DOCS Clase A Doximity, Inc. Class A Common Stock
NYSE · Health Care · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 6, 2026
$27,93
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$17,15mínimo 52 semanas
$73,92máximo 52 semanas
Capitalización Bursátil (MRQ)
$5.02B
P/E (TTM)
33.2
BPA (TTM)
$0.84
Ingresos (TTM)
$656M
tus insignias
Rango 52S
$17–$74
Calificación del Analista
HOLD
Precio Objetivo
$30
P/E
33.2
ROE
17.2%
Margen de Beneficio Neto
25.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
DOCS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$27.93
Capitalización Bursátil (MRQ)
$5.02B
P/E (TTM)
33.2
BPA (TTM)
$0.84
Ingresos (TTM)
$656M
ROE (TTM)
17.2%
Rango 52S
$17–$74
DOCS Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Acerca de Doximity, Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.
History
The company was launched in March 2011 by co-founders Nate Gross, Jeff Tangney and Shari Buck. In 2013, founder Jeff Tangney remained CEO while the company was based in San Mateo, California. By 2013, it became one of the largest networks for U.S. healthcare professionals, with approximately 10 percent of U.S. doctors as members.
By the beginning of 2014, 40 percent of U.S. physicians became members. In 2016, it began offering a free service for doctors to call patients using their work number on their mobile phones. In 2018, the company announced that it had reached 1 million members, accounting for more than 70 percent of U.S. physicians. In 2021, Doximity served more than 2 million registered members, including over 80 percent of U.S. physicians and over 50 percent of nurse practitioners and physician assistants.
In 2016, the company was ranked #6 on the Deloitte Technology Fast 500 list. In November 2019, Doximity was listed on the Deloitte Technology Fast 500 list for the fourth consecutive year. In May 2020, the company added video. Dialer Video, a video telehealth app, allows physicians to video call patients through personal smartphones. In June 2020, Doximity Acquires THMED and launches the Curative Brand. Curative is a staffing and recruiting company offering permanent and Locum/Temporary placement services.
In May 2021, Doximity, a professional network for physicians with telehealth and scheduling tools, filed for an initial public offering (IPO) seeking to raise $100 million. Morgan Stanley, Goldman Sachs and J.P. Morgan Securities were the lead underwriters for the IPO. Doximity raised nearly $606 million in its IPO. In its June 2021 IPO on the NYSE, gave it a market cap shortly after its debut of $9.4 billion.
In 2021 August, CNBC reported that the site's news feed was "inundated" with vaccine misinformation shared among physicians, despite Doximity's community guidelines banning medical misinformation. At the time, 80% of its revenue came from ads paid by pharmaceutical firms and hospitals, and directed at physicians on the site. In November 2023, Doximity released DocDefender, a free service that removed a physician's personal phone numbers and addresses from public websites.
Investors
In April 2014, the company announced it had raised a $54 million financing round led by the venture capital firm Draper Fisher Jurvetson and the mutual fund company T. Rowe Price. Morgan Stanley Investment Management also invested. This investment brought Doximity's total funding to $81 million. Doximity received $10.8 million in venture capital funding from Emergence Capital Partners and Interwest Partners in March 2011, and $17 million in Series B funding led by Morgenthaler Ventures in September 2012.
Products and services
Dialer
In 2016, Doximity built Dialer, a free communication tool for physicians to call their patients. The Doximity Dialer app allows physicians to call patients from their personal cell phone, and the patient sees the doctor's office number on caller ID.
Dialer Video
In May 2020, Doximity released Dialer Video, a telemedicine tool that allows physicians to video call their patients directly from their own smartphones. In July 2020, Doximity said that more than 100,000 U.S. Doctors use Dialer Video, its telemedicine app.
Acquisition
