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Held by 263 of 5,944 reporting institutions (93th 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.
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 2026-09-17
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 | $885.6M 100.0% | $803.6M 100.0% | $639.1M 100.0% | $945.9M 100.0% | $922.1M 100.0% | $539.5M 100.0% | $457.3M 100.0% | $530.3M 100.0% | $523.4M 100.0% | $556.1M 100.0% |
| Cost of Revenue | $458.1M 51.7% | $434.8M 54.1% | $368.8M 57.7% | $480.1M 50.8% | $461.3M 50.0% | $279.4M 51.8% | $235.1M 51.4% | $269.5M 50.8% | $272.2M 52.0% | $281.5M 50.6% |
| Cost of Products | — | — | — | — | — | — | — | — | $272.2M 52.0% | $281.5M 50.6% |
| Gross Profit | $427.5M 48.3% | $368.8M 45.9% | $270.4M 42.3% | $465.8M 49.2% | $460.8M 50.0% | $260.2M 48.2% | $222.2M 48.6% | $260.8M 49.2% | $251.2M 48.0% | $274.6M 49.4% |
| Research & Development | $262.7M 29.7% | $217.8M 27.1% | $174.4M 27.3% | $188.5M 19.9% | $164.3M 17.8% | $121.8M 22.6% | $110.3M 24.1% | $102.0M 19.2% | $102.1M 19.5% | $92.4M 16.6% |
| Selling, General & Admin | $37.4M 4.2% | $31.4M 3.9% | $27.9M 4.4% | $31.4M 3.3% | $21.8M 2.4% | $15.6M 2.9% | $17.9M 3.9% | $17.6M 3.3% | $16.9M 3.2% | $17.1M 3.1% |
| Total Operating Expenses | $334.5M 37.8% | $277.9M 34.6% | $230.5M 36.1% | $251.9M 26.6% | $214.9M 23.3% | $179.7M 33.3% | $170.0M 37.2% | $156.0M 29.4% | $155.8M 29.8% | $137.3M 24.7% |
| Operating Income | $93.0M 10.5% | $90.9M 11.3% | $39.9M 6.2% | $213.9M 22.6% | $245.9M 26.7% | $80.5M 14.9% | $52.1M 11.4% | $104.8M 19.8% | $95.3M 18.2% | $137.3M 24.7% |
| Interest Expense | — | $0 0.0% | $0 0.0% | $71K 0.0% | $0 0.0% | $11K 0.0% | $3K 0.0% | $378K 0.1% | $423K 0.1% | $127K 0.0% |
| Interest & Investment Income | $9.7M 1.1% | $14.5M 1.8% | $12.2M 1.9% | $2.7M 0.3% | $1.3M 0.1% | $4.6M 0.9% | $6.8M 1.5% | $6.3M 1.2% | $4.3M 0.8% | $2.2M 0.4% |
| Other Income (Expense), net | $47.1M 5.3% | $16.5M 2.1% | $21.2M 3.3% | -$1.3M -0.1% | $1.4M 0.2% | $5.1M 0.9% | $19.9M 4.4% | $5.0M 0.9% | $3.7M 0.7% | $1.4M 0.2% |
| Pretax Income | $140.1M 15.8% | $107.4M 13.4% | $61.0M 9.6% | $212.6M 22.5% | $247.3M 26.8% | $85.6M 15.9% | $72.1M 15.8% | $109.9M 20.7% | $99.0M 18.9% | $138.6M 24.9% |
| Income Tax Expense | $17.5M 2.0% | $18.2M 2.3% | $8.2M 1.3% | $40.1M 4.2% | $47.3M 5.1% | $5.8M 1.1% | $7.7M 1.7% | $11.8M 2.2% | $24.0M 4.6% | $27.7M 5.0% |
| Net Income | $122.6M 13.8% | $89.2M 11.1% | $52.9M 8.3% | $172.5M 18.2% | $200.0M 21.7% | $79.7M 14.8% | $64.4M 14.1% | $98.1M 18.5% | $75.0M 14.3% | $110.9M 19.9% |
| Per Share | ||||||||||
| EPS (Basic) | $0.91 | $0.66 | $0.40 | $1.30 | $1.43 | $0.57 | $0.46 | $0.68 | $0.53 | $0.79 |
| EPS (Diluted) | $0.91 | $0.66 | $0.40 | $1.29 | $1.43 | $0.57 | $0.46 | $0.68 | $0.52 | $0.78 |
| Weighted Avg Shares (Basic) | 134.3M | 134.6M | 133.4M | 133.0M | 139.4M | 139.4M | 140.7M | 144.1M | 142.7M | 140.9M |
| Weighted Avg Shares (Diluted) | 134.7M | 134.9M | 133.9M | 133.6M | 140.0M | 139.9M | 141.2M | 144.5M | 143.6M | 142.1M |
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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $253.30 today, the market must believe free cash flow compounds 60.6%/yr for a decade (off $46M normalized FCF).
