DOCU DocuSign, Inc. - Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Sep 4, 2026DOCU Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de DocuSign, Inc. - Common Stock Descripción general de la empresa de Wikipedia
Docusign, Inc. is an American software company headquartered in San Francisco, California that provides products for organizations to manage electronic agreements and contract lifecycle processes with electronic signatures and AI supported data extraction on different devices.
In April 2018, Docusign filed for an initial public offering. At the time of the IPO, the largest shareholders were venture investment firms Sigma Partners, Ignition Partners, Frazier Technology Ventures, and former CEO Keith Krach was the largest individual shareholder. None of the original founders are major shareholders. The company went public on the Nasdaq on April 27, 2018.
History
Docusign was founded in 2003 by Court Lorenzini, Tom Gonser, and Eric Ranft. Tom Gonser came up with the idea when he was CEO of NetUpdate, a company he founded in 1998. Throughout its history, NetUpdate had acquired several companies, including an e-signature start-up in Seattle called DocuTouch, funded by Timberline Venture Partners, Bill Kallman, and Jeff Tung with $4M. Timberline invested another $1 million in the merger into NetUpdate. DocuTouch held patents on Web-based digital signatures and collaboration. With internal support from Gonser, Lorenzini negotiated the purchase of certain DocuTouch assets from NetUpdate and started Docusign. Gonser then left the NetUpdate Board to focus on Docusign full-time.
The firm began sales in 2005 when zipForm, now zipLogix, integrated Docusign into its virtual real estate forms. According to Docusign, mock trials featuring licensed attorneys and judges highlighted the admissibility of Docusign contracts in court based on encrypted audit logs of signature events, and the impossibility of changing contracts.
In January 2007, Court Lorenzini stepped down as CEO and board chairman and was replaced as CEO by Matthew Schiltz, who served in that role until January 2010. Steven King replaced Schultz as CEO and moved the corporate headquarters from Seattle to San Francisco. Keith Krach became Docusign's board chairman in January 2010 and its CEO in August 2011.
Docusign began referring to its service as "eSignature Transaction Management". By the end of 2010, the company had handled 73 percent of the SaaS-based electronic signature market, with 80 million signatures processed. Scale Venture Partners led an investment round of $27 million in December 2010.
Docusign opened an office in London, England, in September 2011. In the same year, Docusign opened an office in San Francisco that now functions as its global headquarters.
Docusign signed an agreement with PayPal in April 2012 that allowed users to capture signatures and payments in a single transaction. Similar partnerships with Salesforce and Google Drive preceded the PayPal agreement.
On January 10, 2013, Docusign and Equifax announced a partnership to simplify electronic delivery of the Requests for Transcript of Tax Return Form 4506-T to the United States Internal Revenue Service. Under the partnership, Equifax allows lenders to use Docusign to securely send requests to loan applicants. Docusign and Equifax were among 14 firms that participated in a nine-month feasibility study of electronic signatures for 4506-T forms in 2011.
In October 2015, Keith Krach announced he would step down as CEO once a search for a new CEO was completed.
In January 2017, veteran software executive Daniel Springer was named the new CEO.
Docusign ranked number 6 on Fast Company's Most Innovative Enterprise Tech Companies of 2022, with an overall market share of 61%.
On June 21, 2022, Daniel Springer was replaced as CEO by Mary Agnes "Maggie" Wilderotter, and later Allan Thygesen as CEO on September 22, 2022. Thygesen assumed office on October 10.
In April 2024, the company announced a significant expansion of its company strategy, opening up a new SaaS category — Intelligent Agreement Management — and launching Docusign IAM, an Intelligent Agreement Management platform and new line-of-business-focused applications to lead that category.
Funding
In 2004, Docusign raised $4.6 million from Ignition Partners and Frazier Technology Ventures. In 2006, Sigma Partners became the largest shareholder, a position it held at the time of the IPO, with returns over $700 million. Between 2006 and 2009 Docusign raised $30 million that allowed the firm to add corporate clients and process 48 million signatures.
In July 2012, Docusign raised $47.5 million in venture funding from investors including Kleiner Perkins Caufield & Byers; the round later grew closer to $56 million. In March 2014, the company announced it had raised $85 million in a new funding round. Though unconfirmed, The Wall Street Journal reported the round was based on a company valuation of $1.6 billion.
In May 2015, the company announced it had raised $233 million in a new funding round, with some estimating a $3 billion company valuation.
In 2018, the company announced plans for an initial public offering on the Nasdaq. The IPO was completed on April 27, in which the company raised $543 million. Neither the original founders nor CEO Daniel Springer were major shareholders at that time. Former CEO Keith Krach was the largest individual shareholder at 5.5%, about 8.5 million shares at the time of the IPO. Venture capital firms Sigma Partners, Ignition Partners, and now-defunct company Frazier Technology Ventures were the largest non-individual shareholders.
Acquisitions
In May 2013, Docusign acquired Cartavi, a Naperville-based startup that made real estate software. This was later converted into Docusign Rooms and the base API for Docusign Workspaces.
In July 2018, Docusign acquired SpringCM for $220 million.
In February 2020, Docusign acquired Seal Software for $188 million.
On June 1, 2021, DocuSign acquired Clause, a legal contract technology startup.
In May 2024 the company acquired Lexion, an AI contract management company, for a reported $165 million.
Products
Docusign's services are offered either by subscription or through a mobile app. Docusign released the mobile app in November 2011.
Docusign Professional emails recipients an electronically signed document requesting review of a document after it is uploaded. Each party must agree to complete business electronically, review the document, and apply a signature. Signatures may be added from a stored copy of a signature or generated automatically by the software. Phone confirmation and background checks are offered as premium services.
Litigation
In a 2016 case, it was found that a lawyer in Sacramento who had exclusively been using Docusign signatures had the signatures rendered invalid due to the legal requirements of a physical signature known as a wet signature.
A class action lawsuit began against Docusign in 2022 regarding their conduct from 2020-2021 that alleged the company misled investors and shareholders with false reporting. According to the initial complaint, Docusign "failed to disclose the role the COVID-19 pandemic had on its growth, including the positive impact on Docusign's business. [Docusign] also downplayed the impact that a 'return to normal' would have on the Company's growth and business."
In 2023, the company's former CEO Daniel Springer filed a lawsuit against Docusign. While the company claimed that Springer had resigned, his lawsuit alleged that the resignation was fabricated.
