| Profitability | 30/100 |
| Growth | 44/100 |
| Momentum | 74/100 |
| Quality | 51/100 |
| Earnings Quality | 80/100 |
| Balance Sheet | 20/100 |
| Value | 53/100 |
| Risk (safety) | 15/100 |
| Overall | 32.1/100 |
| Symbol | IS Score |
|---|---|
| FE | 36 |
| CNP | 42 |
| PPL | 43 |
| ES | 42 |
| AEE | 43 |
| CMS | 37 |
| DTE | 32 |
These two disagree — business quality 32, price structure 70 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 32.1 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 39 → 40 → 32 → 32 | the direction matters more than the level |
| Technical vote share back above 50% | now 64% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,037 → now 1,037 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% |
|---|---|---|---|---|
| 2026 Q2 | 1,037 | 170.3M | $25.6B | 81.9% |
| 2026 Q1 | 989 | 166.7M | $24.0B | 80.1% |
| 2025 Q4 | 965 | 162.0M | $20.6B | 77.9% |
| 2025 Q3 | 921 | 165.1M | $22.3B | 79.3% |
| 2025 Q2 | 934 | 164.5M | $21.1B | 79.1% |
| 2025 Q1 | 921 | 162.0M | $22.1B | 77.9% |
| 2024 Q4 | 880 | 159.7M | $19.0B | 76.8% |
| 2024 Q3 | 845 | 158.7M | $19.5B | 76.3% |
| 2024 Q2 | 804 | 159.3M | $16.9B | 76.6% |
| 2024 Q1 | 792 | 159.0M | $17.1B | 76.4% |
| 2023 Q4 | 756 | 156.9M | $16.6B | 75.5% |
| 2023 Q3 | 711 | 155.6M | $14.6B | 74.8% |
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Brandon David | director | 2026-10-01 | A-Award | 294 | — | 17,515 |
| Torgow Gary | director | 2026-10-01 | A-Award | 294 | — | 7,689 |
| Lauer Trevor F | Vice Chairman & Group Pres. | 2026-09-01 | SELL | 5,000 | $0.68M | 73,122 |
| Brandon David | director | 2026-07-01 | A-Award | 241 | — | 17,087 |
| Torgow Gary | director | 2026-07-01 | A-Award | 241 | — | 7,339 |
| Muschong Lisa A. | VP, Corp Sec & Chief of Staff | 2026-05-14 | SELL | 1,000 | $0.14M | 6,233 |
| Mcgovern Gail J | director | 2026-05-08 | EXERCISE | 1,219 | — | 53,179 |
| Mcgovern Gail J | director | 2026-05-08 | EXERCISE | 1,219 | — | 1,219 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 6,000 | $0.8M | Counted |
| M — Exercises (paired A/D) | 5 | 6,918 | — | None — mechanics |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2024-09-09 | 2024-10-08 |
| Jonathan Jackson | House | SELL | $15,001 - $50,000 | 2023-09-26 | 2023-11-01 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2025-05-20 | 2025-06-14 |
| John Boozman | Senate | SELL | $1,001 - $15,000 | 2025-05-20 | 2025-06-13 |
| Manager | Shares | Value |
|---|---|---|
| Deprince Race & Zollo Inc | 194,059 | $24M |
| Wedge Capital Management L L P/Nc | 112,342 | $14M |
| Cyndeo Wealth Partners, Llc | 73,841 | $9M |
| Mn Services Vermogensbeheer B.V. | 60,535 | $7M |
| Czech National Bank | 59,789 | $7M |
| Wealth Enhancement Advisory Servic | 54,618 | $6M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $803M |
| VSMPX | 0.0% | $803M |
| VTSAX | 0.0% | $803M |
| VTI | 0.0% | $803M |
| VFFSX | 0.0% | $666M |
