En esta página
01WAY precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
25Señales de trading
26Mis Métricas
WAY Waystar Holding Corp. - Common Stock
NASDAQ · Health Care · Ver en SEC EDGAR ↗ cerrar Oct 6, 2026 10-K/10-Q Jul 29, 2026
$26,40
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$17,26mínimo 52 semanas
$40,35máximo 52 semanas
Capitalización Bursátil (MRQ)
$5.07B
P/E (TTM)
37.7
BPA (TTM)
$0.70
Ingresos (TTM)
$1.21B
tus insignias
Rango 52S
$17–$40
Calificación del Analista
BUY
Precio Objetivo
$34
P/E
37.7
ROE
3.8%
Margen de Beneficio Neto
11.2%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
WAY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$26.40
Capitalización Bursátil (MRQ)
$5.07B
P/E (TTM)
37.7
BPA (TTM)
$0.70
Ingresos (TTM)
$1.21B
ROE (TTM)
3.8%
Deuda/Capital (MRQ)
0.4
Rango 52S
$17–$40
WAY 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$1.10B2022-12-31 → 2025-12-31
BPA$0.612022-12-31 → 2025-12-31
Flujo de caja libre$283M2024-12-31 → 2025-12-31
Margen neto11.2%2024-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | WAY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 37.7 | · | 35.6 | Infravalorado | |
| P/S (TTM) | 4.2 | · | 3.3 | Valor razonable | |
| P/C (MRQ) | 1.3 | · | 2.9 | Infravalorado | |
| EV / EBITDA | 16.6 | · | · | · | |
| Precio / FCF (TTM) | 20.6 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 17.3 | · | 13.8 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 5.9 | · | · | · | |
| EV / FCF | 22.8 | · | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 1.8 | · | · | · |
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 | WAY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 22.9% | · | 7.9% | De primer nivel | |
| Margen EBITDA (TTM) | 35.9% | · | 12.7% | De primer nivel | |
| Margen antes de impuestos (TTM) | 16.2% | · | 9.1% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 11.2% | · | 6.1% | De primer nivel | |
| ROA (TTM) | 2.6% | · | 1.3% | De primer nivel | |
| ROE (TTM) | 3.8% | · | 4.0% | Por debajo del promedio | |
| ROIC | 3.0% | · | 1.8% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | WAY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.4 | · | · | · | |
| Ratio corriente (MRQ) | 1.8 | · | 2.2 | Por debajo del promedio | |
| Quick Ratio (Ratio Rápido) | 1.1 | · | 1.2 | Por debajo del promedio | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.4 | · | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | WAY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 16.5%promedio 5A ≈16.0% | ≈16.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 16.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | WAY | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2 | · | 0.6 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 6.8 | · | 5.2 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$646.6K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
2.5%
Próximo informe
Oct 27, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 12, 2026 | $0.43 | $0.40 | 7.4% |
| 31 de marzo de 2026 | $0.42 | $0.39 | 7.8% | |
| 31 de diciembre de 2025 | $0.36 | $0.40 | -9.5% | |
| 30 de septiembre de 2025 | $0.37 | $0.35 | 4.4% | |
| 30 de junio de 2025 | $0.36 | $0.34 | 6.3% | |
| 31 de marzo de 2025 | $0.32 | $0.32 | -1.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue | $1.10B | $944M | $791M | $705M | |
| R&D Expense | $55M | $49M | $35M | $33M | |
| SG&A Expense | $129M | $112M | $63M | $73M | |
| Operating Expenses | $850M | $820M | $649M | $615M | |
