CSGP CoStar Group, Inc. - Common Stock
Acerca de CoStar Group, Inc. - Common Stock Descripción general de la empresa de Wikipedia
CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
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CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
History
Origins
CoStar Group was founded in 1987 by Andrew C. Florance in Washington, D.C., as one of the first companies that digitized and aggregated property data before the Internet became widely available. In 1998, the company went public via an initial public offering on Nasdaq, raising $22.5 million. In June 2004, the lawsuit CoStar Group, Inc. v. LoopNet, Inc. became a landmark case in copyright law about the role of an Internet service provider in monitoring copyrighted content posted on its servers. In October 2009, the company acquired a building from the Mortgage Bankers Association for $41.3 million, which served as the company's headquarters. The building had sold for $97 million two years earlier, with CoStar Group claiming that it had used its analytics data to determine the right time to buy. In 2025, CoStar Group moved its headquarters to Arlington, Virginia.
Growth and expansion
Throughout the 2010s, CoStar Group expanded its footprint in the commercial property industry with a series of acquisitions in North America and Europe. In 2009, it acquired Property and Portfolio Research company Grecam, joining the company's existing Grecam service. In 2012, it acquired the online marketing site LoopNet for $860 million. With the acquisition, CoStar Group also took over the Loopnet properties BizBuySell and LandsofAmerica. Two years later, the company acquired Apartments.com for $585 million, as well as Apartment Finder the following year.
From 2017 through 2020, the company acquired the online marketplaces Westside Rentals, ForRent.com (previously owned by Dominion Enterprises), Cozy Services, Off Campus Partners, and Ten-X; in addition to the hotel research and analytics firm STR, the residential mobile application provider Homesnap. In April 2021, it acquired Homes.com, a prominent residential real-estate website, from Dominion Enterprises for $156 million in cash. In February 2025, CoStar acquired the 3D spatial mapping company Matterport for $1.6 billion.
Overseas, its European division acquired the German real-estate business data company Thomas Daily and the Spanish online marketplace and information provider Belbex in 2016. From 2018 through 2023, it acquired the British online marketplace Realla, the German real-estate data company Emporis, the French online marketplace BureauxLocaux, and the British property portal OnTheMarket. After initially taking a 16.9% stake in Australian real estate information company Domain Group, CoStar entered an agreement to acquire 100% of the company for US$1.92 billion in May 2025.
Other activities
In 2019, CoStar Group announced that Oxford Economics would provide the economic data and forecasts used in its products.
In 2022, Business Insider reported that over 29 then-current and former employees had claimed to have been excessively monitored and micromanaged – including with unscheduled check-in video calls made by the company's IT department – as well as being publicly berated and arbitrarily fired in some cases. The company made efforts to take down criticism of itself on various social media platforms. CoStar Group denied the allegations, contending that the discontent had stemmed from the company's high expectations.
In 2024, CoStar Group purchased an estimated $35 million worth of airtime at Super Bowl LVIII for four Super Bowl commercials advertising its subsidiaries Homes.com and Apartments.com, which The New York Times described as an effort to rival competitor services such as Zillow and Realtor.com.
CoStar has been criticized for anticompetitive and monopolistic business practices, often using aggressive litigation and "public-relations warfare" to "push [competitors] to the brink of collapse or weaken them enough to make them soft targets for an acquisition".
Legal cases
Xceligent
In December 2016, CoStar Group filed a lawsuit against rival Xceligent, owned by London-based Daily Mail and General Trust for copyright infringement of thousands of images. According to the lawsuit, Xceligent used offshore contractors in India and the Philippines to copy CoStar Group's copyrighted photographs and crop out the CoStar Group watermark.. The court entered a $500 million judgement and permanent injunction against Xceligent, valuing each CoStar Group image at $50,000.
CREXi
In September 2020, CoStar Group filed a lawsuit against rival commercial real estate marketplace, Commercial Real Estate Exchange, Inc. (CREXi). The suit alleged CREXi engaged offshore contractors to copy and crop CoStar Group's copyrighted images from LoopNet, a CoStar Group website. In June 2025, the court found significant evidence that CREXi and its contractors copied images from LoopNet, and that CoStar Group owned the photographs that they claimed were infringed.
In September 2024, CoStar Group obtained a permanent injunction against CREXi's founding investor, Leon Capital LLC, for unauthorized access to CoStar's database.
Simultaneously, CoStar Group filed multiple lawsuits in India against CREXi-hired contractors, known as BPOs, for assisting in the copyright infringement. Those cases resulted in several judgments and permanent injunctions against CREXi's offshore contractors.
STR
In February 2024, a proposed consumer class action lawsuit was filed against CoStar Group in multiple states, accusing the company of a price-fixing conspiracy in which it conspired with a group of luxury hotel chains—including Hilton, Hyatt, Marriott, InterContinental, Loews, and Accor—to keep room rental prices artificially high by sharing competitively sensitive information through the company's STR reports. These allegations were based in part on insider information shared by an STR software engineer. In September 2025, the claims were dismissed by the court.
Move, Inc.
In July 2024, CoStar Group was sued by competitor Move, Inc., the operator of Realtor.com, for alleged trade secret misappropriation. Move sought a preliminary injunction against CoStar Group. The injunction was denied by a California federal court on the basis that Move had not provided evidence of any irreparable harm. In April 2025, less than a year after filing its lawsuit, Move voluntarily dismissed the case.
Zillow
CoStar Group sued Zillow in July 2025 for copyright infringement, including for using tens of thousands of CoStar Group's watermarked photographs on its sites, as well as syndicating those photographs on Zillow's partner sites, Redfin and Realtor.com.
Business
CoStar Group provides commercial real estate information, analytics, and online marketplaces for real estate transactions. Its research services include online services and research for the rental home and hotel industry.
