TRU TransUnion Common Stock
NYSE · Professional Services · View on SEC EDGAR ↗ 10-K/10-Q Jul 28, 2026TRU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About TransUnion Common Stock Company overview from Wikipedia
TransUnion is an American consumer credit reporting agency. TransUnion collects and aggregates information on over one billion individual consumers in over thirty countries including "200 million files profiling nearly every credit-active consumer in the United States". Its customers include over 65,000 businesses. Based in Chicago, Illinois, TransUnion's 2014 revenue was US$1.3 billion. It is the smallest of the three largest credit agencies, along with Experian and Equifax (known as the "Big Three").
TransUnion also markets credit reports and other credit and fraud-protection products directly to consumers. Like all credit reporting agencies, the company is required by U.S. law to provide consumers with one free credit report every year.
History
TransUnion was originally formed in 1968 as a holding company for Union Tank Car Company, making TransUnion a descendant of Standard Oil through Union Tank Car Company. The following year, it acquired the Credit Bureau of Cook County, which possessed and maintained 3.6 million credit accounts. In 1981, a Chicago-based holding company, The Marmon Group, acquired TransUnion for approximately $688 million.
In 2010, Goldman Sachs Capital Partners and Advent International acquired it from Madison Dearborn Partners and the Pritzker family. In 2014, TransUnion acquired Hank Asher's data company TLO. On June 25, 2015, TransUnion became a publicly traded company, trading under the symbol TRU.
TransUnion eventually began to offer products and services for both businesses and consumers. For businesses, TransUnion updated its traditional credit score offering to include trended data that helps predict consumer repayment and debt behavior. This product, referred to as CreditVision, launched in October 2013. Its SmartMove™ service facilitates credit and background checks for landlords. The service also provides credit and background checks for partner companies, such as RentSpree.
In September 2013, the company acquired eScan Data Systems of Austin, Texas, to provide post-service eligibility determination support to hospitals and healthcare systems. The technology was integrated into TransUnion's ClearIQ platform, which tracks patients demographic and insurance related information to support benefit verification. In November 2013, TransUnion acquired TLO LLC, a company that leverages data in support of its investigative and risk management tools. Its TLOxp technology aggregates data sets and uses a proprietary algorithm to uncover relationships between data. TLOxp also allows licensed investigators and law enforcement professionals to access personally identifiable information from credit header data.
In 2014, a TransUnion analysis found that reporting rental payment information to credit bureaus can positively affect credit scores. As a result, TransUnion initiated a service called ResidentCredit, making it easy for property owners to report data about their tenants on a monthly basis. These reports include the amount each tenant pays, the timeliness of their last payment, and any remaining balance the tenant currently owes. As a result, some companies have started reporting rent payment information to TransUnion.
In 2015, TransUnion acquired Trustev, a digital verification company specializing in online fraud for $21 million, minus debts. In 2017, TransUnion acquired FactorTrust, a consumer reporting agency specializing in alternative credit data. In mid-April 2018, TransUnion announced it intended to buy UK-based CallCredit Information Group for $1.4 billion, subject to regulatory approval. In December 2021, TransUnion completed the acquisitions of Neustar, initially announced in September 2021 for $3.1 billion, and Sontiq which included IdentityForce, initially announced in October 2021 for $638 million. In February 2023, TransUnion announced it was rebranding its "thousands of existing B2B products into seven business lines." These include: TruAudience, TruValidate, TruContact (all based on former offerings from Neustar), TruVision, TruIQ, TruEmpower, and TruLookup.
In January 2025, TransUnion was observed in buying a majority stake in its Mexican arm in a deal worth around $560 million. TransUnion's stake in Trans Union de Mexico was said to be shot up around 94%, from a current 26%.
Legal and regulatory issues
In 2003, Judy Thomas of Klamath Falls, Oregon, was awarded $5.3 million in a successful lawsuit against TransUnion. The award was made on the grounds that it took her six years to get TransUnion to remove incorrect information in her credit report.
In 2006, after spending two years trying to correct erroneous credit information that resulted from being a victim of identity theft, a fraud victim named Sloan filed suit against all three of the US's largest credit agencies. TransUnion and Experian settled out of court for an undisclosed amount. In Sloan v. Equifax, a jury awarded Sloan $351,000. "She wrote letters. She called them. They saw the problem. They just didn't fix it," said her attorney, A. Hugo Blankingship III. TransUnion has also been criticized for concealing charges. Many users complained of not being aware of a $17.95/month charge for holding a TransUnion account.
In March 2015, following a settlement with the New York Attorney-General, TransUnion, along with other credit reporting companies, Experian and Equifax, agreed to help consumers with errors and red flags on credit reports. Under the new settlement, credit-reporting firms are required to use trained employees to respond when a consumer flags a mistake on their file. These employees are responsible for communicating with the lender and resolving the dispute.
In January 2017, TransUnion was fined $5.5 million and ordered to pay $17.6 million in restitution, along with Equifax, by the Consumer Financial Protection Bureau (CFPB). The federal agency fined the companies "for deceiving consumers about the usefulness and actual cost of credit scores they sold to consumers". The CFPB also said the companies "lured consumers into costly recurring payments for credit-related products with false promises".
In June 2017, a California jury ruled against TransUnion with a $60 million verdict in the largest Fair Credit Reporting Act (FCRA) verdict in history. The San Francisco federal court jury awarded $60 million in damages to consumers who were falsely reported on a government list of terrorists and other security threats. The plaintiffs' team of attorneys at Francis & Mailman, P.C. partnered with another California-based firm in the class action.
Credit bureaus had the most complaints of all companies filed with the CFPB by consumers in 2018, with 34% of all complaints directed at TransUnion, Equifax, and Experian that year. Following up on the 2017 FCRA ruling, in April 2022, the Consumer Financial Protection Bureau (CFPB) said TransUnion is "incapable of operating its businesses lawfully".
Security issues
On 13 October 2017, the website for TransUnion's Central American division was reported to have been redirecting visitors to websites that attempted drive-by downloads of malware disguised as Adobe Flash updates. The attack had been performed by hijacking third-party analytics JavaScript from Digital River brand FireClick.