| Operating Income | $249M | $124M | $142M | $89M | |
| Pretax Income | $172M | $-23M | $-64M | $-66M | |
| Income Tax | $60M | $-3M | $-12M | $-14M | |
| Net Income | $112M | $-19M | $-51M | $-51M | |
| EPS (Basic) | $0.63 | $-0.13 | $-0.42 | $-0.42 | |
| EPS (Diluted) | $0.61 | $-0.13 | $-0.42 | $-0.42 | |
| Shares (Basic) | 177,926,745 | 149,915,839 | 121,675,430 | 121,684,771 | |
| Shares (Diluted) | 184,783,285 | 149,915,839 | 121,675,430 | 121,684,771 | |
| EBITDA | $390M | $310M | · | · |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Cash & Equivalents | $61M | $182M | $36M | $65M | |
| Receivables | $177M | $145M | $126M | · | |
| Prepaid Expense | $20M | $14M | $13M | · | |
| Other Current Assets | $3M | $4M | $30M | · | |
| Current Assets | $308M | $371M | $222M | · | |
| Goodwill | $4.02B | $3.02B | $3.03B | $3.01B | |
| Intangibles | $1.29B | $1.04B | $1.19B | · | |
| Other Non-current Assets | $8M | $7M | $7M | · | |
| Total Assets | $5.79B | $4.58B | $4.58B | · | |
| Accounts Payable | $51M | $47M | $45M | · | |
| Current Liabilities | $218M | $146M | $123M | · | |
| Capital Leases | $12M | $13M | $14M | · | |
| Deferred Tax | $211M | $101M | $174M | · | |
| Other Non-current Liabilities | $692.0K | $278.0K | $3M | · | |
| Total Liabilities | $1.91B | $1.50B | $2.53B | · | |
| Long-term Debt | $1.48B | $1.24B | $2.22B | · | |
| Total Debt | $1.47B | $1.23B | · | · | |
| Common Stock | $2M | $2M | $1M | · | |
| Paid-in Capital | $3.99B | $3.30B | $2.23B | · | |
| Retained Earnings | $-109M | $-221M | $-202M | · | |
| Treasury Stock | $0 | · | · | · | |
| AOCI | $-632.0K | $881.0K | $16M | · | |
| Stockholders' Equity | $3.88B | $3.08B | $2.05B | $2.11B | |
| Liabilities + Equity | $5.79B | $4.58B | $4.58B | · | |
| Shares Outstanding | 191,587,193 | 172,108,240 | 121,679,902 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| D&A | $141M | $187M | $176M | $183M | |
| Stock-based Comp | $42M | $54M | $9M | $8M | |
| Deferred Tax | $45M | $-59M | $-62M | $-27M | |
| Amort. of Intangibles | $119M | $148M | $159M | $168M | |
| Other Non-cash | $-30M | $7M | · | · | |
| Operating Cash Flow | $310M | $170M | $51M | $103M | |
| CapEx | $26M | $27M | $22M | $17M | |
| Investing Cash Flow | $-681M | $-27M | $-62M | $-17M | |
| Debt Issued | $390M | $576M | $20M | · | |
| Net Debt Issued | $238M | $-1.01B | · | · | |
| Stock Issued | · | $2M | $425.0K | $649.0K | |
| Stock Repurchased | $0 | $844.0K | $688.0K | $2M | |
| Net Stock Activity | $0 | $839.0K | · | · | |
| Financing Cash Flow | $243M | $17M | $-17M | $-67M | |
| Net Change in Cash | $-128M | $159M | $-27M | · | |
| Taxes Paid | $32M | $50M | $50M | $6M | |
| Free Cash Flow | $283M | $142M | · | · |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Operating Margin | 22.7% | 13.1% | · | · | |
| Net Margin | 10.2% | -2.0% | · | · | |
| Pretax Margin | 15.6% | -2.4% | · | · | |
| EBITDA Margin | 35.5% | 32.9% | · | · | |
| ROA | 2.2% | -0.42% | · | · | |
| ROE | 3.2% | -0.62% | · | · | |
| ROIC | 3.0% | 2.4% | · | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Current Ratio | 1.4 | 2.5 | · | · | |
| Quick Ratio | 1.1 | 2.2 | · | · | |
| Debt / Equity | 0.4 | 0.4 | · | · | |
| LT Debt / Equity | 0.4 | 0.4 | · | · |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | · | |
| Receivables Turnover | 6.8 | 7.0 | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Book Value / Share | $20.25 | $17.89 | · | · | |
| Revenue / Share | $5.95 | $6.29 | · | · | |
| Cash Flow / Share | $1.68 | $1.13 | · | · | |
