YELP Yelp Inc. Common Stock
NYSE · Media · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 7, 2026YELP Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Yelp Inc. Common Stock Descripción general de la empresa de Wikipedia
Yelp Inc. es una empresa estadounidense creadora del sitio web Yelp.com y la aplicación móvil Yelp, que publica reseñas de negocios colaborativas. También opera Yelp Guest Manager, un servicio de reserva de mesas. Tiene su sede en San Francisco.
Yelp fue fundada en 2004 por los exempleados de PayPal, Russel Simmons y Jeremy Stoppelman. Desde entonces, se ha convertido en una de las principales fuentes de reseñas y valoraciones generadas por los usuarios para empresas. Yelp creció en uso y obtuvo varias rondas de financiación en los años siguientes. Para 2010, tenía 30 millones de dólares en ingresos y el sitio web había publicado alrededor de 4,5 millones de reseñas generadas por crowdsourcing. Entre 2009 y 2012, Yelp se expandió por Europa y Asia. En 2009, inició negociaciones infructuosas para ser adquirida por Google. Yelp se convirtió en una empresa pública mediante una oferta pública inicial en marzo de 2012 y obtuvo beneficios por primera vez dos años después.
Al 31 de diciembre de 2024, se habían publicado aproximadamente 308 millones de reseñas en Yelp. En 2024, la compañía tuvo más de 76 millones de visitantes únicos en computadoras de escritorio y dispositivos móviles. Yelp estima que más del 50% de su audiencia tiene ingresos familiares anuales superiores a $100,000 de dólares.
La empresa ha sido acusada de utilizar prácticas desleales para obtener ingresos de los negocios reseñados en su sitio, por ejemplo, al presentar más información sobre reseñas negativas de empresas que no contratan sus servicios publicitarios, al destacar anuncios de la competencia de dichas empresas o, por el contrario, al excluir las reseñas negativas de la calificación general de las empresas alegando que "no son recomendables actualmente". También se han recibido quejas sobre tácticas agresivas y engañosas por parte de algunos de sus representantes de ventas de publicidad. La fiabilidad del sistema de reseñas de la empresa también se ha visto afectada por la publicación de reseñas falsas por parte de usuarios externos, como reseñas falsas positivas enviadas por una empresa para promocionar su propio negocio o reseñas falsas negativas enviadas sobre empresas de la competencia, una práctica conocida como astroturfing que la compañía ha intentado combatir de diversas maneras.
## Características
Yelp.com es una red social y plataforma de reseñas de negocios locales de colaboración colectiva. El sitio cuenta con páginas dedicadas a ubicaciones individuales, como restaurantes o escuelas, donde los usuarios pueden enviar una reseña de sus productos o servicios utilizando una escala de calificación de una a cinco estrellas. Las empresas pueden actualizar su información de contacto, horario y otra información básica, o añadir ofertas especiales. Además de escribir reseñas, los usuarios pueden reaccionar a ellas, planificar eventos o hablar de su vida personal.
El 80% de los negocios listados en el sitio tenían una calificación de tres estrellas o más, pero algunas reseñas negativas eran muy personales o extremas. A partir de 2014, los usuarios podían dar "me gusta" a las reseñas que les gustaban, lo que hizo que estas tuvieran mayor visibilidad en el sistema. A partir de 2008, cada día se elegía una "Reseña del Día" según la votación de los usuarios.
El 72% de las búsquedas en Yelp se realizan desde un dispositivo móvil. Su aplicación móvil para iPhone se presentó en diciembre de 2008. En agosto de 2009, la empresa lanzó una actualización de esta aplicación con una función oculta de realidad aumentada llamada Monocle, que permitía a los usuarios mirar negocios a través de la cámara de su iPhone para ver sus datos en Yelp. Las funciones de registro se añadieron en 2010.
Los usuarios pueden reservar restaurantes a través de Yelp Reservations. En 2021, el servicio se fusionó con otros en "Yelp Guest Manager". Las funciones de reserva se gestionaban a través de SeatMe, adquirida por Yelp en 2013. En 2013, se añadieron a Yelp funciones para pedir y entregar comida, así como la posibilidad de consultar las puntuaciones de las inspecciones de higiene y reservar lugares en spas. El contenido de Yelp se integró en Siri, el asistente virtual de Apple, y en la aplicación de mapas e indicaciones del sistema operativo iOS 6, lanzado en septiembre de 2012.
En marzo de 2014, Yelp añadió funciones para solicitar y programar manicuras, entregas de flores, partidos de golf y consultas legales, entre otros. En octubre de 2014, en colaboración con el sitio de búsqueda de hoteles Hipmunk, añadió funciones para reservar hoteles.
Yelp inició un programa de reembolso de efectivo del 7 al 10 % en algunos restaurantes de EE. UU. en 2016 a través de una asociación con Empyr, que vincula las compras con tarjeta de crédito a la publicidad en línea.
El 14 de febrero de 2017, lanzó "Preguntas y Respuestas de Yelp", una función para que los usuarios hagan preguntas específicas sobre los negocios del lugar.
En junio de 2020, Yelp lanzó una sección sobre el COVID-19 que permite a las empresas actualizar sus medidas de salud y seguridad, así como los cambios en su oferta de servicios. A partir de enero de 2021, los usuarios pueden proporcionar comentarios detallados sobre las medidas de salud y seguridad que ha implementado cada empresa.
