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Institutional accumulation: ownership increased +1.68% quarter-over-quarter.
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.
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 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 |
| SMHI | $247M | — | 8.4× | 1.1× | -16.0% | 20.2% | -12.2% | -10.5% | -4.6% | 5.5× | 89 |
Peers = companies sharing SMHI'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.
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 falling 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 + $7M buybacks = $7M returned on -$85M 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 reinvestment story — most cash went back into growth rather than to shareholders.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: -5%. 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 $69M covers the $30M due within a year 2.3× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~10.8% on $335M of debt.
Cash of $69M fully covers short-term debt of $30M.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
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
No standout strengths flagged.
Where each multiple sits in its own 9-yr range · 61th 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
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 14.4× 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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 97.7 | — | — | — | — | — | — | — |
| Gross Profit | 33.3 | 37.2 | 35.7 | 25.5 | 20.9 | 42.9 | 27.3 | 20.2 |
| SG&A | 23.2 | 22.8 | 28.2 | 22.0 | 18.8 | 17.6 | 16.5 | 20.8 |
| Operating Income | -38.2 | -31.1 | -50.5 | -21.7 | -24.8 | 12.7 | -3.8 | 6.0 |
| Income Tax | -7.5 | -4.6 | -16.2 | 6.7 | 3.9 | 3.1 | -1.0 | 4.6 |
| Net Income | -43.3 | -53.2 | -55.6 | 19.4 | -33.0 | -3.3 | -28.8 | -12.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SMHI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $227.8M 100.0% | $271.4M 100.0% | $279.5M 100.0% | $217.3M 100.0% | $170.9M 100.0% | $141.8M 100.0% | $174.5M 100.0% | $179.2M 100.0% | $173.8M 100.0% | $215.6M 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | $175.1M 97.7% | $146.7M 84.4% | $149.3M 69.3% |
| Gross Profit | $46.1M 20.2% | $74.1M 27.3% | $119.9M 42.9% | $45.3M 20.9% | $43.5M 25.5% | $50.7M 35.7% | $64.9M 37.2% | $59.6M 33.3% | $18.6M 10.7% | $66.3M 30.7% |
| Selling, General & Admin | $47.5M 20.8% | $44.7M 16.5% | $49.2M 17.6% | $40.9M 18.8% | $37.6M 22.0% | $40.1M 28.2% | $39.8M 22.8% | $41.6M 23.2% | $49.9M 28.7% | $49.3M 22.9% |
| Total Operating Expenses | $277.5M 121.8% | $295.3M 108.8% | $265.4M 95.0% | $272.7M 125.5% | $228.5M 133.7% | $195.9M 138.1% | $222.3M 127.4% | $235.6M 131.5% | $146.7M 84.4% | $149.3M 69.3% |
| Operating Income | $13.7M 6.0% | -$10.4M -3.8% | $35.5M 12.7% | -$54.0M -24.8% | -$37.1M -21.7% | -$71.6M -50.5% | -$54.3M -31.1% | -$68.4M -38.2% | -$129.6M -74.6% | -$174.9M -81.1% |
| Interest Expense | $36.0M 15.8% | $40.6M 15.0% | $37.5M 13.4% | $29.7M 13.7% | $28.1M 16.4% | $30.7M 21.6% | $29.0M 16.6% | $26.7M 14.9% | $16.0M 9.2% | $10.0M 4.6% |
| Interest & Investment Income | $1.9M 0.8% | $1.8M 0.7% | $1.4M 0.5% | $784K 0.4% | $1.3M 0.8% | $1.3M 0.9% | $1.4M 0.8% | $1.2M 0.7% | $1.8M 1.0% | $4.5M 2.1% |
| Other Income (Expense), net | -$32.8M -14.4% | -$72.6M -26.8% | -$39.6M -14.2% | -$16.1M -7.4% | $43.8M 25.6% | -$26.5M -18.7% | -$30.1M -17.3% | -$24.0M -13.4% | $11.9M 6.8% | -$15.4M -7.1% |
| Pretax Income | -$19.1M -8.4% | -$83.0M -30.6% | -$4.1M -1.5% | -$70.1M -32.2% | $6.6M 3.9% | -$98.1M -69.2% | -$84.5M -48.4% | -$92.4M -51.6% | -$117.8M -67.8% | -$190.3M -88.3% |
| Income Tax Expense | $10.5M 4.6% | -$2.6M -1.0% | $8.8M 3.1% | $8.6M 3.9% | $11.5M 6.7% | -$22.9M -16.2% | -$8.0M -4.6% | -$13.5M -7.5% | -$74.4M -42.8% | -$63.5M -29.4% |
| Net Income | -$27.8M -12.2% | -$78.1M -28.8% | -$9.3M -3.3% | -$71.7M -33.0% | $33.1M 19.4% | -$78.9M -55.6% | -$92.8M -53.2% | -$77.6M -43.3% | -$32.9M -18.9% | -$132.0M -61.2% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.06 | $-2.82 | $-0.34 | $-2.69 | $1.30 | $-3.18 | $-3.95 | — | $-1.87 | $-7.47 |
| EPS (Diluted) | $-1.06 | $-2.82 | $-0.34 | $-2.69 | $1.30 | $-3.18 | $-3.95 | — | — | — |
| Weighted Avg Shares (Basic) | 26.2M | 27.7M | 27.1M | 26.6M | 25.4M | 24.8M | 23.5M | — | 17.6M | 17.7M |
| Weighted Avg Shares (Diluted) | 26.2M | 27.7M | 27.1M | 26.6M | 25.5M | 24.8M | 23.5M | — | — | — |
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.