RUN Sunrun Inc. - Common Stock

NASDAQ · Electrical Equipment · Ver en SEC EDGAR ↗
$9,43
Precio · Ago 21, 2026
Fundamentales a fecha de Ago 5, 2026

Acerca de Sunrun Inc. - Common Stock Descripción general de la empresa de Wikipedia

Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products headquartered in San Francisco, California.

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Sunrun Inc. is an American provider of photovoltaic systems and battery energy storage products headquartered in San Francisco, California.

History

Early history (2007–2014)

Sunrun was founded in January 2007 by Lynn Jurich, Ed Fenster, and Nat Kreamer, with Jurich and Fenster having met as classmates at Stanford Graduate School of Business. Sunrun introduced a "solar-as-a-service" model under which the company would own and maintain the rooftop equipment while customers paid for the electricity generated through long-term contracts, removing the upfront installation cost associated with residential solar power.

In June 2008, Sunrun raised $12 million in venture capital funding from a group of investors including Foundation Capital. In 2009, Sunrun closed a Series B round of funding for $18 million led by Accel Partners and joined by Foundation Capital. The company also received an additional commitment of $90 million in tax equity from U.S. Bancorp in 2009, following the $105 million in project financing from the bank in 2008. In June 2010, Sunrun struck a deal with PG&E for $100 million. Following the deal, the company announced $55 million in fresh capital from Sequoia Capital. In May 2014, the company raised $150 million.

In 2014, Sunrun acquired the residential division of REC Solar, wholesale distributor AEE Solar, and racking hardware manufacturer SnapNrack from Mainstream Energy Corporation.

Listing, federal investigations, and shareholder litigation (2015–2019)

In 2015, Sunrun went public on the Nasdaq stock exchange at $14 per share, with an initial market capitalization of $1.36 billion. Also, in 2015, launched its BrightBox battery energy storage product in Hawaii and expanded it to California the following year.

In May 2017, the Wall Street Journal reported that the Securities and Exchange Commission (SEC) had issued a subpoena to Sunrun and was investigating whether the company had adequately disclosed customer cancellations of residential solar contracts, a metric viewed as a gauge of company performance. On May 22, 2017, the Wall Street Journal published a follow-up article in which former Sunrun sales managers alleged that, in the period leading up to the August 2015 IPO, they had been instructed by superiors to delay processing of customer cancellations and that one manager had altered cancellation dates within Sunrun's sales system to make it appear cancellations had not yet occurred. By 2017, cancellations of contracts with Sunrun reached 40%.

In 2017, multiple securities class actions were filed against Sunrun and its officers in federal court in California and consolidated as In re Sunrun Inc. Securities Litigation. A related shareholder action filed in the Superior Court of California for the County of San Mateo under the case caption In re Sunrun Inc. Shareholder Litigation was subsequently settled.

In December 2018, documents released under the Freedom of Information Act indicated that on June 5, 2017, the Federal Bureau of Investigation had opened a separate corporate fraud investigation into Sunrun at the request of the United States Department of Justice, following a referral by the United States Attorney's Office for the Northern District of California.

Vivint Solar acquisition, impairment charge, and Muddy Waters Research (2020–2023)

In 2020, Sunrun acquired Vivint Solar for $3.2 billion. In 2023, the company recorded a non-cash goodwill impairment charge of US$1.2 billion related to its acquisition of Vivint Solar, writing down goodwill from US$4.3 billion to US$3.1 billion.

In October 2023, the short-seller Muddy Waters Research published a report alleging that Sunrun had "greatly exaggerated" its non-GAAP subscriber numbers for years and had claimed and sold tax credits based on inflated counts, with potential excess investment tax credits estimated at US$200 million for the 2022 tax year alone. Sunrun rejected the allegations, stating that the data the short-seller used from the U.S. Energy Information Administration was not comparable to its reported subscriber counts because EIA data excludes solar systems not yet operational or in active billing. Following publication, Glancy Prongay & Murray announced a securities investigation on behalf of Sunrun investors.

State attorney general investigations and lawsuits (2024–2026)

In July 2024, Connecticut Attorney General William Tong filed a consumer protection lawsuit in Hartford Superior Court against Sunrun Inc., Sunrun Installation Services, Bright Planet Solar, Elevate Solar Solutions and two named salespersons alleging deceptive, unfair and unlawful sales practices in violation of the Connecticut Unfair Trade Practices Act and Home Improvement Act, including forged customer signatures, voice impersonation of consumers on confirmation calls, unpermitted installations, non-functional systems and undisclosed price-escalation clauses in long-term solar contracts. The complaint sought restitution for affected consumers, disgorgement of profits, civil penalties, and injunctive relief. In March 2026, Tong announced that the suit against Sunrun remained pending alongside related actions against other solar industry companies.

From 2023 to 2025, Sunrun had been the focus of at least 170 consumer complaints filed with the Massachusetts Attorney General's Consumer Advocacy & Response Division, more than any other solar company in the state during that period.

