SNFCA Security National Financial Corporation - Class A Common Stock
$8,96
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 10, 2026
Rango 52S
$8–$10
50% of range
Calificación del Analista
—
Precio Objetivo
—
P/E (TTM)
7.2
ROE
8.4%
Margen de Beneficio Neto
9.3%
SNFCA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$8.96
Capitalización Bursátil
—
P/E (TTM)
7.2
BPA (TTM)
$1.26
Ingresos (TTM)
$345M
Rendimiento div.
—
ROE
8.4%
Deuda/Capital
—
Rango 52S
$8 – $10
SNFCA 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
$345M
2019-12-31
→
2025-12-31
BPA
$1.26
2019-12-31
→
2025-12-31
Flujo de caja libre
$44M
2019-12-31
→
2025-12-31
Márgenes
9.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SNFCA
Mediana de Pares
P/E (TTM)
7.2
9.5
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SNFCA
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
9.3%
1.5%
ROA
2.1%
0.32%
ROE
8.4%
3.4%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SNFCA
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
SNFCA
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-4.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
-6.5%
—
EPS YoY (EPS interanual)
8.6%
—
Net Income YoY (Beneficio Neto interanual)
10.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SNFCA
Mediana de Pares
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
—
CAGR de Dividendos a 5 años
—
| Fecha ex-dividendo | Monto |
|---|---|
| 25 de enero de 1993 | $0,0220 |
| 9 de septiembre de 1992 | $0,0231 |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de diciembre de 2025 | $0.53 | — | — |
| 30 de septiembre de 2025 | $0.31 | — | — |
| 31 de marzo de 2025 | $0.18 | — | — |
| 31 de diciembre de 2023 | $0.13 | — | — |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SNFCA | — | 7.2 | 3.0% | 9.3% | 8.4% | — |
| VEL | $822M | 7.5 | 36.8% | 56.5% | 17.7% | — |
| WSBF | $304M | 11.2 | 4.8% | 18.6% | 7.6% | — |
| ONIT | $390M | 2.1 | 9.3% | 17.8% | 34.2% | — |
| LDI | — | -4.6 | -93.7% | -609.7% | -15.2% | — |
| BETR | — | — | — | — | — | — |
| FOA | — | 6.5 | 26.1% | 9.1% | 10.4% | — |
| GHI | — | -13.2 | -6.4% | -8.9% | — | — |
| BLNE | $48M | -0.8 | 600.0% | -298.2% | -45.7% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 11
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $345M | $335M | $318M | $390M | $471M | $481M | $283M | $280M | $277M | $304M | $280M | $225M | |
| Cost of Revenue | $5M | $5M | $5M | $5M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | |
| Interest Expense | $5M | $4M | $5M | $8M | $7M | $9M | $7M | $7M | $6M | $5M | $4M | $3M | |
| Pretax Income | $41M | $37M | $16M | $34M | $52M | $71M | $14M | $26M | $8M | $20M | $21M | $14M | |
| Income Tax | $9M | $8M | $2M | $9M | $12M | $16M | $3M | $4M | $-7M | $8M | $8M | $6M | |
| Net Income | $32M | $29M | $14M | $26M | $40M | $56M | $11M | $22M | $14M | $12M | $13M | $8M | |
| EPS (Basic) | $1.30 | $1.19 | $0.63 | $1.16 | $1.87 | $2.81 | $0.59 | $1.21 | $0.84 | $0.78 | $0.92 | $0.59 | |
| EPS (Diluted) | $1.26 | $1.16 | $0.61 | $1.12 | $1.80 | $2.74 | $0.58 | $1.19 | $0.82 | $0.77 | $0.89 | $0.57 | |
| Shares (Basic) | 24,727,498 | 24,492,597 | 23,189,418 | 22,187,410 | 21,146,713 | 19,788,984 | 18,562,056 | 17,968,062 | 16,794,146 | 15,575,632 | 14,439,274 | 13,893,260 | |
| Shares (Diluted) | 25,484,312 | 25,186,505 | 23,813,324 | 23,036,128 | 21,959,629 | 20,254,407 | 18,689,602 | 18,188,665 | 17,123,427 | 15,912,592 | 14,951,833 | 14,344,475 | |
