PRVA Privia Health Group, Inc. - Common Stock
NASDAQ · Health Care · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$20.30
· of 52w range
· above low
· to high
$18.9252w low
$28.8252w high
Market Cap (MRQ)
$2.56B
P/E (TTM)
92.3
EPS (TTM)
$0.22
Revenue (TTM)
$2.36B
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52W Range
$19–$29
Analyst Rating
BUY
Price Target
$31
P/E
92.3
ROE
3.8%
Net Profit Margin
1.2%
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PRVA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$20.30
Market Cap (MRQ)
$2.56B
P/E (TTM)
92.3
EPS (TTM)
$0.22
Revenue (TTM)
$2.36B
ROE (TTM)
3.8%
52W Range
$19–$29
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.12B2019-12-31 → 2025-12-31
EPS$0.182019-12-31 → 2025-12-31
Free Cash Flow·2021-12-31 → 2023-12-31
Net margin1.2%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PRVA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 92.35Y avg ≈26.5 | ≈26.5 | 22.4 | Overvalued | |
| P/S (TTM) | 1.15Y avg ≈1.8 | ≈1.8 | 1.1 | Overvalued | |
| P/B (MRQ) | 3.35Y avg ≈4.9 | ≈4.9 | 2.5 | Overvalued | |
| Price / Cash Flow | 15.65Y avg ≈35.8 | ≈35.8 | 15.7 | Overvalued | |
| Price / Tangible Book (MRQ) | 4.55Y avg ≈8.8 | ≈8.8 | · | · |
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 | PRVA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 1.9%5Y avg ≈-4.0% | ≈-4.0% | 5.9% | Weak | |
| EBITDA Margin (TTM) | 2.4%5Y avg ≈-3.6% | ≈-3.6% | 5.7% | Weak | |
| Pretax Margin (TTM) | 2.4%5Y avg ≈-3.7% | ≈-3.7% | 6.8% | Weak | |
| Net Profit Margin (TTM) | 1.2%5Y avg ≈-3.4% | ≈-3.4% | 4.9% | Weak | |
| ROA (TTM) | 2.0%5Y avg ≈-6.5% | ≈-6.5% | 6.7% | Weak | |
| ROE (TTM) | 3.8%5Y avg ≈-11.5% | ≈-11.5% | 15.4% | Weak | |
| ROIC | 3.1%5Y avg ≈-7.9% | ≈-7.9% | 9.3% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | PRVA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.65Y avg ≈1.9 | ≈1.9 | 1.5 | In line | |
| Quick Ratio | 1.55Y avg ≈1.9 | ≈1.9 | 1.2 | Strong liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PRVA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 22.3%5Y avg ≈21.6% | ≈21.6% | · | · | |
| Revenue CAGR 3Y | 16.1%5Y avg ≈21.4% | ≈21.4% | · | · | |
| Revenue CAGR 5Y | 21.0% | · | · | · | |
| EPS YoY | 63.6% | · | · | · | |
| Net Income YoY | 59.3% | · | · | · | |
| EPS CAGR 3Y | -16.8% | · | · | · | |
| EPS CAGR 5Y | -11.4% | · | · | · | |
| Net Income CAGR 3Y | -9.6% | · | · | · | |
| Net Income CAGR 5Y | -6.0% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PRVA | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.75Y avg ≈1.8 | ≈1.8 | 1.6 | Top tier | |
| Receivables Turnover | 5.95Y avg ≈7.3 | ≈7.3 | 9.8 | Weak | |
| Revenue / Employee | ≈$1.7M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-13.8%
Next Report
Nov 04, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 5, 2026 | $0.07 | $0.07 | 2.3% |
| March 31, 2026 | $0.02 | $0.08 | -73.7% | |
| Dec. 31, 2025 | $0.07 | $0.04 | 96.1% | |
| Sept. 30, 2025 | $0.05 | $0.05 | -8.9% | |
| June 30, 2025 | $0.02 | $0.05 | -60.9% | |
| March 31, 2025 | $0.03 | $0.05 | -37.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $2.12B | $1.74B | $1.66B | $1.36B | $966M | $817M | |
| SG&A Expense | $138M | $126M | $110M | $130M | $256M | $44M | |
| Operating Expenses | $2.09B | $1.72B | $1.64B | $1.38B | $1.18B | $792M | |
| Operating Income | $34M | $17M | $21M | $-19M | $-217M | $25M | |
| Interest Expense | · | · | · | $500.0K | $1M | $2M | |
| Other Non-op | $10M | $11M | $8M | $542.0K | · | · | |
| Pretax Income | $44M | $28M | $29M | $-19M | $-219M | $23M | |
| Income Tax | $14M | $11M | $8M | $-7M | $-28M | $-7M | |
| Net Income | $23M | $14M | $23M | $-9M | $-188M | $31M | |