In April 2026, Texas Attorney General Ken Paxton issued civil investigative demands to Sunrun and three other residential solar installers, Freedom Forever, Lone Star Solar Services and CAM Solar, as part of a broader initiative examining alleged violations of the Texas Deceptive Trade Practices–Consumer Protection Act, including misrepresentations of energy bill savings, system efficacy, equipment installation, and contract terms.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

RUN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$9.43
Capitalización Bursátil
$2.22B
P/E (TTM)
5.6
BPA (TTM)
$1.71
Ingresos (TTM)
$2.96B
Rendimiento div.
ROE
15.8%
Deuda/Capital
Rango 52S
$9 – $22

RUN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $2.96B
10-point trend, +519.8%
2016-12-31 2025-12-31
BPA $1.71
10-point trend, +137.5%
2016-12-31 2025-12-31
Flujo de caja libre
9-point trend, -370.6%
2016-12-31 2024-12-31
Márgenes 15.2%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
RUN
Mediana de Pares
P/E (TTM)
5-point trend, +112.2%
5.6
37.5
P/S (TTM) (P/V (TTM))
5-point trend, -67.2%
0.8
2.2
P/B (P/C)
5-point trend, +20.2%
0.7
2.9

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
RUN
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +89.7%
-4.3%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +408.7%
15.2%
6.3%
ROA
5-point trend, +515.7%
2.1%
3.0%
ROE
5-point trend, +1326.4%
15.8%
11.4%
ROIC
5-point trend, +67.9%
-3.5%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
RUN
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, +8.2%
1.7
2.3
Quick Ratio (Ratio Rápido)
5-point trend, +10.5%
0.8

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
RUN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +83.7%
45.1%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +83.7%
8.4%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +83.7%
26.2%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
RUN
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +538.5%
$1.71

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
RUN
Mediana de Pares

RUN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 28 analistas
  • Compra fuerte 3 10,7%
  • Compra 13 46,4%
  • Mantener 11 39,3%
  • Venta 1 3,6%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

