CRVL CorVel Corp. - Common Stock
NASDAQ · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$75.47
· of 52w range
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· to high
$45.0352w low
$79.4352w high
Market Cap (MRQ)
$3.82B
P/E (TTM)
33.5
EPS (TTM)
$2.25
Revenue (TTM)
$984M
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52W Range
$45–$79
Analyst Rating
·
Price Target
·
P/E
33.5
ROE
30.7%
Net Profit Margin
11.7%
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CRVL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$75.47
Market Cap (MRQ)
$3.82B
P/E (TTM)
33.5
EPS (TTM)
$2.25
Revenue (TTM)
$984M
ROE (TTM)
30.7%
52W Range
$45–$79
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Dec. 26, 2024 | 3-for-1 | Forward |
| June 27, 2013 | 2-for-1 | Forward |
| Dec. 11, 2006 | 3-for-2 | Forward |
| Sept. 4, 2001 | 3-for-2 | Forward |
| June 15, 1999 | 2-for-1 | Forward |
About CorVel Corp. - Common Stock Company overview from Wikipedia
CorVel Corporation is an American technology company.
History
In 1987, Gordon Clemons joined with Jim Michael and Jeffrey Michael, investors from Minnesota, and founded CorVel Corporation (originally named FORTIS). Three small vocational rehabilitation firms were consolidated to form the initial foundation of the new company, valued at approximately $2 million with over 200 associates.
Within two years, the company expanded to 51 American locations, and they entered the medical bill review and medical case management business.
In 1991, the company first issued stock to the public and began trading on the NASDAQ at a market capitalization value of $46 million. The offering raised $3.5 million, net of the repayment of venture funding. The following year, the Fortis name was sold, raising $4 million and the company changed its name to CorVel Corporation. With the funding from the name sale, CorVel began building a national preferred provider organization (PPO).
During the mid '90s, CorVel doubled its office network again, and expanded its software offerings. PPO services became an important part of most healthcare management sales. Out of network medical review was added to the portfolio of provider programs.
By 2005, CorVel grew to over 2,000 clients and 15% compounded annual stock growth.
In March 2009, the company continued to expand its workers' compensation claims management solutions. During the March quarter, CorVel completed the acquisition of a third party administrator (TPA) in New York, the company's third acquisition in its TPA expansion effort. Software development efforts have been focused on the incorporation of artificial intelligence capabilities and workflow management tools in to the claims' management systems in order to enable CorVel's unique process.
In August 2010, CorVel introduced a provider look up app that can be accessed in the Apple Store and Google Play. This mobile app provides access to locate network doctors, specialists, hospitals and other facilities near the user.
In August 2011, the company also introduced a claim intake app available from Apple that provides mobile access to report workplace incidents and injuries.
In March 2012, the company announced revenues for the quarter ended March 31, 2012, that were a 4% increase over the previous quarter in 2011.
In September 2014, CorVel released a new app (My Care) that provides online access to view indemnity payments, access pharmacy cards, review treatment guidelines and review details of the workplace injury claim. The newest feature of the app provides Touch ID for iPhones that provides secure fingerprint access on iOS devices.
In August 2015, the company announced Telehealth Services as part of their existing Enterprise Comp claims management model to offer immediate access to medical providers for injured workers.
Operations
CorVel had revenues of $592 million for fiscal year ending March 31, 2020.
CorVel is licensed to do business in all 50 states, the District of Columbia and Puerto Rico.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorHealth Care
industryHealth Care
employees5,239
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$959M2017-03-31 → 2026-03-31
