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Held by 369 of 5,944 reporting institutions (95th 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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $66.13 today, the market must believe free cash flow compounds -25.7%/yr for a decade (off $2.4B normalized FCF).
The market's -25.7% is more conservative than its 8-yr track record.
2-stage DCF · 0.08B shares · net debt $335M
mean 315.4% · volatility σ 552% · implied rate exceeded in 3/5 yrs
Central path = implied -25.7%/yr growth; shaded band = ±1σ (552%) 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.
3/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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 + $0 buybacks = $0 returned on $4.3B 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.
Insufficient data. Current ROIC on all capital: 7%. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~117.4% on $683M of debt. Interest last disclosed in FY2023 (no longer broken out).
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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
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 | $132.38B 100.0% | $99.89B 100.0% | $60.86B 100.0% | $66.04B 100.0% | $42.53B 100.0% | $54.14B 100.0% | $32.90B 100.0% | $27.62B 100.0% | $29.42B 100.0% | $14.75B 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | $26.65B 96.5% | $28.64B 97.3% | $14.08B 95.5% |
| Cost of Products | — | — | — | — | — | — | $31.79B 96.6% | $26.65B 96.5% | $28.64B 97.3% | $14.08B 95.5% |
| Gross Profit | $4.13B 3.1% | $3.44B 3.4% | $2.91B 4.8% | $2.11B 3.2% | $1.67B 3.9% | $1.31B 2.4% | $1.11B 3.4% | $975.8M 3.5% | $784.0M 2.7% | $671.0M 4.5% |
| Selling, General & Admin | $50.5M 0.0% | $52.6M 0.1% | $54.0M 0.1% | $55.3M 0.1% | $33.3M 0.1% | $12.2M 0.0% | $5.2M 0.0% | $6.2M 0.0% | — | — |
| Operating Income | — | -$64.7M -0.1% | -$62.9M -0.1% | -$59.5M -0.1% | — | — | — | — | — | — |
| Interest Expense | — | — | $802.2M 1.3% | $135.5M 0.2% | $49.6M 0.1% | $80.4M 0.1% | $142.0M 0.4% | $70.5M 0.3% | $42.1M 0.1% | $28.3M 0.2% |
| Pretax Income | $408.8M 0.3% | $354.1M 0.4% | $323.0M 0.5% | $277.2M 0.4% | $154.1M 0.4% | $206.7M 0.4% | $111.0M 0.3% | $101.5M 0.4% | $15.2M 0.1% | $72.7M 0.5% |
| Income Tax Expense | $102.9M 0.1% | $93.3M 0.1% | $84.5M 0.1% | $70.1M 0.1% | $37.8M 0.1% | $37.1M 0.1% | $25.9M 0.1% | $46.0M 0.2% | $8.8M 0.0% | $18.0M 0.1% |
| Net Income | $305.9M 0.2% | $260.8M 0.3% | $238.5M 0.4% | $207.1M 0.3% | $116.3M 0.3% | $169.6M 0.3% | $85.1M 0.3% | $55.5M 0.2% | $6.4M 0.0% | $54.7M 0.4% |
| Per Share | ||||||||||
| EPS (Basic) | $6.22 | $5.49 | $5.14 | $6.85 | $5.90 | $8.78 | $4.46 | $2.93 | $0.32 | $2.94 |
| EPS (Diluted) | $5.89 | $5.31 | $4.97 | $6.67 | $5.74 | $8.61 | $4.39 | $2.87 | $0.31 | $2.90 |
| Weighted Avg Shares (Basic) | 47.4M | 45.8M | 44.9M | 29.4M | 19.1M | 18.8M | 18.7M | 18.5M | 18.4M | 18.4M |
| Weighted Avg Shares (Diluted) | 50.1M | 47.4M | 46.4M | 30.1M | 19.7M | 19.2M | 19.0M | 18.9M | 18.7M | 18.6M |
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.
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 838 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPM | $940.8B | 17.4× | — | 5.2× | 2.8% | — | 31.3% | 15.7% | 13.4% | — | 4,823 |
| V | $692.5B | — | — | 17.3× | 11.3% | — | 50.1% | 52.9% | 31.8% | — | 4,229 |
| MA | $513.8B | 34.4× | — | 15.7× | 16.4% | — | 45.6% | 193% | 56.0% | — | 3,430 |
| BAC | $417.6B | 15.2× | — | 3.7× | 6.8% | — | 27.0% | 10.1% | 4.9% | — | 3,337 |
| GS | $278.1B | 18.3× | — | — | — | — | — | 13.7% | 3.6% | — | 2,857 |
| WFC | $269.2B | 13.9× | — | — | — | — | — | 11.8% | 5.7% | — | 2,691 |
| AXP | $214.3B | 20.3× | — | 5.2× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| TYFG | $191.9B | 14.2× | — | 11135.5× | 10.2% | — | 79.3% | 8.7% | 8.7% | — | 1 |
| SCHW | $189.7B | 22.6× | — | 7.9× | 22.0% | — | 37.0% | 17.9% | 17.9% | — | 2,225 |
| HDB | $171.3B | 21.5× | — | 6.7× | 15.2% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $168.5B | — | — | — | — | — | — | — | — | — | 660 |
| BLK | $160.8B | 29.4× | — | 6.6× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| CB | $133.6B | 13.3× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $132.1B | — | — | — | — | — | — | — | — | — | 3,072 |
| PGR | $127.2B | 11.3× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 37.3% | — | 1,685 |
| SPGI | $121.5B | 27.8× | 17.4× | 7.9× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| CME | $98.0B | 24.4× | — | 15.0× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| USB | $95.6B | 12.9× | — | 3.3× | 4.4% | — | 26.4% | 11.6% | 9.2% | — | 1,901 |
| HOOD | $92.8B | 50.9× | — | 20.7× | 51.6% | — | 42.1% | 20.6% | 20.6% | — | 1,230 |
| BX | $92.4B | 31.9× | — | 6.4× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $91.7B | 13.9× | — | 4.0× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| AMUB | $88.9B | — | — | — | — | — | — | — | — | — | 7 |
| ICE | $87.4B | 26.7× | 20.7× | 6.9× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| KKR | $86.3B | — | — | 4.4× | -11.0% | — | 12.2% | 7.7% | 7.7% | — | 1,216 |
| MRSH | $85.7B | 21.0× | 15.6× | 3.2× | 10.3% | — | 15.4% | 27.2% | 11.9% | 3.0× | 1,471 |
| SNEX | $5.3B | 11.5× | — | 0.0× | 32.5% | 3.1% | 0.2% | 12.9% | 7.1% | — | 369 |
Peers = companies sharing SNEX's sector (Financial Services) 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
No material risks flagged.
Where each multiple sits in its own 14-yr range · 98th 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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 96.5 | — | — | — | — | — | — | — |
| Gross Profit | 3.5 | 3.4 | 2.4 | 3.9 | 3.2 | 4.8 | 3.4 | 3.1 |
| SG&A | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.1 | 0.0 |
| Operating Income | — | — | — | — | -0.1 | -0.1 | -0.1 | — |
| Income Tax | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Net Income | 0.2 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.3 | 0.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SNEX: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.