Loading institutional data...
Loading institutional data...
Held by 602 of 5,944 reporting institutions (97th 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 $69.64 today, the market must believe free cash flow compounds 5.6%/yr for a decade (off $374M normalized FCF).
The market's 5.6% is more conservative than its 9-yr track record.
2-stage DCF · 0.10B shares · net debt -$257M
mean 29.7% · volatility σ 46% · implied rate exceeded in 6/9 yrs
Central path = implied 5.6%/yr growth; shaded band = ±1σ (46%) 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.
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.
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
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 |
| SFM | $6.7B | 13.1× | 7.6× | 0.8× | 14.1% | 38.8% | 5.9% | 37.3% | 37.3% | — | 602 |
Peers = companies sharing SFM'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.
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 | FY2023 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.81B 100.0% | $7.72B 100.0% | $6.84B 100.0% | $6.40B 100.0% | $6.10B 100.0% | $6.47B 100.0% | $5.63B 100.0% | $5.21B 100.0% | $4.66B 100.0% | $4.05B 100.0% |
| Cost of Revenue | $5.39B 61.2% | $4.78B 61.9% | $4.32B 63.1% | $4.06B 63.3% | $3.89B 63.8% | $4.09B 63.2% | $3.74B 66.4% | $3.46B 66.4% | $3.10B 66.4% | $2.68B 66.3% |
| Gross Profit | $3.42B 38.8% | $2.94B 38.1% | $2.52B 36.9% | $2.35B 36.7% | $2.21B 36.2% | $2.38B 36.8% | $1.89B 33.6% | $1.75B 33.6% | $1.57B 33.6% | $1.36B 33.7% |
| Selling, General & Admin | $2.57B 29.2% | $2.29B 29.7% | $2.00B 29.3% | $1.86B 29.0% | $1.75B 28.7% | $1.86B 28.8% | $1.55B 27.5% | $1.40B 27.0% | $1.25B 26.7% | $1.07B 26.5% |
| Operating Income | $686.2M 7.8% | $504.5M 6.5% | $350.2M 5.1% | $358.4M 5.6% | $334.1M 5.5% | $391.7M 6.1% | $217.4M 3.9% | $222.9M 4.3% | $226.1M 4.8% | $212.9M 5.3% |
| Interest Expense | — | — | — | — | — | — | — | $27.4M 0.5% | $21.2M 0.5% | $14.8M 0.4% |
| Other Income (Expense), net | — | — | — | — | — | — | — | $320K 0.0% | $625K 0.0% | $454K 0.0% |
| Pretax Income | $688.8M 7.8% | $506.7M 6.6% | $343.7M 5.0% | $349.3M 5.5% | $322.4M 5.3% | $376.9M 5.8% | $196.2M 3.5% | $195.8M 3.8% | $205.5M 4.4% | $198.6M 4.9% |
| Income Tax Expense | $165.1M 1.9% | $126.1M 1.6% | $84.9M 1.2% | $88.1M 1.4% | $78.2M 1.3% | $89.4M 1.4% | $46.5M 0.8% | $37.3M 0.7% | $47.1M 1.0% | $74.3M 1.8% |
| Net Income | $523.7M 5.9% | $380.6M 4.9% | $258.9M 3.8% | $261.2M 4.1% | $244.2M 4.0% | $287.4M 4.4% | $149.6M 2.7% | $158.5M 3.0% | $158.4M 3.4% | $124.3M 3.1% |
| Per Share | ||||||||||
| EPS (Basic) | $5.36 | $3.79 | $2.53 | $2.41 | $2.12 | $2.44 | $1.25 | $1.23 | $1.17 | $0.84 |
| EPS (Diluted) | $5.31 | $3.75 | $2.50 | $2.39 | $2.10 | $2.43 | $1.25 | $1.22 | $1.15 | $0.83 |
| Weighted Avg Shares (Basic) | 97.7M | 100.4M | 102.5M | 108.2M | 115.4M | 117.8M | 119.4M | 128.8M | 135.2M | 147.3M |
| Weighted Avg Shares (Diluted) | 98.7M | 101.4M | 103.4M | 109.1M | 116.1M | 118.2M | 119.7M | 129.8M | 137.9M | 149.7M |
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.
6/8 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 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.
No dividend to cover. Last year: $0 dividends + $472M buybacks = $472M returned on $468M 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: 37%. 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 $257M covers all $125M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2023-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit. Effective rate ~6.1% on $453M of debt. Interest last disclosed in FY2018 (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
Nothing notable to watch.
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 2.6× 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 | FY2021 | FY2022 | FY2023 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 66.4 | 66.4 | 63.2 | 63.8 | 63.3 | 63.1 | 61.9 | 61.2 |
| Gross Profit | 33.6 | 33.6 | 36.8 | 36.2 | 36.7 | 36.9 | 38.1 | 38.8 |
| SG&A | 27.0 | 27.5 | 28.8 | 28.7 | 29.0 | 29.3 | 29.7 | 29.2 |
| Operating Income | 4.3 | 3.9 | 6.1 | 5.5 | 5.6 | 5.1 | 6.5 | 7.8 |
| Income Tax | 0.7 | 0.8 | 1.4 | 1.3 | 1.4 | 1.2 | 1.6 | 1.9 |
| Net Income | 3.0 | 2.7 | 4.4 | 4.0 | 4.1 | 3.8 | 4.9 | 5.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SFM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.