| Cash / Share | $0.32 | $1.06 | · | · | |
| EPS (TTM) | $0.61 | $-0.13 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue YoY | 16.5% | 19.3% | 12.2% | · | |
| Revenue CAGR 3Y | 16.0% | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Revenue TTM | $1.10B | $944M | · | · | |
| Net Income TTM | $112M | $-19M | · | · | |
| Market Cap | $6.27B | $6.32B | · | · | |
| Enterprise Value | $7.69B | $7.37B | · | · | |
| P/E | 53.7 | -282.3 | · | · | |
| P/S | 5.7 | 6.7 | · | · | |
| P/B | 1.6 | 2.1 | · | · | |
| P / Cash Flow | 20.3 | 37.2 | · | · | |
| P / FCF | 22.2 | 44.3 | · | · | |
| EV / EBITDA | 19.7 | 23.7 | · | · | |
| EV / FCF | 27.1 | 51.7 | · | · | |
| EV / Revenue | 7.0 | 7.8 | · | · | |
| Earnings Yield | 1.9% | -0.35% | · | · |
Estado de resultados
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $320M | $314M | $304M | $269M | $271M | $256M | $244M | $240M | $235M | $225M | $207M | $197M | $196M | |
| R&D Expense | $18M | $18M | $19M | $12M | $13M | $11M | $11M | $11M | $16M | $10M | $10M | $9M | $8M | |
| SG&A Expense | $36M | $31M | $44M | $32M | $29M | $23M | $23M | $23M | $40M | $26M | $16M | $17M | $14M | |
| Operating Expenses | $244M | $233M | $245M | $208M | $206M | $191M | $191M | $213M | $226M | $190M | $169M | $165M | $159M | |
| Operating Income | $76M | $80M | $59M | $60M | $65M | $65M | $53M | $27M | $8M | $35M | $38M | $32M | $37M | |
| Interest Income | · | · | · | $1M | · | · | · | · | · | · | · | · | · | |
| Pretax Income | $56M | $60M | $36M | $43M | $47M | $46M | $33M | $9M | $-42M | $-22M | $-15M | $-20M | $-14M | |
| Income Tax | $16M | $17M | $16M | $12M | $14M | $17M | $14M | $3M | $-15M | $-6M | $-757.0K | $-5M | $-3M | |
| Net Income | $41M | $43M | $20M | $31M | $32M | $29M | $19M | $5M | $-28M | $-16M | $-14M | $-15M | $-11M | |
| EPS (Basic) | $0.21 | $0.23 | $0.09 | $0.18 | $0.19 | $0.17 | $0.18 | $0.03 | $-0.21 | $-0.13 | $-0.12 | $-0.13 | $-0.09 | |
| EPS (Diluted) | $0.21 | $0.22 | $0.10 | $0.17 | $0.18 | $0.16 | $0.18 | $0.03 | $-0.21 | $-0.13 | $-0.12 | $-0.13 | $-0.09 | |
| Shares (Basic) | 191,868,642 | 191,666,913 | · | 174,352,079 | 173,358,382 | 172,188,237 | · | 171,578,311 | 133,527,766 | 121,675,298 | · | 121,673,852 | 121,676,273 | |
| Shares (Diluted) | 194,513,042 | 195,155,126 | · | 181,240,033 | 181,599,133 | 180,691,994 | · | 176,181,511 | 133,527,766 | 121,675,298 | · | 121,673,852 | 121,676,273 | |
| EBITDA | $76M | $122M | · | $60M | $65M | $99M | · | $27M | $8M | · | · | · | · |
Balance general
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $13M | $34M | $61M | $421M | $290M | $224M | $182M | $127M | $68M | · | $36M | · | · | |
| Receivables | $186M | $173M | $177M | $146M | $143M | $147M | $145M | $138M | $148M | · | · | · | · | |
| Prepaid Expense | $25M | $23M | $20M | $21M | $16M | $17M | $14M | $14M | $15M | · | · | · | · | |
| Other Current Assets | $4M | $3M | $3M | $2M | $3M | $2M | $4M | $4M | $16M | · | · | · | · | |
| Current Assets | $439M | $387M | $308M | $614M | $524M | $441M | $371M | $305M | $271M | · | · | · | · | |
| Goodwill | $4.01B | $4.01B | $4.02B | $3.02B | $3.02B | $3.02B | $3.02B | $3.02B | $3.03B | · | $3.03B | · | · | |
| Intangibles | $1.22B | $1.26B | $1.29B | $955M | $983M | $1.01B | $1.04B | $1.07B | $1.11B | · | · | · | · | |
| Other Non-current Assets | $8M | $8M | $8M | $8M | $6M | $6M | $7M | $7M | $8M | · | · | · | · | |
| Total Assets | $5.87B | $5.84B | $5.79B | $4.75B | $4.68B | $4.62B | $4.58B | $4.54B | $4.57B | · | · | · | · | |