| EBITDA | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | · | · |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $102M | $141M | $127M | $121M | $131M | $106M | $128M | $142M | $45M | $39M | $40M | $31M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | $28M | $17M | $27M | |
| Receivables | $10M | $10M | · | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $18M | $19M | $19M | $21M | $22M | $12M | $15M | $7M | $8M | $9M | $11M | $11M | |
| PP&E (Gross) | $33M | $33M | $33M | $34M | $41M | $32M | $34M | $25M | $26M | $29M | $30M | $28M | |
| Accum. Depreciation | $15M | $14M | $14M | $14M | $20M | $19M | $20M | $17M | $18M | $20M | $18M | $16M | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Intangibles | $4M | $4M | $3M | $3M | $4M | $1M | $1M | $855.4K | · | · | · | · | |
| Total Assets | $1.56B | $1.49B | $1.43B | $1.46B | $1.55B | $1.55B | $1.33B | $1.05B | $982M | $952M | $840M | $671M | |
| Total Liabilities | $1.15B | $1.11B | $1.12B | $1.17B | $1.25B | $1.28B | $1.14B | $879M | $834M | $820M | $723M | $574M | |
| Long-term Debt | · | · | · | · | $280M | $254M | · | · | · | · | · | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | $38M | $35M | $30M | $26M | |
| Retained Earnings | $249M | $228M | $207M | $202M | $185M | $154M | $101M | $95M | $78M | $67M | $61M | $44M | |
| Treasury Stock | $9M | $8M | $6M | $4M | $2M | $2M | $2M | $206.4K | $931.1K | $1M | $2M | $2M | |
| AOCI | $29M | $34M | $-2M | $-13M | $18M | $23M | $14M | $-2.8K | $603.2K | $264.8K | $-499.4K | $1M | |
| Stockholders' Equity | $410M | $382M | $313M | $293M | $300M | $264M | $197M | $172M | $149M | $133M | $118M | $104M | |
| Liabilities + Equity | $1.56B | $1.49B | $1.43B | $1.46B | $1.55B | $1.55B | $1.33B | $1.05B | $982M | $952M | $840M | $671M |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | $5M | $4M | |
| Stock-based Comp | · | · | · | · | $118.4K | $358.9K | $257.0K | $237.1K | $395.6K | $343.6K | $387.6K | $391.2K | |
| Deferred Tax | $1M | $998.7K | $-2M | $-10M | $11M | $3M | $-2M | $-3M | $-8M | $6M | $5M | $4M | |
| Amort. of Intangibles | $347.3K | $324.0K | $254.0K | $256.0K | $100.0K | · | · | · | · | · | · | · | |
| Other Non-cash | $10M | $28M | $40M | $112M | $92M | $-191M | · | · | · | · | · | · | |
| Operating Cash Flow | $46M | $57M | $54M | $130M | $145M | $-130M | $-76M | $7M | $44M | $36M | $-28M | $-12M | |
| CapEx | $2M | $2M | $1M | $2M | $5M | $2M | $2M | $1M | $-911.0K | $4M | $4M | $2M | |
| Investing Cash Flow | $-67M | $-43M | $15M | $-37M | $-64M | $36M | $38M | $63M | $-39M | $-56M | $15M | $-45M | |
| Stock Repurchased | $2M | $3M | $3M | $8M | $6M | $3M | · | · | · | · | · | · | |
| Net Stock Activity | $-2M | $-3M | $-3M | $-8M | $-6M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-14M | $-4M | $-62M | $-101M | $-55M | $71M | $24M | $26M | $2M | $19M | $22M | $50M | |
| Net Change in Cash | $-36M | $10M | $6M | $-8M | $26M | $-22M | $-13M | $96M | $8M | $-1M | $9M | $-7M | |
| Taxes Paid | · | $8M | $20M | $729.7K | $5M | $12M | $5M | $6M | $581.6K | · | · | · | |
| Free Cash Flow | $44M | $55M | $53M | $129M | $139M | $-131M | $-77M | $8M | $43M | $32M | $-19M | $29M | |
| Levered FCF | $40M | $52M | $48M | $123M | $134M | $-138M | $-83M | $3M | $32M | $29M | $-22M | $28M |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 9.3% | 7.9% | 4.5% | 6.6% | 8.4% | 11.6% | 3.9% | 7.8% | 5.1% | 4.0% | 4.5% | 3.4% | |
| Pretax Margin | 12.0% | 10.2% | 5.1% | 8.8% | 11.0% | 14.8% | 4.9% | 9.4% | 2.7% | 6.5% | 7.0% | 5.5% | |