In June 2020, Doximity acquired THMED, a healthcare company. Following the purchase, THMED changed its name to Curative and started concentrating on customized medical-personnel queries. In February 2022, Doximity acquired Amion, an on-call doctor scheduling company. In August 2025, Doximity acquired Pathway Medical, a Canadian startup specializing in medical AI and evidence-based clinical reference tools.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
sectorHealth Care
industriaHealth Care
empleados880
paísUS
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$645M2020-03-31 → 2026-03-31
BPA$0.982020-03-31 → 2026-03-31
Flujo de caja libre$326M2022-03-31 → 2026-03-31
Margen neto25.5%2022-03-31 → 2026-03-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | DOCS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 33.2promedio 5A ≈49.8 | ≈49.8 | · | · | |
| P/S (TTM) | 7.7promedio 5A ≈16.1 | ≈16.1 | · | · | |
| P/C (MRQ) | 5.5promedio 5A ≈7.6 | ≈7.6 | · | · | |
| Price / FCF (Precio / FCF) | 15.7promedio 5A ≈39.2 | ≈39.2 | · | · | |
| Price / Cash Flow (Precio / Flujo de Caja) | 15.7promedio 5A ≈38.9 | ≈38.9 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 5.7promedio 5A ≈8.3 | ≈8.3 | · | · | |
| PEG Ratio (Ratio PEG) | ≈1.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | DOCS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 88.1%promedio 5A ≈88.9% | ≈88.9% | · | · | |
| Margen Operativo (TTM) | 29.6%promedio 5A ≈34.1% | ≈34.1% | · | · | |
| Margen EBITDA (TTM) | 32.0%promedio 5A ≈36.2% | ≈36.2% | · | · | |
| Margen antes de impuestos (TTM) | 34.5%promedio 5A ≈37.8% | ≈37.8% | · | · | |
| Margen de Beneficio Neto (TTM) | 25.5%promedio 5A ≈34.5% | ≈34.5% | · | · | |
| ROA (TTM) | 14.6%promedio 5A ≈16.9% | ≈16.9% | · | · | |
| ROE (TTM) | 17.2%promedio 5A ≈17.4% | ≈17.4% | · | · | |
| ROIC | 17.7%promedio 5A ≈15.7% | ≈15.7% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | DOCS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 6.1promedio 5A ≈6.9 | ≈6.9 | · | · | |
| Quick Ratio (Ratio Rápido) | 2.3promedio 5A ≈1.9 | ≈1.9 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | DOCS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 13.1%promedio 5A ≈26.9% | ≈26.9% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 15.4%promedio 5A ≈21.9% | ≈21.9% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 25.5% | · | · | · | |
| EPS YoY (EPS interanual) | -11.7%promedio 5A ≈51.7% | ≈51.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -12.2%promedio 5A ≈50.2% | ≈50.2% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 22.7%promedio 5A ≈28.5% | ≈28.5% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 33.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 20.2%promedio 5A ≈25.5% | ≈25.5% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 31.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | DOCS | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.5promedio 5A ≈0.5 | ≈0.5 | · | · | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.7promedio 5A ≈4.8 | ≈4.8 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$732.8K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
3.3%
Próximo informe
Nov 04, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | $0.29 | $0.31 | -6.7% | |
| 31 de marzo de 2026 | $0.26 | $0.29 | -10.0% | |
| 31 de diciembre de 2025 | $0.46 | $0.45 | 1.2% | |
| 30 de septiembre de 2025 | $0.45 | $0.39 | 16.4% | |
| 30 de junio de 2025 | $0.36 | $0.31 | 17.5% | |
| 31 de marzo de 2025 | $0.46 | $0.45 | 1.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $645M | $570M | $475M | $419M | $344M | $207M | $116M | |
| Cost of Revenue | $70M | $56M | $51M | $53M | $40M | $31M | $15M | |
| Gross Profit | $575M | $515M | $425M | $366M | $304M | $176M | $101M | |
| R&D Expense | $131M | $93M | $82M | $80M | $62M | $44M | $32M | |
| SG&A Expense | $65M | $46M | $38M | $37M | $36M | $16M | $7M | |
| Operating Expenses | $360M | $287M | $261M | $240M | $190M | $122M | $79M | |
| Operating Income | $215M | $228M | $164M | $125M | $114M | $53M | $22M | |
| Other Non-op | $-806.0K | $-247.0K | $62.0K | $-146.0K | $-448.0K | $4M | $1M | |
| Pretax Income | $250M | $264M | $185M | $133M | $114M | $58M | $24M | |
| Income Tax | $54M | $40M | $38M | $20M | $-41M | $8M | $-6M | |
| Net Income | $196M | $223M | $148M | $113M | $155M | $50M | $30M | |