As of March 2026, its subsidiaries include:
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CSGP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CSGP Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
CSGP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 6 21,4%
- Compra 10 35,7%
- Mantener 11 39,3%
- Venta 1 3,6%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
20 analistas · 2026-08-17Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.32 | $0.30 | 0.02% |
| 31 de marzo de 2026 | $0.23 | $0.19 | 0.04% |
| 31 de diciembre de 2025 | $0.31 | $0.28 | 0.03% |
| 30 de septiembre de 2025 | $0.23 | $0.18 | 0.05% |
| 30 de junio de 2025 | $0.17 | $0.13 | 0.04% |
| 31 de marzo de 2025 | $0.19 | $0.09 | 0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CSGP | $28.10B | 3362.0 | 18.7% | 0.22% | 0.08% | 78.9% |
| CBRE | $47.55B | 41.8 | 13.4% | 2.9% | 13.4% | — |
| JLL | $15.80B | 20.5 | 11.5% | 3.0% | 11.1% | — |
| COMP | $5.96B | -105.7 | 23.7% | -0.84% | -9.8% | — |
| Z | $16.40B | 758.0 | 15.5% | 0.89% | 0.48% | 74.1% |
| OPEN | — | — | — | — | — | — |
| NMRK | — | 25.5 | 20.3% | 3.8% | 9.5% | — |
| MMI | $1.05B | -545.8 | 8.5% | -0.25% | -0.32% | — |
| AGNT | — | — | — | — | — | — |
| RMAX | — | 7.3 | -5.2% | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Cost of Revenue | $686M | $558M | $491M | $414M | $357M | $309M | $289M | $270M | $220M | $174M | $189M | $157M | |
| Gross Profit | $2.56B | $2.18B | $1.96B | $1.77B | $1.59B | $1.35B | $1.11B | $922M | $745M | $664M | $523M | $419M | |
| SG&A Expense | $549M | $439M | $382M | $339M | $257M | $300M | $179M | $157M | $146M | $123M | $116M | $104M | |
| Operating Expenses | $2.63B | $2.17B | $1.68B | $1.32B | $1.15B | $1.06B | $747M | $648M | $571M | $519M | $511M | $338M | |
| Operating Income | $-72M | $5M | $282M | $451M | $432M | $289M | $364M | $274M | $174M | $145M | $11M | $81M | |
| Interest Expense | · | · | · | · | · | · | $3M | $3M | $9M | $10M | $9M | $10M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $537.0K | $516.0K | |
| Other Non-op | $-8M | $-8M | $6M | $3M | $3M | $-827.0K | $11M | · | · | · | · | · | |
| Pretax Income | $30M | $210M | $502M | $486M | $404M | $271M | $391M | $284M | $165M | $137M | $3M | $71M | |
| Income Tax | $23M | $71M | $127M | $117M | $111M | $44M | $76M | $46M | $42M | $52M | $6M | $26M | |
| Net Income | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| EPS (Basic) | $0.02 | $0.34 | $0.92 | $0.93 | $0.75 | $0.60 | $0.87 | $6.61 | $3.70 | $2.64 | $-0.11 | $1.48 | |
| EPS (Diluted) | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 | $0.59 | $0.86 | $6.54 | $3.66 | $2.62 | $-0.11 | $1.46 | |
| Shares (Basic) | 416,800,000 | 406,300,000 | 405,300,000 | 396,300,000 | 392,200,000 | 380,726,000 | 363,096,000 | 36,058,000 | 33,200,000 | 32,167,000 | 32,167,000 | 30,215,000 | |
| Shares (Diluted) | 420,700,000 | 407,800,000 | 406,900,000 | 397,800,000 | 394,200,000 | 383,266,000 | 366,301,000 | 36,448,000 | 33,559,000 | 32,436,000 | 31,950,000 | 30,641,000 | |
| EBITDA | $191M | $152M | $390M | $589M | $572M | $406M | $445M | $351M | $237M | $215M | $32M | $97M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.63B | $4.68B | $5.20B | $5.00B | $3.80B | $3.69B | $1.07B | $1.10B | $1.21B | $567M | $422M | $527M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Receivables | $234M | $188M | $190M | $154M | $125M | $104M | $92M | $89M | $61M | $49M | $40M | $39M | |
| Inventory | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $134M | $81M | $70M | $64M | $36M | $29M | $36M | $24M | $16M | $12M | $10M | $10M | |
| Current Assets | $2.12B | $4.95B | $5.48B | $5.19B | $3.99B | $3.89B | $1.20B | $1.21B | $1.29B | $627M | $473M | $596M | |
| PP&E (Net) | $1.32B | $1.01B | $472M | $321M | $271M | $126M | $108M | $83M | $84M | $88M | $88M | $74M | |
| PP&E (Gross) | $1.47B | $1.15B | $578M | $407M | $357M | $292M | $243M | $193M | $183M | $163M | $145M | $123M | |
| Accum. Depreciation | $146M | $135M | $106M | $86M | $86M | $166M | $136M | $110M | $98M | $75M | $56M | $49M | |
| Goodwill | $4.94B | $2.53B | $2.39B | $2.31B | $2.32B | $2.24B | $1.88B | $1.61B | $1.28B | $1.25B | $1.25B | $1.14B | |
| Intangibles | $1.77B | $433M | $314M | $329M | $436M | $427M | $421M | $289M | $183M | $196M | $238M | $242M | |
| Total Assets | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Accounts Payable | $42M | $44M | $23M | $29M | $22M | $16M | $8M | $6M | $9M | $11M | $10M | $9M | |
| Accrued Liabilities | · | · | $163M | $89M | $82M | $110M | $39M | $30M | $22M | $31M | $31M | $27M | |
| Current Liabilities | $746M | $552M | $456M | $373M | $339M | $331M | $207M | $154M | $147M | $155M | $135M | $116M | |
| Capital Leases | $117M | $94M | $66M | $76M | $99M | $105M | $120M | · | · | · | · | · | |
| Deferred Tax | $238M | $8M | $37M | $76M | $99M | $73M | $87M | $70M | $12M | $18M | $5M | $30M | |
| Total Liabilities | $2.17B | $1.70B | $1.58B | $1.53B | $1.55B | $1.54B | $448M | $291M | $222M | $531M | $536M | $557M | |
| Long-term Debt | $140M | $1.00B | $1.00B | $1.00B | $1.00B | $1.00B | $0 | $0 | $0 | $338M | $355M | $372M | |
| Total Debt | $993M | $992M | $990M | $989M | $988M | $987M | · | · | $0 | $338M | $355M | $385M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $366.0K | $364.0K | $361.0K | $326.0K | $325.0K | $323.0K | |
| Paid-in Capital | $6.41B | $5.23B | $5.15B | $5.07B | $4.25B | $4.20B | $2.47B | $2.42B | $2.34B | $1.47B | $1.44B | $1.41B | |