| EBITDA Margin | 0.70% | 0.71% | 0.74% | 0.64% | 0.41% | 0.43% | · | · | · | · | · | · | |
| ROA | 2.1% | 1.8% | 1.0% | 1.7% | 2.5% | 3.6% | 0.87% | 2.1% | 1.5% | · | 1.8% | 1.2% | |
| ROE | 8.4% | 7.8% | 4.8% | 9.2% | 13.2% | 21.4% | 5.8% | 12.6% | 9.8% | · | 11.5% | 8.1% |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | 0.3 | 0.2 | 0.3 | 0.3 | · | 0.4 | 0.4 | |
| Receivables Turnover | 33.2 | · | · | · | · | · | · | · | · | · | · | · |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.0% | 5.0% | -18.3% | -17.2% | -2.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -4.0% | -10.8% | -12.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | -6.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 8.6% | 90.2% | -45.5% | -37.8% | -34.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 4.0% | -13.6% | -39.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 10.4% | 100.9% | -43.6% | -35.0% | -28.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 7.8% | -9.7% | -36.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -10.4% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $345M | $335M | $318M | $390M | $471M | $481M | $283M | $280M | $277M | $304M | $280M | $225M | |
| Net Income TTM | $32M | $29M | $14M | $26M | $40M | $56M | $11M | $22M | $14M | $12M | $13M | $8M | |
| P/E | 7.2 | 9.9 | 13.4 | 5.6 | 4.2 | 2.4 | 7.9 | 3.2 | 4.6 | 6.0 | 5.2 | 6.8 | |
| Earnings Yield | 14.0% | 10.1% | 7.5% | 17.8% | 23.8% | 41.9% | 12.7% | 30.9% | 22.0% | 16.7% | 19.1% | 14.6% |
Estado de resultados 10
| 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 | $84M | $80M | $83M | $89M | $90M | $83M | $79M | $88M | $86M | $81M | $75M | $80M | $84M | $80M | $108M | $83M | |
| Cost of Revenue | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Interest Expense | $1M | $996.2K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $845.7K | $1M | $1M | $1M | $2M | $2M | |
| Pretax Income | $12M | $9M | $17M | $10M | $11M | $8M | $3M | $15M | $9M | $10M | $1M | $5M | $8M | $2M | $29M | $-3M | |
| Income Tax | $3M | $2M | $4M | $2M | $2M | $2M | $608.7K | $3M | $2M | $2M | $-1M | $1M | $2M | $344.7K | $7M | $-949.2K | |
| Net Income | $9M | $7M | $13M | $8M | $8M | $6M | $3M | $12M | $7M | $7M | $3M | $4M | $6M | $1M | $21M | $-2M | |
| EPS (Basic) | $0.34 | $0.28 | $0.54 | $0.32 | $0.32 | $0.26 | $0.09 | $0.48 | $0.30 | $0.32 | $0.13 | $0.17 | $0.27 | $0.06 | $0.74 | $0.11 | |
| EPS (Diluted) | $0.33 | $0.27 | $0.52 | $0.31 | $0.31 | $0.25 | $0.09 | $0.47 | $0.29 | $0.31 | $0.12 | $0.17 | $0.27 | $0.05 | $0.72 | $0.10 | |
| Shares (Basic) | 26,040,005 | 24,818,596 | -48,271,072 | 24,709,518 | 26,007,334 | 24,699,405 | -47,725,450 | 24,418,679 | 24,474,232 | 23,325,136 | -45,220,254 | 23,169,141 | 23,110,818 | 22,129,713 | -43,404,722 | 21,976,292 | |
| Shares (Diluted) | 26,892,689 | 25,540,657 | -49,912,637 | 25,401,445 | 26,806,867 | 25,691,647 | -49,252,939 | 25,272,078 | 25,079,560 | 24,087,806 | -46,552,517 | 23,975,784 | 23,702,284 | 22,687,773 | -45,034,992 | 22,695,996 |
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 | $163M | $150M | $102M | $100M | $79M | $133M | $141M | $171M | $144M | $151M | $127M | $135M | $110M | $100M | $121M | $85M | |
| Receivables | $10M | $10M | $10M | · | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $18M | $18M | $18M | $19M | $19M | $19M | $19M | $18M | $18M | $19M | $19M | $20M | $20M | $20M | $21M | $21M | |
| PP&E (Gross) | · | · | $33M | · | · | · | $33M | · | · | · | $33M | · | · | · | $34M | · | |
