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Held by 270 of 5,944 reporting institutions (94th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $261.21 today, the market must believe free cash flow compounds 22.6%/yr for a decade (off $60M normalized FCF).
The market's 22.6% is more optimistic than its 7-yr track record.
2-stage DCF · 0.01B shares · net debt $448M
mean 11.2% · volatility σ 62% · implied rate exceeded in 2/7 yrs
Central path = implied 22.6%/yr growth; shaded band = ±1σ (62%) 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.
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 | $790.1M 100.0% | $720.6M 100.0% | $741.0M 100.0% | $735.3M 100.0% | $656.2M 100.0% | $604.5M 100.0% | $639.9M 100.0% | $595.5M 100.0% | $647.9M 100.0% | $751.6M 100.0% |
| Cost of Revenue | $474.9M 60.1% | $438.6M 60.9% | $456.0M 61.5% | $465.4M 63.3% | $415.0M 63.2% | $389.1M 64.4% | $405.3M 63.3% | $369.5M 62.0% | $432.3M 66.7% | $499.3M 66.4% |
| Gross Profit | $315.2M 39.9% | $282.0M 39.1% | $285.1M 38.5% | $269.9M 36.7% | $241.3M 36.8% | $215.5M 35.6% | $234.7M 36.7% | $226.0M 38.0% | $215.6M 33.3% | $252.3M 33.6% |
| Selling, General & Admin | $193.4M 24.5% | $169.6M 23.5% | $172.3M 23.3% | $169.9M 23.1% | $163.1M 24.8% | $148.5M 24.6% | $150.3M 23.5% | $140.7M 23.6% | $145.0M 22.4% | $170.2M 22.6% |
| Operating Income | $93.5M 11.8% | $101.7M 14.1% | $171.1M 23.1% | $88.3M 12.0% | $59.2M 9.0% | $60.5M 10.0% | $79.5M 12.4% | $78.1M 13.1% | $56.9M 8.8% | $70.3M 9.4% |
| Interest Expense | $23.9M 3.0% | $4.5M 0.6% | $5.4M 0.7% | $5.9M 0.8% | $6.0M 0.9% | $7.5M 1.2% | $10.8M 1.7% | $8.0M 1.3% | $4.0M 0.6% | $2.9M 0.4% |
| Other Income (Expense), net | -$808K -0.1% | -$2.1M -0.3% | -$1.7M -0.2% | -$1.1M -0.2% | -$473K -0.1% | -$6.5M -1.1% | -$12.5M -2.0% | -$9.7M -1.6% | -$6.0M -0.9% | -$1.8M -0.2% |
| Pretax Income | $68.8M 8.7% | $95.1M 13.2% | $163.9M 22.1% | $81.3M 11.1% | $52.7M 8.0% | $54.1M 8.9% | $67.0M 10.5% | $68.4M 11.5% | $51.0M 7.9% | $68.5M 9.1% |
| Income Tax Expense | $11.1M 1.4% | $21.5M 3.0% | $24.8M 3.3% | $19.8M 2.7% | $14.2M 2.2% | $13.1M 2.2% | $18.7M 2.9% | $38.0M 6.4% | $11.8M 1.8% | $16.3M 2.2% |
| Net Income | $55.8M 7.1% | $73.1M 10.1% | $139.0M 18.8% | $61.4M 8.3% | $36.5M 5.6% | $20.2M 3.3% | $67.9M 10.6% | $36.6M 6.1% | $46.5M 7.2% | $52.1M 6.9% |
| Per Share | ||||||||||
| EPS (Basic) | $4.68 | $6.22 | $11.77 | $5.13 | $3.00 | $1.64 | $5.40 | $2.88 | $3.68 | $4.11 |
| EPS (Diluted) | $4.64 | $6.14 | $11.58 | $5.06 | $2.97 | $1.63 | $5.38 | $2.86 | $3.65 | $4.08 |
| Weighted Avg Shares (Basic) | 11.9M | 11.8M | 11.8M | 12.0M | 12.2M | 12.3M | 12.6M | 12.7M | 12.7M | 12.7M |
| Weighted Avg Shares (Diluted) | 12.0M | 11.9M | 12.0M | 12.1M | 12.3M | 12.4M | 12.6M | 12.8M | 12.8M | 12.8M |
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.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
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 rising 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 is comfortably covered — only 36% of free cash flow, leaving room to grow it and fund buybacks. Last year: $15M dividends + $10M buybacks = $25M returned on $41M FCF.
9 consecutive years of dividend increases · 10%/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: 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 $105M covers the $0 due within a year 104542000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2020-06-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~4.3% on $553M 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.
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
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 651 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $29.37T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $376.4B | 43.0× | 30.0× | 5.6× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $329.6B | 38.6× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $260.4B | 39.1× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $200.6B | 79.9× | 40.4× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.0B | 37.0× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $179.9B | 48.6× | 32.1× | 5.6× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $165.7B | 23.3× | 15.9× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $164.8B | 40.6× | — | 6.0× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $122.1B | 24.8× | 16.0× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $121.1B | 34.8× | 27.3× | 6.1× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $107.9B | 24.8× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| TT | $95.7B | 33.1× | 23.6× | 4.5× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| GD | $95.5B | 22.9× | 16.8× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| VRT | $95.4B | 73.1× | 45.2× | 9.3× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $95.2B | 93.6× | 47.2× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $93.4B | 28.5× | — | 4.0× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $92.2B | 61.9× | 40.6× | 11.2× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| MMM | $88.0B | 27.6× | 16.9× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| CSX | $87.6B | 30.6× | 14.1× | 6.2× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| WM | $85.1B | 31.5× | 11.9× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| EMR | $84.4B | 37.1× | — | 4.7× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| UPS | $84.1B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| CTAS | $79.6B | 44.9× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| SXI | $3.1B | 56.3× | 27.8× | 4.0× | 9.6% | 39.9% | 7.1% | 7.8% | 4.4% | 4.3× | 270 |
Peers = companies sharing SXI's sector (Industrials) 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 2026-09-18
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 100th 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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 62.0 | 63.3 | 64.4 | 63.2 | 63.3 | 61.5 | 60.9 | 60.1 |
| Gross Profit | 38.0 | 36.7 | 35.6 | 36.8 | 36.7 | 38.5 | 39.1 | 39.9 |
| SG&A | 23.6 | 23.5 | 24.6 | 24.8 | 23.1 | 23.3 | 23.5 | 24.5 |
| Operating Income | 13.1 | 12.4 | 10.0 | 9.0 | 12.0 | 23.1 | 14.1 | 11.8 |
| Income Tax | 6.4 | 2.9 | 2.2 | 2.2 | 2.7 | 3.3 | 3.0 | 1.4 |
| Net Income | 6.1 | 10.6 | 3.3 | 5.6 | 8.3 | 18.8 | 10.1 | 7.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SXI: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.