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Institutional ownership roughly stable: -0.05% change 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.
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 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $386.0M 100.0% | $361.4M 100.0% | $470.2M 100.0% | $1.47B 100.0% | $19.37B 100.0% | $510.6M 100.0% | $246.1M 100.0% | — | $229.7M 100.0% | $174.3M 100.0% |
| Cost of Revenue | $124.0M 32.1% | $140.7M 38.9% | $146.9M 31.2% | $658.2M 44.7% | $988.9M 5.1% | $67.2M 13.2% | $32.5M 13.2% | — | $24.7M 10.8% | $20.2M 11.6% |
| Gross Profit | $262.0M 67.9% | $220.7M 61.1% | $323.3M 68.8% | $815.2M 55.3% | $18.38B 94.9% | $443.4M 86.8% | $213.6M 86.8% | — | $204.9M 89.2% | $154.1M 88.4% |
| Research & Development | $216.2M 56.0% | $270.7M 74.9% | $350.2M 74.5% | $478.7M 32.5% | $152.7M 0.8% | $48.8M 9.5% | $24.3M 9.9% | — | $21.9M 9.5% | $20.5M 11.8% |
| Selling, General & Admin | $333.0M 86.3% | $420.9M 116.5% | $598.3M 127.2% | $836.1M 56.7% | $602.1M 3.1% | $176.5M 34.6% | $121.5M 49.4% | — | $137.0M 59.7% | $87.4M 50.1% |
| Total Operating Expenses | $752.1M 194.8% | $726.2M 201.0% | $1.04B 220.6% | $1.32B 89.9% | $758.1M 3.9% | $227.8M 44.6% | $145.0M 58.9% | — | $159.6M 69.5% | $108.7M 62.3% |
| Operating Income | -$490.1M -127.0% | -$505.5M -139.9% | -$714.0M -151.9% | -$509.0M -34.5% | $17.62B 91.0% | $215.6M 42.2% | $68.6M 27.9% | — | $45.3M 19.7% | $45.4M 26.0% |
| Interest Expense | $9.8M 2.5% | $5.6M 1.6% | $4.9M 1.1% | $1.3M 0.1% | $2.8M 0.0% | $1.5M 0.3% | $650K 0.3% | — | $1.1M 0.5% | $1.6M 0.9% |
| Interest & Investment Income | $33.3M 8.6% | $29.1M 8.0% | $87.1M 18.5% | $157.4M 10.7% | $102.6M 0.5% | $1.9M 0.4% | $2.0M 0.8% | — | $2.0M 0.9% | $1.2M 0.7% |
| Other Income (Expense), net | $208.6M 54.0% | $527.6M 146.0% | $558.8M 118.8% | $296.6M 20.1% | -$153.0M -0.8% | $496K 0.1% | $912K 0.4% | — | $321K 0.1% | $13K 0.0% |
| Pretax Income | -$262.1M -67.9% | $42.8M 11.9% | -$84.5M -18.0% | -$48.5M -3.3% | $17.57B 90.7% | $216.6M 42.4% | $70.8M 28.8% | — | $46.6M 20.3% | $45.0M 25.8% |
| Income Tax Expense | -$63.3M -16.4% | $2.2M 0.6% | $36.4M 7.7% | $11.5M 0.8% | $3.45B 17.8% | $31.4M 6.2% | $5.6M 2.3% | — | $10.5M 4.6% | $8.3M 4.8% |
| Net Income | -$198.8M -51.5% | $40.7M 11.3% | -$13.5M -2.9% | $14.5M 1.0% | $8.12B 41.9% | $110.4M 21.6% | $44.9M 18.3% | — | $21.8M 9.5% | $25.8M 14.8% |
| Per Share | ||||||||||
| EPS (Basic) | $-0.83 | $1.27 | $-0.19 | $0.20 | $113.54 | $1.06 | $0.42 | $0.63 | $0.34 | $0.45 |
| EPS (Diluted) | $-0.83 | $1.27 | $-0.19 | $0.20 | $113.44 | $0.97 | $0.41 | $0.63 | $0.34 | $0.45 |
| Weighted Avg Shares (Basic) | 71.9M | 71.9M | 71.8M | 71.7M | 71.5M | 98.9M | 94.9M | 71.1M | 64.7M | 57.0M |
| Weighted Avg Shares (Diluted) | 71.9M | 71.9M | 71.9M | 71.8M | 71.6M | 113.7M | 109.7M | 71.3M | 65.0M | 57.1M |
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 · book equity (no price)
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.
Free-cash-flow coverage unavailable. Last year: $3.5B dividends + $0 buybacks = $3.5B returned on -$561M FCF.
3 consecutive years of dividend increases · 27%/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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -4%. 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 $488M covers the $229M due within a year 2.1× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (20-F).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~2.0% on $495M of debt.
Cash vs short-term debt unavailable.
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.
No current price collected.
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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | 13.2 | 13.2 | 5.1 | 44.7 | 31.2 | 38.9 | 32.1 |
| Gross Profit | — | 86.8 | 86.8 | 94.9 | 55.3 | 68.8 | 61.1 | 67.9 |
| R&D | — | 9.9 | 9.5 | 0.8 | 32.5 | 74.5 | 74.9 | 56.0 |
| SG&A | — | 49.4 | 34.6 | 3.1 | 56.7 | 127.2 | 116.5 | 86.3 |
| Operating Income | — | 27.9 | 42.2 | 91.0 | -34.5 | -151.9 | -139.9 | -127.0 |
| Income Tax | — | 2.3 | 6.2 | 17.8 | 0.8 | 7.7 | 0.6 | -16.4 |
| Net Income | — | 18.3 | 21.6 | 41.9 | 1.0 | -2.9 | 11.3 | -51.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SVA: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Top 29 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 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 | $1.20T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.02T | 49.6× | — | 15.7× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $916.2B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $643.4B | 24.2× | — | 6.8× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $464.4B | 111.2× | 33.2× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $362.6B | 19.9× | — | 5.6× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $340.0B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $252.6B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $244.5B | 36.5× | 31.5× | 5.5× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $202.8B | 26.4× | 17.4× | 5.5× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $183.3B | 21.8× | 20.0× | 6.2× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.2B | 27.5× | 19.3× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $156.1B | 20.2× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $147.3B | 41.3× | 30.5× | 6.0× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $135.8B | 48.6× | 37.3× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $130.4B | 33.5× | 28.6× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $129.4B | 18.4× | — | 2.7× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.5B | 24.8× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| LGVN | $117.4B | — | — | 97924.4× | -49.9% | 67.0% | -1894% | -400% | -400% | — | 31 |
| CVS | $116.6B | 66.0× | 11.7× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $108.8B | 33.9× | 18.7× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $103.4B | 23.1× | 16.3× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.7B | 15.2× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.1B | 16.4× | 15.4× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $81.0B | 18.7× | 19.4× | 5.7× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| SVA | — | — | — | — | 6.8% | 67.9% | -51.5% | -4.5% | -4.0% | -1.3× | 29 |
Peers = companies sharing SVA'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.