PWP Perella Weinberg Partners - Class A Common Stock
$16,60
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 31, 2026
Rango 52S
$14–$26
21% of range
Calificación del Analista
BUY
8 analysts
Precio Objetivo
$22
+34% upside
P/E (TTM)
36.8
ROE
-15.9%
Margen de Beneficio Neto
4.7%
PWP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$16.60
Capitalización Bursátil
—
P/E (TTM)
36.8
BPA (TTM)
$0.47
Ingresos (TTM)
$751M
Rendimiento div.
—
ROE
-15.9%
Deuda/Capital
—
Rango 52S
$14 – $26
PWP Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$751M
2019-12-31
→
2025-12-31
BPA
$0.47
2021-12-31
→
2025-12-31
Flujo de caja libre
$30M
2021-12-31
→
2025-12-31
Márgenes
4.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PWP
Mediana de Pares
P/E (TTM)
36.8
19.6
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PWP
Mediana de Pares
Operating Margin (Margen Operativo)
6.4%
—
Net Profit Margin (Margen de Beneficio Neto)
4.7%
8.1%
ROA
4.2%
3.0%
ROE
-15.9%
16.2%
ROIC
-35.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PWP
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PWP
Mediana de Pares
Revenue YoY (Ingresos interanuales)
-14.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
5.9%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
7.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PWP
Mediana de Pares
Payout Ratio (Ratio de Pago)
64.6%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
64.6%
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 1 de junio de 2026 | $0,0700 |
| 17 de febrero de 2026 | $0,0700 |
| 17 de noviembre de 2025 | $0,0700 |
| 29 de agosto de 2025 | $0,0700 |
| 14 de mayo de 2025 | $0,0700 |
| 18 de febrero de 2025 | $0,0700 |
| 4 de diciembre de 2024 | $0,0700 |
| 5 de septiembre de 2024 | $0,0700 |
| 24 de mayo de 2024 | $0,0700 |
| 27 de febrero de 2024 | $0,0700 |
| 22 de noviembre de 2023 | $0,0700 |
| 31 de agosto de 2023 | $0,0700 |
| 25 de mayo de 2023 | $0,0700 |
| 27 de febrero de 2023 | $0,0700 |
| 23 de noviembre de 2022 | $0,0700 |
| 1 de septiembre de 2022 | $0,0700 |
| 18 de mayo de 2022 | $0,0700 |
| 2 de marzo de 2022 | $0,0700 |
| 2 de diciembre de 2021 | $0,0700 |
| 2 de septiembre de 2021 | $0,0700 |
PWP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
8 analistas
- Compra fuerte 2 25,0%
- Compra 4 50,0%
- Mantener 1 12,5%
- Venta 1 12,5%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
4 analistas · 2026-08-18
Mediana
$21.00
Media
$22.25
← Por Debajo de Todos los Objetivos
$16.60
Mín
$17.00
Máx
$30.00
Objetivo mediano
$21.00
+26,5%
Objetivo medio
$22.25
+34,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.20 | $0.05 | 0.15% |
| 31 de marzo de 2026 | $0.05 | $0.16 | -0.11% |
| 31 de diciembre de 2025 | $0.17 | $0.13 | 0.04% |
| 30 de septiembre de 2025 | $0.13 | $0.16 | -0.03% |
| 30 de junio de 2025 | $0.09 | $0.07 | 0.02% |
| 31 de marzo de 2025 | $0.28 | $0.22 | 0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PWP | — | 36.8 | -14.5% | 4.7% | -15.9% | — |
| LAZ | — | 22.4 | 1.5% | 7.4% | 31.4% | — |
| BULL | — | — | — | — | — | — |
| LCLN | — | — | — | — | — | — |
| BGC | — | 28.8 | 30.0% | — | — | — |
| OPY | — | 5.5 | 14.3% | 9.1% | 16.2% | — |
| SECZ | — | — | — | — | — | — |
| BTGO | — | — | — | — | — | — |
| RILY | $143M | 0.5 | 29.6% | 31.8% | -93.2% | — |
| MS | $281.00B | 17.4 | 14.4% | 23.9% | 15.6% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $751M | $878M | $649M | $632M | $802M | $519M | $533M | |
