En esta página
FIZZ National Beverage Corp. - Common Stock
NASDAQ · Beverages · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Sep 10, 2026
$30,32
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$28,97mínimo 52 semanas
$38,21máximo 52 semanas
P/E (TTM)
16.3
BPA (TTM)
$1.86
Ingresos (TTM)
$1.18B
tus insignias
Rango 52S
$29–$38
Calificación del Analista
HOLD
Precio Objetivo
$31
P/E
16.3
ROE
40.1%
Margen de Beneficio Neto
14.8%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
FIZZ Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$30.32
P/E (TTM)
16.3
BPA (TTM)
$1.86
Ingresos (TTM)
$1.18B
ROE (TTM)
40.1%
Rango 52S
$29–$38
FIZZ 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.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 22 de febrero de 2021 | 2-for-1 | Adelante |
| 31 de mayo de 2007 | 6-for-5 | Adelante |
| 23 de marzo de 2004 | 2-for-1 | Adelante |
| 28 de octubre de 1996 | 2-for-1 | Adelante |
| 10 de noviembre de 1994 | 4-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.18B2017-04-29 → 2026-05-02
BPA$1.962017-04-29 → 2026-05-02
Flujo de caja libre$156M2017-04-29 → 2026-05-02
Margen neto14.8%2017-04-29 → 2026-05-02
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | FIZZ | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 16.3promedio 5A ≈24.2 | ≈24.2 | 63.4 | Infravalorado | |
| PEG Ratio (Ratio PEG) | ≈15.5 | · | · | · |
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 | FIZZ | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 36.2%promedio 5A ≈36.7% | ≈36.7% | 48.1% | Débil | |
| Margen Operativo (TTM) | 18.4%promedio 5A ≈18.9% | ≈18.9% | 13.2% | De primer nivel | |
| Margen EBITDA (TTM) | 20.4%promedio 5A ≈20.7% | ≈20.7% | 17.9% | En línea | |
| Margen antes de impuestos (TTM) | 19.4%promedio 5A ≈19.6% | ≈19.6% | 10.5% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 14.8%promedio 5A ≈15.0% | ≈15.0% | 7.7% | De primer nivel | |
| ROA (TTM) | 26.5%promedio 5A ≈26.8% | ≈26.8% | 11.9% | De primer nivel | |
| ROE (TTM) | 40.1%promedio 5A ≈45.6% | ≈45.6% | 24.2% | De primer nivel | |
| ROIC | 27.6%promedio 5A ≈39.3% | ≈39.3% | 19.1% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | FIZZ | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 2.4promedio 5A ≈3.3 | ≈3.3 | 1.8 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 3.4promedio 5A ≈2.4 | ≈2.4 | 1.2 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | FIZZ | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | -1.7%promedio 5A ≈2.0% | ≈2.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 0.22%promedio 5A ≈2.8% | ≈2.8% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 1.9% | · | · | · | |
| EPS YoY (EPS interanual) | -1.5%promedio 5A ≈1.8% | ≈1.8% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -1.7%promedio 5A ≈1.8% | ≈1.8% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 8.8%promedio 5A ≈4.5% | ≈4.5% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 1.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 8.9%promedio 5A ≈4.5% | ≈4.5% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 1.1% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | FIZZ | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.5promedio 5A ≈1.8 | ≈1.8 | 1.5 | De primer nivel | |
| Inventory Turnover (Rotación de Inventario) | 8.2promedio 5A ≈8.5 | ≈8.5 | 5.3 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 11.3promedio 5A ≈11.8 | ≈11.8 | 12.9 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$704.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago0.00%
Pago anualizado≈$3.25
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Jul 13, 2026 | $3,25 | USD | ≈10.4% |
| Jun 24, 2024 | $3,25 | USD | ≈7.3% |
| Dic 10, 2021 | $3,00 | USD | ≈6.2% |
| Dic 3, 2020 | $3,00 | USD | ≈6.4% |
| Nov 29, 2018 | $1,45 | USD | ≈3.4% |
| Jun 1, 2017 | $0,75 | USD | ≈3.2% |
| Nov 23, 2016 | $0,75 | USD | ≈2.9% |
| Dic 5, 2012 | $1,28 | USD | ≈17.1% |
| Dic 14, 2010 | $1,15 | USD | ≈17.1% |
| Ene 4, 2010 | $0,68 | USD | ≈10.6% |
| Jul 18, 2007 | $0,40 | USD | ≈7.4% |
| Ene 3, 2006 | $0,42 | USD | ≈12.2% |
| Mar 24, 2004 | $0,42 | USD | ≈9.9% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-8.0%
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de marzo de 2027 | Sep 10, 2026 | $0.50 | $0.60 | -16.9% |
| 30 de septiembre de 2026 | $0.50 | $0.60 | -16.9% | |
| 30 de junio de 2026 | $0.43 | $0.48 | -10.3% | |