| VFIAX | 0.0% | $666M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.0M | 39 sh |
| Sgmt Sigma X2 | 1.7M | 45 sh |
| Ubsa Ubs Ats | 1.4M | 43 sh |
| Ebxl Level Ats | 1.2M | 31 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.8M | 32 sh |
| Mspl Ms Pool (Ats-4) | 0.7M | 148 sh |
Moat score 36/100 — None; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Gerardo Norcia | Executive Chairman |
| Joi Harris | President, Chief Executive Officer & Director |
| David Ruud | Vice Chairman & Chief Financial Officer |
| Trevor F. Lauer | Vice Chairman & Group President |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +31.0% | +28.5% | -33.7% | -2.3% | +26.9% |
| Gross profit | +1.7% | +10.0% | +18.0% | +0.3% | +209.6% |
| Operating income | -3.9% | +16.9% | +28.3% | -6.8% | +13.5% |
| Net income | -33.7% | +19.4% | +29.0% | +0.3% | +4.4% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 15.0 | 19.2 | 12.7 | 12.5 | 15.8 | |
| Cost of revenue | 11.6 | 15.6 | 8.4 | 8.1 | 2.4 | |
| Gross profit | 3.3 | 3.7 | 4.3 | 4.3 | 13.4 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.0 | -0.0 | 0.0 | 0.0 | 0.0 | |
| Operating income | 1.5 | 1.7 | 2.2 | 2.1 | 2.4 | |
| EBITDA | 2.7 | 3.3 | 4.0 | 4.1 | 4.0 | |
| D&A | 1.5 | 1.5 | 1.6 | 1.7 | 1.9 | |
| Pretax income | 0.7 | 1.1 | 1.6 | 1.4 | 1.6 | |
| Income tax | -0.1 | 0.0 | 0.2 | -0.0 | 0.1 | |
| Net income | 0.9 | 1.1 | 1.4 | 1.4 | 1.5 | |
| Diluted EPS ($) | 4.67 | 5.52 | 6.76 | 6.77 | 7.06 | |
| Diluted shares (M) | 194 | 196 | 206 | 207 | 207 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.0 | 0.0 | 0.2 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.2 | 1.8 | 1.8 | 2.1 | |
| Total current assets | 4.2 | 3.5 | 3.6 | 4.3 | |
| PP&E (net) | 28.9 | 28.3 | 31.1 | 0.0 | |
| Goodwill + intangibles | 2.2 | 2.1 | 2.1 | 2.2 | |
| Total assets | 42.7 | 44.8 | 48.8 | 54.1 | |
| Accounts payable | 1.6 | 1.4 | 1.4 | 1.8 | |
| Short-term debt | 2.3 | 3.4 | 2.4 | 2.3 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 5.2 | 5.9 | 5.1 | 5.4 | |
| Long-term debt | 16.9 | 17.4 | 20.7 | 24.0 | |
| Total liabilities | 32.3 | 33.7 | 37.1 | 41.8 | |
| Shareholders' equity | 10.4 | 11.1 | 11.7 | 12.3 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.1 | 1.4 | 1.4 | 1.5 | |
| D&A | 1.5 | 1.3 | 1.3 | 1.9 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.8) | 0.1 | 0.3 | (0.2) | |
| Operating cash flow | 2.0 | 3.2 | 3.6 | 3.4 | |
| Capital expenditures | (3.4) | (3.9) | (4.5) | (4.4) | |
| Investing cash flow | (3.4) | (4.1) | (5.0) | (5.3) | |
| Buybacks | (0.1) | 0.0 | 0.0 | 0.0 | |
| Dividends paid | (0.7) | (0.8) | (0.8) | (0.9) | |
| Debt issuance / (repay) | 1.0 | 1.7 | 2.2 | 3.0 | |
| Financing cash flow | 1.5 | 0.9 | 1.3 | 2.1 | |
| Free cash flow | (1.4) | (0.7) | (0.8) | (1.0) |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 8.6% | 11.3% | 13.0% | 12.3% | 12.2% | 11% | |
| ROA | 2.1% | 2.6% | 3.2% | 3.0% | 2.8% | 2.3% | |