EPS$2.142017-03-31 → 2026-03-31
Free Cash Flow$110M2017-03-31 → 2026-03-31
Net margin11.7%2019-03-31 → 2026-03-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CRVL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 33.55Y avg ≈42.4 | ≈42.4 | 27.5 | Fair value | |
| P/S (TTM) | 3.95Y avg ≈2.9 | ≈2.9 | 2.1 | Overvalued | |
| P/B (MRQ) | 9.35Y avg ≈8.2 | ≈8.2 | 4.2 | Overvalued | |
| Price / FCF (TTM) | 33.55Y avg ≈31.1 | ≈31.1 | · | · | |
| Price / Cash Flow (TTM) | 25.45Y avg ≈21.2 | ≈21.2 | 17.9 | Fair value | |
| Price / Tangible Book (MRQ) | 9.35Y avg ≈9.5 | ≈9.5 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CRVL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 24.8%5Y avg ≈23.0% | ≈23.0% | 29.3% | In line | |
| EBITDA Margin | 3.3%5Y avg ≈3.4% | ≈3.4% | 5.7% | Weak | |
| Pretax Margin (TTM) | 15.4%5Y avg ≈13.0% | ≈13.0% | 5.7% | Top tier | |
| Net Profit Margin (TTM) | 11.7%5Y avg ≈10.2% | ≈10.2% | 4.6% | Top tier | |
| ROA (TTM) | 17.9%5Y avg ≈17.6% | ≈17.6% | 1.7% | Top tier | |
| ROE (TTM) | 30.7%5Y avg ≈31.2% | ≈31.2% | 4.9% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CRVL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.95Y avg ≈1.7 | ≈1.7 | 1.6 | Strong liquidity | |
| Quick Ratio | 1.55Y avg ≈1.2 | ≈1.2 | 1.3 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CRVL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.0%5Y avg ≈11.7% | ≈11.7% | · | · | |
| Revenue CAGR 3Y | 10.1%5Y avg ≈11.5% | ≈11.5% | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | |
| EPS YoY | 16.9%5Y avg ≈7.2% | ≈7.2% | · | · | |
| Net Income YoY | 16.0%5Y avg ≈19.8% | ≈19.8% | · | · | |
| EPS CAGR 3Y | 19.3%5Y avg ≈-6.0% | ≈-6.0% | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | |
| Net Income CAGR 3Y | 18.5%5Y avg ≈16.4% | ≈16.4% | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CRVL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.65Y avg ≈1.7 | ≈1.7 | 1.5 | In line | |
| Receivables Turnover | 9.35Y avg ≈8.9 | ≈8.9 | 9.9 | In line | |
| Revenue / Employee | ≈$183.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Dec. 31, 2026 | May 20, 2026 | $0.61 | — | — |
| Sept. 30, 2026 | Nov 2, 2026 | $0.47 | — | — |
| Sept. 30, 2025 | $0.46 | — | — | |
| March 31, 2025 | $1.25 | — | — | |
| Sept. 30, 2024 | $0.99 | — | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Cost of Revenue | $726M | $686M | $624M | $560M | $494M | $429M | $466M | $471M | $451M | $414M | |
| Gross Profit | $233M | $210M | $172M | $158M | $152M | $124M | $126M | $125M | $107M | $105M | |
| SG&A Expense | $90M | $89M | $77M | $74M | $68M | $64M | $65M | $63M | $59M | $57M | |
| Pretax Income | $143M | $121M | $95M | $85M | $85M | $59M | $61M | $62M | $48M | $48M | |
| Income Tax | $33M | $26M | $19M | $18M | $18M | $13M | $13M | $15M | $12M | $18M | |
| Net Income | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| EPS (Basic) | $2.15 | $1.85 | $1.48 | $1.28 | $3.74 | $2.59 | $2.59 | $2.48 | $1.90 | $1.52 | |
| EPS (Diluted) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 | |
| Shares (Basic) | 51,283,000 | 51,379,000 | 51,366,000 | 51,984,000 | 17,753,000 | 17,930,000 | 18,326,000 | 18,794,000 | 18,825,000 | 19,418,000 | |
| Shares (Diluted) | 51,625,000 | 51,994,000 | 52,041,000 | 52,776,000 | 18,127,000 | 18,166,000 | 18,602,000 | 19,008,000 | 19,042,000 | 19,570,000 | |
| EBITDA | $32M | $30M | $26M | $25M | $24M | $23M | · | $23M | $22M | $21M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $233M | $171M | $106M | $71M | $98M | $140M | $83M | $92M | $56M | $29M | |
| Receivables | $101M | $104M | $97M | $81M | $83M | $65M | $66M | $71M | $65M | $63M | |
| Prepaid Expense | $12M | $11M | $11M | $11M | $15M | $8M | $11M | $7M | $7M | $5M | |
| Current Assets | $462M | $387M | $302M | $244M | $265M | $269M | $209M | $215M | $163M | $129M | |
| PP&E (Net) | $118M | $92M | $86M | $83M | $76M | $71M | $76M | $62M | $69M | $63M | |
| PP&E (Gross) | $381M | $334M | $309M | $300M | $284M | $259M | $243M | $240M | $231M | $207M | |
| Accum. Depreciation | $263M | $241M | $223M | $217M | $208M | $189M | $167M | $178M | $161M | $144M | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | |
| Intangibles | $263.0K | $438.0K | $821.0K | $1M | $2M | $2M | $3M | $3M | $3M | $4M | |
| Other Non-current Assets | $618.0K | $454.0K | $1M | $1M | $481.0K | $345.0K | $1M | $756.0K | $1M | $3M | |
| Total Assets | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Accounts Payable | $24M | $15M | $16M | $15M | $14M | $12M | $15M | $10M | $12M | $14M | |
| Accrued Liabilities | $204M | $187M | $168M | $153M | $157M | $149M | $117M | $105M | $85M | $73M | |
| Current Liabilities | $228M | $204M | $184M | $168M | $171M | $162M | $134M | $117M | $98M | $90M | |
| Capital Leases | $21M | $20M | $23M | $24M | $30M | $42M | $85M | $0 | · | · | |
| Deferred Tax | · | · | · | $0 | $2M | $0 | $8M | $6M | $5M | $7M | |
| Total Liabilities | $249M | $224M | $207M | $192M | $203M | $204M | $227M | $123M | $103M | $97M | |
| Common Stock | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | |
| Retained Earnings | $1.01B | $903M | $808M | $732M | $665M | $599M | $553M | $505M | $458M | $423M | |
| Treasury Stock | $888M | $832M | $794M | $748M | $655M | $564M | $532M | $466M | $431M | $420M | |
| Stockholders' Equity | $394M | $322M | $248M | $202M | $212M | $220M | $190M | $195M | $171M | $139M | |
| Liabilities + Equity | $643M | $546M | $455M | $394M | $415M | $425M | $416M | $318M | $274M | $235M | |
| Shares Outstanding | 50,909,297 | 51,359,544 | 51,386,688 | 17,169,500 | 17,569,087 | 17,876,090 | 17,968,966 | 18,557,794 | 18,912,907 | 18,937,233 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $32M | $30M | $26M | $25M | $24M | $23M | $23M | $23M | $22M | $21M | |
| Stock-based Comp | $5M | $6M | $5M | $6M | $5M | $5M | $4M | $4M | $3M | $2M | |
| Deferred Tax | $5M | $-5M | $-3M | $-2M | $2M | $-8M | $1M | $1M | $-874.0K | $-1M | |
| Amort. of Intangibles | $175.0K | $383.0K | $423.0K | $425.0K | $435.0K | $435.0K | $435.0K | $440.0K | $437.0K | $437.0K | |
| Other Non-cash | $3M | $2M | $-5M | $-13M | $-31M | $28M | · | $3M | $2M | $413.0K | |
| Operating Cash Flow | $156M | $127M | $99M | $82M | $67M | $94M | $81M | $79M | $62M | $52M | |
| CapEx | $45M | $36M | $29M | $26M | $30M | $17M | $32M | $15M | $28M | $31M | |
| Investing Cash Flow | $-45M | $-36M | $-29M | $-26M | $-30M | $-17M | $-32M | $-15M | $-28M | $-31M | |
| Stock Repurchased | $56M | $38M | $46M | $94M | $90M | $33M | $66M | $35M | $11M | $28M | |
| Net Stock Activity | $-56M | $-38M | $-46M | $-94M | $-90M | $-33M | · | $-35M | $-11M | $-28M | |
| Financing Cash Flow | $-48M | $-27M | $-36M | $-82M | $-80M | $-21M | $-57M | $-27M | $-7M | $-25M | |
| Net Change in Cash | $62M | $65M | $34M | $-26M | $-42M | $56M | $-8M | $36M | $27M | $-4M | |
| Taxes Paid | $31M | $28M | $23M | · | · | · | · | · | · | · | |
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M | $77M | · | $63M | $34M | $21M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% | 22.4% | · | 20.9% | · | · | |
| Net Margin | 11.5% | 10.6% | 9.6% | 9.2% | 10.3% | 8.4% | · | 7.8% | · | · | |
| Pretax Margin | 14.9% | 13.5% | 12.0% | 11.8% | 13.1% | 10.7% | · | 10.3% | · | · | |
| EBITDA Margin | 3.3% | 3.3% | 3.3% | 3.5% | 3.7% | 4.2% | · | 3.9% | · | · | |
| ROA | 18.6% | 19.0% | 18.0% | 16.4% | 15.8% | 11.0% | · | 15.8% | 14.0% | 12.9% | |
| ROE | 29.1% | 30.6% | 31.7% | 33.4% | 31.1% | 21.6% | · | 24.1% | 21.5% | 21.8% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 | 1.7 | · | 1.8 | 1.7 | 1.4 | |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 | 1.3 | · | 1.4 | 1.2 | 1.0 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 1.8 | 1.9 | 1.8 | 1.5 | 1.3 | · | 2.0 | · | · | |
| Receivables Turnover | 9.3 | 8.9 | 8.9 | 8.8 | 8.8 | 8.5 | · | 8.7 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $7.74 | $6.27 | $14.46 | $11.78 | $12.09 | $12.33 | · | $10.50 | $9.05 | $7.32 | |
| Revenue / Share | $18.57 | $17.22 | $45.85 | $40.85 | $35.65 | $30.42 | · | $31.34 | · | · | |
| Cash Flow / Share | $3.01 | $2.45 | $5.72 | $4.68 | $3.71 | $5.20 | · | $4.14 | $3.26 | $2.66 | |
| Cash / Share | $4.58 | $3.32 | $6.16 | $4.15 | $5.55 | $7.82 | · | $4.94 | $2.95 | $1.51 | |