| Accum. Depreciation | · | · | $15M | · | · | · | $14M | · | · | · | $14M | · | · | · | $14M | · | |
| Goodwill | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Intangibles | · | · | $4M | · | · | · | $4M | · | · | · | $3M | $3M | $3M | $3M | $3M | $54M | |
| Total Assets | $1.61B | $1.58B | $1.56B | $1.56B | $1.54B | $1.52B | $1.49B | $1.49B | $1.46B | $1.45B | $1.43B | $1.41B | $1.40B | $1.44B | $1.46B | $1.46B | |
| Total Liabilities | $1.18B | $1.16B | $1.15B | $1.20B | $1.19B | $1.18B | $1.11B | $1.15B | $1.13B | $1.13B | $1.12B | $1.12B | $1.10B | $1.15B | $1.17B | $1.19B | |
| Retained Earnings | $252M | $256M | $249M | $233M | $225M | $230M | $228M | $225M | $214M | $214M | $207M | $204M | $200M | $203M | $202M | $181M | |
| Treasury Stock | $10M | $10M | $9M | $10M | $9M | $9M | $8M | $6M | $7M | $5M | $6M | $6M | $6M | $5M | $4M | $5M | |
| AOCI | $35M | $37M | $29M | $826.8K | $-2M | $-4M | $34M | $-42.5K | $-8M | $-8M | $-7M | $-18M | $-13M | $-9M | $-13M | $-15M | |
| Stockholders' Equity | $433M | $426M | $410M | $365M | $355M | $346M | $382M | $346M | $326M | $320M | $313M | $298M | $299M | $297M | $293M | $269M | |
| Liabilities + Equity | $1.61B | $1.58B | $1.56B | $1.56B | $1.54B | $1.52B | $1.49B | $1.49B | $1.46B | $1.45B | $1.43B | $1.41B | $1.40B | $1.44B | $1.46B | $1.46B |
Flujo de Efectivo 10
| 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 Cash Flow | $4M | $33M | $18M | $26M | $-8M | $10M | $22M | $27M | $-17M | $25M | $35M | $16M | $18M | $-16M | $21M | $12M | |
| CapEx | $306.8K | $189.7K | $99.8K | $707.4K | $442.5K | $441.5K | $2M | $152.5K | $167.0K | $256.2K | $318.4K | $264.3K | $276.6K | $250.6K | $633.8K | $260.3K | |
| Investing Cash Flow | $-2M | $8M | $7M | $-2M | $-43M | $-29M | $-59M | $2M | $12M | $2M | $-39M | $5M | $31M | $17M | $59M | $-60M | |
| Stock Repurchased | $551.0K | $785.5K | $5.4K | $400.9K | $961.4K | $242.3K | $1M | $43.1K | $2M | $41.1K | $3.1K | $251.9K | $1M | $1M | $386.6K | $0 | |
| Net Stock Activity | · | $-785.5K | · | · | · | $-242.3K | · | · | · | $-41.1K | · | · | · | $-1M | · | · | |
| Financing Cash Flow | $12M | $7M | $-26M | $-1M | $-2M | $15M | $-2M | $3M | $-3M | $-2M | $-4M | $4M | $-37M | $-25M | $-41M | $395.1K | |
| Net Change in Cash | $14M | $48M | $-527.2K | $22M | $-53M | $-5M | $-39M | $32M | $-8M | $25M | $-7M | $25M | $12M | $-24M | $39M | $-48M | |
| Taxes Paid | · | · | · | $2M | · | · | · | $4M | · | · | $1M | $1M | $17M | $-6.9K | $261.1K | $60.6K | |
| Free Cash Flow | · | $33M | · | · | · | $9M | · | · | · | $25M | · | · | · | $-16M | · | · | |
| Levered FCF | · | $32M | · | · | · | $8M | · | · | · | $24M | · | · | · | $-17M | · | · |
Rentabilidad 4
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 10.7% | 8.8% | · | 8.8% | 7.3% | 5.2% | · | 13.4% | 8.5% | 9.2% | · | 5.0% | 7.6% | 1.6% | · | -2.8% | |
| Pretax Margin | 13.9% | 11.3% | · | 11.4% | 9.3% | 6.7% | · | 17.2% | 10.9% | 11.8% | · | 6.4% | 9.7% | 2.0% | · | -4.0% | |
| ROA | 0.57% | 0.45% | · | 0.51% | 0.43% | 0.29% | · | 0.81% | 0.51% | 0.52% | · | 0.28% | 0.44% | 0.08% | · | -0.16% | |
| ROE | 2.3% | 1.8% | · | 2.2% | 1.9% | 1.3% | · | 3.7% | 2.3% | 2.4% | · | 1.4% | 2.2% | 0.42% | · | -0.83% |
Eficiencia 2
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 16.6 | 15.4 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| 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 | $343M | $341M | · | $350M | $346M | $338M | · | $335M | $331M | $325M | · | $327M | $342M | $361M | · | $401M | |
