Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 8 filers · $28.3M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 8
Value held $28.3M
New positions 3
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (+2 vs prior Q) 0 (-4 vs prior Q) 0 (-1 vs prior Q) 2 (+1 vs prior Q) -25K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
GOLDMAN SACHS GROUP INC $13,235,023 214,000 46.84% Shares
Beta Wealth Group, Inc. $8,560,194 138,412 30.30% Shares
BANK OF AMERICA CORP /DE/ $4,329,150 70,000 15.32% Shares
GoalVest Advisory LLC $747,721 12,358 2.65% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $703,806 11,380 2.49% Shares
CITADEL ADVISORS LLC $348,254 5,631 1.23% Shares
Nalls Sherbakoff Group, LLC $318,630 5,152 1.13% Shares
UBS Group AG $12,369 200 0.04% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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