| EPS (Basic) | $1.05 | $1.19 | $0.78 | $0.58 | $0.82 | $0.29 | $0.16 | |
| EPS (Diluted) | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 | $0.23 | $0.13 | |
| Shares (Basic) | 187,014,000 | 186,841,000 | 190,172,000 | 193,176,000 | 163,484,000 | 74,342,000 | 66,758,000 | |
| Shares (Diluted) | 199,048,000 | 201,208,000 | 205,734,000 | 213,425,000 | 191,017,000 | 95,134,000 | 81,710,000 | |
| EBITDA | $229M | $238M | $174M | $135M | $119M | · | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $219M | $210M | $97M | $158M | $113M | $66M | · | |
| Receivables | $145M | $128M | $101M | $107M | $81M | $50M | · | |
| Prepaid Expense | $51M | $45M | $49M | $27M | $19M | $11M | · | |
| Current Assets | $944M | $1.09B | $913M | $975M | $904M | $209M | · | |
| PP&E (Net) | $18M | $14M | $12M | $11M | $8M | $8M | · | |
| PP&E (Gross) | $49M | $39M | $31M | $25M | $17M | $12M | · | |
| Accum. Depreciation | $31M | $25M | $19M | $14M | $8M | $5M | · | |
| Goodwill | $85M | $68M | $68M | $68M | $19M | $19M | · | |
| Intangibles | $35M | $23M | $27M | $32M | $8M | $10M | · | |
| Other Non-current Assets | $2M | $2M | $1M | $2M | $2M | $3M | · | |
| Total Assets | $1.12B | $1.26B | $1.08B | $1.14B | $991M | $252M | · | |
| Accounts Payable | $4M | $1M | $2M | $1M | $463.0K | $2M | · | |
| Accrued Liabilities | $43M | $38M | $44M | $31M | $25M | $16M | · | |
| Current Liabilities | $155M | $156M | $147M | $140M | $111M | $102M | · | |
| Capital Leases | $8M | $10M | $12M | $14M | $447.0K | $284.0K | · | |
| Other Non-current Liabilities | $9M | $9M | $7M | $1M | $956.0K | $972.0K | · | |
| Total Liabilities | $173M | $182M | $178M | $171M | $113M | $104M | · | |
| Common Stock | $183.0K | $189.0K | $187.0K | $194.0K | $192.0K | $83.0K | · | |
| Paid-in Capital | $1.00B | $894M | $824M | $762M | $703M | $30M | · | |
| Retained Earnings | $-51M | $187M | $80M | $218M | $191M | $36M | · | |
| AOCI | $28.0K | $1M | $-3M | $-14M | $-15M | $-21.0K | · | |
| Stockholders' Equity | $951M | $1.08B | $901M | $966M | $879M | $67M | $1M | |
| Liabilities + Equity | $1.12B | $1.26B | $1.08B | $1.14B | $991M | $252M | · | |
| Shares Outstanding | 183,060,000 | 188,875,000 | 186,562,000 | 193,941,000 | 192,398,000 | 82,910,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $14M | $11M | $10M | $10M | $5M | $4M | $900.0K | |
| Stock-based Comp | $122M | $72M | $51M | $48M | $31M | $7M | $2M | |
| Deferred Tax | $32M | $-12M | $-9M | $13M | $-41M | $5M | $-7M | |
| Amort. of Intangibles | $6M | $4M | $5M | $5M | $1M | $1M | $0 | |
| Restructuring | · | $2M | $8M | $0 | $0 | · | · | |
| Other Non-cash | $-38M | $-21M | $-16M | $-5M | $-23M | · | · | |
| Operating Cash Flow | $326M | $273M | $184M | $180M | $127M | $83M | $26M | |
| CapEx | $0 | $0 | $147.0K | $2M | $2M | $245.0K | $285.0K | |
| Investing Cash Flow | $147M | $-29M | $31M | $-60M | $-641M | $-70M | $-13M | |
| Stock Repurchased | $432M | $120M | $281M | $85M | $3M | $2M | $0 | |
| Net Stock Activity | $-432M | $-120M | $-281M | $-85M | $-3M | · | · | |
| Financing Cash Flow | $-464M | $-131M | $-277M | $-74M | $560M | $5M | $2M | |
| Net Change in Cash | $10M | $113M | $-61M | $45M | $46M | $18M | $15M | |
| Taxes Paid | $22M | · | · | · | · | · | · | |
| Free Cash Flow | $326M | $273M | $184M | $178M | $125M | · | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 89.1% | 90.2% | 89.3% | 87.2% | 88.4% | · | · | |
| Operating Margin | 33.3% | 39.9% | 34.5% | 29.9% | 33.1% | · | · | |
| Net Margin | 30.4% | 39.1% | 31.0% | 26.9% | 45.1% | · | · | |
| Pretax Margin | 38.8% | 46.2% | 39.0% | 31.8% | 33.2% | · | · | |
| EBITDA Margin | 35.6% | 41.8% | 36.6% | 32.3% | 34.5% | · | · | |
| ROA | 16.4% | 19.1% | 13.3% | 10.6% | 24.9% | · | · | |
| ROE | 19.2% | 21.1% | 16.7% | 11.9% | 18.0% | · | · | |
| ROIC | 17.7% | 17.8% | 14.5% | 11.0% | 17.5% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.1 | 7.0 | 6.2 | 7.0 | 8.1 | · | · | |
| Quick Ratio | 2.3 | 2.2 | 1.3 | 1.9 | 1.7 | · | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.4 | 0.6 | · | · | |
| Receivables Turnover | 4.7 | 5.0 | 4.6 | 4.5 | 5.2 | · | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.19 | $5.73 | $4.83 | $4.98 | $4.57 | · | · | |
| Revenue / Share | $3.24 | $2.83 | $2.31 | $1.96 | $1.80 | · | · | |