The market's 60.6% is more optimistic than its 9-yr track record.
2-stage DCF · 0.13B shares · net debt -$202M
mean -0.3% · volatility σ 74% · implied rate exceeded in 2/9 yrs
Central path = implied 60.6%/yr growth; shaded band = ±1σ (74%) 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.
5/8 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.
The dividend exceeds free cash flow (1068%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $67M dividends + $24M buybacks = $92M returned on $6M FCF.
2 consecutive years of dividend increases · 13%/yr.
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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 15%. 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).
Interest is easily covered by operating profit. Interest last disclosed in FY2022 (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. Educational — not a recommendation.
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 · 100th 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
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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 50.8 | 51.4 | 51.8 | 50.0 | 50.8 | 57.7 | 54.1 | 51.7 |
| Gross Profit | 49.2 | 48.6 | 48.2 | 50.0 | 49.2 | 42.3 | 45.9 | 48.3 |
| R&D | 19.2 | 24.1 | 22.6 | 17.8 | 19.9 | 27.3 | 27.1 | 29.7 |
| SG&A | 3.3 | 3.9 | 2.9 | 2.4 | 3.3 | 4.4 | 3.9 | 4.2 |
| Operating Income | 19.8 | 11.4 | 14.9 | 26.7 | 22.6 | 6.2 | 11.3 | 10.5 |
| Income Tax | 2.2 | 1.7 | 1.1 | 5.1 | 4.2 | 1.3 | 2.3 | 2.0 |
| Net Income | 18.5 | 14.1 | 14.8 | 21.7 | 18.2 | 8.3 | 11.1 | 13.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SIMO: 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 743 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $10.83T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.20T | 43.6× | 39.0× | 24.1× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.91T | 44.6× | 34.3× | 11.8× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.64T | 27.3× | 19.3× | 11.0× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.61T | 71.2× | 63.6× | 25.2× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.04T | 122.1× | 57.5× | 27.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $835.4B | 193.4× | 197.6× | 24.1× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $504.6B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $426.7B | 42.3× | 35.8× | 7.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $416.9B | 276.7× | 288.5× | 93.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $367.3B | 64.9× | 34.6× | 3.2× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.6B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| AMAT | $329.4B | 48.0× | 37.9× | 11.6× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| RPAY | $325.1B | — | — | 1051.3× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| UMC | $283.0B | — | — | — | — | — | — | — | — | — | 302 |
| SAP | $261.9B | — | — | — | — | — | — | — | — | — | 794 |
| ARM | $259.6B | 287.0× | 223.6× | 52.8× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| PANW | $250.9B | 234.8× | 156.8× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| ANET | $248.2B | 71.8× | 62.7× | 27.6× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| TXN | $236.9B | 47.8× | 31.2× | 13.4× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $232.8B | 32.1× | 25.2× | 5.6× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.5B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| SNDK | $221.9B | — | — | 30.2× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| QCOM | $198.5B | 36.9× | 14.9× | 4.5× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| MRVL | $194.6B | 74.8× | 127.2× | 23.8× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| SIMO | $32.4B | 265.0× | 261.1× | 36.5× | 10.2% | 48.3% | 13.8% | 14.8% | 14.8% | — | 263 |
Peers = companies sharing SIMO's sector (Technology) 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.