19 analistas · 2026-08-17
Objetivo mediano $15.00 +59,1%
Objetivo medio $16.39 +73,9%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.51%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.42 $0.23 0.19%
31 de marzo de 2026 $0.62 $-0.02 0.64%
31 de diciembre de 2025 $0.38 $-0.05 0.43%
30 de septiembre de 2025 $0.06 $0.02 0.04%
30 de junio de 2025 $1.07 $-0.22 1.3%
31 de marzo de 2025 $0.20 $-0.29 0.49%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
RUN $4.30B 10.8 45.1% 15.2% 15.8%
ENS $6.33B 22.6 3.7% 7.8% 15.4% 29.3%
ST 158.5 -5.8% 0.84% 1.1%
PLUG -1.4 12.9% -229.8% -120.3% -34.1%
ATKR $2.11B -139.4 -11.0% -0.53% -1.1% 23.7%
FLNC -29.2 -16.2% -2.1% -10.7% 13.1%
PLPC $1.01B 29.0 12.7% 5.3% 7.9% 31.2%
ALNT $910M 40.7 4.6% 4.0% 7.5% 32.8%
FCEL $412M -1.2 41.0% -118.8% -28.5%
AMPX $1.06B -22.5 202.1% -60.3% -48.8% 11.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 15
Datos anuales de Estado de resultados para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +1389.2% $2.96B $2.04B $2.26B $2.32B $1.61B $922M $859M $760M $533M $477M $305M $199M
Cost of Revenue 4-point trend, +152.1% · · · · · · · · $254M $239M $169M $101M
R&D Expense 12-point trend, +330.8% $36M $39M $22M $21M $23M $20M $24M $19M $15M $10M $10M $8M
SG&A Expense 12-point trend, +308.3% $278M $245M $221M $195M $265M $267M $125M $117M $107M $92M $84M $68M
Operating Expenses 12-point trend, +831.0% $3.08B $5.73B $4.24B $2.98B $2.28B $1.39B $1.07B $882M $714M $669M $524M $331M
Operating Income 12-point trend, +4.9% $-126M $-3.70B $-1.98B $-662M $-666M $-465M $-216M $-122M $-181M $-192M $-219M $-133M
Other Non-op 12-point trend, -1655.3% $-53M $162M $-64M $261M $23M $8M $-9M $-3M $-2M $840.0K $-2M $-3M
Pretax Income 12-point trend, -602.1% $-1.18B $-4.38B $-2.70B $-847M $-971M $-688M $-399M $-251M $-275M $-265M $-254M $-168M
Income Tax 12-point trend, -1565.0% $-167M $-27M $-13M $2M $9M $-61M $-8M $9M $12M $56M $-5M $-10M
Net Income 12-point trend, +735.1% $450M $-2.85B $-1.60B $173M $-79M $-173M $26M $27M $125M $75M $-28M $-71M
EPS (Basic) 12-point trend, +163.0% $1.96 $-12.81 $-7.41 $0.82 $-0.39 $-1.24 $0.23 $0.24 $1.19 $0.73 $-0.96 $-3.11
EPS (Diluted) 12-point trend, +155.0% $1.71 $-12.81 $-7.41 $0.80 $-0.39 $-1.24 $0.21 $0.23 $1.16 $0.72 $-0.96 $-3.11
Shares (Basic) 12-point trend, +908.2% 229,809,000 222,215,000 216,642,000 211,347,000 205,132,000 139,606,000 116,397,000 110,089,000 105,432,000 102,367,000 55,091,000 22,795,000
Shares (Diluted) 12-point trend, +1060.2% 264,465,000 222,215,000 216,642,000 219,157,000 205,132,000 139,606,000 123,876,000 117,112,000 108,206,000 104,964,000 55,091,000 22,795,000
EBITDA 11-point trend, +57.8% $-88M $-3.65B $-1.95B $-635M $-643M $-445M $-193M $-101M $-163M $-196M $-208M ·
Balance general 28
Datos anuales de Balance general para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +441.1% $823M $575M $679M $741M $618M $520M $270M $227M $203M $206M $204M $152M
Receivables 12-point trend, +508.1% $263M $171M $172M $214M $146M $95M $78M $66M $66M $60M $60M $43M
Inventory 12-point trend, +1996.2% $501M $402M $460M $784M $507M $283M $261M $79M $94M $67M $71M $24M
Prepaid Expense 12-point trend, +1523.6% $155M $203M $263M $147M $45M $51M $32M $9M $9M $10M $6M $10M
Other Current Assets 4-point trend, -100.0% · · · · · · · · $0 $10.0K $19.0K $1M
Current Assets 12-point trend, +811.5% $2.16B $1.72B $1.88B $2.10B $1.55B $1.14B $734M $461M $417M $369M $360M $237M
PP&E (Net) 7-point trend, +180.2% · · · · · $62M $57M $35M $36M $48M $45M $22M
PP&E (Gross) 7-point trend, +381.0% · · · · · $158M $144M $110M $92M $86M $66M $33M
Accum. Depreciation 7-point trend, +801.7% · · · · · $96M $87M $75M $55M $38M $22M $11M
Goodwill 12-point trend, -100.0% $0 $0 $3.12B $4.28B $4.28B $4.28B $95M $88M $88M $88M $88M $52M
Intangibles 9-point trend, -42.6% · · · $8M $13M $18M $20M $10M $14M $18M $23M $13M