| Cash Flow / Share | $1.64 | $1.36 | $0.89 | $0.84 | $0.66 | · | · | |
| Cash / Share | $1.20 | $1.11 | $0.52 | $0.81 | $0.59 | · | · | |
| EPS (TTM) | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.1% | 20.0% | 13.5% | 22.0% | 66.0% | · | · | |
| Revenue CAGR 3Y | 15.4% | 18.4% | 32.0% | · | · | · | · | |
| Revenue CAGR 5Y | 25.5% | · | · | · | · | · | · | |
| EPS YoY | -11.7% | 54.2% | 35.9% | -24.3% | 204.3% | · | · | |
| EPS CAGR 3Y | 22.7% | 16.6% | 46.3% | · | · | · | · | |
| EPS CAGR 5Y | 33.6% | · | · | · | · | · | · | |
| Net Income YoY | -12.2% | 51.2% | 30.8% | -27.1% | 208.3% | · | · | |
| Net Income CAGR 3Y | 20.2% | 13.0% | 43.2% | · | · | · | · | |
| Net Income CAGR 5Y | 31.3% | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $645M | $570M | $475M | $419M | $344M | · | · | |
| Net Income TTM | $196M | $223M | $148M | $113M | $155M | · | · | |
| Market Cap | $4.27B | $10.96B | $5.02B | $6.28B | $10.02B | · | · | |
| P/E | 23.8 | 52.3 | 37.4 | 61.1 | 74.4 | · | · | |
| P/S | 6.6 | 19.2 | 10.6 | 15.0 | 29.2 | · | · | |
| P/B | 4.5 | 10.1 | 5.6 | 6.5 | 11.4 | · | · | |
| P / Tangible Book | 5.1 | 11.1 | 6.2 | 7.2 | 11.8 | · | · | |
| P / Cash Flow | 13.1 | 40.1 | 27.3 | 35.0 | 79.2 | · | · | |
| P / FCF | 13.1 | 40.1 | 27.3 | 35.3 | 80.4 | · | · | |
| Earnings Yield | 4.2% | 1.9% | 2.7% | 1.6% | 1.3% | · | · |
Estado de resultados
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $157M | $145M | $185M | $169M | $146M | $138M | $169M | $137M | $127M | $118M | $135M | $114M | $108M | $111M | $115M | $102M | |
| Cost of Revenue | $24M | $19M | $19M | $16M | $16M | $14M | $14M | $14M | $14M | $13M | $12M | $13M | $13M | $14M | $14M | $13M | |
| Gross Profit | $133M | $126M | $166M | $152M | $130M | $124M | $154M | $123M | $113M | $105M | $123M | $101M | $95M | $97M | $102M | $89M | |
| R&D Expense | $38M | $39M | $35M | $30M | $27M | $25M | $22M | $23M | $23M | $20M | $20M | $20M | $22M | $22M | $21M | $19M | |
| SG&A Expense | $16M | $16M | $18M | $19M | $12M | $13M | $14M | $10M | $9M | $10M | $10M | $9M | $9M | $10M | $10M | $9M | |
| Operating Expenses | $99M | $101M | $94M | $88M | $76M | $75M | $74M | $70M | $67M | $64M | $65M | $67M | $66M | $64M | $63M | $57M | |
| Operating Income | $34M | $25M | $72M | $64M | $55M | $49M | $80M | $53M | $46M | $42M | $59M | $34M | $30M | $33M | $38M | $32M | |
| Other Non-op | $-286.0K | $-235.0K | $-158.0K | $-178.0K | $-235.0K | $-51.0K | $-30.0K | $-114.0K | $-52.0K | $73.0K | $-55.0K | $-50.0K | $94.0K | $-27.0K | $-25.0K | $-48.0K | |
| Pretax Income | $40M | $32M | $81M | $73M | $64M | $58M | $90M | $62M | $53M | $48M | $63M | $40M | $35M | $37M | $41M | $33M | |
| Income Tax | $16M | $13M | $19M | $11M | $11M | $-4M | $15M | $18M | $12M | $7M | $15M | $9M | $6M | $6M | $7M | $7M | |
| Net Income | $24M | $19M | $62M | $62M | $53M | $62M | $75M | $44M | $41M | $41M | $48M | $31M | $28M | $31M | $33M | $26M | |
| EPS (Basic) | $0.13 | $0.11 | $0.33 | $0.33 | $0.28 | $0.33 | $0.40 | $0.24 | $0.22 | $0.21 | $0.26 | $0.16 | $0.15 | $0.15 | $0.17 | $0.14 | |
| EPS (Diluted) | $0.13 | $0.09 | $0.31 | $0.31 | $0.27 | $0.31 | $0.37 | $0.22 | $0.21 | $0.20 | $0.24 | $0.15 | $0.13 | $0.15 | $0.16 | $0.12 | |
| Shares (Basic) | 182,569,000 | · | 187,478,000 | 187,705,000 | 187,984,000 | · | 187,161,000 | 186,252,000 | 185,610,000 | · | 186,309,000 | 193,112,000 | 194,521,000 | · | 192,805,000 | 193,137,000 | |
| Shares (Diluted) | 191,169,000 | · | 199,224,000 | 200,745,000 | 201,158,000 | · | 202,233,000 | 200,407,000 | 199,224,000 | · | 200,463,000 | 209,014,000 | 212,355,000 | · | 212,065,000 | 213,949,000 | |
| EBITDA | $38M | · | $72M | $64M | $57M | · | $80M | $53M | $49M | · | $59M | $34M | $32M | · | $38M | $32M |
Balance general
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $274M | $219M | $65M | $169M | $137M | $210M | $165M | $184M | $111M | $97M | $123M | $108M | $307M | · | $136M | $74M | |
| Receivables | $178M | $145M | $157M | $129M | $142M | $128M | $138M | $125M | $121M | $101M | $98M | $97M | $93M | · | $75M | $79M | |
| Prepaid Expense | $49M | $51M | $102M | $85M | $52M | $45M | $30M | $27M | $37M | $49M | $27M | $33M | $20M | · | $17M | $16M | |
| Current Assets | $914M | $944M | $993M | $1.09B | $1.03B | $1.09B | $1.01B | $958M | $908M | $913M | $841M | $863M | $990M | · | $899M | $848M | |
