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Institutional accumulation: ownership increased +1.43% 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 $8.89 today, the market must believe free cash flow compounds -0.4%/yr for a decade (off $36M normalized FCF).
The market's -0.4% is more optimistic than its 8-yr track record.
2-stage DCF · 0.05B shares · net debt -$23M
mean 92.8% · volatility σ 274% · implied rate exceeded in 2/7 yrs
Central path = implied -0.4%/yr growth; shaded band = ±1σ (274%) 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.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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 lags reported earnings — watch accruals. 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.
No dividend to cover. Last year: $0 dividends + $798000 buybacks = $798000 returned on $8M 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.
Modest payoff on reinvested capital. Current ROIC on all capital: 8%. 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 $23M covers the $1M due within a year 22.5× over. Scheduled principal only (excludes interest & revolver draws). As of 2015-06-30 (10-Q).
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. 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 | $902.7M 100.0% | $802.5M 100.0% | $1.09B 100.0% | $1.46B 100.0% | $899.8M 100.0% | $855.2M 100.0% | $890.5M 100.0% | $842.4M 100.0% | — | — |
| Gross Profit | — | — | — | — | — | — | $230.1M 25.8% | $200.1M 23.8% | $194.6M | $186.7M |
| Selling, General & Admin | $42.5M 4.7% | $38.7M 4.8% | $38.5M 3.6% | $34.0M 2.3% | $23.7M 2.6% | $29.5M 3.5% | $28.5M 3.2% | $26.2M 3.1% | $24.0M | $25.7M |
| Total Operating Expenses | $881.6M 97.7% | $793.2M 98.8% | $1.06B 97.4% | $1.40B 96.0% | $873.6M 97.1% | $837.7M 98.0% | $865.8M 97.2% | $829.2M 98.4% | $184.1M | $187.0M |
| Operating Income | $21.1M 2.3% | $9.3M 1.2% | $28.1M 2.6% | $58.6M 4.0% | $26.2M 2.9% | $17.5M 2.0% | $24.7M 2.8% | $13.2M 1.6% | $10.5M | -$337K |
| Interest Expense | $1.3M 0.1% | $1.1M 0.1% | $3.3M 0.3% | $3.2M 0.2% | $2.5M 0.3% | $2.9M 0.3% | $3.0M 0.3% | $3.1M 0.4% | $2.5M | $4.9M |
| Interest & Investment Income | $1.3M 0.1% | $2.3M 0.3% | $1.4M 0.1% | $23K 0.0% | $18K 0.0% | $59K 0.0% | $50K 0.0% | $34K 0.0% | $25K | $47K |
| Other Income (Expense), net | $145K 0.0% | $422K 0.1% | -$575K -0.1% | -$440K -0.0% | $3.4M 0.4% | -$2.0M -0.2% | -$2.5M -0.3% | -$2.7M -0.3% | -$1.9M | -$5.0M |
| Pretax Income | $21.2M 2.3% | $9.7M 1.2% | $27.5M 2.5% | $58.2M 4.0% | $29.6M 3.3% | $15.5M 1.8% | $22.2M 2.5% | $10.5M 1.2% | $8.6M | -$5.3M |
| Income Tax Expense | $3.8M 0.4% | $1.5M 0.2% | $6.3M 0.6% | $12.7M 0.9% | $6.0M 0.7% | $3.2M 0.4% | $4.8M 0.5% | $73K 0.0% | $3.7M | -$1.9M |
| Net Income | $17.3M 1.9% | $7.7M 1.0% | $20.6M 1.9% | $44.5M 3.0% | $23.1M 2.6% | $10.5M 1.2% | $16.3M 1.8% | $10.2M 1.2% | $4.9M | -$3.5M |
| Per Share | ||||||||||
| EPS (Basic) | $0.37 | $0.16 | $0.43 | $0.90 | $0.46 | $0.21 | $0.28 | $0.17 | $0.06 | $-0.11 |
| EPS (Diluted) | $0.35 | $0.16 | $0.42 | $0.88 | $0.45 | $0.21 | $0.27 | $0.16 | $0.06 | $-0.11 |
| Weighted Avg Shares (Basic) | 47.0M | 47.0M | 48.2M | 49.6M | 49.9M | 49.6M | 49.5M | 49.2M | 48.8M | 48.4M |
| Weighted Avg Shares (Diluted) | 48.7M | 48.8M | 49.6M | 50.7M | 51.2M | 51.1M | 51.1M | 50.6M | 50.0M | 48.4M |
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.
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
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 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 | $166.7B | 23.4× | 16.0× | 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 | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| 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 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| 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 | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -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 |
| RLGT | $419M | 25.4× | 13.8× | 0.5× | 12.5% | — | 1.9% | 7.7% | 7.7% | — | 124 |
Peers = companies sharing RLGT'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.
EOD close · as of 2026-09-17
No standout strengths flagged.
No material risks flagged.
Where each multiple sits in its own 14-yr range · 67th 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
High operating leverage: profit moved 10.1× 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 |
|---|---|---|---|---|---|---|---|---|
| Gross Profit | 23.8 | 25.8 | — | — | — | — | — | — |
| SG&A | 3.1 | 3.2 | 3.5 | 2.6 | 2.3 | 3.6 | 4.8 | 4.7 |
| Operating Income | 1.6 | 2.8 | 2.0 | 2.9 | 4.0 | 2.6 | 1.2 | 2.3 |
| Income Tax | 0.0 | 0.5 | 0.4 | 0.7 | 0.9 | 0.6 | 0.2 | 0.4 |
| Net Income | 1.2 | 1.8 | 1.2 | 2.6 | 3.0 | 1.9 | 1.0 | 1.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on RLGT: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.