| SG&A Expense | $18M | $23M | $20M | $20M | $17M | $15M | $16M | |
| Operating Expenses | $703M | $957M | $764M | $679M | $735M | $534M | $688M | |
| Operating Income | $48M | $-79M | $-115M | $-48M | $67M | $-15M | $-155M | |
| Interest Expense | · | · | $276.0K | $276.0K | $8M | $16M | $15M | |
| Other Non-op | $4M | $10M | $2M | $26M | $-44M | $185.0K | $108.0K | |
| Pretax Income | $52M | $-68M | $-113M | $-21M | $23M | $-21M | $-162M | |
| Income Tax | $4M | $21M | $-980.0K | $10M | $19M | $3M | $2M | |
| Net Income | $35M | $-65M | $-17M | $18M | $-9M | $-5M | $-1.3K | |
| EPS (Basic) | $0.55 | $-1.22 | $-0.40 | $0.41 | $-0.22 | · | · | |
| EPS (Diluted) | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 | · | · | |
| Shares (Basic) | 64,208,733 | 53,187,995 | 43,273,939 | 43,837,640 | 42,595,712 | · | · | |
| Shares (Diluted) | 100,848,937 | 53,187,995 | 86,779,052 | 89,755,632 | 92,749,911 | · | · | |
| EBITDA | $48M | $-79M | $-115M | $-48M | $67M | $-1M | · |
Balance general 21
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $256M | $332M | $247M | $172M | $503M | $329M | $10.8K | |
| Short-term Investments | $0 | $76M | $91M | $140M | $0 | · | · | |
| Prepaid Expense | · | · | · | · | · | $275.8K | · | |
| Current Assets | · | · | · | · | · | $1M | $10.8K | |
| PP&E (Net) | $77M | $85M | $94M | $48M | $10M | $17M | · | |
| PP&E (Gross) | $120M | $114M | $120M | $120M | $82M | $108M | · | |
| Accum. Depreciation | $43M | $30M | $27M | $72M | $72M | $91M | · | |
| Goodwill | $73M | $34M | $34M | $34M | $34M | $34M | · | |
| Intangibles | $13M | $13M | $19M | $26M | $32M | $39M | · | |
| Total Assets | $798M | $877M | $761M | $717M | $718M | $543M | $65.6K | |
| Accrued Liabilities | · | · | · | · | · | $793.0K | $450 | |
| Current Liabilities | · | · | · | · | · | $793.0K | $42.9K | |
| Total Liabilities | $537M | $647M | $493M | $457M | $447M | $469M | $42.9K | |
| Long-term Debt | · | · | · | · | $0 | $147M | · | |
| Common Stock | · | · | · | · | · | $376 | · | |
| Paid-in Capital | · | · | · | · | · | $10M | $24.2K | |
| Retained Earnings | $-131M | $-304M | $-55M | $-18M | $-18M | $0 | $-2.3K | |
| Treasury Stock | $138M | $111M | $101M | $80M | $12M | $0 | · | |
| AOCI | $-3M | $-6M | $-4M | $-7M | $-2M | $-2M | · | |
| Stockholders' Equity | $-127M | $-421M | $268M | $260M | $126M | $74M | $22.7K | |
| Liabilities + Equity | $798M | $877M | $761M | $717M | $718M | $543M | $65.6K |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $20M | $15M | $11M | $14M | $16M | $16M | |
| Stock-based Comp | $110M | $189M | $184M | $156M | $97M | $25M | $193M | |
| Deferred Tax | $2M | $-2M | $-2M | $-3M | $-4M | $-589.0K | $691.0K | |
| Amort. of Intangibles | $7M | $7M | $7M | $7M | $7M | $7M | $7M | |
| Operating Cash Flow | $35M | $223M | $146M | $-18M | $235M | $86M | $-106M | |
| CapEx | $4M | $16M | $58M | $27M | $1M | $6M | $7M | |
| Investing Cash Flow | $52M | $-98.0K | $-6M | $-166M | $-2M | $-6M | $-7M | |
| Stock Issued | $0 | $66M | $0 | $35M | $0 | $0 | · | |
| Net Stock Activity | $0 | $66M | $0 | $37M | · | · | · | |
| Dividends Paid | $23M | $20M | $13M | $13M | $6M | $0 | $0 | |
| Financing Cash Flow | $-169M | $-137M | $-67M | $-137M | $-55M | $-22M | $-30M | |
| Net Change in Cash | $-76M | $83M | $76M | $-331M | $174M | $64M | $-142M | |
| Taxes Paid | $9M | $10M | $5M | · | · | · | · | |
| Free Cash Flow | $30M | $207M | $88M | $-44M | $233M | · | · | |
