En esta página
01STEP precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
STEP Clase A StepStone Group Inc. - Class A Common Stock
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 5, 2026 10-K/10-Q Ago 7, 2026
$46,08
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$38,85mínimo 52 semanas
$77,80máximo 52 semanas
P/E (TTM)
-6.0
BPA (TTM)
$-7.70
Ingresos (TTM)
$2.01B
tus insignias
Rango 52S
$39–$78
Calificación del Analista
BUY
Precio Objetivo
$70
P/E
-6.0
ROE
318.3%
Margen de Beneficio Neto
-30.5%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
STEP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$46.08
P/E (TTM)
-6.0
BPA (TTM)
$-7.70
Ingresos (TTM)
$2.01B
ROE (TTM)
318.3%
Rango 52S
$39–$78
STEP Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.99B2019-03-31 → 2026-03-31
BPA$-6.782021-03-31 → 2026-03-31
Flujo de caja libre$64M2021-03-31 → 2026-03-31
Margen neto-30.5%2021-03-31 → 2026-03-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | STEP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -6.0promedio 5A ≈-12.2 | ≈-12.2 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | STEP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EBITDA Margin (Margen EBITDA) | 2.3%promedio 5A ≈-11.1% | ≈-11.1% | 16.9% | Por debajo del promedio | |
| Margen antes de impuestos (TTM) | -53.3%promedio 5A ≈12.6% | ≈12.6% | 39.5% | Débil | |
| Margen de Beneficio Neto (TTM) | -30.5%promedio 5A ≈1.5% | ≈1.5% | 29.2% | Débil | |
| ROA (TTM) | -9.8%promedio 5A ≈-1.1% | ≈-1.1% | 6.0% | Débil | |
| ROE (TTM) | 318.3%promedio 5A ≈86.2% | ≈86.2% | 15.2% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | STEP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 69.7%promedio 5A ≈69.4% | ≈69.4% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | -4.9% | · | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 20.4% | · | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -23.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -2.5% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | STEP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.3 | ≈0.3 | 0.4 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$1.5M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago-22.0%
Pago anualizado≈$1.32
Racha de Crecimiento≈3
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 31, 2026 | $0,33 | USD | ≈3.3% |
| Jun 15, 2026 | $0,83 | USD | ≈3.5% |
| Feb 27, 2026 | $0,28 | USD | ≈3.4% |
| Nov 28, 2025 | $0,28 | USD | ≈2.3% |
| Ago 29, 2025 | $0,28 | USD | ≈2.3% |
| Jun 13, 2025 | $0,64 | USD | ≈2.5% |
| Feb 28, 2025 | $0,24 | USD | ≈1.8% |
| Nov 29, 2024 | $0,24 | USD | ≈1.6% |
| Ago 30, 2024 | $0,24 | USD | ≈1.9% |
| Jun 14, 2024 | $0,36 | USD | ≈2.3% |
| Feb 28, 2024 | $0,21 | USD | ≈3.1% |
| Nov 29, 2023 | $0,21 | USD | ≈4.2% |
| Ago 30, 2023 | $0,21 | USD | ≈3.4% |
| Jun 14, 2023 | $0,45 | USD | ≈4.3% |
| Feb 27, 2023 | $0,20 | USD | ≈2.8% |
| Nov 29, 2022 | $0,20 | USD | ≈2.6% |
| Ago 30, 2022 | $0,20 | USD | ≈2.6% |
| Jun 14, 2022 | $0,20 | USD | ≈2.5% |
| Feb 25, 2022 | $0,15 | USD | ≈1.3% |
| Nov 29, 2021 | $0,15 | USD | ≈0.85% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
10.1%
Próximo informe
Nov 04, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de diciembre de 2026 | May 20, 2026 | $0.57 | $0.52 | 9.6% |
| 30 de junio de 2026 | $0.48 | $0.52 | -7.2% | |
| 31 de marzo de 2026 | $0.57 | $0.52 | 9.6% | |