| Accounts Payable | $56M | $59M | $51M | $51M | $47M | $45M | $47M | $48M | $51M | · | · | · | · | |
| Current Liabilities | $238M | $220M | $218M | $158M | $153M | $141M | $146M | $133M | $126M | · | · | · | · | |
| Capital Leases | $10M | $11M | $12M | $12M | $11M | $12M | $13M | $13M | $12M | · | · | · | · | |
| Deferred Tax | $175M | $210M | $211M | $123M | $108M | $105M | $101M | $101M | $131M | · | · | · | · | |
| Other Non-current Liabilities | $278.0K | $277.0K | $692.0K | $1M | $2M | $278.0K | $278.0K | $2M | $278.0K | · | · | · | · | |
| Total Liabilities | $1.88B | $1.90B | $1.91B | $1.52B | $1.50B | $1.49B | $1.50B | $1.49B | $1.62B | · | · | · | · | |
| Long-term Debt | $1.47B | $1.47B | $1.48B | $1.23B | $1.23B | $1.23B | $1.23B | $1.23B | $1.35B | · | · | · | · | |
| Total Debt | $1.47B | $1.47B | · | $1.23B | $1.23B | $1.23B | · | $1.23B | $1.35B | · | · | · | · | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | · | · | · | |
| Paid-in Capital | $4.02B | $4.00B | $3.99B | $3.35B | $3.33B | $3.32B | $3.30B | $3.29B | $3.18B | · | · | · | · | |
| Retained Earnings | $-25M | $-66M | $-109M | $-129M | $-159M | $-192M | $-221M | $-240M | $-245M | · | · | · | · | |
| Treasury Stock | $13M | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $1M | $846.0K | $-632.0K | $-542.0K | $-431.0K | $316.0K | $881.0K | $192.0K | $11M | · | · | · | · | |
| Stockholders' Equity | $3.99B | $3.94B | $3.88B | $3.22B | $3.17B | $3.13B | $3.08B | $3.05B | $2.95B | · | $2.05B | · | · | |
| Liabilities + Equity | $5.87B | $5.84B | $5.79B | $4.75B | $4.68B | $4.62B | $4.58B | $4.54B | $4.57B | · | · | · | · | |
| Shares Outstanding | 191,923,976 | 191,685,290 | 191,587,193 | 174,667,840 | 174,146,070 | 172,963,709 | 172,108,240 | 172,086,129 | 166,659,634 | · | · | · | · |
Flujo de Efectivo
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $41M | $41M | $40M | $33M | $33M | $33M | $38M | $60M | $44M | $44M | $45M | $44M | $44M | |
| Stock-based Comp | $14M | $11M | $12M | $12M | $12M | $7M | $7M | $8M | $37M | $3M | $2M | $2M | · | |
| Deferred Tax | $-35M | $-2M | $22M | $16M | $3M | $5M | $-1M | $-16M | $-23M | $-20M | $-15M | $-21M | · | |
| Amort. of Intangibles | $34M | $34M | $34M | $28M | $28M | $28M | $31M | $39M | $39M | $39M | $39M | $40M | $40M | |
| Other Non-cash | · | $-9M | · | · | · | $-10M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $59M | $85M | $67M | $82M | $97M | $64M | $65M | $79M | $15M | $11M | $11M | $-10M | · | |
| CapEx | $16M | $15M | $9M | $6M | $6M | $5M | $6M | $9M | $7M | $6M | $6M | $6M | · | |
| Investing Cash Flow | $-70M | $-112M | $-664M | $45M | $-32M | $-30M | $-6M | $-9M | $-7M | $-6M | $-16M | $-36M | · | |
| Debt Issued | $0 | $20M | $390M | $0 | $0 | $0 | $31M | $10M | $0 | $535M | · | · | · | |
| Net Debt Issued | · | $-4M | · | · | · | $-3M | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | $11M | · | $2M | $-104.0K | $71.0K | · | $1.0K | · | |
| Stock Repurchased | · | · | $0 | $0 | · | · | $0 | $0 | $619.0K | $225.0K | $0 | $1.0K | · | |
| Net Stock Activity | · | · | · | · | · | $11M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-7M | $13M | $229M | $7M | $-3M | $11M | $2M | $-6M | $1M | $20M | $-3M | $-5M | · | |
| Net Change in Cash | $-17M | $-14M | $-369M | $134M | $62M | $45M | $60M | $64M | · | · | · | · | · | |
| Taxes Paid | $43M | $154.0K | $22M | $1M | $8M | $532.0K | $12M | $12M | $26M | $-54.0K | $13M | $31M | · | |
| Free Cash Flow | · | $70M | · | · | · | $59M | · | · | · | · | · | · | · |