On 17 March 2022, TransUnion South Africa disclosed that hackers breached one of their servers and allegedly stole data of 54 million customers, demanding a ransom to not release it, the group N4ughtysecTU claims responsibility.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | TRU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 21.55Y avg ≈18.9 | ≈18.9 | 19.1 | Fair value | |
| P/S (TTM) | 3.25Y avg ≈4.4 | ≈4.4 | 1.1 | Overvalued | |
| P/B (MRQ) | 3.25Y avg ≈4.0 | ≈4.0 | 3.8 | Undervalued | |
| Price / FCF (TTM) | 19.85Y avg ≈-2159.4 | ≈-2159.4 | · | · | |
| Price / Cash Flow (TTM) | 14.25Y avg ≈24.8 | ≈24.8 | 14.7 | Overvalued | |
| EV / Revenue (TTM) | 4.1 | · | · | · | |
| EV / FCF (TTM) | 25.6 | · | · | · | |
| Price / Tangible Book (MRQ) | 11.8 | · | · | · | |
| PEG Ratio | ≈4.0 | · | · | · |
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 | TRU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 18.7%5Y avg ≈15.4% | ≈15.4% | 9.8% | Top tier | |
| EBITDA Margin | 18.7%5Y avg ≈15.4% | ≈15.4% | 10.8% | Top tier | |
| Pretax Margin (TTM) | 18.8%5Y avg ≈9.4% | ≈9.4% | 8.2% | Top tier | |
| Net Profit Margin (TTM) | 15.1%5Y avg ≈13.1% | ≈13.1% | 6.3% | Top tier | |
| ROA (TTM) | 6.3%5Y avg ≈4.2% | ≈4.2% | 5.4% | Weak | |
| ROE (TTM) | 15.8%5Y avg ≈12.4% | ≈12.4% | 13.3% | Weak | |
| ROIC | 14.1%5Y avg ≈7.9% | ≈7.9% | 13.1% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | TRU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.1 | · | 1.1 | High debt | |
| Current Ratio (MRQ) | 1.95Y avg ≈1.7 | ≈1.7 | 1.5 | Strong liquidity | |
| Quick Ratio (MRQ) | 1.65Y avg ≈1.4 | ≈1.4 | 1.2 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.1 | · | 1.1 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | TRU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.4%5Y avg ≈12.8% | ≈12.8% | · | · | |
| Revenue CAGR 3Y | 7.2%5Y avg ≈11.4% | ≈11.4% | · | · | |
| Revenue CAGR 5Y | 12.6% | · | · | · | |
| EPS YoY | 60.0%5Y avg ≈93.8% | ≈93.8% | · | · | |
| Net Income YoY | 60.1%5Y avg ≈94.8% | ≈94.8% | · | · | |
| EPS CAGR 3Y | 18.9% | · | · | · | |
| EPS CAGR 5Y | 5.3% | · | · | · | |
| Net Income CAGR 3Y | 19.6% | · | · | · | |
| Net Income CAGR 5Y | 5.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | TRU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.45Y avg ≈0.3 | ≈0.3 | 1.1 | Weak | |
| Receivables Turnover | 5.45Y avg ≈5.9 | ≈5.9 | 6.2 | Weak | |
| Revenue / Employee | ≈$352.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 20, 2026 | $0.13 | USD | ≈0.58% |
| May 27, 2026 | $0.13 | USD | ≈0.68% |
| Feb 26, 2026 | $0.13 | USD | ≈0.60% |
| Nov 21, 2025 | $0.12 | USD | ≈0.55% |
| Aug 22, 2025 | $0.12 | USD | ≈0.49% |
| May 22, 2025 | $0.12 | USD | ≈0.52% |
| Feb 27, 2025 | $0.12 | USD | ≈0.47% |
| Nov 22, 2024 | $0.11 | USD | ≈0.42% |
| Aug 23, 2024 | $0.11 | USD | ≈0.43% |
| May 16, 2024 | $0.11 | USD | ≈0.53% |
| Mar 6, 2024 | $0.11 | USD | ≈0.53% |
| Nov 16, 2023 | $0.11 | USD | ≈0.74% |
| Aug 22, 2023 | $0.11 | USD | ≈0.55% |
| May 18, 2023 | $0.11 | USD | ≈0.59% |
| Mar 8, 2023 | $0.11 | USD | ≈0.64% |
| Nov 16, 2022 | $0.11 | USD | ≈0.63% |
| Aug 24, 2022 | $0.11 | USD | ≈0.49% |
| May 26, 2022 | $0.10 | USD | ≈0.45% |
| Mar 9, 2022 | $0.10 | USD | ≈0.40% |
| Nov 23, 2021 | $0.10 | USD | ≈0.32% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 22, 2026 | $1.23 | $1.15 | 6.5% |
| March 31, 2026 | $1.18 | $1.11 | 6.5% | |
| Dec. 31, 2025 | $1.07 | $1.03 | 3.9% | |
| Sept. 30, 2025 | $1.10 | $1.05 | 4.5% | |
| June 30, 2025 | $1.08 | $1.00 | 7.9% | |
| March 31, 2025 | $1.05 | $0.98 | 7.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.58B | $4.18B | $3.83B | $3.71B | $2.96B | $2.53B | $2.46B | $2.32B | $1.93B | $1.70B | |
| Cost of Revenue | · | · | · | · | · | · | $874M | $790M | $646M | $579M | |
| SG&A Expense | $1.26B | $1.24B | $1.17B | $1.18B | $909M | $830M | $777M | $708M | $585M | $560M | |
| Operating Expenses | $3.72B | $3.52B | $3.70B | $3.08B | $2.31B | $2.03B | $1.92B | $1.80B | $1.47B | $1.40B | |
| Operating Income | $858M | $667M | $128M | $626M | $652M | $500M | $542M | $512M | $465M | $300M | |
| Interest Expense | · | · | $288M | $231M | $113M | $126M | $174M | $138M | $88M | $86M | |
| Interest Income | $33M | $28M | $21M | $5M | $3M | $6M | $8M | $6M | $6M | $5M | |
| Other Non-op | $-32M | $-47M | $-23M | $-30M | $-49M | $900.0K | $-14M | $-47M | $-19M | $-23M | |
| Pretax Income | $643M | $401M | $-145M | $383M | $506M | $390M | $374M | $344M | $372M | $205M | |
| Income Tax | $173M | $99M | $45M | $119M | $132M | $84M | $70M | $54M | $-79M | $74M | |
| Net Income | $455M | $284M | $-206M | $266M | $1.39B | $343M | $347M | $277M | $441M | $121M | |
| EPS (Basic) | $2.34 | $1.46 | $-1.07 | $1.38 | $7.26 | $1.81 | $1.85 | $1.50 | $2.42 | $0.66 | |
| EPS (Diluted) | $2.32 | $1.45 | $-1.07 | $1.38 | $7.20 | $1.79 | $1.81 | $1.45 | $2.32 | $0.65 | |
| Shares (Basic) | 194,400,000 | 194,400,000 | 193,400,000 | 192,500,000 | 191,400,000 | 189,900,000 | 187,800,000 | 184,600,000 | 182,400,000 | 182,600,000 | |
| Shares (Diluted) | 196,600,000 | 196,700,000 | 193,400,000 | 193,100,000 | 193,000,000 | 192,200,000 | 191,800,000 | 190,900,000 | 189,900,000 | 184,600,000 | |
| EBITDA | $858M | $667M | $128M | $630M | $648M | $568M | $608M | $512M | $465M | $300M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $854M | $680M | $476M | $585M | $1.84B | $493M | $274M | $187M | $116M | $182M | |
| Short-term Investments | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Receivables | $905M | $799M | $723M | $602M | $558M | $393M | $444M | $457M | $327M | $278M | |
| Prepaid Expense | $134M | $126M | $145M | $145M | $136M | $84M | $84M | $77M | $59M | $44M | |
| Other Current Assets | $258M | $323M | $276M | $263M | $232M | $156M | $170M | $136M | $146M | $90M | |