| 31 de marzo de 2026 | $0.44 | $0.45 | -2.0% | |
| 31 de diciembre de 2025 | $0.49 | $0.52 | -5.8% | |
| 30 de septiembre de 2025 | $0.60 | $0.61 | -2.0% | |
| 30 de junio de 2025 | $0.48 | $0.49 | -2.0% |
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 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.18B | $1.20B | $1.19B | $1.17B | $1.14B | $1.07B | $1.00B | $1.01B | $976M | $827M | $705M | $646M | |
| Cost of Revenue | $743M | $757M | $763M | $776M | $720M | $651M | $630M | $630M | $585M | $501M | $463M | $427M | |
| Gross Profit | $437M | $444M | $428M | $397M | $418M | $422M | $370M | $384M | $391M | $326M | $241M | $219M | |
| SG&A Expense | $207M | $208M | $210M | $210M | $210M | $194M | $204M | $204M | $187M | $164M | $148M | $145M | |
| Operating Income | $230M | $235M | $219M | $187M | $208M | $228M | $166M | $180M | $204M | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | $202.0K | $201.0K | $189.0K | $203.0K | $371.0K | |
| Other Non-op | $10M | $9M | $11M | $-242.0K | $-260.0K | $312.0K | $4M | $-4M | $1M | $537.0K | $-145.0K | $1M | |
| Pretax Income | $241M | $245M | $230M | $186M | $208M | $228M | $169M | $184M | $205M | $163M | $93M | $75M | |
| Income Tax | $57M | $58M | $53M | $44M | $49M | $54M | $39M | $43M | $56M | $56M | $32M | $25M | |
| Net Income | $184M | $187M | $177M | $142M | $159M | $174M | $130M | $141M | $150M | $107M | $61M | $49M | |
| EPS (Basic) | $1.96 | $2.00 | $1.89 | $1.52 | $1.70 | $1.87 | $1.39 | $1.51 | $3.21 | $2.30 | $1.31 | $1.06 | |
| EPS (Diluted) | $1.96 | $1.99 | $1.89 | $1.52 | $1.69 | $1.86 | $1.39 | $1.50 | $3.19 | $2.29 | $1.31 | $1.05 | |
| Shares (Basic) | 93,617,000 | 93,607,000 | 93,429,000 | 93,347,000 | 93,323,000 | 93,280,000 | 93,256 | 93,266 | 46,598 | 46,564,000 | 46,452,000 | 46,353,000 | |
| Shares (Diluted) | 93,672,000 | 93,685,000 | 93,630,000 | 93,608,000 | 93,599,000 | 93,620,000 | 93,656 | 93,834 | 46,921 | 46,770,000 | 46,671,000 | 46,559,000 | |
| EBITDA | $253M | $256M | $239M | · | $226M | $246M | $183M | $15M | $13M | $13M | $12M | $12M |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $350M | $194M | $327M | $158M | $48M | $194M | $305M | $156M | $190M | $136M | $106M | $52M | |
| Receivables | $104M | $104M | $103M | $105M | $94M | $86M | $85M | $85M | $84M | $71M | $61M | $60M | |
| Inventory | $96M | $85M | $85M | $94M | $103M | $71M | $63M | $71M | $61M | $53M | $48M | $43M | |
| Prepaid Expense | $44M | $24M | $22M | $10M | $30M | $13M | $8M | $10M | $18M | $7M | $5M | $8M | |
| Current Assets | $593M | $407M | $537M | $366M | $275M | $365M | $461M | $321M | $353M | $268M | $224M | $168M | |
| PP&E (Net) | $182M | $176M | $160M | $148M | $144M | $131M | $121M | $111M | $86M | $65M | $62M | $60M | |
| PP&E (Gross) | $447M | $420M | $396M | $370M | $353M | $329M | $308M | $290M | $261M | $233M | $223M | $217M | |
| Accum. Depreciation | $265M | $244M | $236M | $222M | $208M | $198M | $187M | $179M | $175M | $168M | $161M | $156M | |
| Goodwill | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | |
| Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-current Assets | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $5M | $5M | |
| Total Assets | $852M | $673M | $770M | $574M | $468M | $557M | $649M | $452M | $459M | $354M | $305M | $248M | |
| Accounts Payable | $87M | $82M | $78M | $85M | $95M | $89M | $74M | $66M | $75M | $58M | $49M | $45M | |
| Accrued Liabilities | $33M | $44M | $47M | $47M | $39M | $44M | $42M | $30M | $30M | $29M | $26M | $21M | |
| Current Liabilities | $135M | $141M | $138M | $144M | $145M | $147M | $142M | $97M | $105M | $87M | $76M | $66M | |
| Capital Leases | $44M | $58M | $42M | $30M | $21M | $29M | $32M | · | · | · | · | · | |
| Deferred Tax | $29M | $23M | $23M | $20M | $24M | $17M | $15M | $16M | $15M | $12M | $14M | $15M | |
| Other Non-current Liabilities | $7M | $8M | $8M | $8M | $9M | $8M | $8M | $8M | $8M | $9M | $9M | $8M | |
| Total Liabilities | $216M | $229M | $211M | $202M | $228M | $201M | $196M | $121M | · | · | · | · | |
| Total Debt | · | · | · | · | $30M | · | · | · | · | · | · | $10M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $507.0K | $507.0K | $506.0K | $506.0K | $504.0K | |
| Paid-in Capital | $44M | $44M | $43M | $40M | $39M | $38M | $37M | $37M | $36M | $36M | $35M | $38M | |