En abril de 2023, Yelp presentó Yelp Guaranteed, que ofrece un reembolso de hasta $2,500 si surge algún problema con un proyecto. También mejoró sus funciones de búsqueda con IA y añadió la opción de añadir videos a las reseñas. En abril de 2024, lanzó Yelp Assistant, un chatbot con IA que ayuda a los usuarios a encontrar un profesional para un proyecto. También introdujo una API que permite a los desarrolladores buscar datos de Yelp desde otras aplicaciones.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | YELP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 8.8promedio 5A ≈39.3 | ≈39.3 | 15.8 | Infravalorado | |
| P/S (TTM) | 0.7promedio 5A ≈1.9 | ≈1.9 | 1.3 | Infravalorado | |
| P/C (MRQ) | 1.6promedio 5A ≈3.3 | ≈3.3 | 2.1 | Valor razonable | |
| Precio / FCF (TTM) | 3.4promedio 5A ≈10.7 | ≈10.7 | · | · | |
| Precio / Flujo de Caja (TTM) | 2.9promedio 5A ≈9.3 | ≈9.3 | 12.3 | Infravalorado | |
| Precio / Valor Contable Tangible (MRQ) | 1.8promedio 5A ≈4.1 | ≈4.1 | · | · |
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 | YELP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 11.7%promedio 5A ≈7.4% | ≈7.4% | 8.6% | De primer nivel | |
| Margen EBITDA (TTM) | 15.8%promedio 5A ≈11.2% | ≈11.2% | 8.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 12.5%promedio 5A ≈8.7% | ≈8.7% | 11.8% | En línea | |
| Margen de Beneficio Neto (TTM) | 8.6%promedio 5A ≈6.7% | ≈6.7% | 12.8% | Débil | |
| ROA (TTM) | 12.8%promedio 5A ≈9.0% | ≈9.0% | 15.0% | En línea | |
| ROE (TTM) | 18.2%promedio 5A ≈12.3% | ≈12.3% | 20.0% | En línea | |
| ROIC | 18.5%promedio 5A ≈10.5% | ≈10.5% | 18.5% | En línea |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | YELP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 1.7promedio 5A ≈3.4 | ≈3.4 | 1.8 | Baja liquidez | |
| Ratio Rápido (MRQ) | 1.5promedio 5A ≈3.1 | ≈3.1 | 1.5 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | YELP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 3.8%promedio 5A ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 7.1%promedio 5A ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 10.9% | · | · | · | |
| EPS YoY (EPS interanual) | 19.1%promedio 5A ≈57.1% | ≈57.1% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 9.6%promedio 5A ≈52.0% | ≈52.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 64.8% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 58.8% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | YELP | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.5promedio 5A ≈1.3 | ≈1.3 | 0.8 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 9.5promedio 5A ≈9.8 | ≈9.8 | 8.0 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$283.5K | · | · | · |
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
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 5, 2026 | $0.57 | $0.40 | 43.3% |
| 31 de marzo de 2026 | $0.30 | $0.27 | 11.7% | |
| 31 de diciembre de 2025 | $0.61 | $0.66 | -7.5% | |
| 30 de septiembre de 2025 | $0.61 | $0.53 | 15.8% | |
| 30 de junio de 2025 | $0.67 | $0.59 | 13.7% | |
| 31 de marzo de 2025 | $0.42 | $0.39 | 7.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.46B | $1.41B | $1.34B | $1.19B | $1.03B | $873M | $1.01B | $943M | $851M | $716M | $550M | $378M | |
| Cost of Revenue | · | · | · | $106M | $78M | $57M | $62M | $58M | $71M | $60M | $51M | $24M | |
| R&D Expense | $298M | $310M | $321M | $294M | $265M | $230M | $226M | $206M | $171M | $133M | $105M | $65M | |
| SG&A Expense | $182M | $185M | $212M | $164M | $136M | $130M | $136M | $121M | $110M | $100M | $81M | $58M | |
| Operating Expenses | $1.28B | $1.26B | $1.26B | $1.14B | $1.00B | $912M | $979M | $917M | $671M | $718M | $571M | $366M | |
| Operating Income | $185M | $151M | $79M | $58M | $32M | $-39M | $36M | $26M | $180M | $-2M | $-21M | $11M | |
| Interest Income | · | · | · | · | · | $2M | $13M | $14M | $4M | $2M | $622.0K | $375.0K | |
| Other Non-op | $6M | $8M | $6M | $3M | $2M | $1M | $901.0K | $375.0K | $417.0K | $145.0K | $451.0K | $-33.0K | |
| Pretax Income | $204M | $183M | $105M | $67M | $34M | $-35M | $50M | $40M | $184M | $-326.0K | $-21M | $11M | |
| Income Tax | $58M | $50M | $6M | $30M | $-6M | $-16M | $9M | $-15M | $31M | $1M | $12M | $-25M | |
| Net Income | $146M | $133M | $99M | $36M | $40M | $-19M | $41M | $55M | $153M | $-2M | $-33M | $36M | |
| EPS (Basic) | $2.30 | $1.97 | $1.43 | $0.51 | $0.53 | $-0.27 | $0.55 | $0.66 | $1.87 | $-0.02 | $-0.44 | $0.51 | |
| EPS (Diluted) | $2.24 | $1.88 | $1.35 | $0.50 | $0.50 | $-0.27 | $0.52 | $0.62 | $1.76 | $-0.02 | $-0.44 | $0.48 | |
| Shares (Basic) | 63,334,000 | 67,415,000 | 69,221,000 | 70,867,000 | 74,221,000 | 73,005,000 | 74,627,000 | 83,573,000 | 81,602,000 | 77,186,000 | 74,683,000 | 71,936,000 | |
| Shares (Diluted) | 65,090,000 | 70,611,000 | 73,596,000 | 73,402,000 | 78,616,000 | 73,005,000 | 77,969,000 | 88,709,000 | 87,170,000 | 77,186,000 | 74,683,000 | 76,712,000 | |
| EBITDA | $235M | $191M | $121M | $103M | $87M | $12M | · | $69M | $221M | $30M | $8M | $29M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $216M | $217M | $314M | $306M | $480M | $596M | $170M | $333M | $548M | $272M | $172M | $247M | |
| Short-term Investments | $103M | $101M | $127M | $94M | $0 | $0 | $242M | $423M | $273M | $207M | $199M | $118M | |
| Receivables | $153M | $155M | $146M | $132M | $107M | $88M | $107M | $87M | $76M | $69M | $53M | $36M | |
| Prepaid Expense | $42M | $44M | $37M | $63M | $58M | $28M | $14M | $17M | $16M | $13M | $20M | $19M | |