Docusign IMPACT Foundation
On 15 March 2015, CEO Keith Krach announced the formation of the $30 million Docusign IMPACT Foundation, a philanthropy department of the company to donate to charities.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
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?
| Métrica | Tendencia a 5 años | DOCU | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 41.6promedio 5A ≈-49.8 | ≈-49.8 | 38.8 | Infravalorado | |
| P/S (TTM) | 3.8promedio 5A ≈6.2 | ≈6.2 | 7.2 | Infravalorado | |
| P/C (MRQ) | 7.5promedio 5A ≈27.4 | ≈27.4 | 5.3 | Valor razonable | |
| Precio / FCF (TTM) | 10.7promedio 5A ≈26.0 | ≈26.0 | · | · | |
| Precio / Flujo de Caja (TTM) | 9.7promedio 5A ≈22.9 | ≈22.9 | 32.7 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 7.7promedio 5A ≈25.3 | ≈25.3 | · | · |
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 | DOCU | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 79.5%promedio 5A ≈78.9% | ≈78.9% | 69.4% | En línea | |
| Margen Operativo (TTM) | 12.0%promedio 5A ≈2.1% | ≈2.1% | 14.7% | Débil | |
| Margen EBITDA (TTM) | 15.6%promedio 5A ≈5.7% | ≈5.7% | 20.3% | Débil | |
| Margen antes de impuestos (TTM) | 13.1%promedio 5A ≈3.2% | ≈3.2% | 18.7% | Débil | |
| Margen de Beneficio Neto (TTM) | 9.8%promedio 5A ≈8.2% | ≈8.2% | 14.5% | Débil | |
| ROA (TTM) | 8.3%promedio 5A ≈6.8% | ≈6.8% | 7.9% | Débil | |
| ROE (TTM) | 17.8%promedio 5A ≈6.3% | ≈6.3% | 10.3% | De primer nivel | |
| ROIC | 13.9%promedio 5A ≈4.0% | ≈4.0% | 13.9% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | DOCU | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 0.6promedio 5A ≈0.8 | ≈0.8 | 1.2 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.5promedio 5A ≈0.6 | ≈0.6 | 1.1 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | DOCU | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 8.2%promedio 5A ≈18.0% | ≈18.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 8.6%promedio 5A ≈14.9% | ≈14.9% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 17.2% | · | · | · | |
| EPS YoY (EPS interanual) | -70.9% | · | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -71.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | DOCU | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.8promedio 5A ≈0.9 | ≈0.9 | 0.6 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.8promedio 5A ≈6.0 | ≈6.0 | 4.8 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$457.1K | · | · | · |
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
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2027 | Sep 3, 2026 | $1.16 | $1.11 | 4.7% |
| 31 de marzo de 2027 | Jun 4, 2026 | $1.09 | $1.01 | 7.8% |
| 30 de septiembre de 2026 | $1.16 | $1.11 | 4.7% | |
| 30 de junio de 2026 | $1.09 | $1.01 | 7.8% | |
| 31 de marzo de 2026 | $1.01 | $0.97 | 4.6% | |
| 31 de diciembre de 2025 | $1.01 | $0.93 | 8.2% | |
| 30 de septiembre de 2025 | $0.92 | $0.86 | 6.8% | |
| 30 de junio de 2025 | $0.90 | $0.83 | 8.8% |
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 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.22B | $2.98B | $2.76B | $2.52B | $2.11B | $1.45B | $974M | $701M | $519M | |
| Cost of Revenue | $663M | $622M | $573M | $536M | $466M | $364M | $243M | $192M | $118M | |
| Gross Profit | $2.56B | $2.36B | $2.19B | $1.98B | $1.64B | $1.09B | $731M | $509M | $400M | |
| R&D Expense | $665M | $588M | $539M | $481M | $393M | $272M | $186M | $186M | $92M | |
| SG&A Expense | $389M | $376M | $420M | $316M | $233M | $193M | $147M | $209M | $82M | |
| Operating Expenses | $2.26B | $2.16B | $2.16B | $2.07B | $1.70B | $1.26B | $924M | $935M | $452M | |
| Operating Income | $299M | $200M | $32M | $-88M | $-62M | $-174M | $-194M | $-426M | $-52M | |
| Interest Expense | · | · | $7M | $6M | $6M | $31M | $29M | $11M | $624.0K | |
| Other Non-op | $51M | $50M | $69M | $5M | $1M | $9M | $19M | $9M | $3M | |
| Pretax Income | $347M | $248M | $94M | $-90M | $-67M | $-229M | $-204M | $-428M | $-49M | |
| Income Tax | $38M | $-820M | $20M | $8M | $3M | $14M | $5M | $-2M | $3M | |
| Net Income | $309M | $1.07B | $74M | $-97M | $-70M | $-243M | $-208M | $-426M | $-52M | |
| EPS (Basic) | $1.53 | $5.23 | $0.36 | $-0.49 | $-0.36 | $-1.31 | $-1.18 | · | · | |
| EPS (Diluted) | $1.48 | $5.08 | $0.36 | $-0.49 | $-0.36 | $-1.31 | $-1.18 | · | · | |
| Shares (Basic) | 202,079,000 | 204,329,000 | 204,070,000 | 200,903,000 | 196,675,000 | 185,760,000 | 176,704,000 | · | · | |
| Shares (Diluted) | 209,118,000 | 210,339,000 | 208,950,000 | 200,903,000 | 196,675,000 | 185,760,000 | 176,704,000 | · | · | |
| EBITDA | $415M | $308M | $127M | $-2M | $20M | $-103M | $-143M | $-388M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $602M | $649M | $797M | $722M | $509M | $566M | $241M | $518M | $257M | |
| Receivables | $516M | $430M | $439M | $517M | $441M | $324M | $238M | $175M | $124M | |
| Prepaid Expense | $97M | $82M | $67M | $70M | $63M | $48M | $37M | $30M | $23M | |
| Other Current Assets | · | · | · | · | · | · | $13M | $12M | $7M | |
| Current Assets | $1.49B | $1.49B | $1.57B | $1.63B | $1.32B | $1.16B | $944M | $985M | $419M | |
| PP&E (Net) | $362M | $299M | $245M | $200M | $185M | $165M | $128M | $76M | $63M | |
| Goodwill | $458M | $454M | $353M | $354M | $355M | $350M | $195M | $195M | $37M | |
| Intangibles | $61M | $76M | $51M | $70M | $99M | $122M | $56M | $74M | $14M | |
| Other Non-current Assets | $173M | $142M | $98M | $79M | $50M | $25M | $25M | $9M | $11M | |
| Total Assets | $4.23B | $4.01B | $2.97B | $3.01B | $2.54B | $2.34B | $1.89B | $1.62B | $620M | |