| Retained Earnings | $601M | $418M | $535M | $358M | $216M | $338M | $443M | $-313M | $308M | $228M | $191M | $130M | |
| Treasury Stock | $20M | $19M | $19M | $19M | $19M | $19M | · | · | · | · | · | · | |
| AOCI | $14M | $6M | $5M | $-3M | $7M | $3M | $-5M | $-2M | $5M | $-604.0K | $-2M | $-3M | |
| Stockholders' Equity | $636M | $444M | $560M | $372M | $239M | $356M | $452M | $332M | $331M | $246M | $206M | $148M | |
| Liabilities + Equity | $852M | $673M | $770M | $574M | $468M | $557M | $649M | $452M | $459M | $354M | $305M | $248M |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $21M | $20M | $20M | $19M | $18M | $17M | $15M | $13M | $13M | $12M | $12M | |
| Stock-based Comp | $439.0K | $606.0K | $881.0K | $677.0K | $695.0K | $462.0K | $125.0K | $251.0K | $161.0K | $208.0K | $228.0K | $307.0K | |
| Deferred Tax | $4M | $-449.0K | $3M | $-4M | $7M | $2M | $-1M | $3M | $676.0K | $1M | $-1M | $1M | |
| Other Non-cash | $-29M | $-1M | $-3M | · | $-51M | $-1M | $32M | $-20M | $-9M | $-8M | $7M | $-4M | |
| Operating Cash Flow | $181M | $207M | $198M | $162M | $133M | $194M | $178M | $139M | $155M | $114M | $80M | $58M | |
| CapEx | $25M | $36M | $30M | $22M | $29M | $25M | $24M | $38M | $32M | $14M | $12M | $12M | |
| Investing Cash Flow | $-25M | $-36M | $-30M | $-22M | $-29M | $-25M | $-24M | $-38M | $-32M | $-14M | $-12M | $-10M | |
| Debt Issued | · | · | $0 | $0 | $50M | $0 | $0 | · | · | · | · | · | |
| Net Debt Issued | · | · | $0 | · | $50M | · | · | · | · | · | · | · | |
| Stock Repurchased | $673.0K | $0 | $0 | · | $0 | $0 | $6M | · | $0 | · | · | · | |
| Net Stock Activity | $-673.0K | · | · | · | $0 | $0 | $-6M | · | · | · | · | · | |
| Dividends Paid | $0 | $304M | $0 | $0 | $280M | $280M | $0 | $135M | $70M | $70M | · | · | |
| Financing Cash Flow | $-422.0K | $-304M | $1M | $-30M | $-250M | $-279M | $-5M | $-135M | $-69M | $-69M | $-15M | $-26M | |
| Net Change in Cash | $156M | $-133M | $169M | $110M | $-146M | $-111M | $148M | $-34M | $53M | $31M | $53M | $23M | |
| Taxes Paid | $58M | $56M | $56M | $38M | $52M | $63M | · | · | · | · | · | · | |
| Free Cash Flow | $156M | $170M | $168M | · | $104M | $168M | $154M | $101M | $123M | $100M | $67M | $46M | |
| Levered FCF | · | · | · | · | · | · | · | $101M | $123M | $100M | $67M | $46M |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 37.0% | 37.0% | 35.9% | · | 36.7% | 39.3% | 37.0% | 37.9% | 40.1% | 39.4% | 34.3% | 33.9% | |
| Operating Margin | 19.5% | 19.6% | 18.3% | · | 18.3% | 21.2% | 16.6% | · | · | · | · | · | |
| Net Margin | 15.6% | 15.6% | 14.8% | · | 13.9% | 16.2% | 13.0% | 13.9% | 15.3% | 13.0% | 8.7% | 7.6% | |
| Pretax Margin | 20.4% | 20.4% | 19.3% | · | 18.2% | 21.3% | 16.9% | 18.1% | 21.1% | 19.7% | 13.2% | 11.6% | |
| EBITDA Margin | 21.4% | 21.3% | 20.0% | · | 19.9% | 22.9% | 18.3% | 1.5% | 1.4% | 1.6% | 1.7% | 1.8% | |
| ROA | 24.1% | 25.9% | 26.3% | · | 30.9% | 28.9% | 23.6% | 30.9% | 36.9% | 32.3% | 22.1% | 21.0% | |
| ROE | 34.0% | 44.3% | 33.0% | · | 71.1% | 51.8% | 29.7% | 44.2% | 47.9% | 46.3% | 30.7% | 34.6% | |
| ROIC | 27.6% | 40.5% | 30.0% | · | 58.9% | 48.9% | 28.1% | · | · | · | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.4 | 2.9 | 3.9 | · | 1.9 | 2.5 | 3.3 | 3.3 | 3.4 | 3.1 | 3.0 | 2.5 | |
| Quick Ratio | 3.4 | 2.1 | 3.1 | · | 1.0 | 1.9 | 2.7 | 2.5 | 2.6 | 2.4 | 2.2 | 1.7 | |
| Debt / Equity | · | · | · | · | 0.1 | · | · | · | · | · | · | 0.1 | |
| LT Debt / Equity | · | · | · | · | 0.1 | · | · | · | · | · | · | 0.1 |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.7 | 1.8 | · | 2.2 | 1.8 | 1.8 | 2.2 | 2.4 | 2.5 | 2.5 | 2.7 | |
| Inventory Turnover | 8.2 | 8.9 | 8.6 | · | 8.2 | 9.6 | 9.4 | 9.6 | 10.2 | 9.9 | 10.2 | 9.8 | |
| Receivables Turnover | 11.3 | 11.6 | 11.5 | · | 12.6 | 12.5 | 11.8 | 12.0 | 12.5 | 12.5 | 11.6 | 10.9 |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $12.60 | $12.82 | $12.73 | · | $12158.39 | $11452.79 | $21363.16 | $21.61 | $20.80 | $17.68 | $15.10 | $13.87 | |
| Cash Flow / Share | $1.94 | $2.21 | $2.11 | · | $1422.38 | $2069.75 | $3794.57 | $2.97 | $3.30 | $2.43 | $1.69 | $1.25 | |
