Loading institutional data...
Loading institutional data...
Held by 185 of 5,944 reporting institutions (91th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
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 $32.48 today, the market must believe free cash flow compounds -1.7%/yr for a decade (off $315M normalized FCF).
The market's -1.7% is more conservative than its 5-yr track record.
2-stage DCF · 0.11B shares · net debt -$489M
mean 97.6% · volatility σ 254% · implied rate exceeded in 3/5 yrs
Central path = implied -1.7%/yr growth; shaded band = ±1σ (254%) 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.
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 | $1.04B 100.0% | $1.27B 100.0% | $949.3M 100.0% | $1.44B 100.0% | $1.43B 100.0% | $693.2M 100.0% | $821.4M 100.0% | $651.6M 100.0% | $332.0M 100.0% | $222.1M 100.0% |
| Selling, General & Admin | $70.5M 6.8% | $70.8M 5.6% | $54.4M 5.7% | $56.8M 4.0% | $39.5M 2.8% | $31.9M 4.6% | $34.8M 4.2% | $34.0M 5.2% | $31.0M 9.3% | $24.6M 11.1% |
| Total Operating Expenses | $905.6M 86.9% | $882.5M 69.7% | $710.8M 74.9% | $829.6M 57.7% | $688.0M 48.2% | $609.3M 87.9% | $747.7M 91.0% | $519.6M 79.8% | $293.1M 88.3% | $331.4M 149.2% |
| Operating Income | $136.9M 13.1% | $383.0M 30.3% | $238.5M 25.1% | $607.6M 42.3% | $739.4M 51.8% | $84.0M 12.1% | $73.7M 9.0% | $131.9M 20.2% | $38.8M 11.7% | -$109.3M -49.2% |
| Interest Expense | $71.2M 6.8% | $91.8M 7.3% | $71.3M 7.5% | $52.6M 3.7% | $56.0M 3.9% | $69.6M 10.0% | $87.6M 10.7% | $73.7M 11.3% | $50.5M 15.2% | $40.4M 18.2% |
| Other Income (Expense), net | -$51.8M -5.0% | -$78.5M -6.2% | -$64.8M -6.8% | -$41.5M -2.9% | -$59.0M -4.1% | -$74.2M -10.7% | -$89.8M -10.9% | -$73.5M -11.3% | -$48.5M -14.6% | -$44.8M -20.2% |
| Pretax Income | $85.1M 8.2% | $304.5M 24.1% | $173.7M 18.3% | $566.1M 39.4% | $680.4M 47.7% | $9.8M 1.4% | -$16.1M -2.0% | $58.4M 9.0% | -$9.5M -2.9% | -$154.0M -69.3% |
| Income Tax Expense | $0 0.0% | -$116K -0.0% | $183K 0.0% | $244K 0.0% | $16K 0.0% | $152K 0.0% | $109K 0.0% | $61K 0.0% | $236K 0.1% | $267K 0.1% |
| Net Income | $84.2M 8.1% | $304.7M 24.1% | $173.6M 18.3% | $566.0M 39.4% | $680.5M 47.7% | $9.7M 1.4% | -$16.2M -2.0% | $58.4M 9.0% | -$9.8M -2.9% | -$154.2M -69.4% |
| Per Share | ||||||||||
| EPS (Basic) | $0.73 | $2.85 | $1.76 | $5.54 | $6.73 | $0.10 | $-0.17 | $0.76 | $-0.16 | $-3.24 |
| EPS (Diluted) | $0.73 | $2.80 | $1.75 | $5.52 | $6.71 | $0.10 | $-0.17 | $0.76 | $-0.16 | $-3.24 |
| Weighted Avg Shares (Basic) | 115.0M | 106.9M | 98.5M | 102.2M | 101.2M | 96.1M | 93.7M | 77.1M | 63.0M | 47.6M |
| Weighted Avg Shares (Diluted) | 115.4M | 108.7M | 98.9M | 102.5M | 101.5M | 96.3M | 93.7M | 77.3M | 63.0M | 47.6M |
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.
5/7 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.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor.
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 16% of free cash flow, leaving room to grow it and fund buybacks. Last year: $34M dividends + $98M buybacks = $133M returned on $212M 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 balanced mix of reinvestment and shareholder returns.
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.
Cash of $489M covers the $113M due within a year 4.3× over. Scheduled principal only (excludes interest & revolver draws). As of 2015-12-31 (20-F).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest.
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.
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
EOD close · as of 2026-09-18
No material risks flagged.
Where each multiple sits in its own 14-yr range · 82th 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 3.6× 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 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 5.2 | 4.2 | 4.6 | 2.8 | 4.0 | 5.7 | 5.6 | 6.8 |
| Operating Income | 20.2 | 9.0 | 12.1 | 51.8 | 42.3 | 25.1 | 30.3 | 13.1 |
| Income Tax | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.0 | 0.0 |
| Net Income | 9.0 | -2.0 | 1.4 | 47.7 | 39.4 | 18.3 | 24.1 | 8.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SBLK: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $167.6B | 23.6× | 16.1× | 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 | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| 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 |
| 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 | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -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 |
| SBLK | $3.6B | 43.5× | 10.2× | 3.5× | -17.6% | — | 8.1% | 3.4% | 3.4% | — | 185 |
Peers = companies sharing SBLK'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.