Loading institutional data...
Loading institutional data...
Institutional ownership roughly stable: -0.48% change quarter-over-quarter.
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 $24.49 today, the market must believe free cash flow compounds 14.9%/yr for a decade (off $4M normalized FCF).
The market's 14.9% is more conservative than its 9-yr track record.
2-stage DCF · 0.01B shares · net debt $0
mean 167.3% · volatility σ 736% · implied rate exceeded in 1/6 yrs
Central path = implied 14.9%/yr growth; shaded band = ±1σ (736%) 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHP | $439.4B | — | — | — | — | — | — | — | — | — | 713 |
| LIN | $215.3B | 31.4× | 19.3× | 6.3× | 3.0% | — | 20.3% | 18.0% | 10.9% | 2.1× | 2,148 |
| SCCO | $162.1B | 37.4× | 20.9× | 12.1× | 17.4% | 60.1% | 32.4% | 39.4% | 24.4% | 0.9× | 791 |
| CX | $147.8B | — | — | — | — | — | — | — | — | — | 297 |
| TX | $116.5B | — | — | — | — | — | — | — | — | — | 139 |
| FCX | $101.8B | — | 12.3× | 3.9× | 1.8% | 28.2% | 16.0% | 22.0% | 14.7% | 1.1× | 1,775 |
| AEM | $100.7B | — | — | — | — | — | — | — | — | — | 1,066 |
| SHW | $79.5B | 31.3× | — | 3.4× | 2.1% | 48.8% | 10.9% | 55.9% | 17.0% | — | 1,610 |
| ECL | $76.6B | 37.3× | 22.5× | 4.8× | 2.2% | 44.5% | 12.9% | 21.2% | 19.5% | 0.3× | 1,619 |
| B | $73.2B | — | — | — | — | — | — | — | — | — | 979 |
| WPM | $69.1B | — | — | — | — | — | — | — | — | — | 809 |
| APD | $63.7B | — | 90.0× | 5.3× | -0.5% | 31.4% | -3.3% | -2.6% | -2.6% | 0.1× | 1,702 |
| VALE | $61.6B | — | — | — | — | — | — | — | — | — | 537 |
| NUE | $61.2B | 35.3× | — | 1.9× | 5.7% | 11.9% | 5.4% | 8.3% | 8.3% | — | 1,325 |
| CRH | $58.0B | 15.7× | 9.3× | 1.6× | 5.3% | 36.1% | 10.0% | 15.6% | 9.2% | 2.2× | 9 |
| MT | $57.2B | — | — | — | — | — | — | — | — | — | 286 |
| DD | $53.6B | — | — | 7.8× | 1.9% | 34.5% | -11.4% | -5.6% | -5.6% | — | 1,172 |
| AU | $51.7B | — | — | — | — | — | — | — | — | — | 537 |
| FNV | $51.4B | — | — | — | — | — | — | — | — | — | 614 |
| NTR | $37.7B | — | — | — | — | — | — | — | — | — | 718 |
| STLD | $35.6B | 30.7× | 19.2× | 2.0× | 3.6% | 13.2% | 6.5% | 13.2% | 9.0% | 2.1× | 893 |
| KGC | $34.2B | — | — | — | — | — | — | — | — | — | 630 |
| VMC | $31.9B | 30.1× | 15.3× | 4.0× | 7.1% | 27.4% | 13.6% | 12.6% | 8.4% | 1.8× | 981 |
| MLM | $29.8B | 26.3× | 16.9× | 4.8× | 8.6% | 30.7% | 18.5% | 11.3% | 7.4% | 2.6× | 1,022 |
| PPG | $23.6B | 15.2× | — | 1.5× | 0.2% | 41.3% | 9.9% | 19.8% | 10.3% | — | 1,003 |
| SMID | $130M | 10.4× | 6.5× | 1.4× | 19.0% | 27.9% | 13.4% | 23.0% | 23.0% | — | 56 |
Peers = companies sharing SMID's sector (Basic Materials) 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.
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.
7/8 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
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 lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest.
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 + $0 buybacks = $0 returned on $5M 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: 23%. 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.
$648000 of principal comes due within a year. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest is easily covered by operating profit.
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
No material risks flagged.