| PP&E (Net) | $19M | $18M | $17M | $16M | $14M | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $12M | · | $12M | $12M | |
| PP&E (Gross) | $53M | $49M | $47M | $43M | $41M | $39M | $37M | $35M | $33M | $31M | $29M | $28M | $26M | · | $24M | $22M | |
| Accum. Depreciation | $34M | $31M | $30M | $28M | $26M | $25M | $23M | $22M | $21M | $19M | $18M | $16M | $15M | · | $12M | $11M | |
| Goodwill | $85M | $85M | $85M | $85M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | $68M | · | $68M | $68M | |
| Intangibles | $33M | $35M | $37M | $39M | $22M | $23M | $24M | $25M | $26M | $27M | $28M | $29M | $31M | · | $33M | $34M | |
| Other Non-current Assets | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $2M | $2M | $1M | · | $1M | $1M | |
| Total Assets | $1.08B | $1.12B | $1.16B | $1.26B | $1.20B | $1.26B | $1.17B | $1.12B | $1.07B | $1.08B | $1.00B | $1.03B | $1.15B | · | $1.07B | $1.03B | |
| Accounts Payable | $6M | $4M | $5M | $4M | $2M | $1M | $2M | $3M | $2M | $2M | $2M | $714.0K | $582.0K | · | $2M | $1M | |
| Accrued Liabilities | $33M | · | $77M | $34M | $38M | $38M | $43M | $34M | $28M | $44M | $34M | $29M | $32M | · | $33M | $26M | |
| Current Liabilities | $150M | $155M | $150M | $140M | $160M | $156M | $116M | $132M | $135M | $147M | $105M | $123M | $133M | · | $106M | $118M | |
| Capital Leases | $8M | $8M | $9M | $9M | $10M | $10M | $11M | $11M | $12M | $12M | $13M | $13M | $14M | · | $14M | $15M | |
| Other Non-current Liabilities | $10M | $9M | $19M | $12M | $9M | $9M | $9M | $8M | $7M | $7M | $841.0K | $7M | $6M | · | $1M | $1M | |
| Total Liabilities | $168M | $173M | $178M | $162M | $179M | $182M | $141M | $157M | $160M | $178M | $136M | $154M | $163M | · | $137M | $149M | |
| Common Stock | $180.0K | $183.0K | $185.0K | $188.0K | $187.0K | $189.0K | $188.0K | $187.0K | $186.0K | $187.0K | $186.0K | $188.0K | $195.0K | · | $193.0K | $192.0K | |
| Paid-in Capital | $1.04B | $1.00B | $957M | $936M | $907M | $894M | $879M | $863M | $841M | $824M | $808M | $795M | $778M | · | $746M | $731M | |
| Retained Earnings | $-119M | $-51M | $21M | $158M | $117M | $187M | $151M | $95M | $73M | $80M | $61M | $85M | $225M | · | $203M | $170M | |
| AOCI | $-348.0K | $28.0K | $1M | $1M | $1M | $1M | $1M | $3M | $-1M | $-3M | $-5M | $-9M | $-12M | · | $-19M | $-22M | |
| Stockholders' Equity | $916M | $951M | $979M | $1.10B | $1.03B | $1.08B | $1.03B | $961M | $914M | $901M | $865M | $871M | $991M | $966M | $930M | $879M | |
| Liabilities + Equity | $1.08B | $1.12B | $1.16B | $1.26B | $1.20B | $1.26B | $1.17B | $1.12B | $1.07B | $1.08B | $1.00B | $1.03B | $1.15B | · | $1.07B | $1.03B | |
| Shares Outstanding | 179,849,000 | 183,060,000 | 184,992,000 | 188,090,000 | 187,453,000 | 188,875,000 | 187,584,000 | 186,781,000 | 185,704,000 | 186,562,000 | 186,175,000 | 188,518,000 | 194,649,000 | 193,941,000 | 193,252,000 | 192,302,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $37M | $37M | $34M | $29M | $22M | $18M | $19M | $18M | $17M | $12M | $12M | $13M | $14M | $13M | $14M | $11M | |
| Deferred Tax | · | $32M | $0 | · | · | $-14M | $2M | · | · | $-9M | $0 | $0 | $0 | $4M | $9M | $0 | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | · | · | · | · | · | $0 | $0 | $2M | · | $0 | $0 | $8M | · | $0 | $0 | $0 | |
| Other Non-cash | $-23M | · | · | · | $-16M | · | · | · | $-20M | · | · | · | $12M | · | · | · | |
| Operating Cash Flow | $42M | $110M | $61M | $94M | $62M | $98M | $65M | $68M | $41M | $64M | $50M | $13M | $57M | $47M | $49M | $40M | |
| CapEx | $62.0K | · | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $36.0K | $41.0K | $70.0K | $21.0K | $204.0K | $766.0K | |
| Investing Cash Flow | $113M | $138M | $38M | $-32M | $3M | $-24M | $-59M | $24M | $30M | $-76M | $40M | $-50M | $117M | $-13M | $13M | $-19M | |
| Stock Repurchased | $92M | $91M | $197M | $22M | $122M | $27M | $19M | $23M | $51M | $18M | $77M | $164M | $22M | $15M | $0 | $61M | |
| Net Stock Activity | $-92M | · | · | · | $-122M | · | · | · | $-51M | · | · | · | $-22M | · | · | · | |
| Financing Cash Flow | $-101M | $-93M | $-204M | $-30M | $-137M | $-30M | $-25M | $-20M | $-57M | $-14M | $-76M | $-161M | $-26M | $-12M | $779.0K | $-57M | |