| 31 de diciembre de 2025 | $0.65 | $0.60 | 7.8% | |
| 30 de septiembre de 2025 | $0.54 | $0.49 | 9.1% | |
| 30 de junio de 2025 | $0.40 | $0.43 | -8.0% | |
| 31 de marzo de 2025 | $0.68 | $0.45 | 50.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.99B | $1.17B | $712M | $-68M | $1.37B | $788M | $447M | |
| SG&A Expense | $187M | $177M | $167M | $147M | $110M | $48M | $52M | |
| Operating Expenses | $3.02B | $1.44B | $540M | $-67M | $913M | $460M | $295M | |
| Interest Expense | · | · | $9M | $4M | $1M | $7M | $10M | |
| Interest Income | $12M | $11M | $4M | $2M | $337.0K | $413.0K | $1M | |
| Other Non-op | $697.0K | $-33M | $2M | $-1M | $2M | $220.0K | $-1M | |
| Pretax Income | $-891M | $-222M | $195M | $-41M | $513M | $338M | $149M | |
| Income Tax | $-148M | $-49M | $28M | $4M | $28M | $23M | $4M | |
| Net Income | $-536M | $-180M | $58M | $-18M | $194M | $63M | $0 | |
| EPS (Basic) | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.89 | $2.11 | · | |
| EPS (Diluted) | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.84 | $2.06 | · | |
| Shares (Basic) | 79,039,229 | 71,142,916 | 63,489,135 | 61,884,671 | 49,833,760 | 29,657,805 | · | |
| Shares (Diluted) | 79,039,229 | 71,142,916 | 66,544,038 | 61,884,671 | 53,600,250 | 33,274,804 | · | |
| EBITDA | $46M | $45M | $48M | $47M | $27M | $5M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | $116M | $180M | $90M | |
| PP&E (Net) | $26M | $30M | $30M | $16M | $13M | $10M | $11M | |
| PP&E (Gross) | $45M | $43M | $39M | $29M | $22M | $19M | $18M | |
| Accum. Depreciation | $18M | $13M | $10M | $13M | $9M | $9M | $7M | |
| Goodwill | $581M | $581M | $581M | $581M | $581M | $7M | $7M | |
| Intangibles | $223M | $264M | $305M | $355M | $398M | $5M | $9M | |
| Total Assets | $6.76B | $4.59B | $3.79B | $3.50B | $4.19B | $1.32B | $681M | |
| Total Liabilities | $5.88B | $2.81B | $1.92B | $1.84B | $2.36B | $661M | $444M | |
| Long-term Debt | · | $269M | $149M | $98M | $63M | $0 | $143M | |
| Paid-in Capital | $482M | $421M | $310M | $611M | $587M | $189M | · | |
| Retained Earnings | $-897M | $-243M | $14M | $160M | $230M | $60M | $0 | |
| AOCI | $1M | $728.0K | $304.0K | $461.0K | $658.0K | $155.0K | $178.0K | |
| Stockholders' Equity | $-414M | $179M | $324M | $772M | $818M | $249M | · | |
| Liabilities + Equity | $6.76B | $4.59B | $3.79B | $3.50B | $4.19B | $1.32B | $681M |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $45M | $48M | $47M | $27M | $5M | $7M | |
| Stock-based Comp | $1.62B | $650M | $39M | $25M | $14M | $8M | $2M | |
| Deferred Tax | $-195M | $-75M | $9M | $-12M | $6M | $16M | $-171.0K | |
| Amort. of Intangibles | $41M | $41M | $42M | $44M | $24M | $3M | $5M | |
| Other Non-cash | $-866M | $-376M | $7M | $110M | $-26M | $57M | · | |
| Operating Cash Flow | $66M | $65M | $162M | $151M | $214M | $149M | $66M | |
| CapEx | $3M | $5M | $20M | $6M | $2M | $1M | $837.0K | |
| Investing Cash Flow | $733M | $-43M | $-47M | $-31M | $-210M | $-11M | $36M | |
| Net Debt Issued | · | · | · | · | · | $-147M | · | |
| Stock Issued | $4M | $3M | $0 | $0 | · | · | · | |
| Stock Repurchased | $9M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-5M | $3M | · | · | · | · | · | |
| Dividends Paid | $118M | $76M | $68M | $50M | $24M | $2M | $0 | |
| Financing Cash Flow | $37M | $87M | $-58M | $-108M | $-70M | $-45M | $-52M | |
