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Held by 414 of 5,944 reporting institutions (96th 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.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $82.05 today, the market must believe free cash flow compounds 0.8%/yr for a decade (off $522M normalized FCF).
The market's 0.8% is more conservative than its 5-yr track record.
2-stage DCF · 0.07B shares · net debt $428M
mean 94.5% · volatility σ 154% · implied rate exceeded in 2/5 yrs
Central path = implied 0.8%/yr growth; shaded band = ±1σ (154%) 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.
6/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
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).
Coverage data unavailable; 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 is comfortably covered — only 16% of free cash flow, leaving room to grow it and fund buybacks. Last year: $72M dividends + $101M buybacks = $173M returned on $450M FCF.
2 consecutive years of dividend increases · 101%/yr.
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. Current ROIC on all capital: 14%. 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 $987M covers the $29M due within a year 34.0× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
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
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 | FY2019 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.92B 100.0% | $5.51B 100.0% | $5.13B 100.0% | $4.33B 100.0% | $3.65B 100.0% | $3.69B 100.0% | $4.95B 100.0% | $4.95B 100.0% | $5.74B 100.0% | $5.70B 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | — | — | $2.14B 37.6% |
| Cost of Products | — | — | — | — | — | — | — | — | — | $2.14B 37.6% |
| Cost of Services | — | — | — | — | — | — | — | — | — | $2.75B 48.2% |
| Gross Profit | — | — | — | — | — | — | $1.10B 22.2% | — | $1.23B 21.4% | $810.0M 14.2% |
| Research & Development | $108.0M 2.2% | $123.0M 2.2% | $112.0M 2.2% | $90.0M 2.1% | $85.0M 2.3% | $97.0M 2.6% | — | $136.0M 2.7% | $139.0M 2.4% | $158.0M 2.8% |
| Selling, General & Admin | — | — | — | — | — | — | — | $118.0M 2.4% | $130.0M 2.3% | $130.0M 2.3% |
| Total Operating Expenses | $4.16B 84.6% | $4.58B 83.0% | $4.32B 84.0% | $3.92B 90.5% | $3.53B 96.8% | $5.17B 140.3% | — | $6.14B 123.9% | $7.83B 136.3% | $7.87B 138.1% |
| Operating Income | $756.0M 15.4% | $938.0M 17.0% | $820.0M 16.0% | $412.0M 9.5% | $116.0M 3.2% | -$1.49B -40.3% | — | -$1.18B -23.9% | -$2.08B -36.3% | -$2.17B -38.1% |
| Other Income (Expense), net | -$70.0M -1.4% | -$78.0M -1.4% | -$129.0M -2.5% | -$95.0M -2.2% | -$29.0M -0.8% | -$62.0M -1.7% | — | -$26.0M -0.5% | -$59.0M -1.0% | $7.0M 0.1% |
| Pretax Income | $554.0M 11.3% | $739.0M 13.4% | $506.0M 9.9% | $138.0M 3.2% | -$343.0M -9.4% | -$1.81B -49.2% | — | $3.82B 77.1% | -$2.76B -48.0% | -$2.66B -46.6% |
| Income Tax Expense | $97.0M 2.0% | $189.0M 3.4% | $57.0M 1.1% | $87.0M 2.0% | $86.0M 2.4% | $85.0M 2.3% | — | $135.0M 2.7% | $34.0M 0.6% | $137.0M 2.4% |
| Net Income | $431.0M 8.8% | $506.0M 9.2% | $417.0M 8.1% | $26.0M 0.6% | -$450.0M -12.3% | -$1.92B -52.1% | $3.66B 73.9% | $3.66B 73.9% | -$2.81B -48.9% | -$2.81B -49.4% |
| Per Share | ||||||||||
| EPS (Basic) | $5.96 | $6.93 | $5.79 | $0.37 | $-6.43 | $-27.44 | — | — | — | — |
| EPS (Diluted) | $5.93 | $6.75 | $5.66 | $0.36 | $-6.43 | $-27.44 | — | — | — | — |
| Weighted Avg Shares (Basic) | 72.2M | 73.0M | 71.9M | 70.5M | 70.0M | 70.0M | — | — | — | — |
| Weighted Avg Shares (Diluted) | 72.6M | 74.9M | 73.6M | 71.6M | 70.0M | 70.0M | 1.00B | — | 997.0M | 990.0M |
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.
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
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 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 |
| WFRD | $5.9B | 13.8× | 6.2× | 1.2× | -10.8% | — | 8.8% | 25.4% | 13.8% | 1.4× | 414 |
Peers = companies sharing WFRD'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.
EOD close · as of 2026-09-17
Nothing notable to watch.
Where each multiple sits in its own 7-yr range · 65th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 7-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
High operating leverage: profit moved 1.8× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Gross Profit | — | 22.2 | — | — | — | — | — | — |
| R&D | 2.7 | — | 2.6 | 2.3 | 2.1 | 2.2 | 2.2 | 2.2 |
| SG&A | 2.4 | — | — | — | — | — | — | — |
| Operating Income | -23.9 | — | -40.3 | 3.2 | 9.5 | 16.0 | 17.0 | 15.4 |
| Income Tax | 2.7 | — | 2.3 | 2.4 | 2.0 | 1.1 | 3.4 | 2.0 |
| Net Income | 73.9 | 73.9 | -52.1 | -12.3 | 0.6 | 8.1 | 9.2 | 8.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WFRD: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.