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Institutional distribution: ownership decreased -0.97% 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.
Top 18 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
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/8 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
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 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.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$12M 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.
Modest payoff on reinvested capital. Current ROIC on all capital: 76%. 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
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 | $29.2M 100.0% | $33.9M 100.0% | $30.1M 100.0% | $55.9M 100.0% | $73.7M 100.0% | $8.4M 100.0% | $48.5M 100.0% | $50.1M 100.0% | $48.8M 100.0% | $12.0M 100.0% |
| Cost of Revenue | $21.7M 74.3% | $25.0M 73.7% | $26.4M 87.8% | $43.9M 78.5% | $41.4M 56.1% | $12.0M 142.9% | $37.9M 78.0% | $39.5M 78.8% | $39.0M 79.9% | $6.7M 56.2% |
| Gross Profit | $7.5M 25.7% | $8.9M 26.3% | $3.7M 12.2% | $12.0M 21.5% | $32.3M 43.9% | — | — | — | — | — |
| Selling, General & Admin | $16.0M 54.8% | $20.1M 59.2% | $13.0M 43.0% | $21.2M 37.9% | $24.2M 32.8% | $15.9M 190.1% | $14.3M 29.5% | $16.2M 32.4% | $16.6M 34.0% | $9.7M 80.9% |
| Total Operating Expenses | $23.2M 79.3% | $25.6M 75.6% | $31.9M 105.9% | $43.2M 77.2% | $28.2M 38.3% | $48.5M 578.3% | $64.4M 132.7% | $84.8M 169.3% | $63.5M 130.1% | $29.7M 247.7% |
| Operating Income | -$15.7M -53.6% | -$16.7M -49.3% | -$28.2M -93.7% | -$31.2M -55.7% | $4.1M 5.6% | -$40.1M -478.3% | -$15.9M -32.7% | -$34.7M -69.3% | -$14.7M -30.1% | -$17.7M -147.7% |
| Interest Expense | $41K 0.1% | — | — | — | — | — | $2.9M 6.0% | $1.8M 3.6% | $731K 1.5% | $1.7M 14.2% |
| Other Income (Expense), net | -$167K -0.6% | -$211K -0.6% | -$355K -1.2% | -$1.1M -2.0% | -$1.2M -1.6% | $858K 10.2% | -$4.1M -8.4% | -$1.2M -2.4% | -$1.3M -2.6% | -$1.6M -13.1% |
| Pretax Income | -$16.1M -55.0% | -$16.4M -48.5% | -$28.0M -93.0% | -$32.6M -58.2% | $2.9M 4.0% | -$92.2M -1099.9% | -$20.7M -42.6% | -$35.9M -71.7% | -$16.0M -32.8% | -$19.3M -160.8% |
| Income Tax Expense | $29K 0.1% | $49K 0.1% | $35K 0.1% | $55K 0.1% | $56K 0.1% | $7K 0.1% | -$146K -0.3% | -$278K -0.6% | $111K 0.2% | $0 0.0% |
| Net Income | -$17.0M -58.2% | -$16.9M -49.7% | -$27.7M -92.1% | -$32.8M -58.7% | $3.3M 4.5% | -$90.5M -1079.2% | -$21.2M -43.7% | -$37.2M -74.3% | -$28.8M -59.1% | -$24.0M -200.3% |
| Per Share | ||||||||||
| EPS (Basic) | $-5.08 | $-3.66 | $-6.64 | $-7.01 | $0.03 | $-2.05 | — | — | $-1.29 | $-1.58 |
| EPS (Diluted) | $-5.08 | $-3.66 | $-6.64 | $-7.01 | $0.03 | $-2.05 | — | — | — | $-1.58 |
| Weighted Avg Shares (Basic) | 5.6M | 4.6M | 4.2M | 4.7M | 104.3M | 44.6M | 1.6M | 1.5M | 1.1M | 15.2M |
| Weighted Avg Shares (Diluted) | 5.6M | 4.6M | 4.2M | 4.7M | 105.1M | 44.6M | 1.6M | 1.5M | 1.1M | 15.2M |
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
Nothing notable to watch.
Where each multiple sits in its own 14-yr range · 7th 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
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 | 78.8 | 78.0 | 142.9 | 56.1 | 78.5 | 87.8 | 73.7 | 74.3 |
| Gross Profit | — | — | — | 43.9 | 21.5 | 12.2 | 26.3 | 25.7 |
| SG&A | 32.4 | 29.5 | 190.1 | 32.8 | 37.9 | 43.0 | 59.2 | 54.8 |
| Operating Income | -69.3 | -32.7 | -478.3 | 5.6 | -55.7 | -93.7 | -49.3 | -53.6 |
| Income Tax | -0.6 | -0.3 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Net Income | -74.3 | -43.7 | -1079.2 | 4.5 | -58.7 | -92.1 | -49.7 | -58.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on XWEL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Ranked against 490 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.65T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.34T | 331.6× | 142.2× | 14.2× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $608.8B | 59.5× | 24.6× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $448.4B | 33.4× | 32.3× | 7.3× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $199.3B | 134.1× | — | 1.3× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $136.0B | 25.2× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $131.2B | 185.7× | 113.0× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $110.7B | 59.7× | 26.9× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $102.7B | — | 38.3× | 8.4× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $93.3B | 46.7× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $89.1B | 35.2× | 20.7× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $87.3B | 170.2× | 91.9× | 12.4× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $76.2B | 25.8× | 3.7× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $72.5B | 34.0× | 21.6× | 3.2× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $70.5B | 28.2× | 19.2× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $70.4B | 49.9× | 24.2× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $68.8B | 16.3× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $63.4B | 41.1× | 25.1× | 2.8× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $53.1B | — | 4.4× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.1B | 17.0× | — | 1.1× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $49.0B | 25.1× | 17.8× | 4.4× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.7× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $45.0B | 29.5× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| XWEL | $6M | — | — | 0.2× | -13.8% | 25.7% | -58.2% | 76.3% | 76.3% | — | 17 |
Peers = companies sharing XWEL's sector (Consumer Cyclical) 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.