| Current Assets | $2.02B | $1.80B | $1.48B | $1.45B | $2.63B | $1.47B | $888M | $842M | $589M | $550M | |
| PP&E (Net) | $258M | $204M | $199M | $218M | $248M | $220M | $219M | $220M | $199M | $198M | |
| PP&E (Gross) | $803M | $710M | $1.00B | $930M | $873M | $752M | $673M | $586M | $498M | $433M | |
| Accum. Depreciation | $545M | $506M | $804M | $711M | $625M | $532M | $454M | $366M | $299M | $236M | |
| Goodwill | $5.26B | $5.14B | $5.18B | $5.55B | $5.53B | $3.23B | $3.14B | $3.29B | $2.37B | $2.17B | |
| Intangibles | $3.10B | $3.26B | $3.52B | $3.68B | $3.77B | $2.17B | $2.39B | $2.55B | $1.83B | $1.76B | |
| Other Non-current Assets | $480M | $578M | $739M | $771M | $459M | $222M | $236M | $136M | $137M | $98M | |
| Total Assets | $11.11B | $10.98B | $11.11B | $11.67B | $12.63B | $7.31B | $7.11B | $7.04B | $5.12B | $4.78B | |
| Accrued Liabilities | $20M | $94M | $72M | $54M | $67M | $40M | $50M | $20M | $18M | $21M | |
| Current Liabilities | $1.15B | $1.06B | $1.00B | $906M | $1.36B | $670M | $571M | $548M | $458M | $373M | |
| Capital Leases | $35M | $42M | $82M | $102M | $119M | $49M | $57M | $0 | · | · | |
| Deferred Tax | $390M | $415M | $593M | $762M | $788M | $397M | $439M | $478M | $419M | $579M | |
| Other Non-current Liabilities | $116M | $114M | $153M | $174M | $233M | $210M | $165M | $55M | $71M | $31M | |
| Total Liabilities | $6.57B | $6.67B | $7.00B | $7.40B | $8.63B | $4.68B | $4.77B | $5.06B | $3.29B | $3.31B | |
| Long-term Debt | $5.10B | $5.15B | $5.34B | $5.67B | $6.37B | $3.45B | $3.66B | $4.05B | $2.46B | $2.38B | |
| Total Debt | · | · | · | $5.56B | $6.25B | $3.40B | $3.60B | $3.98B | $2.35B | $2.33B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Retained Earnings | $2.72B | $2.36B | $2.16B | $2.45B | $2.25B | $937M | $652M | $363M | $137M | $-304M | |
| Treasury Stock | $370M | $335M | $303M | $284M | $252M | $215M | $179M | $140M | $139M | $5M | |
| AOCI | $-340M | $-367M | $-261M | $-284M | $-285M | $-272M | $-252M | $-283M | $-135M | $-175M | |
| Stockholders' Equity | $4.44B | $4.22B | $4.01B | $4.17B | $3.91B | $2.54B | $2.25B | $1.89B | $1.73B | $1.36B | |
| Liabilities + Equity | $11.11B | $10.98B | $11.11B | $11.67B | $12.63B | $7.31B | $7.11B | $7.04B | $5.12B | $4.78B | |
| Shares Outstanding | 192,400,000 | 194,900,000 | 193,800,000 | 192,700,000 | 191,800,000 | 190,500,000 | 188,700,000 | 185,700,000 | 183,200,000 | 183,200,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $575M | $538M | $524M | $519M | $377M | $347M | $339M | $307M | $238M | $265M | |
| Stock-based Comp | $146M | $121M | $100M | $83M | $69M | $44M | $48M | $58M | $33M | $24M | |
| Deferred Tax | $-29M | $-157M | $-163M | $-89M | $-17M | $-36M | $-23M | $-69M | $-213M | $-22M | |
| Amort. of Intangibles | $471M | $449M | $428M | $413M | $278M | $253M | $253M | $230M | $170M | $198M | |
| Restructuring | $7M | $67M | $75M | $0 | $0 | · | · | · | · | · | |
| Operating Cash Flow | $988M | $832M | $645M | $297M | $808M | $788M | $777M | $556M | $466M | $390M | |
| CapEx | $326M | $316M | $311M | $298M | $224M | $206M | $188M | $180M | $135M | $124M | |
| Investing Cash Flow | $-332M | $-307M | $-319M | $-724M | $-2.21B | $-267M | $-204M | $-2.02B | $-481M | $-496M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Issued | $22M | $25M | $23M | $19M | $22M | $23M | $24M | $26M | $27M | $6M | |
| Stock Repurchased | $302M | $0 | $0 | · | · | · | $0 | $0 | $134M | $700.0K | |
| Net Stock Activity | $-280M | $25M | $23M | $19M | $22M | $23M | $24M | $26M | $-106M | $5M | |
| Dividends Paid | $90M | $83M | $82M | $78M | $70M | $58M | $57M | $42M | $0 | $0 | |
| Financing Cash Flow | $-495M | $-309M | $-439M | $-820M | $2.76B | $-297M | $-487M | $1.54B | $-52M | $154M | |
| Net Change in Cash | $174M | $203M | $-109M | $-1.26B | $1.35B | $219M | $87M | $72M | $-66M | $49M | |
| Taxes Paid | $260M | $202M | $206M | $574M | $181M | $132M | $111M | $111M | $120M | $94M | |
| Free Cash Flow | $662M | $517M | $335M | $-1M | $584M | $573M | $578M | $376M | $333M | $266M | |
| Levered FCF | · | · | $-42M | $-160M | $501M | $475M | $438M | $260M | $226M | $211M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.7% | 15.9% | 3.4% | 17.0% | 21.9% | 20.9% | 22.9% | 22.1% | · | · | |
| Net Margin | 10.0% | 6.8% | -5.4% | 7.3% | 46.9% | 12.6% | 13.1% | 11.9% | · | · | |
| Pretax Margin | 14.1% | 9.6% | -3.8% | 10.4% | 16.9% | 16.8% | 16.6% | 14.8% | · | · | |
| EBITDA Margin | 18.7% | 15.9% | 3.4% | 17.0% | 21.9% | 20.9% | 22.9% | 22.1% | · | · | |
| ROA | 4.1% | 2.6% | -1.8% | 2.2% | 13.9% | 4.8% | 4.9% | 4.5% | 8.9% | 2.6% | |
| ROE | 10.5% | 6.9% | -5.0% | 6.7% | 43.0% | 14.3% | 16.8% | 15.3% | 28.5% | 9.3% | |
| ROIC | 14.1% | 11.9% | 4.2% | 4.5% | 4.7% | 7.5% | 8.4% | 7.3% | 13.8% | 5.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.7 | 1.5 | 1.6 | 1.9 | 1.7 | 1.6 | 1.5 | 1.3 | 1.5 | |
| Quick Ratio | 1.5 | 1.4 | 1.2 | 1.3 | 1.8 | 1.4 | 1.3 | 1.2 | 1.0 | 1.2 | |
| Debt / Equity | · | · | · | 1.3 | 1.6 | 1.3 | 1.6 | 2.1 | 1.4 | 1.7 | |
| LT Debt / Equity | · | · | · | 1.3 | 1.6 | 1.3 | 1.6 | 2.1 | 1.4 | 1.7 | |
| Interest Coverage | · | · | 0.4 | 2.7 | 5.8 | 4.5 | 3.5 | 3.7 | 5.3 | 3.5 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | · | · | |
| Receivables Turnover | 5.4 | 5.5 | 5.8 | 6.4 | 6.2 | 6.1 | 5.9 | 5.9 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $23.07 | $21.64 | $20.68 | $21.64 | $20.38 | $13.33 | $11.90 | $10.18 | $9.44 | $7.44 | |
| Revenue / Share | $23.28 | $21.27 | $19.81 | $19.21 | $15.34 | $14.13 | $13.85 | $12.14 | · | · | |
| Cash Flow / Share | $5.02 | $4.23 | $3.34 | $1.54 | $4.19 | $4.10 | $4.05 | $2.91 | $2.46 | $2.11 | |
| Cash / Share | $4.44 | $3.49 | $2.46 | $3.04 | $9.61 | $2.59 | $1.45 | $1.01 | $0.63 | $0.99 | |
| Dividend / Share | · | · | · | · | · | $0.07 | · | $0.07 | · | · | |
| Dividend Paid / Share | $0.46 | $0.42 | $0.42 | $0.40 | · | · | · | · | · | · | |