| Other Current Assets | $20M | $15M | $17M | $7M | $5M | $7M | $4M | $8M | · | · | · | · | |
| Current Assets | $515M | $517M | $624M | $596M | $645M | $713M | $533M | $860M | $913M | $561M | $443M | $421M | |
| PP&E (Net) | $92M | $76M | $69M | $77M | $84M | $102M | $111M | $115M | $104M | $92M | $80M | $63M | |
| PP&E (Gross) | $390M | $393M | $381M | $359M | $329M | $332M | $296M | $257M | $210M | $169M | $131M | $94M | |
| Accum. Depreciation | $298M | $317M | $312M | $282M | $245M | $230M | $185M | $143M | $106M | $76M | $50M | $31M | |
| Goodwill | $136M | $131M | $104M | $102M | $105M | $109M | $105M | $106M | $108M | $171M | $172M | $67M | |
| Intangibles | $49M | $59M | $8M | $9M | $11M | $14M | $10M | $13M | $17M | $33M | $39M | $6M | |
| Other Non-current Assets | $151M | $177M | $162M | $134M | $65M | $49M | $38M | $59M | $40M | $11M | $4M | · | |
| Total Assets | $958M | $984M | $1.01B | $1.02B | $1.05B | $1.15B | $1.07B | $1.18B | $1.23B | $885M | $755M | $630M | |
| Accounts Payable | $10M | $12M | $12M | $15M | $16M | $9M | $6M | $7M | $9M | $2M | $3M | $1M | |
| Accrued Liabilities | · | $131M | $133M | $138M | $120M | $88M | $72M | $61M | $74M | $37M | $43M | $30M | |
| Current Liabilities | $172M | $155M | $176M | $183M | $164M | $143M | $134M | $65M | $86M | $60M | $50M | $34M | |
| Capital Leases | $17M | $22M | $48M | $87M | $128M | $149M | $175M | $0 | · | · | · | · | |
| Other Non-current Liabilities | $58M | $62M | $41M | $36M | $7M | $8M | $7M | $4M | $4M | $725.0K | $706.0K | · | |
| Total Liabilities | $248M | $240M | $265M | $306M | $299M | $300M | $316M | $100M | $117M | $78M | $62M | $42M | |
| Total Debt | · | · | · | · | · | · | · | · | · | $18M | $12M | $8M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | · | |
| Paid-in Capital | $2.01B | $1.90B | $1.79B | $1.65B | $1.52B | $1.40B | $1.26B | $1.14B | $1.04B | $893M | $774M | $628M | |
| Retained Earnings | $-1.29B | $-1.14B | $-1.02B | $-924M | $-760M | $-534M | $-493M | $-53M | $79M | $-70M | $-67M | $-34M | |
| Treasury Stock | $999.0K | $4M | $282.0K | $0 | $0 | $3M | $0 | $0 | $46.0K | $0 | · | · | |
| AOCI | $-8M | $-15M | $-12M | $-16M | $-11M | $-7M | $-12M | $-11M | $-8M | $-16M | $-14M | $-6M | |
| Stockholders' Equity | $711M | $744M | $750M | $710M | $751M | $855M | $755M | $1.08B | $1.11B | $816M | $700M | $588M | |
| Liabilities + Equity | $958M | $984M | $1.01B | $1.02B | $1.05B | $1.15B | $1.07B | $1.18B | $1.23B | $885M | $755M | $630M | |
| Shares Outstanding | 59,954,000 | 65,792,000 | 68,864,000 | 69,797,000 | 72,171,000 | 75,371,000 | 71,185,000 | 81,997,000 | 83,724,916 | 79,429,833 | 75,982,802 | 72,920,582 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $50M | $40M | $42M | $45M | $56M | $51M | $49M | $43M | $41M | $35M | $30M | $18M | |
| Stock-based Comp | $134M | $158M | $173M | $156M | $152M | $125M | $122M | $114M | $100M | $86M | $61M | $42M | |
| Deferred Tax | $25M | $-25M | $-22M | $-57M | $-9M | $-11M | $-3M | $-15M | $283.0K | $1M | $11M | $-27M | |
| Amort. of Intangibles | $10M | $3M | $1M | $2M | $3M | $3M | $3M | $4M | $7M | $7M | $6M | $2M | |
| Restructuring | · | · | $0 | $0 | $32.0K | $4M | $0 | $0 | · | · | · | · | |
| Other Non-cash | $17M | $-21M | $14M | $12M | $-25M | $32M | · | $-37M | $-127M | $9M | $-11M | $-11M | |
| Operating Cash Flow | $372M | $286M | $306M | $192M | $213M | $177M | $205M | $160M | $168M | $127M | $57M | $58M | |
| CapEx | $48M | $37M | $27M | $32M | $28M | $32M | $38M | $45M | $30M | $23M | $31M | $29M | |
| Investing Cash Flow | $-46M | $-77M | $-55M | $-126M | $-28M | $248M | $124M | $-164M | $81M | $-55M | $-159M | · | |
| Stock Repurchased | $291M | $251M | $200M | $200M | $263M | $24M | $481M | $187M | $13M | $0 | $482.0K | $1M | |
| Net Stock Activity | $-291M | $-251M | $-200M | $-200M | $-263M | $-24M | · | $-187M | $-13M | · | $-482.0K | $-1M | |
| Financing Cash Flow | $-330M | $-304M | $-247M | $-238M | $-300M | $-21M | $-492M | $-208M | $27M | $30M | $26M | · | |
| Net Change in Cash | $-1M | $-96M | $7M | $-174M | $-116M | $404M | $-163M | $-212M | $277M | $101M | $-76M | $-142M | |
| Taxes Paid | $34M | $58M | $31M | $50M | $3M | $214.0K | $7M | $29M | $530.0K | $813.0K | · | · | |
| Free Cash Flow | $324M | $248M | $279M | $160M | $184M | $145M | · | $135M | $152M | $104M | $26M | $29M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.6% | 10.7% | 5.9% | 4.9% | 3.0% | -4.4% | · | 2.8% | 21.2% | -0.70% | -3.9% | 2.9% | |
| Net Margin | 9.9% | 9.4% | 7.4% | 3.0% | 3.8% | -2.2% | · | 5.9% | 18.1% | -0.65% | -6.0% | 9.7% | |
| Pretax Margin | 13.9% | 13.0% | 7.9% | 5.6% | 3.3% | -4.0% | · | 4.2% | 21.8% | -0.46% | -3.8% | 3.0% | |
| EBITDA Margin | 16.0% | 13.6% | 9.1% | 8.6% | 8.5% | 1.4% | · | 7.3% | 26.1% | 4.3% | 1.5% | 7.6% | |
| ROA | 15.0% | 13.3% | 9.8% | 3.5% | 3.6% | -1.8% | · | 4.6% | 14.5% | -0.57% | -4.8% | 6.4% | |
| ROE | 20.0% | 17.9% | 13.3% | 5.1% | 5.2% | -2.3% | · | 5.0% | 16.0% | -0.62% | -5.1% | 6.8% | |
| ROIC | 18.5% | 14.7% | 10.0% | 4.5% | 4.9% | -2.5% | · | 3.3% | 13.5% | -0.86% | -4.8% | 6.0% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 3.3 | 3.5 | 3.3 | 3.9 | 5.0 | · | 13.3 | 10.6 | 9.3 | 8.9 | 12.4 | |
| Quick Ratio | 2.7 | 3.1 | 3.3 | 2.9 | 3.6 | 4.8 | · | 13.0 | 10.4 | 9.1 | 8.5 | 11.8 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | 0.0 | 0.0 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.4 | 1.3 | 1.2 | 0.9 | 0.8 | · | 0.8 | 0.8 | 0.9 | 0.8 | 0.7 | |