| EPS (TTM) | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 | $2.55 | $2.55 | $2.46 | $1.87 | $1.51 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.0% | 12.6% | 10.7% | 11.2% | 16.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 10.1% | 11.5% | 12.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 16.9% | 24.5% | 16.7% | -65.6% | 43.5% | · | · | · | · | · | |
| EPS CAGR 3Y | 19.3% | -20.6% | -16.8% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -3.5% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.0% | 24.8% | 14.9% | -0.07% | 43.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 18.5% | 12.7% | 18.1% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 18.9% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $959M | $896M | $795M | $719M | $646M | $553M | $592M | $596M | $558M | $519M | |
| Net Income TTM | $110M | $95M | $76M | $66M | $66M | $46M | $47M | $47M | $36M | $29M | |
| Market Cap | $2.78B | $5.75B | $1.50B | $1.09B | $986M | $611M | · | $404M | $319M | $275M | |
| P/E | 25.5 | 61.2 | 59.6 | 50.3 | 15.3 | 13.4 | 7.1 | 8.8 | 9.0 | 9.6 | |
| P/S | 2.9 | 6.4 | 1.9 | 1.5 | 1.5 | 1.1 | · | 0.7 | 0.6 | 0.5 | |
| P/B | 7.1 | 17.9 | 6.1 | 5.4 | 4.6 | 2.8 | · | 2.1 | 1.9 | 2.0 | |
| P / Tangible Book | 7.8 | 20.2 | 7.1 | 6.6 | 5.7 | 3.4 | · | · | · | · | |
| P / Cash Flow | 17.9 | 45.2 | 15.1 | 13.2 | 14.7 | 6.5 | · | 5.1 | 5.1 | 5.3 | |
| P / FCF | 25.2 | 62.8 | 21.4 | 19.5 | 26.4 | 7.9 | · | 6.4 | 9.2 | 13.1 | |
| Earnings Yield | 3.9% | 1.6% | 1.7% | 2.0% | 6.5% | 7.5% | 14.0% | 11.3% | 11.1% | 10.4% |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260M | $249M | $236M | $240M | $235M | $232M | $228M | $224M | $212M | $207M | $202M | $196M | $190M | $185M | $179M | $177M | |
| Cost of Revenue | $192M | $186M | $181M | $181M | $178M | $174M | $175M | $174M | $164M | $164M | $160M | $151M | $148M | $143M | $139M | $141M | |
| Gross Profit | $68M | $63M | $55M | $58M | $57M | $58M | $53M | $51M | $48M | $43M | $42M | $44M | $42M | $42M | $40M | $36M | |
| SG&A Expense | $24M | $23M | $23M | $22M | $21M | $25M | $22M | $22M | $20M | $21M | $20M | $20M | $16M | $19M | $18M | $18M | |
| Pretax Income | $43M | $40M | $32M | $36M | $35M | $33M | $31M | $29M | $28M | $23M | $22M | $25M | $25M | $23M | $22M | $19M | |
| Income Tax | $11M | $9M | $8M | $8M | $8M | $7M | $7M | $5M | $6M | $3M | $5M | $5M | $6M | $4M | $5M | $4M | |
| Net Income | $32M | $31M | $24M | $28M | $27M | $26M | $24M | $23M | $22M | $19M | $17M | $20M | $20M | $18M | $17M | $15M | |
| EPS (Basic) | $0.63 | $0.61 | $0.47 | $0.54 | $0.53 | $0.51 | $0.46 | $0.46 | $0.42 | $-1.17 | $0.33 | $1.16 | $1.16 | $-1.49 | $0.98 | $0.84 | |
| EPS (Diluted) | $0.63 | $0.61 | $0.47 | $0.54 | $0.52 | $0.50 | $0.46 | $0.45 | $0.42 | $-1.15 | $0.33 | $1.15 | $1.14 | $-1.47 | $0.96 | $0.83 | |
| Shares (Basic) | 50,804,000 | · | 51,317,000 | 51,314,000 | 51,352,000 | · | 51,388,000 | 51,399,000 | 51,366,000 | · | 51,318,000 | 17,123,000 | 17,144,000 | · | 17,245,000 | 17,386,000 | |
| Shares (Diluted) | 50,928,000 | · | 51,582,000 | 51,723,000 | 51,912,000 | · | 52,038,000 | 52,023,000 | 51,939,000 | · | 51,978,000 | 17,346,000 | 17,385,000 | · | 17,487,000 | 17,650,000 | |
| EBITDA | $9M | · | · | · | $8M | · | · | · | $7M | · | · | · | $6M | · | · | · |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $233M | $230M | $207M | $202M | $171M | $163M | $138M | $132M | $106M | $107M | $92M | $87M | · | $78M | $76M | |
| Receivables | $111M | $101M | $102M | $105M | $102M | $104M | $106M | $102M | $98M | $97M | $93M | $87M | $84M | · | $83M | $85M | |
| Prepaid Expense | $11M | $12M | $16M | $10M | $9M | $11M | $15M | $13M | $10M | $11M | $14M | $13M | $12M | · | $13M | $12M | |
| Current Assets | $505M | $462M | $464M | $434M | $422M | $387M | $383M | $363M | $333M | $302M | $294M | $282M | $268M | · | $257M | $248M | |
| PP&E (Net) | $122M | $118M | $114M | $111M | $108M | $92M | $91M | $89M | $87M | $86M | $85M | $85M | $84M | · | $82M | $83M | |
| PP&E (Gross) | · | $381M | · | · | · | $334M | · | · | · | $309M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $263M | · | · | · | $241M | · | · | · | $223M | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | $37M | · | $37M | $37M | |
