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Insufficient data to determine institutional momentum.
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.
No trend data available for this metric.
Top 16 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.
EOD close · as of 2026-08-28 · 21d old
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 | $73K 100.0% | $801K 100.0% | $18.9M 100.0% | $18.1M 100.0% | $11.3M 100.0% | $2.3M 100.0% | $20K 100.0% | $1.3M 100.0% | $895K 100.0% | $1.0M 100.0% |
| Cost of Revenue | — | $3.8M 474.2% | $13.3M 70.5% | $12.2M 67.3% | $7.4M 65.4% | $1.9M 84.2% | $246K 1204.2% | $605K 46.2% | $440K 49.2% | $485K 47.9% |
| Cost of Products | — | — | — | — | — | — | — | — | $440K 49.2% | $485K 47.9% |
| Gross Profit | $17K 23.1% | -$120K -15.0% | $5.6M 29.5% | $5.9M 32.7% | $3.9M 34.6% | $364K 15.8% | -$225K -1104.2% | $704K 53.8% | $455K 50.8% | $527K 52.1% |
| Selling, General & Admin | $79K 108.1% | $484K 60.3% | $2.5M 13.2% | $2.8M 15.5% | $788K 7.0% | $147K 6.4% | $204K 1001.0% | $194K 14.8% | $163K 18.2% | $136K 13.4% |
| Total Operating Expenses | $14.2M 19438.8% | $9.8M 1220.6% | $20.9M 110.6% | $27.3M 151.0% | $33.0M 291.6% | $18.0M 783.7% | $4.3M 20905.2% | $637K 48.7% | $612K 68.4% | $577K 57.0% |
| Operating Income | -$14.2M -19415.6% | -$9.9M -1235.6% | -$15.3M -81.1% | -$21.4M -118.3% | -$29.1M -257.0% | -$17.7M -767.9% | -$4.5M -22009.4% | $67K 5.1% | -$157K -17.6% | -$50K -4.9% |
| Interest Expense | $2.5M 3453.4% | $3.7M 462.1% | $1.9M 9.9% | $251K 1.4% | $443K 3.9% | — | $8K 41.1% | $6K 0.4% | $4K 0.5% | $5K 0.5% |
| Interest & Investment Income | — | $2K 0.2% | $3K 0.0% | $6K 0.0% | $643 0.0% | $8 0.0% | $132 0.6% | $0 0.0% | — | — |
| Other Income (Expense), net | -$10.2M -13909.4% | -$7.7M -962.0% | -$5.7M -30.3% | -$245K -1.4% | -$262K -2.3% | -$1.9M -83.8% | -$649K -3181.8% | $2K 0.1% | $10K 1.1% | $1K 0.1% |
| Income Tax Expense | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% | $0 0.0% |
| Net Income | -$25.2M -34537.0% | -$23.8M -2964.9% | -$21.0M -111.4% | -$21.7M -119.9% | -$29.1M -256.7% | -$28.7M -1246.7% | -$5.1M -25191.2% | $68K 5.2% | -$148K -16.5% | -$49K -4.8% |
| Per Share | ||||||||||
| EPS (Basic) | $-11.97 | $-17.68 | — | — | $-1.02 | $-1.06 | $-0.04 | $0.01 | — | — |
| EPS (Diluted) | $-11.97 | $-17.68 | — | — | $-1.02 | $-1.06 | $-0.04 | $0.01 | — | — |
| Weighted Avg Shares (Basic) | 2.2M | 1.3M | 1.1M | 37.4M | — | — | 11.6M | 11.4M | — | — |
| Weighted Avg Shares (Diluted) | 2.2M | 1.3M | 1.1M | 37.4M | 28.9M | 18.5M | 11.9M | 11.4M | — | — |
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
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.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising 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.
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: 165%. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~73822.7% on $3418 of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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 2026-08-28
Where each multiple sits in its own 7-yr range · 14th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 7-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 | 46.2 | 1204.2 | 84.2 | 65.4 | 67.3 | 70.5 | 474.2 | — |
| Gross Profit | 53.8 | -1104.2 | 15.8 | 34.6 | 32.7 | 29.5 | -15.0 | 23.1 |
| SG&A | 14.8 | 1001.0 | 6.4 | 7.0 | 15.5 | 13.2 | 60.3 | 108.1 |
| Operating Income | 5.1 | -22009.4 | -767.9 | -257.0 | -118.3 | -81.1 | -1235.6 | -19415.6 |
| Income Tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Net Income | 5.2 | -25191.2 | -1246.7 | -256.7 | -119.9 | -111.4 | -2964.9 | -34537.0 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SBEV: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 229 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $852.5B | 39.1× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.2B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.9B | 29.0× | 24.9× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $346.8B | 22.7× | 16.4× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $296.4B | 26.2× | 17.3× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.0B | 22.3× | 14.9× | 1.9× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $116.7B | 16.9× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.3B | 32.8× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $72.4B | 19.7× | 10.5× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $70.3B | 33.4× | 19.6× | 3.5× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.5B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $42.7B | 20.5× | 14.3× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| ADM | $42.6B | 39.5× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| FMX | $41.0B | — | — | — | — | — | — | — | — | — | 290 |
| JBS | $39.7B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.6B | 39.5× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.6B | 21.2× | 9.7× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| KVUE | $34.2B | 23.5× | 11.7× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| HSY | $34.1B | — | 20.1× | 2.9× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $33.8B | — | 768.2× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.5B | 18.2× | 8.1× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.1B | 31.5× | 18.8× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
| SBEV | $929028 | — | — | 12.7× | -90.9% | 23.1% | -34537% | 165% | 165% | -0.0× | 16 |
Peers = companies sharing SBEV's sector (Consumer Defensive) 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.