| EPS (Basic) | $0.19 | $0.12 | $0.20 | $-0.08 | $-1.83 | $0.33 | |
| EPS (Diluted) | $0.18 | $0.11 | $0.19 | $-0.08 | $-1.83 | $0.33 | |
| Shares (Basic) | 122,176,587 | 119,402,749 | 116,731,406 | 110,695,266 | 102,952,370 | 95,950,062 | |
| Shares (Diluted) | 128,889,836 | 125,614,171 | 124,686,067 | 110,695,266 | 102,952,370 | 95,950,062 | |
| EBITDA | $44M | $24M | $27M | $-15M | $-215M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $480M | $491M | $390M | $348M | $321M | $85M | |
| Receivables | $401M | $316M | $291M | $190M | $117M | $99M | |
| Prepaid Expense | $30M | $27M | $21M | $14M | $9M | $6M | |
| Current Assets | $911M | $835M | $701M | $552M | $447M | $190M | |
| PP&E (Net) | $504.0K | $1M | $2M | $3M | $5M | $5M | |
| PP&E (Gross) | $8M | $8M | $8M | $8M | $8M | $7M | |
| Accum. Depreciation | $8M | $7M | $6M | $5M | $3M | $2M | |
| Goodwill | $210M | $142M | $139M | $127M | $128M | $119M | |
| Intangibles | $216M | $110M | $108M | $57M | $60M | $6M | |
| Other Non-current Assets | $21M | $17M | $9M | $5M | $5M | $4M | |
| Total Assets | $1.37B | $1.14B | $1000M | $793M | $686M | $329M | |
| Accounts Payable | $8M | $10M | $8M | $7M | $3M | $5M | |
| Accrued Liabilities | · | · | · | · | · | $31M | |
| Short-term Debt | · | · | · | $0 | $875.0K | $875.0K | |
| Current Liabilities | $569M | $449M | $387M | $264M | $190M | $147M | |
| Capital Leases | $7M | $3M | $5M | $8M | $11M | $0 | |
| Deferred Tax | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $3M | $153.0K | $313.0K | $1M | $3M | $6M | |
| Total Liabilities | $578M | $452M | $393M | $274M | $236M | $185M | |
| Total Debt | · | · | · | $0 | $875.0K | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $960.0K | |
| Paid-in Capital | $892M | $813M | $754M | $715M | $634M | $166M | |
| Retained Earnings | $-156M | $-179M | $-194M | $-217M | $-208M | $-20M | |
| Stockholders' Equity | $737M | $635M | $561M | $499M | $427M | $147M | |
| Liabilities + Equity | $1.37B | $1.14B | $1000M | $793M | $686M | $329M | |
| Shares Outstanding | 123,604,576 | 120,309,346 | 118,216,979 | 114,690,808 | 107,837,741 | 95,985,817 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $10M | $7M | $7M | $5M | $2M | $2M | |
| Stock-based Comp | $71M | $57M | $37M | $67M | $254M | $484.0K | |
| Deferred Tax | $11M | $9M | $7M | $-7M | $-28M | $-8M | |
| Amort. of Intangibles | $9M | $6M | $5M | $3M | $1M | $642.0K | |
| Other Non-cash | $49M | $22M | $7M | $-9M | $16M | · | |
| Operating Cash Flow | $163M | $109M | $81M | $47M | $55M | $39M | |
| CapEx | · | · | $113.0K | $104.0K | $547.0K | $380.0K | |
| Investing Cash Flow | $-182M | $-12M | $-43M | $-104.0K | $-33M | $-380.0K | |
| Financing Cash Flow | $7M | $4M | $4M | $-20M | $214M | $-767.0K | |
| Net Change in Cash | $-11M | $102M | $42M | $27M | $236M | $38M | |
| Taxes Paid | $7M | $4M | $1M | $307.0K | $504.0K | $381.0K | |
| Free Cash Flow | · | · | $81M | $47M | $55M | · | |
| Levered FCF | · | · | · | $47M | $54M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Margin | 1.6% | 0.98% | 1.2% | -1.4% | -22.5% | · | |
| Net Margin | 1.1% | 0.83% | 1.4% | -0.63% | -19.5% | · | |
| Pretax Margin | 2.1% | 1.6% | 1.8% | -1.4% | -22.6% | · | |
| EBITDA Margin | 2.1% | 1.4% | 1.6% | -1.1% | -22.2% | · | |
| ROA | 1.8% | 1.4% | 2.6% | -1.2% | -37.1% | · | |
| ROE | 3.3% | 2.4% | 4.3% | -1.8% | -65.6% | · | |
| ROIC | 3.1% | 1.6% | 2.7% | -2.5% | -44.4% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.9 | 1.8 | 2.1 | 2.3 | · | |
| Quick Ratio | 1.5 | 1.8 | 1.8 | 2.0 | 2.3 | · | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | · | |
| Interest Coverage | · | · | · | -38.2 | -197.7 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.7 | 1.6 | 1.8 | 1.8 | 1.9 | · | |