| Accounts Payable | $17M | $31M | $19M | $24M | $53M | $37M | $28M | $20M | $24M | |
| Accrued Liabilities | $113M | $100M | $104M | $101M | $91M | $67M | $54M | $22M | $16M | |
| Current Liabilities | $2.04B | $1.83B | $1.66B | $2.21B | $1.37B | $1.09B | $694M | $516M | $374M | |
| Capital Leases | $168M | $105M | $121M | $141M | $126M | $166M | $162M | $0 | · | |
| Deferred Tax | $22M | $21M | $17M | $11M | $9M | $6M | $5M | $4M | $3M | |
| Other Non-current Liabilities | $52M | $31M | $21M | $18M | $23M | $32M | $7M | $10M | $4M | |
| Total Liabilities | $2.31B | $2.01B | $1.84B | $2.40B | $2.27B | $2.01B | $1.34B | $1.00B | $411M | |
| Common Stock | $20.0K | $20.0K | $21.0K | $20.0K | $20.0K | $19.0K | $18.0K | $17.0K | $4.0K | |
| Paid-in Capital | $3.78B | $3.32B | $2.82B | $2.24B | $1.72B | $1.70B | $1.69B | $1.55B | $160M | |
| Retained Earnings | $-1.86B | $-1.29B | $-1.67B | $-1.60B | $-1.44B | $-1.38B | $-1.14B | $-929M | $-502M | |
| Treasury Stock | $0 | $3M | $2M | $2M | $2M | $1M | $0 | · | · | |
| AOCI | $-4M | $-28M | $-19M | $-23M | $-5M | $5M | $-2M | $-2M | $3M | |
| Stockholders' Equity | $1.92B | $2.00B | $1.13B | $617M | $276M | $326M | $546M | $614M | $-339M | |
| Liabilities + Equity | $4.23B | $4.01B | $2.97B | $3.01B | $2.54B | $2.34B | $1.89B | $1.62B | $620M | |
| Shares Outstanding | 197,765,000 | 202,477,000 | 205,326,000 | 201,904,000 | 198,834,000 | 192,807,000 | 181,254,000 | 169,303,000 | 35,700,000 |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $116M | $108M | $95M | $86M | $82M | $71M | $50M | $38M | $32M | |
| Deferred Tax | $4M | $-839M | $6M | $2M | $694.0K | $-2M | $1M | $-5M | $-996.0K | |
| Amort. of Intangibles | $16M | $25M | $19M | $21M | $25M | $26M | $18M | $13M | $10M | |
| Restructuring | $0 | $30M | $30M | $28M | $0 | $0 | · | · | · | |
| Other Non-cash | $735M | $680M | $804M | $516M | $493M | $472M | $273M | $470M | · | |
| Operating Cash Flow | $1.17B | $1.02B | $980M | $507M | $506M | $297M | $116M | $76M | $55M | |
| CapEx | $106M | $97M | $92M | $78M | $61M | $82M | $72M | $30M | $19M | |
| Investing Cash Flow | $-127M | $-313M | $45M | $-191M | $-163M | $81M | $-321M | $-664M | $-19M | |
| Stock Repurchased | $869M | $684M | $146M | $63M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-869M | $-684M | $-146M | $-63M | · | · | · | · | · | |
| Financing Cash Flow | $-1.10B | $-839M | $-946M | $-98M | $-395M | $-59M | $-70M | $853M | $26M | |
| Net Change in Cash | $-41M | $-142M | $78M | $214M | $-57M | $325M | $-277M | $261M | $66M | |
| Taxes Paid | $13M | $24M | $10M | $10M | $7M | $4M | $2M | $3M | $617.0K | |
| Free Cash Flow | $1.06B | $920M | $887M | $429M | $445M | $215M | $44M | $46M | · | |
| Levered FCF | · | · | $882M | $422M | $438M | $182M | $14M | $35M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 79.4% | 79.1% | 79.3% | 78.7% | 77.9% | 75.0% | 75.0% | 72.5% | · | |
| Operating Margin | 9.3% | 6.7% | 1.1% | -3.5% | -2.9% | -12.0% | -19.9% | -60.8% | · | |
| Net Margin | 9.6% | 35.9% | 2.7% | -3.9% | -3.3% | -16.7% | -21.4% | -60.8% | · | |
| Pretax Margin | 10.8% | 8.3% | 3.4% | -3.6% | -3.2% | -15.8% | -20.9% | -61.1% | · | |
| EBITDA Margin | 12.9% | 10.3% | 4.6% | -0.07% | 0.95% | -7.1% | -14.7% | -55.4% | · | |
| ROA | 7.5% | 30.6% | 2.5% | -3.5% | -2.9% | -11.5% | -11.9% | -38.2% | · | |
| ROE | 15.8% | 53.5% | 7.1% | -17.9% | -27.2% | -64.7% | -37.4% | -59.9% | · | |
| ROIC | 13.9% | 43.0% | 2.2% | -15.5% | -23.5% | -56.6% | -36.3% | -69.1% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.8 | 0.9 | 0.7 | 1.0 | 1.1 | 1.4 | 1.9 | · | |
| Quick Ratio | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 | 0.8 | 0.7 | 1.3 | · | |
| Interest Coverage | · | · | 4.6 | -13.8 | -9.6 | -5.6 | -6.6 | -39.3 | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.9 | 0.9 | 0.9 | 0.9 | 0.7 | 0.6 | 0.6 | · | |
| Receivables Turnover | 6.8 | 6.9 | 5.8 | 5.3 | 5.5 | 5.2 | 4.7 | 4.7 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.70 | $9.89 | $5.50 | $3.06 | $1.39 | $1.69 | $3.01 | $3.63 | · | |
| Revenue / Share | $15.40 | $14.15 | $13.22 | $12.52 | $10.71 | · | · | · | · | |
| Cash Flow / Share | $5.57 | $4.84 | $4.69 | $2.52 | $2.58 | · | · | · | · | |
| Cash / Share | $3.05 | $3.20 | $3.88 | $3.58 | $2.56 | $2.94 | $1.33 | $3.06 | · | |
| EPS (TTM) | $1.48 | $5.08 | $0.36 | $-0.49 | $-0.36 | $-1.31 | $-1.18 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 8.2% | 7.8% | 9.8% | 19.4% | 45.0% | · | · | · | · | |
| Revenue CAGR 3Y | 8.6% | 12.2% | 23.9% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 17.2% | · | · | · | · | · | · | · | · | |
| EPS YoY | -70.9% | 1311.1% | · | · | · | · | · | · | · | |
| Net Income YoY | -71.1% | 1343.5% | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.22B | $2.98B | $2.76B | $2.52B | $2.11B | $1.45B | $974M | $701M | · | |
| Net Income TTM | $309M | $1.07B | $74M | $-97M | $-70M | $-243M | $-208M | $-426M | · | |
| Market Cap | $10.45B | $19.59B | $12.51B | $12.24B | $25.01B | $44.90B | $14.23B | $8.37B | · | |
| P/E | 35.7 | 19.0 | 169.2 | -123.8 | -349.4 | -177.8 | -66.5 | · | · | |
| P/S | 3.2 | 6.6 | 4.5 | 4.9 | 11.9 | 30.9 | 14.6 | 11.9 | · | |
| P/B | 5.4 | 9.8 | 11.1 | 19.8 | 90.8 | 137.8 | 26.0 | 13.6 | · | |
| P / Tangible Book | 7.5 | 13.3 | 17.2 | 63.3 | · | · | · | · | · | |
| P / Cash Flow | 9.0 | 19.3 | 12.8 | 24.2 | 49.4 | 151.2 | 123.0 | 110.0 | · | |
| P / FCF | 9.9 | 21.3 | 14.1 | 28.5 | 56.2 | 209.3 | 326.0 | 183.3 | · | |
| Earnings Yield | 2.8% | 5.2% | 0.59% | -0.81% | -0.29% | -0.56% | -1.5% | · | · |