| Intangibles | $219.0K | $263.0K | $307.0K | $350.0K | $394.0K | $438.0K | $505.0K | $611.0K | $716.0K | $821.0K | $927.0K | $1M | $1M | · | $1M | $1M | |
| Other Non-current Assets | $1M | $618.0K | $423.0K | $490.0K | $512.0K | $454.0K | $462.0K | $679.0K | $1M | $1M | $1M | $1M | $723.0K | · | $778.0K | $797.0K | |
| Total Assets | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Accounts Payable | $20M | $24M | $26M | $19M | $21M | $15M | $15M | $14M | $12M | $16M | $15M | $15M | $15M | · | $15M | $17M | |
| Accrued Liabilities | $230M | $204M | $220M | $207M | $205M | $187M | $200M | $199M | $182M | $168M | $173M | $171M | $167M | · | $170M | $158M | |
| Current Liabilities | $260M | $228M | $250M | $230M | $235M | $204M | $217M | $213M | $201M | $184M | $188M | $186M | $188M | · | $186M | $176M | |
| Capital Leases | $21M | $21M | $19M | $19M | $20M | $20M | $21M | $23M | $22M | $23M | $23M | $25M | $23M | · | $26M | $25M | |
| Total Liabilities | $281M | $249M | $269M | $249M | $255M | $224M | $238M | $236M | $222M | $207M | $211M | $212M | $211M | · | $213M | $202M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | |
| Retained Earnings | $1.05B | $1.01B | $982M | $958M | $930M | $903M | $877M | $853M | $829M | $808M | $788M | $771M | $751M | · | $713M | $697M | |
| Treasury Stock | $910M | $888M | $868M | $854M | $841M | $832M | $823M | $813M | $803M | · | $785M | $775M | $766M | · | $730M | $707M | |
| Stockholders' Equity | $409M | $394M | $376M | $363M | $343M | $322M | $301M | $283M | $264M | $248M | $234M | $223M | $207M | $202M | $195M | $198M | |
| Liabilities + Equity | $690M | $643M | $645M | $612M | $597M | $546M | $539M | $519M | $486M | $455M | $445M | $434M | $418M | · | $408M | $400M | |
| Shares Outstanding | 50,596,284 | 50,909,297 | 51,143,561 | 51,293,374 | 51,325,363 | 51,359,544 | 51,367,173 | 17,135,160 | 17,123,561 | 51,386,688 | 17,099,318 | 17,119,483 | 17,113,915 | · | 17,180,180 | 17,314,186 |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $950.0K | |
| Deferred Tax | $-340.0K | $6M | $-341.0K | $-349.0K | $-355.0K | $-4M | $-456.0K | $-370.0K | $-268.0K | $-2M | $-270.0K | $-325.0K | $-328.0K | $-907.0K | $-424.0K | $-238.0K | |
| Other Non-cash | $8M | · | · | · | $19M | · | · | · | $11M | · | · | · | $9M | · | · | · | |
| Operating Cash Flow | $50M | $29M | $46M | $25M | $55M | $23M | $42M | $22M | $40M | $15M | $29M | $18M | $37M | $13M | $30M | $10M | |
| CapEx | $7M | $9M | $11M | $10M | $15M | $9M | $10M | $10M | $8M | $10M | $7M | $7M | $5M | $7M | $6M | $5M | |
| Investing Cash Flow | $-7M | $-9M | $-11M | $-10M | $-15M | $-9M | $-10M | $-10M | $-8M | $-10M | $-7M | $-7M | $-5M | $-7M | $-6M | $-5M | |
| Stock Repurchased | $22M | $20M | $14M | $13M | $10M | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $18M | $19M | $23M | $26M | |
| Net Stock Activity | $-22M | · | · | · | $-10M | · | · | · | $-10M | · | · | · | $-18M | · | · | · | |
| Financing Cash Flow | $-20M | $-17M | $-13M | $-10M | $-8M | $-7M | $-8M | $-6M | $-6M | $-7M | $-7M | $-6M | $-16M | $-12M | $-22M | $-23M | |
| Net Change in Cash | $23M | $3M | $23M | $5M | $31M | $8M | $25M | $6M | $26M | $-1M | $15M | $5M | $15M | $-7M | $2M | $-19M | |
| Free Cash Flow | $43M | · | · | · | $40M | · | · | · | $33M | · | · | · | $32M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 26.1% | · | 23.3% | 24.3% | 24.2% | · | 23.2% | 22.6% | 22.7% | · | 20.8% | 22.6% | 22.0% | · | 22.5% | 20.3% | |
| Net Margin | 12.4% | · | 10.3% | 11.6% | 11.6% | · | 10.4% | 10.4% | 10.2% | · | 8.5% | 10.2% | 10.4% | · | 9.4% | 8.3% | |
| Pretax Margin | 16.7% | · | 13.7% | 15.0% | 15.0% | · | 13.5% | 12.8% | 13.2% | · | 11.1% | 12.6% | 13.4% | · | 12.4% | 10.4% | |
| EBITDA Margin | 3.4% | · | · | · | 3.2% | · | · | · | 3.2% | · | · | · | 3.4% | · | · | · | |
| ROA | 5.0% | · | 4.1% | 4.9% | 5.0% | · | 4.8% | 4.9% | 4.8% | · | 4.0% | 4.8% | 4.8% | · | 4.0% | 3.5% | |
| ROE | 8.6% | · | 7.1% | 8.6% | 9.0% | · | 8.9% | 9.3% | 9.2% | · | 8.0% | 9.5% | 9.6% | · | 8.2% | 7.0% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.7 | 1.7 | · | 1.6 | 1.5 | 1.4 | · | 1.4 | 1.4 | |
| Quick Ratio | 1.4 | · | 1.3 | 1.4 | 1.3 | · | 1.2 | 1.1 | 1.1 | · | 1.1 | 1.0 | 0.9 | · | 0.9 | 0.9 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | |
| Receivables Turnover | 2.4 | · | 2.3 | 2.3 | 2.4 | · | 2.3 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.3 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $8.08 | · | $7.35 | $7.07 | $6.67 | · | $5.86 | $16.50 | $15.41 | · | $13.66 | $13.00 | $12.09 | · | $11.34 | $11.43 | |
| Revenue / Share | $5.10 | · | $4.57 | $4.63 | $4.52 | · | $4.38 | $12.94 | $12.23 | · | $11.68 | $11.27 | $10.94 | · | $10.26 | $10.05 | |
| Cash Flow / Share | $0.98 | · | · | · | $1.06 | · | · | · | $2.34 | · | · | · | $2.11 | · | · | · | |
| Cash / Share | $5.06 | · | $4.50 | $4.04 | $3.94 | · | $3.17 | $8.07 | $7.70 | · | $6.26 | $5.36 | $5.06 | · | $4.54 | $4.37 | |
| EPS (TTM) | $2.25 | · | $2.03 | $2.02 | $1.93 | · | $0.18 | $0.05 | $0.75 | · | $1.15 | $1.78 | $1.46 | · | $3.83 | $3.63 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $984M | · | $941M | $934M | $919M | · | $871M | $846M | $817M | · | $774M | $751M | $733M | · | $704M | $690M | |
| Net Income TTM | $115M | · | $106M | $105M | $101M | · | $88M | $82M | $78M | · | $75M | $75M | $69M | · | $68M | $65M | |
| Market Cap | $3.16B | · | $3.46B | $3.97B | $5.28B | · | $5.72B | $1.87B | $1.45B | · | $1.41B | $1.12B | $1.10B | · | $832M | $799M | |
| P/E | 27.8 | · | 33.3 | 38.3 | 53.3 | · | 618.1 | 2179.3 | 113.0 | · | 71.7 | 36.8 | 44.2 | · | 12.6 | 12.7 | |
| P/S | 3.2 | · | 3.7 | 4.3 | 5.7 | · | 6.6 | 2.2 | 1.8 | · | 1.8 | 1.5 | 1.5 | · | 1.2 | 1.2 | |
| P/B | 7.7 | · | 9.2 | 10.9 | 15.4 | · | 19.0 | 6.6 | 5.5 | · | 6.0 | 5.0 | 5.3 | · | 4.3 | 4.0 | |
| P / Tangible Book | 8.5 | · | 10.2 | 12.2 | 17.3 | · | 21.7 | 7.6 | 6.4 | · | 7.2 | 6.1 | 6.5 | · | 5.3 | 5.0 | |
| P / Cash Flow | 63.4 | · | · | · | 95.9 | · | · | · | 35.9 | · | · | · | 30.1 | · | · | · | |
| Earnings Yield | 3.6% | · | 3.0% | 2.6% | 1.9% | · | 0.16% | 0.05% | 0.88% | · | 1.4% | 2.7% | 2.3% | · | 7.9% | 7.9% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Revenue | $959M | $896M | $795M | $719M | $646M |
| Gross Margin % | 24.3% | 23.4% | 21.6% | 22.0% | 23.5% |
| Net Income | $110M | $95M | $76M | $66M | $66M |
| Diluted EPS | $2.14 | $1.83 | $1.47 | $1.26 | $3.66 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.9 | 1.6 | 1.5 | 1.5 |
| Quick Ratio | 1.5 | 1.3 | 1.1 | 0.9 | 1.1 |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $110M | $92M | $70M | $56M | $37M |
Institutional owners (13F) 302 filers · $1.9B total · As of Sept. 30, 2026
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
302
Value held
$1.9B
New positions
39
Exited positions
30
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 39 (-14 vs prior Q) | 30 (-10 vs prior Q) | 127 (+4 vs prior Q) | 72 (-4 vs prior Q) | +731K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $321,315,654 | 5,139,406 | 16.49% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $284,540,719 | 4,551,195 | 14.60% | Shares |
| VANGUARD GROUP INC | $219,326,049 | 3,241,112 | 11.25% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $107,526,648 | 1,719,876 | 5.52% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $95,626,216 | 1,529,530 | 4.91% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $81,169,841 | 1,298,302 | 4.16% | Shares |
| STATE STREET CORP | $80,603,722 | 1,289,247 | 4.14% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $71,026,948 | 1,136,109 | 3.64% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $63,378,741 | 1,013,570 | 3.25% | Shares |
| MORGAN STANLEY | $40,994,405 | 655,700 | 2.10% | Shares |
| WELLS FARGO & COMPANY/MN | $28,330,876 | 453,149 | 1.45% | Shares |
| Boston Trust Walden Corp | $25,946,613 | 415,013 | 1.33% | Shares |
| NORTHERN TRUST CORP | $25,658,959 | 410,412 | 1.32% | Shares |
| Owls Nest Partners IA, LLC | $25,487,591 | 407,671 | 1.31% | Shares |
| ALGERT GLOBAL LLC | $23,971,356 | 383,419 | 1.23% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $22,444,629 | 358,999 | 1.15% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19,559,069 | 312,845 | 1.00% | Shares |
| RAYMOND JAMES FINANCIAL INC | $16,975,180 | 271,516 | 0.87% | Shares |
| GOLDMAN SACHS GROUP INC | $15,738,347 | 251,733 | 0.81% | Shares |
