20.6× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| MRSH | $84.7B | 20.7× | 15.4× | 3.1× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| RIOT | $8.1B | — | — | 12.6× | 71.9% | — | -102% | -23.2% | -17.9% | -3.0× | 397 |
Peers = companies sharing RIOT's sector (Financial Services) 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.
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 | $647.4M 100.0% | $376.7M 100.0% | $280.7M 100.0% | $259.2M 100.0% | $213.2M 100.0% | $12.1M 100.0% | $6.8M 100.0% | $7.8M 100.0% | $270K 100.0% | $9K 100.0% |
| Cost of Revenue | — | — | — | — | — | $6.3M 51.7% | $6.1M 89.2% | $5.8M 74.2% | $25K 9.3% | $3K 32.5% |
| Cost of Products | — | — | — | — | — | — | — | — | — | $3K 32.5% |
| Gross Profit | — | — | — | — | — | — | — | — | — | $6K 67.5% |
| Research & Development | — | — | — | — | — | — | — | — | $20K 7.4% | $249K 2646.2% |
| Selling, General & Admin | $298.8M 46.1% | $266.9M 70.9% | $100.3M 35.8% | $67.5M 26.0% | $87.4M 41.0% | $87.4M 723.7% | $9.2M 134.0% | $20.9M 265.9% | $7.3M 2712.2% | $4.4M 46849.3% |
| Total Operating Expenses | $1.27B 196.1% | $223.1M 59.2% | $343.7M 122.5% | $771.9M 297.8% | $243.1M 114.0% | $27.6M 228.7% | $16.3M 237.7% | $67.2M 856.7% | $13.4M 4978.2% | $5.3M 56171.0% |
| Operating Income | -$622.2M -96.1% | $153.6M 40.8% | -$63.0M -22.5% | -$512.7M -197.8% | -$29.9M -14.0% | -$15.5M -128.7% | -$9.4M -137.7% | -$59.4M -756.7% | -$13.2M -4878.2% | -$5.2M -55144.1% |
| Interest Expense | — | — | — | — | $296K 0.1% | — | $122K 1.8% | $123K 1.6% | $4.8M 1782.5% | $30K 320.3% |
| Interest & Investment Income | — | $564K 0.1% | — | — | — | $85K 0.7% | — | — | $105K 38.9% | $126K 1341.3% |
| Other Income (Expense), net | -$41.2M -6.4% | -$43.4M -11.5% | $8.5M 3.0% | -$8.6M -3.3% | $14.7M 6.9% | $1.4M 11.9% | -$11.0M -161.3% | -$1.6M -20.9% | -$4.9M -1810.6% | $2.0M 21607.3% |
| Pretax Income | -$663.3M -102.5% | $110.1M 29.2% | -$54.6M -19.4% | -$521.3M -201.1% | -$15.2M -7.1% | -$14.1M -116.8% | -$20.4M -299.0% | -$61.0M -777.7% | -$18.0M -6688.9% | -$3.2M -33536.8% |
| Income Tax Expense | -$150K -0.0% | $744K 0.2% | -$5.1M -1.8% | -$11.7M -4.5% | $254K 0.1% | — | -$143K -2.1% | -$699K -8.9% | -$1.6M -596.7% | — |
| Net Income | -$663.2M -102.4% | $109.4M 29.0% | -$49.5M -17.6% | -$509.6M -196.6% | -$15.4M -7.2% | -$14.1M -116.8% | -$20.0M -293.1% | -$58.0M -739.4% | -$19.8M -7359.7% | -$4.3M -45378.5% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.95 | $0.40 | $-0.28 | $-3.65 | $-0.17 | $-0.34 | $-1.02 | — | — | — |
| EPS (Diluted) | $-1.95 | $0.34 | $-0.28 | $-3.65 | $-0.17 | $-0.33 | $-1.02 | — | — | — |
| Weighted Avg Shares (Basic) | 340.7M | 276.0M | 175.0M | 139.4M | 93.5M | 42.0M | 19.6M | — | — | — |
| Weighted Avg Shares (Diluted) | 340.7M | 318.9M | 175.0M | 139.4M | 93.5M | 42.0M | 19.6M | — | — | — |
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.
2/8 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.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable; 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 + $4M buybacks = $4M returned on -$774M 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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -18%. 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 $234M covers all $5M of scheduled principal — no refinancing pressure. 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. Interest last disclosed in FY2021 (no longer broken out).
Cash of $234M is below short-term debt of $254M — relies on refinancing/operations.
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 10-yr range · 65th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 10-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 | 74.2 | 89.2 | 51.7 | — | — | — | — | — |
| SG&A | 265.9 | 134.0 | 723.7 | 41.0 | 26.0 | 35.8 | 70.9 | 46.1 |
| Operating Income | -756.7 | -137.7 | -128.7 | -14.0 | -197.8 | -22.5 | 40.8 | -96.1 |
| Income Tax | -8.9 | -2.1 | — | 0.1 | -4.5 | -1.8 | 0.2 | -0.0 |
| Net Income | -739.4 | -293.1 | -116.8 | -7.2 | -196.6 | -17.6 | 29.0 | -102.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on RIOT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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