| Retained Earnings | $2.35B | $2.34B | $2.20B | $1.83B | $1.46B | $1.17B | $940M | $613M | $321M | $196M | $111M | $114M | |
| Treasury Stock | $510M | $0 | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $80M | $-26M | $-18M | $-29M | $-6M | $-889.0K | $-9M | $-12M | $-9M | $-13M | $-8M | $-6M | |
| Stockholders' Equity | $8.33B | $7.55B | $7.34B | $6.87B | $5.71B | $5.38B | $3.41B | $3.02B | $2.65B | $1.65B | $1.54B | $1.51B | |
| Liabilities + Equity | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Shares Outstanding | 417,900,000 | 409,500,000 | 408,100,000 | 406,700,000 | 395,000,000 | 394,285,000 | 36,668,000 | 36,446,000 | 36,107,000 | 32,509,000 | 32,509,000 | 32,318,000 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $263M | $147M | $108M | $138M | $140M | $117M | $81M | $78M | $64M | $70M | $79M | $70M | |
| Stock-based Comp | $194M | $89M | $85M | $75M | $64M | $53M | $52M | $41M | $39M | $36M | $35M | $28M | |
| Deferred Tax | $36M | $-50M | $-37M | $-31M | $24M | $-12M | $8M | $4M | $-3M | $16M | $-6M | $-1M | |
| Amort. of Intangibles | $118M | $44M | $42M | $74M | $75M | $62M | $34M | $31M | $18M | $23M | $28M | $28M | |
| Other Non-cash | $-70M | $68M | $-40M | $-73M | $-50M | $100M | $1M | $-25M | $12M | $-11M | $85M | $56M | |
| Operating Cash Flow | $430M | $393M | $490M | $479M | $470M | $486M | $458M | $335M | $235M | $201M | $140M | $144M | |
| CapEx | $307M | $579M | $118M | $35M | $124M | $0 | $0 | $30M | $24M | $19M | $35M | $27M | |
| Investing Cash Flow | $-2.82B | $-913M | $-239M | $-69M | $-381M | $-464M | $-484M | $-448M | $-72M | $-23M | $-216M | $-606M | |
| Debt Issued | · | · | · | $0 | $0 | $1.74B | $0 | $0 | · | $0 | $0 | $550M | |
| Net Debt Issued | · | $0 | $0 | $-2M | $0 | $999M | $0 | $0 | $-345M | $-20M | $-20M | $232M | |
| Stock Issued | · | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Stock Repurchased | $500M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-500M | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Financing Cash Flow | $-559M | $-14M | $-4M | $734M | $-16M | $2.66B | $-4M | $3M | $480M | $-31M | $-29M | $734M | |
| Net Change in Cash | $-2.95B | $-535M | $248M | $1.14B | $71M | $2.69B | $-30M | $-111M | $644M | $145M | $-105M | $271M | |
| Taxes Paid | $73M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $123M | $-186M | $372M | $443M | $346M | $438M | $412M | $306M | $210M | $177M | $96M | $116M | |
| Levered FCF | · | · | · | · | · | · | $409M | $303M | $204M | $171M | $87M | $108M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% | 81.4% | 79.3% | 77.3% | 77.2% | 79.2% | 73.5% | 72.7% | |
| Operating Margin | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% | 17.4% | 26.0% | 22.9% | 18.0% | 17.3% | 1.6% | 14.0% | |
| Net Margin | 0.22% | 5.1% | 15.3% | 16.9% | 15.0% | 13.7% | 22.5% | 20.0% | 12.7% | 10.2% | -0.49% | 7.8% | |
| Pretax Margin | 0.92% | 7.7% | 20.4% | 22.3% | 20.8% | 16.3% | 27.9% | 23.8% | 17.1% | 16.3% | 12.6% | 26.3% | |
| EBITDA Margin | 5.9% | 5.5% | 15.9% | 27.0% | 29.4% | 24.5% | 31.8% | 29.5% | 24.6% | 25.7% | 4.5% | 16.8% | |
| ROA | 0.07% | 1.5% | 4.3% | 4.7% | 4.1% | 4.2% | 8.8% | 7.7% | 4.9% | 4.0% | -0.17% | 2.7% | |
| ROE | 0.08% | 1.9% | 5.1% | 5.4% | 5.2% | 4.2% | 9.2% | 8.0% | 5.7% | 5.3% | -0.23% | 3.7% | |
| ROIC | -0.18% | 0.04% | 2.5% | 4.4% | 4.7% | 3.8% | 8.6% | 7.6% | 4.9% | 4.5% | 0.56% | 3.5% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 | 11.8 | 5.8 | 7.9 | 8.8 | 4.0 | 3.5 | 5.0 | |
| Quick Ratio | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 | 11.5 | 5.6 | 7.7 | 8.7 | 4.0 | 3.4 | 4.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | 139.0 | 96.7 | 19.3 | 14.5 | 1.2 | 7.7 |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | |
| Inventory Turnover | 228.7 | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 15.4 | 14.5 | 14.3 | 15.7 | 17.0 | 16.9 | 15.4 | 16.1 | 17.6 | 18.9 | 18.0 | 19.4 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.7% | 11.5% | 12.5% | 12.3% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.2% | 12.1% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -94.1% | -63.0% | -1.1% | 25.7% | 25.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -72.2% | -22.8% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -49.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -95.0% | -62.9% | 1.5% | 26.3% | 28.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -73.3% | -22.0% | 18.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -50.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Net Income TTM | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| Market Cap | $28.10B | $29.32B | $35.66B | · | $31.21B | $3.64B | $2.19B | $1.23B | $968M | $615M | $672M | $593M | |
| Enterprise Value | $27.46B | $25.61B | $31.45B | · | $28.37B | $936M | · | · | $-243M | $386M | $605M | $451M | |
| P/E | 3362.0 | 210.6 | 95.0 | 83.1 | 106.8 | 156.7 | 69.6 | 5.2 | 8.1 | 7.2 | -187.9 | 12.6 | |
| P/S | 8.7 | 10.7 | 14.5 | · | 16.1 | 2.2 | 1.6 | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | |
| P/B | 3.4 | 3.9 | 4.9 | · | 5.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | |
| P / Tangible Book | 17.4 | 6.4 | 7.7 | · | 10.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 65.3 | 74.7 | 72.9 | · | 66.4 | 7.5 | 4.8 | 3.7 | 4.1 | 3.1 | 5.1 | 4.1 | |
| P / FCF | 228.5 | -157.3 | 95.9 | · | 90.2 | 8.3 | 5.3 | 4.0 | 4.6 | 3.5 | 7.0 | 5.1 | |
