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Held by 178 of 5,944 reporting institutions (91th percentile) — extremely crowded.
Data as of Q1 2026
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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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $36.77 today, the market must believe free cash flow compounds 10.4%/yr for a decade (off $56M normalized FCF).
The market's 10.4% is more optimistic than its 9-yr track record.
2-stage DCF · 0.02B shares · net debt $547M
mean -37.4% · volatility σ 72% · implied rate exceeded in 3/8 yrs
Central path = implied 10.4%/yr growth; shaded band = ±1σ (72%) 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 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.
EOD close · as of 2026-09-18
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 | $1.79B 100.0% | $1.46B 100.0% | $1.36B 100.0% | $1.37B 100.0% | $1.30B 100.0% | $1.13B 100.0% | $1.14B 100.0% | $1.09B 100.0% | $1.12B 100.0% | $1.06B 100.0% |
| Cost of Revenue | $1.23B 68.8% | $1.04B 71.1% | $969.4M 71.4% | $989.3M 72.1% | $921.9M 71.0% | $791.9M 70.2% | $806.1M 70.8% | $779.3M 71.4% | $789.5M 70.7% | $736.0M 69.5% |
| Cost of Products | — | — | — | — | — | — | — | — | $789.5M 70.7% | $736.0M 69.5% |
| Gross Profit | $559.4M 31.2% | $423.3M 28.9% | $388.8M 28.6% | $382.5M 27.9% | $376.9M 29.0% | $336.7M 29.8% | $331.8M 29.2% | $312.8M 28.6% | $326.7M 29.3% | $322.5M 30.5% |
| Selling, General & Admin | $420.7M 23.5% | $335.1M 22.9% | $293.6M 21.6% | $276.6M 20.2% | $247.5M 19.1% | $224.7M 19.9% | $234.7M 20.6% | $231.3M 21.2% | $224.2M 20.1% | $220.9M 20.9% |
| Total Operating Expenses | — | $342.7M 23.4% | $296.1M 21.8% | $278.4M 20.3% | — | — | — | — | — | — |
| Operating Income | $136.5M 7.6% | $80.6M 5.5% | $92.7M 6.8% | $104.1M 7.6% | $129.0M 9.9% | $108.9M 9.6% | $94.5M 8.3% | $81.3M 7.4% | $97.5M 8.7% | $98.8M 9.3% |
| Interest Expense | $31.3M 1.7% | $13.5M 0.9% | $13.3M 1.0% | $10.6M 0.8% | $2.0M 0.2% | $2.3M 0.2% | $5.3M 0.5% | $4.0M 0.4% | $2.3M 0.2% | $1.6M 0.1% |
| Other Income (Expense), net | $5.4M 0.3% | $6.9M 0.5% | $2.3M 0.2% | $4.8M 0.4% | $3.5M 0.3% | $812K 0.1% | $2.6M 0.2% | -$411K -0.0% | $1.3M 0.1% | $1.3M 0.1% |
| Pretax Income | $110.5M 6.2% | $74.0M 5.1% | $81.7M 6.0% | $98.3M 7.2% | $130.5M 10.0% | $107.4M 9.5% | $91.8M 8.1% | $76.8M 7.0% | $96.4M 8.6% | $98.6M 9.3% |
| Income Tax Expense | $30.6M 1.7% | $19.4M 1.3% | $18.4M 1.4% | $25.2M 1.8% | $31.0M 2.4% | $27.0M 2.4% | $22.7M 2.0% | $20.0M 1.8% | $52.8M 4.7% | $36.2M 3.4% |
| Net Income | $42.2M 2.4% | $28.5M 1.9% | $34.4M 2.5% | $55.4M 4.0% | $91.0M 7.0% | $57.4M 5.1% | $57.9M 5.1% | $43.0M 3.9% | $38.0M 3.4% | $60.4M 5.7% |
| Per Share | ||||||||||
| EPS (Basic) | $1.88 | $1.26 | $1.57 | $2.55 | $4.10 | $2.57 | $2.59 | $1.91 | $1.67 | $2.66 |
| EPS (Diluted) | $1.84 | $1.24 | $1.54 | $2.50 | $4.02 | $2.51 | $2.54 | $1.88 | $1.64 | $2.62 |
| Weighted Avg Shares (Basic) | 22.0M | 21.8M | 21.7M | 21.7M | 22.1M | 22.4M | 22.4M | 22.5M | 22.7M | 22.7M |
| Weighted Avg Shares (Diluted) | 22.5M | 22.2M | 22.2M | 22.1M | 22.6M | 22.8M | 22.8M | 22.9M | 23.2M | 23.1M |
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.
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 lags reported earnings — watch accruals. 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.
The dividend exceeds free cash flow (146%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $27M dividends + $0 buybacks = $27M returned on $19M FCF.
5 consecutive years of dividend increases · 7%/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 reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 3%. 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 $72M covers the $22M due within a year 3.3× 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).
Coverage is adequate but not comfortable. Effective rate ~5.1% on $619M of debt.
Cash of $72M fully covers short-term debt of $52M.
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 2026-09-18
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 41th 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
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 3.1× 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 | 71.4 | 70.8 | 70.2 | 71.0 | 72.1 | 71.4 | 71.1 | 68.8 |
| Gross Profit | 28.6 | 29.2 | 29.8 | 29.0 | 27.9 | 28.6 | 28.9 | 31.2 |
| SG&A | 21.2 | 20.6 | 19.9 | 19.1 | 20.2 | 21.6 | 22.9 | 23.5 |
| Operating Income | 7.4 | 8.3 | 9.6 | 9.9 | 7.6 | 6.8 | 5.5 | 7.6 |
| Income Tax | 1.8 | 2.0 | 2.4 | 2.4 | 1.8 | 1.4 | 1.3 | 1.7 |
| Net Income | 3.9 | 5.1 | 5.1 | 7.0 | 4.0 | 2.5 | 1.9 | 2.4 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SMP: 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 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.73T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.37T | 337.3× | 144.7× | 14.4× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $606.7B | 59.3× | 24.5× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $449.2B | 33.4× | 32.4× | 7.3× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $298.8B | 21.1× | 14.2× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $210.4B | 141.6× | — | 1.4× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $140.9B | 26.1× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $133.4B | 188.9× | 115.0× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $108.9B | 58.8× | 26.6× | 2.9× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.0B | 16.2× | 11.9× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $101.9B | — | 38.0× | 8.3× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $90.6B | 45.4× | — | 3.1× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $90.1B | 35.6× | 20.9× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $89.8B | 175.0× | 94.5× | 12.8× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $74.3B | 25.1× | 3.6× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $73.0B | 34.3× | 21.8× | 3.2× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $71.3B | 28.5× | 19.4× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.5B | 50.0× | 24.2× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $66.6B | 15.8× | — | 3.7× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $62.3B | 40.4× | 24.7× | 2.7× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| NKE | $52.7B | 16.9× | — | 1.1× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| F | $52.6B | — | 4.3× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| EBAY | $50.2B | 25.8× | 18.2× | 4.5× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.9B | 19.7× | 13.4× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $44.7B | 29.3× | 19.3× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| SMP | $808M | 20.0× | 7.5× | 0.5× | 22.4% | 31.2% | 2.3% | 6.0% | 3.2% | 3.4× | 178 |
Peers = companies sharing SMP's sector (Consumer Cyclical) 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.