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Held by 538 of 5,944 reporting institutions (97th 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 $125.67 today, the market must believe free cash flow compounds 8.7%/yr for a decade (off $491M normalized FCF).
The market's 8.7% is more conservative than its 9-yr track record.
2-stage DCF · 0.07B shares · net debt $1.4B
mean 60.2% · volatility σ 116% · implied rate exceeded in 6/9 yrs
Central path = implied 8.7%/yr growth; shaded band = ±1σ (116%) 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).
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 10% of free cash flow, leaving room to grow it and fund buybacks. Last year: $56M dividends + $92M buybacks = $148M returned on $569M FCF.
5 consecutive years of dividend increases · 11%/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.
Modest payoff on reinvested capital. Current ROIC on all capital: 12%. 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 $223M covers the $15M due within a year 15.2× over. Scheduled principal only (excludes interest & revolver draws). As of 2023-03-31 (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 of $223M fully covers short-term debt of $6M.
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.
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
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 | $3.05B 100.0% | $2.90B 100.0% | $2.87B 100.0% | $3.07B 100.0% | $2.77B 100.0% | $1.98B 100.0% | $1.67B 100.0% | $1.38B 100.0% | $1.33B 100.0% | $1.26B 100.0% |
| Cost of Revenue | — | — | — | — | — | — | — | $1.06B 76.4% | $1.03B 77.3% | $961.5M 76.5% |
| Cost of Products | — | — | — | — | — | — | — | — | $1.03B 77.3% | $961.5M 76.5% |
| Gross Profit | $1.17B 38.3% | $1.09B 37.7% | $1.15B 39.9% | $1.12B 36.4% | $800.4M 28.9% | $690.1M 34.8% | $316.5M 18.9% | $327.0M 23.6% | $302.5M 22.7% | $295.8M 23.5% |
| Selling, General & Admin | — | — | — | — | — | $267.6M 13.5% | $271.3M 16.2% | $186.0M 13.4% | $98.4M 7.4% | $111.0M 8.8% |
| Operating Income | $619.2M 20.3% | $657.4M 22.6% | $732.1M 25.5% | $719.3M 23.4% | $411.9M 14.9% | $344.5M 17.4% | -$95.3M -5.7% | $129.4M 9.3% | $88.3M 6.6% | $76.3M 6.1% |
| Interest & Investment Income | $25.0M 0.8% | $23.5M 0.8% | $22.0M 0.8% | — | — | — | — | — | — | — |
| Other Income (Expense), net | $34.5M 1.1% | $23.8M 0.8% | $23.5M 0.8% | $8.0M 0.3% | $5.1M 0.2% | $3.4M 0.2% | -$1.6M -0.1% | $815K 0.1% | $4.0M 0.3% | $6.0M 0.5% |
| Pretax Income | $559.8M 18.4% | $589.5M 20.3% | $666.8M 23.2% | $657.1M 21.4% | $383.5M 13.8% | $312.3M 15.7% | -$179.6M -10.7% | $111.6M 8.1% | $76.9M 5.8% | $64.8M 5.2% |
| Income Tax Expense | $135.0M 4.4% | $141.1M 4.9% | $159.0M 5.5% | $150.6M 4.9% | $110.1M 4.0% | $86.4M 4.4% | $14.1M 0.8% | $30.0M 2.2% | $11.4M 0.9% | $24.6M 2.0% |
| Net Income | $429.0M 14.1% | $453.0M 15.6% | $513.0M 17.8% | $511.0M 16.6% | $275.0M 9.9% | $224.2M 11.3% | -$193.2M -11.5% | $77.8M 5.6% | $62.0M 4.7% | $62.0M 4.9% |
| Per Share | ||||||||||
| EPS (Basic) | $5.48 | $5.81 | $6.52 | $6.16 | $3.22 | $2.64 | $-3.21 | $1.23 | $1.00 | $1.00 |
| EPS (Diluted) | $5.44 | $5.76 | $6.45 | $6.08 | $3.15 | $2.59 | $-3.21 | $1.22 | $0.99 | $0.99 |
| Weighted Avg Shares (Basic) | 77.8M | 77.5M | 78.3M | 82.3M | 71.3M | 70.2M | 63.8M | 57.0M | 55.7M | 55.7M |
| Weighted Avg Shares (Diluted) | 78.4M | 78.2M | 79.0M | 83.3M | 72.9M | 71.6M | 63.8M | 57.6M | 56.3M | 56.3M |
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.
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.
EOD close · as of 2026-09-17
No material risks flagged.
Where each multiple sits in its own 12-yr range · 47th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 12-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
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 76.4 | — | — | — | — | — | — | — |
| Gross Profit | 23.6 | 18.9 | 34.8 | 28.9 | 36.4 | 39.9 | 37.7 | 38.3 |
| SG&A | 13.4 | 16.2 | 13.5 | — | — | — | — | — |
| Operating Income | 9.3 | -5.7 | 17.4 | 14.9 | 23.4 | 25.5 | 22.6 | 20.3 |
| Income Tax | 2.2 | 0.8 | 4.4 | 4.0 | 4.9 | 5.5 | 4.9 | 4.4 |
| Net Income | 5.6 | -11.5 | 11.3 | 9.9 | 16.6 | 17.8 | 15.6 | 14.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WMS: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
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 | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 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 | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| WMS | $9.2B | 23.3× | 13.7× | 3.0× | 5.0% | 38.3% | 14.0% | 22.9% | 12.3% | 2.1× | 538 |
Peers = companies sharing WMS'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.