| EV / EBITDA | 143.8 | 168.9 | 80.7 | · | 49.6 | 2.3 | · | · | -1.0 | 1.8 | 18.9 | 4.7 | |
| EV / FCF | 223.2 | -137.4 | 84.6 | · | 82.0 | 2.1 | · | · | -1.2 | 2.2 | 6.3 | 3.9 | |
| EV / Revenue | 8.5 | 9.4 | 12.8 | · | 14.6 | 0.6 | · | · | -0.3 | 0.5 | 0.9 | 0.8 | |
| Earnings Yield | 0.03% | 0.47% | 1.1% | 1.2% | 0.94% | 0.64% | 1.4% | 19.4% | 12.3% | 13.9% | -0.53% | 8.0% |
Estado de resultados 15
| Métrica | Tendencia | 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 | $925M | $897M | $900M | $834M | $781M | $732M | $709M | $693M | $678M | $656M | $640M | $625M | $606M | $584M | $573M | $557M | |
| Cost of Revenue | $197M | $196M | $193M | $172M | $168M | $153M | $140M | $141M | $136M | $141M | $136M | $124M | $112M | $119M | $109M | $108M | |
| Gross Profit | $728M | $701M | $707M | $661M | $613M | $579M | $569M | $552M | $542M | $515M | $504M | $501M | $494M | $465M | $464M | $449M | |
| SG&A Expense | $114M | $126M | $129M | $157M | $122M | $141M | $125M | $106M | $110M | $98M | $108M | $94M | $91M | $90M | $92M | $91M | |
| Operating Expenses | $652M | $698M | $658M | $712M | $640M | $622M | $529M | $528M | $558M | $558M | $435M | $439M | $414M | $393M | $337M | $363M | |
| Operating Income | $76M | $3M | $49M | $-51M | $-27M | $-43M | $40M | $24M | $-16M | $-43M | $69M | $62M | $79M | $72M | $127M | $85M | |
| Other Non-op | $0 | $-1M | $-1M | $-21M | $16M | $-2M | $-3M | $-2M | $-2M | $-2M | $4M | $500.0K | $600.0K | $600.0K | $-196.0K | $1M | |
| Pretax Income | $74M | $12M | $61M | $-46M | $22M | $-7M | $85M | $78M | $36M | $12M | $134M | $120M | $132M | $116M | $160M | $97M | |
| Income Tax | $19M | $9M | $14M | $-15M | $16M | $8M | $25M | $25M | $17M | $5M | $37M | $30M | $31M | $29M | $35M | $25M | |
| Net Income | $55M | $3M | $46M | $-31M | $6M | $-15M | $60M | $53M | $19M | $7M | $97M | $91M | $100M | $87M | $124M | $72M | |
| EPS (Basic) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.23 | $0.22 | $0.25 | $0.22 | $0.31 | $0.18 | |
| EPS (Diluted) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.24 | $0.22 | $0.25 | $0.21 | $0.31 | $0.18 | |
| Shares (Basic) | 404,100,000 | 413,000,000 | -833,200,000 | 419,900,000 | 419,600,000 | 410,500,000 | -812,100,000 | 406,800,000 | 406,000,000 | 405,600,000 | -810,200,000 | 405,600,000 | 405,400,000 | 404,500,000 | -784,649,000 | 394,712,000 | |
| Shares (Diluted) | 404,400,000 | 414,000,000 | -834,000,000 | 419,900,000 | 424,300,000 | 410,500,000 | -814,900,000 | 408,000,000 | 407,400,000 | 407,300,000 | -813,200,000 | 407,200,000 | 406,700,000 | 406,200,000 | -787,121,000 | 396,209,000 | |
| EBITDA | $76M | $85M | · | $-51M | $-27M | $4M | · | $24M | $-16M | $-10M | · | $62M | $79M | $98M | · | $85M |
Balance general 27
| Métrica | Tendencia | 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 | $1.27B | $1.22B | $1.63B | $1.94B | $3.63B | $3.68B | $4.68B | · | · | · | · | · | · | · | · | · | |
| Receivables | $253M | $269M | $234M | $244M | $204M | $207M | $188M | $179M | $204M | $197M | · | $193M | $181M | $182M | · | $148M | |
| Inventory | $20M | $14M | $6M | $6M | $7M | $5M | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $117M | $103M | $134M | $126M | $93M | $82M | $81M | $79M | $84M | $67M | · | $76M | $58M | $60M | · | $75M | |
| Current Assets | $1.65B | $1.71B | $2.12B | $2.41B | $4.33B | $4.35B | $4.95B | $5.20B | $5.21B | $5.22B | · | $5.50B | $5.44B | $5.30B | · | $5.01B | |
| PP&E (Net) | $841M | · | $1.32B | $1.27B | $1.21B | $1.10B | $1.01B | · | · | · | · | $403M | $359M | $331M | · | $306M | |
| PP&E (Gross) | · | · | $1.47B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $146M | · | · | · | $135M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.98B | $4.97B | $4.94B | $4.92B | $3.69B | $3.67B | $2.53B | $2.40B | $2.38B | $2.38B | $2.39B | $2.32B | $2.32B | $2.32B | $2.31B | $2.30B | |
| Intangibles | $1.67B | $1.73B | $1.77B | $1.84B | $916M | $957M | $433M | $325M | $342M | $365M | · | $275M | $295M | $312M | · | $343M | |
| Total Assets | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Accounts Payable | $44M | $39M | $42M | $46M | $52M | $39M | $44M | $84M | $101M | $114M | · | $26M | $62M | $32M | · | $31M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $156M | $116M | $87M | · | $77M | |
| Current Liabilities | $747M | $777M | $746M | $770M | $742M | $724M | $552M | $539M | $562M | $574M | · | $413M | $443M | $401M | · | $326M | |
| Capital Leases | $128M | $115M | $117M | $104M | $87M | $90M | $94M | $64M | $54M | $58M | · | $73M | $69M | $69M | · | $85M | |
| Deferred Tax | $245M | $244M | $238M | $249M | $8M | $8M | $8M | $13M | $30M | $34M | · | $63M | $69M | $73M | · | $81M | |
| Total Liabilities | $2.19B | $2.21B | $2.17B | $2.20B | $1.91B | $1.87B | $1.70B | $1.65B | $1.67B | $1.69B | · | $1.56B | $1.59B | $1.55B | · | $1.50B | |
| Long-term Debt | $1.00B | $1.00B | $140M | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | |
| Total Debt | $994M | $994M | · | $993M | $992M | $992M | · | $992M | $991M | $991M | · | $990M | $990M | $990M | · | $989M | |
| Common Stock | · | · | $4M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | · | · | $6.41B | · | · | · | $5.23B | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $2.35B | · | · | · | $2.34B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $510M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $80M | $57M | $20M | $-17M | $-26M | $-4M | $-22M | $-22M | · | $-28M | $-22M | $-25M | · | $-47M | |
