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Held by 215 of 5,944 reporting institutions (92th 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.
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
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $14.27 today, the market must believe free cash flow compounds 36.3%/yr for a decade (off $13M normalized FCF).
The market's 36.3% is more optimistic than its 7-yr track record.
2-stage DCF · 0.09B shares · net debt $729M
mean -45.9% · volatility σ 223% · implied rate exceeded in 1/4 yrs
Central path = implied 36.3%/yr growth; shaded band = ±1σ (223%) 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.
Earnings are backed by cash (FCF ≥ net income) — high quality. 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 exceeds free cash flow (237%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $22M dividends + $0 buybacks = $22M returned on $9M 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 8 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: 0%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 8 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 ~5.1% on $850M of debt.
Cash of $120M fully covers short-term debt of $31M.
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 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2023 | FY2022 | FY2019 | FY2019 | FY2018 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.44B 100.0% | $1.41B 100.0% | $1.44B 100.0% | $1.41B 100.0% | $1.18B 100.0% | — | $768.2M 100.0% | $772.0M 100.0% |
| Cost of Revenue | $1.08B 75.1% | $1.04B 73.8% | $1.09B 75.6% | $959.3M 68.1% | $796.8M 67.5% | — | $514.4M 67.0% | $505.3M 65.5% |
| Gross Profit | $358.3M 24.9% | $369.1M 26.2% | $350.8M 24.4% | $449.1M 31.9% | $383.9M 32.5% | — | $253.8M 33.0% | $266.7M 34.5% |
| Selling, General & Admin | $348.0M 24.2% | $310.1M 22.0% | $327.4M 22.8% | $444.4M 31.6% | $375.2M 31.8% | $998K | $228.3M 29.7% | $251.4M 32.6% |
| Operating Income | $19.5M 1.4% | $58.9M 4.2% | $16.0M 1.1% | $5.3M 0.4% | $10.6M 0.9% | -$998K | $38.7M 5.0% | $19.4M 2.5% |
| Interest Expense | $43.1M 3.0% | $44.9M 3.2% | $60.6M 4.2% | $44.4M 3.2% | $34.7M 2.9% | — | $48.4M 6.3% | $45.7M 5.9% |
| Interest & Investment Income | — | — | — | — | — | $9.0M | — | — |
| Other Income (Expense), net | -$20.1M -1.4% | $10.5M 0.7% | -$55.2M -3.8% | -$43.3M -3.1% | $5.5M 0.5% | — | -$49.0M -6.4% | -$45.1M -5.8% |
| Pretax Income | -$600K -0.0% | $69.4M 4.9% | -$39.2M -2.7% | -$38.0M -2.7% | $16.1M 1.4% | — | -$10.2M -1.3% | -$25.7M -3.3% |
| Income Tax Expense | $7.1M 0.5% | $38.7M 2.7% | $800K 0.1% | -$23.9M -1.7% | $8.1M 0.7% | — | $3.1M 0.4% | $1.9M 0.2% |
| Net Income | $800K 0.1% | $15.9M 1.1% | -$24.9M -1.7% | -$392K -0.0% | $20.6M 1.7% | $8.0M | -$16.2M -2.1% | -$30.5M -4.0% |
| Per Share | ||||||||
| EPS (Basic) | $0.01 | $0.19 | $-0.31 | $0.00 | $0.26 | — | — | — |
| EPS (Diluted) | $0.01 | $0.19 | $-0.31 | $0.00 | $0.25 | — | — | — |
| Weighted Avg Shares (Basic) | 86.6M | 82.1M | 81.1M | 80.1M | 76.7M | — | — | — |
| Weighted Avg Shares (Diluted) | 87.8M | 85.4M | 81.1M | 80.1M | 81.1M | — | — | — |