Other Non-current Assets 12-point trend, +38132.0% $3.56B $3.02B $2.27B $1.84B $1.13B $682M $408M $336M $246M $35M $30M $9M
Total Assets 12-point trend, +1070.0% $22.61B $19.90B $20.45B $19.27B $16.48B $14.38B $5.81B $4.75B $3.96B $3.57B $2.73B $1.93B
Accounts Payable 12-point trend, +429.7% $271M $354M $231M $339M $288M $207M $223M $131M $115M $66M $104M $51M
Current Liabilities 12-point trend, +763.3% $1.30B $1.33B $1.49B $1.16B $1.01B $901M $530M $372M $311M $245M $252M $151M
Capital Leases 7-point trend, +1385.0% · · · · · $86M $36M $14M $6M $13M $15M $6M
Deferred Tax 11-point trend, -14.2% $163M $138M $123M $133M $102M $82M $66M $94M $83M $415M $190M ·
Other Non-current Liabilities 12-point trend, +6343.9% $156M $120M $191M $140M $190M $269M $141M $48M $43M $5M $7M $2M
Total Liabilities 12-point trend, +1177.3% $17.63B $15.73B $13.54B $11.09B $8.91B $7.09B $4.17B $3.34B $2.60B $2.51B $1.93B $1.38B
Long-term Debt 12-point trend, +6042.3% $14.70B $12.90B $10.67B $8.40B $6.50B $4.80B $2.25B $1.75B $1.29B $898M $535M $239M
Total Debt 5-point trend, +318.9% · · · · · · $2.25B $1.75B $1.29B $898M $538M ·
Common Stock 12-point trend, +1050.0% $23.0K $23.0K $22.0K $21.0K $21.0K $20.0K $12.0K $11.0K $11.0K $10.0K $10.0K $2.0K
Paid-in Capital 12-point trend, +1697.3% $6.90B $6.75B $6.61B $6.47B $6.33B $6.11B $766M $722M $683M $668M $642M $384M
Retained Earnings 12-point trend, -6391.1% $-3.83B $-4.28B $-1.43B $171M $-3M $77M $251M $229M $203M $4M $-87M $-59M
AOCI 11-point trend, +6951.6% $63M $87M $55M $67M $-73M $-107M $-53M $-3M $-4M $437.0K $-921.0K ·
Stockholders' Equity 12-point trend, +864.2% $3.13B $2.55B $5.23B $6.71B $6.25B $6.08B $965M $949M $882M $673M $554M $325M
Liabilities + Equity 12-point trend, +1070.0% $22.61B $19.90B $20.45B $19.27B $16.48B $14.38B $5.81B $4.75B $3.96B $3.57B $2.73B $1.93B
Shares Outstanding 12-point trend, +863.4% 233,612,000 225,662,000 219,392,000 214,184,000 208,176,000 201,406,000 118,451,000 113,149,000 104,321,000 104,321,000 101,282,000 24,249,000
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +498.4% $38M $44M $32M $27M $23M $20M $23M $20M $20M $19M $11M $6M
Stock-based Comp 12-point trend, +1071.1% $108M $113M $112M $111M $211M $171M $26M $28M $22M $19M $16M $9M
Deferred Tax 12-point trend, -1565.0% $-167M $-27M $-13M $2M $9M $-59M $-9M $10M $12M $56M $-5M $-10M
Amort. of Intangibles 9-point trend, +136.4% · · · $5M $5M $5M $5M $4M $4M $4M $4M $2M
Other Non-cash 11-point trend, -761.2% $-850M $1.95B $653M $-1.16B $-981M $-276M $-271M $-148M $-259M $-316M $-99M ·
Operating Cash Flow 12-point trend, -5215.8% $-421M $-766M $-821M $-849M $-817M $-318M $-204M $-62M $-96M $-200M $-105M $-8M
CapEx 11-point trend, -89.7% · $2M $21M $18M $9M $3M $25M $5M $8M $13M $13M $15M
Investing Cash Flow 10-point trend, -259.3% $-2.50B $-2.70B $-2.61B $-2.09B $-1.69B $-498M $-843M $-811M $-777M $-696M · ·
Stock Issued 5-point trend, +0.00 · · · $0 $0 $75M $0 $0 · · · ·
Stock Repurchased 5-point trend, +0.00 · · · · $0 $0 $5M $0 $0 · · ·
Net Stock Activity 4-point trend, +100.0% · · · $0 $0 $75M $-5M · · · · ·
Financing Cash Flow 10-point trend, +257.2% $3.21B $3.43B $3.47B $3.04B $2.65B $1.16B $1.11B $936M $891M $899M · ·
Net Change in Cash 10-point trend, +8943.5% $290M $-40M $35M $103M $142M $345M $59M $63M $17M $3M · ·
Free Cash Flow 10-point trend, -549.0% · $-768M $-842M $-867M $-826M $-321M $-230M $-67M $-69M $-163M $-118M ·
Rentabilidad 7
Datos anuales de Rentabilidad para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +94.1% -4.3% -181.3% -87.6% -28.5% -41.4% -50.4% -25.1% -16.0% -34.4% -47.3% -72.0% ·
Net Margin 11-point trend, +264.2% 15.2% -139.7% -71.0% 7.5% -4.9% -18.8% 3.1% 3.5% 23.5% 20.2% -9.3% ·
Pretax Margin 11-point trend, +52.3% -39.8% -215.1% -119.3% -36.5% -60.3% -74.6% -46.5% -33.0% -48.1% -58.9% -83.5% ·