| EPS (TTM) | $1.96 | $1.99 | $1.89 | $1.52 | $1.69 | $1.86 | $1.39 | $1.50 | $3.19 | $2.29 | $1.31 | $1.05 |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.7% | 0.81% | 1.6% | 3.1% | 6.1% | 7.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 0.22% | 1.8% | 3.6% | 5.5% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 1.9% | 3.7% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.5% | 5.3% | 24.3% | -10.1% | -9.1% | 33.8% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 8.8% | 5.6% | 0.53% | 3.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.1% | 7.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -1.7% | 5.7% | 24.3% | -10.3% | -9.0% | 34.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 8.9% | 5.6% | 0.49% | 3.0% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.1% | 7.5% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.18B | $1.20B | $1.19B | $1.17B | $1.14B | $1.07B | $1.00B | $1.01B | $976M | $827M | $705M | $646M | |
| Net Income TTM | $184M | $187M | $177M | $142M | $159M | $174M | $130M | $141M | $150M | $107M | $61M | $49M | |
| P/E | 17.4 | 21.7 | 23.0 | 32.7 | 26.1 | 26.1 | 18.0 | 19.2 | 14.1 | 19.3 | 17.8 | 10.7 | |
| Earnings Yield | 5.8% | 4.6% | 4.3% | 3.1% | 3.8% | 3.8% | 5.5% | 5.2% | 7.1% | 5.2% | 5.6% | 9.4% | |
| Payout Ratio | 0.00% | 162.8% | 0.00% | · | 176.6% | 160.7% | 0.00% | 96.0% | 46.7% | 65.2% | · | · | |
| Annual Payout | $0 | $304M | $0 | $0 | $280M | $280M | $0 | $135M | $70M | $70M | · | · |
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 | $331M | $297M | $265M | $288M | $331M | $314M | $267M | $291M | $329M | $297M | $270M | $300M | $324M | $287M | $268M | $300M | |
| Cost of Revenue | $215M | $194M | $165M | $179M | $205M | $200M | $168M | $182M | $207M | $188M | $173M | $192M | $210M | $184M | $174M | $200M | |
| Gross Profit | $116M | $103M | $100M | $109M | $125M | $113M | $99M | $109M | $122M | $109M | $97M | $108M | $114M | $102M | $95M | $100M | |
| SG&A Expense | $57M | $53M | $48M | $51M | $55M | $56M | $48M | $51M | $53M | $56M | $49M | $54M | $51M | $54M | $50M | $53M | |
| Operating Income | $58M | $50M | $51M | $58M | $71M | $58M | $51M | $58M | $70M | $53M | $48M | $54M | $63M | $49M | $44M | $47M | |
| Other Non-op | $3M | $3M | $3M | $3M | $2M | $2M | $1M | $2M | $4M | $5M | $2M | $3M | $2M | $-726.0K | $482.0K | $86.0K | |
| Pretax Income | $62M | $53M | $54M | $61M | $73M | $59M | $52M | $60M | $74M | $58M | $50M | $57M | $65M | $48M | $45M | $47M | |
| Income Tax | $15M | $13M | $13M | $14M | $17M | $14M | $12M | $14M | $17M | $14M | $11M | $13M | $16M | $12M | $11M | $11M | |
| Net Income | $47M | $40M | $41M | $46M | $56M | $45M | $40M | $46M | $57M | $44M | $40M | $44M | $50M | $36M | $34M | $36M | |
| EPS (Basic) | $0.50 | $0.42 | $0.44 | $0.50 | $0.60 | $0.48 | $0.42 | $0.49 | $0.61 | $0.47 | $0.42 | $0.47 | $0.53 | $-73.87 | $37.00 | $0.39 | |
| EPS (Diluted) | $0.50 | $0.43 | $0.44 | $0.49 | $0.60 | $0.47 | $0.42 | $0.49 | $0.61 | $0.47 | $0.42 | $0.47 | $0.53 | $-73.87 | $37.00 | $0.39 | |
| Shares (Basic) | 93,613,000 | · | 93,612,000 | 93,623,000 | 93,620,000 | · | 93,617,000 | 93,613,000 | 93,569,000 | · | 93,454,000 | 93,360,000 | 93,354,000 | · | 93,353,000 | 93,344,000 | |
| Shares (Diluted) | 93,660,000 | · | 93,645,000 | 93,684,000 | 93,699,000 | · | 93,691,000 | 93,686,000 | 93,667,000 | · | 93,640,000 | 93,604,000 | 93,610,000 | · | 93,611,000 | 93,602,000 | |
| EBITDA | $65M | · | $51M | $58M | $76M | · | $51M | $58M | $75M | · | $48M | $54M | $68M | · | $44M | $47M |
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 | $107M | $350M | $314M | $269M | $250M | $194M | $149M | $113M | $77M | $327M | $277M | $248M | $223M | · | $118M | $93M | |
| Receivables | $106M | $104M | $97M | $93M | $107M | $104M | $91M | $100M | $116M | $103M | $102M | $100M | $108M | · | $97M | $100M | |
| Inventory | $100M | $96M | $96M | $96M | $94M | $85M | $85M | $91M | $91M | $85M | $89M | $93M | $93M | · | $94M | $88M | |
| Prepaid Expense | $14M | $44M | $31M | $33M | $26M | $24M | $27M | $21M | $10M | $22M | $22M | $16M | $8M | · | $15M | $17M | |
| Current Assets | $328M | $593M | $538M | $491M | $476M | $407M | $353M | $325M | $293M | $537M | $489M | $456M | $431M | · | $324M | $299M | |
| PP&E (Net) | $179M | $182M | $174M | $174M | $173M | $176M | $166M | $160M | $158M | $160M | $154M | $152M | $149M | · | $143M | $143M | |
| PP&E (Gross) | $450M | $447M | $434M | $428M | $423M | $420M | $416M | $406M | $399M | $396M | $388M | $382M | $375M | · | $363M | $359M | |
| Accum. Depreciation | $271M | $265M | $260M | $255M | $249M | $244M | $250M | $246M | $241M | $236M | $234M | $230M | $226M | · | $220M | $216M | |
