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Institutional distribution: ownership decreased -1.85% 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.
To be worth $3.82 today, the market must believe free cash flow compounds 0.7%/yr for a decade (off $52M normalized FCF).
The market's 0.7% is more optimistic than its 5-yr track record.
2-stage DCF · 0.07B shares · net debt $357M
mean -20.5% · volatility σ 53% · implied rate exceeded in 1/5 yrs
Central path = implied 0.7%/yr growth; shaded band = ±1σ (53%) 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
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; 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 + $102M buybacks = $102M returned on $10M 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 7 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -7%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 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.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~5.4% on $545M of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. 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
Where each multiple sits in its own 5-yr range · 0th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 5-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
Returns are margin-driven, not leverage-driven — higher quality.
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 309.2× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Cost of Revenue | 12.8 | 13.0 | 10.7 | 9.5 | 10.0 | 10.6 | 10.8 |
| Gross Profit | 87.2 | 87.0 | 89.3 | 90.5 | 90.0 | 89.4 | 89.2 |
| R&D | 15.2 | 16.6 | 14.9 | 14.1 | 22.0 | 28.4 | 27.7 |
| SG&A | 9.2 | 9.3 | 20.1 | 12.0 | 14.7 | 15.2 | 15.0 |
| Operating Income | -1.5 | 15.4 | -1.1 | 10.7 | 12.3 | 0.3 | -4.3 |
| Income Tax | 0.1 | -5.2 | -1.7 | 1.4 | 3.3 | 1.3 | 0.5 |
| Net Income | -1.5 | 20.6 | 0.5 | 6.8 | 7.6 | -2.7 | -7.3 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ZIP: 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 |
|---|---|---|---|---|---|---|---|
| Revenue | $449.0M 100.0% | $474.0M 100.0% | $645.7M 100.0% | $904.6M 100.0% | $741.1M 100.0% | $418.1M 100.0% | $429.6M 100.0% |
| Cost of Revenue | $48.3M 10.8% | $50.1M 10.6% | $64.3M 10.0% | $86.3M 9.5% | $79.6M 10.7% | $54.2M 13.0% | $54.8M 12.8% |
| Gross Profit | $400.7M 89.2% | $423.9M 89.4% | $581.4M 90.0% | $818.4M 90.5% | $661.5M 89.3% | $364.0M 87.0% | $374.8M 87.2% |
| Research & Development | $124.6M 27.7% | $134.8M 28.4% | $141.8M 22.0% | $127.7M 14.1% | $110.5M 14.9% | $69.4M 16.6% | $65.4M 15.2% |
| Selling, General & Admin | $67.6M 15.0% | $72.0M 15.2% | $94.9M 14.7% | $109.0M 12.0% | $148.8M 20.1% | $39.0M 9.3% | $39.5M 9.2% |
| Total Operating Expenses | $420.0M 93.6% | $422.6M 89.2% | $502.0M 77.7% | $721.1M 79.7% | $669.9M 90.4% | $299.5M 71.6% | $381.1M 88.7% |
| Operating Income | -$19.4M -4.3% | $1.3M 0.3% | $79.4M 12.3% | $97.2M 10.7% | -$8.4M -1.1% | $64.4M 15.4% | -$6.3M -1.5% |
| Interest Expense | $29.6M 6.6% | $29.6M 6.2% | $29.4M 4.6% | $28.5M 3.2% | $916K 0.1% | $1.0M 0.2% | $575K 0.1% |
| Interest & Investment Income | $18.0M 4.0% | $22.5M 4.8% | $19.9M 3.1% | $5.0M 0.5% | $3K 0.0% | — | — |
| Other Income (Expense), net | -$11.3M -2.5% | -$7.8M -1.6% | -$8.9M -1.4% | -$23.1M -2.6% | -$884K -0.1% | -$95K -0.0% | $557K 0.1% |
| Pretax Income | -$30.6M -6.8% | -$6.5M -1.4% | $70.5M 10.9% | $74.1M 8.2% | -$9.3M -1.3% | $64.3M 15.4% | -$5.8M -1.3% |
| Income Tax Expense | $2.4M 0.5% | $6.4M 1.3% | $21.5M 3.3% | $12.6M 1.4% | -$12.9M -1.7% | -$21.7M -5.2% | $588K 0.1% |
| Net Income | -$33.0M -7.3% | -$12.9M -2.7% | $49.1M 7.6% | $61.5M 6.8% | $3.6M 0.5% | $86.0M 20.6% | -$6.3M -1.5% |
| Per Share | |||||||
| EPS (Basic) | $-0.37 | $-0.13 | $0.49 | $0.54 | $0.02 | $0.79 | $-0.13 |
| EPS (Diluted) | $-0.37 | $-0.13 | $0.46 | $0.51 | $0.02 | $0.70 | $-0.13 |
| Weighted Avg Shares (Basic) | 89.9M | 98.6M | 100.7M | 114.3M | 102.2M | 79.7M | 79.3M |
| Weighted Avg Shares (Diluted) | 89.9M | 98.6M | 105.8M | 121.4M | 115.5M | 94.2M | 79.3M |
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.
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 | $29.49T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $371.6B | 42.5× | 29.7× | 5.5× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.8B | 38.5× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $259.8B | 39.0× | 18.5× | 2.9× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $199.4B | 79.4× | 40.2× | 2.2× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $185.4B | 37.1× | — | 4.1× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $177.4B | 47.9× | 31.6× | 5.5× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $167.6B | 23.6× | 16.1× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $158.8B | 39.2× | — | 5.8× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.2B | 28.1× | 16.1× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.2B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $118.7B | 34.1× | 26.8× | 6.0× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.3B | 24.9× | — | 4.9× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $96.2B | 23.0× | 16.9× | 1.8× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.4B | 32.6× | 23.3× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| VRT | $92.4B | 70.8× | 43.8× | 9.0× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| PWR | $92.2B | 90.7× | 45.8× | 3.2× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| JCI | $91.9B | 28.0× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $90.7B | 60.9× | 39.9× | 11.0× | 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 | $87.3B | 27.4× | 16.8× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.0B | 31.8× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $85.0B | 15.3× | 9.5× | 1.0× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $83.0B | 36.5× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $79.8B | 45.0× | 28.7× | 7.7× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| ZIP | $273M | — | — | 0.6× | -5.3% | 89.2% | -7.3% | 42.7% | -7.1% | -79.0× | 131 |
Peers = companies sharing ZIP'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.