Rentabilidad
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 23.8% | 25.6% | · | 22.4% | 24.0% | 25.4% | · | 11.3% | 3.5% | · | · | · | · | |
| Net Margin | 12.8% | 13.8% | · | 11.4% | 11.9% | 11.4% | · | 2.2% | -11.8% | · | · | · | · | |
| Pretax Margin | 17.6% | 19.1% | · | 15.9% | 17.2% | 18.1% | · | 3.6% | -18.0% | · | · | · | · | |
| EBITDA Margin | 23.8% | 38.8% | · | 22.4% | 24.0% | 38.5% | · | 11.3% | 3.5% | · | · | · | · | |
| ROA | 0.77% | 0.83% | · | 0.66% | 0.70% | 1.3% | · | 0.24% | -1.2% | · | · | · | · | |
| ROE | 1.1% | 1.2% | · | 0.98% | 1.1% | 1.9% | · | 0.35% | -1.9% | · | · | · | · | |
| ROIC | 1.0% | 1.1% | · | 0.97% | 1.0% | 0.95% | · | 0.39% | 0.13% | · | · | · | · |
Liquidez y Solvencia
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 1.8 | · | 3.9 | 3.4 | 3.1 | · | 2.3 | 2.2 | · | · | · | · | |
| Quick Ratio | 0.8 | 0.9 | · | 3.6 | 2.8 | 2.6 | · | 2.0 | 1.7 | · | · | · | · | |
| Debt / Equity | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | · | · | · | · | |
| LT Debt / Equity | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | · | · | · | · |
Eficiencia
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | · | · | · | · | |
| Receivables Turnover | 1.9 | 2.0 | · | 1.9 | 1.9 | 3.5 | · | 3.5 | 3.2 | · | · | · | · |
Por Acción
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.77 | $20.54 | · | $18.45 | $18.22 | $18.07 | · | $17.74 | $17.68 | · | · | · | · | |
| Revenue / Share | $1.64 | $1.61 | · | $1.48 | $1.49 | $1.42 | · | $1.36 | $1.76 | · | · | · | · | |
| Cash Flow / Share | · | $0.44 | · | · | · | $0.36 | · | · | · | · | · | · | · | |
| Cash / Share | $0.07 | $0.18 | · | $2.41 | $1.67 | $1.29 | · | $0.74 | $0.41 | · | · | · | · | |
| EPS (TTM) | $0.70 | $0.67 | · | $0.69 | $0.55 | $0.16 | · | $-0.43 | $-0.59 | $-0.47 | · | · | · |
Valoración (TTM)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.21B | $1.16B | · | $1.04B | $1.01B | $975M | · | $906M | $863M | $825M | · | · | · | |
| Net Income TTM | $135M | $126M | · | $111M | $86M | $26M | · | $-53M | $-74M | $-57M | · | · | · | |
| Market Cap | $3.94B | $4.62B | · | $6.62B | $7.12B | $6.46B | · | $4.80B | $3.58B | · | · | · | · | |
| Enterprise Value | $5.39B | $6.06B | · | $7.43B | $8.05B | $7.47B | · | $5.91B | $4.86B | · | · | · | · | |
| P/E | 29.3 | 36.0 | · | 55.0 | 74.3 | 233.5 | · | -64.9 | -36.4 | · | · | · | · | |
| P/S | 3.3 | 4.0 | · | 6.4 | 7.0 | 6.6 | · | 5.3 | 4.2 | · | · | · | · | |
| P/B | 1.0 | 1.2 | · | 2.1 | 2.2 | 2.1 | · | 1.6 | 1.2 | · | · | · | · | |
| P / Cash Flow | · | 54.4 | · | · | · | 100.6 | · | · | · | · | · | · | · | |
| EV / Revenue | 4.5 | 5.2 | · | 7.1 | 8.0 | 7.7 | · | 6.5 | 5.6 | · | · | · | · | |
| Earnings Yield | 3.4% | 2.8% | · | 1.8% | 1.4% | 0.43% | · | -1.5% | -2.7% | · | · | · | · |
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 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Ingresos | $1.10B | $944M | $791M | $705M |
| Margen Operativo % | 22.7% | 13.1% | · | · |
| Beneficio neto | $112M | $-19M | $-51M | $-51M |
| EPS Diluido | $0.61 | $-0.13 | $-0.42 | $-0.42 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.4 | · | · |
| Ratio corriente | 1.4 | 2.5 | · | · |
| Ratio Rápido | 1.1 | 2.2 | · | · |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Flujo de caja libre | $283M | $142M | · | · |
Propietarios institucionales (13F) 334 declarantes · $4.7B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
334
Valor en tenencia
$4.7B
Nuevas posiciones
68