| Receivables Turnover | 9.5 | 9.4 | 9.6 | 10.0 | 10.5 | 8.9 | · | 11.5 | 11.7 | 11.7 | 12.4 | 13.3 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.86 | $11.31 | $10.88 | $10.18 | $10.41 | $11.35 | · | $13.12 | $13.13 | $10.16 | $9.13 | $8.07 | |
| Revenue / Share | $22.51 | $20.00 | $18.17 | $16.26 | $13.13 | $11.96 | · | $10.63 | $9.71 | $9.24 | $7.36 | $4.92 | |
| Cash Flow / Share | $5.72 | $4.05 | $4.16 | $2.62 | $2.71 | $2.42 | · | $1.81 | $1.92 | $1.64 | $0.77 | $0.76 | |
| Cash / Share | $3.60 | $3.30 | $4.56 | $4.39 | $6.65 | $7.92 | · | $4.06 | $6.54 | $3.43 | $2.26 | $3.39 | |
| EPS (TTM) | $2.24 | $1.88 | $1.35 | $0.50 | $0.50 | $-0.27 | $0.52 | $0.62 | $1.76 | $-0.02 | $-0.44 | $0.48 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.8% | 5.6% | 12.0% | 15.7% | 18.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.1% | 11.0% | 15.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 19.1% | 39.3% | 170.0% | 0.00% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 64.8% | 55.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 9.6% | 34.0% | 172.8% | -8.4% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 58.8% | 49.6% | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.46B | $1.41B | $1.34B | $1.19B | $1.03B | $873M | $1.01B | $943M | $851M | $716M | $550M | $378M | |
| Net Income TTM | $146M | $133M | $99M | $36M | $40M | $-19M | $41M | $55M | $153M | $-2M | $-33M | $36M | |
| Market Cap | $1.82B | $2.55B | $3.26B | $1.91B | $2.62B | $2.46B | · | $2.87B | $3.51B | $3.03B | $2.19B | $3.99B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $2.57B | $1.83B | $3.63B | |
| P/E | 13.6 | 20.6 | 35.1 | 54.7 | 72.5 | -121.0 | 67.0 | 56.4 | 23.8 | -1906.5 | -65.5 | 114.0 | |
| P/S | 1.2 | 1.8 | 2.4 | 1.6 | 2.5 | 2.8 | · | 3.0 | 4.1 | 4.2 | 4.0 | 10.6 | |
| P/B | 2.6 | 3.4 | 4.3 | 2.7 | 3.5 | 2.9 | · | 2.7 | 3.2 | 3.8 | 3.2 | 6.8 | |
| P / Tangible Book | 3.5 | 4.6 | 5.1 | 3.2 | 4.1 | 3.4 | · | · | · | · | · | · | |
| P / Cash Flow | 4.9 | 8.9 | 10.6 | 9.9 | 12.3 | 13.9 | · | 17.9 | 21.0 | 23.9 | 38.1 | 68.9 | |
| P / FCF | 5.6 | 10.2 | 11.7 | 11.9 | 14.2 | 17.0 | · | 21.2 | 23.1 | 29.1 | 83.4 | 138.2 | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | 84.5 | 221.0 | 126.8 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 24.7 | 69.7 | 125.8 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 3.6 | 3.3 | 9.6 | |
| Earnings Yield | 7.4% | 4.9% | 2.9% | 1.8% | 1.4% | -0.83% | 1.5% | 1.8% | 4.2% | -0.05% | -1.5% | 0.88% |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $376M | $361M | $360M | $376M | $370M | $359M | $362M | $360M | $357M | $333M | $342M | $345M | $337M | $312M | $309M | $309M | |
| SG&A Expense | $48M | $49M | $38M | $45M | $46M | $52M | $45M | $50M | $45M | $45M | $67M | $46M | $53M | $47M | $38M | $48M | |
| Operating Expenses | $332M | $334M | $311M | $323M | $317M | $329M | $309M | $314M | $317M | $322M | $317M | $303M | $318M | $319M | $276M | $295M | |
| Operating Income | $44M | $27M | $49M | $53M | $53M | $29M | $53M | $47M | $40M | $11M | $25M | $42M | $19M | $-7M | $33M | $13M | |
| Interest Income | $939.0K | · | · | · | $4M | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-op | $1M | $2M | $-371.0K | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $1M | $1M | $1M | $168.0K | $897.0K | |
| Pretax Income | $44M | $30M | $52M | $58M | $59M | $35M | $60M | $54M | $50M | $19M | $34M | $48M | $25M | $-1M | $37M | $16M | |
| Income Tax | $13M | $12M | $14M | $19M | $15M | $11M | $18M | $15M | $12M | $5M | $6M | $-10M | $10M | $-197.0K | $17M | $7M | |
| Net Income | $32M | $18M | $38M | $39M | $44M | $24M | $42M | $38M | $38M | $14M | $27M | $58M | $15M | $-1M | $20M | $9M | |
| EPS (Basic) | $0.57 | $0.30 | $0.62 | $0.62 | $0.69 | $0.37 | $0.63 | $0.57 | $0.56 | $0.21 | $0.40 | $0.84 | $0.21 | $-0.02 | $0.28 | $0.13 | |
| EPS (Diluted) | $0.57 | $0.30 | $0.60 | $0.61 | $0.67 | $0.36 | $0.58 | $0.56 | $0.54 | $0.20 | $0.37 | $0.79 | $0.21 | $-0.02 | $0.27 | $0.13 | |
| Shares (Basic) | 55,305,000 | 58,816,000 | · | 63,025,000 | 64,145,000 | 65,261,000 | · | 67,219,000 | 67,815,000 | 68,559,000 | · | 69,030,000 | 69,256,000 | 69,821,000 | · | 70,630,000 | |
| Shares (Diluted) | 55,726,000 | 59,374,000 | · | 64,216,000 | 65,683,000 | 67,324,000 | · | 69,163,000 | 70,444,000 | 72,247,000 | · | 73,566,000 | 71,238,000 | 69,821,000 | · | 72,658,000 | |
| EBITDA | $62M | $44M | · | $65M | $66M | $42M | · | $56M | $49M | $21M | · | $52M | $29M | $4M | · | $25M |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $94M | $110M | $216M | $231M | $198M | $222M | $217M | $262M | $252M | $296M | · | $305M | $270M | $289M | · | $331M | |
| Short-term Investments | $0 | $0 | $103M | $102M | $103M | $102M | $101M | $135M | $132M | $125M | · | $121M | $127M | $125M | · | $91M | |
| Receivables | $158M | $152M | $153M | $153M | $156M | $158M | $155M | $155M | $154M | $148M | · | $160M | $152M | $140M | · | $127M | |
| Prepaid Expense | $42M | $39M | $42M | $63M | $52M | $45M | $44M | $38M | $45M | $38M | · | $40M | $39M | $37M | · | $74M | |
| Other Current Assets | $21M | $17M | $20M | $32M | $21M | $14M | $15M | $14M | $20M | $14M | · | $9M | $9M | $7M | · | $48M | |
| Current Assets | $294M | $302M | $515M | $550M | $509M | $528M | $517M | $590M | $584M | $607M | · | $626M | $588M | $592M | · | $623M | |