| Levered FCF | · | · | $88M | $-45M | $232M | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% | · | · | |
| Net Margin | 4.7% | -7.4% | -2.7% | 2.8% | -1.2% | · | · | |
| Pretax Margin | 6.9% | -7.8% | -17.4% | -3.4% | 2.9% | · | · | |
| EBITDA Margin | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% | · | · | |
| ROA | 4.2% | -7.9% | -2.3% | 2.5% | -1.5% | -4.4% | · | |
| ROE | -15.9% | 16.6% | -8.3% | 13.6% | -9.4% | -203.3% | · | |
| ROIC | -35.1% | 24.4% | -74.7% | -51.5% | 9.2% | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.8 | · | |
| Quick Ratio | · | · | · | · | · | 1.5 | · | |
| Interest Coverage | · | · | -417.0 | -172.9 | 8.8 | · | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.1 | 0.9 | 0.9 | 1.3 | · | · |
Tasas de Crecimiento 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -14.5% | 35.4% | 2.7% | -21.2% | 54.5% | · | · | |
| Revenue CAGR 3Y | 5.9% | 3.1% | 7.7% | · | · | · | · | |
| Revenue CAGR 5Y | 7.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 25.7% | · | · | · | · | · | · |
Valoración (TTM) 6
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $751M | $878M | $649M | $632M | $802M | $519M | · | |
| Net Income TTM | $35M | $-65M | $-17M | $18M | $-9M | $-5M | · | |
| P/E | 36.8 | -19.5 | -9.2 | -21.3 | -19.5 | · | · | |
| Earnings Yield | 2.7% | -5.1% | -10.9% | -4.7% | -5.1% | · | · | |
| Payout Ratio | 64.6% | -31.3% | -76.3% | 71.8% | -63.6% | · | · | |
| Annual Payout | $23M | $20M | $13M | $13M | $6M | $0 | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $157M | $149M | $219M | $165M | $155M | $212M | $226M | $278M | $272M | $102M | $213M | $139M | $166M | $131M | $183M | $145M | |
| SG&A Expense | $4M | $4M | $3M | $4M | $5M | $5M | $5M | $6M | $7M | $5M | $4M | $5M | $6M | $5M | $5M | $4M | |
| Operating Expenses | $151M | $162M | $201M | $156M | $146M | $200M | $204M | $242M | $354M | $156M | $257M | $166M | $187M | $154M | $203M | $154M | |
| Operating Income | $5M | $-13M | $19M | $9M | $9M | $12M | $21M | $36M | $-82M | $-54M | $-44M | $-27M | $-22M | $-23M | $-20M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $69.0K | |
| Other Non-op | $1M | $2M | $3M | $3M | $-3M | $231.0K | $6M | $457.0K | $745.0K | $3M | $22.0K | $3M | $-1M | $556.0K | $9M | $529.0K | |
| Pretax Income | $6M | $-11M | $22M | $12M | $6M | $12M | $28M | $36M | $-81M | $-51M | $-44M | $-24M | $-23M | $-22M | $-23M | $-8M | |
| Income Tax | $-247.0K | $-10M | $8M | $3M | $2M | $-9M | $-5M | $8M | $-642.0K | $19M | $-2M | $-191.0K | $-5M | $5M | $-380.0K | $5M | |
| Net Income | $5M | $1M | $9M | $6M | $3M | $17M | $21M | $16M | $-66M | $-36M | $-10M | $-2M | $359.0K | $-5M | $-1M | $1M | |
| EPS (Basic) | $0.07 | $0.02 | $0.14 | $0.09 | $0.04 | $0.28 | $0.43 | $0.29 | $-1.21 | $-0.73 | $-0.24 | $-0.05 | $0.01 | $-0.12 | $-0.02 | $0.03 | |
| EPS (Diluted) | $0.06 | $0.02 | $0.11 | $0.08 | $0.04 | $0.24 | $0.66 | $0.24 | $-1.21 | $-0.91 | $-0.50 | $-0.27 | $-0.19 | $-0.37 | $-0.27 | $-0.19 | |
| Shares (Basic) | 74,162,048 | 70,398,710 | -125,066,079 | 64,071,958 | 63,064,731 | 62,138,123 | -106,114,989 | 55,513,159 | 54,589,542 | 49,200,283 | -84,910,964 | 43,123,465 | 42,743,611 | 42,317,827 | -88,927,903 | 42,263,427 | |
| Shares (Diluted) | 101,732,555 | 101,175,788 | -174,055,403 | 100,233,456 | 98,831,307 | 75,839,577 | -161,716,561 | 69,795,656 | 54,589,542 | 90,519,358 | -173,001,289 | 86,647,697 | 86,521,626 | 86,611,018 | -181,910,347 | 87,745,776 | |
| EBITDA | $5M | $-13M | · | $9M | $9M | $12M | · | $36M | $-82M | $-54M | · | $-27M | $-22M | $-23M | · | $-9M |
