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Strong institutional distribution: ownership decreased -7.51% 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.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
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.
Top 15 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
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 | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 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 | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 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 | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| UUU | $14M | — | — | 2.9× | -79.4% | 16.6% | -51.3% | -76.8% | -76.8% | — | 15 |
Peers = companies sharing UUU'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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 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.
Cash-conversion data unavailable. 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.
Free-cash-flow coverage unavailable. Last year: $2M dividends + $0 buybacks = $2M returned.
1 consecutive years of dividend increases.
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 cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Insufficient data. Current ROIC on all capital: -77%. 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.
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. Educational — not a recommendation.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 15-yr range · 93th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 15-yr history.
Is the profit real, and how strong is the balance sheet?
FY2026 · 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
High operating leverage: profit moved 15.8× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | 67.8 | 69.1 | 71.4 | 71.3 | 71.0 | 83.4 |
| Gross Profit | 31.6 | 25.4 | 32.2 | 30.9 | 28.6 | 28.7 | 29.0 | 16.6 |
| R&D | 2.9 | 4.7 | 2.7 | 2.2 | 1.8 | — | — | — |
| SG&A | 27.7 | 31.3 | 28.7 | 28.3 | 22.4 | 29.4 | 25.5 | 108.0 |
| Operating Income | 1.1 | -10.6 | 0.8 | 0.4 | 4.4 | -2.9 | 1.7 | -96.0 |
| Income Tax | 0.0 | — | 0.0 | 0.0 | 0.1 | 0.0 | -1.5 | 7.6 |
| Net Income | 7.7 | -39.3 | 1.5 | -0.4 | 3.2 | -3.6 | 2.1 | -51.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on UUU: 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 — FY2026
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.8M 100.0% | $23.6M 100.0% | $19.5M 100.0% | $22.2M 100.0% | $19.5M 100.0% | $17.5M 100.0% | $14.8M 100.0% | $17.6M 100.0% | $14.9M 100.0% | $14.1M 100.0% |
| Cost of Revenue | $4.0M 83.4% | $16.7M 71.0% | $13.9M 71.3% | $15.8M 71.4% | $13.5M 69.1% | $11.9M 67.8% | — | — | — | — |
| Gross Profit | $803K 16.6% | $6.8M 29.0% | $5.6M 28.7% | $6.3M 28.6% | $6.0M 30.9% | $5.6M 32.2% | $3.8M 25.4% | $5.6M 31.6% | $4.5M 30.6% | $4.1M 29.5% |
| Research & Development | — | — | — | $403K 1.8% | $438K 2.2% | $472K 2.7% | $692K 4.7% | $503K 2.9% | $654K 4.4% | $683K 4.8% |
| Selling, General & Admin | $5.2M 108.0% | $6.0M 25.5% | $5.7M 29.4% | $5.0M 22.4% | $5.5M 28.3% | $5.0M 28.7% | $4.6M 31.3% | $4.9M 27.7% | $4.6M 31.0% | $4.4M 31.6% |
| Operating Income | -$4.7M -96.0% | $402K 1.7% | -$565K -2.9% | $973K 4.4% | $70K 0.4% | $134K 0.8% | -$1.6M -10.6% | $187K 1.1% | -$726K -4.9% | -$978K -6.9% |
| Interest Expense | $346K 7.1% | $262K 1.1% | $156K 0.8% | $238K 1.1% | $148K 0.8% | $87K 0.5% | $410K 2.8% | $485K 2.8% | $213K 1.4% | — |
| Other Income (Expense), net | — | — | — | — | — | — | — | — | -$213K -1.4% | -$63K -0.4% |
| Pretax Income | -$2.1M -43.7% | $140K 0.6% | -$696K -3.6% | $735K 3.3% | -$78K -0.4% | $268K 1.5% | -$5.8M -39.3% | -$1.3M -7.7% | -$2.3M -15.2% | -$2.1M -14.6% |
| Income Tax Expense | $366K 7.6% | -$361K -1.5% | $0 0.0% | $14K 0.1% | $0 0.0% | $0 0.0% | — | $0 0.0% | $0 0.0% | $0 0.0% |
| Net Income | -$2.5M -51.3% | $501K 2.1% | -$696K -3.6% | $720K 3.2% | -$78K -0.4% | $268K 1.5% | -$5.8M -39.3% | $1.3M 7.7% | $2.3M 15.2% | -$2.1M -14.6% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.04 | $0.22 | $-0.30 | $0.31 | $-0.03 | $0.12 | — | — | — | — |
| EPS (Diluted) | $-1.04 | $0.22 | $-0.30 | $0.31 | $-0.03 | $0.12 | — | — | — | — |
| Weighted Avg Shares (Basic) | 2.4M | 2.3M | 2.3M | 2.3M | 2.3M | 2.3M | — | — | — | — |
| Weighted Avg Shares (Diluted) | 2.4M | 2.3M | 2.3M | 2.3M | 2.3M | 2.3M | — | — | — | — |
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.