| Goodwill | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | · | $13M | $13M | |
| Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | |
| Other Non-current Assets | $4M | $5M | $5M | $5M | $5M | $5M | $7M | $8M | $6M | $5M | $5M | $5M | $5M | · | $6M | $5M | |
| Total Assets | $582M | $852M | $792M | $749M | $738M | $673M | $594M | $557M | $523M | $770M | $720M | $673M | $640M | · | $526M | $500M | |
| Accounts Payable | $82M | $87M | $67M | $64M | $79M | $82M | $63M | $70M | $74M | $78M | $73M | $80M | $87M | · | $69M | $84M | |
| Accrued Liabilities | $36M | $33M | $40M | $35M | $40M | $44M | $43M | $45M | $50M | $47M | $45M | $49M | $49M | · | $44M | $51M | |
| Current Liabilities | $137M | $135M | $122M | $115M | $147M | $141M | $120M | $128M | $147M | $138M | $133M | $143M | $157M | · | $126M | $148M | |
| Capital Leases | $44M | $44M | $48M | $51M | $55M | $58M | $42M | $38M | $39M | $42M | $45M | $32M | $30M | · | $29M | $29M | |
| Deferred Tax | $26M | $29M | $24M | $25M | $24M | $23M | $24M | $24M | $21M | $23M | $25M | $24M | $24M | · | $25M | $21M | |
| Other Non-current Liabilities | $7M | $7M | $7M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $8M | · | $8M | $8M | |
| Total Liabilities | $215M | $216M | $201M | $198M | $234M | $229M | $194M | $197M | $216M | $211M | $210M | $206M | $218M | · | $187M | $205M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | |
| Paid-in Capital | $45M | $44M | $44M | $44M | $44M | $44M | $44M | $43M | $43M | $43M | $42M | $41M | $41M | · | $40M | $40M | |
| Retained Earnings | $344M | $601M | $561M | $520M | $474M | $418M | $373M | $333M | $288M | $535M | $491M | $452M | $408M | · | $322M | $288M | |
| Treasury Stock | $20M | $20M | $20M | $20M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | $19M | · | $19M | $19M | |
| AOCI | $3M | $14M | $9M | $11M | $10M | $6M | $7M | $7M | $-1M | $5M | $191.0K | $-3M | $-3M | · | $324.0K | $-10M | |
| Stockholders' Equity | $368M | $636M | $591M | $551M | $504M | $444M | $400M | $360M | $307M | $560M | $510M | $467M | $422M | $372M | $340M | $295M | |
| Liabilities + Equity | $582M | $852M | $792M | $749M | $738M | $673M | $594M | $557M | $523M | $770M | $720M | $673M | $640M | · | $526M | $500M |
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 | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $5M | $5M | |
| Stock-based Comp | $87.0K | $96.0K | $96.0K | $112.0K | $135.0K | $141.0K | $154.0K | $151.0K | $160.0K | $377.0K | $163.0K | $170.0K | $171.0K | $170.0K | $165.0K | $172.0K | |
| Other Non-cash | $11M | · | · | · | $-2M | · | · | · | $-5M | · | · | · | $15M | · | · | · | |
| Operating Cash Flow | $65M | $46M | $51M | $26M | $59M | $60M | $47M | $43M | $57M | $60M | $35M | $32M | $70M | $49M | $30M | $42M | |
| CapEx | $3M | $10M | $6M | $6M | $3M | $15M | $10M | $7M | $4M | $11M | $7M | $7M | $5M | $10M | $4M | $5M | |
| Investing Cash Flow | $-3M | $-10M | $-6M | $-6M | $-3M | $-15M | $-10M | $-7M | $-4M | $-11M | $-7M | $-7M | $-5M | $-10M | $-4M | $-5M | |
| Stock Repurchased | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $304M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $304M | $0 | $0 | $0 | $0 | $0 | · | · | |
| Financing Cash Flow | $-304M | $0 | $0 | $-422.0K | $0 | $0 | $58.0K | $112.0K | $-304M | $473.0K | $563.0K | $278.0K | $0 | $19.0K | $7.0K | $285.0K | |
| Net Change in Cash | $-242M | $36M | $45M | $19M | $56M | $45M | $36M | $36M | $-250M | $50M | $29M | $25M | $65M | $40M | $26M | $37M | |
| Taxes Paid | $234.0K | $15M | $10M | $33M | $94.0K | $9M | $15M | $31M | $223.0K | $12M | $13M | $31M | $1.0K | $10M | $6M | $21M | |
| Free Cash Flow | $62M | · | · | · | $56M | · | · | · | $54M | · | · | · | $65M | · | · | · |
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 | 35.0% | · | 37.6% | 37.9% | 38.0% | · | 37.0% | 37.5% | 37.2% | · | 35.9% | 35.9% | 35.3% | · | 35.4% | 33.4% | |
| Operating Margin | 17.7% | · | 19.3% | 20.1% | 21.4% | · | 18.9% | 19.9% | 21.1% | · | 17.8% | 18.1% | 19.5% | · | 16.6% | 15.7% | |
| Net Margin | 14.2% | · | 15.6% | 16.1% | 16.9% | · | 14.8% | 15.7% | 17.2% | · | 14.7% | 14.6% | 15.3% | · | 12.8% | 12.0% | |
| Pretax Margin | 18.6% | · | 20.4% | 21.1% | 22.1% | · | 19.5% | 20.5% | 22.4% | · | 18.6% | 19.0% | 20.1% | · | 16.7% | 15.7% | |
| EBITDA Margin | 19.6% | · | 19.3% | 20.1% | 23.1% | · | 18.9% | 19.9% | 22.7% | · | 17.8% | 18.1% | 21.0% | · | 16.6% | 15.7% | |