| MARSHALL WACE, LLP | $13,872,125 | 221,883 | 0.71% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $13,710,073 | 219,291 | 0.70% | Shares |
| Bank of New York Mellon Corp | $11,438,846 | 182,963 | 0.59% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $11,378,265 | 181,994 | 0.58% | Shares |
| Rockefeller Capital Management L.P. | $9,384,502 | 150,104 | 0.48% | Shares |
| TWO SIGMA INVESTMENTS, LP | $9,090,971 | 145,409 | 0.47% | Shares |
| NORGES BANK | $8,652,768 | 138,400 | 0.44% | Shares |
| Creative Planning | $8,255,459 | 132,045 | 0.42% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8,174,052 | 130,743 | 0.42% | Shares |
| BANK OF AMERICA CORP /DE/ | $8,072,707 | 129,122 | 0.41% | Shares |
| Invesco Ltd. | $7,299,397 | 116,753 | 0.37% | Shares |
| Grantham, Mayo, Van Otterloo & Co. LLC | $7,253,695 | 116,022 | 0.37% | Shares |
| JPMORGAN CHASE & CO | $6,779,651 | 108,597 | 0.35% | Shares |
| Public Sector Pension Investment Board | $6,693,829 | 107,067 | 0.34% | Shares |
| Quantinno Capital Management LP | $6,610,365 | 105,732 | 0.34% | Shares |
| Granahan Investment Management, LLC | $6,600,174 | 105,569 | 0.34% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,381,416 | 102,070 | 0.33% | Shares |
| Assenagon Asset Management S.A. | $6,374,039 | 101,952 | 0.33% | Shares |
| MILLENNIUM MANAGEMENT LLC | $6,302,329 | 100,805 | 0.32% | Shares |
| UBS Group AG | $6,239,933 | 99,807 | 0.32% | Shares |
| Cubist Systematic Strategies, LLC | $5,279,083 | 68,188 | 0.27% | Shares |
| West Coast Financial LLC | $4,984,009 | 44,512 | 0.26% | Shares |
| Nuveen, LLC | $4,970,778 | 79,507 | 0.26% | Shares |
| RHUMBLINE ADVISERS | $4,969,504 | 79,487 | 0.25% | Shares |
| Qube Research & Technologies Ltd | $4,960,462 | 79,342 | 0.25% | Shares |
| ALLIANCEBERNSTEIN L.P. | $4,790,619 | 87,660 | 0.25% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $4,619,790 | 73,893 | 0.24% | Shares |
| Russell Investments Group, Ltd. | $4,598,533 | 73,553 | 0.24% | Shares |
| Legal & General Group Plc | $4,263,238 | 68,190 | 0.22% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4,250,349 | 77,774 | 0.22% | Shares |
| SEI INVESTMENTS CO | $4,162,656 | 66,581 | 0.21% | Shares |
Company insiders 24 insiders · 12 officers · 4 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael G Combs | CEO & President | Sept. 30, 2026 A | 12,367 | 0 | 6 | $-2,164,447 |
| Sarah A. Scott | CEO and President | July 1, 2026 A | · | 0 | 0 | $0 |
| Brian S. Nichols | Chief Financial Officer | Sept. 30, 2026 A | 65 | 0 | 0 | $0 |
| Brandon O'Brien | Chief Financial Officer | Sept. 8, 2025 S | 8,948 | 0 | 0 | $0 |
| Richard J Schweppe | Chief Financial Officer | Dec. 27, 2017 M | 1,206 | 0 | 0 | $0 |
| Mark E. Bertels | EVP - Risk Management Services | Sept. 30, 2026 A | 2,918 | 0 | 1 | $-86,820 |
| Jennifer Yoss | Vice President of Accounting | Sept. 30, 2026 A | 2,209 | 0 | 4 | $-270,911 |
| Maxim Shishin | Chief Information Officer | June 12, 2026 M | 7,050 | 0 | 2 | $-265,928 |
| Gordon V Clemons | Chairman of the Board | Dec. 2, 2024 S | 241,584 | 0 | 0 | $0 |
| Diane Blaha | Chief Marketing Officer | April 14, 2022 M | 5,423 | 0 | 0 | $0 |
| Michael Saverien | Exec. VP, Risk Mgmt. Services | Nov. 5, 2019 A | 6,308 | 0 | 0 | $0 |
| Gordon V. Clemons JR | Executive Vice President | Aug. 17, 2012 S | 0 | 0 | 0 | $0 |
| Judd R Jessup | Director | Sept. 1, 2026 S | 111,798 | 0 | 6 | $-1,289,354 |
| Joanna M. Burkey | Director | Aug. 6, 2026 A | · | 0 | 0 | $0 |
| Jean Macino | Director | July 25, 2024 M | 16,758 | 0 | 0 | $0 |
| CORSTAR HOLDINGS INC | 10% owner | Sept. 14, 2026 S | 18,517,108 | 0 | 4 | $-15,666,679 |
| Alan Hoops | · | Aug. 6, 2026 A | 33,192 | 0 | 0 | $0 |
| Steven J Hamerslag | · | Aug. 6, 2026 A | 287,000 | 0 | 2 | $-955,800 |
| MICHAEL JEFFREY J | · | Aug. 6, 2026 A | 559,721 | 0 | 1 | $-548,820 |
| Donald C Mcfarlane | · | Feb. 26, 2015 M | 4,060 | 0 | 0 | $0 |
| Scott R Mccloud | · | May 8, 2014 A | 12,758 | 0 | 0 | $0 |
| Daniel J Starck | · | Feb. 16, 2012 S | 25,768 | 0 | 0 | $0 |
| Edwin Hendrick | · | Nov. 7, 2006 A | · | 0 | 0 | $0 |