| Receivables Turnover | 5.9 | 5.7 | 6.9 | 8.8 | 8.9 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.96 | $5.28 | $4.75 | $4.35 | $3.96 | · | |
| Revenue / Share | $16.47 | $13.82 | $13.30 | $12.26 | $9.39 | · | |
| Cash Flow / Share | $1.27 | $0.87 | $0.65 | $0.43 | $0.53 | · | |
| Cash / Share | $3.88 | $4.08 | $3.29 | $3.03 | $2.97 | · | |
| EPS (TTM) | $0.18 | $0.11 | $0.19 | $-0.08 | $-1.83 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.3% | 4.7% | 22.2% | 40.4% | 18.2% | · | |
| Revenue CAGR 3Y | 16.1% | 21.6% | 26.6% | · | · | · | |
| Revenue CAGR 5Y | 21.0% | · | · | · | · | · | |
| EPS YoY | 63.6% | -42.1% | · | · | · | · | |
| EPS CAGR 3Y | · | · | -16.8% | · | · | · | |
| EPS CAGR 5Y | -11.4% | · | · | · | · | · | |
| Net Income YoY | 59.3% | -37.7% | · | · | · | · | |
| Net Income CAGR 3Y | · | · | -9.6% | · | · | · | |
| Net Income CAGR 5Y | -6.0% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.12B | $1.74B | $1.66B | $1.36B | $966M | · | |
| Net Income TTM | $23M | $14M | $23M | $-9M | $-188M | · | |
| Market Cap | $2.93B | $2.35B | $2.72B | $2.60B | $2.79B | · | |
| Enterprise Value | · | · | · | $2.26B | $2.47B | · | |
| P/E | 131.7 | 177.7 | 121.2 | -283.9 | -14.1 | · | |
| P/S | 1.4 | 1.4 | 1.6 | 1.9 | 2.9 | · | |
| P/B | 4.0 | 3.7 | 4.8 | 5.2 | 6.5 | · | |
| P / Tangible Book | 9.4 | 6.1 | 8.6 | 8.3 | 11.7 | · | |
| P / Cash Flow | 17.9 | 21.5 | 33.7 | 55.2 | 50.7 | · | |
| P / FCF | · | · | 33.7 | 55.3 | 51.2 | · | |
| EV / EBITDA | · | · | · | -155.1 | -11.5 | · | |
| EV / FCF | · | · | · | 47.9 | 45.3 | · | |
| EV / Revenue | · | · | · | 1.7 | 2.6 | · | |
| Earnings Yield | 0.76% | 0.56% | 0.83% | -0.35% | -7.1% | · |
Income Statement
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $633M | $604M | $541M | $580M | $521M | $480M | $461M | $438M | $422M | $415M | $441M | $417M | $413M | $386M | $364M | $343M | |
| SG&A Expense | $40M | $41M | $29M | $40M | $38M | $32M | $34M | $31M | $29M | $32M | $30M | $27M | $27M | $26M | $28M | $32M | |
| Operating Expenses | $621M | $596M | $530M | $566M | $518M | $475M | $456M | $432M | $417M | $414M | $439M | $412M | $406M | $380M | $362M | $347M | |
| Operating Income | $12M | $7M | $11M | $14M | $3M | $5M | $5M | $6M | $5M | $823.0K | $1M | $6M | $7M | $7M | $2M | $-5M | |
| Other Non-op | · | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $3M | $3M | $3M | $3M | $817.0K | · | · | · | |
| Pretax Income | $17M | $9M | $13M | $17M | $6M | $8M | $8M | $8M | $8M | $4M | $4M | $8M | $8M | $9M | $3M | $-4M | |
| Income Tax | $7M | $6M | $3M | $7M | $2M | $2M | $3M | $4M | $3M | $751.0K | $2M | $2M | $1M | $2M | $-13M | $-5M | |
| Net Income | $9M | $3M | $9M | $7M | $3M | $4M | $4M | $4M | $3M | $3M | $3M | $6M | $7M | $7M | $18M | $2M | |
| EPS (Basic) | $0.07 | $0.02 | $0.08 | $0.06 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.05 | $0.06 | $0.06 | $0.17 | $0.01 | |
| EPS (Diluted) | $0.07 | $0.02 | $0.08 | $0.05 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.05 | $0.06 | $0.06 | $0.17 | $0.01 | |
| Shares (Basic) | 126,121,426 | 124,152,526 | · | 122,768,890 | 122,132,245 | 120,623,670 | · | 119,658,574 | 119,301,350 | 118,505,320 | · | 117,602,059 | 116,161,251 | 115,009,010 | · | 111,592,834 | |
| Shares (Diluted) | 131,827,233 | 130,878,939 | · | 128,776,684 | 128,447,069 | 127,752,527 | · | 125,751,006 | 125,317,908 | 125,053,404 | · | 124,924,442 | 124,570,875 | 124,328,964 | · | 124,845,602 | |
| EBITDA | $15M | $11M | · | $17M | $6M | $7M | · | $8M | $7M | $3M | · | $7M | $9M | $8M | · | $-3M |
Balance Sheet
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $412M | $420M | $480M | $441M | $390M | $469M | $491M | $422M | $387M | $351M | · | $330M | $318M | $311M | · | $317M | |