Posiciones cerradas
71
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 68 (-21 vs trimestre anterior) | 71 (+7 vs trimestre anterior) | 122 (+3 vs trimestre anterior) | 91 (+3 vs trimestre anterior) | +4.4M |
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 |
|---|---|---|---|---|
| EQT Fund Management S.a r.l. | $510 774 842 | 24 879 437 | 10,89% | Acciones |
| VANGUARD GROUP INC | $403 836 060 | 12 330 872 | 8,61% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $390 592 530 | 19 025 452 | 8,33% | Acciones |
| BlackRock, Inc. | $357 950 123 | 17 435 466 | 7,63% | Acciones |
| FMR LLC | $308 885 481 | 15 045 567 | 6,59% | Acciones |
| Bain Capital Investors LLC | $271 889 856 | 13 243 539 | 5,80% | Acciones |
| Advent International, L.P. | $227 059 726 | 11 059 899 | 4,84% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $136 037 179 | 6 626 263 | 2,90% | Acciones |
| GOLDENTREE ASSET MANAGEMENT LP | $126 275 710 | 6 160 110 | 2,69% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $106 765 444 | 5 200 460 | 2,28% | Acciones |
| BANK OF MONTREAL /CAN/ | $106 538 094 | 5 189 386 | 2,27% | Acciones |
| STATE STREET CORP | $93 865 377 | 4 572 108 | 2,00% | Acciones |
| Artisan Partners Limited Partnership | $75 535 030 | 3 679 251 | 1,61% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $74 982 848 | 3 652 355 | 1,60% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $74 610 331 | 3 634 210 | 1,59% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $63 421 218 | 3 088 690 | 1,35% | Acciones |
| UBS Group AG | $59 216 712 | 2 884 399 | 1,26% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $54 619 583 | 2 660 854 | 1,16% | Acciones |
| BANK OF AMERICA CORP /DE/ | $53 031 432 | 2 583 119 | 1,13% | Acciones |
| JANUS HENDERSON GROUP PLC | $48 005 191 | 1 991 050 | 1,02% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46 713 018 | 2 275 354 | 1,00% | Acciones |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $43 314 050 | 2 109 793 | 0,92% | Acciones |
| MORGAN STANLEY | $40 781 892 | 1 986 453 | 0,87% | Acciones |
| BAMCO INC /NY/ | $36 699 428 | 1 787 600 | 0,78% | Acciones |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $33 472 338 | 1 630 411 | 0,71% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $32 629 643 | 1 589 364 | 0,70% | Acciones |
| Clarkston Capital Partners, LLC | $32 030 701 | 1 560 190 | 0,68% | Acciones |
| Greenvale Capital LLP | $30 795 000 | 1 500 000 | 0,66% | Acciones |
| Capital Research Global Investors | $30 082 588 | 1 465 299 | 0,64% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 318 310 | 1 281 944 | 0,56% | Acciones |
| NORTHERN TRUST CORP | $25 985 334 | 1 265 725 | 0,55% | Acciones |
| AVENIR CORP | $23 501 040 | 1 144 717 | 0,50% | Acciones |
| JPMORGAN CHASE & CO | $21 677 302 | 1 078 601 | 0,46% | Acciones |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $21 330 670 | 1 039 000 | 0,45% | Acciones |
| PointState Capital LP | $21 156 206 | 1 030 502 | 0,45% | Acciones |
| Select Equity Group, L.P. | $20 600 151 | 1 003 417 | 0,44% | Acciones |
| Blue Door Asset Management, LLC | $19 996 220 | 974 000 | 0,43% | Acciones |
| Sio Capital Management, LLC | $19 007 372 | 925 834 | 0,41% | Acciones |
| CITIGROUP INC | $18 664 808 | 909 148 | 0,40% | Acciones |
| BAIN CAPITAL VENTURE INVESTORS, LLC | $18 127 271 | 882 965 | 0,39% | Acciones |
| GOLDMAN SACHS GROUP INC | $18 069 932 | 880 172 | 0,39% | Acciones |