| Net Change in Cash | $54M | $154M | $-104M | $32M | $-72M | $44M | $-19M | $73M | $15M | $-26M | $15M | $-198M | $149M | $22M | $63M | $-36M | |
| Taxes Paid | · | · | · | · | · | · | $14M | $9M | $13M | · | $9M | $29M | $0 | · | $2M | · | |
| Free Cash Flow | $42M | · | · | · | · | · | · | · | $41M | · | · | · | $57M | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 84.9% | · | 89.9% | 90.2% | 89.2% | · | 91.6% | 90.0% | 89.3% | · | 91.0% | 88.8% | 87.9% | · | 88.3% | 87.1% | |
| Operating Margin | 21.5% | · | 38.9% | 37.8% | 37.4% | · | 47.4% | 38.8% | 36.4% | · | 43.3% | 29.7% | 27.4% | · | 33.4% | 31.4% | |
| Net Margin | 15.5% | · | 33.3% | 36.8% | 36.5% | · | 44.6% | 32.3% | 32.7% | · | 35.4% | 26.9% | 26.2% | · | 29.0% | 25.7% | |
| Pretax Margin | 25.8% | · | 43.7% | 43.3% | 44.0% | · | 53.3% | 45.4% | 42.0% | · | 46.6% | 34.9% | 31.8% | · | 35.5% | 32.3% | |
| EBITDA Margin | 24.2% | · | 38.9% | 37.8% | 39.3% | · | 47.4% | 38.8% | 38.4% | · | 43.3% | 29.7% | 29.8% | · | 33.4% | 31.4% | |
| ROA | 2.1% | · | 5.3% | 5.2% | 4.7% | · | 6.9% | 4.1% | 3.7% | · | 4.6% | 3.0% | 2.6% | · | 3.4% | 2.8% | |
| ROE | 2.5% | · | 6.1% | 6.0% | 5.5% | · | 7.9% | 4.8% | 4.3% | · | 5.3% | 3.5% | 3.0% | · | 3.8% | 3.2% | |
| ROIC | 2.2% | · | 5.6% | 5.0% | 4.4% | · | 6.5% | 3.9% | 3.9% | · | 5.1% | 3.0% | 2.5% | · | 3.4% | 2.9% |
Liquidez y Solvencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.1 | · | 6.6 | 7.8 | 6.5 | · | 8.7 | 7.2 | 6.7 | · | 8.0 | 7.0 | 7.5 | · | 8.5 | 7.2 | |
| Quick Ratio | 3.0 | · | 1.5 | 2.1 | 1.7 | · | 2.6 | 2.3 | 1.7 | · | 2.1 | 1.7 | 3.0 | · | 2.0 | 1.3 |
Eficiencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 1.0 | · | 1.3 | 1.3 | 1.1 | · | 1.4 | 1.2 | 1.2 | · | 1.6 | 1.3 | 1.3 | · | 1.6 | 1.5 |
Por Acción
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.09 | · | $5.29 | $5.82 | $5.47 | · | $5.50 | $5.15 | $4.92 | · | $4.64 | $4.62 | $5.09 | · | $4.81 | $4.57 | |
| Revenue / Share | $0.82 | · | $0.93 | $0.84 | $0.73 | · | $0.83 | $0.68 | $0.64 | · | $0.67 | $0.54 | $0.51 | · | $0.54 | $0.48 | |
| Cash Flow / Share | $0.22 | · | · | · | $0.31 | · | · | · | $0.21 | · | · | · | $0.27 | · | · | · | |
| Cash / Share | $1.52 | · | $0.35 | $0.90 | $0.73 | · | $0.88 | $0.99 | $0.60 | · | $0.66 | $0.57 | $1.58 | · | $0.71 | $0.38 | |
| EPS (TTM) | $0.84 | · | $1.20 | $1.26 | $1.17 | · | $1.00 | $0.87 | $0.80 | · | $0.67 | $0.59 | $0.56 | · | $0.56 | $0.66 |
Valoración (TTM)
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $656M | · | $638M | $621M | $590M | · | $550M | $517M | $494M | · | $468M | $448M | $437M | · | $402M | $384M | |
| Net Income TTM | $167M | · | $239M | $253M | $235M | · | $201M | $174M | $161M | · | $138M | $123M | $119M | · | $119M | $141M | |
| Market Cap | $3.73B | · | $8.19B | $13.76B | $11.50B | · | $10.02B | $8.14B | $5.19B | · | $5.22B | $4.00B | $6.62B | · | $6.49B | $5.81B | |
| P/E | 24.7 | · | 36.9 | 58.1 | 52.4 | · | 53.4 | 50.1 | 35.0 | · | 41.9 | 36.0 | 60.8 | · | 59.9 | 45.8 | |
| P/S | 5.7 | · | 12.8 | 22.1 | 19.5 | · | 18.2 | 15.7 | 10.5 | · | 11.1 | 8.9 | 15.2 | · | 16.1 | 15.1 | |
| P/B | 4.1 | · | 8.4 | 12.6 | 11.2 | · | 9.7 | 8.5 | 5.7 | · | 6.0 | 4.6 | 6.7 | · | 7.0 | 6.6 | |
| P / Tangible Book | 4.7 | · | 9.6 | 14.2 | 12.3 | · | 10.7 | 9.4 | 6.3 | · | 6.8 | 5.2 | 7.4 | · | 7.8 | 7.5 | |
| P / Cash Flow | 88.8 | · | · | · | 185.2 | · | · | · | 125.9 | · | · | · | 115.8 | · | · | · | |
| Earnings Yield | 4.0% | · | 2.7% | 1.7% | 1.9% | · | 1.9% | 2.0% | 2.9% | · | 2.4% | 2.8% | 1.7% | · | 1.7% | 2.2% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ingresos | $645M | $570M | $475M | $419M | $344M |
| Margen Bruto % | 89.1% | 90.2% | 89.3% | 87.2% | 88.4% |
| Margen Operativo % | 33.3% | 39.9% | 34.5% | 29.9% | 33.1% |
| Beneficio neto | $196M | $223M | $148M | $113M | $155M |
| EPS Diluido | $0.98 | $1.11 | $0.72 | $0.53 | $0.70 |
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ratio corriente | 6.1 | 7.0 | 6.2 | 7.0 | 8.1 |
| Ratio Rápido | 2.3 | 2.2 | 1.3 | 1.9 | 1.7 |
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $326M | $273M | $184M | $178M | $125M |
Propietarios institucionales (13F) 410 declarantes · $3.3B total · A fecha de 30 de septiembre 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.