| Peter E Flynn | · | Aug. 20, 2004 S | 11,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 52 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCH · Invesco Exchange-Traded Fund Trust … | 1.24% | 29,610 SH | Oct. 1, 2026 | Daily |
| SCOW · Pacer Funds Trust | 0.71% | 201 NS | July 31, 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0.69% | 26,400 SH | Oct. 1, 2026 | Daily |
| IHF · iShares Trust | 0.31% | 59,956 SH | Sept. 11, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.18% | 14,006 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.16% | 4,893 SH | Oct. 1, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 15,055 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.13% | 278,000 SH | Sept. 11, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.13% | 23,027 SH | Aug. 19, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.13% | 866 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.13% | 27,545 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.11% | 109,200 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.11% | 31,693 SH | Aug. 19, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.09% | 917 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.08% | 25,160 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.08% | 31,537 SH | Sept. 11, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.07% | 18,653 SH | Oct. 1, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.07% | 25,054 SH | Oct. 1, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.07% | 8,029 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.07% | 1,001 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.07% | 9,442 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.07% | 754,007 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 169,983 SH | Aug. 19, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.06% | 148,691 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.06% | 14,124 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.05% | 370,536 SH | Aug. 19, 2026 | Daily |
| TEXN · iShares Trust | 0.04% | 99 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 1,064 SH | Oct. 1, 2026 | Daily |
| VHT · VANGUARD WORLD FUND | 0.03% | 84,683 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.03% | 2,497 NS | July 31, 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0.02% | 13,368 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 358,654 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.02% | 640,211 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 1,723 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 65,667 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 663 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 1,952 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.00% | 1,296 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 6,389 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 41,470 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 7,849 SH | Sept. 4, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 4,572 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 890,953 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 20,351 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,376 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 6,485 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 1,905,226 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 182,790 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 106,293 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 4,313 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,354 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 6,367 SH | Sept. 1, 2026 | Daily |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | · |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| LFST | $2.73B | · | 13.9% | 0.68% | 0.65% | · |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| AVAH | $1.70B | 7.7 | 20.2% | 9.2% | 246.6% | 33.3% |
| GRDN | · | · | 17.9% | 3.4% | 24.8% | 20.2% |
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | · |
| NEO | $1.51B | -49.0 | 10.1% | -14.8% | -12.8% | 43.2% |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | · |
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Source: SEC 10-Q filed Aug 6, 2026