| Sunriver Management LLC | $17 553 150 | 855 000 | 0,37% | Acciones |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $17 419 704 | 848 499 | 0,37% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $17 349 944 | 845 102 | 0,37% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $16 290 165 | 793 481 | 0,35% | Acciones |
| Bank of New York Mellon Corp | $15 701 672 | 764 816 | 0,33% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 633 267 | 761 484 | 0,33% | Acciones |
| LOOMIS SAYLES & CO L P | $13 614 593 | 663 156 | 0,29% | Acciones |
| Balyasny Asset Management L.P. | $13 470 513 | 656 138 | 0,29% | Acciones |
| Longaeva Partners L.P. | $12 969 396 | 631 729 | 0,28% | Acciones |
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 |
|---|---|---|---|---|---|
| ADVENT INTERNATIONAL, L.P., Advent International GP, LLC, AIO Holdings L.P. | 3 de octubre de 2025 | 5,80% | 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 21 insiders · 13 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew J. Hawkins | Chief Executive Officer | 2 de septiembre de 2026 M | 1 804 794 | 0 | 6 | $-5 828 106 |
| Alpana Wegner | Chief Financial Officer | 24 de julio de 2026 A | 162 112 | 0 | 0 | $0 |
| Steven M Oreskovich | Chief Financial Officer | 9 de junio de 2026 F | 424 200 | 0 | 0 | $0 |
| Craig T. Bridge | Chief Transformation Officer | 1 de septiembre de 2026 F | 833 234 | 0 | 0 | $0 |
| Gregory R Packer | Chief Legal officer | 1 de septiembre de 2026 F | 418 255 | 0 | 0 | $0 |
| Amit Khanna | Chief Prod. & Tech. Officer | 17 de agosto de 2026 A | 390 625 | 0 | 0 | $0 |
| Todd Charles Woods | Chief Commercial Officer | 1 de agosto de 2026 A | 220 506 | 0 | 0 | $0 |
| Kimberly S. Wittman | Chief People Officer | 9 de junio de 2026 F | 270 233 | 0 | 0 | $0 |
| Christopher L. Schremser | Chief Technology Officer | 9 de junio de 2026 F | 495 033 | 0 | 3 | $-885 927 |
| Melissa F. (Missy) Miller | Chief Marketing Officer | 9 de junio de 2026 F | 252 077 | 0 | 1 | $-125 800 |
| William Chan | Chief Product & AI Officer | 9 de marzo de 2026 A | 1 580 812 | 0 | 0 | $0 |
| Iii Eric L. (Ric) Sinclair | Chief Business Officer | 20 de enero de 2026 M | 474 826 | 0 | 4 | $-2 228 864 |
| Matthew R. A. Heiman | Title: Chief Legal & Administrative Officer. | 6 de junio de 2024 A | 86 956 | 0 | 0 | $0 |
| Aashima Gupta | Consejero | 3 de junio de 2026 A | 15 580 | 0 | 0 | $0 |
| Robert Demichiei | Consejero | 3 de junio de 2026 A | 47 342 | 0 | 0 | $0 |
| Vivian E. Riefberg | Consejero | 3 de junio de 2026 A | 24 275 | 0 | 0 | $0 |
| Michael F Roman | Consejero | 3 de junio de 2026 A | 15 580 | 0 | 0 | $0 |
| Priscilla Hung | Consejero | 3 de junio de 2026 A | 24 275 | 0 | 0 | $0 |
| John Patrick Driscoll | Consejero | 3 de junio de 2026 A | 101 203 | 0 | 0 | $0 |
| Heidi Miller | Consejero | 3 de junio de 2026 A | 42 060 | 1 | 0 | $189 000 |
| Paul G Moskowitz | Consejero | 12 de septiembre de 2025 J | 13 243 539 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 42 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 |
|---|---|---|---|---|
| PSCH · Invesco Exchange-Traded Fund Trust … | 1,63% | 114 801 SH | 5 de octubre de 2026 | Diario |
| CAFG · Pacer Funds Trust | 0,42% | 6 041 NS | 31 de julio de 2026 | N-PORT |
| IHF · iShares Trust | 0,39% | 220 956 SH | 11 de septiembre de 2026 | Diario |
| RZG · Invesco Exchange-Traded Fund Trust | 0,38% | 18 556 SH | 5 de octubre de 2026 | Diario |
