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Held by 1,396 of 5,944 reporting institutions (99th 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 $1002.53 today, the market must believe free cash flow compounds 33.1%/yr for a decade (off $628M normalized FCF).
2-stage DCF · 0.06B shares · net debt $15.4B
mean -4.1% · volatility σ 43% · implied rate exceeded in 1/8 yrs
Central path = implied 33.1%/yr growth; shaded band = ±1σ (43%) 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.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
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.
Free-cash-flow coverage unavailable. Last year: $464M dividends + $2.0B buybacks = $2.4B returned.
3 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 balanced mix of reinvestment and shareholder returns.
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 10%. 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 $459M is below the $1.6B due within a year — relies on refinancing or operating cash flow. 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).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash of $459M is below short-term debt of $1.6B — relies on refinancing/operations.
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.
EOD close · as of 2026-09-17
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
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 | 58.2 | 60.8 | 62.7 | 60.3 | 57.1 | 59.4 | 59.9 | 61.8 |
| Gross Profit | 41.8 | 39.2 | 37.3 | 39.7 | 42.9 | 40.6 | 40.1 | 38.2 |
| SG&A | 12.9 | 11.7 | 11.5 | 12.3 | 12.0 | 10.7 | 10.7 | 10.8 |
| Operating Income | 24.2 | 23.0 | 21.1 | 23.4 | 27.8 | 26.7 | 26.5 | 24.7 |
| Income Tax | 4.7 | 3.6 | 2.9 | 4.7 | 6.0 | 5.5 | 5.3 | 5.2 |
| Net Income | 13.6 | 12.6 | 10.4 | 14.3 | 18.1 | 16.9 | 16.8 | 15.5 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on URI: 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 — 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 | $16.10B 100.0% | $15.35B 100.0% | $14.33B 100.0% | $11.64B 100.0% | $9.72B 100.0% | $8.53B 100.0% | $9.35B 100.0% | $8.05B 100.0% | $6.64B 100.0% | $5.76B 100.0% |
| Cost of Revenue | $9.96B 61.8% | $9.20B 59.9% | $8.52B 59.4% | $6.65B 57.1% | $5.86B 60.3% | $5.35B 62.7% | $5.68B 60.8% | $4.68B 58.2% | $3.87B 58.3% | $3.36B 58.3% |
| Gross Profit | $6.14B 38.2% | $6.15B 40.1% | $5.81B 40.6% | $5.00B 42.9% | $3.85B 39.7% | $3.18B 37.3% | $3.67B 39.2% | $3.36B 41.8% | $2.77B 41.7% | $2.40B 41.7% |
| Selling, General & Admin | $1.73B 10.8% | $1.65B 10.7% | $1.53B 10.7% | $1.40B 12.0% | $1.20B 12.3% | $979.0M 11.5% | $1.09B 11.7% | $1.04B 12.9% | $903.0M 13.6% | $719.0M 12.5% |
| Operating Income | $3.97B 24.7% | $4.07B 26.5% | $3.83B 26.7% | $3.23B 27.8% | $2.28B 23.4% | $1.80B 21.1% | $2.15B 23.0% | $1.95B 24.2% | $1.51B 22.7% | $1.42B 24.6% |
| Other Income (Expense), net | $81.0M 0.5% | $14.0M 0.1% | $19.0M 0.1% | $15.0M 0.1% | -$7.0M -0.1% | $8.0M 0.1% | $10.0M 0.1% | $6.0M 0.1% | $5.0M 0.1% | $5.0M 0.1% |
| Pretax Income | $3.34B 20.7% | $3.39B 22.1% | $3.21B 22.4% | $2.80B 24.1% | $1.85B 19.0% | $1.14B 13.4% | $1.51B 16.2% | $1.48B 18.3% | $1.05B 15.8% | $909.0M 15.8% |
| Income Tax Expense | $844.0M 5.2% | $813.0M 5.3% | $787.0M 5.5% | $697.0M 6.0% | $460.0M 4.7% | $249.0M 2.9% | $340.0M 3.6% | $380.0M 4.7% | -$298.0M -4.5% | $343.0M 6.0% |
| Net Income | $2.49B 15.5% | $2.58B 16.8% | $2.42B 16.9% | $2.10B 18.1% | $1.39B 14.3% | $890.0M 10.4% | $1.17B 12.6% | $1.10B 13.6% | $1.35B 20.3% | $566.0M 9.8% |
| Per Share | ||||||||||
| EPS (Basic) | $38.71 | $38.82 | $35.40 | $29.77 | $19.14 | $12.24 | $15.18 | $13.26 | $15.91 | $6.49 |
| EPS (Diluted) | $38.61 | $38.69 | $35.28 | $29.65 | $19.04 | $12.20 | $15.11 | $13.12 | $15.73 | $6.45 |
| Weighted Avg Shares (Basic) | 64.4M | 66.3M | 68.5M | 70.7M | 72.4M | 72.7M | 77.3M | 82.7M | 84.6M | 87.2M |
| Weighted Avg Shares (Diluted) | 64.6M | 66.6M | 68.7M | 71.0M | 72.8M | 72.9M | 77.7M | 83.5M | 85.6M | 87.8M |
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.
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 | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| URI | $63.5B | 26.1× | — | 3.9× | 4.9% | 38.2% | 15.5% | 27.8% | 10.0% | — | 1,396 |
Peers = companies sharing URI'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.