| PP&E (Net) | $99M | $95M | $92M | $90M | $84M | $79M | $76M | $74M | $71M | $68M | · | $72M | $76M | $77M | · | $79M | |
| PP&E (Gross) | $376M | $361M | $390M | $396M | $397M | $404M | $393M | $385M | $395M | $386M | · | $374M | $367M | $361M | · | $350M | |
| Accum. Depreciation | $277M | $266M | $298M | $306M | $313M | $325M | $317M | $311M | $325M | $318M | · | $302M | $292M | $284M | · | $272M | |
| Goodwill | $355M | $356M | $136M | $136M | $137M | $134M | $131M | $104M | $102M | $103M | $104M | $102M | $103M | $103M | $102M | $98M | |
| Intangibles | $92M | $99M | $49M | $51M | $54M | $56M | $59M | $7M | $7M | $7M | · | $8M | $8M | $9M | · | $9M | |
| Other Non-current Assets | $135M | $144M | $151M | $145M | $176M | $167M | $177M | $177M | $161M | $164M | · | $147M | $179M | $154M | · | $115M | |
| Total Assets | $991M | $1.01B | $958M | $990M | $980M | $985M | $984M | $980M | $965M | $993M | · | $1.03B | $1.03B | $1.02B | · | $1.03B | |
| Accounts Payable | $9M | $7M | $10M | $12M | $12M | $13M | $12M | $7M | $12M | $6M | · | $7M | $12M | $18M | · | $10M | |
| Accrued Liabilities | · | · | · | $169M | $142M | $164M | · | $135M | $118M | $145M | · | $144M | $172M | $153M | · | $151M | |
| Current Liabilities | $168M | $174M | $172M | $184M | $156M | $182M | $155M | $170M | $158M | $191M | · | $190M | $216M | $199M | · | $199M | |
| Capital Leases | $16M | $18M | $17M | $19M | $21M | $20M | $22M | $26M | $33M | $38M | · | $58M | $68M | $77M | · | $95M | |
| Other Non-current Liabilities | $62M | $61M | $58M | $54M | $57M | $54M | $62M | $44M | $39M | $42M | · | $41M | $41M | $41M | · | $34M | |
| Total Liabilities | $346M | $382M | $248M | $257M | $234M | $257M | $240M | $241M | $230M | $272M | · | $288M | $325M | $318M | · | $329M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $2.07B | $2.04B | $2.01B | $1.98B | $1.96B | $1.92B | $1.90B | $1.87B | $1.85B | $1.81B | · | $1.76B | $1.73B | $1.69B | · | $1.62B | |
| Retained Earnings | $-1.42B | $-1.39B | $-1.29B | $-1.24B | $-1.20B | $-1.18B | $-1.14B | $-1.12B | $-1.10B | $-1.07B | · | $-1.00B | $-1.01B | $-975M | · | $-894M | |
| Treasury Stock | $3M | $6M | $999.0K | $3M | $1M | $2M | $4M | $3M | $806.0K | $8M | · | $267.0K | $159.0K | $37.0K | · | · | |
| AOCI | $-10M | $-10M | $-8M | $-8M | $-7M | $-13M | $-15M | $-11M | $-14M | $-14M | · | $-15M | $-14M | $-14M | · | $-21M | |
| Stockholders' Equity | $645M | $631M | $711M | $733M | $746M | $728M | $744M | $740M | $735M | $722M | $750M | $740M | $709M | $704M | $710M | $701M | |
| Liabilities + Equity | $991M | $1.01B | $958M | $990M | $980M | $985M | $984M | $980M | $965M | $993M | · | $1.03B | $1.03B | $1.02B | · | $1.03B | |
| Shares Outstanding | 54,980,000 | 55,915,000 | 59,954,000 | 62,141,000 | 63,841,000 | 64,743,000 | 65,691,000 | 66,638,000 | 67,622,000 | 68,330,000 | 68,864,000 | 68,962,000 | 69,287,000 | 69,649,000 | 69,797,000 | 70,399,000 |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $18M | $16M | $13M | $13M | $12M | $12M | $12M | $9M | $10M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | |
| Stock-based Comp | $26M | $31M | $29M | $33M | $35M | $37M | $35M | $39M | $41M | $43M | $40M | $43M | $44M | $46M | $36M | $39M | |
| Deferred Tax | $11M | $10M | $-5M | $33M | $-6M | $3M | $-8M | $-15M | $-133.0K | $-2M | $-13M | $33M | $-22M | $-20M | $-15M | $-17M | |
| Amort. of Intangibles | $7M | $5M | $2M | $2M | $2M | $2M | $2M | $300.0K | $400.0K | $300.0K | $400.0K | $300.0K | $400.0K | $300.0K | $400.0K | $300.0K | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-cash | · | $-16M | · | · | · | $20M | · | · | · | $8M | · | · | · | $38M | · | · | |
| Operating Cash Flow | $76M | $58M | $84M | $132M | $58M | $98M | $71M | $102M | $40M | $73M | $79M | $105M | $48M | $74M | $44M | $70M | |
| CapEx | $15M | $13M | $12M | $13M | $13M | $11M | $11M | $10M | $10M | $7M | $6M | $6M | $8M | $8M | $12M | $6M | |
| Investing Cash Flow | $-15M | $-168M | $-8M | $-11M | $-15M | $-12M | $-43M | $-11M | $-17M | $-6M | $-8M | $420.0K | $-10M | $-37M | $-15M | $-97M | |
| Stock Repurchased | $50M | $124M | $87M | $75M | $66M | $62M | $62M | $66M | $60M | $62M | $50M | $50M | $50M | $50M | $50M | $50M | |
| Net Stock Activity | · | $-124M | · | · | · | $-62M | · | · | · | $-62M | · | · | · | $-50M | · | · | |
| Financing Cash Flow | $-77M | $5M | $-92M | $-86M | $-70M | $-82M | $-71M | $-83M | $-67M | $-84M | $-64M | $-70M | $-58M | $-55M | $-56M | $-61M | |
| Net Change in Cash | $-17M | $-105M | $-15M | $33M | $-24M | $5M | $-44M | $9M | $-43M | $-18M | $9M | $35M | $-19M | $-17M | $-25M | $-90M | |
| Taxes Paid | $3M | $3M | $6M | $2M | $30M | $-4M | $22M | $15M | $20M | $146.0K | $22M | $571.0K | $8M | $-181.0K | $10M | $16M | |
| Free Cash Flow | · | $45M | · | · | · | $87M | · | · | · | $66M | · | · | · | $67M | · | · |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.7% | 7.5% | · | 14.1% | 14.4% | 8.2% | · | 13.0% | 11.1% | 3.4% | · | 12.1% | 5.6% | -2.1% | · | 4.3% | |
| Net Margin | 8.4% | 4.9% | · | 10.5% | 11.9% | 6.8% | · | 10.7% | 10.7% | 4.2% | · | 16.9% | 4.4% | -0.38% | · | 2.9% | |
| Pretax Margin | 11.8% | 8.3% | · | 15.5% | 15.9% | 9.8% | · | 14.9% | 14.0% | 5.7% | · | 13.9% | 7.3% | -0.44% | · | 5.2% | |
| EBITDA Margin | 16.5% | 12.0% | · | 17.4% | 17.7% | 11.7% | · | 15.5% | 13.8% | 6.4% | · | 15.2% | 8.7% | 1.4% | · | 8.0% | |
| ROA | 3.2% | 1.8% | · | 4.0% | 4.5% | 2.5% | · | 3.8% | 3.8% | 1.4% | · | 5.7% | 1.4% | -0.11% | · | 0.86% | |