Balance general 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $116M | $78M | $256M | $186M | $145M | $111M | $332M | $260M | $185M | $157M | · | $127M | $130M | $105M | · | $143M | |
| Short-term Investments | · | · | $0 | $0 | $0 | $0 | $76M | $75M | $0 | $0 | · | $70M | $50M | $25M | · | $139M | |
| PP&E (Net) | $73M | $75M | $77M | $79M | $81M | $82M | $85M | $89M | $91M | $93M | · | $82M | $71M | $61M | · | $21M | |
| PP&E (Gross) | $122M | $121M | $120M | $119M | $117M | $115M | $114M | $126M | $124M | $123M | · | $117M | $104M | $92M | · | $94M | |
| Accum. Depreciation | $50M | $46M | $43M | $40M | $37M | $33M | $30M | $37M | $33M | $30M | · | $35M | $33M | $31M | · | $73M | |
| Goodwill | $73M | $73M | $73M | $34M | $34M | $34M | $34M | $34M | $34M | $34M | · | $34M | $34M | $34M | · | $34M | |
| Intangibles | $8M | $10M | $13M | $8M | $9M | $11M | $13M | $14M | $16M | $18M | · | $21M | $22M | $24M | · | $27M | |
| Total Assets | $645M | $596M | $798M | $650M | $607M | $570M | $877M | $811M | $646M | $584M | · | $634M | $582M | $525M | · | $632M | |
| Total Liabilities | $381M | $368M | $537M | $450M | $431M | $409M | $647M | $569M | $422M | $305M | · | $369M | $324M | $275M | · | $357M | |
| Retained Earnings | $-137M | $-136M | $-131M | $-162M | $-179M | $-198M | $-304M | $-246M | $-168M | $-96M | · | $-40M | $-33M | $-28M | · | $-12M | |
| Treasury Stock | $135M | $135M | $138M | $138M | $138M | $121M | $111M | $111M | $114M | $99M | · | $101M | $101M | $94M | · | $65M | |
| AOCI | $-4M | $-4M | $-3M | $-2M | $-721.0K | $-4M | $-6M | $-3M | $-5M | $-5M | · | $-6M | $-5M | $-6M | · | $-8M | |
| Stockholders' Equity | $-46M | $-155M | $-127M | $-302M | $-318M | $-323M | $-421M | $-361M | $-283M | $162M | $268M | $144M | $141M | $133M | · | $140M | |
| Liabilities + Equity | $645M | $596M | $798M | $650M | $607M | $570M | $877M | $811M | $646M | $584M | · | $634M | $582M | $525M | · | $632M |
Flujo de Efectivo 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $2M | |
| Stock-based Comp | $36M | $31M | $28M | $28M | $28M | $26M | $23M | $29M | $90M | $47M | $50M | $43M | $43M | $48M | $40M | $38M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $49M | $-110M | $96M | $59M | $56M | $-177M | $139M | $200M | $90M | $-206M | $158M | $38M | $82M | $-132M | $81M | $47M | |
| CapEx | $2M | $2M | $963.0K | $2M | $787.0K | $1M | $658.0K | $993.0K | $6M | $8M | $12M | $11M | $16M | $18M | $18M | $4M | |
| Investing Cash Flow | $-2M | $-2M | $-20M | $-2M | $-787.0K | $74M | $-658.0K | $-76M | $-6M | $83M | $-32M | $-30M | $-41M | $98M | $-19M | $-28M | |
| Stock Issued | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $66M | $0 | $0 | $0 | $0 | $-1M | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $66M | · | · | · | $0 | · | · | |
| Dividends Paid | $6M | $9M | $5M | $6M | $4M | $8M | $5M | $7M | $4M | $5M | $3M | $4M | $3M | $4M | $3M | $3M | |
| Financing Cash Flow | $-9M | $-64M | $-6M | $-18M | $-24M | $-121M | $-63M | $-51M | $-57M | $34M | $-7M | $-10M | $-17M | $-33M | $-34M | $-25M | |
| Net Change in Cash | $38M | $-178M | $70M | $40M | $34M | $-220M | $71M | $75M | $27M | $-90M | $121M | $-3M | $25M | $-67M | $29M | $-8M | |
| Taxes Paid | $2M | $-166.0K | $391.0K | $-395.0K | $-355.0K | $10M | $11M | $-2M | $344.0K | $695.0K | $133.0K | · | · | · | · | · | |