| Net Change in Cash | $829M | $107M | $53M | $12M | $-66M | $94M | $49M | |
| Taxes Paid | $42M | · | · | · | · | · | · | |
| Free Cash Flow | $64M | $60M | $142M | $146M | $212M | $148M | · | |
| Levered FCF | · | · | $134M | $141M | $211M | $141M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | -26.9% | -15.3% | 8.2% | 27.2% | 14.2% | 8.0% | · | |
| Pretax Margin | -44.7% | -18.9% | 27.5% | 61.4% | 37.5% | 42.9% | · | |
| EBITDA Margin | 2.3% | 3.9% | 6.7% | -70.2% | 2.0% | 0.70% | · | |
| ROA | -9.4% | -4.3% | 1.6% | -0.48% | 7.0% | 6.3% | · | |
| ROE | 457.6% | -71.3% | 10.6% | -2.3% | 36.3% | 50.2% | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.2 | -0.0 | 0.5 | 0.8 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $25.22 | $16.51 | $10.69 | $-1.09 | $25.48 | $23.67 | · | |
| Cash Flow / Share | $0.84 | $0.91 | $2.43 | $2.44 | $4.00 | $4.49 | · | |
| Dividend / Share | $1.48 | $1.08 | $1.08 | $0.80 | $0.44 | $0.07 | · | |
| Dividend Paid / Share | $1.48 | $1.08 | $1.08 | $0.80 | $0.44 | $0.07 | · | |
| EPS (TTM) | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.84 | $2.06 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 69.7% | 65.1% | · | · | 73.4% | · | · | |
| Revenue CAGR 3Y | · | -4.9% | -3.3% | · | · | · | · | |
| Revenue CAGR 5Y | 20.4% | · | · | · | · | · | · | |
| EPS YoY | · | · | · | · | 86.4% | · | · | |
| EPS CAGR 3Y | · | · | -23.8% | · | · | · | · | |
| Net Income YoY | · | · | · | · | 209.5% | · | · | |
| Net Income CAGR 3Y | · | · | -2.5% | · | · | · | · | |
| Dividends Paid CAGR 5Y | 124.9% | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.99B | $1.17B | $712M | $-68M | $1.37B | $788M | · | |
| Net Income TTM | $-536M | $-180M | $58M | $-18M | $194M | $63M | · | |
| P/E | -7.0 | -20.7 | 39.3 | -80.9 | 8.6 | 17.1 | · | |
| Earnings Yield | -14.2% | -4.8% | 2.5% | -1.2% | 11.6% | 5.8% | · | |
| Payout Ratio | -22.0% | -42.2% | 117.9% | -271.6% | 12.3% | 3.3% | · | |
| Annual Payout | $118M | $76M | $68M | $50M | $24M | $2M | · |
Estado de resultados
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $379M | $589M | $587M | $454M | $364M | $378M | $339M | $272M | $186M | $357M | $-15M | $191M | $178M | $172M | $-4M | $-158M | |
| SG&A Expense | $53M | $48M | $51M | $45M | $43M | $43M | $43M | $50M | $41M | $54M | $48M | $32M | $33M | $36M | $44M | $34M | |
| Operating Expenses | $584M | $609M | $808M | $1.18B | $423M | $384M | $698M | $221M | $139M | $269M | $19M | $130M | $121M | $100M | $5M | $-104M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $3M | $2M | $2M | · | $1M | $817.0K | |
| Interest Income | $5M | $4M | $2M | $3M | $2M | $3M | $3M | $3M | $2M | $1M | $827.0K | $977.0K | $431.0K | $853.0K | $701.0K | $356.0K | |
| Other Non-op | $-4M | $-5M | $-1M | $2M | $5M | $-31M | $-2M | $1M | $-351.0K | $-1M | $4M | $-872.0K | $227.0K | $-40.0K | $358.0K | $-634.0K | |
| Pretax Income | $-200M | $-344.0K | $-195M | $-676M | $-20M | $10M | $-345M | $58M | $55M | $95M | $-24M | $67M | $58M | $68M | $-14M | $-74M | |
| Income Tax | $-30M | $-7M | $-32M | $-100M | $-8M | $-3M | $-58M | $5M | $7M | $12M | $-723.0K | $8M | $9M | $11M | $-732.0K | $-7M | |
| Net Income | $-116M | $-8M | $-123M | $-366M | $-38M | $-19M | $-192M | $18M | $13M | $31M | $-20M | $26M | $21M | $29M | $-7M | $-29M | |