| ROIC | 6.7% | 5.8% | 6.3% | 6.1% | 5.5% | 3.8% | |
| Gross margin | 22.3% | 19.1% | 34.0% | 34.8% | 84.9% | 36.7% | |
| Operating margin | 10.0% | 9.1% | 17.6% | 16.8% | 15.0% | 12.3% | |
| Net margin | 6.1% | 5.6% | 11.0% | 11.2% | 9.2% | 8.1% | |
| EBITDA margin | 18.3% | 16.9% | 31.1% | 32.5% | 25.0% | 26.3% | |
| FCF margin | -4.7% | -7.3% | -5.6% | -6.6% | -6.4% | — | |
| VALUATION | |||||||
| P/E | 22.77 | 19.80 | 15.20 | 17.24 | 18.26 | 20.4 | |
| P/B | 2.37 | 2.06 | 1.92 | 2.07 | 2.17 | 2.2 | |
| P/S | 1.38 | 1.12 | 1.67 | 1.94 | 1.71 | 1.66 | |
| P/FCF | -29.29 | -15.30 | -29.75 | -29.37 | -26.65 | -14.0 | |
| EV/EBITDA | 13.94 | 12.33 | 10.53 | 11.64 | 11.78 | 12.8 | |
| EV/Revenue | 2.60 | 2.11 | 3.31 | 3.81 | 3.39 | 3.4 | |
| Earnings yield | 4.4% | 5.1% | 6.6% | 5.8% | 5.5% | 4.89% | |
| FCF yield | -3.4% | -6.5% | -3.4% | -3.4% | -3.8% | -7.15% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.52 | 0.81 | 0.60 | 0.71 | 0.80 | 0.76 | |
| Quick ratio | 0.39 | 0.63 | 0.42 | 0.46 | 0.80 | 0.50 | |
| Debt / equity | 2.10 | 1.85 | 1.90 | 1.99 | 2.16 | 2.29 | |
| Debt / assets | 46.0% | 45.1% | 46.9% | 47.6% | 49.1% | 49.5% | |
| Net debt / EBITDA | 6.53 | 5.83 | 5.23 | 5.70 | 5.84 | 6.49 | |
| Interest coverage | 2.04 | 2.65 | 2.98 | 2.44 | 2.47 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.35 | 0.47 | 0.29 | 0.27 | 0.30 | 0.29 | |
| Receivables turnover | 9.25 | 9.92 | 6.42 | 6.89 | 8.10 | 8.3 | |
| DSO (days) | 39 | 37 | 57 | 53 | 45 | 44 | |
| DPO (days) | 38 | 35 | 64 | 62 | 59 | 60 | |
| Cash conversion cycle | 26 | 23 | 36 | 43 | 10 | 32 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 25.0% | 28.5% | -33.7% | -2.3% | 25.4% | — | |
| Net income growth | -33.7% | 19.4% | 29.0% | 0.5% | 4.1% | — | |
| EPS growth | -14.5% | 16.4% | 26.6% | 0.1% | 4.2% | — | |
| FCF growth | -340.6% | -98.7% | 49.0% | -15.4% | -21.6% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 4.59 | 5.35 | 6.77 | 6.78 | 7.06 | 6.34 | |
| Book value / share | 44.09 | 51.36 | 53.55 | 56.47 | 59.43 | 58.43 | |
| Revenue / share | 75.80 | 94.98 | 61.76 | 60.13 | 75.49 | 78.10 | |
| FCF / share | -3.57 | -6.92 | -3.46 | -3.98 | -4.84 | -9.28 | |
| Cash / share | 0.14 | 0.16 | 0.13 | 0.12 | 1.21 | 0.40 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.3% | 0.3% | 0.0% | 0.0% | 0.0% | — | |
| Altman Z-Score | 0.91 | 1.08 | 0.91 | 0.91 | 0.95 | 0.9 | |
| Piotroski F-Score | 5 | 8 | 5 | 4 | 6 | 5/9 | |
| Beneish M-Score | -2.36 | -2.57 | -2.73 | -2.61 | -1.05 | -2.09 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 0.9 | Distress (<1.81) | Distress |
| Income quality | 2.18 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.09 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.00 |
| Interest burden | 0.57 |
| Operating margin | 14.3% |
| Asset turnover | 0.31× |
| Financial leverage | 4.46× |
| = ROE | 11% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.19 |