| Free Cash Flow | · | $-112M | · | · | · | $-178M | · | · | · | $-215M | · | · | · | $-151M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.2% | -8.7% | · | 5.4% | 5.8% | 5.5% | · | 12.9% | -30.2% | -52.4% | · | -19.2% | -13.1% | -17.3% | · | -6.1% | |
| Net Margin | 3.4% | 1.0% | · | 3.6% | 1.8% | 8.2% | · | 5.9% | -24.3% | -35.1% | · | -1.5% | 0.22% | -3.9% | · | 0.78% | |
| Pretax Margin | 3.9% | -7.1% | · | 7.0% | 4.0% | 5.6% | · | 13.1% | -30.0% | -49.9% | · | -17.2% | -13.8% | -16.8% | · | -5.7% | |
| EBITDA Margin | 3.2% | -8.7% | · | 5.4% | 5.8% | 5.5% | · | 12.9% | -30.2% | -52.4% | · | -19.2% | -13.1% | -17.3% | · | -6.1% | |
| ROA | 0.85% | 0.26% | · | 0.82% | 0.44% | 3.0% | · | 2.3% | -10.8% | -6.5% | · | -0.32% | 0.06% | -1.0% | · | 0.18% | |
| ROE | -2.9% | -0.62% | · | -1.8% | -0.91% | -21.5% | · | -15.1% | 92.9% | -24.3% | · | -1.4% | 0.26% | -3.6% | · | 0.86% | |
| ROIC | -11.5% | 0.58% | · | -2.2% | -1.9% | -6.5% | · | -7.9% | 28.8% | -45.5% | · | -18.4% | -12.4% | -21.1% | · | -9.8% |
Liquidez y Solvencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | -127.8 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.4 | · | 0.4 | 0.4 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.2 |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $625M | $681M | · | $810M | $917M | $864M | · | $791M | $679M | $538M | · | $581M | $593M | $580M | · | $626M | |
| Net Income TTM | $16M | $28M | · | $42M | $-30M | $-68M | · | $-88M | $-104M | $-43M | · | $-6M | $6M | $14M | · | $23M | |
| P/E | 79.8 | 47.8 | · | 35.5 | -28.1 | -11.2 | · | -9.0 | -6.3 | -8.1 | · | -10.0 | -11.1 | -16.2 | · | -22.6 | |
| Earnings Yield | 1.2% | 2.1% | · | 2.8% | -3.5% | -8.9% | · | -11.1% | -15.9% | -12.3% | · | -10.0% | -9.0% | -6.2% | · | -4.4% | |
| Payout Ratio | · | 580.6% | · | · | · | 48.1% | · | · | · | -13.3% | · | · | · | -68.9% | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $751M | $878M | $649M | $632M | $802M |
| Margen Operativo % | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% |
| Beneficio neto | $35M | $-65M | $-17M | $18M | $-9M |
| EPS Diluido | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $30M | $207M | $88M | $-44M | $233M |
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Propietarios institucionales (13F) 171 declarantes · $931.2M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 33 (+10 vs trimestre anterior) | 24 (-7 vs trimestre anterior) | 65 (-5 vs trimestre anterior) | 41 (+3 vs trimestre anterior) | +8.8M |
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 |
|---|---|---|---|---|
| FMR LLC | $120 887 025 | 7 574 375 | 12,98% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $70 073 034 | 4 390 541 | 7,52% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $58 335 125 | 3 655 083 | 6,26% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $52 853 423 | 3 311 618 | 5,68% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $48 397 982 | 3 032 455 | 5,20% | Acciones |
| Capital World Investors | $42 702 384 | 2 675 588 | 4,59% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $40 686 000 | 2 549 221 | 4,37% | Acciones |
| Boston Partners | $39 402 290 | 2 469 134 | 4,23% | Acciones |
| AMERIPRISE FINANCIAL INC | $34 162 393 | 2 140 498 | 3,67% | Acciones |
| STATE STREET CORP | $32 540 812 | 2 038 898 | 3,49% | Acciones |
| Nuveen, LLC | $32 452 841 | 2 033 386 | 3,48% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $29 693 915 | 1 860 521 | 3,19% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $25 922 152 | 1 624 195 | 2,78% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $24 952 168 | 1 563 043 | 2,68% | Acciones |