| EPS (TTM) | $2.32 | $1.45 | $-1.07 | $1.38 | $7.20 | $1.79 | $1.81 | $1.45 | $2.32 | $0.65 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.4% | 9.2% | 3.3% | 25.3% | 17.0% | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.2% | 12.2% | 14.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.6% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 60.0% | · | · | -80.8% | 302.2% | · | · | · | · | · | |
| EPS CAGR 3Y | 18.9% | -41.4% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 5.3% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 60.1% | · | · | -80.8% | 305.1% | · | · | · | · | · | |
| Net Income CAGR 3Y | 19.6% | -41.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 5.8% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 9.5% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.58B | $4.18B | $3.83B | $3.71B | $2.96B | $2.53B | $2.46B | $2.32B | $1.93B | $1.70B | |
| Net Income TTM | $455M | $284M | $-206M | $266M | $1.39B | $343M | $347M | $277M | $441M | $121M | |
| Market Cap | $16.50B | $18.07B | $13.32B | $10.94B | $22.74B | $18.90B | $16.15B | $10.55B | $10.07B | $5.67B | |
| Enterprise Value | · | · | · | $15.90B | $27.15B | $21.80B | $19.48B | $14.33B | $12.29B | $7.81B | |
| P/E | 37.0 | 63.9 | -64.2 | 41.1 | 16.5 | 55.4 | 47.3 | 39.2 | 23.7 | 47.6 | |
| P/S | 3.6 | 4.3 | 3.5 | 2.9 | 7.7 | 7.5 | 6.6 | 4.6 | 5.2 | 3.3 | |
| P/B | 3.7 | 4.3 | 3.3 | 2.6 | 5.8 | 7.4 | 7.2 | 5.6 | 5.8 | 4.2 | |
| P / Cash Flow | 16.7 | 21.7 | 20.6 | 36.8 | 28.1 | 24.0 | 20.8 | 19.0 | 21.5 | 14.5 | |
| P / FCF | 24.9 | 35.0 | 39.8 | -10935.7 | 38.9 | 33.0 | 27.9 | 28.1 | 30.3 | 21.3 | |
| EV / EBITDA | · | · | · | 25.2 | 41.9 | 38.4 | 32.0 | 28.0 | 26.5 | 26.0 | |
| EV / FCF | · | · | · | -15903.3 | 46.5 | 38.0 | 33.7 | 38.2 | 37.0 | 29.4 | |
| EV / Revenue | · | · | · | 4.3 | 9.2 | 8.6 | 7.9 | 6.2 | 6.4 | 4.6 | |
| Dividend Yield | 0.55% | 0.46% | 0.61% | 0.71% | 0.31% | 0.30% | 0.35% | 0.39% | 0.00% | 0.00% | |
| Earnings Yield | 2.7% | 1.6% | -1.6% | 2.4% | 6.1% | 1.8% | 2.1% | 2.5% | 4.2% | 2.1% | |
| Payout Ratio | 19.9% | 29.1% | -39.7% | 28.9% | 5.0% | 16.8% | 16.4% | 15.0% | · | · | |
| Annual Payout | $90M | $83M | $82M | $78M | $70M | $58M | $57M | $42M | $0 | $0 |
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 | $1.31B | $1.25B | $1.17B | $1.17B | $1.14B | $1.10B | $1.04B | $1.08B | $1.04B | $1.02B | $954M | $969M | $968M | $940M | $902M | $938M | |
| SG&A Expense | $346M | $329M | $342M | $331M | $335M | $257M | $317M | $306M | $311M | $306M | $304M | $291M | $292M | $285M | $236M | $288M | |
| Operating Expenses | $1.05B | $1.00B | $968M | $962M | $948M | $841M | $866M | $929M | $858M | $864M | $893M | $1.21B | $810M | $795M | $763M | $769M | |
| Operating Income | $258M | $245M | $204M | $208M | $192M | $254M | $171M | $156M | $182M | $157M | $61M | $-236M | $158M | $145M | $139M | $170M | |
| Interest Expense | · | · | · | · | · | · | · | · | $68M | $69M | · | $73M | $73M | $72M | · | $61M | |
| Interest Income | $7M | $7M | $7M | $9M | $9M | $9M | $9M | $8M | $7M | $5M | $6M | $5M | $4M | $6M | $2M | $1M | |
| Other Non-op | $2M | $6M | $-12M | $-9M | $7M | $-17M | $-21M | $-5M | $-5M | $-16M | $-6M | $9M | $-18M | $-7M | $-10M | $-2M | |
| Pretax Income | $202M | $428M | $142M | $150M | $157M | $194M | $101M | $97M | $121M | $83M | $-6M | $-292M | $77M | $76M | $67M | $111M | |
| Income Tax | $55M | $28M | $38M | $50M | $44M | $41M | $30M | $25M | $31M | $13M | $-15M | $22M | $19M | $19M | $35M | $31M | |
| Net Income | $143M | $397M | $101M | $97M | $110M | $148M | $66M | $68M | $85M | $65M | $6M | $-319M | $54M | $53M | $43M | $79M | |
| EPS (Basic) | $0.75 | $2.06 | $0.52 | $0.50 | $0.56 | $0.76 | $0.33 | $0.35 | $0.44 | $0.34 | $0.03 | $-1.65 | $0.28 | $0.27 | $0.22 | $0.41 | |
| EPS (Diluted) | $0.74 | $2.04 | $0.52 | $0.49 | $0.56 | $0.75 | $0.33 | $0.35 | $0.44 | $0.33 | $0.03 | $-1.65 | $0.28 | $0.27 | $0.23 | $0.41 | |
| Shares (Basic) | 192,300,000 | 192,700,000 | · | 194,800,000 | 195,000,000 | 195,100,000 | · | 194,600,000 | 194,200,000 | 194,100,000 | · | 193,400,000 | 193,200,000 | 193,000,000 | · | 192,600,000 | |
| Shares (Diluted) | 193,700,000 | 194,500,000 | · | 197,200,000 | 197,200,000 | 197,300,000 | · | 197,000,000 | 195,200,000 | 195,300,000 | · | 193,400,000 | 194,000,000 | 193,900,000 | · | 193,200,000 | |
| EBITDA | $258M | $245M | · | $208M | $192M | $254M | · | $156M | $182M | $157M | · | $-236M | $158M | $145M | · | $170M |
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 | $839M | $732M | $854M | $750M | $688M | $610M | $680M | $643M | $543M | $434M | · | $421M | $442M | $439M | · | $596M | |
| Short-term Investments | $400.0K | $600.0K | $3M | $3M | $2M | $3M | $2M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Receivables | $1.05B | $1.05B | $905M | $894M | $896M | $882M | $799M | $798M | $779M | $775M | · | $694M | $673M | $653M | · | $635M | |
| Prepaid Expense | $162M | $153M | $134M | $134M | $125M | $144M | $126M | $135M | $150M | $147M | · | $152M | $176M | $176M | · | $148M | |
| Other Current Assets | $291M | $237M | $258M | $335M | $322M | $326M | $323M | $228M | $222M | $215M | · | $286M | $302M | $290M | · | $286M | |
| Current Assets | $2.18B | $2.02B | $2.02B | $1.98B | $1.91B | $1.82B | $1.80B | $1.67B | $1.54B | $1.42B | · | $1.40B | $1.42B | $1.38B | · | $1.54B | |
| PP&E (Net) | $271M | $275M | $258M | $233M | $228M | $200M | $204M | $182M | $184M | $190M | · | $183M | $195M | $210M | · | $212M | |
| PP&E (Gross) | · | · | $803M | · | · | · | $710M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $546M | $558M | $545M | $562M | $536M | $528M | $506M | $858M | $842M | $822M | · | $782M | $763M | $737M | · | $685M | |
| Goodwill | $5.81B | $5.78B | $5.26B | $5.25B | $5.26B | $5.16B | $5.14B | $5.18B | $5.16B | $5.17B | $5.18B | $5.15B | $5.60B | $5.57B | $5.55B | $5.51B | |