| ROA | 7.1% | · | 5.9% | 7.1% | 8.8% | · | 6.0% | 7.4% | 9.8% | · | 6.3% | 7.5% | 9.1% | · | 7.2% | 6.3% | |
| ROE | 10.8% | · | 8.3% | 10.2% | 13.8% | · | 8.7% | 11.0% | 15.6% | · | 9.3% | 11.5% | 14.5% | · | 12.6% | 9.7% | |
| ROIC | 12.1% | · | 6.6% | 8.0% | 10.7% | · | 9.6% | 12.3% | 17.4% | · | 7.5% | 8.9% | 11.4% | · | 10.0% | 12.2% |
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 | 2.4 | · | 4.4 | 4.3 | 3.2 | · | 2.9 | 2.5 | 2.0 | · | 3.7 | 3.2 | 2.8 | · | 2.6 | 2.0 | |
| Quick Ratio | 1.6 | · | 3.4 | 3.2 | 2.4 | · | 2.0 | 1.7 | 1.3 | · | 2.8 | 2.4 | 2.1 | · | 1.7 | 1.3 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 |
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 | 0.5 | · | 0.4 | 0.4 | 0.5 | · | 0.4 | 0.5 | 0.6 | · | 0.4 | 0.5 | 0.6 | · | 0.6 | 0.5 | |
| Inventory Turnover | 2.2 | · | 1.8 | 1.9 | 2.2 | · | 1.9 | 2.0 | 2.3 | · | 1.9 | 2.1 | 2.3 | · | 1.9 | 2.4 | |
| Receivables Turnover | 3.1 | · | 2.8 | 3.0 | 3.0 | · | 2.8 | 2.9 | 2.9 | · | 2.7 | 3.0 | 3.1 | · | 3.0 | 3.2 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.53 | · | $2.83 | $3.08 | $3.53 | · | $2.85 | $3.11 | $3.52 | · | $2.88 | $3.21 | $3.46 | · | $2.87 | $3201.14 | |
| Cash Flow / Share | $0.69 | · | · | · | $0.63 | · | · | · | $0.61 | · | · | · | $0.75 | · | · | · | |
| EPS (TTM) | $1.86 | · | $2.00 | $1.98 | $1.98 | · | $1.99 | $1.99 | $1.97 | · | $-72.45 | $-35.87 | $-35.95 | · | $34.17 | $-2.50 |
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 | $1.18B | · | $1.20B | $1.20B | $1.20B | · | $1.19B | $1.19B | $1.20B | · | $1.18B | $1.18B | $1.18B | · | $1.17B | $1.16B | |
| Net Income TTM | $175M | · | $188M | $187M | $186M | · | $186M | $186M | $184M | · | $169M | $164M | $156M | · | $140M | $137M | |
| P/E | 17.0 | · | 17.0 | 17.3 | 23.4 | · | 21.2 | 22.8 | 25.4 | · | -0.7 | -1.3 | -1.5 | · | 1.3 | -18.7 | |
| Earnings Yield | 5.9% | · | 5.9% | 5.8% | 4.3% | · | 4.7% | 4.4% | 3.9% | · | -153.6% | -79.3% | -68.0% | · | 79.4% | -5.3% | |
| Payout Ratio | 647.3% | · | · | · | 0.00% | · | · | · | 535.7% | · | · | · | · | · | · | · | |
| Annual Payout | $304M | · | $0 | $0 | $0 | · | $304M | $304M | $304M | · | $0 | · | · | · | · | · |
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 | 2026-05-02 | 2025-05-03 | 2024-04-27 | 2023-04-29 | 2022-04-30 |
|---|---|---|---|---|---|
| Ingresos | $1.18B | $1.20B | $1.19B | $1.17B | $1.14B |
| Margen Bruto % | 37.0% | 37.0% | 35.9% | · | 36.7% |
| Margen Operativo % | 19.5% | 19.6% | 18.3% | · | 18.3% |
| Beneficio neto | $184M | $187M | $177M | $142M | $159M |
| EPS Diluido | $1.96 | $1.99 | $1.89 | $1.52 | $1.69 |
| Métrica | 2026-05-02 | 2025-05-03 | 2024-04-27 | 2023-04-29 | 2022-04-30 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | · | · | · | · | 0.1 |
| Ratio corriente | 4.4 | 2.9 | 3.9 | · | 1.9 |
| Ratio Rápido | 3.4 | 2.1 | 3.1 | · | 1.0 |
| Métrica | 2026-05-02 | 2025-05-03 | 2024-04-27 | 2023-04-29 | 2022-04-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $156M | $170M | $168M | · | $104M |
Propietarios institucionales (13F) 268 declarantes · $852.8M 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
268
Valor en tenencia
$852.8M
Nuevas posiciones
49
Posiciones cerradas
30
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 49 (+1 vs trimestre anterior) | 30 (+5 vs trimestre anterior) | 102 (+7 vs trimestre anterior) | 63 (-1 vs trimestre anterior) | +957K |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $133 087 219 | 4 265 616 | 15,61% | Acciones |
| VANGUARD GROUP INC | $88 809 377 | 2 784 866 | 10,41% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $88 576 706 | 2 838 997 | 10,39% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $63 554 088 | 2 036 990 | 7,45% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $51 180 084 | 1 640 230 | 6,00% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $49 061 750 | 1 572 492 | 5,75% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $32 827 798 | 1 052 173 | 3,85% | Acciones |
| STATE STREET CORP | $30 341 282 | 972 477 | 3,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $28 304 999 | 907 105 | 3,32% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $20 710 310 | 663 792 | 2,43% | Acciones |
| MORGAN STANLEY | $16 198 396 | 519 178 | 1,90% | Acciones |
| GOLDMAN SACHS GROUP INC | $15 553 918 | 498 523 | 1,82% | Acciones |