| Earnings stability | 0.20 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | 0.1% |
| EPS CAGR 3y | 0.2% |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| FE | $26.7B | 24.6 | 8% | 7.9% | +12.6% | 4/9 | -0.3% |
| CNP | $26.7B | 23.9 | 10% | 11.3% | +7.1% | 7/9 | +2.8% |
| PPL | $26.5B | 27.6 | 9% | 10.9% | +6.7% | 6/9 | -2.7% |
| ES | $25.2B | 17.3 | 9% | 1.8% | +7.8% | 7/9 | -5.3% |
| AEE | $29.4B | 18.5 | 12% | 15.0% | +3.8% | 6/9 | — |
| CMS | $21.5B | 20.3 | 11% | 6.6% | +9.9% | 6/9 | — |
| EIX | $21.5B | 5.7 | 22% | 12.3% | +10.7% | 6/9 | — |
| PCG | $35.1B | 9.5 | 10% | 12.9% | +5.7% | 7/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $16.00B | $16.66B / $15.10B | $7.71 | $7.74 / $7.62 | 10 |
| FY2027 | $16.52B | $17.60B / $15.26B | $8.35 | $8.55 / $8.21 | 11 |
| FY2028 | $17.16B | $19.11B / $15.10B | $9.01 | $9.46 / $8.85 | 6 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $135.83 | +4.7% | 6 |
| Last Quarter | $144.33 | +11.3% | 12 |
| Last Year | $150.54 | +16.0% | 41 |
| All Time | $144.09 | +11.1% | 75 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $125.35 | +4.38 | +3.49% | Above |
| SMA 50 | $131.55 | -1.82 | -1.38% | Below |
| SMA 200 | $140.72 | -10.99 | -7.81% | Below |
| EMA 9 | $127.80 | +1.93 | +1.51% | Above |
| EMA 21 | $127.62 | +2.11 | +1.65% | Above |
| EMA 50 | $131.33 | -1.60 | -1.22% | Below |
| EMA 200 | $137.65 | -7.92 | -5.75% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $128.77 / $129.81 / $131.29 | S1 / S2 | $127.29 / $126.25 |
| Bollinger (20,2) | $119.75 – $130.95 | Squeeze | Off |
| 52-wk range | $119.68 – $155.75 | Off 52-wk high | -16.7% |
| ATR (14) | $2.12 (1.6%) | Historical vol | 16.7% |
| Computed from live weekly prices | DTE | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.39% | 1.83% |
| Best / worst week (1y) | +3.9% / -6.3% | — |
| Max drawdown (5y, monthly) | -37.3% | — |
| 1-week VaR (95%) | -4.7% | — |
| Beta (5y) | 0.39 | 1.00 |
| Reading | DTE | Regulated Electric n=445 | Utilities n=1,247 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -8.9 | -9.5 | -13.6 | -20.5 |
| Trend | +0.0 | -2.4 | -17.2 | -21.3 |
| Momentum | +42.1 | +7.1 | -4.2 | -15.8 |
| Volume | -43.0 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Gerardo Norcia President and Chief Executive | $11.1M | 77% equity+incentive |
| David E. Meador Vice Chairman and Chief Admi | $4.8M | 60% equity+incentive |
| Trevor F. Lauer President and Chief Operatin | $3.3M | 57% equity+incentive |
| David Ruud Senior Vice President and Chief F | $3.2M | 58% equity+incentive |
| Mark W. Stiers President and Chief Operating | $2.5M | 66% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 60 |
| Social | 77 |
| Governance | 75 |
| Composite ESG | 71 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-07-28 to 2026-04-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 114 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-07 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.