| Intangibles | $3.52B | $3.56B | $3.10B | $3.16B | $3.24B | $3.21B | $3.26B | $3.36B | $3.39B | $3.45B | · | $3.55B | $3.61B | $3.64B | · | $3.70B | |
| Other Non-current Assets | $409M | $416M | $480M | $485M | $488M | $563M | $578M | $661M | $745M | $792M | · | $810M | $807M | $766M | · | $713M | |
| Total Assets | $12.19B | $12.05B | $11.11B | $11.11B | $11.12B | $10.95B | $10.98B | $11.05B | $11.03B | $11.02B | · | $11.10B | $11.63B | $11.56B | · | $11.80B | |
| Accrued Liabilities | $98M | $102M | $104M | $99M | $105M | $106M | $94M | $87M | $78M | $79M | · | $62M | $56M | $59M | · | $61M | |
| Current Liabilities | $1.15B | $1.05B | $1.15B | $985M | $941M | $888M | $1.06B | $996M | $931M | $861M | · | $911M | $936M | $878M | · | $890M | |
| Capital Leases | $54M | $58M | $35M | $38M | $38M | $43M | $42M | $43M | $85M | $90M | · | $85M | $91M | $93M | · | $107M | |
| Deferred Tax | $539M | $536M | $390M | $393M | $371M | $386M | $415M | $482M | $523M | $567M | · | $666M | $700M | $727M | · | $802M | |
| Other Non-current Liabilities | $134M | $149M | $116M | $120M | $119M | $122M | $114M | $120M | $160M | $167M | · | $155M | $174M | $171M | · | $180M | |
| Total Liabilities | $7.19B | $7.13B | $6.57B | $6.53B | $6.49B | $6.46B | $6.67B | $6.73B | $6.79B | $6.85B | · | $6.99B | $7.16B | $7.23B | · | $7.65B | |
| Long-term Debt | · | · | $5.10B | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $5.37B | $5.40B | · | $5.04B | $5.06B | $5.06B | · | $5.13B | $5.17B | $5.25B | · | $5.25B | $5.35B | $5.46B | · | $5.78B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | |
| Retained Earnings | $3.21B | $3.10B | $2.72B | $2.64B | $2.57B | $2.48B | $2.36B | $2.31B | $2.27B | $2.20B | · | $2.17B | $2.51B | $2.48B | · | $2.42B | |
| Treasury Stock | $402M | $391M | $370M | $368M | $342M | $340M | $335M | $333M | $314M | $314M | · | $302M | $294M | $292M | · | $282M | |
| AOCI | $-362M | $-414M | $-340M | $-340M | $-312M | $-356M | $-367M | $-290M | $-296M | $-263M | · | $-250M | $-203M | $-282M | · | $-357M | |
| Stockholders' Equity | $4.84B | $4.75B | $4.44B | $4.47B | $4.52B | $4.39B | $4.22B | $4.22B | $4.13B | $4.08B | · | $4.01B | $4.36B | $4.23B | · | $4.05B | |
| Liabilities + Equity | $12.19B | $12.05B | $11.11B | $11.11B | $11.12B | $10.95B | $10.98B | $11.05B | $11.03B | $11.02B | · | $11.10B | $11.63B | $11.56B | · | $11.80B | |
| Shares Outstanding | 191,600,000 | 192,800,000 | 192,400,000 | 194,200,000 | 194,800,000 | 195,100,000 | 194,900,000 | 194,900,000 | 194,300,000 | 194,200,000 | · | 193,700,000 | 193,300,000 | 193,200,000 | · | · |
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 | $160M | $152M | $148M | $146M | $143M | $139M | $137M | $134M | $133M | $134M | $133M | $131M | $130M | $130M | $130M | $130M | |
| Stock-based Comp | $39M | $38M | $39M | $36M | $40M | $30M | $36M | $34M | $28M | $24M | $27M | $27M | $24M | $22M | $21M | $20M | |
| Deferred Tax | $-5M | $-16M | $-2M | $28M | $-32M | $-22M | $-63M | $-30M | $-36M | $-27M | $-61M | $-30M | $-44M | $-27M | $-28M | $-28M | |
| Restructuring | · | · | $2M | $5M | $0 | $0 | $0 | $40M | $8M | $18M | $75M | $0 | $0 | $0 | · | · | |
| Operating Cash Flow | $375M | $84M | $320M | $324M | $291M | $52M | $254M | $229M | $295M | $54M | $202M | $151M | $215M | $77M | $222M | $191M | |
| CapEx | $69M | $65M | $97M | $84M | $77M | $68M | $117M | $68M | $68M | $62M | $98M | $70M | $77M | $66M | $106M | $71M | |
| Investing Cash Flow | $-94M | $-587M | $-25M | $-83M | $-137M | $-87M | $-112M | $-69M | $-64M | $-62M | $-88M | $-44M | $-82M | $-104M | $13M | $-60M | |
| Stock Issued | $0 | $10M | $0 | $12M | $-100.0K | $11M | $400.0K | $12M | $0 | $12M | $0 | $13M | $0 | $10M | $0 | $10M | |
| Stock Repurchased | $103M | $12M | $149M | $114M | $34M | $5M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-103M | $-2M | · | · | · | $5M | · | · | · | $12M | · | · | · | $10M | · | · | |
| Dividends Paid | $24M | $25M | $22M | $23M | $22M | $23M | $21M | $21M | $20M | $21M | $20M | $20M | $21M | $21M | $20M | $20M | |
| Financing Cash Flow | $-181M | $401M | $-194M | $-174M | $-87M | $-41M | $-89M | $-69M | $-119M | $-31M | $-64M | $-121M | $-132M | $-122M | $-257M | $-42M | |
| Net Change in Cash | $107M | $-121M | $104M | $62M | $78M | $-70M | $36M | $100M | $110M | $-43M | $55M | $-21M | $3M | $-146M | $-11M | $74M | |
| Free Cash Flow | · | $19M | · | · | · | $-16M | · | · | · | $-8M | · | · | · | $11M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-66M | · | · | · | $-43M | · | · |
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 | 19.7% | 19.7% | · | 17.8% | 16.9% | 23.2% | · | 14.4% | 17.5% | 15.4% | · | -24.4% | 16.4% | 15.4% | · | 18.1% | |
| Net Margin | 10.9% | 31.9% | · | 8.3% | 9.6% | 13.5% | · | 6.3% | 8.2% | 6.4% | · | -32.9% | 5.6% | 5.6% | · | 8.4% | |
| Pretax Margin | 15.4% | 34.4% | · | 12.8% | 13.8% | 17.7% | · | 8.9% | 11.6% | 8.1% | · | -30.1% | 7.9% | 8.0% | · | 11.8% | |
| EBITDA Margin | 19.7% | 19.7% | · | 17.8% | 16.9% | 23.2% | · | 14.4% | 17.5% | 15.4% | · | -24.4% | 16.4% | 15.4% | · | 18.1% | |
| ROA | 1.2% | 3.5% | · | 0.87% | 0.99% | 1.4% | · | 0.61% | 0.75% | 0.58% | · | -2.8% | 0.46% | 0.44% | · | 0.82% | |
| ROE | 3.1% | 8.7% | · | 2.2% | 2.5% | 3.5% | · | 1.7% | 2.0% | 1.6% | · | -7.9% | 1.3% | 1.3% | · | 2.3% | |
| ROIC | 1.8% | 2.2% | · | 1.5% | 1.4% | 2.1% | · | 1.2% | 1.5% | 1.4% | · | -2.8% | 1.2% | 1.1% | · | 1.2% |
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 | 1.9 | 1.9 | · | 2.0 | 2.0 | 2.0 | · | 1.7 | 1.7 | 1.7 | · | 1.5 | 1.5 | 1.6 | · | 1.7 | |
| Quick Ratio | 1.6 | 1.7 | · | 1.7 | 1.7 | 1.7 | · | 1.5 | 1.4 | 1.4 | · | 1.2 | 1.2 | 1.2 | · | 1.4 | |
| Debt / Equity | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.4 | |