Where each multiple sits in its own 14-yr range · 42th 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
High operating leverage: profit moved 3.8× 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 | 73.9 | 78.6 | 74.8 | 71.5 | 81.1 | 82.1 | 74.5 | 72.1 |
| Gross Profit | 26.1 | 21.4 | 25.2 | 28.5 | 18.9 | 17.9 | 25.5 | 27.9 |
| SG&A | 14.1 | 10.5 | 11.4 | 10.7 | 11.1 | 10.1 | 8.3 | 6.1 |
| Operating Income | 5.5 | 5.5 | 8.6 | 12.2 | 1.7 | 1.9 | 12.6 | 18.2 |
| Income Tax | 1.4 | 1.2 | 2.6 | 3.0 | 0.3 | 0.9 | 2.7 | 4.8 |
| Net Income | 4.2 | 4.2 | 6.1 | 14.9 | 1.6 | 1.3 | 9.8 | 13.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SMID: 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 | $93.4M 100.0% | $78.5M 100.0% | $59.6M 100.0% | $50.1M 100.0% | $50.6M 100.0% | $43.9M 100.0% | $46.7M 100.0% | $40.2M 100.0% | $41.7M 100.0% | $40.0M 100.0% |
| Cost of Revenue | $67.4M 72.1% | $58.5M 74.5% | $48.9M 82.1% | $40.7M 81.1% | $36.2M 71.5% | $32.8M 74.8% | $36.7M 78.6% | $29.7M 73.9% | $30.3M 72.5% | $29.7M 74.2% |
| Gross Profit | $26.0M 27.9% | $20.0M 25.5% | $10.7M 17.9% | $9.5M 18.9% | $14.4M 28.5% | $11.0M 25.2% | $10.0M 21.4% | $10.5M 26.1% | $11.5M 27.5% | $10.3M 25.8% |
| Selling, General & Admin | $5.7M 6.1% | $6.6M 8.3% | $6.0M 10.1% | $5.6M 11.1% | $5.4M 10.7% | $5.0M 11.4% | $4.9M 10.5% | $5.7M 14.1% | $5.3M 12.6% | $3.9M 9.7% |
| Total Operating Expenses | $9.0M 9.7% | $10.1M 12.9% | $9.5M 16.0% | $8.6M 17.2% | $8.3M 16.3% | $7.3M 16.6% | $7.4M 15.9% | $8.3M 20.6% | $7.7M 18.6% | $6.0M 15.0% |
| Operating Income | $17.0M 18.2% | $9.9M 12.6% | $1.1M 1.9% | $854K 1.7% | $6.2M 12.2% | $3.8M 8.6% | $2.5M 5.5% | $2.2M 5.5% | $3.7M 8.9% | $4.3M 10.8% |
| Interest Expense | $225K 0.2% | $231K 0.3% | $255K 0.4% | $260K 0.5% | $190K 0.4% | $217K 0.5% | $179K 0.4% | $176K 0.4% | $184K 0.4% | $162K 0.4% |
| Interest & Investment Income | $166K 0.2% | $47K 0.1% | — | — | — | — | — | — | — | — |
| Other Income (Expense), net | $32K 0.0% | -$81K -0.1% | $205K 0.3% | $91K 0.2% | $2.9M 5.8% | $33K 0.1% | -$48K -0.1% | $43K 0.1% | $26K 0.1% | -$39K -0.1% |
| Pretax Income | $17.0M 18.2% | $9.8M 12.5% | $1.3M 2.2% | $945K 1.9% | $9.1M 18.0% | $3.8M 8.6% | $2.5M 5.4% | $2.3M 5.6% | $3.7M 9.0% | $4.3M 10.7% |
| Income Tax Expense | $4.5M 4.8% | $2.1M 2.7% | $528K 0.9% | $145K 0.3% | $1.5M 3.0% | $1.1M 2.6% | $549K 1.2% | $572K 1.4% | $1.1M 2.5% | $1.5M 3.7% |
| Net Income | $12.5M 13.4% | $7.7M 9.8% | $795K 1.3% | $800K 1.6% | $7.6M 14.9% | $2.7M 6.1% | $1.9M 4.2% | $1.7M 4.2% | $2.7M 6.4% | $2.8M 7.1% |
| Per Share | ||||||||||
| EPS (Basic) | $2.36 | $1.45 | $0.15 | $0.15 | $1.45 | $0.51 | $0.38 | $0.33 | $0.53 | $0.57 |
| EPS (Diluted) | $2.36 | $1.45 | $0.15 | $0.15 | $1.45 | $0.51 | $0.38 | $0.33 | $0.53 | $0.56 |
| Weighted Avg Shares (Basic) | 5.3M | 5.3M | 5.3M | 5.2M | 5K | 5.2M | 5K | 5K | 5K | 4.9M |
| Weighted Avg Shares (Diluted) | 5.3M | 5.3M | 5.3M | 5.3M | 5K | 5.2M | 5K | 5K | 5K | 5.1M |
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.