| ROE | 4.5% | 2.6% | · | 5.3% | 5.9% | 3.4% | · | 5.2% | 5.3% | 2.0% | · | 8.1% | 2.1% | -0.16% | · | 1.2% | |
| ROIC | 4.8% | 2.6% | · | 4.9% | 5.3% | 2.8% | · | 4.5% | 4.1% | 1.2% | · | 6.9% | 1.6% | -0.80% | · | 1.1% |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.7 | · | 3.0 | 3.3 | 2.9 | · | 3.5 | 3.7 | 3.2 | · | 3.3 | 2.7 | 3.0 | · | 3.1 | |
| Quick Ratio | 1.5 | 1.5 | · | 2.6 | 2.9 | 2.6 | · | 3.2 | 3.4 | 3.0 | · | 3.1 | 2.5 | 2.8 | · | 2.8 |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | 2.4 | 2.3 | · | 2.4 | 2.4 | 2.3 | · | 2.3 | 2.3 | 2.3 | · | 2.4 | 2.4 | 2.5 | · | 2.7 |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.72 | $11.29 | · | $11.80 | $11.69 | $11.24 | · | $11.10 | $10.87 | $10.57 | · | $10.72 | $10.23 | $10.11 | · | $9.96 | |
| Revenue / Share | $6.74 | $6.09 | · | $5.86 | $5.64 | $5.33 | · | $5.21 | $5.07 | $4.61 | · | $4.69 | $4.73 | $4.47 | · | $4.25 | |
| Cash Flow / Share | · | $0.97 | · | · | · | $1.46 | · | · | · | $1.01 | · | · | · | $1.06 | · | · | |
| Cash / Share | $1.71 | $1.97 | · | $3.72 | $3.10 | $3.43 | · | $3.93 | $3.73 | $4.33 | · | $4.42 | $3.90 | $4.15 | · | $4.70 | |
| EPS (TTM) | $2.08 | $2.18 | · | $2.22 | $2.17 | $2.04 | · | $1.67 | $1.90 | $1.57 | · | $1.25 | $0.59 | $0.49 | · | $0.53 |
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 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.47B | $1.47B | · | $1.47B | $1.45B | $1.44B | · | $1.39B | $1.38B | $1.36B | · | $1.30B | $1.27B | $1.23B | · | $1.16B | |
| Net Income TTM | $127M | $139M | · | $150M | $149M | $143M | · | $118M | $138M | $115M | · | $92M | $43M | $36M | · | $39M | |
| Market Cap | $1.35B | $1.38B | · | $1.94B | $2.19B | $2.40B | · | $2.34B | $2.50B | $2.69B | · | $2.87B | $2.52B | $2.14B | · | $2.39B | |
| P/E | 11.8 | 11.3 | · | 14.1 | 15.8 | 18.2 | · | 21.0 | 19.4 | 25.1 | · | 33.3 | 61.7 | 62.7 | · | 64.0 | |
| P/S | 0.9 | 0.9 | · | 1.3 | 1.5 | 1.7 | · | 1.7 | 1.8 | 2.0 | · | 2.2 | 2.0 | 1.7 | · | 2.1 | |
| P/B | 2.1 | 2.2 | · | 2.6 | 2.9 | 3.3 | · | 3.2 | 3.4 | 3.7 | · | 3.9 | 3.6 | 3.0 | · | 3.4 | |
| P / Tangible Book | 6.8 | 7.8 | · | 3.6 | 3.9 | 4.5 | · | 3.7 | 4.0 | 4.4 | · | 4.6 | 4.2 | 3.6 | · | 4.0 | |
| P / Cash Flow | · | 23.9 | · | · | · | 24.5 | · | · | · | 37.0 | · | · | · | 28.8 | · | · | |
| Earnings Yield | 8.5% | 8.8% | · | 7.1% | 6.3% | 5.5% | · | 4.8% | 5.1% | 4.0% | · | 3.0% | 1.6% | 1.6% | · | 1.6% |
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 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.46B | $1.41B | $1.34B | $1.19B | $1.03B |
| Margen Operativo % | 12.6% | 10.7% | 5.9% | 4.9% | 3.0% |
| Beneficio neto | $146M | $133M | $99M | $36M | $40M |
| EPS Diluido | $2.24 | $1.88 | $1.35 | $0.50 | $0.50 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 3.0 | 3.3 | 3.5 | 3.3 | 3.9 |
| Ratio Rápido | 2.7 | 3.1 | 3.3 | 2.9 | 3.6 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $324M | $248M | $279M | $160M | $184M |
Propietarios institucionales (13F) 322 declarantes · $1.6B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 43 (-26 vs trimestre anterior) | 53 (-7 vs trimestre anterior) | 92 (-30 vs trimestre anterior) | 126 (+34 vs trimestre anterior) | -993K |
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 | $250 294 288 | 8 236 074 | 15,77% | Acciones |
| BlackRock, Inc. | $236 848 932 | 9 659 418 | 14,92% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $102 120 160 | 4 164 770 | 6,43% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $76 948 270 | 3 138 146 | 4,85% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $57 939 951 | 2 362 967 | 3,65% | Acciones |
| STATE STREET CORP | $55 526 423 | 2 264 536 | 3,50% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $45 554 237 | 1 857 840 | 2,87% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $45 361 503 | 1 849 722 | 2,86% | Acciones |
| Allianz Asset Management GmbH | $36 966 327 | 1 507 599 | 2,33% | Acciones |
| FMR LLC | $30 814 203 | 1 256 697 | 1,94% | Acciones |
| MORGAN STANLEY | $30 698 354 | 1 251 971 | 1,93% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $29 282 961 | 1 194 248 | 1,84% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25 571 957 | 1 042 902 | 1,61% | Acciones |
| GOLDMAN SACHS GROUP INC | $24 308 577 | 991 378 | 1,53% | Acciones |
| Optimus Prime Fund Management Co., Ltd. | $20 842 000 | 850 000 | 1,31% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $20 700 618 | 844 234 | 1,30% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $20 442 422 | 833 704 | 1,29% | Acciones |
| Man Group plc | $19 991 426 | 815 311 | 1,26% | Acciones |
| Robeco Institutional Asset Management B.V. | $19 328 454 | 788 273 | 1,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $16 479 426 | 672 081 | 1,04% | Acciones |
| NORTHERN TRUST CORP | $15 479 794 | 631 313 | 0,98% | Acciones |
| UBS Group AG | $15 182 416 | 619 185 | 0,96% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $13 924 589 | 567 887 | 0,88% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $12 693 612 | 517 684 | 0,80% | Acciones |
| ROYAL BANK OF CANADA | $10 827 000 | 441 582 | 0,68% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $10 573 088 | 431 203 | 0,67% | Acciones |
| Nuveen, LLC | $10 205 739 | 416 221 | 0,64% | Acciones |
| Cambria Investment Management, L.P. | $9 848 605 | 401 656 | 0,62% | Acciones |
| Empowered Funds, LLC | $9 730 075 | 396 822 | 0,61% | Acciones |