| Stockholders' Equity | $7.93B | $7.91B | $8.33B | $8.62B | $8.60B | $8.56B | $7.55B | $7.49B | $7.40B | $7.34B | · | $7.21B | $7.10B | $6.97B | $6.87B | $6.71B | |
| Liabilities + Equity | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Shares Outstanding | 404,800,000 | 407,100,000 | 417,900,000 | 424,900,000 | 424,100,000 | 423,400,000 | 409,500,000 | 409,500,000 | 409,300,000 | 409,200,000 | 408,100,000 | 408,071,000 | 408,011,000 | 407,623,000 | 406,700,000 | 406,619,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 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 | $85M | $82M | $81M | $69M | $66M | $47M | $39M | $36M | $39M | $33M | $29M | $27M | $26M | $26M | $28M | $46M | |
| Stock-based Comp | $38M | $42M | $41M | $71M | $52M | $30M | $22M | $22M | $23M | $23M | $21M | $22M | $22M | $20M | $21M | $18M | |
| Deferred Tax | $21M | $3M | $31M | $11M | $-5M | $-1M | $-35M | $-9M | $-4M | $-3M | $-24M | $-6M | $-4M | $-3M | $-10M | $-7M | |
| Amort. of Intangibles | $36M | $37M | $42M | $32M | $27M | $17M | $12M | $10M | $10M | $11M | $11M | $10M | $10M | $11M | $13M | $30M | |
| Other Non-cash | · | $22M | · | · | · | $-9M | · | · | · | $80M | · | · | · | $-7M | · | · | |
| Operating Cash Flow | $115M | $152M | $162M | $68M | $146M | $53M | $95M | $100M | $58M | $140M | $149M | $43M | $175M | $123M | $185M | $81M | |
| CapEx | $38M | $45M | $61M | $74M | $119M | $54M | $69M | $60M | $73M | $377M | $56M | $16M | $30M | $16M | $4M | $6M | |
| Investing Cash Flow | $-56M | $-54M | $-66M | $-1.69B | $-151M | $-911M | $-350M | $-85M | $-97M | $-380M | $-163M | $-22M | $-35M | $-20M | $7M | $-19M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-470.0K | · | |
| Stock Repurchased | $82M | $505M | $385M | $51M | $45M | $19M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-505M | · | · | · | $-18M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-108M | $-514M | $-397M | $-64M | $-51M | $-47M | $-200.0K | $2M | $7M | $-22M | $-1M | $3M | $10M | $-16M | $-533.0K | $749M | |
| Net Change in Cash | $-50M | $-417M | $-302M | $-1.69B | $-51M | $-903M | $-257M | $18M | $-32M | $-264M | $-14M | $25M | $150M | $88M | $194M | $810M | |
| Taxes Paid | $13M | $-23M | · | · | $54M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $107M | · | · | · | $-500.0K | · | · | · | $-237M | · | · | · | $108M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.7% | 78.1% | · | 79.3% | 78.5% | 79.1% | · | 79.7% | 80.0% | 78.5% | · | 80.2% | 81.5% | 79.6% | · | 80.5% | |
| Operating Margin | 8.2% | 0.33% | · | -6.1% | -3.5% | -5.9% | · | 3.4% | -2.4% | -6.5% | · | 9.9% | 13.1% | 12.4% | · | 15.3% | |
| Net Margin | 5.9% | 0.33% | · | -3.7% | 0.79% | -2.0% | · | 7.6% | 2.8% | 1.0% | · | 14.5% | 16.6% | 14.9% | · | 13.0% | |
| Pretax Margin | 8.0% | 1.3% | · | -5.5% | 2.8% | -0.92% | · | 11.2% | 5.3% | 1.8% | · | 19.3% | 21.7% | 19.9% | · | 17.5% | |
| EBITDA Margin | 8.2% | 9.5% | · | -6.1% | -3.5% | 0.61% | · | 3.4% | -2.4% | -1.5% | · | 9.9% | 13.1% | 16.7% | · | 15.3% | |
| ROA | 0.53% | 0.03% | · | -0.31% | 0.06% | -0.15% | · | 0.59% | 0.22% | 0.08% | · | 1.1% | 1.2% | 1.1% | · | 0.94% | |
| ROE | 0.67% | 0.04% | · | -0.38% | 0.08% | -0.19% | · | 0.72% | 0.26% | 0.09% | · | 1.3% | 1.6% | 1.4% | · | 1.2% | |
| ROIC | 0.63% | 0.01% | · | -0.36% | -0.08% | -0.99% | · | 0.19% | -0.10% | -0.30% | · | 0.56% | 0.75% | 0.68% | · | 0.82% |
Liquidez y Solvencia 4
| Métrica | Tendencia | 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 | 2.2 | 2.2 | · | 3.1 | 5.8 | 6.0 | · | 9.6 | 9.3 | 9.1 | · | 13.3 | 12.3 | 13.2 | · | 15.4 | |
| Quick Ratio | 2.0 | 1.9 | · | 2.8 | 5.2 | 5.4 | · | 0.3 | 0.4 | 0.3 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Eficiencia 3
| Métrica | Tendencia | 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 | |
| Inventory Turnover | 14.5 | 20.3 | · | 54.7 | 46.6 | 57.8 | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 4.0 | 3.8 | · | 3.9 | 3.8 | 3.6 | · | 3.7 | 3.5 | 3.5 | · | 3.7 | 3.6 | 3.7 | · | 4.2 |
Valoración (TTM) 14
| Métrica | Tendencia | 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 | $3.44B | $3.24B | · | $3.04B | $2.88B | $2.76B | · | $2.65B | $2.56B | $2.47B | · | $2.37B | $2.28B | $2.19B | · | $2.11B | |
| Net Income TTM | $33M | $-37M | · | $14M | $64M | $64M | · | $170M | $217M | $285M | · | $350M | $343M | $332M | · | $309M | |
| Market Cap | $11.46B | $16.42B | · | $35.85B | $34.10B | $33.55B | · | $30.89B | $30.35B | $39.53B | · | $31.38B | $36.31B | $28.06B | · | $28.32B | |
| Enterprise Value | $11.19B | $16.20B | · | $34.91B | $31.46B | $30.86B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 314.7 | -448.2 | · | 2812.3 | 536.0 | 495.2 | · | 179.6 | 137.3 | 138.0 | · | 89.4 | 104.7 | 83.0 | · | 89.3 | |
| P/S | 3.3 | 5.1 | · | 11.8 | 11.8 | 12.2 | · | 11.7 | 11.8 | 16.0 | · | 13.2 | 15.9 | 12.8 | · | 13.4 | |
| P/B | 1.4 | 2.1 | · | 4.2 | 4.0 | 3.9 | · | 4.1 | 4.1 | 5.4 | · | 4.4 | 5.1 | 4.0 | · | 4.2 | |
| P / Tangible Book | 8.9 | 13.6 | · | 19.3 | 8.5 | 8.5 | · | 6.5 | 6.5 | 8.6 | · | 6.8 | 8.1 | 6.5 | · | 7.0 | |
| P / Cash Flow | · | 108.0 | · | · | · | 630.6 | · | · | · | 283.2 | · | · | · | 227.8 | · | · | |
| P / FCF | · | 153.5 | · | · | · | -67092.0 | · | · | · | -166.7 | · | · | · | 261.1 | · | · | |