| Net Income TTM | $32M | $28M | · | $30M | $30M | $31M | · | $31M | $25M | $19M | · | $9M | $9M | $6M | · | $15M | |
| P/E | 7.9 | 8.8 | · | 7.2 | 7.9 | 9.2 | · | 7.1 | 7.0 | 9.0 | · | 12.1 | 13.4 | 12.0 | · | 6.2 | |
| Earnings Yield | 12.6% | 11.4% | · | 14.0% | 12.7% | 10.8% | · | 14.1% | 14.3% | 11.2% | · | 8.3% | 7.4% | 8.4% | · | 16.2% |
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 | $345M | $335M | $318M | $390M | $471M |
| Beneficio neto | $32M | $29M | $14M | $26M | $40M |
| EPS Diluido | $1.26 | $1.16 | $0.61 | $1.12 | $1.80 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $44M | $55M | $53M | $129M | $139M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 85 declarantes · $56.8M 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 |
|---|---|---|---|---|
| 15 (0 vs trimestre anterior) | 8 (+3 vs trimestre anterior) | 22 (+2 vs trimestre anterior) | 19 (-1 vs trimestre anterior) | +674K |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | $7 982 331 | 823 770 | 14,07% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $7 708 860 | 795 548 | 13,58% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $7 230 038 | 746 134 | 12,74% | Acciones |
| LHM, INC. | $5 548 124 | 601 188 | 9,78% | Acciones |
| Veradace Capital Management LLC | $3 421 103 | 353 055 | 6,03% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $3 338 713 | 344 450 | 5,88% | Acciones |
| RBF Capital, LLC | $2 941 244 | 303 534 | 5,18% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 678 035 | 276 371 | 4,72% | Acciones |
| STATE STREET CORP | $1 885 461 | 194 578 | 3,32% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $1 877 341 | 193 740 | 3,31% | Acciones |
| Gem Investment Advisors, LLC | $1 532 677 | 158 171 | 2,70% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 093 778 | 112 877 | 1,93% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 037 373 | 107 056 | 1,83% | Acciones |
| Empowered Funds, LLC | $946 558 | 97 684 | 1,67% | Acciones |
| EP Wealth Advisors, LLC | $619 113 | 63 892 | 1,09% | Acciones |
| Verdad Advisers, LP | $581 400 | 60 000 | 1,02% | Acciones |
| Physician Wealth Advisors, Inc. | $507 519 | 52 376 | 0,89% | Acciones |
| CITADEL ADVISORS LLC | $466 796 | 48 173 | 0,82% | Acciones |
| BlackRock, Inc. | $454 102 | 46 863 | 0,80% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $452 688 | 46 717 | 0,80% | Acciones |
| Scott Marsh Financial, LLC | $406 716 | 41 291 | 0,72% | Acciones |
| EVERGREEN CAPITAL MANAGEMENT LLC | $380 730 | 39 291 | 0,67% | Acciones |
| BARCLAYS PLC | $374 654 | 38 664 | 0,66% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $322 609 | 33 293 | 0,57% | Acciones |
| GOLDMAN SACHS GROUP INC | $296 078 | 30 555 | 0,52% | Acciones |
| Nuveen, LLC | $250 981 | 25 901 | 0,44% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $201 959 | 20 842 | 0,36% | Acciones |
| Lunt Capital Management, Inc. | $192 259 | 19 841 | 0,34% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $185 360 | 19 129 | 0,33% | Acciones |
| BANK OF AMERICA CORP /DE/ | $160 030 | 16 515 | 0,28% | Acciones |
| Squarepoint Ops LLC | $148 548 | 15 330 | 0,26% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $142 429 | 14 699 | 0,25% | Acciones |
| DEUTSCHE BANK AG\ | $116 222 | 11 994 | 0,20% | Acciones |
| Bank of New York Mellon Corp | $116 154 | 11 987 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $106 046 | 10 940 | 0,19% | Acciones |