| Receivables | $574M | $514M | $401M | $499M | $444M | $389M | $316M | $409M | $370M | $346M | · | $350M | $320M | $261M | · | $246M | |
| Prepaid Expense | $39M | $33M | $30M | $31M | $49M | $28M | $27M | $23M | $22M | $31M | · | $17M | $16M | $17M | · | $16M | |
| Current Assets | $1.03B | $966M | $911M | $971M | $883M | $886M | $835M | $854M | $780M | $728M | · | $698M | $654M | $589M | · | $580M | |
| PP&E (Net) | $272.0K | $384.0K | $504.0K | $662.0K | $827.0K | $1M | $1M | $1M | $2M | $2M | · | $3M | $3M | $3M | · | $4M | |
| PP&E (Gross) | · | · | $8M | · | · | · | $8M | · | · | · | · | · | $8M | $8M | · | $8M | |
| Accum. Depreciation | · | · | $8M | · | · | · | $7M | · | · | · | · | · | $5M | $5M | · | $4M | |
| Goodwill | $216M | $210M | $210M | $172M | $172M | $142M | $142M | $139M | $139M | $139M | · | $136M | $135M | $135M | · | $127M | |
| Intangibles | $219M | $213M | $216M | $168M | $170M | $108M | $110M | $103M | $105M | $106M | · | $107M | $96M | $98M | · | $58M | |
| Other Non-current Assets | $21M | $21M | $21M | $17M | $17M | $17M | $17M | $15M | $15M | $15M | · | $7M | $5M | $5M | · | $4M | |
| Total Assets | $1.49B | $1.42B | $1.37B | $1.35B | $1.27B | $1.18B | $1.14B | $1.15B | $1.08B | $1.03B | · | $992M | $938M | $875M | · | $808M | |
| Accounts Payable | $8M | $11M | $8M | $10M | $9M | $8M | $10M | $7M | $9M | $6M | · | $7M | $5M | $7M | · | $5M | |
| Short-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Current Liabilities | $634M | $601M | $569M | $583M | $535M | $471M | $449M | $479M | $430M | $404M | · | $394M | $358M | $310M | · | $305M | |
| Capital Leases | $7M | $7M | $7M | $4M | $4M | $3M | $3M | $4M | $4M | $5M | · | $6M | $7M | $8M | · | $9M | |
| Deferred Tax | $4M | $254.0K | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $4M | $3M | $2M | $0 | $153.0K | $153.0K | $313.0K | $313.0K | $313.0K | · | $1M | $1M | $1M | · | $3M | |
| Total Liabilities | $651M | $612M | $578M | $588M | $539M | $474M | $452M | $483M | $434M | $409M | · | $401M | $366M | $319M | · | $317M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $925M | $905M | $892M | $873M | $854M | $833M | $813M | $797M | $781M | $766M | · | $740M | $726M | $721M | · | $704M | |
| Retained Earnings | $-144M | $-153M | $-156M | $-165M | $-172M | $-175M | $-179M | $-184M | $-187M | $-191M | · | $-196M | $-202M | $-209M | · | $-234M | |
| Stockholders' Equity | $782M | $753M | $737M | $709M | $683M | $659M | $635M | $615M | $595M | $577M | · | $545M | $525M | $513M | · | $470M | |
| Liabilities + Equity | $1.49B | $1.42B | $1.37B | $1.35B | $1.27B | $1.18B | $1.14B | $1.15B | $1.08B | $1.03B | · | $992M | $938M | $875M | · | $808M | |
| Shares Outstanding | 126,289,983 | 125,689,005 | 123,604,576 | 122,867,531 | 122,673,254 | 121,391,314 | 120,309,346 | 119,953,176 | 119,479,134 | 118,678,902 | 118,216,979 | 118,004,544 | 117,106,892 | 115,469,961 | 114,690,808 | 113,796,678 |
Cash Flow
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | |
| Stock-based Comp | $19M | $22M | $15M | $19M | $19M | $18M | $15M | $15M | $14M | $12M | $12M | $11M | $9M | $5M | $9M | $15M | |
| Deferred Tax | $1M | $3M | $2M | $7M | $958.0K | $2M | $1M | $4M | $3M | $863.0K | $2M | $2M | $1M | $2M | $-14M | $-5M | |
| Amort. of Intangibles | $3M | $3M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $839.0K | $800.0K | |
| Other Non-cash | · | $-80M | · | · | · | $-50M | · | · | · | $-51M | · | · | · | $-29M | · | · | |
| Operating Cash Flow | $1M | $-49M | $128M | $52M | $8M | $-24M | $75M | $33M | $34M | $-33M | $64M | $22M | $8M | $-13M | $29M | $16M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | $18.0K | $72.0K | $0 | · | $16.0K | |