| EV / EBITDA | 147.3 | 190.6 | · | -683.1 | -1156.7 | 6857.2 | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | · | 151.4 | · | · | · | -61714.8 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.3 | 5.0 | · | 11.5 | 10.9 | 11.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.32% | -0.22% | · | 0.04% | 0.19% | 0.20% | · | 0.56% | 0.73% | 0.72% | · | 1.1% | 0.96% | 1.2% | · | 1.1% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B |
| Margen Bruto % | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% |
| Margen Operativo % | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% |
| Beneficio neto | $7M | $139M | $375M | $370M | $293M |
| EPS Diluido | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
| Ratio corriente | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 |
| Ratio Rápido | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $123M | $-186M | $372M | $443M | $346M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 855 declarantes · $8.4B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 116 (-35 vs trimestre anterior) | 134 (-32 vs trimestre anterior) | 306 (+11 vs trimestre anterior) | 261 (-14 vs trimestre anterior) | +5.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 073 748 382 | 37 914 844 | 12,85% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $755 684 989 | 26 683 792 | 9,05% | Acciones |
| BAMCO INC /NY/ | $612 469 928 | 21 626 763 | 7,33% | Acciones |
| STATE STREET CORP | $521 396 008 | 18 410 876 | 6,24% | Acciones |
| Capital International Investors | $471 330 213 | 16 643 016 | 5,64% | Acciones |
| AKRE CAPITAL MANAGEMENT LLC | $331 326 895 | 11 699 396 | 3,97% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $304 726 791 | 10 804 293 | 3,65% | Acciones |
| POLEN CAPITAL MANAGEMENT LLC | $248 063 762 | 8 759 314 | 2,97% | Acciones |
| BAILLIE GIFFORD & CO | $198 477 463 | 7 008 385 | 2,38% | Acciones |
| EdgePoint Investment Group Inc. | $168 504 057 | 5 950 002 | 2,02% | Acciones |
| NORGES BANK | $168 501 508 | 5 949 912 | 2,02% | Acciones |
| Meritage Group LP | $152 762 724 | 5 394 164 | 1,83% | Acciones |
| RGM Capital, LLC | $134 174 730 | 1 995 460 | 1,61% | Acciones |
| Capital Research Global Investors | $118 785 369 | 4 193 733 | 1,42% | Acciones |
| Bares Capital Management, Inc. | $103 458 797 | 1 226 251 | 1,24% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $94 015 207 | 3 319 746 | 1,13% | Acciones |
| Qube Research & Technologies Ltd | $91 144 210 | 3 218 369 | 1,09% | Acciones |
| VAN ECK ASSOCIATES CORP | $82 323 918 | 2 906 918 | 0,99% | Acciones |
| Spyglass Capital Management LLC | $76 313 819 | 2 694 697 | 0,91% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $70 280 073 | 2 481 641 | 0,84% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $68 053 000 | 2 403 003 | 0,81% | Acciones |
| Ensign Peak Advisors, Inc | $67 214 886 | 2 373 407 | 0,80% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $65 078 624 | 2 297 974 | 0,78% | Acciones |
| VANGUARD GROUP INC | $61 879 694 | 920 281 | 0,74% | Acciones |
| FMR LLC | $55 290 835 | 1 952 360 | 0,66% | Acciones |
| GOLDMAN SACHS GROUP INC | $52 467 474 | 1 852 665 | 0,63% | Acciones |
| Erste Asset Management GmbH | $49 844 000 | 1 700 000 | 0,60% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $44 698 079 | 1 578 322 | 0,54% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43 711 439 | 1 543 483 | 0,52% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $43 487 752 | 1 535 584 | 0,52% | Acciones |
| Pictet Asset Management Holding SA | $41 653 736 | 1 470 824 | 0,50% | Acciones |
| Squarepoint Ops LLC | $40 838 828 | 1 442 049 | 0,49% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36 803 483 | 1 299 558 | 0,44% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $34 578 255 | 1 220 984 | 0,41% | Acciones |
| Swiss National Bank | $33 524 225 | 1 183 765 | 0,40% | Acciones |
| Douglas Lane & Associates, LLC | $33 102 096 | 1 168 859 | 0,40% | Acciones |
| TimesSquare Capital Management, LLC | $32 093 697 | 795 580 | 0,38% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $31 292 184 | 1 104 950 | 0,37% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $30 912 267 | 1 091 535 | 0,37% | Acciones |
| HSBC HOLDINGS PLC | $29 377 214 | 1 037 331 | 0,35% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28 755 562 | 1 015 380 | 0,34% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $28 291 907 | 999 008 | 0,34% | Acciones |
| BlackRock, Inc. | $27 282 412 | 963 362 | 0,33% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26 911 258 | 667 111 | 0,32% | Acciones |
| Focus Partners Wealth | $26 529 388 | 936 775 | 0,32% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $26 199 398 | 925 120 | 0,31% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $25 565 115 | 902 723 | 0,31% | Acciones |
| Vanguard Global Advisers, LLC | $24 949 948 | 881 001 | 0,30% | Acciones |
| PRIMECAP MANAGEMENT CO/CA/ | $23 267 712 | 821 600 | 0,28% | Acciones |
| RHUMBLINE ADVISERS | $22 375 967 | 790 116 | 0,27% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $21 886 489 | 772 828 | 0,26% | Acciones |
| Petrus Trust Company, LTA | $21 415 584 | 756 200 | 0,26% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $21 154 898 | 746 995 | 0,25% | Acciones |
| Trexquant Investment LP | $20 963 625 | 740 241 | 0,25% | Acciones |
| AMERICAN CAPITAL MANAGEMENT INC | $20 536 050 | 725 143 | 0,25% | Acciones |
| D. E. Shaw & Co., Inc. | $20 105 472 | 709 939 | 0,24% | Acciones |