Estado de resultados
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $876M | $830M | $837M | $818M | $801M | $764M | $776M | $755M | $736M | $710M | $712M | $700M | $688M | $661M | $660M | $645M | |
| Cost of Revenue | $178M | $171M | $170M | $171M | $165M | $157M | $160M | $157M | $155M | $149M | $148M | $143M | $146M | $136M | $137M | $130M | |
| Gross Profit | $698M | $659M | $667M | $648M | $635M | $606M | $616M | $598M | $581M | $560M | $564M | $558M | $542M | $525M | $522M | $516M | |
| R&D Expense | $164M | $160M | $168M | $168M | $170M | $159M | $155M | $151M | $148M | $134M | $152M | $137M | $136M | $115M | $126M | $116M | |
| SG&A Expense | $103M | $92M | $106M | $98M | $95M | $90M | $99M | $98M | $87M | $92M | $103M | $108M | $104M | $105M | $92M | $86M | |
| Operating Expenses | $580M | $548M | $579M | $562M | $570M | $546M | $556M | $539M | $523M | $538M | $555M | $538M | $535M | $530M | $522M | $543M | |
| Operating Income | $118M | $111M | $88M | $85M | $65M | $60M | $60M | $59M | $58M | $23M | $10M | $20M | $7M | $-5M | $-284.0K | $-27M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $144.0K | · | $2M | $2M | $2M | · | $1M | |
| Other Non-op | $8M | $7M | $14M | $11M | $12M | $14M | $8M | $13M | $15M | $14M | $22M | $18M | $17M | $12M | $7M | $820.0K | |
| Pretax Income | $125M | $118M | $102M | $96M | $76M | $74M | $68M | $72M | $72M | $37M | $30M | $36M | $22M | $6M | $5M | $-28M | |
| Income Tax | $47M | $40M | $11M | $12M | $13M | $2M | $-16M | $9M | $-816M | $3M | $3M | $-3M | $15M | $5M | $567.0K | $2M | |
| Net Income | $78M | $78M | $90M | $84M | $63M | $72M | $83M | $62M | $888M | $34M | $27M | $39M | $7M | $539.0K | $5M | $-30M | |
| EPS (Basic) | $0.41 | $0.40 | $0.46 | $0.41 | $0.31 | $0.35 | $0.42 | $0.31 | $4.34 | $0.16 | $0.13 | $0.19 | $0.04 | $0.00 | $0.02 | $-0.15 | |
| EPS (Diluted) | $0.40 | $0.40 | $0.44 | $0.40 | $0.30 | $0.34 | $0.36 | $0.30 | $4.26 | $0.16 | $0.13 | $0.19 | $0.04 | $0.00 | $0.02 | $-0.15 | |
| Shares (Basic) | 191,252,000 | 195,489,000 | · | 201,954,000 | 202,644,000 | 203,280,000 | · | 203,567,000 | 204,604,000 | 205,870,000 | · | 204,456,000 | 203,703,000 | 202,631,000 | · | 201,393,000 | |
| Shares (Diluted) | 193,117,000 | 196,480,000 | · | 208,069,000 | 210,956,000 | 212,812,000 | · | 208,706,000 | 208,274,000 | 209,896,000 | · | 208,054,000 | 208,192,000 | 208,071,000 | · | 201,393,000 | |
| EBITDA | $118M | $144M | · | $85M | $65M | $91M | · | $59M | $58M | $47M | · | $20M | $7M | $18M | · | $-27M |
Balance general
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $528M | $548M | $602M | $583M | $600M | $657M | $649M | $611M | $619M | $817M | $797M | $1.19B | $1.02B | $940M | $722M | $633M | |
| Receivables | $371M | $301M | $516M | $355M | $357M | $308M | $430M | $300M | $310M | $306M | · | $360M | $415M | $409M | · | $423M | |
| Prepaid Expense | $113M | $133M | $97M | $103M | $108M | $111M | $82M | $75M | $82M | $85M | · | $73M | $81M | $87M | · | $69M | |
| Current Assets | $1.27B | $1.26B | $1.49B | $1.31B | $1.32B | $1.38B | $1.49B | $1.33B | $1.34B | $1.49B | · | $2.04B | $1.96B | $1.80B | · | $1.48B | |
| PP&E (Net) | $420M | $388M | $362M | $344M | $328M | $310M | $299M | $279M | $266M | $256M | · | $231M | $221M | $206M | · | $196M | |
| Goodwill | $458M | $459M | $458M | $457M | $456M | $455M | $454M | $456M | $456M | $352M | $353M | $351M | $353M | $353M | $354M | $352M | |
| Intangibles | $52M | $57M | $61M | $61M | $65M | $69M | $76M | $83M | $90M | $46M | · | $56M | $60M | $65M | · | $75M | |
| Other Non-current Assets | $178M | $181M | $173M | $170M | $164M | $153M | $142M | $132M | $129M | $108M | · | $92M | $90M | $86M | · | $76M | |
| Total Assets | $3.96B | $3.98B | $4.23B | $3.98B | $3.95B | $3.95B | $4.01B | $3.77B | $3.75B | $2.93B | · | $3.34B | $3.27B | $3.13B | · | $2.73B | |
| Accounts Payable | $22M | $24M | $17M | $22M | $11M | $25M | $31M | $18M | $8M | $18M | · | $15M | $6M | $15M | · | $47M | |
| Accrued Liabilities | $121M | $108M | $113M | $120M | $101M | $101M | $100M | $95M | $93M | $99M | · | $100M | $109M | $102M | · | $96M | |
| Current Liabilities | $1.97B | $1.89B | $2.04B | $1.78B | $1.78B | $1.74B | $1.83B | $1.60B | $1.61B | $1.60B | · | $2.19B | $2.23B | $2.20B | · | $1.45B | |
| Capital Leases | $168M | $167M | $168M | $135M | $106M | $111M | $105M | $111M | $116M | $117M | · | $125M | $131M | $136M | · | $81M | |
| Deferred Tax | $21M | $24M | $22M | $18M | $19M | $22M | $21M | $19M | $18M | $18M | · | $17M | $14M | $12M | · | $10M | |
| Other Non-current Liabilities | $52M | $54M | $52M | $36M | $33M | $33M | $31M | $29M | $28M | $25M | · | $20M | $19M | $19M | · | $22M | |
| Total Liabilities | $2.24B | $2.16B | $2.31B | $2.00B | $1.96B | $1.93B | $2.01B | $1.78B | $1.79B | $1.79B | · | $2.37B | $2.42B | $2.38B | · | $2.26B | |
| Common Stock | $19.0K | $19.0K | $20.0K | $20.0K | $20.0K | $20.0K | $20.0K | $20.0K | $20.0K | $20.0K | · | $20.0K | $20.0K | $20.0K | · | $20.0K | |
| Paid-in Capital | $4.05B | $3.92B | $3.78B | $3.67B | $3.54B | $3.44B | $3.32B | $3.23B | $3.09B | $2.95B | · | $2.69B | $2.53B | $2.41B | · | $2.11B | |
| Retained Earnings | $-2.33B | $-2.10B | $-1.86B | $-1.67B | $-1.54B | $-1.40B | $-1.29B | $-1.21B | $-1.10B | $-1.79B | · | $-1.70B | $-1.66B | $-1.64B | · | $-1.60B | |
| Treasury Stock | · | · | $0 | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $2M | $2M | $2M | · | $2M | |
| AOCI | $-8M | $-4M | $-4M | $-12M | $-16M | $-18M | $-28M | $-24M | $-25M | $-25M | · | $-28M | $-20M | $-22M | · | $-34M | |
