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Institutional ownership roughly stable: -0.32% change 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 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
Ranked against 1085 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BCAX | $1.24T | — | — | — | — | — | — | -34.4% | -34.4% | — | 143 |
| LLY | $1.03T | 50.2× | — | 15.9× | 44.7% | 83.0% | 31.7% | 77.8% | 29.9% | — | 4,193 |
| AKTX | $894.1B | — | — | — | — | — | — | -61.1% | -61.1% | — | 1 |
| JNJ | $650.5B | 24.5× | — | 6.9× | 6.0% | 67.9% | 28.5% | 32.9% | 20.7% | — | 4,451 |
| ABBV | $467.1B | 111.9× | 33.4× | 7.6× | 8.6% | 70.2% | 6.9% | -129% | 6.6% | 4.2× | 3,895 |
| MRK | $368.2B | 20.2× | — | 5.7× | 1.3% | 74.8% | 28.1% | 34.7% | 17.9% | — | 3,594 |
| UNH | $339.9B | 28.4× | 19.7× | 0.8× | 11.8% | 88.7% | 2.7% | 12.0% | 6.8% | 3.9× | 2,891 |
| AZN | $257.7B | — | — | — | — | — | — | — | — | — | 1,248 |
| TMO | $248.2B | 37.1× | 31.9× | 5.6× | 3.9% | — | 15.0% | 12.6% | 7.0% | 4.9× | 2,481 |
| AMGN | $204.6B | 26.7× | 17.6× | 5.6× | 10.0% | 67.2% | 21.0% | 89.1% | 12.2% | 3.8× | 3,014 |
| GILD | $187.3B | 22.3× | 20.4× | 6.4× | 2.4% | 78.8% | 28.9% | 37.5% | 17.9% | 2.4× | 2,218 |
| ABT | $178.0B | 27.5× | 19.2× | 4.0× | 5.7% | 56.4% | 14.7% | 12.5% | 10.0% | 1.4× | 2,964 |
| PFE | $157.1B | 20.3× | — | 2.5× | -1.6% | 74.3% | 12.4% | 9.0% | 5.1% | — | 2,838 |
| DHR | $150.2B | 42.1× | 31.0× | 6.1× | 2.9% | 59.1% | 14.7% | 6.9% | 5.1% | 3.4× | 2,083 |
| ISRG | $136.2B | 48.7× | 37.5× | 13.5× | 20.5% | 66.0% | 28.4% | 16.0% | 16.0% | — | 2,190 |
| VRTX | $131.1B | 33.7× | 28.8× | 10.9× | 8.9% | 86.2% | 32.9% | 21.2% | 21.2% | — | 1,609 |
| BMY | $127.8B | 18.2× | — | 2.6× | -0.2% | 71.1% | 14.6% | 38.2% | 11.1% | — | 2,431 |
| MDT | $118.8B | 24.9× | 12.6× | 3.3× | 8.4% | 65.0% | 13.2% | 9.7% | 9.4% | 0.2× | 2,114 |
| CVS | $114.7B | 64.9× | 11.5× | 0.3× | 7.8% | 45.0% | 0.4% | 2.4% | 2.4% | 0.0× | 1,795 |
| SYK | $107.1B | 33.4× | 18.4× | 4.3× | 11.2% | 64.0% | 12.9% | 14.5% | 8.5% | 2.5× | 2,196 |
| MCK | $102.5B | 22.9× | 16.2× | 0.3× | 12.4% | 3.6% | 1.2% | -219% | 109% | 1.0× | 1,946 |
| HCA | $96.4B | 15.1× | — | 1.3× | 7.1% | — | 9.0% | -113% | 16.8% | — | 1,346 |
| ELV | $91.4B | 16.4× | 15.5× | 0.5× | 12.5% | 89.4% | 2.8% | 12.9% | 7.6% | 4.2× | 1,397 |
| REGN | $82.6B | 19.0× | 19.8× | 5.8× | 1.0% | — | 31.4% | 14.4% | 13.6% | 0.5× | 1,336 |
| CI | $72.7B | 12.4× | 5.5× | 0.3× | 11.2% | 21.8% | 2.2% | 14.3% | 14.1% | 0.0× | 1,583 |
| VERU | $35M | — | — | — | — | — | — | -124% | -124% | — | 57 |
Peers = companies sharing VERU's sector (Healthcare) 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.
1/6 of the 9 checks — 3 couldn't be scored (see above), so the score is out of the 6 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).
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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$30M 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.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -124%. 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. Interest last disclosed in FY2024 (no longer broken out).
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.