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
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 | FY2019 | FY2022 | FY2023 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 65.5 | 67.0 | — | 67.5 | 68.1 | 75.6 | 73.8 | 75.1 |
| Gross Profit | 34.5 | 33.0 | — | 32.5 | 31.9 | 24.4 | 26.2 | 24.9 |
| SG&A | 32.6 | 29.7 | — | 31.8 | 31.6 | 22.8 | 22.0 | 24.2 |
| Operating Income | 2.5 | 5.0 | — | 0.9 | 0.4 | 1.1 | 4.2 | 1.4 |
| Income Tax | 0.2 | 0.4 | — | 0.7 | -1.7 | 0.1 | 2.7 | 0.5 |
| Net Income | -4.0 | -2.1 | — | 1.7 | -0.0 | -1.7 | 1.1 | 0.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UTZ: 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 229 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMT | $858.2B | 39.4× | — | 1.2× | 4.7% | 24.9% | 3.1% | 22.0% | 15.5% | — | 4,273 |
| COST | $396.1B | 49.1× | 30.3× | 1.4× | 8.2% | 12.8% | 2.9% | 27.8% | 23.2% | 0.5× | 4,050 |
| KO | $378.1B | 28.9× | 24.8× | 7.9× | 1.9% | 61.6% | 27.3% | 40.7% | 40.7% | — | 3,427 |
| PG | $345.5B | 22.6× | 16.3× | 4.1× | 0.3% | 51.2% | 19.0% | 30.6% | 18.4% | 1.5× | 3,849 |
| PM | $298.3B | 26.4× | 17.4× | 7.3× | 7.3% | 67.1% | 27.9% | -114% | -115% | 0.0× | 2,744 |
| PEP | $183.9B | 22.4× | 15.0× | 2.0× | 2.3% | 54.1% | 8.8% | 40.4% | 11.8% | 3.3× | 3,404 |
| MO | $117.4B | 17.0× | 13.6× | 5.0× | -3.1% | 62.5% | 29.8% | -198% | 31.3% | 2.5× | 2,375 |
| MDLZ | $80.7B | 33.0× | 18.9× | 2.1× | 5.8% | 28.4% | 6.4% | 9.5% | 8.6% | 0.6× | 1,821 |
| TGT | $70.0B | 19.0× | 10.2× | 0.7× | -1.7% | 27.9% | 3.5% | 22.9% | 12.1% | 1.7× | 1,771 |
| CL | $69.7B | 33.1× | 19.4× | 3.4× | 1.4% | 60.1% | 10.5% | 3948% | 26.5% | 2.0× | 1,873 |
| MNST | $43.6B | — | 16.4× | 5.3× | 10.7% | 55.8% | 23.0% | 23.1% | 23.1% | — | 1,169 |
| KDP | $43.2B | 20.8× | 14.5× | 2.6× | 8.2% | 54.2% | 12.5% | 8.1% | 5.0% | 4.0× | 784 |
| FMX | $41.2B | — | — | — | — | — | — | — | — | — | 290 |
| ADM | $41.1B | 38.1× | — | 0.5× | -6.2% | 6.3% | 1.3% | 4.7% | 3.6% | — | 1,070 |
| JBS | $40.2B | — | — | — | — | — | — | — | — | — | 241 |
| KR | $39.9B | 39.7× | 10.0× | 0.3× | 0.4% | — | 0.7% | 17.1% | 4.7% | 3.0× | 1,327 |
| SYY | $38.4B | 21.1× | 9.6× | 0.5× | 3.2% | 18.4% | 2.2% | 99.9% | 99.9% | — | 1,489 |
| HSY | $34.6B | — | 20.3× | 3.0× | 4.4% | 33.5% | 7.6% | 19.0% | 9.3% | 2.5× | 1,406 |
| EL | $34.4B | — | 782.5× | 2.4× | -8.2% | 74.0% | -7.9% | -29.3% | -29.3% | 0.1× | 800 |
| KVUE | $34.2B | 23.5× | 11.6× | 2.3× | -2.1% | 58.1% | 9.7% | 13.7% | 12.0% | 0.5× | 967 |
| KMB | $32.6B | 16.2× | 10.3× | 2.0× | -2.1% | 36.0% | 12.3% | 135% | 92.0% | 0.2× | 1,585 |
| KHC | $29.3B | — | — | 1.2× | -3.5% | 33.3% | -23.4% | -14.0% | -14.0% | — | 1,059 |
| DG | $27.1B | 18.0× | 8.0× | 0.6× | 5.2% | 30.7% | 3.5% | 17.8% | 17.8% | — | 1,099 |
| KOF | $23.6B | — | — | — | — | — | — | — | — | — | 249 |
| CHD | $23.2B | 31.6× | 18.9× | 3.7× | 1.6% | 44.7% | 11.9% | 18.4% | 11.9% | 1.7× | 1,004 |
| UTZ | $1.2B | 1426.0× | 19.3× | 0.9× | 2.1% | 24.9% | 0.1% | 0.1% | 0.1% | 8.3× | 215 |
Peers = companies sharing UTZ's sector (Consumer Defensive) 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.