| FFSM · FIDELITY COVINGTON TRUST | 0,35% | 247 392 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,26% | 136 987 SH | 19 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,20% | 80 721 SH | 19 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,15% | 98 131 SH | 19 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,13% | 402 720 SH | 19 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 34 067 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 130 905 SH | 5 de octubre de 2026 | Diario |
| DFSV · Dimensional ETF Trust | 0,12% | 451 372 NS | 31 de julio de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,11% | 4 699 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 37 130 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,10% | 43 095 SH | 11 de septiembre de 2026 | Diario |
| IWM · iShares Trust | 0,08% | 2 868 298 SH | 11 de septiembre de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,08% | 64 518 SH | 5 de octubre de 2026 | Diario |
| RSSL · Global X Funds | 0,08% | 53 599 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,07% | 644 105 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,06% | 1 525 895 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 66 693 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,05% | 394 847 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 10 004 NS | 31 de julio de 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,04% | 55 172 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 33 496 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 1 323 565 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 2 632 309 SH | 19 de agosto de 2026 | Diario |
| VHT · VANGUARD WORLD FUND | 0,03% | 345 269 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 6 978 SH | 11 de septiembre de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,01% | 54 841 NS | 31 de julio de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 147 439 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 29 966 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 3 669 521 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 90 847 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 9 342 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 24 679 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 7 020 924 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 1 088 817 SH | 9 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 1 052 559 SH | 11 de septiembre de 2026 | Diario |
| SVAL · iShares Trust | · | 28 445 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 6 156 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 67 398 SH | 11 de septiembre de 2026 | Diario |
WAY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 28 analistas
COMPRA
Objetivo mediano
$33.00
+25,0%
8 28,6%
Compra fuerte
18 64,3%
Compra
2 7,1%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
22 analistas · 2026-10-03Objetivo medio $33.68 +27,6%
← Por Debajo de Todos los Objetivos
Precio Actual $26.40
Mín$28.00
Media$33.68
Máx$44.00
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 |
|---|---|---|---|---|---|---|
| WAY | $6.27B | 53.7 | 16.5% | 10.2% | 3.2% | · |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
| DOCS | $4.27B | 23.8 | 13.1% | 30.4% | 19.2% | 89.1% |
| HTFL | $2.49B | -9.2 | 39.9% | -66.3% | 39.3% | 76.8% |
| SDGR | · | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | · |
| GDRX | · | 30.1 | 0.57% | 3.8% | 4.8% | · |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
Ninguna señal abierta en este momento — ninguna tarjeta está completada, y eso es honesto.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Jul 29, 2026