| EPS (Basic) | $-1.41 | $-0.08 | $-1.55 | $-4.66 | $-0.49 | $-0.37 | $-2.61 | $0.26 | $0.20 | $0.47 | $-0.32 | $0.42 | $0.34 | $0.47 | $-0.11 | $-0.48 | |
| EPS (Diluted) | $-1.41 | $-0.08 | $-1.55 | $-4.66 | $-0.49 | $-0.37 | $-2.61 | $0.26 | $0.20 | $0.47 | $-0.32 | $0.42 | $0.34 | $0.47 | $-0.11 | $-0.48 | |
| Shares (Basic) | 81,995,674 | · | 79,465,039 | 78,561,587 | 77,846,710 | · | 73,687,289 | 68,772,051 | 66,187,754 | · | 64,068,952 | 62,858,468 | 62,834,818 | · | 62,192,899 | 61,407,834 | |
| Shares (Diluted) | 81,995,674 | · | 79,465,039 | 78,561,587 | 77,846,710 | · | 73,687,289 | 69,695,315 | 68,593,761 | · | 64,068,952 | 66,198,129 | 65,739,470 | · | 62,192,899 | 61,407,834 | |
| EBITDA | $11M | · | · | · | $11M | · | · | · | $11M | · | · | · | $12M | · | · | · |
Balance general
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $144M | |
| PP&E (Net) | · | $26M | · | · | · | $30M | · | · | · | $30M | · | · | · | · | · | · | |
| PP&E (Gross) | · | $45M | · | · | · | $43M | · | · | · | $39M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $18M | · | · | · | $13M | · | · | · | $10M | · | · | · | · | · | · | |
| Goodwill | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | $581M | · | $581M | $581M | |
| Intangibles | $213M | $223M | $233M | $243M | $254M | $264M | $274M | $284M | $295M | $305M | $315M | $333M | $344M | · | $366M | $376M | |
| Total Assets | $7.77B | $6.76B | $5.24B | $5.33B | $4.78B | $4.59B | $4.35B | $4.04B | $3.83B | $3.79B | $3.47B | $3.61B | $3.53B | · | $3.50B | $3.58B | |
| Total Liabilities | $6.53B | $5.88B | $4.72B | $4.11B | $3.08B | $2.81B | $2.61B | $2.04B | $1.89B | $1.92B | $1.80B | $1.91B | $1.86B | · | $1.89B | $1.93B | |
| Long-term Debt | · | · | $270M | $270M | $270M | $269M | $169M | $172M | $172M | $149M | $124M | $124M | $98M | · | $83M | $63M | |
| Paid-in Capital | $542M | $482M | $487M | $486M | $485M | $421M | $415M | $393M | $364M | $310M | $630M | $629M | $613M | · | $606M | $596M | |
| Retained Earnings | $-1.08B | $-897M | $-866M | $-720M | $-332M | $-243M | $-206M | $4M | $3M | $14M | $131M | $165M | $153M | · | $144M | $164M | |
| AOCI | $1M | $1M | $876.0K | $935.0K | $944.0K | $728.0K | $341.0K | $236.0K | $297.0K | $304.0K | $186.0K | $338.0K | $439.0K | · | $610.0K | $671.0K | |
| Stockholders' Equity | $-539M | $-414M | $-379M | $-233M | $154M | $179M | $210M | $397M | $367M | $324M | $762M | $795M | $766M | · | $752M | $761M | |
| Liabilities + Equity | $7.77B | $6.76B | $5.24B | $5.33B | $4.78B | $4.59B | $4.35B | $4.04B | $3.83B | $3.79B | $3.47B | $3.61B | $3.53B | · | $3.50B | $3.58B |
Flujo de Efectivo
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $12M | $12M | $12M | $12M | $12M | $12M | |
| Stock-based Comp | $293M | $180M | $380M | $875M | $182M | $120M | $476M | $35M | $19M | $11M | $14M | $6M | $8M | $9M | $8M | $4M | |
| Amort. of Intangibles | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $11M | $11M | |
| Other Non-cash | $-646M | · | · | · | $-108M | · | · | · | $7M | · | · | · | $16M | · | · | · | |
| Operating Cash Flow | $-458M | $-23M | $27M | $16M | $46M | $-67M | $28M | $54M | $50M | $8M | $25M | $71M | $58M | $-516.0K | $6M | $88M | |
| CapEx | $549.0K | $762.0K | $432.0K | $331.0K | $1M | $3M | $566.0K | $1M | $575.0K | $915.0K | $4M | $7M | $8M | $2M | $1M | $2M | |
| Investing Cash Flow | $21M | $822M | $-67M | $-10M | $-12M | $-7M | $-3M | $-21M | $-13M | $-9M | $-11M | $-13M | $-14M | $-7M | $-6M | $-10M | |