EBITDA Margin 11-point trend, +95.7% -3.0% -179.2% -86.2% -27.4% -40.0% -48.3% -22.5% -13.4% -30.7% -43.2% -68.3% ·
ROA 11-point trend, +275.2% 2.1% -14.1% -8.1% 0.97% -0.51% -1.7% 0.50% 0.61% 3.3% 2.9% -1.2% ·
ROE 11-point trend, +346.0% 15.8% -73.1% -26.9% 2.7% -1.3% -4.9% 2.8% 2.9% 16.8% 14.9% -6.4% ·
ROIC 11-point trend, +82.4% -3.5% -143.8% -37.6% -9.9% -10.8% -7.0% -6.6% -4.7% -9.7% -15.5% -19.7% ·
Liquidez y Solvencia 4
Datos anuales de Liquidez y Solvencia para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 11-point trend, +16.2% 1.7 1.3 1.3 1.8 1.5 1.3 1.4 1.2 1.3 1.5 1.4 ·
Quick Ratio 11-point trend, -20.1% 0.8 0.6 0.6 0.8 0.8 0.7 0.7 0.8 0.8 1.1 1.0 ·
Debt / Equity 5-point trend, +140.6% · · · · · · 2.3 1.8 1.6 1.3 1.0 ·
LT Debt / Equity 5-point trend, +139.2% · · · · · · 2.3 1.8 1.6 1.3 1.0 ·
Eficiencia 3
Datos anuales de Eficiencia para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +6.7% 0.1 0.1 0.1 0.1 0.1 0.1 0.2 0.2 0.1 0.1 0.1 ·
Inventory Turnover 3-point trend, -11.4% · · · · · · · · 3.1 3.5 3.5 ·
Receivables Turnover 11-point trend, +131.8% 13.6 11.9 11.7 12.9 13.4 10.7 11.9 11.4 7.8 7.5 5.9 ·
Por Acción 5
Datos anuales de Por Acción para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +145.1% $13.41 $11.32 $23.84 $31.32 $30.05 $30.18 $8.14 $8.84 $7.56 $6.45 $5.47 ·
Revenue / Share 10-point trend, +158.6% $11.18 $9.17 $10.43 $10.59 $7.85 $6.61 $6.93 $6.49 $4.90 $4.32 · ·
Cash Flow / Share 10-point trend, -11.1% $-1.59 $-3.45 $-3.79 $-3.87 $-3.98 $-2.28 $-1.65 $-0.53 $-0.56 $-1.43 · ·
Cash / Share 11-point trend, +75.1% $3.52 $2.55 $3.09 $3.46 $2.97 $2.58 $2.28 $2.11 $1.89 $1.98 $2.01 ·
EPS (TTM) 11-point trend, +278.1% $1.71 $-12.81 $-7.41 $0.80 $-0.39 $-1.24 $0.21 $0.23 $1.16 $0.72 $-0.96 ·
Tasas de Crecimiento 5
Datos anuales de Tasas de Crecimiento para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -39.5% 45.1% -9.8% -2.6% 44.2% 74.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -75.9% 8.4% 8.2% 34.8% · · · · · · · · ·
Revenue CAGR 5Y 26.2% · · · · · · · · · · ·
EPS CAGR 3Y 28.8% · · · · · · · · · · ·
Net Income CAGR 3Y 37.4% · · · · · · · · · · ·
Valoración (TTM) 14
Datos anuales de Valoración (TTM) para RUN
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 11-point trend, +870.8% $2.96B $2.04B $2.26B $2.32B $1.61B $922M $859M $760M $533M $477M $305M ·
Net Income TTM 11-point trend, +1693.0% $450M $-2.85B $-1.60B $173M $-79M $-173M $26M $27M $125M $75M $-28M ·
Market Cap 11-point trend, +260.6% $4.30B $2.09B $4.31B $5.14B $7.14B $13.97B $1.64B $1.17B $633M $554M $1.19B ·
Enterprise Value 5-point trend, +137.2% · · · · · · $3.62B $2.69B $1.73B $1.25B $1.53B ·
P/E 11-point trend, +187.8% 10.8 -0.7 -2.6 30.0 -87.9 -56.0 65.8 47.3 5.1 7.4 -12.3 ·
P/S 11-point trend, -62.9% 1.5 1.0 1.9 2.2 4.4 15.2 1.9 1.5 1.2 1.2 3.9 ·
P/B 11-point trend, -36.2% 1.4 0.8 0.8 0.8 1.1 2.3 1.7 1.2 0.8 0.8 2.2 ·
P / Tangible Book 6-point trend, -82.5% 1.4 0.8 2.0 2.1 3.6 7.9 · · · · · ·
P / Cash Flow 11-point trend, +9.9% -10.2 -2.7 -5.2 -6.1 -8.7 -43.9 -8.0 -18.7 -10.4 -3.7 -11.3 ·
P / FCF 10-point trend, +73.0% · -2.7 -5.1 -5.9 -8.6 -43.5 -7.1 -17.3 -9.2 -3.4 -10.1 ·
EV / EBITDA 5-point trend, -155.5% · · · · · · -18.7 -26.5 -10.6 -6.4 -7.3 ·
EV / FCF 5-point trend, -22.1% · · · · · · -15.8 -39.9 -25.0 -7.6 -12.9 ·
EV / Revenue 5-point trend, -15.8% · · · · · · 4.2 3.5 3.2 2.6 5.0 ·
Earnings Yield 11-point trend, +213.8% 9.3% -138.5% -37.8% 3.3% -1.1% -1.8% 1.5% 2.1% 19.7% 13.6% -8.2% ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $2.96B$2.04B$2.26B$2.32B$1.61B
Margen Operativo % -4.3%-181.3%-87.6%-28.5%-41.4%
Beneficio neto $450M$-2.85B$-1.60B$173M$-79M
EPS Diluido $1.71$-12.81$-7.41$0.80$-0.39
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ratio corriente 1.71.31.31.81.5
Ratio Rápido 0.80.60.60.80.8
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-768M$-842M$-867M$-826M

