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Held by 229 of 5,944 reporting institutions (93th 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.
To be worth $17.66 today, the market must believe free cash flow compounds -9.2%/yr for a decade (off $145M normalized FCF).
The market's -9.2% is more conservative than its 9-yr track record.
2-stage DCF · 0.06B shares · net debt -$121M
mean 67.5% · volatility σ 177% · implied rate exceeded in 6/9 yrs
Central path = implied -9.2%/yr growth; shaded band = ±1σ (177%) 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.
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
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 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).
Interest coverage is thin — monitor.
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 37% of free cash flow, leaving room to grow it and fund buybacks. Last year: $88M dividends + $0 buybacks = $88M returned on $239M FCF.
1 consecutive years of dividend increases · 14%/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: 11%. 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 $121M covers the $0 due within a year 120528000.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest.
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. Maturity ladder from the SEC long-term-debt repayment schedule. 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 | $4.70B 100.0% | $4.32B 100.0% | $3.99B 100.0% | $4.25B 100.0% | $4.58B 100.0% | $2.81B 100.0% | $2.67B 100.0% | $2.66B 100.0% | $2.70B 100.0% | $2.96B 100.0% |
| Cost of Revenue | $2.42B 51.6% | $2.24B 51.9% | $1.97B 49.3% | $2.17B 51.0% | $2.35B 51.2% | $1.14B 40.6% | $1.03B 38.4% | $972.3M 36.5% | $984.0M 36.4% | $1.03B 34.7% |
| Gross Profit | $2.27B 48.4% | $2.08B 48.1% | $2.02B 50.7% | $2.08B 49.0% | $2.24B 48.8% | $1.67B 59.4% | $1.64B 61.6% | $1.69B 63.5% | $1.72B 63.6% | $1.94B 65.3% |
| Selling, General & Admin | $232.0M 4.9% | $212.4M 4.9% | $201.7M 5.1% | $186.5M 4.4% | $194.9M 4.3% | $153.1M 5.4% | $142.6M 5.3% | $163.4M 6.1% | $171.1M 6.3% | $168.9M 5.7% |
| Total Operating Expenses | $2.05B 43.6% | $1.79B 41.4% | $1.86B 46.6% | $1.93B 45.5% | $1.95B 42.6% | $1.43B 51.0% | $1.39B 52.1% | $1.63B 61.3% | $1.78B 65.9% | $2.00B 67.5% |
| Operating Income | $223.3M 4.8% | $291.6M 6.7% | $162.9M 4.1% | $148.5M 3.5% | $280.5M 6.1% | $237.3M 8.4% | $253.9M 9.5% | $56.1M 2.1% | -$63.1M -2.3% | -$66.6M -2.2% |
| Interest Expense | $113.0M 2.4% | $110.6M 2.6% | $113.4M 2.8% | $87.7M 2.1% | $70.9M 1.5% | $15.3M 0.5% | $31.0M 1.2% | $43.0M 1.6% | $46.0M 1.7% | $47.2M 1.6% |
| Interest & Investment Income | $2.6M 0.1% | $3.1M 0.1% | $3.4M 0.1% | $641K 0.0% | $221K 0.0% | $768K 0.0% | $3.1M 0.1% | $1.1M 0.0% | $791K 0.0% | $503K 0.0% |
| Pretax Income | $108.1M 2.3% | $177.5M 4.1% | $52.9M 1.3% | $61.5M 1.4% | $194.3M 4.2% | $222.8M 7.9% | $223.8M 8.4% | $13.8M 0.5% | -$110.2M -4.1% | -$113.3M -3.8% |
| Income Tax Expense | $34.8M 0.7% | $54.1M 1.3% | $58.0M 1.5% | $49.1M 1.2% | $59.4M 1.3% | $14.7M 0.5% | $50.2M 1.9% | $5.3M 0.2% | -$116.9M -4.3% | -$8.1M -0.3% |
| Net Income | $73.0M 1.6% | $124.0M 2.9% | -$5.0M -0.1% | $12.0M 0.3% | $135.0M 2.9% | $208.1M 7.4% | $173.5M 6.5% | $8.5M 0.3% | $6.7M 0.2% | -$105.2M -3.5% |
| Per Share | ||||||||||
| EPS (Basic) | $1.30 | $2.26 | $-0.09 | $0.23 | $2.37 | $3.84 | $3.19 | $0.16 | $0.12 | $-1.98 |
| EPS (Diluted) | $1.25 | $2.21 | $-0.09 | $0.21 | $2.02 | $3.73 | $3.10 | $0.16 | $0.12 | $-1.98 |