| Stock Issued | · | $2M | $0 | · | · | $1M | $0 | · | · | $0 | $0 | · | · | · | · | · | |
| Stock Repurchased | $19M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-19M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $69M | $23M | $22M | $22M | $50M | $18M | $17M | $16M | $24M | $13M | $13M | $13M | $28M | $13M | $13M | $12M | |
| Financing Cash Flow | $19M | $-58M | $52M | $116M | $-72M | $85M | $26M | $-724.0K | $-23M | $9M | $-14M | $-9M | $-44M | $-3M | $-2M | $-42M | |
| Net Change in Cash | $-416M | $741M | $11M | $122M | $-45M | $10M | $54M | $29M | $14M | $8M | $-2M | $49M | $-2M | $-12M | $-3M | $37M | |
| Free Cash Flow | $-458M | · | · | · | $45M | · | · | · | $50M | · | · | · | $50M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $48M | · | · | · |
Rentabilidad
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | -30.6% | · | -21.1% | -80.6% | -10.5% | · | -56.6% | 6.5% | 7.1% | · | 138.4% | 13.7% | 11.9% | · | 163.8% | 18.4% | |
| Pretax Margin | -52.8% | · | -33.2% | -148.8% | -5.6% | · | -101.7% | 21.3% | 29.4% | · | 165.2% | 35.0% | 32.6% | · | 337.4% | 47.0% | |
| EBITDA Margin | 3.0% | · | · | · | 3.1% | · | · | · | 6.1% | · | · | · | 6.7% | · | · | · | |
| ROA | -1.8% | · | -2.6% | -7.8% | -0.89% | · | -4.9% | 0.46% | 0.36% | · | -0.58% | 0.73% | 0.57% | · | -0.18% | -0.79% | |
| ROE | 60.1% | · | 146.1% | -446.5% | -14.8% | · | -39.5% | 3.0% | 2.4% | · | -2.7% | 3.4% | 2.7% | · | -0.91% | -4.0% |
Eficiencia
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | -0.0 | 0.1 | 0.0 | · | -0.0 | -0.0 |
Por Acción
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.62 | · | $7.38 | $5.78 | $4.68 | · | $4.60 | $3.90 | $2.72 | · | $-0.23 | $2.89 | $2.71 | · | $-0.07 | $-2.58 | |
| Cash Flow / Share | $-5.58 | · | · | · | $0.59 | · | · | · | $0.73 | · | · | · | $0.88 | · | · | · | |
| Dividend Paid / Share | · | $0.28 | $0.28 | $0.28 | · | $0.24 | $0.24 | $0.24 | · | $0.21 | $0.21 | $0.21 | · | $0.20 | $0.20 | $0.20 | |
| EPS (TTM) | $-7.70 | · | $-7.07 | $-8.13 | $-3.21 | · | $-1.68 | $0.61 | $0.77 | · | $0.91 | $1.12 | $0.22 | · | $-0.27 | $0.67 |
Valoración (TTM)
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.01B | · | $1.78B | $1.54B | $1.35B | · | $1.15B | $800M | $720M | · | $527M | $538M | $188M | · | $125M | $539M | |
| Net Income TTM | $-613M | · | $-547M | $-615M | $-231M | · | $-130M | $42M | $50M | · | $56M | $69M | $14M | · | $-5M | $50M | |
| P/E | -5.4 | · | -9.1 | -8.0 | -17.3 | · | -34.5 | 93.2 | 59.6 | · | 35.0 | 28.2 | 112.8 | · | -93.3 | 36.6 | |
| Earnings Yield | -18.6% | · | -11.0% | -12.4% | -5.8% | · | -2.9% | 1.1% | 1.7% | · | 2.9% | 3.5% | 0.89% | · | -1.1% | 2.7% | |
| Payout Ratio | -59.2% | · | · | · | -130.8% | · | · | · | 178.6% | · | · | · | 132.9% | · | · | · | |
| Annual Payout | $136M | · | $113M | $108M | $102M | · | $71M | $67M | $64M | · | $68M | $67M | $66M | · | $46M | $43M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ingresos | $1.99B | $1.17B | $712M | $-68M | $1.37B |
| Beneficio neto | $-536M | $-180M | $58M | $-18M | $194M |
| EPS Diluido | $-6.78 | $-2.52 | $0.91 | $-0.30 | $3.84 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $64M | $60M | $142M | $146M | $212M |
Propietarios institucionales (13F) 295 declarantes · $3.7B 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.