| Investing Cash Flow | $-11M | $-26.0K | $-91M | $-1M | $-89M | $0 | $-6M | $0 | $0 | $-6M | $-5M | $-13M | $-72.0K | $-25M | $-15.0K | $-16.0K | |
| Financing Cash Flow | $3M | $-11M | $2M | $431.0K | $2M | $2M | $619.0K | $1M | $2M | $475.0K | $42.0K | $3M | $-819.0K | $1M | $2M | $9M | |
| Net Change in Cash | $-7M | $-60M | $38M | $51M | $-79M | $-22M | $69M | $35M | $36M | $-38M | $59M | $12M | $7M | $-37M | $31M | $25M | |
| Taxes Paid | $11M | $63.0K | $868.0K | $0 | $6M | $-313.0K | $230.0K | $644.0K | $3M | $-230.0K | $21.0K | $420.0K | $604.0K | $-5.0K | $41.0K | $21.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | · | · | · | · | $-13M | · | · |
Profitability
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 1.9% | 1.2% | · | 2.5% | 0.64% | 1.1% | · | 1.3% | 1.2% | 0.20% | · | 1.3% | 1.7% | 1.7% | · | -1.3% | |
| Net Margin | 1.4% | 0.51% | · | 1.2% | 0.52% | 0.88% | · | 0.81% | 0.82% | 0.72% | · | 1.4% | 1.8% | 1.9% | · | 0.47% | |
| Pretax Margin | 2.6% | 1.5% | · | 2.9% | 1.1% | 1.7% | · | 1.8% | 1.9% | 0.92% | · | 2.0% | 1.9% | 2.2% | · | -1.2% | |
| EBITDA Margin | 2.4% | 1.8% | · | 3.0% | 1.1% | 1.5% | · | 1.7% | 1.6% | 0.64% | · | 1.7% | 2.1% | 2.1% | · | -1.0% | |
| ROA | 0.66% | 0.24% | · | 0.55% | 0.23% | 0.38% | · | 0.33% | 0.34% | 0.31% | · | 0.63% | 0.86% | 0.92% | · | 0.23% | |
| ROE | 1.2% | 0.43% | · | 1.0% | 0.42% | 0.68% | · | 0.61% | 0.62% | 0.55% | · | 1.1% | 1.5% | 1.5% | · | 0.37% | |
| ROIC | 0.87% | 0.39% | · | 1.2% | 0.28% | 0.59% | · | 0.47% | 0.49% | 0.11% | · | 0.72% | 1.1% | 0.98% | · | 0.13% |
Liquidity & Solvency
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.6 | · | 1.7 | 1.7 | 1.9 | · | 1.8 | 1.8 | 1.8 | · | 1.8 | 1.8 | 1.9 | · | 1.9 | |
| Quick Ratio | 1.6 | 1.6 | · | 1.6 | 1.6 | 1.8 | · | 1.7 | 1.8 | 1.7 | · | 1.7 | 1.8 | 1.8 | · | 1.8 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 |
Efficiency
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | |
| Receivables Turnover | 1.2 | 1.3 | · | 1.3 | 1.3 | 1.3 | · | 1.2 | 1.2 | 1.4 | · | 1.4 | 1.5 | 1.8 | · | 2.0 |
Per Share
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.19 | $5.99 | · | $5.77 | $5.57 | $5.43 | · | $5.13 | $4.98 | $4.86 | · | $4.62 | $4.49 | $4.45 | · | $4.13 | |
| Revenue / Share | $4.80 | $4.61 | · | $4.51 | $4.06 | $3.76 | · | $3.48 | $3.37 | $3.32 | · | $3.34 | $3.32 | $3.11 | · | $2.75 | |
| Cash Flow / Share | · | $-0.38 | · | · | · | $-0.19 | · | · | · | $-0.27 | · | · | · | $-0.11 | · | · | |
| Cash / Share | $3.26 | $3.34 | · | $3.59 | $3.18 | $3.87 | · | $3.52 | $3.24 | $2.96 | · | $2.80 | $2.71 | $2.70 | · | $2.78 | |
| EPS (TTM) | $0.22 | $0.17 | · | $0.13 | $0.11 | $0.12 | · | $0.10 | $0.12 | $0.15 | · | $0.34 | $0.30 | $0.14 | · | $-0.37 |
Valuation (TTM)
| Metric | Trend | 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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.36B | $2.25B | · | $2.04B | $1.90B | $1.80B | · | $1.72B | $1.70B | $1.69B | · | $1.58B | $1.51B | $1.43B | · | $1.27B | |
| Net Income TTM | $28M | $22M | · | $18M | $15M | $16M | · | $13M | $15M | $19M | · | $38M | $34M | $16M | · | $-38M | |
| Market Cap | $3.25B | $2.59B | · | $3.06B | $2.82B | $2.73B | · | $2.18B | $2.08B | $2.32B | · | $2.71B | $3.06B | $3.19B | · | $3.88B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $3.56B | |
| P/E | 117.0 | 121.0 | · | 191.5 | 209.1 | 187.1 | · | 182.1 | 144.8 | 130.6 | · | 67.6 | 87.0 | 197.2 | · | -92.1 | |
| P/S | 1.4 | 1.2 | · | 1.5 | 1.5 | 1.5 | · | 1.3 | 1.2 | 1.4 | · | 1.7 | 2.0 | 2.2 | · | 3.1 | |
| P/B | 4.2 | 3.4 | · | 4.3 | 4.1 | 4.1 | · | 3.6 | 3.5 | 4.0 | · | 5.0 | 5.8 | 6.2 | · | 8.2 | |
| P / Tangible Book | 9.3 | 7.8 | · | 8.3 | 8.3 | 6.7 | · | 5.9 | 5.9 | 7.0 | · | 9.0 | 10.4 | 11.4 | · | 13.6 | |