| TWO SIGMA ADVISERS, LP | $9 464 952 | 296 800 | 1,11% | Acciones |
| NORTHERN TRUST CORP | $9 401 466 | 301 329 | 1,10% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $8 830 406 | 269 811 | 1,04% | Acciones |
| ALGERT GLOBAL LLC | $8 544 089 | 273 849 | 1,00% | Acciones |
| NORGES BANK | $8 299 949 | 266 024 | 0,97% | Acciones |
| Creative Planning | $8 226 650 | 263 675 | 0,96% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 946 141 | 254 684 | 0,93% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $7 649 678 | 245 182 | 0,90% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7 357 116 | 235 805 | 0,86% | Acciones |
| DENALI ADVISORS LLC | $6 960 720 | 223 100 | 0,82% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6 242 932 | 200 094 | 0,73% | Acciones |
| Invesco Ltd. | $5 922 415 | 189 821 | 0,69% | Acciones |
| Bank of New York Mellon Corp | $5 571 122 | 178 561 | 0,65% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $5 220 977 | 167 339 | 0,61% | Acciones |
| WELLS FARGO & COMPANY/MN | $5 152 970 | 165 159 | 0,60% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $5 128 874 | 164 387 | 0,60% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 302 168 | 137 890 | 0,50% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $4 139 179 | 132 666 | 0,49% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 905 678 | 125 182 | 0,46% | Acciones |
| UBS Group AG | $3 848 364 | 123 345 | 0,45% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 651 792 | 117 045 | 0,43% | Acciones |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3 596 736 | 115 280 | 0,42% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $3 568 844 | 114 386 | 0,42% | Acciones |
| GAMCO INVESTORS, INC. ET AL | $3 310 320 | 106 100 | 0,39% | Acciones |
| FIRST TRUST ADVISORS LP | $2 515 905 | 80 638 | 0,30% | Acciones |
| Public Sector Pension Investment Board | $2 506 296 | 80 330 | 0,29% | Acciones |
| FMR LLC | $2 434 736 | 78 036 | 0,29% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 277 600 | 73 000 | 0,27% | Acciones |
| Nuveen, LLC | $2 263 841 | 72 559 | 0,27% | Acciones |
| RHUMBLINE ADVISERS | $2 217 836 | 71 085 | 0,26% | Acciones |
| Quantinno Capital Management LP | $2 089 560 | 66 973 | 0,25% | Acciones |
| Jump Financial, LLC | $2 028 000 | 65 000 | 0,24% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $1 919 798 | 61 532 | 0,23% | Acciones |
| STIFEL FINANCIAL CORP | $1 799 026 | 57 661 | 0,21% | Acciones |
| Corient Private Wealth LP | $1 798 651 | 57 649 | 0,21% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $1 783 642 | 57 168 | 0,21% | Acciones |
| Values First Advisors, Inc. | $1 745 852 | 55 957 | 0,20% | Acciones |
| JPMORGAN CHASE & CO | $1 712 785 | 52 740 | 0,20% | Acciones |
Informantes de la empresa 12 insiders · 6 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Nick A Caporella | COB & CEO | 18 de marzo de 2019 P | 34 247 886 | 0 | 0 | $0 |
| Joseph G Caporella | President | 12 de diciembre de 2023 M | 943 200 | 0 | 0 | $0 |
| George R Bracken | EVP - FINANCE | 28 de diciembre de 2023 M | 313 796 | 0 | 0 | $0 |
| Gregory P Cook | VP - Controller and CAO | 12 de noviembre de 2015 X | 11 384 | 0 | 0 | $0 |
| Dean A Mccoy | SR. VP - OPERATIONAL GUIDANCE | 27 de agosto de 2014 A | 65 250 | 0 | 0 | $0 |
| Edward F Knecht | Executive VP - Procurement | 28 de octubre de 2010 D | 16 044 | 0 | 0 | $0 |
| Glenn J. Waldman | Consejero | 20 de julio de 2026 P | 2 000 | 1 | 0 | $7 945 |
| Stanley Michael Sheridan | Consejero | 15 de abril de 2025 S | 62 408 | 0 | 0 | $0 |
| Samuel C Hathorn | Consejero | 30 de diciembre de 2024 G | 60 766 | 0 | 0 | $0 |
| CONLEE CECIL D | Consejero | 13 de diciembre de 2024 S | 48 480 | 0 | 0 | $0 |
| Joseph P Kloch JR | Consejero | 28 de julio de 2010 A | 3 600 | 0 | 0 | $0 |
| Lee S Kling | Consejero | 4 de agosto de 2007 A | 262 800 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 57 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 |
|---|---|---|---|---|
| ZIG · ETF Series Solutions | 2,85% | 28 592 NS | 31 de julio de 2026 | N-PORT |
| PSCC · Invesco Exchange-Traded Fund Trust … | 1,12% | 12 404 SH | 2 de octubre de 2026 | Diario |