| LT Debt / Equity | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.3 | 1.2 | 1.3 | · | 1.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | 2.7 | 2.3 | · | -3.3 | 2.2 | 2.0 | · | 2.8 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.3 | 1.3 | · | 1.4 | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.4 | · | 1.5 | 1.5 | 1.5 | · | 1.6 |
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 | $25.28 | $24.66 | · | $23.04 | $23.20 | $22.48 | · | $21.63 | $21.28 | $20.99 | · | $20.69 | $22.56 | $21.89 | · | · | |
| Revenue / Share | $6.76 | $6.40 | · | $5.93 | $5.78 | $5.55 | · | $5.51 | $5.33 | $5.23 | · | $5.01 | $4.99 | $4.85 | · | $4.86 | |
| Cash Flow / Share | · | $0.43 | · | · | · | $0.27 | · | · | · | $0.28 | · | · | · | $0.40 | · | · | |
| Cash / Share | $4.38 | $3.80 | · | $3.86 | $3.53 | $3.13 | · | $3.30 | $2.80 | $2.23 | · | $2.17 | $2.29 | $2.27 | · | · | |
| Dividend / Share | · | · | · | · | · | · | · | · | · | · | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | |
| Dividend Paid / Share | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | |
| EPS (TTM) | $3.79 | $3.61 | · | $2.13 | $1.99 | $1.87 | · | $1.15 | $-0.85 | $-1.01 | · | $-0.87 | $1.19 | $1.39 | · | $6.43 |
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 | $4.90B | $4.73B | · | $4.44B | $4.36B | $4.26B | · | $4.10B | $3.98B | $3.91B | · | $3.78B | $3.75B | $3.73B | · | $3.60B | |
| Net Income TTM | $738M | $704M | · | $421M | $392M | $367M | · | $224M | $-163M | $-194M | · | $-169M | $229M | $268M | · | $1.24B | |
| Market Cap | $13.82B | $13.34B | · | $16.27B | $17.14B | $16.19B | · | $20.41B | $14.41B | $15.50B | · | $13.91B | $15.14B | $12.01B | · | · | |
| Enterprise Value | $18.35B | $18.01B | · | $20.55B | $21.51B | $20.64B | · | $24.89B | $19.04B | $20.31B | · | $18.74B | $20.05B | $17.02B | · | · | |
| P/E | 19.0 | 19.2 | · | 39.3 | 44.2 | 44.4 | · | 91.0 | -87.2 | -79.0 | · | -82.5 | 65.8 | 44.7 | · | 9.3 | |
| P/S | 2.8 | 2.8 | · | 3.7 | 3.9 | 3.8 | · | 5.0 | 3.6 | 4.0 | · | 3.7 | 4.0 | 3.2 | · | · | |
| P/B | 2.9 | 2.8 | · | 3.6 | 3.8 | 3.7 | · | 4.8 | 3.5 | 3.8 | · | 3.5 | 3.5 | 2.8 | · | · | |
| P / Cash Flow | · | 158.4 | · | · | · | 308.4 | · | · | · | 287.0 | · | · | · | 155.1 | · | · | |
| EV / Revenue | 3.7 | 3.8 | · | 4.6 | 4.9 | 4.8 | · | 6.1 | 4.8 | 5.2 | · | 5.0 | 5.3 | 4.6 | · | · | |
| Dividend Yield | 0.69% | 0.70% | · | 0.55% | 0.51% | 0.52% | · | 0.40% | 0.56% | 0.53% | · | 0.59% | 0.54% | 0.66% | · | · | |
| Earnings Yield | 5.2% | 5.2% | · | 2.5% | 2.3% | 2.2% | · | 1.1% | -1.1% | -1.3% | · | -1.2% | 1.5% | 2.2% | · | 10.8% | |
| Payout Ratio | · | 6.3% | · | · | · | 15.3% | · | 30.7% | 24.0% | 31.9% | · | · | · | 39.2% | · | · | |
| Annual Payout | $95M | $93M | · | $89M | $87M | $84M | · | $82M | $81M | $82M | · | $82M | $82M | $80M | · | $76M |
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 | $4.58B | $4.18B | $3.83B | $3.71B | $2.96B |
| Operating Margin % | 18.7% | 15.9% | 3.4% | 17.0% | 21.9% |
| Net Income | $455M | $284M | $-206M | $266M | $1.39B |
| Diluted EPS | $2.32 | $1.45 | $-1.07 | $1.38 | $7.20 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 1.3 | 1.6 |
| Current Ratio | 1.7 | 1.7 | 1.5 | 1.6 | 1.9 |
| Quick Ratio | 1.5 | 1.4 | 1.2 | 1.3 | 1.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $662M | $517M | $335M | $-1M | $584M |
Institutional owners (13F) 568 filers · $17.1B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 65 (-28 vs prior Q) | 97 (+12 vs prior Q) | 179 (-20 vs prior Q) | 209 (+1 vs prior Q) | -128K |
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 |
|---|---|---|---|---|
| Dodge & Cox | $1,745,514,662 | 24,196,211 | 10.20% | Shares |
| VANGUARD GROUP INC | $1,597,357,003 | 18,628,070 | 9.34% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1,484,954,312 | 10,667,983 | 8.68% | Shares |
| BlackRock, Inc. | $1,367,560,433 | 18,957,034 | 7.99% | Shares |
| Independent Franchise Partners LLP | $1,008,275,675 | 13,976,652 | 5.89% | Shares |
| FMR LLC | $845,179,378 | 11,715,822 | 4.94% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $628,876,699 | 8,717,448 | 3.68% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $592,182,904 | 8,208,801 | 3.46% | Shares |
| STATE STREET CORP | $513,424,276 | 7,117,054 | 3.00% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $476,369,781 | 6,603,407 | 2.78% | Shares |
| MORGAN STANLEY | $458,265,276 | 6,352,440 | 2.68% | Shares |
| CITADEL ADVISORS LLC | $314,885,401 | 4,364,921 | 1.84% | Shares |
| Invesco Ltd. | $307,012,193 | 4,255,783 | 1.79% | Shares |
| Meritage Group LP | $263,750,838 | 3,656,097 | 1.54% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $260,532,544 | 3,621,733 | 1.52% | Shares |
| JANUS HENDERSON GROUP PLC | $258,793,846 | 3,740,326 | 1.51% | Shares |
| Ninety One UK Ltd | $247,189,946 | 4,044,338 | 1.44% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $236,636,757 | 3,280,251 | 1.38% | Shares |
| Vulcan Value Partners, LLC | $195,300,968 | 2,707,249 | 1.14% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $191,080,410 | 2,648,744 | 1.12% | Shares |
| Theleme Partners LLP | $170,954,270 | 2,369,757 | 1.00% | Shares |
| VAN ECK ASSOCIATES CORP | $151,954,397 | 2,106,382 | 0.89% | Shares |
| JPMORGAN CHASE & CO | $148,139,353 | 2,054,588 | 0.87% | Shares |
| Orbis Allan Gray Ltd | $145,844,139 | 2,021,682 | 0.85% | Shares |
| CCLA Investment Management Ltd | $132,746,000 | 1,548,239 | 0.78% | Shares |
| Ilex Capital Partners (UK) LLP | $128,847,883 | 1,786,081 | 0.75% | Shares |
| NORTHERN TRUST CORP | $128,502,621 | 1,781,295 | 0.75% | Shares |
| BANK OF AMERICA CORP /DE/ | $112,747,276 | 1,562,895 | 0.66% | Shares |
| NEUBERGER BERMAN GROUP LLC | $103,316,884 | 1,432,172 | 0.60% | Shares |
| Bank of New York Mellon Corp | $90,646,184 | 1,256,532 | 0.53% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $88,114,177 | 1,221,433 | 0.52% | Shares |