| ROYCE & ASSOCIATES LP | $22 235 280 | 1 393 188 | 2,39% | Acciones |
| WASATCH ADVISORS LP | $20 346 537 | 1 120 404 | 2,18% | Acciones |
| Aristotle Capital Boston, LLC | $18 389 434 | 1 152 220 | 1,97% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $17 395 688 | 1 128 125 | 1,87% | Acciones |
| Walleye Capital LLC | $15 331 128 | 960 597 | 1,65% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $14 832 953 | 929 383 | 1,59% | Acciones |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $12 588 243 | 788 737 | 1,35% | Acciones |
| Point72 Asset Management, L.P. | $11 557 578 | 724 159 | 1,24% | Acciones |
| BANK OF AMERICA CORP /DE/ | $10 880 587 | 681 741 | 1,17% | Acciones |
| Balyasny Asset Management L.P. | $10 453 624 | 654 989 | 1,12% | Acciones |
| Rockefeller Capital Management L.P. | $9 993 651 | 626 168 | 1,07% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9 492 976 | 594 798 | 1,02% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9 457 226 | 592 558 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 123 177 | 508 971 | 0,87% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $7 045 702 | 441 460 | 0,76% | Acciones |
| LOOMIS SAYLES & CO L P | $6 627 246 | 415 241 | 0,71% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $6 464 470 | 405 042 | 0,69% | Acciones |
| Ranger Investment Management, L.P. | $5 138 881 | 321 985 | 0,55% | Acciones |
| Ceredex Value Advisors LLC | $3 736 236 | 234 100 | 0,40% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 281 376 | 205 600 | 0,35% | Acciones |
| FIRST TRUST ADVISORS LP | $2 472 890 | 154 943 | 0,27% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 362 269 | 148 012 | 0,25% | Acciones |
| Bank of New York Mellon Corp | $2 204 730 | 138 141 | 0,24% | Acciones |
| Swiss National Bank | $2 146 620 | 134 500 | 0,23% | Acciones |
| WESBANCO BANK INC | $1 979 040 | 124 000 | 0,21% | Acciones |
| Freestone Grove Partners LP | $1 884 254 | 118 061 | 0,20% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 568 370 | 86 364 | 0,17% | Acciones |
| Voleon Capital Management LP | $1 499 522 | 93 955 | 0,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 492 570 | 82 190 | 0,16% | Acciones |
| Grandeur Peak Global Advisors, LLC | $1 421 972 | 89 096 | 0,15% | Acciones |
| RHUMBLINE ADVISERS | $1 415 337 | 88 681 | 0,15% | Acciones |
| BARCLAYS PLC | $1 322 414 | 82 858 | 0,14% | Acciones |
| Atom Investors LP | $1 225 521 | 76 787 | 0,13% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1 217 173 | 76 264 | 0,13% | Acciones |
| CITIGROUP INC | $1 209 688 | 75 795 | 0,13% | Acciones |
| Cinctive Capital Management LP | $1 202 171 | 75 324 | 0,13% | Acciones |
| Private Advisor Group, LLC | $1 154 143 | 72 315 | 0,12% | Acciones |
| UBS Group AG | $1 146 790 | 71 854 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $1 071 475 | 67 135 | 0,12% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 022 876 | 64 090 | 0,11% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $934 618 | 58 560 | 0,10% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $910 167 | 57 028 | 0,10% | Acciones |
| BlackRock, Inc. | $905 682 | 56 747 | 0,10% | Acciones |
| Riverwater Partners LLC | $741 294 | 46 447 | 0,08% | Acciones |
| ALGERT GLOBAL LLC | $730 808 | 45 790 | 0,08% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $709 039 | 44 426 | 0,08% | Acciones |