| Korea Investment CORP | $19 779 169 | 698 417 | 0,24% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $19 618 765 | 692 753 | 0,23% | Acciones |
| Fiera Capital Corp | $19 595 599 | 691 935 | 0,23% | Acciones |
| BLAIR WILLIAM & CO/IL | $18 639 054 | 658 159 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $18 495 406 | 458 488 | 0,22% | Acciones |
| Gotham Asset Management, LLC | $18 011 180 | 635 988 | 0,22% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $17 770 517 | 627 490 | 0,21% | Acciones |
| BANK OF AMERICA CORP /DE/ | $17 390 661 | 614 077 | 0,21% | Acciones |
| Quantinno Capital Management LP | $16 368 852 | 577 996 | 0,20% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 598 656 | 550 800 | 0,19% | Opción de compra |
| BARCLAYS PLC | $15 459 095 | 545 872 | 0,19% | Acciones |
| Ion Asset Management Ltd. | $15 186 600 | 180 000 | 0,18% | Acciones |
| Chicago Capital, LLC | $14 923 442 | 526 958 | 0,18% | Acciones |
| United Asset Strategies, Inc. | $13 848 707 | 489 008 | 0,17% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $13 810 984 | 487 676 | 0,17% | Acciones |
| California Public Employees Retirement System | $13 538 149 | 478 042 | 0,16% | Acciones |
| NZS Capital, LLC | $13 467 604 | 475 551 | 0,16% | Acciones |
| Man Group plc | $13 239 430 | 467 494 | 0,16% | Acciones |
| ExodusPoint Capital Management, LP | $12 992 225 | 458 765 | 0,16% | Acciones |
| FORA Capital, LLC | $12 557 919 | 443 586 | 0,15% | Acciones |
| CIBC WORLD MARKETS CORP | $12 516 121 | 186 141 | 0,15% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12 500 788 | 441 412 | 0,15% | Acciones |
| Legal & General Group Plc | $12 069 814 | 426 194 | 0,14% | Acciones |
| WEITZ INVESTMENT MANAGEMENT, INC. | $11 984 486 | 423 181 | 0,14% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $11 919 265 | 420 878 | 0,14% | Acciones |
| Ninety One UK Ltd | $11 564 722 | 408 359 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 483 703 | 405 498 | 0,14% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $11 336 100 | 400 286 | 0,14% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $11 248 421 | 397 190 | 0,13% | Acciones |
| Ardmore Road Asset Management LP | $11 048 935 | 390 146 | 0,13% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10 475 370 | 369 893 | 0,13% | Acciones |
| WOLVERINE TRADING, LLC | $10 436 097 | 123 900 | 0,12% | Opción de compra |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10 340 312 | 256 329 | 0,12% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10 305 648 | 363 900 | 0,12% | Acciones |
| FIRST CITIZENS BANK & TRUST CO | $10 229 920 | 361 226 | 0,12% | Acciones |
| Prana Capital Management, LP | $10 096 420 | 356 512 | 0,12% | Acciones |
| IEQ CAPITAL, LLC | $9 959 219 | 351 667 | 0,12% | Acciones |
| Mariner, LLC | $9 840 476 | 347 439 | 0,12% | Acciones |
| OSSIAM | $9 793 877 | 345 829 | 0,12% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $9 669 694 | 341 444 | 0,12% | Acciones |
| JANE STREET GROUP, LLC | $9 398 020 | 331 851 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $9 045 408 | 319 400 | 0,11% | Opción de compra |
| RAYMOND JAMES FINANCIAL INC | $8 969 652 | 316 725 | 0,11% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $8 721 015 | 307 945 | 0,10% | Acciones |
Informantes de la empresa 36 insiders · 17 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Robin Jack Rossmann | Chief Financial Officer | 31 de julio de 2026 A | — | 0 | 0 | $0 |
| Christian M. Lown | Chief Financial Officer | 1 de julio de 2026 F | 129 653 | 0 | 0 | $0 |
| Scott T Wheeler | Chief Financial Officer | 26 de abril de 2024 M | 303 417 | 0 | 0 | $0 |
| Brian J Radecki | Chief Financial Officer | 13 de marzo de 2015 M | 41 473 | 0 | 0 | $0 |
| Frederick G. Saint | President, Marketplaces | 1 de agosto de 2026 F | 278 415 | 0 | 1 | $-2 258 250 |
| Lisa Ruggles | Senior VP, Global Operations | 1 de junio de 2025 F | 211 201 | 0 | 0 | $0 |
| Frank Simuro | Chief Technology Officer | 15 de marzo de 2025 F | 483 599 | 0 | 0 | $0 |
| Michael J Desmarais | Chief Human Resources Officer | 15 de marzo de 2025 F | 79 118 | 0 | 0 | $0 |
| Gene Boxer | General Counsel and Secretary | 15 de marzo de 2025 F | 78 572 | 0 | 0 | $0 |
| Matthew Linnington | Executive VP, Sales | 12 de agosto de 2020 S | 19 766 | 0 | 0 | $0 |
| Francis Carchedi | Executive VP, Corp. Dev. | 28 de septiembre de 2018 D | 6 540 | 0 | 0 | $0 |
| John L Stanfill | Sr. VP-Sales, Customer Service | 11 de marzo de 2014 M | 14 316 | 0 | 0 | $0 |
| Jennifer Kitchen | Sr. Vice President, Research | 9 de septiembre de 2013 S | 22 220 | 0 | 0 | $0 |
| Paul Marples | Managing Director, CoStar UK | 30 de julio de 2012 S | 28 632 | 0 | 0 | $0 |
| Christopher Tully | Sr. VP-Sales, Customer Service | 28 de mayo de 2008 A | 10 682 | 0 | 0 | $0 |
| Craig Farrington | Vice President, Research | 27 de abril de 2007 F | 6 307 | 0 | 0 | $0 |
| David M Schaffel | Chief Information Officer | 10 de marzo de 2005 A | 3 308 | 0 | 0 | $0 |
| Louise S Sams | Consejero | 23 de junio de 2026 A | 28 671 | 1 | 0 | $48 360 |
| Angelique G. Brunner | Consejero | 23 de junio de 2026 A | 18 428 | 0 | 0 | $0 |
| Rachel C Glaser | Consejero | 23 de junio de 2026 A | 12 419 | 0 | 0 | $0 |
| John L Berisford | Consejero | 23 de junio de 2026 A | 11 235 | 0 | 0 | $0 |
| Robert W Musslewhite | Consejero | 23 de junio de 2026 A | 26 539 | 0 | 0 | $0 |
| Christine M Mccarthy | Consejero | 23 de junio de 2026 A | 11 585 | 0 | 0 | $0 |