Tenedores
410
Valor en tenencia
$3.3B
Nuevas posiciones
44
Posiciones cerradas
100
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 44 (-51 vs trimestre anterior) | 100 (-12 vs trimestre anterior) | 132 (-36 vs trimestre anterior) | 147 (+21 vs trimestre anterior) | +3.0M |
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 GROUP INC | $588 281 276 | 13 285 485 | 17,59% | Acciones |
| BlackRock, Inc. | $296 729 585 | 14 307 116 | 8,87% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132 468 433 | 6 387 099 | 3,96% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $123 971 960 | 5 977 433 | 3,71% | Acciones |
| D. E. Shaw & Co., Inc. | $122 826 179 | 5 922 188 | 3,67% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $96 385 189 | 4 647 309 | 2,88% | Acciones |
| STATE STREET CORP | $87 334 253 | 4 210 909 | 2,61% | Acciones |
| GOLDMAN SACHS GROUP INC | $84 762 882 | 4 086 928 | 2,53% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $79 848 140 | 3 849 310 | 2,39% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $65 022 244 | 3 135 113 | 1,94% | Acciones |
| DEUTSCHE BANK AG\ | $60 011 895 | 2 893 534 | 1,79% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $59 184 680 | 2 853 649 | 1,77% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $55 840 936 | 2 692 427 | 1,67% | Acciones |
| Carmignac Gestion | $48 861 366 | 2 355 900 | 1,46% | Acciones |
| FEDERATED HERMES, INC. | $48 345 085 | 2 331 007 | 1,45% | Acciones |
| MORGAN STANLEY | $46 575 609 | 2 245 689 | 1,39% | Acciones |
| LOOMIS SAYLES & CO L P | $45 345 771 | 2 186 392 | 1,36% | Acciones |
| Squarepoint Ops LLC | $45 090 336 | 2 174 076 | 1,35% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $42 902 785 | 2 068 601 | 1,28% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $42 682 967 | 1 831 887 | 1,28% | Acciones |
| Invesco Ltd. | $39 908 904 | 1 924 248 | 1,19% | Acciones |
| Amundi | $39 467 726 | 1 902 977 | 1,18% | Acciones |
| NORGES BANK | $39 178 461 | 1 889 029 | 1,17% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $37 860 213 | 1 838 767 | 1,13% | Acciones |
| Gotham Asset Management, LLC | $35 523 762 | 1 712 814 | 1,06% | Acciones |
| CITADEL ADVISORS LLC | $32 385 137 | 1 561 482 | 0,97% | Acciones |
| Iron Triangle Partners LP | $30 401 231 | 686 568 | 0,91% | Acciones |
| AXA Investment Managers S.A. | $29 339 221 | 401 083 | 0,88% | Acciones |
| Walleye Capital LLC | $29 032 972 | 1 399 854 | 0,87% | Acciones |
| BANK OF AMERICA CORP /DE/ | $28 029 302 | 1 351 461 | 0,84% | Acciones |
| Qube Research & Technologies Ltd | $26 585 445 | 1 281 844 | 0,80% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24 611 432 | 1 186 665 | 0,74% | Acciones |
| NORTHERN TRUST CORP | $24 398 059 | 1 176 377 | 0,73% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $24 081 214 | 1 161 100 | 0,72% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $21 706 360 | 1 046 594 | 0,65% | Acciones |
| CITIGROUP INC | $21 132 360 | 1 018 918 | 0,63% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $21 106 040 | 1 017 649 | 0,63% | Acciones |
| Swedbank AB | $20 958 994 | 1 010 559 | 0,63% | Acciones |
| UBS Group AG | $18 868 401 | 909 759 | 0,56% | Acciones |
| JANE STREET GROUP, LLC | $18 450 221 | 889 596 | 0,55% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $17 517 170 | 844 608 | 0,52% | Acciones |
| JPMORGAN CHASE & CO | $16 959 200 | 817 890 | 0,51% | Acciones |
| Bank of New York Mellon Corp | $16 627 817 | 801 727 | 0,50% | Acciones |
| ALGERT GLOBAL LLC | $16 161 002 | 779 219 | 0,48% | Acciones |
| BANK OF NOVA SCOTIA | $15 850 607 | 764 253 | 0,47% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $14 559 480 | 702 000 | 0,44% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $13 859 558 | 668 303 | 0,41% | Acciones |
| Fundsmith LLP | $13 549 940 | 653 324 | 0,41% | Acciones |
| BAILLIE GIFFORD & CO | $13 349 820 | 643 675 | 0,40% | Acciones |
| Glenmede Investment Management, LP | $13 095 165 | 179 018 | 0,39% | Acciones |
Informantes de la empresa 15 insiders · 8 directivos · 6 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jeffrey Tangney | Chief Executive Officer | 15 de agosto de 2026 F | 2 531 955 | 0 | 0 | $0 |
| Matthew Sonefeldt | Chief Financial Officer | 15 de agosto de 2026 F | 486 238 | 0 | 0 | $0 |
| Anna Bryson | Chief Financial Officer | 15 de febrero de 2026 F | 505 549 | 0 | 0 | $0 |
| Steven L Zatz | President | 24 de septiembre de 2026 A | 204 291 | 0 | 0 | $0 |
| Siddharth Sitaram | Chief Accounting Officer | 15 de septiembre de 2026 C | 96 045 | 0 | 8 | $-419 352 |
| Craig Overpeck | Senior Vice President, Commercial Operations | 16 de mayo de 2024 S | 108 609 | 0 | 0 | $0 |
| Paul W. Jorgensen | Chief Revenue Officer | 15 de febrero de 2023 F | 313 059 | 0 | 0 | $0 |
| Joseph B. Kleine | Chief Commercial Officer | 12 de enero de 2022 C | 441 760 | 0 | 0 | $0 |
| Watkin Phoebe L. Yang | Consejero | 30 de septiembre de 2026 S | 24 744 | 0 | 1 | $-34 456 |
| Kira Scherer Wampler | Consejero | 1 de septiembre de 2026 C | 27 923 | 0 | 8 | $-787 360 |
| Regina M. Benjamin | Consejero | 27 de agosto de 2026 A | 58 987 | 0 | 1 | $-354 200 |
| Kevin Spain | Consejero | 27 de agosto de 2026 A | 11 305 | 0 | 0 | $0 |
| Timothy S Cabral | Consejero | 27 de agosto de 2026 A | 11 305 | 0 | 2 | $-793 325 |
| Andreas Stavropoulos | Propietario del 10% | 28 de junio de 2021 C | · | 0 | 0 | $0 |
| Gilbert H Kliman | · | 2 de agosto de 2022 D | 449 960 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 80 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 |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2,03% | 353 406 SH | 2 de octubre de 2026 | Diario |
| LSEQ · Harbor ETF Trust | 2,02% | 14 749 NS | 31 de julio de 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 1,37% | 686 526 NS | 31 de julio de 2026 | N-PORT |
| SMLL · Harbor ETF Trust | 1,35% | 9 053 NS | 31 de julio de 2026 | N-PORT |
| RNIN · EA Series Trust | 1,13% | 98 433 NS | 31 de julio de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 1,03% | 525 NS | 31 de julio de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,73% | 1 376 571 SH | 2 de octubre de 2026 | Diario |