Tenedores
295
Valor en tenencia
$3.7B
Nuevas posiciones
56
Posiciones cerradas
41
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 56 (-14 vs trimestre anterior) | 41 (-8 vs trimestre anterior) | 130 (+31 vs trimestre anterior) | 66 (-6 vs trimestre anterior) | -2.8M |
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 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $542 228 672 | 8 449 878 | 14,53% | Acciones |
| BlackRock, Inc. | $495 172 818 | 11 972 263 | 13,27% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $232 422 437 | 5 619 498 | 6,23% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $214 656 870 | 5 189 963 | 5,75% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193 319 659 | 4 674 073 | 5,18% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $146 840 739 | 3 550 308 | 3,93% | Acciones |
| STATE STREET CORP | $128 956 456 | 3 117 991 | 3,46% | Acciones |
| Capital World Investors | $104 393 384 | 2 524 018 | 2,80% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $83 412 952 | 2 016 372 | 2,24% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $79 825 420 | 1 930 015 | 2,14% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $71 528 977 | 1 729 424 | 1,92% | Acciones |
| JPMORGAN CHASE & CO | $61 380 904 | 1 520 835 | 1,64% | Acciones |
| CIBC Private Wealth Group LLC | $61 019 041 | 934 299 | 1,64% | Acciones |
| GOLDMAN SACHS GROUP INC | $59 082 954 | 1 428 505 | 1,58% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $57 540 735 | 1 391 217 | 1,54% | Acciones |
| SAMLYN CAPITAL, LLC | $52 489 976 | 1 269 100 | 1,41% | Acciones |
| Capital Research Global Investors | $50 952 335 | 1 231 923 | 1,37% | Acciones |
| Balyasny Asset Management L.P. | $46 037 526 | 1 113 093 | 1,23% | Acciones |
| MORGAN STANLEY | $44 848 596 | 1 084 346 | 1,20% | Acciones |
| Junto Capital Management LP | $44 613 874 | 1 078 672 | 1,20% | Acciones |
| WASATCH ADVISORS LP | $43 984 478 | 921 720 | 1,18% | Acciones |
| Point72 Asset Management, L.P. | $41 553 110 | 1 004 669 | 1,11% | Acciones |
| BAMCO INC /NY/ | $34 283 759 | 828 911 | 0,92% | Acciones |
| NORTHERN TRUST CORP | $33 180 728 | 802 242 | 0,89% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $30 438 313 | 735 937 | 0,82% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28 517 389 | 689 492 | 0,76% | Acciones |
| Advent International, L.P. | $28 266 748 | 683 432 | 0,76% | Acciones |
| BANK OF AMERICA CORP /DE/ | $26 601 553 | 643 171 | 0,71% | Acciones |
| JANE STREET GROUP, LLC | $24 212 144 | 585 400 | 0,65% | Opción de compra |
| FRANKLIN RESOURCES INC | $22 623 920 | 547 000 | 0,61% | Acciones |
| Bank of New York Mellon Corp | $21 751 955 | 525 918 | 0,58% | Acciones |
| UBS Group AG | $20 734 595 | 501 320 | 0,56% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $20 682 027 | 500 049 | 0,55% | Acciones |
| Nuveen, LLC | $20 192 738 | 488 219 | 0,54% | Acciones |