| CAFG · Pacer Funds Trust | 0,65% | 6 221 NS | 31 de julio de 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,38% | 203 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,28% | 16 950 NS | 31 de julio de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,21% | 92 795 NS | 31 de julio de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,20% | 19 150 SH | 2 de octubre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 32 602 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,14% | 524 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,13% | 11 734 SH | 2 de octubre de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,09% | 72 561 NS | 31 de julio de 2026 | N-PORT |
| FSTA · FIDELITY COVINGTON TRUST | 0,09% | 40 872 NS | 31 de julio de 2026 | N-PORT |
| VDC · VANGUARD WORLD FUND | 0,09% | 269 912 SH | 19 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,08% | 12 240 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 49 036 SH | 2 de octubre de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,05% | 2 922 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 264 227 NS | 31 de julio de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,05% | 3 659 SH | 2 de octubre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 39 488 SH | 2 de octubre de 2026 | Diario |
| IWO · iShares Trust | 0,04% | 197 234 SH | 11 de septiembre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 81 561 SH | 19 de agosto de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,04% | 13 930 SH | 19 de agosto de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,04% | 24 835 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 22 400 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,03% | 7 252 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,03% | 750 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 11 645 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 616 118 SH | 11 de septiembre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 307 919 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 139 947 SH | 19 de agosto de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 2 910 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 271 264 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 535 051 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 051 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 124 982 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 8 484 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 4 546 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 4 050 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 121 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 14 849 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 6 906 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 7 050 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 30 898 SH | 11 de septiembre de 2026 | Diario |
| IYY · iShares Trust | 0,00% | 1 023 SH | 9 de septiembre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 551 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 743 052 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 13 663 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 813 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 5 266 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 1 433 061 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 111 159 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 105 062 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 32 808 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 3 202 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 221 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 6 161 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 9 943 SH | 1 de septiembre de 2026 | Diario |
FIZZ Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 7 analistas
VENTA
Objetivo mediano
$31.00
+2,2%
0 0,0%
Compra fuerte
0 0,0%
Compra
3 42,9%
Mantener
2 28,6%
Venta
2 28,6%
Venta fuerte
Precio objetivo a 12 meses
1 analistas · 2026-10-04Objetivo medio $31.00 +2,2%
Mín$31.00
Media$31.00
Máx$31.00
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 |
|---|---|---|---|---|---|---|
| FIZZ | · | 17.4 | -1.7% | 15.6% | 34.0% | 37.0% |
| COKE | · | 126.7 | 4.8% | 7.9% | 128.2% | 39.7% |
| PRMB | $5.95B | 102.2 | 29.3% | 0.90% | 1.9% | 30.3% |
| CELH | $11.75B | 183.0 | 85.5% | 4.3% | 8.8% | 50.4% |
| COCO | $3.03B | 44.5 | 18.2% | 11.7% | 24.2% | 36.5% |
| ZVIA | · | -15.5 | 4.0% | -6.2% | -17.1% | 48.0% |
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 Sep 10, 2026