| Bank of New York Mellon Corp | $9 277 804 | 378 377 | 0,58% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $8 751 360 | 356 907 | 0,55% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8 476 564 | 345 700 | 0,53% | Acciones |
| Creative Planning | $7 922 824 | 323 117 | 0,50% | Acciones |
| Invesco Ltd. | $6 915 621 | 282 040 | 0,44% | Acciones |
| Quinn Opportunity Partners LLC | $6 676 771 | 272 299 | 0,42% | Acciones |
| Balyasny Asset Management L.P. | $6 402 098 | 261 097 | 0,40% | Acciones |
| CITADEL ADVISORS LLC | $6 362 376 | 259 477 | 0,40% | Acciones |
| WELLS FARGO & COMPANY/MN | $6 264 002 | 255 465 | 0,39% | Acciones |
| JANE STREET GROUP, LLC | $6 115 288 | 249 400 | 0,39% | Opción de compra |
| BNP PARIBAS FINANCIAL MARKETS | $5 996 072 | 244 538 | 0,38% | Acciones |
| Edgestream Partners, L.P. | $5 979 325 | 243 855 | 0,38% | Acciones |
| Public Sector Pension Investment Board | $5 722 281 | 233 372 | 0,36% | Acciones |
| MARSHALL WACE, LLP | $5 664 587 | 231 019 | 0,36% | Acciones |
| SEI INVESTMENTS CO | $5 418 994 | 221 002 | 0,34% | Acciones |
| Quantedge Capital Pte Ltd | $5 141 844 | 209 700 | 0,32% | Acciones |
| FIRST TRUST ADVISORS LP | $5 015 737 | 204 557 | 0,32% | Acciones |
| Point72 Asset Management, L.P. | $4 975 402 | 202 912 | 0,31% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4 967 138 | 202 575 | 0,31% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4 860 624 | 198 231 | 0,31% | Acciones |
| SEB Asset Management AB | $4 841 073 | 197 434 | 0,30% | Acciones |
Informantes de la empresa 36 insiders · 17 directivos · 15 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jeremy Stoppelman | Chief Executive Officer | 20 de agosto de 2026 F | 918 455 | 0 | 14 | $-10 127 041 |
| David A Schwarzbach | Chief Financial Officer | 21 de agosto de 2026 S | 180 466 | 0 | 7 | $-1 869 314 |
| James Miln | Interim CFO | 3 de febrero de 2020 S | 36 690 | 0 | 0 | $0 |
| Charles Baker | Chief Financial Officer | 20 de agosto de 2019 F | 121 627 | 0 | 0 | $0 |
| Robert J Krolik | Chief Financial Officer | 23 de febrero de 2016 S | 35 863 | 0 | 0 | $0 |
| Joseph R Nachman | Chief Operating Officer | 20 de agosto de 2026 F | 250 993 | 0 | 9 | $-1 982 588 |
| Carmen Amara | Chief People Officer | 1 de septiembre de 2026 S | 100 536 | 0 | 10 | $-862 386 |
| Alexander Coleman Levy | Chief Technology Officer | 24 de agosto de 2026 S | 54 124 | 0 | 1 | $-89 599 |
| Craig Saldanha | Chief Product Officer | 20 de mayo de 2026 F | 260 895 | 0 | 7 | $-232 920 |
| Sam Eaton | Chief Technology Officer | 20 de mayo de 2026 F | 208 882 | 0 | 1 | $-5 626 |
| YELP INC | Chief Technology Officer | 20 de noviembre de 2022 F | 186 273 | 0 | 0 | $0 |
| Miriam Warren | Chief Diversity Officer | 10 de marzo de 2022 A | 40 209 | 0 | 0 | $0 |
| Vivek Patel | Chief Product Officer | 23 de noviembre de 2021 S | 98 387 | 0 | 0 | $0 |
| Laurence Wilson | Chief Administrative Officer | 22 de noviembre de 2021 F | 160 049 | 0 | 0 | $0 |
| Carolyn Patterson | Chief People Officer | 28 de mayo de 2021 M | 69 785 | 0 | 0 | $0 |
| Alan Ramsay | Chief Accounting Officer | 20 de mayo de 2019 F | 28 966 | 0 | 0 | $0 |
| Michael Stoppelman | Sr VP, Engineering | 21 de febrero de 2017 M | 117 647 | 0 | 0 | $0 |
| Dan Jedda | Consejero | 5 de junio de 2026 A | 27 746 | 0 | 1 | $-30 773 |
| Christine Barone | Consejero | 5 de junio de 2026 A | 26 574 | 0 | 2 | $-805 886 |
| Sharon Rothstein | Consejero | 5 de junio de 2026 A | 53 071 | 0 | 0 | $0 |
| Logan Green | Consejero | 5 de junio de 2026 A | 23 777 | 0 | 0 | $0 |
| Royce A. Wells | Consejero | 5 de junio de 2026 A | 45 833 | 0 | 0 | $0 |
| Robert Lane Gibbs | Consejero | 5 de junio de 2026 A | 64 749 | 0 | 0 | $0 |
| Diane M Irvine | Consejero | 5 de junio de 2026 A | 101 803 | 0 | 0 | $0 |
| Fred D Anderson | Consejero | 5 de junio de 2026 A | 64 164 | 0 | 0 | $0 |
| Brian Sharples | Consejero | 3 de junio de 2021 A | 18 193 | 0 | 0 | $0 |
| Mariam Naficy | Consejero | 1 de marzo de 2019 A | 1 136 | 0 | 0 | $0 |
| Geoffrey L Donaker | Consejero | 26 de febrero de 2019 S | 341 940 | 0 | 0 | $0 |
| Jeremy S. Levine | Consejero | 1 de marzo de 2018 A | 100 887 | 0 | 0 | $0 |
| Peter H. Fenton | Consejero | 1 de marzo de 2018 A | 2 970 | 0 | 0 | $0 |
| Keith Rabois | Consejero | 28 de junio de 2013 A | 0 | 0 | 0 | $0 |
| Max R Levchin | Propietario del 10% | 22 de septiembre de 2016 C | 2 691 757 | 0 | 0 | $0 |
| Bruce W. Dunlevie | Propietario del 10% | 15 de marzo de 2013 G | 0 | 0 | 0 | $0 |
| Mitchell H. Lasky | Propietario del 10% | 28 de febrero de 2013 S | 0 | 0 | 0 | $0 |
| Chris Terrill | · | 13 de junio de 2024 A | 24 329 | 0 | 0 | $0 |
| George Hu | · | 9 de junio de 2023 A | 30 974 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 71 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 |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,28% | 88 336 NS | 31 de julio de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 1,08% | 405 044 NS | 31 de julio de 2026 | N-PORT |
| PSCU · Invesco Exchange-Traded Fund Trust … | 0,98% | 7 626 SH | 1 de octubre de 2026 | Diario |
| SCOW · Pacer Funds Trust | 0,76% | 492 NS | 31 de julio de 2026 | N-PORT |