| P / Cash Flow | · | -52.3 | · | · | · | -113.3 | · | · | · | -70.2 | · | · | · | -238.2 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 2.8 | |
| Earnings Yield | 0.86% | 0.83% | · | 0.52% | 0.48% | 0.53% | · | 0.55% | 0.69% | 0.77% | · | 1.5% | 1.1% | 0.51% | · | -1.1% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $2.12B | $1.74B | $1.66B | $1.36B | $966M |
| Operating Margin % | 1.6% | 0.98% | 1.2% | -1.4% | -22.5% |
| Net Income | $23M | $14M | $23M | $-9M | $-188M |
| Diluted EPS | $0.18 | $0.11 | $0.19 | $-0.08 | $-1.83 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.0 |
| Current Ratio | 1.6 | 1.9 | 1.8 | 2.1 | 2.3 |
| Quick Ratio | 1.5 | 1.8 | 1.8 | 2.0 | 2.3 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | · | · | $81M | $47M | $55M |
Institutional owners (13F) 313 filers · $3.3B 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
313
Value held
$3.3B
New positions
43
Exited positions
32
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 43 (-15 vs prior Q) | 32 (+2 vs prior Q) | 113 (+15 vs prior Q) | 102 (+7 vs prior Q) | +1.3M |
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. | $550,684,198 | 21,402,417 | 16.48% | Shares |
| FMR LLC | $330,590,270 | 12,848,437 | 9.89% | Shares |
| Durable Capital Partners LP | $299,392,942 | 11,635,948 | 8.96% | Shares |
| VANGUARD GROUP INC | $284,424,449 | 11,995,970 | 8.51% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $169,107,440 | 6,572,384 | 5.06% | Shares |
| Rubicon Founders LLC | $153,635,863 | 5,971,079 | 4.60% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $132,682,406 | 5,156,720 | 3.97% | Shares |
| STATE STREET CORP | $126,225,951 | 4,905,789 | 3.78% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $80,562,896 | 3,130,473 | 2.41% | Shares |
| RIVERBRIDGE PARTNERS LLC | $77,153,889 | 2,998,597 | 2.31% | Shares |
| Bank of New York Mellon Corp | $74,424,953 | 2,892,536 | 2.23% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $66,586,100 | 2,587,878 | 1.99% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $65,657,514 | 2,551,861 | 1.97% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $54,812,336 | 2,130,289 | 1.64% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $42,202,625 | 2,051,659 | 1.26% | Shares |
| BlackBarn Capital Partners LP | $40,782,050 | 1,585,000 | 1.22% | Shares |
| Nuveen, LLC | $37,698,181 | 1,465,145 | 1.13% | Shares |
| BANK OF AMERICA CORP /DE/ | $36,848,370 | 1,432,117 | 1.10% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35,374,324 | 1,374,828 | 1.06% | Shares |
| GOLDMAN SACHS GROUP INC | $33,500,949 | 1,302,019 | 1.00% | Shares |
| NORTHERN TRUST CORP | $32,252,580 | 1,253,501 | 0.97% | Shares |
| FRANKLIN RESOURCES INC | $31,612,298 | 1,228,616 | 0.95% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $27,100,663 | 1,053,271 | 0.81% | Shares |
| LOOMIS SAYLES & CO L P | $26,110,444 | 1,014,786 | 0.78% | Shares |
| MORGAN STANLEY | $25,882,598 | 1,005,930 | 0.77% | Shares |
| Qube Research & Technologies Ltd | $21,823,002 | 848,154 | 0.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $21,785,179 | 846,684 | 0.65% | Shares |
| ROYCE & ASSOCIATES LP | $21,231,650 | 825,171 | 0.64% | Shares |
| EVENTIDE ASSET MANAGEMENT, LLC | $18,980,867 | 737,694 | 0.57% | Shares |
| Freestone Grove Partners LP | $17,637,632 | 685,489 | 0.53% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $16,279,371 | 632,700 | 0.49% | Shares |
| Woodline Partners LP | $15,582,397 | 605,612 | 0.47% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $14,016,953 | 544,771 | 0.42% | Shares |
| Invesco Ltd. | $11,572,196 | 449,755 | 0.35% | Shares |
| Public Sector Pension Investment Board | $10,469,486 | 406,898 | 0.31% | Shares |