| NORGES BANK | $81,578,148 | 1,130,831 | 0.48% | Shares |
| Junto Capital Management LP | $78,974,544 | 1,094,740 | 0.46% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $78,696,359 | 1,137,395 | 0.46% | Shares |
| GOLDMAN SACHS GROUP INC | $74,861,405 | 1,037,724 | 0.44% | Shares |
| MILLENNIUM MANAGEMENT LLC | $73,451,649 | 1,018,182 | 0.43% | Shares |
| UBS Group AG | $71,598,877 | 992,499 | 0.42% | Shares |
| AMERIPRISE FINANCIAL INC | $60,743,352 | 842,020 | 0.36% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $57,295,392 | 794,225 | 0.33% | Shares |
| TORONTO DOMINION BANK | $55,030,174 | 762,825 | 0.32% | Shares |
| Legal & General Group Plc | $52,529,682 | 728,163 | 0.31% | Shares |
| Holocene Advisors, LP | $51,683,260 | 716,430 | 0.30% | Shares |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $51,074,759 | 707,995 | 0.30% | Shares |
| DEUTSCHE BANK AG\ | $50,662,695 | 702,283 | 0.30% | Shares |
| Amundi | $48,975,269 | 678,892 | 0.29% | Shares |
| Marathon Asset Management Ltd | $46,267,133 | 641,352 | 0.27% | Shares |
| Freestone Grove Partners LP | $44,103,294 | 611,357 | 0.26% | Shares |
| RHUMBLINE ADVISERS | $39,411,259 | 546,317 | 0.23% | Shares |
| Swiss National Bank | $39,251,374 | 544,100 | 0.23% | Shares |
| BAMCO INC /NY/ | $39,246,757 | 544,036 | 0.23% | Shares |
Company insiders 47 insiders · 23 officers · 22 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Christopher A Cartwright | President and CEO | Aug. 28, 2026 F | 535,744 | 0 | 0 | $0 |
| Todd M Cello | EVP & CFO | Aug. 28, 2026 F | 141,802 | 0 | 0 | $0 |
| Steven M Chaouki | President, US Markets | Oct. 15, 2026 S | 78,888 | 0 | 11 | $-2,657,500 |
| Todd C. Skinner | President, International | Oct. 1, 2026 S | 54,764 | 0 | 11 | $-597,712 |
| David E Wojczynski | Former President, Healthcare | Dec. 17, 2021 F | 27,448 | 0 | 0 | $0 |
| John T Danaher | President, Consumer Inter | Feb. 22, 2021 S | 16,972 | 0 | 0 | $0 |
| Mohamed Abdelsadek | EVP, Chief Global Solutions | Oct. 16, 2026 S | 52,284 | 0 | 5 | $-2,176,260 |
| Malte H Bernholz | EVP, Chief Strategy & Corp Dev | Oct. 1, 2026 A | 123,834 | 0 | 0 | $0 |
| Venkat Achanta | EVP, Chief Tech, Data & Analy. | Sept. 10, 2026 S | 196,912 | 0 | 1 | $-1,793,099 |
| Clayton F. Ruebensaal | EVP, Chief Marketing & Comms | Sept. 1, 2026 A | 5,976 | 0 | 0 | $0 |
| Jennifer A. Williams | SVP, Chief Accounting Officer | Aug. 31, 2026 S | 4,327 | 0 | 3 | $-302,570 |
| Alicia Brooke Zuiker | EVP, CHRO | Aug. 28, 2026 F | 40,896 | 0 | 1 | $-680,744 |
| Tiffani Chambers | EVP, Chief Operations Officer | Aug. 28, 2026 F | 51,650 | 0 | 1 | $-371,348 |
| Heather J Russell | EVP, Chief Legal Officer | Aug. 28, 2026 F | 40,399 | 0 | 3 | $-953,611 |
| Timothy J Martin | EVP - Global Solutions | March 6, 2025 S | 48,510 | 0 | 0 | $0 |
| Susan W. Muigai | EVP, CHRO | Feb. 25, 2025 F | 29,456 | 0 | 0 | $0 |
| Richard Dane Mauldin | EVP - Operations | March 14, 2024 S | 22,033 | 0 | 0 | $0 |
| Karen E Krause | EVP, Strategy & Communications | Aug. 25, 2023 F | 8,532 | 0 | 0 | $0 |
| Abhi Dhar | Former EVP, Chief Info & Tech | June 29, 2023 S | 69,702 | 0 | 0 | $0 |
| Timothy Elberfeld | SVP and CAO | Feb. 25, 2022 A | 14,430 | 0 | 0 | $0 |
| Gerald M Mccarthy JR | EVP - Healthcare | July 30, 2018 M | 37,049 | 0 | 0 | $0 |
| John W Blenke | EVP, Corp GC & Asst Secretary | Nov. 14, 2017 S | 49,717 | 0 | 0 | $0 |
| James V. Pieper | VP and CAO | June 30, 2015 P | 18,340 | 0 | 0 | $0 |
| Charlotte Yarkoni | Director | May 12, 2026 A | 3,870 | 0 | 0 | $0 |
| Sayan Chakraborty | Director | May 12, 2026 A | 3,870 | 0 | 0 | $0 |
| Hamidou Dia | Director | May 12, 2026 A | 13,062 | 0 | 0 | $0 |
| Ravi Kumar Singisetti | Director | May 12, 2026 A | 13,062 | 0 | 0 | $0 |
| Suzanne Patricia Clark | Director | May 12, 2026 A | 25,588 | 0 | 0 | $0 |
| George M Awad | Director | May 12, 2026 A | 32,523 | 0 | 0 | $0 |
| Linda Zukauckas | Director | May 12, 2026 A | 15,821 | 0 | 0 | $0 |
| Thomas L Monahan | Director | May 12, 2026 A | 27,111 | 0 | 0 | $0 |
| Charles E Gottdiener | Director | May 12, 2026 A | 13,123 | 0 | 0 | $0 |
| FRADIN RUSSELL P | Director | May 12, 2026 A | 21,585 | 0 | 0 | $0 |
| JOSEPH PAMELA A | Director | May 12, 2026 A | 42,743 | 0 | 0 | $0 |
| William Bosworth | Director | May 2, 2024 A | 10,408 | 0 | 0 | $0 |
| Siddharth N Mehta | Director | Dec. 13, 2021 M | 42,033 | 0 | 0 | $0 |
| Kermit R Crawford | Director | May 11, 2021 A | 6,283 | 0 | 0 | $0 |
| James M Peck | Director | Feb. 21, 2020 M | 198,245 | 0 | 0 | $0 |
| Leo F Mullin | Director | May 8, 2019 A | 65,718 | 0 | 0 | $0 |
| BEAUCHAMP ROBERT E | Director | June 20, 2018 A | 2,058 | 0 | 0 | $0 |
| Sumit Rajpal | Director | March 8, 2018 S | 25,713 | 0 | 0 | $0 |
| Christopher Egan | Director | Nov. 2, 2017 S | 0 | 0 | 0 | $0 |
| Steven M Tadler | Director | May 2, 2017 S | 254,458 | 0 | 0 | $0 |
| Gilbert H Klemann | Director | March 14, 2016 S | 63,416,341 | 0 | 0 | $0 |
| Andrew Prozes | · | May 11, 2022 A | 11,931 | 0 | 0 | $0 |
| David M Neenan | · | July 30, 2021 S | 56,561 | 0 | 0 | $0 |
| Samuel A Hamood | · | Sept. 14, 2017 M | 78,725 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 81 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 |
|---|---|---|---|---|
| FXR · First Trust Exchange-Traded AlphaDE… | 0.98% | 92,159 NS | July 31, 2026 | N-PORT |