| SOCL · Global X Funds | 0,67% | 23 174 NS | 31 de julio de 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0,66% | 15 247 NS | 31 de julio de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,56% | 6 384 NS | 31 de julio de 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,53% | 38 989 NS | 31 de julio de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,42% | 70 978 SH | 19 de agosto de 2026 | Diario |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,34% | 177 883 NS | 31 de julio de 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0,33% | 1 504 NS | 31 de julio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,31% | 427 310 NS | 31 de julio de 2026 | N-PORT |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0,29% | 44 911 SH | 1 de octubre de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 34 119 NS | 31 de julio de 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,15% | 37 041 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,13% | 118 644 NS | 31 de julio de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,12% | 33 832 SH | 19 de agosto de 2026 | Diario |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,11% | 6 743 NS | 31 de julio de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,10% | 296 244 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,09% | 91 126 SH | 1 de octubre de 2026 | Diario |
| FCOM · FIDELITY COVINGTON TRUST | 0,08% | 54 601 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,08% | 36 066 SH | 19 de agosto de 2026 | Diario |
| VOX · VANGUARD WORLD FUND | 0,08% | 184 416 SH | 19 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,07% | 388 457 NS | 31 de julio de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,07% | 182 155 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 8 608 SH | 1 de octubre de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,07% | 9 352 SH | 1 de octubre de 2026 | Diario |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,06% | 46 558 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,06% | 74 247 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 13 961 NS | 31 de julio de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 28 285 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 25 651 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 309 142 SH | 19 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,04% | 1 363 423 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 207 255 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 687 236 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 22 634 SH | 19 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,03% | 544 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 197 628 SH | 11 de septiembre de 2026 | Diario |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,03% | 8 248 SH | 1 de octubre de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,03% | 24 936 SH | 1 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,02% | 4 396 NS | 31 de julio de 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 197 408 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,01% | 6 423 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 600 077 SH | 19 de agosto de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,01% | 46 933 SH | 1 de octubre de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,01% | 49 934 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 2 372 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 121 410 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 6 366 NS | 31 de julio de 2026 | N-PORT |
| IGM · iShares Trust | 0,00% | 24 553 SH | 11 de septiembre de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 2 411 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 19 303 SH | 8 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 79 282 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 7 943 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 5 529 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 316 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 662 874 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 43 355 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 702 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,00% | 11 866 SH | 19 de agosto de 2026 | Diario |
| IJR · iShares Trust | · | 3 184 620 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 287 481 SH | 9 de septiembre de 2026 | Diario |
| IJS · iShares Trust | · | 196 944 SH | 8 de septiembre de 2026 | Diario |
| IWN · iShares Trust | · | 304 919 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 7 248 SH | 31 de agosto de 2026 | Diario |
| SVAL · iShares Trust | · | 22 000 SH | 3 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 2 274 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 7 017 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 47 681 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 21 611 SH | 1 de septiembre de 2026 | Diario |
YELP Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
8 analistas · 2026-09-27Objetivo medio $25.12 +37,6%
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 |
|---|---|---|---|---|---|---|
| YELP | $1.82B | 13.6 | 3.8% | 9.9% | 20.0% | · |
| PPLI | · | · | · | · | · | · |
| CARG | · | 24.7 | 13.7% | 17.2% | 38.5% | 92.8% |
| DJT | · | -4.7 | · | · | · | · |
| GRND | $2.51B | 31.5 | 27.6% | 21.5% | 80.7% | · |
| ZD | $1.35B | 30.6 | 3.5% | 3.3% | 2.6% | · |
| WBTN | $1.70B | -4.9 | 2.5% | -25.0% | -26.2% | · |
| GTM | $3.13B | 26.8 | 2.9% | 9.9% | 8.1% | 84.0% |
| TRIP | $1.67B | 47.0 | 3.0% | 2.1% | 6.3% | · |
| FUBO | $5.13B | -28.0 | 18.6% | -10.6% | -31.6% | · |
| NXDR | · | -15.0 | 4.2% | -21.0% | -12.6% | · |
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