| PEREGRINE CAPITAL MANAGEMENT LLC | $9,268,126 | 360,207 | 0.28% | Shares |
| Clearbridge Investments, LLC | $9,240,918 | 359,150 | 0.28% | Shares |
| D. E. Shaw & Co., Inc. | $9,086,730 | 353,157 | 0.27% | Shares |
| RENAISSANCE GROUP LLC | $8,752,240 | 340,157 | 0.26% | Shares |
| Caisse de depot et placement du Quebec | $8,398,890 | 326,424 | 0.25% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $8,291,827 | 322,263 | 0.25% | Shares |
| UBS Group AG | $7,338,454 | 285,210 | 0.22% | Shares |
| RHUMBLINE ADVISERS | $7,320,542 | 284,515 | 0.22% | Shares |
| MILLENNIUM MANAGEMENT LLC | $6,903,977 | 268,324 | 0.21% | Shares |
| ArrowMark Colorado Holdings LLC | $6,746,277 | 262,195 | 0.20% | Shares |
| OneDigital Investment Advisors LLC | $6,652,775 | 258,561 | 0.20% | Shares |
| Legal & General Group Plc | $6,605,045 | 256,706 | 0.20% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $6,576,845 | 255,610 | 0.20% | Shares |
| Weiss Asset Management LP | $6,534,494 | 253,964 | 0.20% | Shares |
| FIRST TRUST ADVISORS LP | $6,237,723 | 242,430 | 0.19% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Adam Boehler, Puma Growth Holdings, LLC, Rubicon Founders LLC, Rubicon Founders OP GP 2 LLC, Rubicon Founders OP GP, LP | Sept. 8, 2026 | 5.07% | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 22 insiders · 4 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Parth Mehrotra | Chief Executive Officer | May 12, 2026 S | 434,357 | 0 | 10 | $-6,425,442 |
| David Mountcastle | EVP & Chief Financial Officer | July 9, 2026 S | 164,853 | 0 | 16 | $-3,722,407 |
| Jeffrey Scott Sherman | EVP, CFO and CAO | Jan. 5, 2022 A | 61,307 | 0 | 0 | $0 |
| Edward C Fargis | EVP & General Counsel | March 10, 2026 A | 111,979 | 0 | 2 | $-214,756 |
| Opella Finley Ernest | Director | Sept. 1, 2026 A | 6,350 | 0 | 0 | $0 |
| Matthew Shawn Morris | Director | July 6, 2026 M | 68,188 | 0 | 12 | $-11,878,486 |
| Jaewon Ryu | Director | May 20, 2026 A | 47,110 | 0 | 0 | $0 |
| Pamela O. Kimmet | Director | May 20, 2026 A | 34,172 | 0 | 0 | $0 |
| Thomas A Mccarthy | Director | May 20, 2026 A | 27,983 | 0 | 0 | $0 |
| David P King | Director | May 20, 2026 A | 50,775 | 0 | 0 | $0 |
| Francis S Soistman JR | Director | May 20, 2026 A | 8,463 | 0 | 0 | $0 |
| Nancy G Cocozza | Director | May 20, 2026 A | 42,814 | 0 | 0 | $0 |
| Lance Berberian | Director | May 20, 2026 A | 16,131 | 0 | 0 | $0 |
| Patricia Anne Maryland | Director | May 21, 2025 A | 42,312 | 0 | 0 | $0 |
| David S Wichmann | Director | May 21, 2025 A | 25,709 | 0 | 0 | $0 |
| Adam Boehler | Director | June 11, 2024 P | 5,773,522 | 0 | 0 | $0 |
| William M Sullivan | Director | May 22, 2024 A | 33,916 | 0 | 0 | $0 |
| Jeffrey Daniel Bernstein | Director | May 8, 2023 S | 110,337 | 0 | 0 | $0 |
| Jeffrey B Butler | Director | Nov. 10, 2022 S | 2,729,389 | 0 | 0 | $0 |
| MBD Advisors, L.L.C. | 10% owner | Nov. 21, 2022 S | 24,826,071 | 0 | 0 | $0 |
| Brighton Health Group Holdings, LLC | 10% owner | May 11, 2021 J | 6 | 0 | 0 | $0 |
| Thomas Bartrum | · | May 10, 2024 S | 102,356 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 49 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 … | 1.40% | 121,342 SH | Oct. 2, 2026 | Daily |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.50% | 272,849 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0.47% | 33,671 NS | July 31, 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0.46% | 27,511 SH | Oct. 2, 2026 | Daily |
| IHF · iShares Trust | 0.35% | 227,503 SH | Sept. 11, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.33% | 140,994 SH | Aug. 19, 2026 | Daily |