| Stockholders' Equity | $1.72B | $1.82B | $1.92B | $1.98B | $1.99B | $2.01B | $2.00B | $1.99B | $1.96B | $1.14B | $1.13B | $965M | $848M | $749M | $617M | $469M | |
| Liabilities + Equity | $3.96B | $3.98B | $4.23B | $3.98B | $3.95B | $3.95B | $4.01B | $3.77B | $3.75B | $2.93B | · | $3.34B | $3.27B | $3.13B | · | $2.73B | |
| Shares Outstanding | 188,176,000 | 193,057,000 | 197,765,000 | 200,297,000 | 201,098,000 | 202,034,000 | 202,477,000 | 202,000,000 | 202,296,000 | 204,701,000 | 205,326,000 | 203,922,000 | 203,197,000 | 202,359,000 | 201,904,000 | 201,069,000 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $34M | $32M | $26M | $30M | $29M | $30M | $29M | $28M | $27M | $25M | $24M | $23M | $25M | $23M | $22M | $22M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $-948.0K | $4M | $2M | $2M | $-1M | $-23.0K | |
| Amort. of Intangibles | · | · | · | · | · | · | $7M | $7M | $6M | · | $5M | $5M | $5M | · | · | · | |
| Restructuring | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $597.0K | $29M | $88.0K | $710.0K | $811.0K | $29M | $253.0K | $28M | |
| Other Non-cash | · | $211M | · | · | · | $149M | · | · | · | $197M | · | · | · | $209M | · | · | |
| Operating Cash Flow | $335M | $322M | $377M | $290M | $246M | $251M | $308M | $234M | $220M | $255M | $271M | $264M | $211M | $234M | $137M | $53M | |
| CapEx | $39M | $32M | $27M | $27M | $28M | $24M | $28M | $24M | $22M | $23M | $22M | $24M | $27M | $19M | $24M | $16M | |
| Investing Cash Flow | $-7M | $-39M | $-34M | $-38M | $-30M | $-25M | $-32M | $-44M | $-176M | $-61M | $67M | $34M | $-65M | $8M | $-44M | $-2M | |
| Stock Repurchased | $307M | $318M | $269M | $215M | $202M | $183M | $162M | $173M | $200M | $149M | $0 | $75M | $30M | $40M | $0 | $38M | |
| Net Stock Activity | · | $-318M | · | · | · | $-183M | · | · | · | $-149M | · | · | · | $-40M | · | · | |
| Financing Cash Flow | $-345M | $-334M | $-333M | $-270M | $-273M | $-224M | $-232M | $-198M | $-239M | $-170M | $-735M | $-121M | $-69M | $-21M | $-16M | $-49M | |
| Net Change in Cash | $-20M | $-52M | $18M | $-16M | $-56M | $13M | $39M | $-7M | $-195M | $21M | $-392M | $171M | $78M | $222M | $89M | $-4M | |
| Taxes Paid | $6M | $3M | $4M | $3M | $3M | $2M | $7M | $4M | $9M | $4M | $2M | $3M | $5M | $765.0K | $5M | $2M | |
| Free Cash Flow | · | $289M | · | · | · | $228M | · | · | · | $232M | · | · | · | $215M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $232M | · | · | · | $214M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 79.7% | 79.4% | · | 79.2% | 79.3% | 79.4% | · | 79.3% | 78.9% | 78.9% | · | 79.6% | 78.8% | 79.4% | · | 79.9% | |
| Operating Margin | 13.4% | 13.4% | · | 10.4% | 8.2% | 7.9% | · | 7.8% | 7.8% | 3.2% | · | 2.8% | 0.96% | -0.70% | · | -4.2% | |
| Net Margin | 8.9% | 9.4% | · | 10.2% | 7.9% | 9.4% | · | 8.3% | 120.7% | 4.8% | · | 5.5% | 1.1% | 0.08% | · | -4.6% | |
| Pretax Margin | 14.3% | 14.2% | · | 11.7% | 9.6% | 9.7% | · | 9.5% | 9.8% | 5.2% | · | 5.1% | 3.3% | 0.85% | · | -4.3% | |
| EBITDA Margin | 13.4% | 17.3% | · | 10.4% | 8.2% | 11.9% | · | 7.8% | 7.8% | 6.6% | · | 2.8% | 0.96% | 2.8% | · | -4.2% | |
| ROA | 2.0% | 2.0% | · | 2.2% | 1.6% | 2.1% | · | 1.8% | 25.3% | 1.1% | · | 1.3% | 0.25% | 0.02% | · | -1.2% | |
| ROE | 4.2% | 4.1% | · | 4.2% | 3.2% | 4.6% | · | 4.2% | 63.2% | 3.6% | · | 5.4% | 1.2% | 0.10% | · | -8.4% | |
| ROIC | 4.3% | 4.1% | · | 3.8% | 2.7% | 2.9% | · | 2.6% | 36.4% | 1.8% | · | 2.2% | 0.26% | -0.06% | · | -6.2% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.6 | 0.7 | · | 0.7 | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 1.0 | |
| Quick Ratio | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.6 | · | 0.6 | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 157.1 | · | 12.5 | 4.2 | -2.4 | · | -18.8 |
Eficiencia
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | |
| Receivables Turnover | 2.4 | 2.7 | · | 2.5 | 2.4 | 2.5 | · | 2.3 | 2.0 | 2.0 | · | 1.8 | 1.8 | 1.9 | · | 1.8 |
Por Acción
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.13 | $9.43 | · | $9.89 | $9.89 | $9.97 | · | $9.85 | $9.70 | $5.55 | · | $4.73 | $4.17 | $3.70 | · | $2.33 | |
| Revenue / Share | $4.53 | $4.23 | · | $3.93 | $3.80 | $3.59 | · | $3.62 | $3.53 | $3.38 | · | $3.37 | $3.30 | $3.18 | · | $3.21 | |
| Cash Flow / Share | · | $1.64 | · | · | · | $1.18 | · | · | · | $1.21 | · | · | · | $1.12 | · | · | |
| Cash / Share | $2.81 | $2.84 | · | $2.91 | $2.98 | $3.25 | · | $3.02 | $3.06 | $3.99 | · | $5.83 | $5.01 | $4.65 | · | $3.15 | |
| EPS (TTM) | $1.64 | $1.54 | · | $1.40 | $1.30 | $5.26 | · | $4.85 | $4.74 | $0.52 | · | $0.25 | $-0.09 | $-0.35 | · | $-0.67 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.36B | $3.29B | · | $3.16B | $3.10B | $3.03B | · | $2.91B | $2.86B | $2.81B | · | $2.71B | $2.65B | $2.59B | · | $2.44B | |
| Net Income TTM | $330M | $315M | · | $302M | $281M | $1.11B | · | $1.01B | $988M | $107M | · | $52M | $-17M | $-70M | · | $-133M | |
| Market Cap | $10.32B | $8.88B | · | $14.65B | $15.21B | $16.52B | · | $14.01B | $11.22B | $11.59B | · | $7.93B | $10.94B | $10.00B | · | $9.71B | |
| P/E | 33.4 | 29.9 | · | 52.2 | 58.2 | 15.5 | · | 14.3 | 11.7 | 108.8 | · | 155.5 | -598.0 | -141.3 | · | -72.1 | |
| P/S | 3.1 | 2.7 | · | 4.6 | 4.9 | 5.4 | · | 4.8 | 3.9 | 4.1 | · | 2.9 | 4.1 | 3.9 | · | 4.0 | |
| P/B | 6.0 | 4.9 | · | 7.4 | 7.7 | 8.2 | · | 7.0 | 5.7 | 10.2 | · | 8.2 | 12.9 | 13.3 | · | 20.7 | |
| P / Tangible Book | 8.5 | 6.8 | · | 10.0 | 10.4 | 11.1 | · | 9.7 | 7.9 | 15.7 | · | 14.2 | 25.2 | 30.2 | · | 237.7 | |