| DVYE · iShares, Inc. | 0.62% | 2,861,509 SH | Sept. 11, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.58% | 28,843 SH | Oct. 23, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.57% | 23,717 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.43% | 21,306 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.39% | 32,426 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.38% | 79,472 SH | Aug. 19, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.38% | 98,924 SH | Aug. 19, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.33% | 84,036 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.32% | 2,832 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.32% | 584,929 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.30% | 2,807,640 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.29% | 241,525 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.26% | 32,602 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.23% | 12,801 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.22% | 63,340 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.21% | 33,363 SH | Oct. 23, 2026 | Daily |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.21% | 34,690 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.19% | 234,280 SH | Aug. 19, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 46,708 SH | Sept. 11, 2026 | Daily |
| IYJ · iShares Trust | 0.19% | 45,716 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.17% | 4,423,078 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.16% | 2,212,396 SH | Aug. 19, 2026 | Daily |
| IWS · iShares Trust | 0.15% | 287,890 SH | Sept. 11, 2026 | Daily |
| ACVU · Hartford Funds Exchange-Traded Trust | 0.13% | 3,050 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.11% | 788,572 SH | Sept. 11, 2026 | Daily |
| VLUE · iShares Trust | 0.11% | 131,923 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.10% | 7,541 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.08% | 24,512 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.08% | 163,077 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.06% | 11,422 SH | Sept. 11, 2026 | Daily |
| EEMS · iShares, Inc. | 0.06% | 78,285 SH | Sept. 11, 2026 | Daily |
| USSG · DBX ETF Trust | 0.05% | 3,259 NS | Aug. 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 4,550 SH | Oct. 23, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.05% | 278,677 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 18,596 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.04% | 6,845 SH | Sept. 11, 2026 | Daily |
| DSI · iShares Trust | 0.04% | 29,726 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.04% | 430,335 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 116,144 SH | Aug. 19, 2026 | Daily |
| CRBN · iShares Trust | 0.04% | 5,764 SH | Sept. 11, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 4,524 SH | Oct. 23, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.04% | 2,586 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.03% | 9,480 NS | July 31, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.03% | 1,183 NS | Aug. 31, 2026 | N-PORT |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.03% | 1,344,507 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.03% | 45,662 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.03% | 10,151 SH | Sept. 11, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 30,659 SH | Oct. 23, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.02% | 61,821 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.02% | 3,238 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.02% | 80,605 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 26,186 SH | Oct. 23, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 8,427 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 134,615 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 254,422 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 53,392 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.02% | 86,648 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 6,123,956 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 31,776 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 16,232 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 43,527 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.02% | 640 NS | July 31, 2026 | N-PORT |
| KOKU · DBX ETF Trust | 0.02% | 1,882 NS | Aug. 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.02% | 562 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.02% | 35,273 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.02% | 17,851 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.02% | 64,173 SH | Sept. 11, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 5,105,276 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 490,763 SH | Aug. 19, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 4,968 SH | Oct. 23, 2026 | Daily |
| IEMG · iShares, Inc. | 0.01% | 3,982,002 SH | Sept. 11, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 678,377 SH | Sept. 11, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 5,361,542 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 82,245 SH | Aug. 19, 2026 | Daily |
| IJH · iShares Trust | · | 6,765,637 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 581,423 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 471,882 SH | Aug. 21, 2026 | Daily |
| XJH · iShares Trust | · | 26,338 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 8,626 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 19,790 SH | Sept. 11, 2026 | Daily |
TRU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
21 analysts · 2026-10-26Mean target $89.29 +9.6%
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 |
|---|---|---|---|---|---|---|
| TRU | $16.50B | 37.0 | 9.4% | 10.0% | 10.5% | · |
| VRSK | $30.96B | 34.5 | 6.6% | 29.6% | 444.1% | · |
| EFX | $26.12B | 40.8 | 6.9% | 10.9% | 14.1% | · |
| LDOS | $23.19B | 16.5 | 3.1% | 8.4% | 31.1% | · |
| J | $17.61B | 62.1 | 4.6% | 2.4% | 7.1% | 24.8% |
| J | $17.61B | 62.1 | 4.6% | 2.4% | 7.1% | 24.8% |
| ULS | $15.85B | 49.3 | 6.4% | 10.7% | 30.0% | · |
| CACI | $10.24B | 19.2 | 10.9% | 5.6% | 12.5% | · |
| BAH | $9.39B | 11.3 | -6.4% | 7.6% | 81.0% | · |
| ANDG | · | · | 14.6% | -0.28% | 3.5% | · |
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