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Held by 393 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $27.06 today, the market must believe free cash flow compounds 31.7%/yr for a decade (off $39M normalized FCF).
The market's 31.7% is more optimistic than its 9-yr track record.
2-stage DCF · 0.13B shares · net debt $1.0B
mean -64.3% · volatility σ 106% · implied rate exceeded in 0/7 yrs
Central path = implied 31.7%/yr growth; shaded band = ±1σ (106%) 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 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.
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 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 | $682.3B | 24.4× | — | 2.0× | -5.0% | — | 8.7% | 11.1% | 10.7% | — | 4,568 |
| SHEL | $545.2B | — | — | — | — | — | — | — | — | — | 1,521 |
| CVX | $391.2B | 31.9× | — | 2.1× | -6.8% | 42.8% | 6.5% | 6.6% | 6.6% | — | 4,121 |
| TTE | $202.1B | — | — | — | — | — | — | — | — | — | 951 |
| COP | $166.8B | 21.0× | — | 2.8× | 7.7% | 62.1% | 13.6% | 12.4% | 12.2% | — | 2,450 |
| PBR | $155.8B | — | — | — | — | — | — | — | — | — | 524 |
| MPC | $128.7B | 31.9× | 11.0× | 1.0× | -4.4% | 10.0% | 3.0% | 23.4% | 20.6% | 0.2× | 1,802 |
| VLO | $127.5B | 54.5× | 24.1× | 1.0× | -5.5% | 4.4% | 1.9% | 9.9% | 7.1% | 1.7× | 1,781 |
| BP | $117.0B | — | — | — | — | — | — | — | — | — | 1,220 |
| PSX | $111.3B | 25.4× | — | 0.8× | -7.5% | 12.3% | 3.3% | 15.1% | 14.6% | — | 2,041 |
| EQNR | $110.8B | — | — | — | — | — | — | — | — | — | 398 |
| WMB | $87.7B | 33.6× | 17.8× | 7.3× | 13.8% | — | 21.9% | 20.4% | 6.3% | 4.4× | 1,736 |
| EPD | $84.1B | — | 12.6× | 1.6× | -6.4% | 26.7% | 11.0% | — | — | 3.7× | 1,573 |
| EOG | $79.0B | 15.9× | 7.7× | 3.5× | -4.5% | — | 22.0% | 16.7% | 13.2% | 0.7× | 1,525 |
| SLB | $77.9B | 22.2× | — | 2.2× | -1.6% | — | 9.4% | 12.9% | 9.4% | — | 1,624 |
| ET | $72.5B | — | 9.8× | 0.8× | 3.5% | 25.8% | 5.2% | 9.0% | 3.8% | 4.8× | 1,244 |
| KMI | $69.7B | 22.9× | 14.2× | 4.1× | 12.2% | — | 18.0% | 9.8% | 4.8% | 4.5× | 1,745 |
| TRGP | $61.2B | 33.6× | 16.2× | 3.6× | 3.9% | 38.3% | 11.3% | 62.7% | 9.4% | 3.6× | 979 |
| TS | $60.6B | — | — | — | — | — | — | — | — | — | 248 |
| MPLX | $59.4B | — | — | 4.6× | 8.9% | — | 38.1% | — | — | — | 622 |
| LNG | $59.3B | 11.2× | 7.8× | 3.0× | 27.2% | — | 26.7% | 67.3% | 17.3% | 2.2× | 1,303 |
| OKE | $58.7B | 17.2× | 12.4× | 1.8× | 55.0% | 30.5% | 10.1% | 15.1% | 6.3% | 4.4× | 1,622 |
| OXY | $58.5B | 36.8× | — | 2.7× | -1.9% | — | 11.0% | 6.6% | 4.2% | — | 1,250 |
| BKR | $56.2B | — | — | 2.0× | -0.3% | — | 9.3% | 13.7% | 13.3% | — | 1,095 |
| FANG | $56.0B | 34.4× | 11.2× | 3.7× | 35.8% | — | 11.1% | 4.5% | 3.2% | 2.3× | 1,141 |
| VVV | $3.4B | 16.5× | 9.0× | 2.0× | 5.6% | 38.5% | 12.3% | 62.2% | 14.9% | 2.2× | 393 |
Peers = companies sharing VVV'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.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Eight indices comparing this year to last (receivables, margins, asset quality, growth, accruals, leverage). Above −1.78 suggests possible manipulation; below −2.22 is clean.
A screen, not proof — high growth alone can raise it.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Comfortably covers interest; 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 + $77M buybacks = $77M returned on $38M 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 balanced mix of reinvestment and shareholder returns.
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: 15%. 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 $52M covers the $24M due within a year 2.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-09-30 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.9% on $1.1B of debt.
Cash of $52M fully covers short-term debt of $24M.