| Callan Family Office, LLC | $97 152 | 10 026 | 0,17% | Acciones |
| MORGAN STANLEY | $96 697 | 9 979 | 0,17% | Acciones |
| Russell Investments Group, Ltd. | $85 204 | 8 793 | 0,15% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $82 413 | 8 505 | 0,15% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $71 425 | 7 371 | 0,13% | Acciones |
| CITIGROUP INC | $62 743 | 6 475 | 0,11% | Acciones |
| Farther Finance Advisors, LLC | $62 016 | 6 400 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $60 504 | 6 244 | 0,11% | Acciones |
| Invesco Ltd. | $56 783 | 5 860 | 0,10% | Acciones |
| VANGUARD GROUP INC | $56 258 | 6 244 | 0,10% | Acciones |
| FMR LLC | $51 977 | 5 364 | 0,09% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $30 494 | 3 147 | 0,05% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $29 215 | 3 015 | 0,05% | Acciones |
| Tower Research Capital LLC (TRC) | $24 399 | 2 518 | 0,04% | Acciones |
| NORTHERN TRUST CORP | $23 130 | 2 387 | 0,04% | Acciones |
| M3F, Inc. | $20 433 | 2 108 648 | 0,04% | Acciones |
| CWM, LLC | $19 083 | 2 013 | 0,03% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $16 037 | 1 655 | 0,03% | Acciones |
| Ameritas Investment Partners, Inc. | $15 291 | 1 578 | 0,03% | Acciones |
| Legal & General Group Plc | $13 469 | 1 390 | 0,02% | Acciones |
| TUCKER ASSET MANAGEMENT LLC | $11 226 | 1 246 | 0,02% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8 342 | 880 | 0,01% | Acciones |
| UBS Group AG | $8 130 | 839 | 0,01% | Acciones |
| Arax Advisory Partners | $7 335 | 757 | 0,01% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $6 931 | 698 | 0,01% | Acciones |
| WELLS FARGO & COMPANY/MN | $5 291 | 546 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $4 000 | 396 | 0,01% | Acciones |
| Integrated Wealth Concepts LLC | $3 391 | 350 | 0,01% | Acciones |
| Sterling Capital Management LLC | $2 946 | 304 | 0,01% | Acciones |
| GAMMA Investing LLC | $2 616 | 270 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $2 326 | 240 | 0,00% | Acciones |
| IFP Advisors, Inc | $1 725 | 178 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 527 | 156 | 0,00% | Acciones |
| Quarry LP | $1 454 | 150 | 0,00% | Acciones |
| Allworth Financial LP | $1 057 | 109 | 0,00% | Acciones |
| Essential Partners LLC | $795 | 82 | 0,00% | Acciones |
| COMERICA BANK | $784 | 87 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $533 | 55 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $379 | 40 | 0,00% | Acciones |
| Transamerica Financial Advisors, LLC | $339 | 35 | 0,00% | Acciones |
| True Wealth Design, LLC | $175 | 18 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $117 | 12 016 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $48 | 5 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $39 | 4 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $19 | 2 | 0,00% | Acciones |
| Wealth Enhancement Trust Services, Inc. | $19 | 2 | 0,00% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $10 | 1 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $10 | 1 | 0,00% | Acciones |
| SBI Securities Co., Ltd. | $10 | 1 | 0,00% | Acciones |
| Covestor Ltd | $0 | 49 | 0,00% | Acciones |
Informantes de la empresa 20 insiders · 12 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Scott M Quist | Chairman of the Board/Pres/CEO | 6 de diciembre de 2024 A | 119 667 | 0 | 0 | $0 |
| Garrett S. Sill | Chief Financial Officer | 5 de diciembre de 2025 A | 72 517 | 0 | 0 | $0 |