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 481 declarantes · $2.7B 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
79 (+10 vs trimestre anterior) 54 (-15 vs trimestre anterior) 167 (+25 vs trimestre anterior) 122 (-29 vs trimestre anterior) +19.4M

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
GOLDMAN SACHS GROUP INC $213 436 198 15 951 883 7,77% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $183 023 762 13 678 906 6,66% Acciones
Greenvale Capital LLP $178 009 942 13 304 181 6,48% Acciones
STATE STREET CORP $140 264 213 10 483 125 5,10% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $138 077 292 10 319 678 5,02% Acciones
Grantham, Mayo, Van Otterloo & Co. LLC $107 102 645 8 004 682 3,90% Acciones
DIMENSIONAL FUND ADVISORS LP $87 527 143 6 541 640 3,18% Acciones
TWO SIGMA ADVISERS, LP $74 957 828 4 073 795 2,73% Acciones
GEODE CAPITAL MANAGEMENT, LLC $73 858 917 5 518 916 2,69% Acciones
TWO SIGMA INVESTMENTS, LP $67 512 978 5 045 813 2,46% Acciones
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $66 371 249 4 960 482 2,41% Acciones
KGH Ltd $60 125 000 6 500 000 2,19% Opción de venta
CITADEL ADVISORS LLC $58 103 439 4 342 559 2,11% Acciones
Robeco Schweiz AG $57 048 039 4 263 680 2,08% Acciones
Balyasny Asset Management L.P. $52 524 836 3 925 623 1,91% Acciones
Maple Rock Capital Partners Inc. $49 433 052 3 694 548 1,80% Acciones
JANE STREET GROUP, LLC $39 509 802 2 952 900 1,44% Opción de compra
Amundi $34 111 429 2 551 341 1,24% Acciones
CANYON CAPITAL ADVISORS LLC $33 048 600 2 470 000 1,20% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $30 032 106 2 244 552 1,09% Acciones
BANK OF AMERICA CORP /DE/ $27 401 892 2 047 974 1,00% Acciones
Balyasny Asset Management L.P. $26 760 000 2 000 000 0,97% Opción de compra
CITADEL ADVISORS LLC $25 947 834 1 939 300 0,94% Opción de compra
Caption Management, LLC $25 838 118 1 931 100 0,94% Opción de compra
FMR LLC $24 852 186 1 857 413 0,90% Acciones
RENAISSANCE TECHNOLOGIES LLC $24 084 602 1 800 045 0,88% Acciones
UBS Group AG $23 077 824 1 724 800 0,84% Opción de venta
Trexquant Investment LP $22 931 380 1 713 855 0,83% Acciones
AMERICAN CENTURY COMPANIES INC $21 858 170 1 633 645 0,80% Acciones
ARDSLEY ADVISORY PARTNERS LP $21 408 000 1 600 000 0,78% Acciones
JANE STREET GROUP, LLC $21 222 018 1 586 100 0,77% Opción de venta
VANGUARD FIDUCIARY TRUST CO $20 965 430 1 566 923 0,76% Acciones
BARCLAYS PLC $20 839 350 1 557 500 0,76% Opción de compra
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $18 811 049 1 405 908 0,68% Acciones
Dayah Capital LLC $18 732 000 1 400 000 0,68% Opción de compra
SCHRODER INVESTMENT MANAGEMENT GROUP $18 575 629 1 378 014 0,68% Acciones
CITADEL ADVISORS LLC $18 151 308 1 356 600 0,66% Opción de venta
FIRST TRUST ADVISORS LP $15 228 500 1 138 154 0,55% Acciones
BNP PARIBAS FINANCIAL MARKETS $14 895 673 1 113 279 0,54% Acciones
MILLENNIUM MANAGEMENT LLC $14 346 036 1 072 200 0,52% Acciones
MASTERS CAPITAL MANAGEMENT LLC $13 380 000 1 000 000 0,49% Opción de compra
WELLS FARGO & COMPANY/MN $12 697 459 948 988 0,46% Acciones
Squarepoint Ops LLC $12 574 511 939 799 0,46% Acciones
Sourcerock Group LLC $11 451 153 855 841 0,42% Acciones
Public Sector Pension Investment Board $10 966 047 819 585 0,40% Acciones
Arosa Capital Management LP $10 704 000 800 000 0,39% Opción de compra
Man Group plc $10 280 871 768 376 0,37% Acciones
DNB Asset Management AS $10 071 728 752 745 0,37% Acciones
PEAK6 LLC $9 802 188 732 600 0,36% Opción de compra
AMERIPRISE FINANCIAL INC $9 742 447 728 135 0,35% Acciones
Erste Asset Management GmbH $9 550 971 708 529 0,35% Acciones
D. E. Shaw & Co., Inc. $9 289 734 694 300 0,34% Opción de compra
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8 839 203 660 628 0,32% Acciones
Cubist Systematic Strategies, LLC $8 639 813 499 700 0,31% Opción de compra
FRANKLIN RESOURCES INC $8 571 322 640 607 0,31% Acciones
DIVERSIFY WEALTH MANAGEMENT, LLC $8 254 228 827 077 0,30% Acciones
Diversify Advisory Services, LLC $8 254 228 827 077 0,30% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $8 247 659 616 417 0,30% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $8 014 620 599 000 0,29% Acciones
RHUMBLINE ADVISERS $7 542 119 563 688 0,27% Acciones
NORGES BANK $7 493 054 560 019 0,27% Acciones
Caption Management, LLC $7 084 710 529 500 0,26% Opción de venta
Sculptor Capital LP $6 778 308 506 600 0,25% Opción de venta
MASTERS CAPITAL MANAGEMENT LLC $6 690 000 500 000 0,24% Acciones
KINGDON CAPITAL MANAGEMENT, L.L.C. $6 690 000 500 000 0,24% Opción de compra
SOROS FUND MANAGEMENT LLC $6 690 000 500 000 0,24% Opción de compra
RWC Asset Management LLP $6 653 446 497 268 0,24% Acciones
Greenvale Capital LLP $6 516 060 487 000 0,24% Opción de compra
JUPITER ASSET MANAGEMENT LTD $6 468 427 483 440 0,24% Acciones
AQR CAPITAL MANAGEMENT LLC $6 296 173 470 566 0,23% Acciones
TWO SIGMA INVESTMENTS, LP $6 241 770 466 500 0,23% Opción de venta
VOLORIDGE INVESTMENT MANAGEMENT, LLC $6 150 826 459 703 0,22% Acciones
Swiss National Bank $6 141 420 459 000 0,22% Acciones
MIROVA $5 978 064 446 791 0,22% Acciones
TUDOR INVESTMENT CORP ET AL $5 722 305 427 676 0,21% Acciones
Arosa Capital Management LP $5 352 000 400 000 0,19% Opción de venta
TUDOR INVESTMENT CORP ET AL $5 281 086 394 700 0,19% Opción de venta
Point72 Asset Management, L.P. $5 269 044 393 800 0,19% Opción de compra
Walleye Trading LLC $5 017 500 375 000 0,18% Opción de venta
Legal & General Group Plc $4 883 325 364 972 0,18% Acciones
ALLIANCEBERNSTEIN L.P. $4 877 654 359 709 0,18% Acciones
ALPS ADVISORS INC $4 721 922 352 909 0,17% Acciones
Walleye Trading LLC $4 697 718 351 100 0,17% Opción de compra
NOMURA HOLDINGS INC $4 486 314 335 300 0,16% Opción de compra
PRUDENTIAL FINANCIAL INC $4 433 195 331 330 0,16% Acciones
Connor, Clark & Lunn Investment Management Ltd. $4 209 696 314 626 0,15% Acciones
BOOTHBAY FUND MANAGEMENT, LLC $4 002 212 299 119 0,15% Acciones
NORDEN GROUP LLC $3 967 171 296 500 0,14% Acciones
Parallax Volatility Advisers, L.P. $3 913 650 292 500 0,14% Opción de compra
OSSIAM $3 862 806 288 700 0,14% Acciones
Freestone Grove Partners LP $3 783 141 282 746 0,14% Acciones
BlackRock, Inc. $3 777 776 282 345 0,14% Acciones
LuminArx Capital Management LP $3 648 473 3 074 000 0,13% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3 622 717 267 162 0,13% Acciones
D. E. Shaw & Co., Inc. $3 407 003 254 634 0,12% Acciones
Jefferies Financial Group Inc. $3 398 520 254 000 0,12% Opción de compra
BARCLAYS PLC $3 345 000 250 000 0,12% Opción de venta
HAP Trading, LLC $3 278 200 400 758 0,12% Acciones
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3 241 265 242 247 0,12% Acciones
Jefferies Financial Group Inc. $3 135 804 234 365 0,11% Acciones