| P / Cash Flow | · | 27.6 | · | · | · | 65.7 | · | · | · | 45.5 | · | · | · | 42.8 | · | · | |
| Earnings Yield | 3.0% | 3.4% | · | 1.9% | 1.7% | 6.4% | · | 7.0% | 8.5% | 0.92% | · | 0.64% | -0.17% | -0.71% | · | -1.4% |
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 | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Ingresos | $3.22B | $2.98B | $2.76B | $2.52B | $2.11B |
| Margen Bruto % | 79.4% | 79.1% | 79.3% | 78.7% | 77.9% |
| Margen Operativo % | 9.3% | 6.7% | 1.1% | -3.5% | -2.9% |
| Beneficio neto | $309M | $1.07B | $74M | $-97M | $-70M |
| EPS Diluido | $1.48 | $5.08 | $0.36 | $-0.49 | $-0.36 |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Ratio corriente | 0.7 | 0.8 | 0.9 | 0.7 | 1.0 |
| Ratio Rápido | 0.5 | 0.6 | 0.7 | 0.6 | 0.7 |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.06B | $920M | $887M | $429M | $445M |
Propietarios institucionales (13F) 751 declarantes · $9.7B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 88 (-39 vs trimestre anterior) | 111 (-51 vs trimestre anterior) | 250 (-22 vs trimestre anterior) | 250 (+7 vs trimestre anterior) | +2.0M |
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 | $1 468 386 235 | 21 467 635 | 15,18% | Acciones |
| BlackRock, Inc. | $927 059 002 | 20 870 306 | 9,59% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $515 018 006 | 11 594 282 | 5,33% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $398 562 476 | 8 972 591 | 4,12% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $389 591 918 | 8 770 642 | 4,03% | Acciones |
| Capital World Investors | $313 409 796 | 7 055 601 | 3,24% | Acciones |
| STATE STREET CORP | $279 093 925 | 6 283 069 | 2,89% | Acciones |
| AMERIPRISE FINANCIAL INC | $273 931 000 | 6 165 568 | 2,83% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $247 909 664 | 5 581 037 | 2,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $184 376 162 | 4 112 381 | 1,91% | Acciones |
| FEDERATED HERMES, INC. | $148 124 931 | 3 334 645 | 1,53% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $146 653 030 | 3 301 509 | 1,52% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $136 594 210 | 3 075 061 | 1,41% | Acciones |
| FMR LLC | $136 383 506 | 3 070 318 | 1,41% | Acciones |
| Invesco Ltd. | $127 984 727 | 2 881 241 | 1,32% | Acciones |
| MORGAN STANLEY | $124 464 110 | 2 801 981 | 1,29% | Acciones |
| PeakShares LLC | $111 050 000 | 2 500 | 1,15% | Acciones |
| NORGES BANK | $108 654 696 | 2 446 076 | 1,12% | Acciones |
| UBS Group AG | $98 136 350 | 2 209 283 | 1,01% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $92 480 128 | 1 950 646 | 0,96% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $90 790 438 | 2 043 909 | 0,94% | Acciones |
| GOLDMAN SACHS GROUP INC | $87 808 117 | 1 976 770 | 0,91% | Acciones |
| D. E. Shaw & Co., Inc. | $83 259 205 | 1 874 363 | 0,86% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $81 330 307 | 1 830 932 | 0,84% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81 288 467 | 1 829 997 | 0,84% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $79 689 480 | 1 794 000 | 0,82% | Opción de compra |
| ROYAL BANK OF CANADA | $77 836 000 | 1 752 296 | 0,80% | Acciones |
| Quantinno Capital Management LP | $77 022 450 | 1 733 958 | 0,80% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $74 967 634 | 1 687 700 | 0,78% | Opción de venta |
| NORTHERN TRUST CORP | $73 976 803 | 1 665 394 | 0,76% | Acciones |
| Allianz Asset Management GmbH | $71 242 485 | 1 603 838 | 0,74% | Acciones |
| Qube Research & Technologies Ltd | $67 618 700 | 1 522 258 | 0,70% | Acciones |
| Robeco Institutional Asset Management B.V. | $66 254 786 | 1 491 553 | 0,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $59 867 337 | 1 347 557 | 0,62% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $57 872 241 | 1 302 842 | 0,60% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $56 942 753 | 1 281 917 | 0,59% | Acciones |
| Bank of New York Mellon Corp | $56 218 976 | 1 265 623 | 0,58% | Acciones |
| MARSHALL WACE, LLP | $55 610 775 | 1 251 931 | 0,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $54 694 035 | 1 231 293 | 0,57% | Acciones |
| FIRST TRUST ADVISORS LP | $52 850 276 | 1 189 788 | 0,55% | Acciones |
| Man Group plc | $52 713 969 | 1 186 717 | 0,55% | Acciones |
| Glenmede Investment Management, LP | $51 886 200 | 719 742 | 0,54% | Acciones |
| Gotham Asset Management, LLC | $48 167 760 | 1 084 371 | 0,50% | Acciones |
| JPMORGAN CHASE & CO | $47 798 411 | 1 052 119 | 0,49% | Acciones |
| Nuveen, LLC | $47 382 191 | 1 066 686 | 0,49% | Acciones |
| BANK OF AMERICA CORP /DE/ | $46 178 099 | 1 039 579 | 0,48% | Acciones |
| CITADEL ADVISORS LLC | $45 312 842 | 1 020 100 | 0,47% | Opción de venta |
| JANE STREET GROUP, LLC | $42 687 620 | 961 000 | 0,44% | Opción de venta |
| Squarepoint Ops LLC | $39 810 625 | 896 232 | 0,41% | Acciones |
| Clearbridge Investments, LLC | $30 947 917 | 696 711 | 0,32% | Acciones |
Informantes de la empresa 36 insiders · 7 directivos · 18 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Allan C. Thygesen | President and CEO | 1 de octubre de 2026 S | 166 801 | 0 | 11 | $-6 108 276 |
| Blake Jeffrey Grayson | Chief Financial Officer | 15 de septiembre de 2026 M | 107 933 | 0 | 12 | $-8 855 498 |
| Robert Chatwani | President General Mgr, Growth | 17 de septiembre de 2026 S | 75 928 | 0 | 13 | $-3 636 660 |
| William Neil Hudspith | President, Worldwide Field Ops | 31 de enero de 2019 S | 312 642 | 0 | 0 | $0 |
| Paula Hansen | Chief Revenue Officer | 1 de octubre de 2026 S | 106 557 | 0 | 13 | $-1 611 583 |