| Michael R Klein | Consejero | 10 de diciembre de 2024 G | 1 848 592 | 0 | 0 | $0 |
| Christopher J Nassetta | Consejero | 27 de noviembre de 2024 S | 229 715 | 0 | 0 | $0 |
| Laura Cox Kaplan | Consejero | 17 de julio de 2024 A | 17 835 | 0 | 0 | $0 |
| Michael J Glosserman | Consejero | 30 de octubre de 2023 A | 101 465 | 0 | 0 | $0 |
| David Jay Steinberg | Consejero | 4 de marzo de 2020 S | 6 456 | 0 | 0 | $0 |
| HABER WARREN H | Consejero | 20 de septiembre de 2018 A | 121 049 | 0 | 0 | $0 |
| David Bonderman | Consejero | 11 de septiembre de 2014 A | 294 277 | 0 | 0 | $0 |
| Josiah O Low III | Consejero | 2 de septiembre de 2010 A | 20 705 | 0 | 0 | $0 |
| Catherine B Reynolds | Consejero | 14 de septiembre de 2007 A | 5 736 | 0 | 0 | $0 |
| Cynthia Cammett Cann | — | 7 de agosto de 2026 S | 18 822 | 0 | 2 | $-274 017 |
| John W Hill | — | 5 de agosto de 2026 S | 22 993 | 0 | 2 | $-260 265 |
| Andrew C Florance | — | 4 de agosto de 2026 P | 1 806 165 | 4 | 0 | $7 484 699 |
| Michael D Arabe | — | 27 de febrero de 2004 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| IRS IDENTIFICATION NO. CoStar Group, Inc. | 6 de mayo de 2011 | — | Presentación inicial | M&A / venta | SEC |
| Michael R. Klein | 7 de julio de 2006 | — | Presentación inicial | — | 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.
Propiedad de ETFs Mantenido por 153 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| RSPR · Invesco Exchange-Traded Fund Trust | 3,33% | 97 801 SH | 20 de agosto de 2026 | Diario |
| EBIZ · Global X Funds | 2,58% | 21 749 NS | 30 de abril de 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,68% | 171 587 NS | 30 de abril de 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,02% | 13 859 NS | 30 de abril de 2026 | N-PORT |
| URE · ProShares Trust | 1,01% | 17 468 NS | 31 de mayo de 2026 | N-PORT |
| IYR · iShares Trust | 0,99% | 1 366 046 SH | 20 de agosto de 2026 | Diario |
| FPRO · FIDELITY COVINGTON TRUST | 0,97% | 4 176 NS | 30 de abril de 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,95% | 397 488 NS | 30 de abril de 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 0,89% | 83 236 NS | 30 de abril de 2026 | N-PORT |
| ARTY · iShares Trust | 0,85% | 979 102 SH | 20 de agosto de 2026 | Diario |
| QQQE · Direxion Shares ETF Trust | 0,73% | 255 204 NS | 30 de abril de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,67% | 6 647 NS | 31 de mayo de 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,65% | 6 917 NS | 31 de mayo de 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,63% | 15 904 101 SH | 19 de agosto de 2026 | Diario |
| OGIG · ALPS ETF Trust | 0,61% | 21 915 NS | 31 de mayo de 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,38% | 60 812 SH | 20 de agosto de 2026 | Diario |
| HOMZ · ETF Series Solutions | 0,34% | 3 595 NS | 31 de mayo de 2026 | N-PORT |
| CGGR · Capital Group Growth ETF | 0,23% | 1 766 090 NS | 31 de mayo de 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0,23% | 47 372 SH | 20 de agosto de 2026 | Diario |
| CAPE · DoubleLine ETF Trust | 0,22% | 18 744 NS | 30 de junio de 2026 | N-PORT |
| SIZE · iShares Trust | 0,19% | 24 354 SH | 20 de agosto de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,18% | 5 444 489 SH | 20 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 100 140 NS | 31 de mayo de 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,17% | 101 268 SH | 20 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,17% | 213 577 SH | 20 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 2 712 100 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,15% | 38 275 SH | 20 de agosto de 2026 | Diario |
| SPXD · DBX ETF Trust | 0,13% | 279 NS | 31 de mayo de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,13% | 1 565 081 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,12% | 544 838 SH | 20 de agosto de 2026 | Diario |
| SGLC · RBB Fund, Inc. | 0,11% | 6 618 NS | 31 de mayo de 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0,10% | 269 136 NS | 31 de mayo de 2026 | N-PORT |
| IWR · iShares Trust | 0,10% | 1 642 438 SH | 20 de agosto de 2026 | Diario |
| QUAL · iShares Trust | 0,09% | 1 257 342 SH | 20 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,09% | 45 050 SH | 20 de agosto de 2026 | Diario |
| QRMI · Global X Funds | 0,08% | 398 NS | 30 de abril de 2026 | N-PORT |
| QCLR · Global X Funds | 0,08% | 87 NS | 30 de abril de 2026 | N-PORT |
| QYLD · Global X Funds | 0,08% | 182 020 NS | 30 de abril de 2026 | N-PORT |
| QTR · Global X Funds | 0,08% | 63 NS | 30 de abril de 2026 | N-PORT |
| QYLG · Global X Funds | 0,07% | 3 012 NS | 30 de abril de 2026 | N-PORT |
| XOEF · iShares Trust | 0,07% | 501 SH | 20 de agosto de 2026 | Diario |
| PTNQ · Pacer Funds Trust | 0,07% | 25 535 NS | 30 de abril de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,07% | 4 686 477 SH | 19 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,07% | 800 NS | 30 de abril de 2026 | N-PORT |
| QSIX · Pacer Funds Trust | 0,06% | 335 NS | 30 de abril de 2026 | N-PORT |
| CRTC · DBX ETF Trust | 0,06% | 2 510 NS | 31 de mayo de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,06% | 4 425 651 SH | 19 de agosto de 2026 | Diario |
| USXF · iShares Trust | 0,06% | 24 456 SH | 20 de agosto de 2026 | Diario |
| EQL · ALPS ETF Trust | 0,05% | 23 420 NS | 31 de mayo de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,05% | 2 346 NS | 30 de abril de 2026 | N-PORT |