| FIFTH THIRD BANCORP | $697 612 | 43 710 | 0,07% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $676 784 | 42 405 | 0,07% | Acciones |
| Quantinno Capital Management LP | $671 027 | 42 044 | 0,07% | Acciones |
| JANUS HENDERSON GROUP PLC | $662 549 | 36 494 | 0,07% | Acciones |
| MetLife Investment Management, LLC | $641 385 | 40 187 | 0,07% | Acciones |
| Jain Global LLC | $568 655 | 35 630 | 0,06% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $544 443 | 34 113 | 0,06% | Acciones |
| Penn Capital Management Company, LLC | $516 498 | 32 362 | 0,06% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $516 322 | 32 351 | 0,06% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $469 368 | 29 409 | 0,05% | Acciones |
| VANGUARD GROUP INC | $456 218 | 26 371 | 0,05% | Acciones |
| Invesco Ltd. | $446 289 | 27 963 | 0,05% | Acciones |
| EMERALD ADVISERS, LLC | $439 969 | 27 567 | 0,05% | Acciones |
| XTX Topco Ltd | $432 644 | 27 108 | 0,05% | Acciones |
| Vanguard Global Advisers, LLC | $420 881 | 26 371 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $393 494 | 24 655 | 0,04% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $370 671 | 23 225 | 0,04% | Acciones |
| ALLSTATE CORP | $355 876 | 22 298 | 0,04% | Acciones |
| Kings Path Partners LLC | $352 078 | 22 060 | 0,04% | Acciones |
| IFP Advisors, Inc | $340 810 | 21 354 | 0,04% | Acciones |
| CITADEL ADVISORS LLC | $333 564 | 20 900 | 0,04% | Opción de compra |
| Police & Firemen's Retirement System of New Jersey | $330 707 | 20 721 | 0,04% | Acciones |
| Wescott Financial Advisory Group, LLC | $327 382 | 20 513 | 0,04% | Acciones |
| Bleakley Financial Group, LLC | $323 480 | 20 268 | 0,03% | Acciones |
| ARIZONA STATE RETIREMENT SYSTEM | $295 180 | 18 495 | 0,03% | Acciones |
| PDT Partners, LLC | $290 472 | 18 200 | 0,03% | Acciones |
| US BANCORP \DE\ | $286 243 | 17 935 | 0,03% | Acciones |
| Vanguard Investments Australia, Ltd. | $284 822 | 17 846 | 0,03% | Acciones |
| Engineers Gate Manager LP | $272 916 | 17 100 | 0,03% | Acciones |
| ExodusPoint Capital Management, LP | $272 325 | 17 063 | 0,03% | Acciones |
| LPL Financial LLC | $263 171 | 16 489 | 0,03% | Acciones |
| Pathstone Holdings, LLC | $238 330 | 14 933 | 0,03% | Acciones |
| COMMERCE BANK | $237 628 | 14 889 | 0,03% | Acciones |
| FRANKLIN RESOURCES INC | $234 883 | 14 717 | 0,03% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $229 808 | 14 399 | 0,02% | Acciones |
| CWM, LLC | $229 579 | 12 642 | 0,02% | Acciones |
| KLP KAPITALFORVALTNING AS | $226 632 | 14 200 | 0,02% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $220 056 | 13 788 | 0,02% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $218 812 | 13 710 | 0,02% | Acciones |
| Nebula Research & Development LLC | $214 183 | 11 029 | 0,02% | Acciones |
Informantes de la empresa 21 insiders · 5 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Peter A Weinberg | Chairman and CEO | 4 de marzo de 2022 A | 356 996 | 0 | 0 | $0 |
| Gary Barancik | Chief Financial Officer | 4 de marzo de 2022 A | 61 221 | 0 | 0 | $0 |
| Dietrich Becker | Co-President | 4 de marzo de 2022 A | 281 130 | 0 | 0 | $0 |
| Vladimir Shendelman | General Counsel | 4 de marzo de 2022 A | 51 831 | 0 | 0 | $0 |
| Alexandra Gottschalk | CAO and Managing Director | 4 de marzo de 2022 A | 37 229 | 0 | 0 | $0 |
| Robert K Steel | Consejero | 12 de junio de 2026 S | 287 922 | 0 | 1 | $-1 576 000 |