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 0th 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
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 44.7 | 31.9 | 27.7 | 21.8 | 22.3 | 53.6 | 65.3 | — |
| Gross Profit | 55.3 | 68.1 | 72.3 | 78.2 | 77.7 | 46.4 | 34.7 | — |
| R&D | 68.4 | 43.2 | 39.8 | 53.4 | 180.2 | 314.2 | 75.7 | — |
| SG&A | 93.3 | 45.1 | 34.0 | 33.7 | 109.7 | 294.9 | 184.7 | — |
| Operating Income | -131.6 | -20.2 | -34.6 | 21.2 | -212.1 | -575.5 | -214.2 | — |
| Income Tax | 5.5 | -1.0 | -2.5 | -5.1 | 0.6 | 2.9 | 0.0 | — |
| Net Income | -150.9 | -37.8 | -44.5 | 12.1 | -213.5 | -571.6 | -223.9 | — |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on VERU: 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 | — | $16.9M 100.0% | $16.3M 100.0% | $39.4M 100.0% | $61.3M 100.0% | $42.6M 100.0% | $31.8M 100.0% | $15.9M 100.0% | $13.7M 100.0% | $22.1M 100.0% |
| Cost of Revenue | — | $11.0M 65.3% | $8.7M 53.6% | $8.8M 22.3% | $13.3M 21.8% | $11.8M 27.7% | $10.1M 31.9% | $7.1M 44.7% | $6.6M 48.6% | $8.8M 39.7% |
| Cost of Products | — | — | — | — | — | — | — | — | $6.6M 48.6% | $8.8M 39.7% |
| Gross Profit | — | $5.9M 34.7% | $7.6M 46.4% | $30.6M 77.7% | $47.9M 78.2% | $30.8M 72.3% | $21.7M 68.1% | $8.8M 55.3% | $7.0M 51.4% | $13.3M 60.3% |
| Research & Development | $15.6M | $12.8M 75.7% | $51.2M 314.2% | $70.9M 180.2% | $32.7M 53.4% | $16.9M 39.8% | $13.7M 43.2% | $10.9M 68.4% | $3.1M 22.5% | $99K 0.4% |
| Selling, General & Admin | $19.9M | $31.2M 184.7% | $48.1M 294.9% | $43.2M 109.7% | $20.7M 33.7% | $14.5M 34.0% | $14.3M 45.1% | $14.8M 93.3% | $11.5M 84.2% | $8.7M 39.1% |
| Total Operating Expenses | $35.5M | $37.4M 221.4% | $107.1M 657.0% | $114.1M 289.9% | $53.4M 87.1% | $31.4M 73.8% | $28.1M 88.3% | $29.6M 186.9% | $15.5M 113.6% | $10.3M 46.7% |
| Operating Income | -$24.8M | -$36.2M -214.2% | -$93.8M -575.5% | -$83.5M -212.1% | $13.0M 21.2% | -$14.7M -34.6% | -$6.4M -20.2% | -$20.9M -131.6% | -$8.5M -62.2% | $3.0M 13.6% |
| Interest Expense | — | $607K 3.6% | $2.4M 14.9% | $4.4M 11.1% | $4.9M 8.0% | $4.6M 10.9% | $4.7M 14.8% | $3.0M 18.6% | — | — |
| Other Income (Expense), net | $9.1M | $909K 5.4% | $1.1M 6.8% | -$316K -0.8% | -$8.7M -14.2% | -$5.3M -12.5% | -$5.9M -18.5% | -$2.2M -13.9% | -$108K -0.8% | -$205K -0.9% |
| Pretax Income | — | — | -$92.7M -568.6% | -$83.8M -212.9% | $4.3M 7.0% | -$20.1M -47.1% | -$12.3M -38.7% | -$23.1M -145.4% | -$8.6M -63.0% | $2.8M 12.7% |
| Income Tax Expense | $0 | $0 0.0% | $480K 2.9% | $236K 0.6% | -$3.1M -5.1% | -$1.1M -2.5% | -$304K -1.0% | $866K 5.5% | -$2.0M -14.6% | $2.5M 11.2% |
| Net Income | -$22.7M | -$37.8M -223.9% | -$93.2M -571.6% | -$84.0M -213.5% | $7.4M 12.1% | -$19.0M -44.5% | -$12.0M -37.8% | -$23.9M -150.9% | -$6.6M -48.4% | $345K 1.6% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.55 | $-2.80 | $-1.10 | $-1.05 | $0.10 | $-0.28 | — | — | $-0.25 | $0.01 |
| EPS (Diluted) | — | — | $-1.10 | $-1.05 | $0.09 | $-0.28 | — | — | $-0.25 | $0.01 |
| Weighted Avg Shares (Basic) | 14.6M | 13.5M | 85.0M | 80.1M | 76.3M | 66.8M | — | — | 34.6M | 28.7M |
| Weighted Avg Shares (Diluted) | — | — | 85.0M | 80.1M | 83.8M | 66.8M | — | — | 34.6M | 28.9M |
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.