| ABLS · Abacus FCF ETF Trust | 0.24% | 48 NS | July 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.18% | 129,297 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.18% | 101,710 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.17% | 414,359 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.16% | 1,134,961 SH | Sept. 11, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.15% | 17,937 SH | Oct. 2, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.15% | 146,491 SH | Oct. 2, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 31,039 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.10% | 3,749 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.10% | 24,716 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.09% | 57,877 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.09% | 126,305 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 695,681 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.08% | 3,088,881 SH | Sept. 11, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.08% | 1,501,521 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.08% | 104,590 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.08% | 36,068 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.07% | 425,816 NS | July 31, 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0.05% | 881 NS | July 31, 2026 | N-PORT |
| VHT · VANGUARD WORLD FUND | 0.04% | 292,980 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 5,195 SH | Oct. 2, 2026 | Daily |
| FHLC · FIDELITY COVINGTON TRUST | 0.03% | 46,502 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 1,359,452 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 2,600,870 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 6,362 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.01% | 286,433 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 26,626 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.01% | 7,470 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 11,067 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 6,320 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 28,904 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 170,116 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 32,169 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 29,994 SH | Sept. 10, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 3,356 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 3,591,472 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 92,397 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,117 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 7,224,541 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 1,120,265 SH | Sept. 9, 2026 | Daily |
| XJR · iShares Trust | · | 16,430 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 5,155 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 29,101 SH | Aug. 19, 2026 | Daily |
PRVA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 25 analysts
BUY
Median target
$31.00
+52.7%
8 32.0%
Strong Buy
15 60.0%
Buy
2 8.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
17 analysts · 2026-09-28Mean target $31.47 +55.0%
← Below all targets
Current price $20.30
Low$24.00
Mean$31.47
High$40.00
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 |
|---|---|---|---|---|---|---|
| PRVA | $2.93B | 131.7 | 22.3% | 1.1% | 3.3% | · |
| CRVL | $2.78B | 25.5 | 7.0% | 11.5% | 29.1% | 24.3% |
| 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% |
| NEO | $1.51B | -49.0 | 10.1% | -14.8% | -12.8% | 43.2% |
| MD | $1.77B | 11.0 | -4.9% | 8.6% | 20.3% | · |
| ADUS | · | 20.6 | 23.2% | · | · | · |
| WGS | · | · | · | · | · | · |
| ASTH | $1.21B | 53.9 | 56.4% | 0.71% | 3.0% | · |
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Source: SEC 10-Q filed Aug 6, 2026