| BUL · Pacer Funds Trust | 0,49% | 30 738 NS | 31 de julio de 2026 | N-PORT |
| IHF · iShares Trust | 0,48% | 257 076 SH | 11 de septiembre de 2026 | Diario |
| RFG · Invesco Exchange-Traded Fund Trust | 0,42% | 49 865 SH | 2 de octubre de 2026 | Diario |
| COWG · Pacer Funds Trust | 0,33% | 349 670 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,32% | 557 810 NS | 31 de julio de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,18% | 15 942 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,15% | 132 035 SH | 19 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 19 674 SH | 2 de octubre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,12% | 5 010 NS | 31 de julio de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 25 655 NS | 31 de julio de 2026 | N-PORT |
| EWUS · iShares Trust | 0,11% | 52 582 SH | 11 de septiembre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,11% | 25 965 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,11% | 30 592 SH | 2 de octubre de 2026 | Diario |
| ESSC · Strategy Shares | 0,10% | 1 770 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,10% | 39 666 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 33 755 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,08% | 97 882 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,08% | 215 901 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 74 630 SH | 2 de octubre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,08% | 14 760 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 1 747 294 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,06% | 1 965 NS | 31 de julio de 2026 | N-PORT |
| IYH · iShares Trust | 0,05% | 77 403 SH | 11 de septiembre de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 56 863 SH | 11 de septiembre de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 21 465 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,04% | 69 284 SH | 11 de septiembre de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,04% | 362 894 SH | 19 de agosto de 2026 | Diario |
| SMDX · Tidal Trust III | 0,04% | 2 374 NS | 31 de julio de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,04% | 57 235 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 53 898 SH | 11 de septiembre de 2026 | Diario |
| IEUS · iShares Trust | 0,03% | 67 403 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,03% | 14 182 SH | 2 de octubre de 2026 | Diario |
| IWS · iShares Trust | 0,03% | 193 300 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 537 722 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 3 033 009 SH | 19 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,02% | 538 960 SH | 11 de septiembre de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,02% | 446 NS | 31 de julio de 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,02% | 68 821 SH | 2 de octubre de 2026 | Diario |
| LRND · New York Life Investments ETF Trust | 0,02% | 2 967 NS | 31 de julio de 2026 | N-PORT |
| SCZ · iShares Trust | 0,01% | 2 047 043 SH | 11 de septiembre de 2026 | Diario |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 2 102 305 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 78 419 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,01% | 2 526 NS | 31 de julio de 2026 | N-PORT |
| IUSG · iShares Trust | 0,01% | 114 485 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,01% | 288 768 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,00% | 5 691 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 179 485 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,00% | 90 563 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 36 814 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,00% | 99 952 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 3 539 NS | 31 de julio de 2026 | N-PORT |
| IEUR · iShares Trust | 0,00% | 334 412 SH | 11 de septiembre de 2026 | Diario |
| IDEV · iShares Trust | 0,00% | 905 897 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 23 098 NS | 31 de julio de 2026 | N-PORT |
| IEFA · iShares Trust | 0,00% | 4 370 632 SH | 11 de septiembre de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 3 112 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 10 812 NS | 31 de julio de 2026 | N-PORT |
| IXUS · iShares Trust | 0,00% | 862 826 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 158 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 200 411 SH | 19 de agosto de 2026 | Diario |
| VXUS · VANGUARD STAR FUNDS | 0,00% | 7 970 190 SH | 19 de agosto de 2026 | Diario |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 1 396 695 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 598 294 SH | 19 de agosto de 2026 | Diario |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0,00% | 5 431 499 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,00% | 22 610 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 10 642 SH | 19 de agosto de 2026 | Diario |
| VSGX · VANGUARD WORLD FUND | 0,00% | 95 335 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 29 384 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 4 694 508 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 774 827 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 18 322 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 5 605 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 103 220 SH | 11 de septiembre de 2026 | Diario |
DOCS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 28 analistas
COMPRA
Objetivo mediano
$28.00
+0,3%
4 14,3%
Compra fuerte
10 35,7%
Compra
12 42,9%
Mantener
2 7,1%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
18 analistas · 2026-10-03Objetivo medio $29.67 +6,2%
Ahora
Precio Actual $27.93
Mín$18.00
Media$29.67
Máx$47.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| DOCS | $4.27B | 23.8 | 13.1% | 30.4% | 19.2% | 89.1% |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
| WAY | $6.27B | 53.7 | 16.5% | 10.2% | 3.2% | · |
| HTFL | $2.49B | -9.2 | 39.9% | -66.3% | 39.3% | 76.8% |
| SDGR | · | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | · |
| GDRX | · | 30.1 | 0.57% | 3.8% | 4.8% | · |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Ago 6, 2026