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 10-yr range · 20th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 10-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
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 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 64.7 | 66.1 | 58.6 | 58.3 | 61.5 | 62.3 | 61.8 | 61.5 |
| Gross Profit | 35.3 | 33.9 | 41.4 | 41.7 | 38.5 | 37.7 | 38.2 | 38.5 |
| R&D | 0.6 | 0.5 | 1.8 | 1.4 | — | — | — | — |
| SG&A | 18.8 | 18.8 | 24.4 | 21.6 | 19.8 | 18.3 | 18.8 | 20.5 |
| Operating Income | 17.3 | 16.7 | 22.0 | 23.1 | 17.8 | 17.1 | 22.7 | 22.8 |
| Income Tax | 7.3 | 2.4 | 7.3 | 5.8 | 2.8 | 2.6 | 4.3 | 4.5 |
| Net Income | 7.3 | 8.7 | 43.5 | 40.5 | 34.3 | 98.4 | 13.1 | 12.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on VVV: 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 | $1.71B 100.0% | $1.62B 100.0% | $1.44B 100.0% | $1.24B 100.0% | $1.04B 100.0% | $727.0M 100.0% | $2.39B 100.0% | $2.29B 100.0% | $2.08B 100.0% | $1.93B 100.0% |
| Cost of Revenue | $1.05B 61.5% | $1.00B 61.8% | $899.0M 62.3% | $759.7M 61.5% | $604.9M 58.3% | $426.0M 58.6% | $1.58B 66.1% | $1.48B 64.7% | $1.31B 62.8% | $1.18B 61.2% |
| Gross Profit | $658.5M 38.5% | $618.8M 38.2% | $544.5M 37.7% | $476.4M 38.5% | $432.3M 41.7% | $301.0M 41.4% | $810.0M 33.9% | $806.0M 35.3% | $776.0M 37.2% | $748.0M 38.8% |
| Research & Development | — | — | — | — | $15.0M 1.4% | $13.0M 1.8% | $13.0M 0.5% | $14.0M 0.6% | $13.0M 0.6% | $13.0M 0.7% |
| Selling, General & Admin | $349.9M 20.5% | $305.1M 18.8% | $264.5M 18.3% | $244.7M 19.8% | $223.9M 21.6% | $177.2M 24.4% | $449.0M 18.8% | $430.0M 18.8% | $396.0M 19.0% | $365.0M 18.9% |
| Operating Income | $389.9M 22.8% | $367.2M 22.7% | $247.2M 17.1% | $220.3M 17.8% | $240.1M 23.1% | $160.2M 22.0% | $398.0M 16.7% | $395.0M 17.3% | $394.0M 18.9% | $396.0M 20.5% |
| Interest Expense | $74.0M 4.3% | $71.9M 4.4% | $38.3M 2.7% | $69.3M 5.6% | $108.3M 10.4% | $92.1M 12.7% | $73.0M 3.1% | $63.0M 2.8% | $42.0M 2.0% | $9.0M 0.5% |
| Interest & Investment Income | — | $15.9M 1.0% | $44.0M 3.0% | — | — | — | — | — | — | — |
| Pretax Income | $292.3M 17.1% | $283.6M 17.5% | $236.5M 16.4% | $144.1M 11.7% | $260.0M 25.1% | $123.0M 16.9% | $265.0M 11.1% | $332.0M 14.5% | $490.0M 23.5% | $421.0M 21.8% |
| Income Tax Expense | $77.5M 4.5% | $69.1M 4.3% | $37.1M 2.6% | $34.7M 2.8% | $59.9M 5.8% | $53.4M 7.3% | $57.0M 2.4% | $166.0M 7.3% | $186.0M 8.9% | $148.0M 7.7% |
| Net Income | $210.7M 12.3% | $211.5M 13.1% | $1.42B 98.4% | $424.3M 34.3% | $420.3M 40.5% | $316.6M 43.5% | $208.0M 8.7% | $166.0M 7.3% | $304.0M 14.6% | $273.0M 14.2% |
| Per Share | ||||||||||
| EPS (Basic) | $1.65 | $1.63 | $8.79 | $2.37 | $2.30 | $1.70 | $1.10 | $0.84 | $1.49 | $1.60 |
| EPS (Diluted) | $1.64 | $1.61 | $8.73 | $2.35 | $2.29 | $1.69 | $1.10 | $0.84 | $1.49 | $1.60 |
| Weighted Avg Shares (Basic) | 127.9M | 130.1M | 161.6M | 179.1M | 182.5M | 187.0M | 189.0M | 197.0M | 204.0M | 170.0M |
| Weighted Avg Shares (Diluted) | 128.6M | 131.0M | 162.6M | 180.4M | 183.5M | 187.5M | 189.0M | 197.0M | 204.0M | 170.0M |
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.