| James P Shaughnessy | Chief Legal Officer | 1 de octubre de 2026 S | 50 591 | 0 | 11 | $-2 738 435 |
| Reginald D. Davis | General Counsel and Secretary | 15 de marzo de 2019 F | 86 781 | 0 | 0 | $0 |
| Mary Agnes Wilderotter | Consejero | 1 de octubre de 2026 S | 2 199 | 0 | 3 | $-290 628 |
| Anna Marrs | Consejero | 14 de septiembre de 2026 S | 13 525 | 0 | 7 | $-156 426 |
| Teresa Briggs | Consejero | 10 de septiembre de 2026 S | 10 811 | 0 | 4 | $-95 049 |
| Peter Solvik | Consejero | 10 de septiembre de 2026 S | 49 558 | 0 | 2 | $-3 001 020 |
| Brian Keith Roberts | Consejero | 5 de septiembre de 2026 M | 1 711 | 0 | 0 | $0 |
| Michael George Rosenbaum | Consejero | 3 de septiembre de 2026 M | 2 088 | 0 | 0 | $0 |
| Cain A Hayes | Consejero | 1 de septiembre de 2026 M | 16 813 | 0 | 0 | $0 |
| Blake Irving | Consejero | 1 de septiembre de 2026 M | 27 189 | 0 | 0 | $0 |
| Enrique T Salem | Consejero | 1 de septiembre de 2026 M | 168 414 | 0 | 0 | $0 |
| James A Beer | Consejero | 1 de septiembre de 2026 M | 15 682 | 0 | 4 | $-104 679 |
| Rowan M Trollope | Consejero | 2 de agosto de 2026 M | 869 | 0 | 0 | $0 |
| Mary G Meeker | Consejero | 10 de enero de 2019 J | 165 819 | 0 | 0 | $0 |
| Keith J. Krach | Consejero | 28 de diciembre de 2018 G | 7 323 158 | 0 | 0 | $0 |
| Thomas H. Gonser JR. | Consejero | 15 de noviembre de 2018 F | 25 761 | 0 | 0 | $0 |
| Jonathan David Roberts | Consejero | 1 de mayo de 2018 C | 14 912 013 | 0 | 0 | $0 |
| Scott C Darling | Consejero | 1 de mayo de 2018 C | 9 203 071 | 0 | 0 | $0 |
| Rory O'Driscoll | Consejero | 1 de mayo de 2018 C | 4 359 253 | 0 | 0 | $0 |
| Daniel D. Springer | · | 15 de marzo de 2025 M | 911 279 | 0 | 0 | $0 |
| Stephen Shute | · | 9 de julio de 2024 S | 0 | 0 | 0 | $0 |
| Inhi Cho Suh | · | 15 de diciembre de 2023 M | 92 671 | 0 | 0 | $0 |
| Cynthia Gaylor | · | 15 de junio de 2023 M | 85 491 | 0 | 0 | $0 |
| Scott V. Olrich | · | 15 de junio de 2022 M | 233 610 | 0 | 0 | $0 |
| Tram T Phi | · | 10 de abril de 2022 A | 7 579 | 0 | 0 | $0 |
| Loren Alhadeff | · | 12 de enero de 2022 M | 179 815 | 0 | 0 | $0 |
| Sudhir Steven Singh | · | 29 de noviembre de 2020 M | 8 925 | 0 | 0 | $0 |
| Kirsten O. Wolberg | · | 9 de julio de 2020 G | 972 | 0 | 0 | $0 |
| Michael J Sheridan | · | 15 de junio de 2020 F | 632 106 | 0 | 0 | $0 |
| John M Hinshaw | · | 26 de diciembre de 2019 M | 71 053 | 0 | 0 | $0 |
| Louis J Lavigne JR | · | 17 de junio de 2019 A | 16 542 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 99 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 |
|---|---|---|---|---|
| MCOW · Pacer Funds Trust | 3,60% | 698 NS | 31 de julio de 2026 | N-PORT |
| AZTD · Tidal Trust I | 2,40% | 16 613 NS | 31 de julio de 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 2,15% | 154 799 SH | 5 de octubre de 2026 | Diario |
| XMHQ · Invesco Exchange-Traded Fund Trust | 2,07% | 1 626 714 SH | 5 de octubre de 2026 | Diario |
| RNIN · EA Series Trust | 1,38% | 45 967 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 1,32% | 884 332 NS | 31 de julio de 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,30% | 960 NS | 31 de julio de 2026 | N-PORT |
| CCSO · Tidal Trust II | 1,12% | 9 333 NS | 31 de julio de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,88% | 2 463 NS | 31 de julio de 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0,76% | 78 885 SH | 11 de septiembre de 2026 | Diario |
| QQQJ · Invesco Exchange-Traded Fund Trust … | 0,66% | 112 832 SH | 5 de octubre de 2026 | Diario |
| COWG · Pacer Funds Trust | 0,55% | 222 281 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,44% | 26 646 SH | 5 de octubre de 2026 | Diario |
| IGV · iShares Trust | 0,44% | 888 279 SH | 11 de septiembre de 2026 | Diario |
| FDND · First Trust Exchange-Traded Fund IV | 0,42% | 748 NS | 31 de julio de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,41% | 191 456 NS | 31 de julio de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,39% | 23 599 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,37% | 143 042 SH | 5 de octubre de 2026 | Diario |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,35% | 27 198 SH | 5 de octubre de 2026 | Diario |
| JMID · Janus Detroit Street Trust | 0,35% | 1 513 NS | 31 de julio de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,30% | 57 497 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,30% | 21 312 NS | 31 de julio de 2026 | N-PORT |
| LRGF · iShares Trust | 0,30% | 166 053 SH | 11 de septiembre de 2026 | Diario |
| WEBL · Direxion Shares ETF Trust | 0,27% | 4 649 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,27% | 113 109 SH | 19 de agosto de 2026 | Diario |
| FBUF · Fidelity Greenwood Street Trust | 0,27% | 1 177 NS | 31 de julio de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,27% | 2 391 NS | 31 de julio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,26% | 30 137 NS | 31 de julio de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,25% | 10 125 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,25% | 106 372 SH | 11 de septiembre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,24% | 2 562 845 SH | 19 de agosto de 2026 | Diario |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,24% | 313 510 SH | 19 de agosto de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,23% | 85 957 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,23% | 24 503 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,23% | 2 853 NS | 31 de julio de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,21% | 4 971 NS | 31 de julio de 2026 | N-PORT |