| Woodline Partners LP | $19 295 639 | 466 529 | 0,52% | Acciones |
| TimesSquare Capital Management, LLC | $18 648 976 | 390 800 | 0,50% | Acciones |
| Schonfeld Strategic Advisors LLC | $18 074 980 | 437 016 | 0,48% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $14 890 901 | 360 029 | 0,40% | Acciones |
| Toroso Investments, LLC | $14 859 205 | 231 560 | 0,40% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $14 831 117 | 358 586 | 0,40% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $14 751 539 | 356 662 | 0,40% | Acciones |
| Rockefeller Capital Management L.P. | $14 495 711 | 350 476 | 0,39% | Acciones |
| Public Sector Pension Investment Board | $14 388 151 | 347 876 | 0,39% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $13 270 480 | 320 853 | 0,36% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $13 173 160 | 318 500 | 0,35% | Acciones |
| MARSHALL WACE, LLP | $12 488 898 | 301 956 | 0,33% | Acciones |
| Engle Capital Management, L.P. | $12 408 000 | 300 000 | 0,33% | Acciones |
| WELLS FARGO & COMPANY/MN | $11 277 404 | 272 665 | 0,30% | Acciones |
| Inherent Management Corp. | $10 907 831 | 263 729 | 0,29% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $10 786 192 | 260 788 | 0,29% | Acciones |
Activistas y propietarios del %+ 5 12 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 |
|---|---|---|---|---|---|
| James Lim ×2 presentaciones | 14 de enero de 2026 | 4,00% | Enmienda | · | SEC |
| ARG Private Equity, LLC, ARGO Holdings, LLC, Sanford Energy, Inc., KAISER GEORGE B, Waldo Robert ×3 presentaciones | 8 de enero de 2026 | 4,30% | Enmienda | · | SEC |
| Thomas Keck | 18 de septiembre de 2025 | 5,20% | Presentación inicial | Inversión pasiva | SEC |
| Jose A. Fernandez | 18 de septiembre de 2025 | 6,00% | Presentación inicial | Inversión pasiva | SEC |
| Monte M. Brem, Scott W. Hart, Jason P. Ment, Jose A. Fernandez, Michael I. McCabe, Thomas Keck ×3 presentaciones | 18 de septiembre de 2025 | 6,00% | Enmienda | · | SEC |
| Monte M. Brem (2), Scott W. Hart (2), Jason P. Ment (2), Jose A. Fernandez (2), Michael I. McCabe (2), Thomas Keck (2) ×19 presentaciones | 5 de diciembre de 2024 | · | Presentación inicial | · | SEC |
| James Lim (2) ×5 presentaciones | 21 de noviembre de 2024 | · | Presentación inicial | · | SEC |
| Thomas Bradley (2) ×2 presentaciones | 13 de septiembre de 2024 | · | Presentación inicial | · | SEC |
| Mark Maruszewski (2) ×2 presentaciones | 13 de septiembre de 2024 | · | Presentación inicial | · | SEC |
| David Jeffrey (2) ×2 presentaciones | 12 de julio de 2024 | · | Presentación inicial | · | SEC |
| Charles Ashton Newhall (2) ×4 presentaciones | 17 de abril de 2024 | · | Presentación inicial | · | SEC |
| Argonaut Private Equity, L.L.C., Argonaut Holdings, L.L.C., Sanford Energy, Inc., George B. Kaiser, Robert A. Waldo | 22 de septiembre de 2020 | · | 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.