| Stephen M Sill | VP, Treasurer, CFO | 13 de abril de 2012 A | 67 796 | 0 | 0 | $0 |
| Jeffrey Russell Stephens | Gen. Counsel & Corp. Sec | 1 de julio de 2026 A | 37 123 | 0 | 0 | $0 |
| Jason G. Overbaugh | VP & Nat Mark Dir of Life Ins | 14 de mayo de 2026 M | 103 385 | 0 | 0 | $0 |
| Adam George Quist | Vice President/General Counsel | 5 de diciembre de 2025 A | 19 942 | 0 | 0 | $0 |
| Andrew S. Quist | Vice President/General Counsel | 5 de diciembre de 2025 A | 159 985 | 0 | 0 | $0 |
| Stephen Charles Johnson | Vice Pres-Mortgage Operations | 27 de marzo de 2020 A | 8 603 | 0 | 0 | $0 |
| Christie Overbaugh | Sr. VP Life Ins. Inter. Op. | 30 de noviembre de 2018 A | 135 549 | 0 | 0 | $0 |
| Jack Lynn Beckstead JR | VP Mortgage Operations | 5 de diciembre de 2014 A | 149 503 | 0 | 0 | $0 |
| George Robert Quist | Chairman and Chief Exective Of | 13 de abril de 2012 A | 4 729 910 | 0 | 0 | $0 |
| George Robert Quist JR | First V.P. and Secretary | 31 de marzo de 2008 A | 57 370 | 0 | 0 | $0 |
| John L Cook | Consejero | 1 de julio de 2026 A | 25 136 | 0 | 0 | $0 |
| Howard Craig Moody | Consejero | 1 de julio de 2026 A | 50 093 | 0 | 0 | $0 |
| Gilbert A Fuller | Consejero | 1 de julio de 2026 A | 31 973 | 0 | 1 | $-94 500 |
| Shital Ashok Mehta | Consejero | 5 de diciembre de 2025 A | — | 0 | 0 | $0 |
| Robert Gail Hunter Dr | Consejero | 5 de diciembre de 2025 A | 61 631 | 0 | 0 | $0 |
| Ludmya B Love | Consejero | 6 de diciembre de 2024 A | 10 565 | 0 | 0 | $0 |
| Charles L Crittenden | Consejero | 13 de abril de 2012 A | 6 781 | 0 | 0 | $0 |
| Norman G Wilbur | — | 27 de marzo de 2020 A | 3 165 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 6 tenencias
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 |
|---|---|---|---|---|---|
| Persona informante no revelada | 10 de diciembre de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 10 de diciembre de 2004 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 10 de diciembre de 2004 | — | Presentación inicial | — | SEC |
| Persona informante no revelada, Persona informante no revelada | 13 de agosto de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 9 de enero de 2003 | — | Presentación inicial | Inversión pasiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 8 de enero de 2003 | — | Presentación inicial | Inversión pasiva | 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 26 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 |
|---|---|---|---|---|
| GSSC · Goldman Sachs ETF Trust | 0,02% | 22 307 NS | 31 de mayo de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,01% | 71 926 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 7 033 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 61 441 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 766 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 42 303 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 598 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 605 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 926 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 15 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,00% | 427 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 29 292 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 1 626 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 21 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 17 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWC · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |