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Held by 167 of 5,944 reporting institutions (90th 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.
To be worth $14.29 today, the market must believe free cash flow compounds -7.0%/yr for a decade (off $59M normalized FCF).
The market's -7.0% is more conservative than its 5-yr track record.
2-stage DCF · 0.04B shares · net debt -$111M
mean 38.2% · volatility σ 123% · implied rate exceeded in 2/5 yrs
Central path = implied -7.0%/yr growth; shaded band = ±1σ (123%) 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.
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
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
7/7 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).
Coverage data unavailable.
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 38% of free cash flow, leaving room to grow it and fund buybacks. Last year: $16M dividends + $6M buybacks = $22M returned on $42M 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: 14%. 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 $111M covers the $1M due within a year 105.6× over. Scheduled principal only (excludes interest & revolver draws). As of 2011-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Interest last disclosed in FY2021 (no longer broken out).
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 | FY2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $156.4M 100.0% | $125.3M 100.0% | $148.6M 100.0% | $254.3M 100.0% | $168.9M 100.0% | $115.0M 100.0% | $266.8M 100.0% | $349.4M 100.0% | $357.3M 100.0% | $768.7M 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | — | — | $24.4M 3.2% |
| Selling, General & Admin | — | — | — | — | — | — | — | — | — | $150.2M 19.5% |
| Total Operating Expenses | $95.4M 61.0% | $92.1M 73.5% | $84.5M 56.8% | $78.8M 31.0% | $54.8M 32.4% | $388.5M 337.9% | $713.6M 267.4% | $359.8M 103.0% | $317.7M 88.9% | $5.41B 704.0% |
| Operating Income | $61.0M 39.0% | $33.2M 26.5% | $64.2M 43.2% | $175.5M 69.0% | $114.1M 67.6% | -$273.5M -237.9% | -$446.8M -167.4% | -$10.4M -3.0% | $39.6M 11.1% | -$4.64B -604.0% |
| Interest Expense | — | — | — | — | $404K 0.2% | $2.0M 1.7% | $3.0M 1.1% | $2.8M 0.8% | $3.9M 1.1% | $321.4M 41.8% |
| Other Income (Expense), net | $3.7M 2.4% | $7.5M 6.0% | $10.6M 7.2% | $2.2M 0.9% | $2.7M 1.6% | -$4.5M -3.9% | -$2.5M -1.0% | $1.2M 0.4% | -$1.3M -0.4% | $321.8M 41.9% |
| Pretax Income | $64.7M 41.4% | $40.8M 32.5% | $74.8M 50.3% | $177.6M 69.9% | $116.7M 69.1% | -$278.0M -241.8% | -$449.3M -168.4% | -$9.1M -2.6% | $38.3M 10.7% | -$4.32B -562.1% |
| Income Tax Expense | -$5.5M -3.5% | -$22.2M -17.7% | $14.0M 9.4% | -$64.5M -25.4% | $0 0.0% | -$646K -0.6% | $0 0.0% | -$71K -0.0% | -$8.7M -2.4% | $123K 0.0% |
| Net Income | $70.2M 44.9% | $63.0M 50.3% | $60.9M 40.9% | $242.2M 95.2% | $116.7M 69.1% | -$277.4M -241.2% | -$449.3M -168.4% | -$9.1M -2.6% | $47.1M 13.2% | -$3.70B -481.0% |
| Per Share | ||||||||||
| EPS (Basic) | $1.91 | $1.70 | $1.65 | $6.59 | $3.21 | $-7.77 | $-12.68 | $-0.26 | $1.45 | $-7.16 |
| EPS (Diluted) | $1.90 | $1.69 | $1.64 | $6.52 | $3.13 | $-7.77 | $-12.68 | $-0.26 | $1.44 | $-7.16 |
| Weighted Avg Shares (Basic) | 36.8M | 37.1M | 36.9M | 36.7M | 36.4M | 35.7M | 35.4M | 35.1M | 32.4M | 521.9M |
| Weighted Avg Shares (Diluted) | 36.9M | 37.2M | 37.1M | 37.2M | 37.3M | 35.7M | 35.4M | 35.1M | 32.7M | 521.9M |
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.
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 | $682.5B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $544.5B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.1B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.9B | 20.9× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.6B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $126.2B | 31.3× | 10.8× | 0.9× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $124.6B | 53.3× | 23.6× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $116.9B | — | — | — | — | — | — | — | — | — | 1,220 |
| EQNR | $110.5B | — | — | — | — | — | — | — | — | — | 398 |
| PSX | $107.4B | 24.5× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| WMB | $86.6B | 33.1× | 17.6× | 7.2× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $83.3B | — | 12.5× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.7B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $78.2B | 22.3× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.7B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $68.4B | 22.4× | 14.0× | 4.0× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.1B | 33.5× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.4B | — | — | — | — | — | — | — | — | — | 248 |
| LNG | $58.8B | 11.1× | 7.7× | 2.9× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| MPLX | $58.7B | — | — | 4.5× | 8.9% | — | 38.1% | — | — | — | 622 |
| OXY | $58.5B | 36.9× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| OKE | $58.4B | 17.1× | 12.4× | 1.7× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| BKR | $55.9B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $55.4B | 34.0× | 11.1× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| SD | $529M | 7.6× | 4.0× | 3.4× | 24.8% | — | 44.9% | 13.7% | 13.7% | — | 167 |
Peers = companies sharing SD'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.
EOD close · as of 2026-09-17
Where each multiple sits in its own 9-yr range · 90th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 9-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
Returns are margin-driven, not leverage-driven — higher quality.
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 3.4× 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 |
|---|---|---|---|---|---|---|---|---|
| Operating Income | -3.0 | -167.4 | -237.9 | 67.6 | 69.0 | 43.2 | 26.5 | 39.0 |
| Income Tax | -0.0 | 0.0 | -0.6 | 0.0 | -25.4 | 9.4 | -17.7 | -3.5 |
| Net Income | -2.6 | -168.4 | -241.2 | 69.1 | 95.2 | 40.9 | 50.3 | 44.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SD: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.