Informantes de la empresa 19 insiders · 10 directivos · 10 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Mary Powell Chief Executive Officer 6 de julio de 2026 S 1 111 535 0 1 $-316 362
Danny Abajian Chief Financial Officer 6 de julio de 2026 G 374 105 0 2 $-244 759
Robert Patrick Komin Jr. Chief Financial Officer 15 de marzo de 2017 A 547 482 0 0 $0
Thomas John Holland President 15 de diciembre de 2015 A 289 437 0 0 $0
Christopher Dawson Chief Operating Officer 15 de diciembre de 2017 A 250 000 0 0 $0
Paul Thaddeus Winnowski Chief Operating Officer 15 de marzo de 2017 A 948 195 0 0 $0
Maria Barak Chief Accounting Officer 9 de julio de 2026 S 90 033 0 2 $-62 901
Jeanna Steele Chief Legal & People Officer 6 de julio de 2026 S 461 715 0 1 $-130 541
Paul S. Dickson Pres. & Chief Revenue Officer 6 de julio de 2026 S 839 539 0 1 $-205 779
Mina Kim General Counsel 15 de marzo de 2017 A 327 606 0 0 $0
Lynn Michelle Jurich Consejero 3 de agosto de 2026 S 367 405 0 3 $-1 974 665
Edward Harris Fenster Consejero 1 de julio de 2026 A 1 567 779 0 0 $0
Sonita Lontoh Consejero 11 de junio de 2026 S 34 010 0 1 $-90 000
Steven Vassallo Consejero 25 de marzo de 2019 A 43 716 0 0 $0
Rich Wong Consejero 3 de agosto de 2017 A 13 812 0 0 $0
Gerald Alan Risk Consejero 15 de marzo de 2017 A 39 685 0 0 $0
Katherine August-Dewilde Consejero 15 de marzo de 2017 A 38 044 0 0 $0
Leslie A Dach Consejero 15 de marzo de 2017 A 49 787 0 0 $0
Jameson J Mcjunkin Consejero 10 de agosto de 2015 C 6 374 192 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 1 tenencia

