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Held by 180 of 5,944 reporting institutions (91th 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.
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.
Ranked against 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $894.1B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.5B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $467.1B | 111.9× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $368.2B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $339.9B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.7B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $248.2B | 37.1× | 31.9× | 5.6× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $204.6B | 26.7× | 17.6× | 5.6× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $187.3B | 22.3× | 20.4× | 6.4× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.0B | 27.5× | 19.2× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.1B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $150.2B | 42.1× | 31.0× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $136.2B | 48.7× | 37.5× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $131.1B | 33.7× | 28.8× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $127.8B | 18.2× | — | 2.6× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.8B | 24.9× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $114.7B | 64.9× | 11.5× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $107.1B | 33.4× | 18.4× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.5B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.4B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.4B | 16.4× | 15.5× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.6B | 19.0× | 19.8× | 5.8× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.7B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| STAA | $1.0B | — | — | 4.4× | -23.7% | 76.2% | -33.6% | -23.4% | -23.4% | — | 180 |
Peers = companies sharing STAA's sector (Healthcare) 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.
2/8 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 data unavailable. 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 + $6M buybacks = $6M returned on -$40M 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.
Operating income fell despite reinvestment — a warning on capital productivity. 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.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Interest last disclosed in FY2017 (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
Is the profit real, and how strong is the balance sheet?
FY2026 · 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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2021 | FY2021 | FY2021 | FY2022 | FY2023 | FY2024 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 25.5 | 27.6 | — | 22.5 | 25.5 | 21.6 | 23.7 | 23.8 |
| Gross Profit | 74.5 | 72.4 | — | 77.5 | 93.3 | 78.4 | 76.3 | 76.2 |
| R&D | 16.8 | 19.5 | — | 14.7 | 15.0 | 12.6 | 14.4 | 16.7 |
| SG&A | 66.7 | 68.3 | — | 63.0 | 75.0 | 69.6 | 80.3 | 114.5 |
| Operating Income | 7.9 | 4.1 | — | 14.5 | 18.3 | 8.7 | -4.0 | -38.3 |
| Income Tax | -0.7 | 1.4 | — | 1.6 | 2.5 | 3.8 | 3.6 | -0.8 |
| Net Income | 9.4 | 3.6 | — | 11.9 | 16.6 | 6.6 | -6.4 | -33.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on STAA: 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 — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2024 | FY2023 | FY2022 | FY2021 | FY2021 | FY2021 | FY2020 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $239.4M 100.0% | $313.9M 100.0% | $322.4M 100.0% | $239.4M 100.0% | $230.5M 100.0% | — | $163.5M 100.0% | $150.2M 100.0% | $124.0M 100.0% | $90.6M 100.0% |
| Cost of Revenue | $57.0M 23.8% | $74.3M 23.7% | $69.8M 21.6% | $61.0M 25.5% | $51.8M 22.5% | — | $45.1M 27.6% | $38.2M 25.5% | $32.4M 26.2% | $26.3M 29.1% |
| Gross Profit | $182.4M 76.2% | $239.6M 76.3% | $252.7M 78.4% | $223.4M 93.3% | $178.6M 77.5% | — | $118.4M 72.4% | $112.0M 74.5% | $91.5M 73.8% | $64.3M 70.9% |
| Research & Development | $40.1M 16.7% | $45.3M 14.4% | $40.5M 12.6% | $36.0M 15.0% | $33.9M 14.7% | — | $31.9M 19.5% | $25.3M 16.8% | $22.0M 17.8% | $20.0M 22.1% |
| Selling, General & Admin | $274.1M 114.5% | $252.2M 80.3% | $224.6M 69.6% | $179.6M 75.0% | $145.3M 63.0% | — | $111.6M 68.3% | $100.1M 66.7% | $84.9M 68.5% | $67.9M 74.9% |
| Operating Income | -$91.7M -38.3% | -$12.6M -4.0% | $28.1M 8.7% | $43.8M 18.3% | $33.3M 14.5% | — | $6.8M 4.1% | $11.9M 7.9% | $6.6M 5.3% | -$3.6M -4.0% |
| Interest Expense | — | — | — | — | — | — | — | — | — | $112K 0.1% |
| Other Income (Expense), net | $9.4M 3.9% | $3.6M 1.1% | $5.6M 1.7% | $1.8M 0.7% | -$2.0M -0.9% | — | $1.5M 0.9% | $1.2M 0.8% | $44K 0.0% | $1.3M 1.5% |
| Pretax Income | -$82.3M -34.4% | -$9.1M -2.9% | $33.7M 10.5% | $45.6M 19.0% | $31.3M 13.6% | — | $8.3M 5.1% | $13.0M 8.7% | $6.6M 5.4% | -$2.3M -2.5% |
| Income Tax Expense | -$1.8M -0.8% | $11.2M 3.6% | $12.3M 3.8% | $5.9M 2.5% | $3.8M 1.6% | $3.8M | $2.4M 1.4% | -$1.0M -0.7% | $1.7M 1.3% | -$157K -0.2% |
| Net Income | -$80.4M -33.6% | -$20.2M -6.4% | $21.3M 6.6% | $39.7M 16.6% | $27.5M 11.9% | $27.5M | $5.9M 3.6% | $14.0M 9.4% | $5.0M 4.0% | -$2.1M -2.4% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.62 | $-0.41 | $0.44 | $0.83 | $0.58 | $0.58 | $0.13 | $0.32 | $0.12 | $-0.05 |
| EPS (Diluted) | $-1.62 | $-0.41 | $0.43 | $0.80 | $0.56 | $0.56 | $0.12 | $0.30 | $0.11 | $-0.05 |
| Weighted Avg Shares (Basic) | 49.6M | 49.1M | 48.5M | 48.0M | 47.2M | — | 45.6M | 44.5M | 42.6M | 41.0M |
| Weighted Avg Shares (Diluted) | 49.6M | 49.1M | 49.4M | 49.4M | 49.5M | — | 48.0M | 46.9M | 45.3M | 41.0M |
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.
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