Informantes de la empresa 20 insiders · 7 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Scott W. Hart | Chief Executive Officer | 13 de marzo de 2026 A | 78 605 | 0 | 5 | $-2 647 276 |
| David Y Park | Chief Financial Officer | 30 de septiembre de 2026 A | 50 775 | 0 | 0 | $0 |
| Johnny D Randel | Chief Financial Officer | 14 de febrero de 2023 A | 37 657 | 0 | 0 | $0 |
| Jason P. Ment | President & Co-COO | 13 de marzo de 2026 A | 49 680 | 0 | 0 | $0 |
| Jose A Fernandez | Co-Chief Operating Officer | 3 de junio de 2026 S | 0 | 0 | 14 | $-22 732 316 |
| Michael I. McCabe | Head of Strategy | 11 de junio de 2026 P | 433 178 | 2 | 3 | $-7 687 656 |
| Anthony Keathley | Chief Accounting Officer | 13 de marzo de 2026 A | 3 540 | 0 | 0 | $0 |
| Valerie Gay Brown | Consejero | 8 de septiembre de 2026 A | 12 235 | 0 | 0 | $0 |
| Anne L Raymond | Consejero | 8 de septiembre de 2026 A | 32 361 | 0 | 0 | $0 |
| Steven R Mitchell | Consejero | 8 de septiembre de 2026 A | 17 621 | 3 | 0 | $565 771 |
| David F Hoffmeister | Consejero | 8 de septiembre de 2026 A | 19 550 | 0 | 0 | $0 |
| Thomas Keck | Consejero | 13 de marzo de 2026 A | 21 118 | 0 | 0 | $0 |
| Monte M. Brem | Consejero | 11 de septiembre de 2024 D | 2 276 888 | 0 | 0 | $0 |
| Mark Maruszewski | Consejero | 23 de marzo de 2021 C | 41 667 | 0 | 0 | $0 |
| James Lim | Propietario del 10% | 16 de febrero de 2024 S | 6 208 351 | 0 | 0 | $0 |
| Waldo Robert | Propietario del 10% | 27 de octubre de 2021 S | 5 018 044 | 0 | 0 | $0 |
| StepStone Group LP | Propietario del 10% | 18 de septiembre de 2020 J | 0 | 0 | 0 | $0 |
| Thomas Alcott Bradley | · | 23 de marzo de 2021 C | 13 380 | 0 | 0 | $0 |
| David Jeffrey | · | 23 de marzo de 2021 C | 40 000 | 0 | 0 | $0 |
| Darren M. Friedman | · | 23 de marzo de 2021 C | 117 600 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 49 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 |
|---|---|---|---|---|
| RSMC · Tidal Trust III | 1,80% | 312 202 NS | 31 de julio de 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 1,70% | 81 062 SH | 2 de octubre de 2026 | Diario |
| JSML · Janus Detroit Street Trust | 1,53% | 126 298 NS | 31 de julio de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 1,45% | 348 424 NS | 31 de julio de 2026 | N-PORT |
| LBO · EA Series Trust | 1,23% | 1 985 NS | 31 de julio de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,86% | 5 308 SH | 2 de octubre de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,38% | 10 111 SH | 2 de octubre de 2026 | Diario |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,33% | 87 763 SH | 19 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,20% | 58 964 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,19% | 64 275 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,17% | 257 878 SH | 19 de agosto de 2026 | Diario |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,17% | 22 192 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,14% | 2 782 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,13% | 2 016 632 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,13% | 19 877 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,12% | 52 126 SH | 2 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,11% | 37 214 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,10% | 447 259 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,09% | 1 072 478 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 40 031 SH | 11 de septiembre de 2026 | Diario |
| ISCG · iShares Trust | 0,06% | 10 864 SH | 10 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 6 664 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,04% | 1 852 297 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,04% | 19 133 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,03% | 4 173 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 846 620 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,03% | 117 760 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 15 787 SH | 2 de octubre de 2026 | Diario |
| DGRO · iShares Trust | 0,02% | 174 292 SH | 11 de septiembre de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 39 757 SH | 11 de septiembre de 2026 | Diario |
| VYM · VANGUARD WHITEHALL FUNDS | 0,01% | 303 010 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 4 577 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 17 128 SH | 19 de agosto de 2026 | Diario |
| DIVB · iShares Trust | 0,01% | 3 808 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 97 299 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 18 748 SH | 10 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 790 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 4 607 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 561 979 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 59 613 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 6 442 SH | 19 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 158 NS | 31 de julio de 2026 | N-PORT |
| IJR · iShares Trust | · | 4 483 154 SH | 8 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 683 414 SH | 9 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 681 525 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 10 043 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 3 224 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 8 325 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 22 625 SH | 9 de septiembre de 2026 | Diario |
STEP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$65.00
+41,1%
3 21,4%
Compra fuerte
9 64,3%
Compra
2 14,3%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
9 analistas · 2026-10-02Objetivo medio $69.56 +50,9%
← Por Debajo de Todos los Objetivos
Precio Actual $46.08
Mín$56.00
Media$69.56
Máx$92.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| STEP | · | -7.0 | 69.7% | -26.9% | 457.6% | · |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | · |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | · | 12.7 | 1.6% | 34.5% | 21.8% | · |
| GLXY | · | · | 41.8% | -0.40% | -11.6% | · |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | · |
| BXSL | $6.11B | 10.7 | · | · | 9.0% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Fuente: SEC 10-Q presentada el Ago 7, 2026