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Institutional accumulation: ownership increased +0.81% 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $26.87 today, the market must believe free cash flow compounds 18.1%/yr for a decade (off $149M normalized FCF).
The market's 18.1% is more optimistic than its 9-yr track record.
2-stage DCF · 0.14B shares (market data) · net debt $2.5B
mean 32.4% · volatility σ 145% · implied rate exceeded in 4/7 yrs
Central path = implied 18.1%/yr growth; shaded band = ±1σ (145%) 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.
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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/7 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; 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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on $277M 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.
Reinvestment has been productive — operating income grew well per dollar put in. 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~7.4% on $2.5B of debt.
Cash of $9M fully covers short-term debt of $0.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
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 2026-09-18
Nothing notable to watch.
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
Low operating leverage — profit tracks sales closely (stable, less cyclical).
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 11.8 | 9.2 | 9.0 | 8.9 | 8.7 | 8.6 | 7.6 | 6.6 |
| Operating Income | 11.2 | 24.1 | -69.6 | 22.3 | 24.0 | 27.4 | 31.0 | 30.7 |
| Income Tax | -0.4 | 0.3 | 0.2 | 0.1 | 0.1 | 0.2 | 0.2 | 0.5 |
| Net Income | -1.8 | 5.6 | -89.1 | 1.6 | 4.3 | 8.1 | 10.5 | 11.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on USAC: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-18
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 | $998.1M 100.0% | $950.4M 100.0% | $846.2M 100.0% | $704.6M 100.0% | $632.6M 100.0% | $667.7M 100.0% | $698.4M 100.0% | $584.4M 100.0% | $276.7M 100.0% | $263.9M 100.0% |
| Cost of Services | — | — | — | — | — | — | — | $214.7M 36.7% | $125.2M 45.3% | $112.9M 42.8% |
| Selling, General & Admin | $66.3M 6.6% | $72.7M 7.6% | $72.7M 8.6% | $61.3M 8.7% | $56.1M 8.9% | $60.0M 9.0% | $64.4M 9.2% | $69.0M 11.8% | $24.9M 9.0% | $22.7M 8.6% |
| Total Operating Expenses | $691.6M 69.3% | $656.0M 69.0% | $614.2M 72.6% | $535.3M 76.0% | $491.8M 77.7% | $1.13B 169.6% | $530.0M 75.9% | $519.0M 88.8% | $539.3M 194.9% | $290.9M 110.2% |
| Operating Income | $306.5M 30.7% | $294.4M 31.0% | $232.0M 27.4% | $169.3M 24.0% | $140.9M 22.3% | -$464.9M -69.6% | $168.4M 24.1% | $65.3M 11.2% | -$262.7M -94.9% | -$27.0M -10.2% |
| Interest Expense | $187.4M 18.8% | $193.5M 20.4% | $169.9M 20.1% | $138.1M 19.6% | $129.8M 20.5% | $128.6M 19.3% | $127.1M 18.2% | $78.4M 13.4% | $0 0.0% | $21.1M 8.0% |
| Other Income (Expense), net | -$190.3M -19.1% | -$192.6M -20.3% | -$162.3M -19.2% | -$138.0M -19.6% | -$129.7M -20.5% | -$128.5M -19.3% | -$127.1M -18.2% | -$78.3M -13.4% | -$223K -0.1% | -$153K -0.1% |
| Pretax Income | $116.2M 11.6% | $101.8M 10.7% | $69.6M 8.2% | $31.3M 4.4% | $11.2M 1.8% | -$593.4M -88.9% | $41.3M 5.9% | -$13.0M -2.2% | -$262.9M -95.0% | -$27.1M -10.3% |
| Income Tax Expense | $4.9M 0.5% | $2.2M 0.2% | $1.4M 0.2% | $1.0M 0.1% | $874K 0.1% | $1.3M 0.2% | $2.2M 0.3% | -$2.5M -0.4% | $1.8M 0.7% | -$163K -0.1% |
| Net Income | $111.3M 11.2% | $99.6M 10.5% | $68.3M 8.1% | $30.3M 4.3% | $10.3M 1.6% | -$594.7M -89.1% | $39.1M 5.6% | -$10.6M -1.8% | -$264.7M -95.7% | -$26.9M -10.2% |
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.
Ranked against 238 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| XOM | $683.4B | 24.4× | — | 2.1× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $537.9B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $387.4B | 31.6× | — | 2.0× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $200.4B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $165.1B | 20.8× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $154.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $129.6B | 32.1× | 11.1× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.7B | 54.6× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $114.8B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $110.9B | 25.3× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.2B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $88.0B | 33.7× | 17.8× | 7.4× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $85.1B | — | 12.7× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $78.3B | 15.8× | 7.6× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $76.4B | 21.8× | — | 2.1× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.8B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $70.8B | 23.2× | 14.3× | 4.2× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $62.7B | 34.4× | 16.5× | 3.7× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.3B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $60.3B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.0B | 11.1× | 7.7× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.9B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.0B | 36.5× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.8B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $54.8B | 33.6× | 11.0× | 3.6× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| USAC | $3.9B | — | 11.4× | 3.9× | 5.0% | — | 11.2% | — | — | 4.5× | 115 |
Peers = companies sharing USAC's sector (Energy) 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.
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