| Weighted Avg Shares (Basic) | 56.5M | 54.7M | 55.0M | 53.9M | 57.1M | 54.2M | 54.3M | 53.5M | 53.3M | 53.1M |
| Weighted Avg Shares (Diluted) | 58.6M | 55.9M | 55.0M | 59.0M | 66.8M | 55.8M | 56.0M | 54.5M | 53.8M | 53.1M |
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.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 14-yr range · 34th 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 | 36.5 | 38.4 | 40.6 | 51.2 | 51.0 | 49.3 | 51.9 | 51.6 |
| Gross Profit | 63.5 | 61.6 | 59.4 | 48.8 | 49.0 | 50.7 | 48.1 | 48.4 |
| SG&A | 6.1 | 5.3 | 5.4 | 4.3 | 4.4 | 5.1 | 4.9 | 4.9 |
| Operating Income | 2.1 | 9.5 | 8.4 | 6.1 | 3.5 | 4.1 | 6.7 | 4.8 |
| Income Tax | 0.2 | 1.9 | 0.5 | 1.3 | 1.2 | 1.5 | 1.3 | 0.7 |
| Net Income | 0.3 | 6.5 | 7.4 | 2.9 | 0.3 | -0.1 | 2.9 | 1.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UPBD: 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 743 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TSM | $10.83T | — | — | — | — | — | — | — | — | — | 3,121 |
| NVDA | $5.20T | 43.6× | 39.0× | 24.1× | 65.5% | 71.1% | 55.6% | 76.3% | 72.4% | 0.1× | 5,582 |
| AAPL | $4.91T | 44.6× | 34.3× | 11.8× | 6.4% | 46.9% | 26.9% | 152% | 68.1% | 0.6× | 5,858 |
| MSFT | $3.64T | 27.3× | 19.3× | 11.0× | 17.8% | 67.9% | 40.3% | 30.2% | 27.7% | 0.2× | 5,944 |
| AVGO | $1.61T | 71.2× | 63.6× | 25.2× | 23.9% | 67.8% | 36.2% | 28.4% | 15.8% | 2.5× | 4,442 |
| MU | $1.04T | 122.1× | 57.5× | 27.8× | 48.9% | 39.8% | 22.8% | 15.8% | 12.9% | 0.7× | 2,894 |
| AMD | $835.4B | 193.4× | 197.6× | 24.1× | 34.3% | 49.5% | 12.5% | 6.9% | 6.5% | 0.8× | 3,059 |
| INTC | $504.6B | — | 62.9× | 9.6× | -0.5% | 34.8% | -0.5% | -0.2% | -0.2% | 5.5× | 2,495 |
| CSCO | $426.7B | 42.3× | 35.8× | 7.5× | 5.3% | 64.9% | 18.0% | 21.7% | 13.6% | 2.3× | 3,560 |
| PLTR | $416.9B | 276.7× | 288.5× | 93.2× | 56.2% | 82.4% | 36.3% | 22.0% | 22.0% | — | 2,883 |
| DELL | $367.3B | 64.9× | 34.6× | 3.2× | 18.8% | 20.0% | 5.2% | -240% | 20.4% | 2.8× | 1,564 |
| LRCX | $341.6B | 64.9× | 54.5× | 18.5× | 23.7% | 48.7% | 29.1% | 54.3% | 37.4% | 0.7× | 2,500 |
| AMAT | $329.4B | 48.0× | 37.9× | 11.6× | 4.4% | 48.7% | 24.7% | 34.3% | 25.9% | 0.8× | 2,826 |
| RPAY | $325.1B | — | — | 1051.3× | -1.2% | 75.0% | -83.0% | -53.0% | -28.2% | -1.7× | 142 |
| UMC | $283.0B | — | — | — | — | — | — | — | — | — | 302 |
| SAP | $261.9B | — | — | — | — | — | — | — | — | — | 794 |
| ARM | $259.6B | 287.0× | 223.6× | 52.8× | 22.8% | 97.5% | 18.4% | 10.9% | 10.9% | — | 730 |
| PANW | $250.9B | 234.8× | 156.8× | 27.2× | 14.9% | 73.4% | 12.3% | 14.5% | 14.5% | — | 2,374 |
| ANET | $248.2B | 71.8× | 62.7× | 27.6× | 28.6% | 64.1% | 39.0% | 28.4% | 28.4% | — | 1,930 |
| TXN | $236.9B | 47.8× | 31.2× | 13.4× | 13.0% | 57.0% | 28.3% | 30.7% | 16.5% | 1.8× | 2,345 |
| CRM | $232.8B | 32.1× | 25.2× | 5.6× | 9.6% | 77.7% | 18.0% | 12.6% | 10.1% | 1.5× | 2,547 |
| IBM | $222.5B | 21.3× | — | 3.3× | 7.6% | 58.2% | 15.7% | 32.4% | 11.3% | — | 3,351 |
| SNDK | $221.9B | — | — | 30.2× | 10.4% | 30.1% | -22.3% | -17.8% | -14.8% | -1.5× | 1,127 |
| QCOM | $198.5B | 36.9× | 14.9× | 4.5× | 13.7% | 55.4% | 12.5% | 26.1% | 15.4% | 1.1× | 2,611 |
| MRVL | $194.6B | 74.8× | 127.2× | 23.8× | 42.1% | 51.0% | 32.6% | 18.7% | 14.2% | 2.9× | 1,477 |
| UPBD | $1.0B | 14.2× | 3.0× | 0.2× | 8.7% | 48.4% | 1.6% | 10.5% | 10.5% | — | 229 |
Peers = companies sharing UPBD's sector (Technology) 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.