| PWP Professional Partners LP | Consejero | 21 de enero de 2022 J | — | 0 | 0 | $0 |
| Daniel G Cohen | Consejero | 7 de enero de 2022 J | 781 132 | 0 | 0 | $0 |
| Jane Cecile Sherburne | Consejero | 31 de agosto de 2021 A | 9 070 | 0 | 0 | $0 |
| Jorma J Ollila | Consejero | 31 de agosto de 2021 A | 9 070 | 0 | 0 | $0 |
| Ivan G Seidenberg | Consejero | 31 de agosto de 2021 A | 9 070 | 0 | 0 | $0 |
| Andrew Bednar | — | 7 de agosto de 2026 S | 1 061 260 | 0 | 3 | $-4 080 380 |
| FinTech Masala Advisors IV, LLC | — | 24 de junio de 2021 M | 4 506 446 | 0 | 0 | $0 |
| Laura Kohn | — | 24 de junio de 2021 M | 20 456 | 0 | 0 | $0 |
| Jan Rock Zubrow | — | 24 de junio de 2021 M | 20 456 | 0 | 0 | $0 |
| FinTech Investor Holdings IV, LLC | — | 24 de junio de 2021 A | 2 950 221 | 0 | 0 | $0 |
| Madelyn Antoncic | — | 24 de junio de 2021 M | 20 456 | 0 | 0 | $0 |
| Brittain Ezzes | — | 24 de junio de 2021 M | 20 456 | 0 | 0 | $0 |
| James J Mcentee III | — | 24 de junio de 2021 M | 204 562 | 0 | 0 | $0 |
| Joseph R Perella | — | 24 de junio de 2021 A | — | 0 | 0 | $0 |
| COHEN BETSY Z | — | 24 de junio de 2021 M | 914 736 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 35 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 |
|---|---|---|---|---|
| GSC · Goldman Sachs ETF Trust | 0,98% | 144 718 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,28% | 128 606 NS | 30 de abril de 2026 | N-PORT |
| IAI · iShares Trust | 0,11% | 86 076 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 15 573 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,08% | 646 466 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,07% | 75 321 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,06% | 11 991 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 28 294 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,04% | 1 807 745 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 231 723 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,04% | 15 255 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 404 207 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,03% | 3 075 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 320 154 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 37 391 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,02% | 3 267 SH | 8 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 18 404 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 2 406 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 2 435 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 817 069 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,01% | 109 164 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 3 194 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 812 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 6 900 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 61 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 3 945 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 15 840 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 19 918 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 2 002 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 101 250 SH | 8 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,00% | 35 319 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 40 489 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 16 281 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 148 879 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6 106 SH | 8 de agosto de 2026 | Diario |