The Idiot Index

Sector
Shareholder ExtractionApplied to companies whose primary cost basis is physical materials and manufacturing.

Shareholder Extraction in Hardware Manufacturing · FY 2023

34 of 45 companies · highest first
  1. 1
    BWXTBWX Technologies
    $27.62 to shareholders for every $1 in R&D
    sector median 3.4783Top 1%
    27.62
    × buybacks+dividends / R&D
  2. 2
    JBLJabil
    $14.06 to shareholders for every $1 in R&D
    sector median 3.4783Top 4%
    14.06
    × buybacks+dividends / R&D
  3. 3
    ITWIllinois Tool Works
    $10.31 to shareholders for every $1 in R&D
    sector median 3.4783Top 7%
    10.31
    × buybacks+dividends / R&D
  4. 4
    IRIngersoll Rand
    $10.07 to shareholders for every $1 in R&D
    sector median 3.4783Top 10%
    10.07
    × buybacks+dividends / R&D
  5. 5
    TTTrane Technologies
    $8.59 to shareholders for every $1 in R&D
    sector median 3.4783Top 13%
    8.5860
    × buybacks+dividends / R&D
  6. 6
    HIIHuntington Ingalls
    $8.44 to shareholders for every $1 in R&D
    sector median 3.4783Top 16%
    8.4412
    × buybacks+dividends / R&D
  7. 7
    JCIJohnson Controls
    $7.52 to shareholders for every $1 in R&D
    sector median 3.4783Top 19%
    7.5236
    × buybacks+dividends / R&D
  8. 8
    OTISOtis
    $7.03 to shareholders for every $1 in R&D
    sector median 3.4783Top 22%
    7.0314
    × buybacks+dividends / R&D
  9. 9
    EMREmerson
    $4.93 to shareholders for every $1 in R&D
    sector median 3.4783Top 25%
    4.9280
    × buybacks+dividends / R&D
  10. 10
    LMTLockheed Martin
    $4.68 to shareholders for every $1 in R&D
    sector median 3.4783Median range
    4.6847
    × buybacks+dividends / R&D

Not yet covered (11)

These companies are in the Hardware Manufacturing cohort but don't have a Shareholder Extraction computed for FY 2023. Either the underlying inputs aren't tagged in their XBRL filings, the DEF 14A pay-ratio narrative didn't parse cleanly, or this fiscal year hasn't been ingested for them yet.

What this measures

Full methodology →

Dollars sent to shareholders for every dollar invested in R&D.

Ratio
Shareholder Extraction
Sector
Hardware Manufacturing
Methodology version
v1.0.0
Formula
(Buybacks + Dividends) / R&DExpense
Sector context

Applied to companies whose primary cost basis is physical materials and manufacturing.

Whether the company invests in future productive capacity or extracts current value to shareholders. A ratio above 3.0 typically indicates an extraction-dominant capital allocation policy. A ratio below 1.0 indicates the company is investing more in its future than returning to shareholders.

Source data: PaymentsForRepurchaseOfCommonStock, PaymentsOfDividends, ResearchAndDevelopmentExpense (us-gaap) or equivalents in IFRS.