| FHEQ · Fidelity Greenwood Street Trust | 0,20% | 34 620 NS | 31 de julio de 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,20% | 68 097 SH | 19 de agosto de 2026 | Diario |
| IGPT · Invesco Exchange-Traded Fund Trust | 0,19% | 40 644 SH | 5 de octubre de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 277 127 NS | 31 de julio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,18% | 103 348 SH | 11 de septiembre de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 24 164 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,15% | 22 477 SH | 11 de septiembre de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,15% | 23 178 SH | 19 de agosto de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,15% | 27 292 SH | 5 de octubre de 2026 | Diario |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,13% | 3 189 SH | 5 de octubre de 2026 | Diario |
| ESSC · Strategy Shares | 0,13% | 831 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,12% | 12 304 SH | 11 de septiembre de 2026 | Diario |
| IWS · iShares Trust | 0,12% | 272 280 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,11% | 42 344 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,10% | 2 227 716 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,10% | 4 447 865 SH | 19 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,09% | 342 100 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,09% | 792 324 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,09% | 246 019 NS | 31 de julio de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,07% | 2 802 452 SH | 19 de agosto de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 7 685 SH | 5 de octubre de 2026 | Diario |
| IYW · iShares Trust | 0,06% | 239 706 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,06% | 91 319 SH | 11 de septiembre de 2026 | Diario |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 7 704 SH | 5 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,05% | 5 142 NS | 31 de julio de 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 4 228 NS | 31 de julio de 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,05% | 3 428 NS | 31 de julio de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,04% | 2 353 NS | 31 de julio de 2026 | N-PORT |
| DSI · iShares Trust | 0,04% | 29 184 SH | 11 de septiembre de 2026 | Diario |
| IWD · iShares Trust | 0,03% | 402 725 SH | 11 de septiembre de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,03% | 28 931 NS | 31 de julio de 2026 | N-PORT |
| IWP · iShares Trust | 0,02% | 68 463 SH | 11 de septiembre de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,02% | 109 715 SH | 19 de agosto de 2026 | Diario |
| IUSG · iShares Trust | 0,02% | 100 257 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,02% | 55 217 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,02% | 133 649 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,02% | 8 124 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,02% | 254 220 SH | 11 de septiembre de 2026 | Diario |
| IUSV · iShares Trust | 0,02% | 70 980 SH | 11 de septiembre de 2026 | Diario |
| WRND · New York Life Investments ETF Trust | 0,02% | 32 NS | 31 de julio de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 18 672 SH | 5 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 96 369 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 4 397 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 39 511 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 6 169 956 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 159 136 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 31 919 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 16 308 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 43 763 SH | 19 de agosto de 2026 | Diario |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,01% | 6 800 SH | 5 de octubre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 21 570 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2 043 NS | 31 de julio de 2026 | N-PORT |
| IWF · iShares Trust | 0,00% | 44 824 SH | 11 de septiembre de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 19 213 SH | 19 de agosto de 2026 | Diario |
| CBLS · Elevation Series Trust | -1,17% | -11 910 NS | 31 de julio de 2026 | N-PORT |
| IJH · iShares Trust | · | 6 817 484 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 664 552 SH | 11 de septiembre de 2026 | Diario |
| IJJ · iShares Trust | · | 406 353 SH | 21 de agosto de 2026 | Diario |
| XJH · iShares Trust | · | 26 542 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 8 791 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 27 963 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 116 805 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 2 774 SH | 19 de agosto de 2026 | Diario |
DOCU Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
16 analistas · 2026-10-02Objetivo medio $69.99 +2,6%
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 |
|---|---|---|---|---|---|---|
| DOCU | $10.45B | 35.7 | 8.2% | 9.6% | 15.8% | 79.4% |
| BMNR | $10M | 3.3 | 84.1% | 5719.1% | 8.0% | · |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
| GWRE | $12.46B | 93.2 | 22.7% | 9.4% | 10.3% | 64.2% |
| MANH | $10.37B | 48.1 | 3.8% | 20.3% | 74.1% | · |
| FIG | $19.17B | -10.1 | 41.0% | -118.4% | -85.1% | 82.4% |
| SAIL | $9.16B | -30.1 | 24.3% | -25.2% | -4.0% | 64.5% |
| AUR | · | · | · | · | · | · |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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