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Tiger Global Long Opportunities Master Fund, L.P., Tiger Global Investments, L.P., Tiger Global Performance, LLC, Tiger Global Management, LLC, Charles P. Coleman III, Scott Shleifer ×7 presentaciones 5 de octubre de 2020 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 77 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
ACES · ALPS ETF Trust 4,18% 363 511 NS 31 de mayo de 2026 N-PORT
TAN · Invesco Exchange-Traded Fund Trust … 4,08% 5 462 382 SH 20 de agosto de 2026 Diario
UPGR · DBX ETF Trust 2,36% 9 253 NS 29 de mayo de 2026 N-PORT
RNRG · Global X Funds 2,17% 53 215 NS 30 de abril de 2026 N-PORT
CTEX · ProShares Trust 1,94% 8 538 NS 31 de mayo de 2026 N-PORT
PBW · Invesco Exchange-Traded Fund Trust 1,20% 498 755 SH 20 de agosto de 2026 Diario
PBD · Invesco Exchange-Traded Fund Trust … 0,73% 141 306 SH 20 de agosto de 2026 Diario
PSCI · Invesco Exchange-Traded Fund Trust … 0,72% 139 177 SH 20 de agosto de 2026 Diario
XSMO · Invesco Exchange-Traded Fund Trust 0,50% 1 575 264 SH 20 de agosto de 2026 Diario
FNY · First Trust Exchange-Traded AlphaDE… 0,50% 202 262 NS 30 de abril de 2026 N-PORT
SMIZ · Zacks Trust 0,40% 61 772 NS 31 de mayo de 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0,35% 283 944 SH 19 de agosto de 2026 Diario
ERTH · Invesco Exchange-Traded Fund Trust 0,33% 45 338 SH 20 de agosto de 2026 Diario
AVSC · AMERICAN CENTURY ETF TRUST 0,24% 405 275 NS 31 de mayo de 2026 N-PORT
NUSC · Nushares ETF Trust 0,24% 243 659 NS 30 de abril de 2026 N-PORT
CCSO · Tidal Trust II 0,23% 8 288 NS 30 de abril de 2026 N-PORT
TRFM · ETF Series Solutions 0,22% 26 565 NS 30 de abril de 2026 N-PORT
FDMO · FIDELITY COVINGTON TRUST 0,21% 140 067 NS 30 de abril de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,20% 52 041 SH 20 de agosto de 2026 Diario
VTWV · VANGUARD SCOTTSDALE FUNDS 0,20% 204 303 SH 19 de agosto de 2026 Diario
FNX · First Trust Exchange-Traded AlphaDE… 0,19% 200 811 NS 30 de abril de 2026 N-PORT
RZG · Invesco Exchange-Traded Fund Trust 0,19% 26 217 SH 20 de agosto de 2026 Diario
SAA · ProShares Trust 0,17% 2 776 NS 31 de mayo de 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0,17% 834 026 SH 19 de agosto de 2026 Diario
RWJ · Invesco Exchange-Traded Fund Trust … 0,16% 345 427 SH 20 de agosto de 2026 Diario
FAD · First Trust Exchange-Traded AlphaDE… 0,15% 55 622 NS 30 de abril de 2026 N-PORT
IWN · iShares Trust 0,15% 2 188 024 SH 20 de agosto de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,14% 81 298 NS 30 de abril de 2026 N-PORT
SMDX · Tidal Trust III 0,14% 13 430 NS 30 de abril de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,13% 8 381 NS 30 de abril de 2026 N-PORT
GINN · Goldman Sachs ETF Trust 0,12% 14 641 NS 31 de mayo de 2026 N-PORT
ITWO · ProShares Trust 0,10% 10 694 NS 31 de mayo de 2026 N-PORT
POWR · iShares, Inc. 0,09% 42 423 SH 20 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,09% 1 345 457 SH 19 de agosto de 2026 Diario
RSSL · Global X Funds 0,09% 98 473 NS 30 de abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,08% 1 118 377 NS 31 de mayo de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,07% 43 335 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 793 620 NS 30 de abril de 2026 N-PORT
IWM · iShares Trust 0,07% 6 018 211 SH 20 de agosto de 2026 Diario
ISCV · iShares Trust 0,07% 50 275 SH 20 de agosto de 2026 Diario
DFSV · Dimensional ETF Trust 0,07% 405 286 NS 30 de abril de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,06% 3 299 881 SH 19 de agosto de 2026 Diario
UWM · ProShares Trust 0,06% 8 364 NS 31 de mayo de 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,04% 69 731 NS 30 de abril de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,04% 119 204 SH 20 de agosto de 2026 Diario
URTY · ProShares Trust 0,04% 8 461 NS 31 de mayo de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,04% 2 735 666 SH 19 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,04% 5 193 780 SH 19 de agosto de 2026 Diario
VIS · VANGUARD WORLD FUND 0,04% 277 831 SH 19 de agosto de 2026 Diario
ESML · iShares Trust 0,04% 109 014 SH 20 de agosto de 2026 Diario